Receivables and Banking Services Manager

Position Number: 40072890

Payroll Title: FINANCIAL SVC MGR 2

Job Code: 0219

Job Open Date: 3/10/2025

Application Review Begins: 3/25/2025

Department Code (Name): CTLR (CONTROLLER)/Business & Financial Service

Percentage of Time: 100%

Union Code (Name): 99

Employee Class (Appointment Type): Staff: Career

FLSA Status: Exempt

Classified Indicator Description (Personnel Program): MSP

Salary Grade: Grade 26

Pay Rate/Range: The budgeted salary range that the University reasonably expects to pay for this position is $116,000 to $137,640/year. Salary offers are determined based on final candidate qualifications and experience; the budget for the position; and the application of fair, equitable, and consistent pay practices at the University. The full salary range for this position is $116,00 to $224,200/year.

Work Location: 1212 SAASB

Working Days and Hours: M-F 8am to 5pm

Benefits Eligibility: Full Benefits

Type of Remote or Hybrid Work Arrangement, if applicable: Hybrid (Both UC & Non-UC locations)
BFS supports a hybrid agreement for this position and will continue to do so as long as it makes sense for the position and meets the campus policies.

Special Instructions:

For full consideration, please include a resume and a cover letter as part of your application.

Department Marketing Statement:

In support of the UCSB Mission and UC Statement of Ethical Values, Business & Financial Services is an integral campus and community partner, providing sustainable value-added services and solutions to ensure responsible compliance and stewardship.

Benefits of Belonging

Working at UC means being part of this vibrant institution that shines a light on what is possible. People make UC great, and UC recognizes your contributions by making this a great place to work. Excellent retirement and health are just one of the rewards. Learn more about the benefits of working at UC

Brief Summary of Job Duties:

Under the general direction of the Associate Controller, Business and Financial Services, the Manager provides leadership and strategic planning support for the Business and Financial Services (BFS) Receivables and Banking Services Unit, working collaboratively and effectively with the Controller, Associate Controller, Managers, and staff to meet the mission and strategic goals of the unit. The Units responsibilities include student billing, sundry receivables, debt recovery support, and campus-wide cash handling operations. Key areas of responsibility include overseeing student billing and collections, campus credit card merchant processing, cash handling controls, petty cash programs, departmental bank deposit processing, electronic payment processing, and payment processing for students and other miscellaneous transactions. The Manager is responsible for oversight of campus Cash Handling and Credit Card Coordinators making final decisions in areas where errors can have a serious impact on the overall success of the unit or the campus as a whole. The Manager is the functional owner of systems for student receivables, cashiering, and non-student receivables ensuring their effective operation. Responsible for the campus PCI credit card security compliance program and for the coordination of campus financial internal controls to ensure compliance with federal, state, and system-wide policy and regulations in areas of oversight. The Manager represents the University of California, Santa Barbara (UCSB) in system-wide and campus-wide meetings and discussions and is recognized as an influential leader.

Required Qualifications:

• Bachelor's degree in related area and / or equivalent experience / training
• 4-6 years Demonstrated experience in developing and monitoring service standards and performance metrics to ensure a high level of customer and employee satisfaction.
• 4-6 years Proven experience in a cash handling, billing, and collections operations, demonstrating meticulous management of complex financial transactions.
• 4-6 years Supervisory experience in a business finance role.

Preferred Qualifications:

• Prior experience working in higher education.
• Prior experience working in a research institution.

Special Conditions of Employment:

(Remove those that don't apply)

• Satisfactory criminal history background check
• UCSB is a Tobacco-Free environment
• Candidates must be legally authorized to work in the United States without the need for employer sponsorship.

Misconduct Disclosure Requirement:

As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegation or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

"Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:

UC Sexual Violence and Sexual Harassment Policy
UC Anti-Discrimination Policy
Abusive Conduct in the Workplace

Job Functions and Percentages of Time:

• 80% Leadership and Strategic Planning - Develops and executes the vision and the objectives for the Receivables and Banking Services Unit within Business and Financial Services (BFS). These units have a broad scope of influence, providing campus-wide oversight, administration, and support for the following areas: BARC -Student billing and customer service -Debt recovery collection and support -Financial Aid distribution -3rd Party Billing program Campus Centralized Billing -Customer setup and maintenance -Refund processing -Month-end activities Cashiers Office -Student and campus receivables payment processing -Departmental bank deposit processing Banking Services -Electronic Payment processing -Petty cash programs -Cash Handling Compliance and Controls -Credit Card Merchant Compliance and Controls -Payment Card Industry Data Security Compliance -Vendor relationships for alternate payment methods Has full responsibility for personnel-related matters. Sets clear and measurable goals. Provides professional development opportunities. Manages performance issues. Utilizing expert-level knowledge, addresses high-visibility requests and resolves complex issues. As a key decision-maker, handles intricate requests that demand in-depth interpretation and application of policies, rules, and regulations, all while maintaining tact, diplomacy, and professionalism in interactions with staff at all levels on campus. Functional owner of billing, cashiering, and tracking systems to include BARC, Transact Payments (CashNet), and Oracle Financial Cloud AR. Ensures the long-term sustainability of financial systems. Provide ongoing support, troubleshooting, and enhancements to maintain system effectiveness. Work with IT and other departments to improve system performance and address evolving business needs. Establishes service standards, goals, and objectives for the Receivables and Banking Services Unit that complements BFS objectives and campus service needs. Assists the Associate Controller with the unit's strategic planning; includes developing processes to capture and organize financial and workload information in order to anticipate future requirements for expansion, contraction, or changes in operation. Maintains ongoing review of the department's financial status and in collaboration with the Associate Controller, develops short-term and long-range planning. Provides leadership and support in projects for new and changing department, campus and/or system-wide initiatives related to financial service activities. Projects are often unique, highly complex, and critical to the ability to streamline processes and reduce risk. Leads cross-functional project teams responsible for providing guidance concerning the business implications of various system designs. Independently consults with users regarding business needs and how business systems can support those needs. Represents UCSB at system-wide meetings and at national conferences related to areas of responsibility; analyzes knowledge gained to propose strategies for the unit and campus. Serves in system and campus-wide planning committees and task forces. Member of the BFS senior management team.

• 10% Financial Controls and Compliance - Serves as one of the primary internal control policy and program advisors for the campus in the areas of billing, cash handling, and credit card acceptance. Consequences of error could result in significant financial and reputational damage to the campus. -Interprets federal and state laws, and university policies. -Conducts comprehensive departmental reviews that include the evaluation of process, policy, systems, and organizational structures. -Applies a wide range of appropriate professional principles and best practices to discover and mitigate potential weaknesses. -Creates and administers ongoing self-assessment and continuous improvement programs for the campus. Promotes appropriate financial ethics and values and effective accountability methods through proactive campus communication and training.

• 10% Training and Development - Develops and implements campus-wide training programs related to areas of oversight, ensuring consistency and compliance with campus policies and procedures. Prepares comprehensive course content with a strong emphasis on Financial Management, incorporating practical examples, case studies, and best practices. Continuously evaluates and enhances training materials to reflect regulatory updates, emerging trends, and feedback from participants, fostering a culture of continuous improvement and professional development. Trains end-users on system updates, best practices, and new functionalities. Develops and maintains documentation for system processes and procedures.

UC Vaccination Programs Policy:

As a condition of employment, you will be required to comply with the University of California Policy on Vaccinations Programs.
As a condition of Physical Presence at a Location or in a University Program, all Covered Individuals* must participate in any applicable Vaccination Program by providing proof that they are Up-to-Date with any required Vaccines or submitting a request for Exception in a Mandate Program or properly declining vaccination in an Opt-Out Program no later than the Compliance Date (Capitalized terms in this paragraph are defined in the policy.). Federal, state, or local public health directives may impose additional requirements.

For more information, please visit:

* UC Santa Barbara COVID-19 Information - https://www.ucsb.edu/COVID-19-information
* University of California Policy on Vaccinations - https://policy.ucop.edu/doc/5000695/VaccinationProgramsPolicy

*Covered Individuals: A Covered Individual includes anyone designated as Personnel or Students under this Policy who physically access a University Facility or Program in connection with their employment, appointment, or education/training. A person accessing a Healthcare Location as a patient, or an art, athletics, entertainment, or other publicly accessible venue at a Location as a member of the public, is not a Covered Individual.

Equal Opportunity/Affirmative Action Statement:

UC Santa Barbara is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status.
For the University of California's Affirmative Action Policy, please visit: https://policy.ucop.edu/doc/4010393/PPSM-20.
For the University of California's Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination.

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