Financial Analyst (Team Lead)

Role: Financial Analyst (Team Lead)

Location: Ft. Knox, KY (up to 50% remote work allowable)

Education/Certifications: Minimum Associates Degree or 60 semester hours

Years of Experience: 2+ years relevant experience

Clearance Level & Investigation: Favorable FBI fingerprint card check & NACI or equivalent

Job Description:

Qualifications:

• Provide tuition management team support to include tuition assistance refund.
• Must possess minimum of associate’s degree or 60 semester hours, as well as 2 years of experience that has equipped knowledge, skills and abilities to perform task.
• Requires ability to speak, read, write, and understand English fluently.

Responsibilities:

• Oversee and guide functional support via team that assists Finance Branch Chief with administration of financial assistance management to check refund processing in support of Tuition Assistance (TA) program.
• Ensure no more than one deliverable rejected per month because of inaccurate or incomplete information; complete 98% of deliverables IAW PWS.
• Guide functional support to accept refunds received from Academic Institutions; activities associated with Academic Institution finance assistance refund processing include the following tasks:
• Track and catalog all incoming refund and recoupment checks; record each Tuition Assistance (TA) refund check, Credentialing Assistance (CA) refund check, and recoupment check on appropriate Government-designated tracker within 3 business days of receipt; review entries for completion and accuracy.
• Research reason for refund being received and verify refund information correct.
• Review ArmyIgnitED to determine if refunds have been created/submitted in AI Portal by Academic Institutions and check if any refunds have processed recoupments or recoupment waivers on them that prevent refunds from being processed; annotate per SOPs and provide spreadsheets to government lead for removals or adjustments necessary to be made in ArmyIgnitED to allow refunds to be received/processed and prevent checks from becoming stale.
• Run standard, downloadable reports in ArmyIgnitED Admin portal, as required to validate invoice information as necessary.
• Verify original payment method and associated line(s) of accounting for each refund transaction; process refunds to original payment method and match refund to correct fiscal year and Army Component identified in source documentation and transaction records; ensure refund transactions completed with 98% accuracy.
• Distribute flagged refunds to contract staff and formally notify Government Program Manager of any issues requiring Government intervention IAW Army policy guidance NLT 3 business days after flag placement on personnel.
• Provide written research and recommendations to subject matter expert NLT 7 business days after completion; include justification for recommendations on refund check tracker.
• Submit written action recommendations to appropriate government employee NLT 25 calendar days after receipt of refund check(s).
• Process decision made by government refund lead (reject/return or accept) NLT 5 business days.
• If checks cannot be processed, create memo for government signature and return checks to appropriate Academic Institution.
• If checks can be processed, prepare ArmyIgnitED system generated DD1131 form and receive in ArmyIgnitED per SOP; verify correctness and ensure applicable payment information printed on DD1131; enter manual information when necessary, according to SOP.
• Upload DD1131 forms to TEAMS files for government refund lead’s signature and track through process NLT 3 business days after receipt of refund check.
• Prepare received/processed refund checks for mailing to higher headquarters for depositing and processing.
• Add counseling notes to Soldier’s ArmyIgnitED record to include pertinent information such as Tuition Assistance Request (TAR) number, course number, refund amount, check number, received date, and grade updates if necessary.
• Document file in TEAMS and catalog process IAW Army policy guidance.
• File completed documents in TEAMS using standard invoice/refund check naming conventions per SOP.
• Receive recommended actions to improve operations and processes for dealing with refunds from government Program Manager and provide updates if needed NLT first Wednesday of each month; include findings in MSR.
• Receive recommendations and draft changes to SOP/guidelines from government Program Manager and provide updates if needed NLT than first Wednesday of each month; include recommended changes in MSR.
• Routinely interface with Army staff agencies, including, but not limited to: HRC, CAC, and other Army organizations affiliated with ACED offices.