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Financial assistant Jobs in Winston-Salem, NC

Last updated: 14 hours ago
  • Promoted
Assistant Director, Veterans Affairs Financial Aid Specialist, Financial Aid

Assistant Director, Veterans Affairs Financial Aid Specialist, Financial Aid

InsideHigherEdWinston Salem, North Carolina
Full-time
Your application will automatically populate your resume details, and you may verify and update data on the.Resume / CV document upload section at the bottom of the. You will not be able to modify you...Show moreLast updated: 3 days ago
  • Promoted
Financial Analyst

Financial Analyst

Banyan SearchWinston-Salem, NC, US
Full-time
We are seeking a talented Financial Analyst to support a dynamic team.The role requires strong analytical skills to generate meaningful financial insights, support decision-making processes, and co...Show moreLast updated: 30+ days ago
  • Promoted
Senior Cost / Financial Analyst

Senior Cost / Financial Analyst

LHH Recruitment SolutionsWinston-Salem, NC, US
$90,000.00–$110,000.00 yearly
Full-time
LHH Recruitment Solutions is seeking to fill a Senior Cost / Senior Financial Analyst role for a leading manufacturer for their Winston Salem, NC location. The ideal candidate will be a finance prof...Show moreLast updated: 11 days ago
Financial Professional

Financial Professional

New York LifeWinston-Salem, NC
New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insuranc...Show moreLast updated: 30+ days ago
Exclusive Financial Specialist

Exclusive Financial Specialist

Allstate BenefitsStatewide, NC, US
Would you like to own a meaningful financial services practice under the Allstate brand?.Scale your existing practice with proven support, flexibility and access to new customers.We’re looking for ...Show moreLast updated: 30+ days ago
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Associate Financial Advisor

Associate Financial Advisor

First National Bank of PennsylvaniaWinston Salem, NC, United States
Full-time
Make a difference - for us and for your future.The AFA could be partnered with a Financial Advisor(s) or work independently. This position is primarily responsible for prospecting and scheduling of ...Show moreLast updated: 5 days ago
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ASSOCIATE FINANCIAL ADVISOR

ASSOCIATE FINANCIAL ADVISOR

Edward JonesNC, United States
$69,100.00 yearly
Full-time
Does that describe you? If so, we need you on our team.At Edward Jones, we're all about making a difference.In the lives of our clients - and our people. Our licensed branch associates are highly vi...Show moreLast updated: 1 day ago
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Financial Services Professional

Financial Services Professional

State FarmFayetteville, North Carolina Metropolitan Area, United States
Full-time
The State Farm agent opportunity is one of the best small business opportunities in America.If you’re interested in running your own business, we are seeking an accomplished professional to become ...Show moreLast updated: 10 days ago
Advisor, Financial Aid

Advisor, Financial Aid

Guilford Technical Community CollegeNorth Carolina, United States
$58,971.74 yearly
The jobholder advises students regarding financial aid applications, awards, and miscellaneous matters.The jobholder also verifies and awards aid to eligible applicants, complying with all federal ...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Financial Auditor II

Financial Auditor II

Novant HealthWinston-Salem, NC, United States
Full-time
This position plans and conducts monitoring, auditing, investigations and special projects.The auditor assists / advises departments / facilities in developing monitoring protocols and efficient and ef...Show moreLast updated: 14 hours ago
Financial Analyst

Financial Analyst

SyscoFP, Coastal SBUnited States
$60,000.00–$90,000.00 yearly
Full-time
US1601 Coastal Sunbelt Produce, LLC.The compensation range provided is in compliance with state specific laws.Factors that may be used to determine your actual rate of pay include your specific ski...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

Northwestern Mutualwinston-salem, NC, United States
$250,000.00 yearly
Full-time
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show moreLast updated: 10 days ago
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Financial Administrator

Financial Administrator

Garner FoodsWinston-Salem, NC, United States
Full-time
At Garner Foods, we believe in investing in our team.That's why we offer a comprehensive benefits package designed to support your personal and professional growth. From competitive pay potential an...Show moreLast updated: 8 days ago
Financial Professional

Financial Professional

Summit Advisory GroupWinston-Salem, NC
At Summit Advisory Group, we have created a unique team-oriented atmosphere which facilitates the flow of information and expertise to everyone involved. Representing National Life Insurance Company...Show moreLast updated: 30+ days ago
  • Promoted
FINANCIAL ADMINISTRATOR (COMMERCIAL ROOFING)

FINANCIAL ADMINISTRATOR (COMMERCIAL ROOFING)

GSM ServicesNC, United States
Full-time
GSM Services has been providing high-quality home and commercial improvement services to the Greater Charlotte area since 1927. We offer a wide variety of services for residential and commercial pro...Show moreLast updated: 2 days ago
  • Promoted
Assistant Director, Veterans Affairs Financial Aid Specialist, Financial Aid

Assistant Director, Veterans Affairs Financial Aid Specialist, Financial Aid

Wake Forest UniversityWinston Salem, NC, United States
Your application will automatically populate your resume details, and you may verify and update data on the.Resume / CV document upload section at the bottom of the. You will not be able to modify you...Show moreLast updated: 30+ days ago
  • Promoted
Financial Analyst

Financial Analyst

Womble Bond Dickinson (US) LLPWinston-Salem, NC, United States
$72,500.00–$130,000.00 yearly
Full-time
Womble Bond Dickinson (US) LLP, an Am Law 100 law firm with more than 850 US lawyers, is seeking a Financial Analyst.The successful candidate will have a strong analytical background and ability to...Show moreLast updated: 15 days ago
Financial Analyst

Financial Analyst

MedCostWinston-Salem, NC, US
The Financial Analyst is an experienced professional with proven skills in medical claims administration and a working knowledge of stop-loss administration. The primary responsibility of this posit...Show moreLast updated: 30+ days ago
  • Promoted
37049 | Chief Financial Officer

37049 | Chief Financial Officer

Brilliant StaffingWinston-Salem, NC, United States
$200,000.00–$225,000.00 yearly
Full-time
This role requires a strategic leader who can drive financial planning, ensure compliance, manage risks, and optimize processes to support the company's continued growth. Health, dental, and vision ...Show moreLast updated: 4 days ago
Assistant Director, Veterans Affairs Financial Aid Specialist, Financial Aid

Assistant Director, Veterans Affairs Financial Aid Specialist, Financial Aid

InsideHigherEdWinston Salem, North Carolina
3 days ago
Job type
  • Full-time
Job description

Application Instructions :

External Applicants : Please upload your resume on the Apply screen. Your application will automatically populate your resume details, and you may verify and update data on the My Information page.

Please add your cover letter and any other documents required for the position to the Resume / CV document upload section at the bottom of the My Experience application page. Use the Select Files button to add multiple documents including your cover letter and supporting documents. The My Experience page is the only opportunity to add your cover letter and supporting document attachments. You will not be able to modify your application after you submit it .

Current Employees : Apply from your existing Workday account. Do not apply from the website. Log in to Workday. Click on the Jobs Hub and select Browse Jobs . Locate the position and click Apply . Update your Education and Job History.

  • Cover letter required for all positions and optional for facilities, campus services, and hospitality positions unless otherwise specified.

Job Description Summary

The Assistant Director, Veterans Affairs Financial Aid Specialist evaluates and processes Department of Defense (DOD) and Department of Veterans Affairs (VA) education benefits, verifies student benefit eligibility, helps students through the benefit application process, updates benefit information on a continuous basis in DOD / VA and / or University systems, runs and review queries to monitor student’s academic progress noting any concerns. Assists the Associate Director of Compliance and training to ensure the school maintains compliance with all VA / DOD and state policies as they relate to military educational benefits, keeps supervisor and staff informed of any pertinent changes to related military education policies, codes students and works with WFU Student Financial Services to build contracts according to their respective benefit programs, and coordinates with the school bookstore regarding payment information as it relates to military educational programs.

The Assistant Director, Veterans Affairs Financial Aid Specialist provides counseling, need analysis and packaging for students eligible for Veterans’ educational benefits across the schools on the Reynolda Campus (College, Graduate School of Arts and Sciences, School of Divinity, School of Business, School of Law). The specialist advises students about the financial aid application process, financial aid eligibility, treatment of unusual and extenuating circumstances, and financial aid programs. The specialist serves as a member of the need analysis and packaging team, communications team, and will be a member of the Financial Aid and Scholarship Committee.

Job Description

Essential Functions :

  • Serving as the primary School Certifying Official to prepare, review and submit appropriate documentation necessary for certification of student Veteran education entitlements of the Department of Veterans Affairs (DVA). Submit enrollment certifications to DVA utilizing VA ONCE; monitors student Veteran enrollment and reports changes as needed.
  • Review applications and other information required to certify student enrollment status for VA benefits; determine appropriate VA educational program and eligibility and provide necessary forms; design and develop procedures, forms, applications, and other informative materials.
  • Monitor student course work to ensure compliance with the educational plan developed by the student and counselor to avoid under / overpayment and institutional liability; process student enrollment certifications, unit changes and enrollment verifications; process VA documents / forms related to educational benefits.
  • Process periodic reports of student enrollment changes and final grades; contact students or instructors for further information, process certification adjustments and terminations.
  • Prepare and transmit correspondence for students regarding VA eligibility, student status and other information; respond to requests from other educational institutions / agencies for the verification of student status and records; ensure proper releases are on file to safeguard student privacy; initiate and compose correspondence as appropriate.
  • Maintain student VA records in accordance with VA regulations and audit records to ensure accuracy; research data; prepare files for auditors; generate reports for district, state and federal agencies
  • Under direction, coordinates program compliance audits from the VA Regional Office
  • Provides effective student service by having a thorough understanding of applicable academic regulations, rules, laws, policies, and procedures related to Veterans Services functions and applying that knowledge to the provision of information, problem solving, and information processing.
  • Coordinates VA / military benefit programs with Financial Aid, Financial Services, the University Bookstore, and other University offices as appropriate and ensures timely payments are being made to the University and its entities in the manner prescribed by VA and school policy.
  • Remains competent and current through self-directed professional reading, developing professional contacts with colleagues, attending professional development courses, attending training and / or courses as required by the supervisor.
  • Follow office policies and procedures with respect to all processes and responsibilities.
  • Counsel students and families in person, in writing and over the phone on all matters relating to financial aid application, eligibility, and awards.
  • Understand services and resources available for students across campus
  • Collaborate with colleagues in the Registrar’s Office, Student Financial Services, Academic Advising, and Dean’s Office to meet students’ needs
  • Maintain student records with documentation of contacts, communications, and counseling
  • Analyze various system generated reports and act as needed to ensure timely awarding and disbursement of student financial aid
  • Assists with default prevention measures
  • Make recommendations and referrals to other institutional personnel as needed to support the student experience
  • Review complex federal income tax returns and other documentation submitted and determine appropriate next steps for application
  • Participate in high school financial aid nights and financial aid advocacy and professional membership organizations
  • Support senior financial aid counselor(s) and financial aid advisor with time sensitive projects as assigned
  • Escalate complex student files for review and assistance to ensure a seamless student first experience in resolving any extraordinary circumstances
  • Perform related duties and special projects as assigned
  • Required Education, Knowledge, Skills, Abilities :

  • Bachelor’s degree
  • 3 or more years experience in higher education administration, financial aid experience in federal and institutional methodology preferred
  • Demonstrated ability to work independently and in a team-based environment, manage conflicting priorities and work under deadlines
  • Excellent numeric reasoning ability
  • Knowledge of accounting concepts as well as competence in Excel
  • Strong proficiency in Microsoft Office (Word, Excel, Powerpoint) and Google suite of software applications
  • Detail-oriented with organizational and problem-solving skills
  • Able to manage deadline-oriented projects
  • Able to demonstrate critical thinking, interpersonal, oral and written communication skills
  • Able to practice effective cross-cultural communication skills both verbally and in writing
  • Willingness and ability to take initiative
  • Able to handle sensitive information in a confidential manner
  • Able to work well with all levels of employees, be flexible in nature, have sound judgment with an open and collaborative style that encourages teamwork and cooperation beyond the immediate team to the broader organization.
  • Preferred Education, Knowledge, Skills, Abilities :

  • 5 or more years experience in higher education administration, financial aid experience in federal and institutional methodology preferred
  • Knowledge of Veteran Affairs resources and Federal processes.
  • Accountabilities :

  • Responsible for own work.
  • Physical Requirements :

  • Sedentary work primarily involves sitting / standing; communicating with others to exchange information; repeating motions that may include the wrists, hands, and / or fingers; and assessing the accuracy, neatness, and thoroughness of the work assigned.
  • Environmental Conditions :

  • No environmental conditions
  • Disclaimer :

    This 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 the employee’s supervisor.

    To help provide a safe learning and living community, Wake Forest University conducts background investigations and drug screens for all final candidates being considered for employment.

    Wake Forest seeks to recruit and retain a diverse workforce and encourages qualified candidates across all group demographics to apply. Wake Forest University is committed to providing access and reasonable accommodation in employment for individuals with disabilities.

    Additional Job Description

    Time Type Requirement

    Full time Note to Applicant : This 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.

    Wa ke Forest seeks to recruit and retain a diverse workforce while promoting an inclusive work environment committed to excellence in the spirit of Pro Humanitate. In adherence with applicable laws and as provided by University policies, the University prohibits discrimination in its employment practices on the basis of race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and veteran status and encourages qualified candidates across all group demographics to apply.