Student Accounts Receivable Technician

10 Days Old

Overview Join to apply for the Student Accounts Receivable Technician role at California State University, Monterey Bay .
Classification: Accounting Technician III
Hours: Full-time / 40 hours per week
FLSA: Non-exempt
Anticipated Hiring Salary Range: $4,541 - $4,850 per month
About CSUMB California State University, Monterey Bay is a mid-sized university in California’s Central Coast that grants undergraduate and graduate degrees. CSUMB is part of the nation’s largest four-year public university system, California State University , which educates nearly 460,000 students every year. CSUMB is a Minority Serving Institution and a Hispanic Serving Institution. Our staff and faculty focus on student success and engagement through experiential learning, service learning, and a multicultural and global perspective. CSUMB’s sustainability goal is to be carbon neutral by 2030.
Purpose Under the general supervision of the Associate Bursar, University Cashiering and Student Receivables, the incumbent provides a wide variety of student accounts receivable 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
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 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 disenrolled to the 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.
Supports the 1098-T process; collects and validates data. Prepares journal entries and reports for month-end and year-end close. Creates and maintains procedures and job aids for this position. Meets customer service requirements and expected level of customer service.
Other Functions
Cross-trains staff and supervises student assistants.
Performs other job-related duties and special projects as assigned.
Knowledge, Skills and Abilities Knowledge: Financial record-keeping, mathematical and general office methods, procedures, and practices; basic knowledge of Generally Accepted Accounting Principles.
Ability: Learn, interpret, and apply policies and procedures relating to student accounts; analyze data and make projections; organize and plan work with multiple priorities; make independent decisions and exercise sound judgment; compile, write, and present reports; establish and maintain relationships; serve as a liaison.
Equivalent to four (4) years of progressively responsible financial record-keeping experience or a combination of education and experience that provides the required knowledge and abilities.
Specialized Skills Technical fluency with Excel and Word; experience with information systems (preferably PeopleSoft/Oracle Student Financials or equivalent); experience running and/or creating reports; strong customer service orientation.
Ability to maintain calendars, set up and manage values in a financial accounting system; review financial documents for accuracy; compute and post numbers rapidly and accurately; maintain files; identify and correct errors; follow directions; apply accounting procedures; analyze data; and read and interpret computer-generated reports.
Preferred Qualifications Bachelor’s degree in business administration or accounting. Four years of progressively responsible financial record-keeping experience or an equivalent combination of education and experience. Experience in an educational environment, preferably in student support services.
Technical fluency with Oracle/PeopleSoft, CSU Common Management System or equivalent, Microsoft Office Professional, Google Workspace, 25Live, intranet drives and internet browsers.
Special Conditions of Employment
All offers of employment are contingent upon the successful completion of a background check (including a criminal records check).
Must be a mandated reporter under the California Child Abuse and Neglect Reporting Act and comply with CSU Executive Orders as a condition of employment.
Must report to the Campus Title IX Officer information pertaining to discrimination, harassment, sexual misconduct, etc., and comply with related CSU Executive Orders.
This position has access to detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni as defined in CSU standards.
May require occasional evenings and/or weekend work.
Physical Environment Office environment with standard equipment and tasks. Requires working at a computer and desk for extended periods. May require travel between campus offices and off-campus locations. Campus safety mandates may apply.
Benefits and Application Procedure CSUMB offers a premium benefits package including vacation, health, dental and vision plans; CalPERS membership; and 15 paid holidays per year. See the Employee Benefits Summary for details. For more information, visit: https://csumb.edu/corporation/employee-housing
To be considered, applicants must complete the required online application prior to the priority screen date found at Careers at CSUMB. Applications submitted after the screening date may be reviewed at the University’s discretion. 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.
General Information and EEO CSUMB is an Equal Opportunity Employer committed to a diverse community. We hire 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. CSUMB is an E-Verify employer and a smoke and tobacco-free campus. For security notices and annual security reports, see: https://csumb.edu/clery/asr-and-fsr-notices-availability/
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Location:
Monterey, CA, United States
Job Type:
FullTime
Category:
Finance

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