Financial Analyst (Team Lead)

Position overview

Refund intake and review

• Accept refunds from Academic Institutions and track and catalog refund and recoupment checks in the appropriate government tracker within three business days of receipt.
• Research refund reasons, verify information, and review ArmyIgnitED and its Admin portal for submitted refunds, recoupments, or waivers.
• Annotate adjustments under SOPs and provide spreadsheets to the government lead to support processing and prevent checks from becoming stale.
• Run downloadable ArmyIgnitED Admin portal reports as needed to validate invoice information.

Processing and recommendations

• Verify the original payment method and accounting lines for each refund and match it to the correct fiscal year and Army Component.
• Distribute flagged refunds to contract staff and notify the Government Program Manager of issues requiring intervention within three business days of flagging.
• Provide written research and recommendations to the subject matter expert within seven business days after research completion, with justification in the tracker.
• Submit action recommendations to the appropriate government employee within 25 calendar days after receipt of refund checks.
• Process the government refund lead's accept, reject, or return decision within five business days.

Forms and records

• Prepare a memo for government signature and return checks to the Academic Institution when checks cannot be processed.
• Prepare and verify the ArmyIgnitED-generated DD1131 form, upload it to TEAMS for government refund lead signature, and track it within the stated deadlines.
• Prepare processed refund checks for mailing to higher headquarters for deposit and processing.
• Add counseling notes to Soldiers' ArmyIgnitED records and document and catalog records in TEAMS under Army policy guidance.

Qualifications

• An associate's degree or 60 semester hours is required.
• At least two years of relevant experience in the stated functional areas is required.