Job No: 539967
Work type: Staff
Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Administrative, Probationary, Full Time, On-site (work in-person at business location)Job Summary:
The Accounting Technician position entails monitoring student accounts, including collection activities and reconciliations, while adhering to Title IV regulations. This involves issuing refunds, auditing account accuracy through technical tasks, and providing excellent customer service. Additionally, the role involves handling placements with collection agencies and the Franchise Tax Board (FTB), processing bankruptcies, and maintaining the write-off process in compliance with legal requirements and institutional policies. The position also involves creating and evaluating spreadsheets, representing Student Financial Services at campus events, and analyzing 1098T results for students and parents.
Duties and responsibilities
Respond to calls and emails from students that may involve resolving difficult and unusual problems related to student account collection activities.

Utilize financial reports to assemble and compile data, then use it to create, schedule, and send official student communications.
Demonstrate advanced journey level skills in providing backup and support to all SFS specialists and technicians, requiring comprehensive knowledge of financial record keeping methods, procedures, and practices.
Utilize title IV regulations to assemble and compile data to formulate and issue financial aid and other refunds through PeopleSoft and/or Transact Enterprise resource planning (ERP) systems.
Process bankruptcies and maintain write-off process, ensuring compliance with legal aspects and institutional policies.
Maintain past due balances and collections process, including but not limited to: communications, skip tracing and repayment agreements with collection agencies and the FTB.
Process enrollment cancellation.
Maintain student accounts, performing various technical tasks to ensure accuracy of accounts in accordance with Generally Accepted Accounting Principles (GAAP).
Handle inquiries, disseminate information and explain issues on student accounts.
Communicate established university policies and procedures to faculty, staff and the general public, including those that require extensive interpretation.
Represent Student Financial Services at orientation and other campus events including conducting presentations.
Create and maintain complex spreadsheets including entering, revising, sorting, calculating and creating tables
Devise new methods, modify and document established procedures based on precedent and university policies and develop new procedures as necessary
Create, troubleshoot and analyze advanced queries.
Analyzing and interpreting 1098T results for students and parents
Process student fee waivers and discounts

• Other classification- related duties as assigned
  Minimum Qualifications: Required Education and Experience
  
  • An equivalent combination of education and experience which provides the required knowledge and abilities AND equivalent to four years of progressively responsible financial record-keeping experience which has provided the above knowledge and abilities.
  Required Qualifications
  
  • Comprehensive knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices.
  • Basic knowledge of Generally Accepted Accounting Principles (GAAP).
  • Must be able to interpret and apply a wide variety of written rules and regulations.
  • 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 other 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.
  Preferred Qualifications
  
  • Experience in a Higher Education environment student services role.
  • Ability to prioritize multiple assignments and projects, mobilize efforts toward completion, and deliver with a high degree of quality on a consistent basisx
  • Excellent organizational, analytical, decision-making and administrative skills. Excellent verbal and written communication skills.
  • Excellent verbal and written communication skills.
  • PeopleSoft and other enterprise system knowledge are preferred.
  • Completed coursework in Business Administration, Accounting, Public Administration, or related field.
  • An independent thinker comfortable with multi-tasking and works well with others
  Compensation and Benefits:
  Anticipated Hiring Range: $4,600 - $5,100 per month
  Classification Salary Range: $3,968 - $6,964 per month
  The salary offered will take into account internal equity and experience among other factors.
  The CSU system provides a comprehensive benefit package that includes medical, dental and vision plans, membership in the California Public Employees Retirement System (CalPERS), sick and vacation time, and 15 paid holidays a year. Eligible employees are also able to participate in the fee waiver education program. A summary of benefit information can be found here.
  Position Information:
  Work status: Full-time/Non-Exempt/Probationary
  Academic year schedule: Monday through Friday (8:00 am - 5:00 pm), some evenings/weekends.
  Summer schedule: Monday through Thursday (7:00 am - 5:30 pm), some evenings/weekends.
  Staff: The application deadline is June 6, 2024
  As of January 1, 2022, the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California.
  California State University, San Bernardino in not a sponsoring agency for staff or management positions (i.e. H1-B Visas).
  Conditions of Employment
  Background Check
  Satisfactory completion of a background check (including a criminal records check) is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.
  Mandated Reporter
  The person holding this position is considered a `mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
  I-9
  CSUSB hires only individuals lawfully authorized to work in the United States. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. See Form I-9 Acceptable Documents at https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents.
  Statement of Commitment to Diversity
  In our commitment to the furthering of knowledge and fulfilling our educational mission, California State University, San Bernardino seeks a campus climate that welcomes, celebrates, and promotes respect for the entire variety of human experience. We welcome people from all backgrounds, and we seek to include knowledge and values from many cultures in the curriculum and extra-curricular life of the campus community. We will create, promote, and maintain activities and programs that further our understanding of individual and group diversity. We will also develop and communicate policies and promote values that discourage intolerance and discrimination.
  California State University, San Bernardino is proud to be an Affirmative Action/Equal Opportunity Employer. We recruit, hire, train, and administer all personnel actions without regard to race, ethnicity, religion, color, caste, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, socioeconomic status, genetic information, medical condition, disability, marital status, protected military or veteran status, or any other status protected by applicable law. This position adheres to CSU policies against Sex Discrimination, Sexual Harassment, and Sexual Violence, including Domestic Violence, Dating Violence, and Stalking. This requires completion of Sexual Violence Prevention Training within 6 months of assuming employment and on a two-year basis thereafter. (Executive Order 1096) For more information about Diversity & Inclusion at CSUSB, please visit https://www.csusb.edu/human-resources/diversity-inclusion
  Closing Statement:
  Reasonable Accommodation
  We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact CSUSB Benefits at benefits@csusb.edu.
  Smoking
  CSUSB is a smoke and tobacco-free campus. See policy at https://calstate.policystat.com/policy/6591951/latest/.
  Clery Act
  In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), the Cal State San Bernardino Annual Security and Fire Safety Report is available at: https://www.csusb.edu/clery-act