Cal State University (CSU) East Bay
25800 Carlos Bee Boulevard, Hayward, CA 94542, USA
Salary and Benefits PLEASE NOTE: The starting salary placement depends on qualifications and experience and is anticipated to be in the range of $3,512.00 per month to $4,300.00 per month. Cal State East Bay offers a broad range of benefits that includes medical, dental, vision, retirement (CalPERS), 401k, 457, 403(b), dependent and health care reimbursement accounts, life insurance, vacation and sick, 14 paid holidays, one personal holiday and tuition fee waiver. For more information on the benefits program, please visit our benefits website. The CSU Total Compensation Calculator demonstrates the significance of our benefits package. This position may be eligible to participate in the Cal State East Bay hybrid telecommute program subject to management approval. Classification Accounting Technician II About Cal State East Bay Cal State East Bay's beautiful main campus is located in the Hayward hills with panoramic views of the San Francisco Bay shoreline. Situated above the city of Hayward, the campus offers an ideal setting for teaching and learning and yet easy access to the many cities along the bay. The University has a satellite campus in Concord, a professional development center in Oakland and a significant presence online. Founded in 1957, Cal State East Bay is one of 23 universities of the California State University system (CSU). Cal State East Bay is recognized as a regionally engaged and globally oriented university with a strong commitment to academic innovation, student success, engaged and service learning, diversity, and sustainability. About the Position The Finance area consists of General Accounting, Accounts Payable, Student Financial & Cashier Services, Bay Card/University Club Services, Accounts Receivable, Finance Support, Budget and Procurement & Support Services. These departments report to four managers, the Director of University Budget Services, the Director of Fiscal Services, Student Financial Services & Cashiers Director and the Director of Procurement Services. These managers report to the Associate Vice President of Finance. The incumbent will be an Accounting Technician II within the University Accounts Payable unit. This position is under the supervision of the Accounts Payable Manager and is primarily in the Accounts Payable unit. However, duties may also include support within other areas within Fiscal Services. The Accounting Tech II position is responsible for processing invoices for all AP payments, along with auditing travel reimbursements in current system. This lead position helps with any campus community questions, in addition to supporting the Accounts Payable Manager as needed for things like the trial register review, handling other tasks when the manager is out. The incumbent will handle various trainings as it applies to travel, and hospitality policies. Duties will also include the maintenance of AP records. Responsibilities Process the Travel Reimbursements in Certify and Travel Advances: Must be familiar and keep updated with current travel and hospitality policies Audit and process all reimbursements for State compliance within the Certify travel management software Process manual Travel Advances only as needed Utilize Certify reports to analyze types of various spending Process PO Invoices and Direct Payments: Audit Direct Invoices and PO Invoices for accuracy, chart-field compliance, approvals, matching parameters, and sales/use tax, etc. Data Entry of all AP Invoices Be able to process invoices using electronic modalities such as Adobe Sign Workflow Review and clean-up of match exception report and follow through until payment occurs Tracking and clearing of any outstanding Travel Advances as needed: Review any pending advances monthly and resolve outstanding advances Send out monthly notices for any outstanding advances Other Responsibilities: Assist AP Office with other duties as assigned Be able to help out in other areas as requested Assist with on-going audits, and pulling documentation as needed Assist with system testing and upgrades Handle voucher uploads as requested Assist with month-end/ year-end close Provide training as related to AP initiatives and process improvements Handle the P-card file load, and shutting down the system at the end of each month Saving all paid invoices electronically on the share drive Responsible for processing payroll advances and bala nce checks as requested Other duties as assigned such as: sorting mail, greeting customers, and assisting with other office responsibilities as needed Minimum Qualifications Education: Any equivalent combination of education and experience which provides the required knowledge and abilities Experience: Equivalent to three years (3) of progressively responsible financial record-keeping experience which has provided the above knowledge and abilities Knowledge: Thorough knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices Abilities: 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 Make sound decisions and recommendations regarding accounting activities Required Qualifications Abilities: Incumbent must have the ability to 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; interpret and apply written rules and regulations Establish and maintain effective working relationships with others Exercise tact, courtesy, alertness, and good judgment in responding to others Use current computer word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems and read and write English at a level appropriate to the position Incumbent must be 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 Must be able to make sound decisions and recommendations The incumbent must be able to communicate clearly and effectively with internal and external customers and must be able to adapt quickly and easily to changes as required by the business needs of the university Be able to effectively operate the following office equipment Personal computer Ten key by touch Fax Machine Document scanner Copier Be able to effectively use the following software: PeopleSoft Microsoft Excel Microsoft Word Internet browsers Preferred Skills and Knowledge Any equivalent combination of education and Accounts Payable experience which provides the required knowledge and abilities Physical Requirements Be able to sit for long periods, bending, reaching, lifting as required in an office environment Being able to lift up to 25lbs for year end boxing of invoices as needed Condition(s) of Employment Satisfactory completion of a background check (including LiveScan, as appropriate), that may include, but is not limited to: criminal records check, verification of academic credentials, licenses, certificates, credit history, professional references and/or verification of work history is required for employment. Cal State East Bay will issue a conditional offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Unsatisfactory results may also affect the continued employment of current Cal State East Bay employees who were conditionally offered the position. All background checks are conducted through the university's third party vendor, Accurate. LiveScan is conducted through the University Police Department. EEO Statement As an Equal Opportunity Employer, Cal State East Bay does not discriminate on the basis of any protected categories: age, ancestry, citizenship, color, disability, gender, immigration status, marital status, national origin, race, religion, sexual orientation, or veteran's status. The University is committed to the principles of diversity in employment and to creating a stimulating learning environment for its diverse student body. Other Information All California State University campuses, including Cal State East Bay, are smoke and tobacco-free. For more information, please visit our website here. 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, the Cal State East Bay Annual Campus Security Report is available here. Sponsorship Cal State East Bay is not a sponsoring agency for Staff or Management positions and we are not an E-Verify employer. Mandated Reporter The incumbent in this position may be considered a mandated reporter under the California Child Abuse and Neglect Reporting Act and will be required to comply with requirements set forth in the CSU Executive Order 1083 as a condition of employment. Advertised: Jul 02 2024 Pacific Daylight Time Applications close: Nov 01 2024 Pacific Daylight Time Closing Date/Time:
Salary and Benefits PLEASE NOTE: The starting salary placement depends on qualifications and experience and is anticipated to be in the range of $3,512.00 per month to $4,300.00 per month. Cal State East Bay offers a broad range of benefits that includes medical, dental, vision, retirement (CalPERS), 401k, 457, 403(b), dependent and health care reimbursement accounts, life insurance, vacation and sick, 14 paid holidays, one personal holiday and tuition fee waiver. For more information on the benefits program, please visit our benefits website. The CSU Total Compensation Calculator demonstrates the significance of our benefits package. This position may be eligible to participate in the Cal State East Bay hybrid telecommute program subject to management approval. Classification Accounting Technician II About Cal State East Bay Cal State East Bay's beautiful main campus is located in the Hayward hills with panoramic views of the San Francisco Bay shoreline. Situated above the city of Hayward, the campus offers an ideal setting for teaching and learning and yet easy access to the many cities along the bay. The University has a satellite campus in Concord, a professional development center in Oakland and a significant presence online. Founded in 1957, Cal State East Bay is one of 23 universities of the California State University system (CSU). Cal State East Bay is recognized as a regionally engaged and globally oriented university with a strong commitment to academic innovation, student success, engaged and service learning, diversity, and sustainability. About the Position The Finance area consists of General Accounting, Accounts Payable, Student Financial & Cashier Services, Bay Card/University Club Services, Accounts Receivable, Finance Support, Budget and Procurement & Support Services. These departments report to four managers, the Director of University Budget Services, the Director of Fiscal Services, Student Financial Services & Cashiers Director and the Director of Procurement Services. These managers report to the Associate Vice President of Finance. The incumbent will be an Accounting Technician II within the University Accounts Payable unit. This position is under the supervision of the Accounts Payable Manager and is primarily in the Accounts Payable unit. However, duties may also include support within other areas within Fiscal Services. The Accounting Tech II position is responsible for processing invoices for all AP payments, along with auditing travel reimbursements in current system. This lead position helps with any campus community questions, in addition to supporting the Accounts Payable Manager as needed for things like the trial register review, handling other tasks when the manager is out. The incumbent will handle various trainings as it applies to travel, and hospitality policies. Duties will also include the maintenance of AP records. Responsibilities Process the Travel Reimbursements in Certify and Travel Advances: Must be familiar and keep updated with current travel and hospitality policies Audit and process all reimbursements for State compliance within the Certify travel management software Process manual Travel Advances only as needed Utilize Certify reports to analyze types of various spending Process PO Invoices and Direct Payments: Audit Direct Invoices and PO Invoices for accuracy, chart-field compliance, approvals, matching parameters, and sales/use tax, etc. Data Entry of all AP Invoices Be able to process invoices using electronic modalities such as Adobe Sign Workflow Review and clean-up of match exception report and follow through until payment occurs Tracking and clearing of any outstanding Travel Advances as needed: Review any pending advances monthly and resolve outstanding advances Send out monthly notices for any outstanding advances Other Responsibilities: Assist AP Office with other duties as assigned Be able to help out in other areas as requested Assist with on-going audits, and pulling documentation as needed Assist with system testing and upgrades Handle voucher uploads as requested Assist with month-end/ year-end close Provide training as related to AP initiatives and process improvements Handle the P-card file load, and shutting down the system at the end of each month Saving all paid invoices electronically on the share drive Responsible for processing payroll advances and bala nce checks as requested Other duties as assigned such as: sorting mail, greeting customers, and assisting with other office responsibilities as needed Minimum Qualifications Education: Any equivalent combination of education and experience which provides the required knowledge and abilities Experience: Equivalent to three years (3) of progressively responsible financial record-keeping experience which has provided the above knowledge and abilities Knowledge: Thorough knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices Abilities: 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 Make sound decisions and recommendations regarding accounting activities Required Qualifications Abilities: Incumbent must have the ability to 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; interpret and apply written rules and regulations Establish and maintain effective working relationships with others Exercise tact, courtesy, alertness, and good judgment in responding to others Use current computer word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems and read and write English at a level appropriate to the position Incumbent must be 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 Must be able to make sound decisions and recommendations The incumbent must be able to communicate clearly and effectively with internal and external customers and must be able to adapt quickly and easily to changes as required by the business needs of the university Be able to effectively operate the following office equipment Personal computer Ten key by touch Fax Machine Document scanner Copier Be able to effectively use the following software: PeopleSoft Microsoft Excel Microsoft Word Internet browsers Preferred Skills and Knowledge Any equivalent combination of education and Accounts Payable experience which provides the required knowledge and abilities Physical Requirements Be able to sit for long periods, bending, reaching, lifting as required in an office environment Being able to lift up to 25lbs for year end boxing of invoices as needed Condition(s) of Employment Satisfactory completion of a background check (including LiveScan, as appropriate), that may include, but is not limited to: criminal records check, verification of academic credentials, licenses, certificates, credit history, professional references and/or verification of work history is required for employment. Cal State East Bay will issue a conditional offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Unsatisfactory results may also affect the continued employment of current Cal State East Bay employees who were conditionally offered the position. All background checks are conducted through the university's third party vendor, Accurate. LiveScan is conducted through the University Police Department. EEO Statement As an Equal Opportunity Employer, Cal State East Bay does not discriminate on the basis of any protected categories: age, ancestry, citizenship, color, disability, gender, immigration status, marital status, national origin, race, religion, sexual orientation, or veteran's status. The University is committed to the principles of diversity in employment and to creating a stimulating learning environment for its diverse student body. Other Information All California State University campuses, including Cal State East Bay, are smoke and tobacco-free. For more information, please visit our website here. 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, the Cal State East Bay Annual Campus Security Report is available here. Sponsorship Cal State East Bay is not a sponsoring agency for Staff or Management positions and we are not an E-Verify employer. Mandated Reporter The incumbent in this position may be considered a mandated reporter under the California Child Abuse and Neglect Reporting Act and will be required to comply with requirements set forth in the CSU Executive Order 1083 as a condition of employment. Advertised: Jul 02 2024 Pacific Daylight Time Applications close: Nov 01 2024 Pacific Daylight Time Closing Date/Time:
Cal State University (CSU) LA
5151 State University Drive, Los Angeles, CA 90032, USA
Job No: 540165; 06/03/2024 Accounting Technician III Accounting Technician III One-Stop Financial Services/Disbursement Salary Range : $3,968 - $6,964/Monthly (Budgeted Hiring Salary Range: $3,968 - $4,428/Monthly) Work Schedule : Full-Time, Monday - Friday, 8:00 a.m. to 5:00 p.m.; non-exempt classification. Essential Functions : Under the direction of the Disbursement Lead, the incumbent performs diversified duties involving a wide range of procedures in the Disbursement area of One-Stop Financial Services (OSFS). The incumbent must have a comprehensive knowledge of financial record-keeping methods, procedures and practices, and financial aid policies and procedures. The incumbent will be responsible for managing, auditing, and processing the disbursement refunds of financial aid awards; processing tuition and fees and miscellaneous refunds; providing high-quality customer services to the campus community; and assisting with hiring, training, and supervising student assistants and staff in the absence of the lead. The incumbent must adhere, implement, and maintain policies pertaining to Title IV and Title V regulations and procedures governing the activities of OSFS/Disbursements. Coordinate activities with Financial Aid and Scholarships, University Registrar, Admission, Administrative Technology, ITS, Controller's Office, and Accounts Payable as needed. Coordinate the process of financial aid group posts to Student Accounts. Audit weekly financial aid refunds, review audit reports, analyze student accounts activities, and tuition and fee charges/refunds for accuracy and post adjustments using the Peoplesoft Student Administration system. Process and ensure financial aid and tuition and fee refunds follow the guidelines pertaining to Title IV and Title V regulations. Audit direct deposit refunds and reconcile direct deposit refunds to the Automated Clearing House monetary file for the weekly financial aid disbursements. Review financial aid debit balance report for weekly disbursements. Notify students that financial aid checks are on hold due to outstanding balances. Process financial aid online transaction requests from Financial Aid advisors. Analyze student accounts, enrollment, and financial aid award summaries to ensure credits or debits are posted accurately to Student Accounts, issuing student refunds timely, and/or ensuring student account balances are accurate for Student Financial Services monthly billing. Adhere to all policies and regulations for financial aid grants, direct loans, scholarships, grants-in-aid, and tuition and fees refunds, which includes compliance with federal guidelines regarding financial aid disbursements and refund repayment policy. Document established procedures based on precedent and university policies and develop new procedures as necessary; handle issues requiring technical expertise; and resolve difficult and unusual problems. Process miscellaneous refunds in Common Financial System (CFS) and verify check status to ensure the check is reconciled by payment information and navigating through the various Accounts Payable panels in CFS or Transact. Post time-sensitive financial aid group posts and process batch refunds to Student Accounts for weekly disbursements, run queries to generate audit reports, assist in testing data transactions queries, and review data output for maintenance pack software upgrades. Process replacement checks for Stale Dated checks, Stop Payment, and Affidavit of Forgery requests. Review student accounts, verify refund check status on the CFS, and process stop payments on the Wells Fargo Commercial Electronic Office. Process the Affidavit of Forgery and submit it to Wells Fargo to open the claim. Issue replacement refunds once the status has been updated in Wells Fargo/CFS and communicate with the student for status updates. Reconcile void checks between Student Accounts and CFS. Communicate established university policies and procedures by demonstrating and providing high customer service to the campus community. Answer questions regarding students’ accounts, financial aid disbursements, and refunds by researching and communicating results in person, by telephone, or by composing e-mail correspondence. Assist with answering phone calls on the mainline and working at the front counter. Exercise a high level of tact and judgment when addressing campus community members. Analyze, and solve escalated, complex issues using professional judgment and individual discretion in reasoning and interpretation of policies and procedures. Review tuition and fee refund petitions, conduct high-level policy decisions relating to enrollment drop dates, and adhere to refund deadline dates. Coordinate within OSFS on key refund deadline dates and communication timelines. Collaborate with the leads in the department for staff coverage on student financials emails, disbursement, and phones. Act as a liaison with internal and external agencies. Provide technical and work direction to student assistants in the Disbursement area. This includes assisting with recruiting, interviewing, training, establishing work assignments, providing performance evaluation, and processing monthly student assistant payroll. In the absence of the Disbursement lead, may provide technical and/or work direction to employees. Create and compile data for generating financial reports and/or analysis; maintain accounting records and update financial aid check files with debit balances. Submit checks to University Controller for endorsement, apply check/payment to student accounts, and release holds if paid in full. Mail checks to students who do not reply after 10 days, and place holds on student accounts. Generate financial reports and/or analysis to monitor financial aid credit reports and prepare monthly reconciliations and unapplied financial aid reports. Post adjustments to student accounts, issue refunds, and/or email reports on the list of Student Accounts that need review for Return to Title IV (R2T4) calculation or possible overpayment to the Financial Aid Office. The financial aid advisors will review student accounts/awards, post-award adjustments, perform R2T4 calculations, and/or refund students. Submit yearly student accounts with outstanding balances to the Franchise Tax Board Offset program to reduce outstanding Account Receivables. Apply Franchise Tax monies collected to Student Accounts, issue student refunds, and release holds. Performs other related duties. Required Qualifications & Experience : Must have a minimum of four years of progressively responsible financial record experience which has provided the above knowledge and abilities. Experience in higher education and some supervisory experience. Must have a comprehensive knowledge of financial aid policies and procedures and Title IV and Title V regulations. The incumbent must be able to think independently, analyze and interpret accounting and other data, and use problem-solving techniques to resolve errors and discrepancies. Must have competency in desktop software, including Microsoft Office Suite and PeopleSoft experience. Must have excellent communication and interpersonal skills; experience handling student issues and can effectively interpret policies and procedures in written or presentation form. Must have the ability to exercise a high level of tact and judgment in addressing members of the campus community. Must possess excellent customer service skills. The incumbent must have a demonstrated interest and/or ability in working in a multicultural/multiethnic environment. A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who may apply for the position. California State University, Los Angeles, as part of the CSU system, is a State of California Employer. As such, the University requires all employees upon date of hire to reside in the State of California. 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. Desired Qualifications : Bachelor’s degree in business administration, accounting, finance or a related field. Experience with Common Financial Systems and Transact. Closing Date : Review of applications will begin on 6/17/2024 and will continue until the position is filled; however, the position may close when an adequate number of qualified applications are received. A COMPLETED ON-LINE CAL STATE LA EMPLOYMENT APPLICATION IS REQUIRED. RESUMES WILL NOT BE ACCEPTED IN LIEU OF A COMPLETED APPLICATION. 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 revised July 21, 2017, as a condition of employment. In addition to meeting fully its obligations under federal and state law, California State University, Los Angeles is committed to creating a community in which a diverse population can live and work in an atmosphere of tolerance, civility and respect for the rights and sensibilities of each individual. To that end, all qualified individuals will receive equal consideration without regard to economic status, race, ethnicity, color, religion, disability, national origin or cultural background, political views, sex or sexual orientation, gender, or other personal characteristics or beliefs. Candidates must demonstrate ability and/or interest in working in a multicultural/multiethnic environment. Certain positions require fingerprinting. The University actively encourages qualified minorities, women and persons with a disability to apply. Upon request, reasonable accommodation will be provided to individuals with protected disabilities to (a) complete the employment process and (b) perform essential job functions when this does not cause an undue hardship. We are an Equal Opportunity/Title IX Employer. To obtain employment information for the impaired call: TDD Line (323) 343-3670 24-hour Dial-A-Job Line (323) 343-3678 Advertised: Jun 03 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Job No: 540165; 06/03/2024 Accounting Technician III Accounting Technician III One-Stop Financial Services/Disbursement Salary Range : $3,968 - $6,964/Monthly (Budgeted Hiring Salary Range: $3,968 - $4,428/Monthly) Work Schedule : Full-Time, Monday - Friday, 8:00 a.m. to 5:00 p.m.; non-exempt classification. Essential Functions : Under the direction of the Disbursement Lead, the incumbent performs diversified duties involving a wide range of procedures in the Disbursement area of One-Stop Financial Services (OSFS). The incumbent must have a comprehensive knowledge of financial record-keeping methods, procedures and practices, and financial aid policies and procedures. The incumbent will be responsible for managing, auditing, and processing the disbursement refunds of financial aid awards; processing tuition and fees and miscellaneous refunds; providing high-quality customer services to the campus community; and assisting with hiring, training, and supervising student assistants and staff in the absence of the lead. The incumbent must adhere, implement, and maintain policies pertaining to Title IV and Title V regulations and procedures governing the activities of OSFS/Disbursements. Coordinate activities with Financial Aid and Scholarships, University Registrar, Admission, Administrative Technology, ITS, Controller's Office, and Accounts Payable as needed. Coordinate the process of financial aid group posts to Student Accounts. Audit weekly financial aid refunds, review audit reports, analyze student accounts activities, and tuition and fee charges/refunds for accuracy and post adjustments using the Peoplesoft Student Administration system. Process and ensure financial aid and tuition and fee refunds follow the guidelines pertaining to Title IV and Title V regulations. Audit direct deposit refunds and reconcile direct deposit refunds to the Automated Clearing House monetary file for the weekly financial aid disbursements. Review financial aid debit balance report for weekly disbursements. Notify students that financial aid checks are on hold due to outstanding balances. Process financial aid online transaction requests from Financial Aid advisors. Analyze student accounts, enrollment, and financial aid award summaries to ensure credits or debits are posted accurately to Student Accounts, issuing student refunds timely, and/or ensuring student account balances are accurate for Student Financial Services monthly billing. Adhere to all policies and regulations for financial aid grants, direct loans, scholarships, grants-in-aid, and tuition and fees refunds, which includes compliance with federal guidelines regarding financial aid disbursements and refund repayment policy. Document established procedures based on precedent and university policies and develop new procedures as necessary; handle issues requiring technical expertise; and resolve difficult and unusual problems. Process miscellaneous refunds in Common Financial System (CFS) and verify check status to ensure the check is reconciled by payment information and navigating through the various Accounts Payable panels in CFS or Transact. Post time-sensitive financial aid group posts and process batch refunds to Student Accounts for weekly disbursements, run queries to generate audit reports, assist in testing data transactions queries, and review data output for maintenance pack software upgrades. Process replacement checks for Stale Dated checks, Stop Payment, and Affidavit of Forgery requests. Review student accounts, verify refund check status on the CFS, and process stop payments on the Wells Fargo Commercial Electronic Office. Process the Affidavit of Forgery and submit it to Wells Fargo to open the claim. Issue replacement refunds once the status has been updated in Wells Fargo/CFS and communicate with the student for status updates. Reconcile void checks between Student Accounts and CFS. Communicate established university policies and procedures by demonstrating and providing high customer service to the campus community. Answer questions regarding students’ accounts, financial aid disbursements, and refunds by researching and communicating results in person, by telephone, or by composing e-mail correspondence. Assist with answering phone calls on the mainline and working at the front counter. Exercise a high level of tact and judgment when addressing campus community members. Analyze, and solve escalated, complex issues using professional judgment and individual discretion in reasoning and interpretation of policies and procedures. Review tuition and fee refund petitions, conduct high-level policy decisions relating to enrollment drop dates, and adhere to refund deadline dates. Coordinate within OSFS on key refund deadline dates and communication timelines. Collaborate with the leads in the department for staff coverage on student financials emails, disbursement, and phones. Act as a liaison with internal and external agencies. Provide technical and work direction to student assistants in the Disbursement area. This includes assisting with recruiting, interviewing, training, establishing work assignments, providing performance evaluation, and processing monthly student assistant payroll. In the absence of the Disbursement lead, may provide technical and/or work direction to employees. Create and compile data for generating financial reports and/or analysis; maintain accounting records and update financial aid check files with debit balances. Submit checks to University Controller for endorsement, apply check/payment to student accounts, and release holds if paid in full. Mail checks to students who do not reply after 10 days, and place holds on student accounts. Generate financial reports and/or analysis to monitor financial aid credit reports and prepare monthly reconciliations and unapplied financial aid reports. Post adjustments to student accounts, issue refunds, and/or email reports on the list of Student Accounts that need review for Return to Title IV (R2T4) calculation or possible overpayment to the Financial Aid Office. The financial aid advisors will review student accounts/awards, post-award adjustments, perform R2T4 calculations, and/or refund students. Submit yearly student accounts with outstanding balances to the Franchise Tax Board Offset program to reduce outstanding Account Receivables. Apply Franchise Tax monies collected to Student Accounts, issue student refunds, and release holds. Performs other related duties. Required Qualifications & Experience : Must have a minimum of four years of progressively responsible financial record experience which has provided the above knowledge and abilities. Experience in higher education and some supervisory experience. Must have a comprehensive knowledge of financial aid policies and procedures and Title IV and Title V regulations. The incumbent must be able to think independently, analyze and interpret accounting and other data, and use problem-solving techniques to resolve errors and discrepancies. Must have competency in desktop software, including Microsoft Office Suite and PeopleSoft experience. Must have excellent communication and interpersonal skills; experience handling student issues and can effectively interpret policies and procedures in written or presentation form. Must have the ability to exercise a high level of tact and judgment in addressing members of the campus community. Must possess excellent customer service skills. The incumbent must have a demonstrated interest and/or ability in working in a multicultural/multiethnic environment. A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who may apply for the position. California State University, Los Angeles, as part of the CSU system, is a State of California Employer. As such, the University requires all employees upon date of hire to reside in the State of California. 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. Desired Qualifications : Bachelor’s degree in business administration, accounting, finance or a related field. Experience with Common Financial Systems and Transact. Closing Date : Review of applications will begin on 6/17/2024 and will continue until the position is filled; however, the position may close when an adequate number of qualified applications are received. A COMPLETED ON-LINE CAL STATE LA EMPLOYMENT APPLICATION IS REQUIRED. RESUMES WILL NOT BE ACCEPTED IN LIEU OF A COMPLETED APPLICATION. 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 revised July 21, 2017, as a condition of employment. In addition to meeting fully its obligations under federal and state law, California State University, Los Angeles is committed to creating a community in which a diverse population can live and work in an atmosphere of tolerance, civility and respect for the rights and sensibilities of each individual. To that end, all qualified individuals will receive equal consideration without regard to economic status, race, ethnicity, color, religion, disability, national origin or cultural background, political views, sex or sexual orientation, gender, or other personal characteristics or beliefs. Candidates must demonstrate ability and/or interest in working in a multicultural/multiethnic environment. Certain positions require fingerprinting. The University actively encourages qualified minorities, women and persons with a disability to apply. Upon request, reasonable accommodation will be provided to individuals with protected disabilities to (a) complete the employment process and (b) perform essential job functions when this does not cause an undue hardship. We are an Equal Opportunity/Title IX Employer. To obtain employment information for the impaired call: TDD Line (323) 343-3670 24-hour Dial-A-Job Line (323) 343-3678 Advertised: Jun 03 2024 Pacific Daylight Time Applications close: Closing Date/Time: