Summary
Overview
Work History
Education
Skills
Timeline
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Jessica Ortega

Covina,CA

Summary

Experienced Senior Manager of Student Accounts with a strong background in accounting and finance, including extensive financial management expertise. Skilled in resolving intricate issues, utilizing financial analysis to drive strategic decisions, guiding teams, and optimizing financial processes to align with organizational objectives. Excited to leverage diverse skill set in a new opportunity, committed to ongoing development and making valuable contributions to company achievements.

Overview

9
9
years of professional experience

Work History

Senior Manager of Student Accounts

Pitzer College
09.2021 - Current
  • Lead end-to-end student account operations, including billing, collections, account reconciliation, and Title IV compliance.
  • Process and post all payments from multiple payment processors and manage over $160 million dollars of revenue annually.
  • Post all miscellaneous charges and updates to student accounts, including wire payments, returned checks, health charges, housing charges, meal plan charges and adjustments.
  • Spearheaded the implementation of a consortium-wide SIS, enhancing cross-campus billing and data sharing with 5C institutions.
  • Develop and enforce departmental policies to optimize workflows, ensure compliance, and improve the student experience.
  • Maintain SIS configurations each term, including mapping, assessments, and charge tables.
  • Design and generate Cognos reports to improve data accuracy, monitor account statuses, and support decision-making.
  • Manage the processing of financial aid disbursements, student payments, and timely refunds in compliance with federal guidelines.
  • Post daily and month-end transactions to Workday Finance and perform related account reconciliations.
  • Reconcile aged receivables and implement effective collection strategies for delinquent accounts.
  • Oversee year-end close, journal entries, and audit preparation, ensuring financial accuracy and compliance.
  • Supervise and train the Student Accounts team, promoting a collaborative and service-oriented environment.
  • Coordinate with departments across campus to ensure billing accuracy and resolve account issues.
  • Represent the college on intercollegiate committees, aligning institutional priorities with consortium-wide initiatives.
  • Reconcile monthly clearing accounts for scholarships, tuition remission, student health insurance, and payments.
  • Prepare and file IRS tax forms 1042-S and 1098-T.

Finance Manager

Life Pacific University
11.2018 - 09.2021
  • Managed student accounts, processing daily payments, credit balances, and security deposit refunds.
  • Processed all incoming payments to institution including donations and student payments from multiple payment processors.
  • Coded all invoices for institution, entered and processed all payments for vendors and bills.
  • Administered all employee credit card accounts, monitored expenses to confirm each department was within budget. Coded and entered all employee credit card expenses and processed all employee reimbursements.
  • Reconciled tuition, loans, scholarships, donations, and student account activity on a monthly basis.
  • Prepared and submitted 1098-T and 1099 tax forms annually and drew down federal funds via the G5 system.
  • Generated and distributed monthly financial reports for board members, finance committee, and department heads.
  • Supported month-end, quarter-end, and year-end close processes, assisting with balance sheet reconciliations and financial aid posting.
  • Assisted with the preparation of audit documentation for annual financial audits and ensured timely renewals for organizational memberships and software licenses.

Accounts Payable & Receivable Clerk

Utility Trailer Manufacturing Company
02.2018 - 10.2018
  • Processed high-volume invoices, EFTs, wire transfers, ACH, and check payments on a weekly basis.
  • Maintained and updated daily, weekly, and monthly AP/AR cash reports and managed accounts receivable deposits.
  • Assisted with month-end closings and reconciliations for the plant, ensuring accuracy in financial records.
  • Updated the daily checkbook for all financial transactions and supported general accounting operations.

Accounts Payable Specialist

South Hills Country Club
02.2016 - 02.2018
  • Reconciled checks with bank statements and monitored budget allocations.
  • Processed and coded invoices and managed vendor credit applications, 1099 forms, and W-9s.
  • Processed employee reimbursements, managed employee credit cards and ensured timely check runs.
  • Supported the preparation of month-end financial statements alongside the controller for the board of trustees.

Education

Accounting Certificate -

Ashworth College
01.2021

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Citrus College
01.2015

Skills

  • Financial Software: Jenzabar CX, Cognos, Workday Finance, Transact, Anthology Student, QuickBooks, Lawson, Great Plains
  • Office Tools: Microsoft Excel, Microsoft Word/Office, PowerPoint, Adobe, Smartsheet,Sharepoint

Timeline

Senior Manager of Student Accounts

Pitzer College
09.2021 - Current

Finance Manager

Life Pacific University
11.2018 - 09.2021

Accounts Payable & Receivable Clerk

Utility Trailer Manufacturing Company
02.2018 - 10.2018

Accounts Payable Specialist

South Hills Country Club
02.2016 - 02.2018

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Citrus College

Accounting Certificate -

Ashworth College

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Jessica Ortega