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Job Description Summary
The Manager, Fiscal Operations and Student Health Insurance Program position provides critical dual-focused leadership in both finance and administration, providing fiscal support for ongoing business operations and administering the Student Health Insurance Plan (SHIP). This position is the financial liaison for assigned departments within Health and Wellbeing. The Manager processes financial transactions, performs reconciliations and analysis, manages restricted funds, performs comprehensive financial reviews, provides financial reports, oversees revenue and expense trends, completes financial forecasts, completes year-end closing processes, and supports annual budget development. In collaboration with our external plan administrator, this position manages the enrollment and waiver processes, communications strategies, community outreach, reconciliation of enrollment records, customer service, and complex financial and enrollment reconciliations. This position requires an exceptionally high level of discretion due to exposure and access to highly confidential and sensitive information.Job Description
Essential Functions:
Financial Planning & Reporting
Prepares departmental operating budgets, including long-range projections and capital requests, generates regular financial reports, forecasts, and year-end budget planning, oversees restricted endowment and gift accounts; ensures compliance with donor terms and adherence to the University’s First Dollar Rule, and provides ongoing analysis of accounting policies and procedures.
Transaction Oversight
Oversees and manages financial processes, including payroll, invoicing, cash deposits, journal entries, and the monitoring/reconciliation of departmental budgets against actuals.
Operational Efficiency
Assist departments in the development and evaluation of requests for quotations (RFQs), develop Standard Operating Procedures (SOPs), and work to enhance operating efficiencies and business process changes.
Advisory
Monitors budget-to-actual variances and advise directors and department managers on budget, salary, and operating trends impacting budget.
Program Management
Oversees the administration of the Student Health Insurance Program (SHIP), including managing the insurance enrollment and waiver processes, performing data validation, and reconciling enrollment records and student account charges.
Strategic & Contractual
Oversees annual SHIP renewal negotiations with the insurance carrier in partnership with external consultant, maintains contractual relationships with external consultants/plan administrator and the insurance carrier, and chairs the Student Health Insurance Advisory Committee.
Reconciliations
Performs multiple complex financial reconciliations monthly for SHIP. Reconciles the general ledger to sub-ledgers and detail transaction reports, including accrual variances. Reconciles the Plan Provider bill to the student account charges, tracking status changes, and eligibility changes. These processes ensure that all insurance premiums charged to students are accurately accounted for in the general ledger and that payments made to BCBS perfectly align with those student charges, accounting for any timing differences or enrollment changes.
Communication & Outreach
Manages comprehensive program communications and marketing with all constituents, develop campus outreach initiatives to promote SHIP awareness, and advise/instruct students, parents, and the campus community on SHIP provisions and eligibility.
Student Support & Administration
Evaluate student issues that arise and refer them to appropriate services and resources. Cultivate relationships and foster collaboration with key campus partners and maintain the SHIP website and student portal.
Leadership Development
Participates in division-wide collaborative projects that support the Campus Life strategic Plan, search committees, and other leadership development opportunities.
Required Education, Knowledge, Skills, Abilities:
Associate degree, plus three to five years related accounting/business experience, or an equivalent combination of experience and education.
Three to five years of progressively responsible administrative experience.
High proficiency in Microsoft Excel.
Outstanding communicator: an individual who possesses strong written and verbal communication skills, as well as the ability to present their views clearly and compellingly.
Ability to demonstrate cultural competency by effectively communicating and engaging with diverse student populations, understanding and respecting diverse cultural norms, and fostering inclusive cross-cultural interactions.
Demonstrated skill in managing complaints/problems effectively and/or referring as appropriate.
Demonstrated ability to foster a cooperative, welcoming, and inclusive work environment.
Demonstrated ability to maintain confidentiality and perform a wide range of duties that require independent judgment, organizational skills, flexibility, tact, and discretion.
Excellent interpersonal skills and customer focus, with the ability to project a collaborative and professional demeanor with a wide range of constituencies in a diverse University community.
Ability to anticipate problems, critical issues, and opportunities as they arise and advise accordingly.
Ability to develop financial plans and manage resources.
Exceptional organizational skills to manage simultaneous ongoing projects and to maintain workflow, including attention to detail and accuracy in correspondence and reports.
Self-motivated, proactive, and committed to continuous improvement.
Ability to work independently and with minimal supervision.
High degree of professionalism, integrity, and dependability.
Preferred Education, Knowledge, Skills, Abilities:
Bachelor’s degree in Accounting or Business Management.
Five to seven years of progressively responsible administrative experience.
Demonstrated knowledge of health insurance and industry standards.
Experience with health insurance programs.
Accountabilities:
Reports to Director, Finance and Administration, Health and Wellbeing
Works under minimal supervision
Responsible for own work only
Physical Requirements:
Remaining in a stationary position, often standing, or sitting for prolonged periods.
Communicating with others to exchange information.
Repeating motions that may include the wrists, hands, and/or fingers.
Environmental Conditions:
No adverse conditions expected.
Additional Job Description
Time Type Requirement
Full timeThis position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his/her supervisor.
In order to provide a safe and productive learning and living community, Wake Forest University conducts background investigations and drug screens for all final staff candidates being considered for employment.
Equal Opportunity Statement
The University is an equal opportunity employer and welcomes all qualified candidates to apply without regard to race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and military or veteran status.
Accommodations for Applicants
If you are an individual with a disability and need an accommodation to participate in the application or interview process, please contact AskHR@wfu.edu or (336) 758-4700.