Accounting Technician (Accounting Technician II), College of Extended & Global Education - Student Services (San Bernardino, CA, USA) (2024)

Accounting Technician (Accounting Technician II), College of Extended & Global Education - Student Services
California State University, San Bernardino

Job No: 540133
Work type: Staff
Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Administrative, Probationary, Full Time, Telecommute eligible (work onsite as scheduled and/or as requested and telecommute as scheduled)

Job Summary:

Reporting to the Director of International Admissions and Student and Financial Services, the incumbent will perform work independently and be responsible for providing customer service support in all matters concerning registrations and payments. Reviewing financial transactions for accuracy and record keeping and for providing a full range of general office support functions related to Financial and Student Service support.

Duties and responsibilities

Registration & Payments:

Independently perform most of the work and initiate and judgment in analyzing information and determining within policy and procedures.

• Create student identification numbers for new students, update existing student information
• Create and/or update student program plans and term-activate students in PeopleSoft
• Process course registrations for all CEGE Programs
• Perform cashier duties for all payments accepted (Credit Card, Check, Cash, PayPal, Flywire, and Wire Transfer)
• Process all payments received through the CashNet system, reconciling daily totals for each
• Collaborate with academic advising, records, and student accounts offices to assist students with resolving issues preventing registration
• Update FS adjustment log
• Update FS equation variable log
• Prepare and deposit bulk deposit payments
• Reconcile PayPal daily
• Create Installment Payment Plans

Drops & Refunds:

• Process course drops and swaps for all CEGE programs
• Process refunds (cash, credit card, PayPal, wire transfer, and check) for all CEGE programs

Customer Service:

• Assist students, staff, faculty, and visitors via walk-ins and telephone by answering general questions and directing them to appropriate program staff and or department office as needed
• Maintain Celreg@csusb.edu, openu@csusb.edu, and personal email accounts daily

Program Coordination

• Open University
• Continuous Enrollment
• Graduate Certificate Programs
• Early Designated Studies Course

Review data for accuracy and completeness; receive and process monies; place holds, assess late fees, and process drops/cancellations; register; balance and reconcile student accounts; modify, run, and export queries; review and recommend content updates to web pages; assist with the modification and documentation of established procedures based on precedent and university policies. Open and close grade rosters. Process faculty contracts and payroll in additional Faculty Pay.

Additional duties:

• Review AR (accounts receivable) report monthly and follow up on student balances and credits for assigned programs
• Prepare daily deposits, and reconcile monies posted to student accounts from the prior business day
• Prepare deposit slips for cash, checks, credit card, and wires
• Liaise with the bursar's office, student accounts, and records office as needed to support the operations of the college
• CMS testing for CEGE; to implement CMS upgrades or new functionality for PeopleSoft student administration module. AY testing for registrations, drops, refunds for CEGE adjustment calendars drop refunds and percentages for all CEGE sessions
• Assist in updating and creating new procedural manuals
• Provide input to Director on workflow for ongoing daily activities, and special projects
• Run quarterly reports (EO805, open university enrollment report, , CEGE enrollment reports, CashNet reports, PS queries and or reports, and PayPal reports) as needed
• Process faculty pay for CEGE (serve as back up)
• Process requisitions as needed
• Build courses for CEGE (serve as back up)
• Other classification related duties as assigned

Minimum Qualifications:

• Experience: Equivalent to two years of progressively responsible professional accounting experience.
• Education: Equivalent to a bachelor's degree with a major in accounting, business administration, finance or a closely related field OR a combination of education and experience which provides the required knowledge and abilities.

Required Qualifications:

• Thorough knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices.
• Able to 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
• Understand and apply applicable rules, regulations, policies, and procedures
• 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
• Work independently; and make sound decisions and recommendations regarding accounting activities.
• Thorough mastery of English grammar, punctuation, and spelling.
• Expertise in using standard office software such as MS Office (Word, Excel, and PowerPoint) and PeopleSoft is required to perform statistical data analysis on student enrollment data and generate various reports.
• Working knowledge of budget policies and procedures and ability to perform business math, such as calculate ratios and percentages, track and analyze financial and/or budgetary data, and make accurate projections requiring some inference.
• Active problem-solving skills are required along with effective and sensitive interpersonal skills.

Preferred Qualifications:

• Bachelor's degree is preferred.
• PeopleSoft Experience.
• Ability to effectively handle interpersonal interactions at all levels and handle highly sensitive interpersonal situations.
• Ability to independently handle multiple work unit priorities and projects; ability to use negotiation and persuasion skills to achieve results and expedite projects.
• Ability to apply independent judgment, discretion, and initiative to address problems and develop practical, thorough and, at times, creative solutions.
• Ability to work professionally, collaboratively, and collegially with a diverse group of people, clients, students, and co-workers.

Compensation and Benefits:

Anticipated Hiring Range: $3,688 - $4,200 per month

Classification Salary Range: $3,688 - $6,122 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:

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.

This position is a "designated position" in the California State University's Conflict of Interest Code. The scope of responsibilities for this position includes making or participating in decisions that may have a material financial benefit to the incumbent. Therefore, the individual holding this position is required to file an initial Conflict of Interest: Statement of Economic Interests ("Form 700") within thirty (30 days) from the date of hire and on an annual basis. In addition, the individual holding this position must complete the required conflict of interest training within thirty (30) days of their appointment and at least once during each consecutive period of two calendar years following the appointment, subject to the Fair Political Practices Commission regulations.

The application deadline is: June 14, 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.

Drivers License Check

Possession of a valid Driver's License is required. Employees in this position will be enrolled in the Department of Motor Vehicles (DMV) Government Employer Pull Notice Program which confirms possession of a valid driver's license and reflects driving record.

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://apptrkr.com/get_redirect.php?id=5298026&targetURL=This position is a "designated position" in the California State University's Conflict of Interest Code. The scope of responsibilities for this position includes making or participating in decisions that may have a material financial benefit to the incumbent. Therefore, the individual holding this position is required to file an initial Conflict of Interest: Statement of Economic Interests ("Form 700") within thirty (30 days) from the date of hire and on an annual basis. In addition, the individual holding this position must complete the required conflict of interest training within thirty (30) days of their appointment and at least once during each consecutive period of two calendar years following the appointment, subject to the Fair Political Practices Commission regulations.

The application deadline is: June 14, 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.

Drivers License Check

Possession of a valid Driver's License is required. Employees in this position will be enrolled in the Department of Motor Vehicles (DMV) Government Employer Pull Notice Program which confirms possession of a valid driver's license and reflects driving record.

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

To view full description and to apply, visit: https://www.csusb.edu

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