BURSAR RESUME EXAMPLE

Updated: July 22, 2024 - The Bursar manages and oversees the financial affairs of an educational institution, ensuring compliance with legal and regulatory requirements. Develops and implements budgets, monitors transactions, and provides financial reporting to support decision-making processes. Facilitates the efficient allocation of resources, optimizes financial operations, and maintains fiscal integrity.

Tips for Bursar Skills and Responsibilities on a Resume

1. School Bursar Resume Format

Job Summary: 

  • Updating school computer systems and keeping up to date records of staff and pupils
  • Handling data and understanding data protection regulations
  • Manage invoices, fund management, purchase orders, etc
  • Manage admissions and registrations and oversee student and staff attendance
  • Keep analysis of costs and expenditure records
  • Prepare financial forecasts and annual estimates
  • Maintain cash flow projections and manage invoices
  • Manage a high workload and prioritise tasks.
  • Provide reports on stakeholders and oversee the Finance Officer


Skills on Resume:

  • IT Systems Maintenance (Hard Skills)
  • Data Compliance (Hard Skills)
  • Financial Management (Hard Skills)
  • Admissions Oversight (Hard Skills)
  • Financial Analysis (Hard Skills)
  • Cash Flow Management (Hard Skills)
  • Task Prioritization (Soft Skills)
  • Stakeholder Supervision (Soft Skills)

2. Bursar Resume Model

Job Summary: 

  • Performs biweekly Financial Aid posting procedure through the current term and for past terms. 
  • Assures the accurate preparation and submission of refund files and funding wires to refund partner.
  • Develops and maintains proper budgeting, fiscal and personnel resources, report preparation, and management within the assigned area.
  • Participates in reviewing and decision making for all submitted appeals on a scheduled basis.
  • Analyzes accounts receivable subsidiary ledger for accuracy and reasonableness. 
  • Prepares reports of uncollectible accounts and analyzes outstanding receivables 
  • Determine accounts to write off and amount to include in Allowance for Bad debt account.
  • Serves as the Business Office liaison to various College committees, the College Refund Processing partner and the College Payment Plan partner.
  • Prepares co-op and chargeback enrollment reports.
  • Performs monthly reconciliations by reviewing the work of the accounts receivable clerks to ensure it is accurate and complete.


Skills on Resume:

  • Financial Aid Posting (Hard Skills)
  • Refund File Management (Hard Skills)
  • Budgeting and Resource Management (Hard Skills)
  • Appeals Review (Hard Skills)
  • Accounts Receivable Analysis (Hard Skills)
  • Uncollectible Accounts Reporting (Hard Skills)
  • Committee Liaison (Soft Skills)
  • Reconciliation Oversight (Hard Skills)

3. Bursar Resume PDF Editor

Job Summary: 

  • Leading non-teaching support staff professional, to work alongside the rest of the Senior Leadership Team and Governing Board.
  • Directly to the Headteacher and the Governing Body for all aspects of financial management and compliance
  • Strategic planning, reporting, budgeting, forecasting and annual statement of accounts, procedures, systems and controls
  • Procurement and contract management, and risk management.
  • Investigate options and develop solutions to ensure a robust annual and 3 year balanced budget plan is planned for the school.
  • Develop and review an effective risk management strategy 
  • Mitigate the risks to the successful operation of the school and ensure a safe and secure environment.
  • Ensure the school has effective disaster recovery and business continuity plans.
  • Take the lead responsibility for the school's premises and buildings including maintenance, security, development and furnishing.


Skills on Resume:

  • Financial Leadership (Soft Skills)
  • Compliance Management (Hard Skills)
  • Strategic Planning (Soft Skills)
  • Budgeting Expertise (Hard Skills)
  • Procurement Oversight (Hard Skills)
  • Risk Analysis (Hard Skills)
  • Disaster Planning (Hard Skills)
  • Facilities Management (Hard Skills)

4. Bursar Resume Template

Job Summary: 

  • Ensure that realistic HR advice is available to the Headteacher and SLT that ensures the right business decisions are made within the appropriate legislation and maintaining the dignity of staff concerned
  • Ensure all HR policies and procedures comply with legal and regulatory requirements.
  • Direct and lead the office, facilities and IT teams to ensure that operational targets are met.
  • Ensure that the school has a strategy for using technology aligned with the overall vision and plans for the school and provides value for money.
  • Overall responsibility for IT, ensuring resources, support and training are provided 
  • Enable staff and students to make the best use of available ICT, including teaching, learning and assessment systems.
  • Accountable for the effective conduct of financial affairs and operational business management, including estates
  • Addresses requirements and inquiries from all other University departments and offices.
  • Assists in the preparation of information for the annual and periodic audits.


Skills on Resume:

  • HR Advisory (Soft Skills)
  • HR Compliance (Hard Skills)
  • Team Leadership (Soft Skills)
  • Technology Strategy (Hard Skills)
  • IT Management (Hard Skills)
  • ICT Utilization (Hard Skills)
  • Financial Oversight (Hard Skills)
  • Audit Support (Hard Skills)

5. Bursar Resume Sample

Job Summary: 

  • Tuition & fee assessment – record and process schedule changes by Registrar
  • Calculate any refund or tuition changes, share changes with Financial Aid
  • Record and process post professional changes 
  • Fee assessment – record and process miscellaneous fees
  • Refund /returns – record and process miscellaneous returns/refunds due to drop/withdrawal, return of lender funds, credit card credit, AP to HigherOne
  • Refund/returns – Process Funds on Hold, CPE Seminar cancellation
  • Support the Bursar team by ensuring superior data quality work with counterparts in the organization to resolve data integrity issues
  • Resolves escalated student and interdepartmental issues, discrepancies, and complaints that may arise with students.
  • Performs professional and administrative duties assigned, by the Controller/Director, Business Services, in addition to the delineated responsibilities.


Skills on Resume:

  • Tuition & Fee Processing (Hard Skills)
  • Schedule Change Management (Hard Skills)
  • Refund Calculation (Hard Skills)
  • Fee Assessment (Hard Skills)
  • Refund/Return Processing (Hard Skills)
  • Fund Disbursement (Hard Skills)
  • Data Quality Assurance (Hard Skills)
  • Issue Resolution (Soft Skills)

6. Bursar Resume PDF Maker

Job Summary: 

  • Manage request for and disbursement of petty cash, collection of expense receipts
  • Maintain record of use of petty cash by department and account number and communicate with Corp Accounting for expense booking
  • Manage office supply ordering for the campus and provide receipts to students for payments 
  • Allocate office supplies expense to department and post cost allocation to Corporate Accounting for booking
  • Scan, save and process Call-in credit card payments, walk-in payments, FSA, etc.
  • Provide document behind receipting for Corporate Accounting to batch process
  • Analyze AR Reports to identify and assist with collecting on student past due balances
  • Assist with ensuring billing statements go out timely and accurately and are aligned with pre-determined dates as outlined on the academic calendar
  • Assist students with payment plans, refund, bursar hold and billing questions
  • Weekly management, initiate and confirm correct data


Skills on Resume:

  • Petty Cash Management (Hard Skills)
  • Expense Recordkeeping (Hard Skills)
  • Office Supply Procurement (Hard Skills)
  • Cost Allocation (Hard Skills)
  • Payment Processing (Hard Skills)
  • Document Preparation (Hard Skills)
  • Accounts Receivable Analysis (Hard Skills)
  • Student Billing Assistance (Soft Skills)

7. Bursar Resume Download

Job Summary: 

  • Directs account receivable operations, including cash collections
  • Check distributiion, credit card processing and refund preparation.
  • Creates electronic Preparation of receivables-related schedules
  • Coordinating documentation gathering for financial audits with the Controller/Director, Business Services and other requesting departments for their specific audit requests.
  • Prepares daily bank deposits and performs Colleague processes to post prior daily activity. 
  • Reconciles the general checking account and posts any ACH activity to the general ledger. 
  • Maintains daily reconciliation spreadsheets for all revenues. 
  • Prepares daily cash balance memorandum for administration and directs College accounts receivable operations. 
  • Reviews and approves accounts receivable billing and collection actions 
  • Collection agencies and the Illinois Office of the Comptroller Local Debt Recovery Program.


Skills on Resume:

  • Accounts Receivable Management (Hard Skills)
  • Payment Processing (Hard Skills)
  • Receivables Reporting (Hard Skills)
  • Audit Coordination (Hard Skills)
  • Bank Deposit Preparation (Hard Skills)
  • General Ledger Reconciliation (Hard Skills)
  • Revenue Reconciliation (Hard Skills)
  • Billing Oversight and Approval (Hard Skills)

8. Bursar Resume Example

Job Summary: 

  • Assure Bursar systems and accounts are reconciled in a timely fashion.
  • Assure systems and processes are established to provide accurate and timely fee invoices.
  • Assure compliance with various federal regulations and assure reports are accurate and timely.
  • Work with auditors to facilitate the annual A-133, financial report, and other audits.
  • Follow up with findings and recommendations to improve and strengthen processes.
  • Assure internal control environment is effective and appropriate.
  • Oversee cash handling processes and assure controls are in place to minimize the risk of fraud or loss.
  • Participate in the annual tuition and fee setting process and generally support management's efforts in preparing the tuition and fee schedule for the Board of Trustee's approval.
  • Assure refunds including financial and disbursements are made in accordance with Title IV regulations.


Skills on Resume:

  • Reconciliation Timeliness (Hard Skills)
  • Invoice Accuracy (Hard Skills)
  • Regulatory Compliance (Hard Skills)
  • Audit Facilitation (Soft Skills)
  • Process Improvement (Soft Skills)
  • Internal Control (Hard Skills)
  • Cash Handling (Hard Skills)
  • Tuition Support (Hard Skills)

9. Assistant Bursar Resume Online Editor

Job Summary: 

  • Support to ensure all students are comfortable and sufficiently informed/prepared.
  • Communicating and follow up effectively in a timely manner.
  • Participates in student registration activities to promote student awareness of the Bursar Department.
  • Maintain a thorough working knowledge of all functionality of the CampusVue system and all other related student administrative systems.
  • Communicate financial information in a professional and courteous manner 
  • Help students and parents understand their financial obligation to University both verbally and in writing.
  • Contributes to team effort by welcoming new and different work requirements
  • Exploring new opportunities to enhance the services of the department
  • Extensively provide student-focused, solution-oriented communication


Skills on Resume:

  • Student Support (Soft Skills)
  • Timely Communication (Soft Skills)
  • Registration Promotion (Soft Skills)
  • System Proficiency (Hard Skills)
  • Financial Communication (Soft Skills)
  • Obligation Guidance (Soft Skills)
  • Team Collaboration (Soft Skills)
  • Service Enhancement (Soft Skills)

10. Assistant Bursar Resume PDF Download

Job Summary: 

  • Assisting callers as well as assisting students that come to the office.
  • Sorts and distributes incoming and outgoing mail and faxes.
  • Maintains and orders office supplies and prepares mail daily.
  • Maintains and distributes In-House Phone Directory.
  • Assists with processing weekly collection letters and helping others accomplish job results  
  • Ensures proper receipting of payments and assists in third party billing.
  • Tracks payments regarding certain student groups and posting of parking fines to the ledger.
  • Working up deposits and makes collection calls to students who are past due.
  • Prepares and submits statements/invoices for payment from agencies.


Skills on Resume:

  • Caller Assistance (Soft Skills)
  • Mail Handling (Hard Skills)
  • Supply Management (Hard Skills)
  • Directory Maintenance (Hard Skills)
  • Collection Processing (Hard Skills)
  • Payment Receipting (Hard Skills)
  • Payment Tracking (Hard Skills)
  • Debt Collection (Hard Skills)

11. Operations Bursar Resume Guide

Job Summary: 

  • To support the Commercial Director in leveraging commercial opportunities
  • Income from the Sports Centre through the availability and quality of the services and facilities it provides.
  • Liaising with the Events Manager regarding the specific requirements of events, ensuring that these meet all legislative and regulatory requirements.
  • Ensuring the delivery, whatever the mode of entry, of an outstanding Reception function for the School(s).
  • Maintaining risk registers for those functions under the leadership of the Operations Bursar.
  • Contributing to contingency and critical incident plans 
  • Ensuring day to day support functions are ready and can fulfil requirements in critical incidents.
  • Maintaining appropriate levels of staff training and ensuring all teams comply with policies and procedures.
  • Support the Performance Director and Director of Sport in establishing a regional hub of excellence for performance sport, training and rehabilitation.


Skills on Resume:

  • Commercial Support (Hard Skills)
  • Income Optimization (Hard Skills)
  • Event Requirements Liaison (Hard Skills)
  • Reception Management (Hard Skills)
  • Risk Register Maintenance (Hard Skills)
  • Contingency Planning (Hard Skills)
  • Support Function Readiness (Hard Skills)
  • Staff Training Oversight (Hard Skills)

12. Bursar Resume Format and Download

Job Summary: 

  • Leads the strategic, financial and operational management of the School and plays an integral role in developing the school’s vision, as well as implementing its strategy.
  • Play a pivotal role in the strategic development of PGS alongside a new Head. 
  • Respond to ad hoc management requests for information providing analysis and reports. 
  • Responsible for configuration and management of eCommerce software and assure reports are accurate and timely.
  • Perform system tests for upgrades and resolution of issues with vendors.
  • Reconcile and report student fee revenue and related financial information to Budget and Fiscal Planning.
  • Provides Financial Services leadership with financial reports on a regular basis, as to student tuition and other revenues 
  • Ensure the safe maintenance and secure operation of all activities on the school premises.
  • Develops a competent and efficient account staff by training the staff in new policies and procedures.


Skills on Resume:

  • Strategic Leadership (Soft Skills)
  • Vision Development (Soft Skills)
  • Management Reporting (Hard Skills)
  • eCommerce Management (Hard Skills)
  • System Testing (Hard Skills)
  • Revenue Reconciliation (Hard Skills)
  • Financial Reporting (Hard Skills)
  • Staff Training (Soft Skills)

13. Operations Bursar Resume Model and Sample

Job Summary: 

  • Ensure the security of the School(s) sites and grounds, liaising with local emergency services, as well as excellence in the other duties performed by the Custos team.
  • Maintaining the necessary health and safety related record and ensuring are accessible for inspection and other purposes.
  • Ensuring that all security and H&S systems are maintained.
  • Contributing to the termly H&S Committee meetings at both SS and SPS.
  • Understanding the needs of the School(s) in respect of transport (start and end of day, during day, weekends) and ensuring requirements are met.
  • Overseeing the School’s fleet of vehicles (purchase/lease, maintenance, performance, safety), including the transition to electric fleets and lower carbon emission vehicles.
  • Overseeing liaison with external transport providers that complement the School(s) own fleet and monitor their performance and compliance with appropriate legislation.
  • Ensuring that all necessary standards of performance and qualification are adhered to by all the School(s) drivers.
  • Provide leadership to the Sports Centre Manager to deliver both outstanding facilities and support to all users of the Sports Centre, be they from the School(s) or wider public.


Skills on Resume:

  • Security Management (Hard Skills)
  • Health and Safety Records (Hard Skills)
  • Systems Maintenance (Hard Skills)
  • Committee Contribution (Soft Skills)
  • Transport Coordination (Hard Skills)
  • Fleet Oversight (Hard Skills)
  • External Provider Management (Hard Skills)
  • Sports Facility Leadership (Soft Skills)

14. Operations Bursar Resume Template and Example

Job Summary: 

  • Ensuring a suitable inspection regime for the grounds and built estate
  • Directing the development of annual and long-term maintenance plans
  • Obtaining necessary advice, permissions, planning consents, building regulations, fire authority approvals etc.
  • Ensuring the effective and efficient commissioning and completion of minor buildings works.
  • Establishment, and then subsequent management/prioritisation of maintenance job/small works requests.
  • Procuring and then delivering value through 3rd party contacts and contractors.
  • Ensuring business continuity plans are in place and regularly tested to ensure the continuity of School(s) operations.
  • Planning for and working in such a way as to lower the carbon footprint of the School, in accordance with its Development Plan ambitions.
  • Line manging the Health & Safety Advisor, ensuring compliance with all relevant H&S legislation and codes of practice across all the School(s) sites.


Skills on Resume:

  • Inspection Oversight (Hard Skills)
  • Maintenance Planning (Hard Skills)
  • Regulatory Compliance (Hard Skills)
  • Project Commissioning (Hard Skills)
  • Maintenance Management (Hard Skills)
  • Contractor Procurement (Hard Skills)
  • Business Continuity Planning (Hard Skills)
  • Environmental Strategy (Hard Skills)

15. Operations Bursar Resume Sample and PDF Download

Job Summary:  

  • Carrying out annual appraisals and personal development reviews.
  • Working with functional leads to ensure the development and productivity of front-facing support teams.
  • Planning and managing delegated budgets and achieving value for money.
  • Providing termly and annual statistics on the functions of the front facing support teams.
  • Proving information and reports as required to the School, its governance mechanisms and other agencies 
  • Monitoring food quality and catering service (including by active engagement with pupils and staff)
  • Maintaining awareness of best practice, addressing any concerns and determining how to improve the service over time.
  • Liaison with the Headmaster, Head of the Senior School and Deputy Heads, understanding the evolving requirements that exist in respect of boarding accommodation and the educational and pastoral facilities across the School’s site and sports grounds.
  • In liaison with the Head (SPS), understanding the requirements that exist in respect of pupil educational and pastoral facilities on the Prep School site.
  • Line managing those who manage and maintain the School’s grounds and buildings and rigorously overseeing the performance of the Estates and Facilities, Domestic, Compliance, Grounds and Landscaping teams.


Skills on Resume:

  • Performance Appraisals (Hard Skills)
  • Team Development (Soft Skills)
  • Budget Planning (Hard Skills)
  • Statistical Reporting (Hard Skills)
  • Information Provision (Hard Skills)
  • Quality Monitoring (Hard Skills)
  • Best Practices Awareness (Hard Skills)
  • Facilities Oversight (Hard Skills)

16. Operations Bursar Resume PDF Template

Job Summary: 

  • Ensuring the delivery of high quality and professional services
  • Creating a culture of excellence in all areas of responsibility.
  • Managing and ensuring the development and productivity of all relevant support staff including the line management of relevant functional leads.
  • Liaising with key senior staff and prep school colleagues in determining ongoing day-to-day and one-off requirements in order to ensure the Group’s support services meet those requirements.
  • Ensuring compliance with relevant legislation and regulations that fall within oversight.
  • Maintaining up to date policies and procedures for the work of their teams, which reflect the Group’s requirements and relevant legislation and guidance.
  • Planning, managing and reporting on all delegated budgets for relevant support functions (including the achievement of value for money).
  • Contribute to the development and effective running of the Group’s support systems and services.
  • Preparing objectives and plans for the work of support staff aligned with the priorities and objectives of the School(s).
  • Leading and managing direct reports, including training, development, regular meetings 


Skills on Resume:

  • Service Quality Assurance (Hard Skills)
  • Culture Development (Soft Skills)
  • Staff Management (Soft Skills)
  • Strategic Liaison (Soft Skills)
  • Regulatory Compliance (Hard Skills)
  • Policy Maintenance (Hard Skills)
  • Budget Management (Hard Skills)
  • Systems Development (Hard Skills)

17. Bursar Resume Example and Online Editor

Job Summary: 

  • Review student accounts and make collection determinations.
  • Maintain daily transaction reports and prepare month-end closings 
  • Coordinate with treasury and identify payments from outside sources.
  • Make adjustments to charges and payments to student accounts.
  • Assist with enrollment changes and post billing adjustments accordingly in compliance with all institutional, state, and federal regulations.
  • Reconcile all daily transactions, including posting of all funds to student ledgers
  • Reconciling and releasing funds to the general ledger, and daily bank deposits in conjunction with treasury.
  • Resolve credit balances per federal regulation and receive and record student payments.
  • Work with 3rd party agencies for collection and payment of scholarships and grants.
  • Represent the Department at various events including Financial Aid and Registration Days, Orientation, and Admissions events.


Skills on Resume:

  • Account Review and Collections (Hard Skills)
  • Financial Reporting (Hard Skills)
  • Payment Coordination (Hard Skills)
  • Account Adjustments (Hard Skills)
  • Enrollment Compliance (Hard Skills)
  • Transaction Reconciliation (Hard Skills)
  • Ledger Reconciliation (Hard Skills)
  • Payment Resolution (Hard Skills)

18. Bursar Resume Model and PDF Maker

Job Summary: 

  • Oversees the student accounts activity including billing and collection efforts
  • Processing refunds of financial aid and other credit balances
  • Distribution of emergency loans and posting of all cash receipts.
  • Maintains/controls student and non-student accounts receivable including processing reviews of assessed/charged tuition and other fees.
  • Maintains compliance with cash management regulations with all government, federal, and accounting agencies.
  • Reviews the work performed by and mentors the Assistant Bursar and others assigned to the Bursar’s office
  • Ensures accuracy of data files and postings to the general ledger with a strict adherence to meeting all internal and external deadlines.
  • Prepares and maintains all required loan related reports, including the reconciliation of all loan accounts and receivables.
  • Liaison to the Financial Aid Office, Registrar’s Office, Bookstore, Financial Services, and the Colleges
  • Attending meetings and sharing/receiving information to better serve students, campuses, and the community


Skills on Resume:

  • Accounts Management (Hard Skills)
  • Refunds Processing (Hard Skills)
  • Loan Administration (Hard Skills)
  • Receivable Oversight (Hard Skills)
  • Cash Compliance (Hard Skills)
  • Leadership & Mentoring (Soft Skills)
  • Data Accuracy (Hard Skills)
  • Reporting & Reconciliation (Hard Skills)