Workday Student Account Director

Optima Global Solutions Inc.is a valuable IT Services and Solution provider that customers, employees, and stakeholders feel proud to be associated with. Optima''s Intelligent Automation Solutions leverage robotic process automation, intelligent data capture, and business process management best practices to streamline operations. Our IT Services practice provides organizations with highly personalized, comprehensive, U.S. based recruiting services supported by our internal onsite team of subject matter experts.

Currently, we are hiring for the following position;

Workday Student Account Director

PRIMARY DUTIES AND RESPONSIBILTIES:

• Design and build test scenarios within the Workday Student tenant to support implementation activities within the Student Accounts office.
• Collaborate with functional and technical teams to understand business requirements and translate them into effective test cases that impact Student Accounts.
• Execute testing of Workday Student functionality for Student Accounts, which can include testing scenarios from the following areas: Admissions, academic records, programs of study and financial aid.
• Document test results, identify issues, and work with stakeholders to resolve defects.
• Support user acceptance testing (UAT) and provide guidance to end users during scenario walkthroughs.
• Develop clear, user-friendly documentation of procedures and processes based on tested scenarios to support staff training and operational readiness.
• Maintain and update test scenarios as system configurations evolve throughout the implementation lifecycle.

SECONDARY DUTIES AND RESPONSIBILITIES:
• Assist in integrating student financial records and developing procedures to support operations within the Office of Student Accounts.
• Support the review and processing of annual write-offs and ensure Accounts Receivable (AR) balances are collectable; assist with the preparation and submission of 1099C forms in compliance with federal regulations.
• Help review and generate 1098T forms and files, ensuring accuracy and timely updates; coordinate with third-party partners to meet required deadlines.
• Contribute to scheduling, maintaining fees and charges, releasing financial holds, applying aid, and supporting student communications and orientation activities in collaboration with Enrollment Management, Academic Services, IT, and Student Development.
• Assist in monitoring Accounts Receivable reports and coordinating with collections staff and external agencies to support collection efforts.
• Support reconciliation efforts between the Banner student system and the Workday financial system, ensuring timely and accurate interface processing.
• Maintain records and assist with due diligence efforts related to collections; help manage the schedule for assigning delinquent accounts to external agencies.
• Review refund reports and disbursements for accuracy and assist in analyzing and improving current processes.
• Provide data to support the preparation of annual tuition and fee revenue reports, including those required for federal reporting such as the FISAP.
• Assist students and parents with billing and collection inquiries, troubleshoot issues, research complaints, and help draft appropriate responses.
• Help maintain and update policies and procedures to ensure compliance with current federal and state regulations.

QUALIFICATIONS:

REQUIRED:
• Experience working with student financial systems, preferably in a higher education environment.
• Experience with Workday Student.
• Strong understanding of student accounts operations, including billing, payments, refunds, holds, and collections.
• Experience in testing system functionality and documenting business processes.
• Excellent analytical and problem-solving skills with attention to detail.
• Strong written and verbal communication skills, especially in documenting procedures for non-technical staff.
• Familiarity with Business Process Framework to leverage technology for more efficient business processes.
• Ability to work collaboratively across departments.
• Knowledge of Registrar and Financial Aid processes

Interested candidates, please apply online with a detailed resume and contact information.

Thank you.