Job Details

Student Accounts Receivable Technician

Job no: 541058
Work type: Staff
Location: Monterey Bay
Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Administrative, Probationary, Full Time, On-site (work in-person at business location)

Classification: Accounting Technician III
Hours: Full-time / 40 hours per week
FLSA: Non-exempt

Anticipated Hiring Salary Range: $4,326 - $4,825* mo.
CSU Salary Schedule
*CSUMB provides pay scales representing its good faith estimate of what the university reasonably expects to pay for this position. The pay offered to a selected candidate will be determined on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, and CSU systemwide pay for comparable jobs.

Priority Screening Date: Extended to August 1, 2024
Recruitment Status: Open Until Filled

ABOUT CSUMB

California State University, Monterey Bay is a mid-sized university in California's Central Coast that grants undergraduate and graduate degrees. Powered by an inspiring Founding Vision Statement, CSUMB is part of the nation's largest four-year public university system, California State University, which educates nearly 460,000 students every year. With a vibrant, diverse student body of over 7,000 students, CSU Monterey Bay is both a Minority Serving Institution and a Hispanic Serving Institution. Our staff and faculty transform students' lives with a focus on student success and engagement through experiential learning, service learning, and a strong emphasis on multicultural and global perspectives. CSUMB's sustainability goal is to be carbon neutral by 2030.

The university's Strategic Plan prioritizes inclusive excellence through recruiting and investing in developing a diverse body of faculty, staff and administrators. Many appreciate living and working close to the shores of beautiful Monterey Bay, with easy access to recreational areas from Big Sur to Santa Cruz. Nearby opportunities for collaborative research include working in the Monterey Bay National Marine Sanctuary and Silicon Valley, and with colleagues at local research universities, including UC Santa Cruz and Stanford University.As one of the 23 campuses in the CSU system, CSUMB offers excellent benefits, including access to below-market-rate rental housing on East Campus, and competitive salaries for faculty and staff. With proximity to the San Francisco Bay Area and San Jose, opportunities for faculty, staff and students are as endless as the shores of the nearby Pacific Ocean.

PURPOSE:

Under the general supervision of the Cashiering and Student Accounting Services Manager, the incumbent provides a wide variety of student accounts receivable (STAR) duties for Extended Education and International Programs including student financial systems setup, maintenance, reports and documentation. Work requires considerable judgment, initiative, and independence.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:

• Serves as the liaison to the Office of Extended Education and International Programs (EEIP) on student accounts. Responsible for creating and maintaining EEIP setup in the student financials system, including but not limited to, holds, invoicing, tuition calculation rules, item type mapping, and adjustment calendars.
• Creates and maintains student financials systems setup for the disenrollment process pertaining to Extended Education Programs. Coordinates communications to students prior to disenrollment, providing this communication list to the Extended Education and Financial Aid staff; provides final list of students to be dis-enrolled to Extended Education staff.
• Creates and maintains queries using advanced query tools.
• Monitors student accounts pertaining to EEIP and/or courses to ensure accuracy. Identifies, investigates and corrects or coordinates correction and resolution of errors and discrepancies.
• Works closely with the Student Financials Analyst in Operation Support and Innovation; provides functional input to configuration discussions, implementation of new functionality/ releases, testing, and maintenance of the Student Financials module.

Other Functions:

Performs other job-related duties and special projects as assigned.

KNOWLEDGE, SKILLS AND ABILITIES:

Comprehensive knowledge of: financial record-keeping, mathematical and general office methods, procedures, and practices; and basic knowledge of Generally Accepted Accounting Principles (GAAP).

Ability to: interpret, and apply a wide variety of written policies and procedures relating to and impacting student accounts; maintain accounting records for funds, programs, or activities involving multiple transactions; compile, verify, and reconcile financial data; use current computer word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or types of records management systems such as student accounting, cashiering and student financial aid; investigate and resolve errors and discrepancies; and read and interpret computer-generated reports.

MINIMUM QUALIFICATIONS:

Equivilent to four (4) years of progressively responsible financial record-keeping experience or an equivalent combination of education and experience which provides the required knowledge and abilities.

SPECIALIZED SKILLS:

Technical fluency with Excel and Word; skilled in analysis and evaluation leading to the development or improvement of accounting policies, procedures, and/or practices. Experience with information systems preferably Peoplesoft/Oracle Student Financials or equivalent student financial system and experience running and/or creating reports. Strong customer service orientation.

Ability to: maintain calendars, set-up, and table values and run automated processes in a financial accounting system; review financial documents for accuracy, completeness, validity, and adherence to standards; compute and post numbers rapidly and accurately; maintain files and records; identify, trace, and correct errors; follow directions; apply accounting procedures and practices to the analysis of basic accounting problems; analyze and interpret accounting data; apply problem solving techniques in finding solutions to basic accounting problems; compile, verify, and reconcile financial data; investigate and resolve errors and discrepancies; and read and interpret computer-generated reports. Demonstrated ability to address the essential functions associated with this position including the knowledge and abilities identified above.

PREFERRED QUALIFICATIONS/DESIRABLE EXPERIENCE:

Bachelor's degree from an accredited college or university in business administration or accounting. Equivalent to four (4) years of progressively responsible financial record-keeping experience or any equivalent combination of education and experience which provides the required knowledge and abilities. Experience in an educational environment, preferably in student support services work.

Technical fluency with Oracle/PeopleSoft, CSU Common Management System or equivalent student/finance information system; Microsoft Office Professional; Google Workspace (Gmail, Docs, Sheets, Drive, Calendar, Forms, etc.); 25Live; intranet drives; and internet browsers.

SPECIAL CONDITIONS OF EMPLOYMENT & POSITION DESIGNATIONS:

• All offers of employment are contingent upon the successful completion of a background check (including a criminal records check).
• The person holding this position will have a duty to report to the Campus Title IX Officer information pertaining to discrimination, harassment, sexual misconduct, sexual exploitation, dating violence, domestic violence, stalking, and retaliation and is required to comply with the requirements set forth in https://apptrkr.com/get_redirect.php?id=5380871&targetURL=Under the general supervision of the Cashiering and Student Accounting Services Manager, the incumbent provides a wide variety of student accounts receivable (STAR) duties for Extended Education and International Programs including student financial systems setup, maintenance, reports and documentation. Work requires considerable judgment, initiative, and independence.
  
  ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:
  
  • Serves as the liaison to the Office of Extended Education and International Programs (EEIP) on student accounts. Responsible for creating and maintaining EEIP setup in the student financials system, including but not limited to, holds, invoicing, tuition calculation rules, item type mapping, and adjustment calendars.
  • Creates and maintains student financials systems setup for the disenrollment process pertaining to Extended Education Programs. Coordinates communications to students prior to disenrollment, providing this communication list to the Extended Education and Financial Aid staff; provides final list of students to be dis-enrolled to Extended Education staff.
  • Creates and maintains queries using advanced query tools.
  • Monitors student accounts pertaining to EEIP and/or courses to ensure accuracy. Identifies, investigates and corrects or coordinates correction and resolution of errors and discrepancies.
  • Works closely with the Student Financials Analyst in Operation Support and Innovation; provides functional input to configuration discussions, implementation of new functionality/ releases, testing, and maintenance of the Student Financials module.
  
  Other Functions:
  
  Performs other job-related duties and special projects as assigned.
  
  KNOWLEDGE, SKILLS AND ABILITIES:
  
  Comprehensive knowledge of: financial record-keeping, mathematical and general office methods, procedures, and practices; and basic knowledge of Generally Accepted Accounting Principles (GAAP).
  
  Ability to: interpret, and apply a wide variety of written policies and procedures relating to and impacting student accounts; maintain accounting records for funds, programs, or activities involving multiple transactions; compile, verify, and reconcile financial data; use current computer word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or types of records management systems such as student accounting, cashiering and student financial aid; investigate and resolve errors and discrepancies; and read and interpret computer-generated reports.
  
  MINIMUM QUALIFICATIONS:
  
  Equivilent to four (4) years of progressively responsible financial record-keeping experience or an equivalent combination of education and experience which provides the required knowledge and abilities.
  
  SPECIALIZED SKILLS:
  
  Technical fluency with Excel and Word; skilled in analysis and evaluation leading to the development or improvement of accounting policies, procedures, and/or practices. Experience with information systems preferably Peoplesoft/Oracle Student Financials or equivalent student financial system and experience running and/or creating reports. Strong customer service orientation.
  
  Ability to: maintain calendars, set-up, and table values and run automated processes in a financial accounting system; review financial documents for accuracy, completeness, validity, and adherence to standards; compute and post numbers rapidly and accurately; maintain files and records; identify, trace, and correct errors; follow directions; apply accounting procedures and practices to the analysis of basic accounting problems; analyze and interpret accounting data; apply problem solving techniques in finding solutions to basic accounting problems; compile, verify, and reconcile financial data; investigate and resolve errors and discrepancies; and read and interpret computer-generated reports. Demonstrated ability to address the essential functions associated with this position including the knowledge and abilities identified above.
  
  PREFERRED QUALIFICATIONS/DESIRABLE EXPERIENCE:
  
  Bachelor's degree from an accredited college or university in business administration or accounting. Equivalent to four (4) years of progressively responsible financial record-keeping experience or any equivalent combination of education and experience which provides the required knowledge and abilities. Experience in an educational environment, preferably in student support services work.
  
  Technical fluency with Oracle/PeopleSoft, CSU Common Management System or equivalent student/finance information system; Microsoft Office Professional; Google Workspace (Gmail, Docs, Sheets, Drive, Calendar, Forms, etc.); 25Live; intranet drives; and internet browsers.
  
  SPECIAL CONDITIONS OF EMPLOYMENT & POSITION DESIGNATIONS:
  
  • All offers of employment are contingent upon the successful completion of a background check (including a criminal records check).
  • The person holding this position will have a duty to report to the Campus Title IX Officer information pertaining to discrimination, harassment, sexual misconduct, sexual exploitation, dating violence, domestic violence, stalking, and retaliation and is required to comply with the requirements set forth in CSU Executive Order EO 1095, EO 1096, and EO 1097 as a condition of employment.
  • This position has been designated as a sensitive position with access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards.
  • This position is required to comply with confidentiality requirements outlined in the Department of Education's Family Educational Rights and Privacy and California's Educational Code Chapter 13 regarding sensitive student issues.
  • This position has been designated as a sensitive position with:
    • responsibility for the care, safety and security of people (including children and minors), animals and CSU property
    • access to, or control over, cash, checks, credit cards, and/or credit card account information
  • May require occasional evenings and/or weekend work.
  
  PHYSICAL ENVIRONMENT:
  
  Office environment with standard equipment and tasks. The position requires working at a computer and desk for extended periods of time. May require travel between campus offices and off-campus locations.
  
  The health and safety of our students, faculty, and staff remain our highest priority. While on campus, students, faculty, staff, and the community will be expected to follow all campus safety mandates.
  
  BENEFITS/PERKS:
  
  CSUMB offers a premium benefit package that includes outstanding vacation, health, dental and vision plans; membership in the California Public Employees Retirement System (CalPERS); and 15 paid holidays a year. For more information, visit Employee Benefits Summary. As a perk, the University Corporation at CSU Monterey Bay provides access to affordable campus housing based on availability; visit Schoonover Employee Housing for more information.
  
  APPLICATION PROCEDURE:
  
  For full consideration, applicants must complete the required online application prior to the priority screen date found at Careers at CSUMB. Application submissions received after the application screening date will be reviewed at the discretion of the University. Materials submitted become the property of CSUMB and will not be returned.
  
  CSUMB is not a sponsoring agency for staff or management positions.
  
  Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting Human Resources at (831) 582-3389 or emailing humanresources@csumb.edu. All employees must be eligible for employment in the U.S.
  
  GENERAL INFORMATION:
  
  CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with federal crime awareness and campus security legislation, including the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics, you can view the notice of availability and access the Cal State University, Monterey Bay annual security and fire safety reports at https://csumb.edu/clery/asr-and-fsr-notices-availability/.
  
  CSUMB is a smoke and tobacco-free campus.
  
  EQUAL OPPORTUNITY EMPLOYER:
  
  CSUMB is an Equal Opportunity employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and without regard to race, color, religion, national origin, age, gender, gender identity or expression, sexual orientation, genetic information, medical condition, pregnancy, marital status, veteran status, or disability.
  
  
  
  To apply, visit https://careers.csumb.edu/en-us/job/541058/student-accounts-receivable-technician
  
  
  
  
  
  
  
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