Student Financial Services Specialist (Accounting Technician II)

Student Financial Services Specialist (Accounting Technician II)

Job No: 503519
Work Type: Staff
Location: Dominguez Hills
Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Administrative, Probationary, Full Time



Position Information

This is a full-time, permanent (probationary) position.

Overtime might be required during peak time and pay warrant distribution.

Conditions of Employment

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 CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information.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.

Application Deadline & Salary Information

The application review date will begin Thursday, August 12, and the position will remain open until Thursday, August 26, 2021.

The salary range for this classification is $3,210 - $5,449 monthly.

Major Duties

Under the general supervision of the Assistant Manager of Cashiers, Student Financial Services, this position provides support to Cashiering and Student Financial Services under the Accounting Services area. The Student Financial Services Specialist performs duties that include assisting students with interpreting their accounts in person, via email, or by phone, explaining student fee and refund transactions, and reconciling and verifying payments are applied correctly. Furthermore, duties also include reviewing documents for accuracy, completeness, validity, and adherence to standards; making arithmetic calculations: assigning transaction codes and preparing documents for processing; posting data to journals, registers, and ledgers; compiling, verifying, reconciling, analyzing, and summarizing information; maintaining records; preparing statements and reports. The incumbent will also read and explain university policies and regulations to students, faculty/staff, external agencies, and the public. This position performs cashiering work at the window and pays warrant distribution to employees.

Qualifications

Required Education and Experience:

Equivalent to three years of progressively responsible financial record-keeping experience which has provided the required knowledge and abilities with any equivalent combination of education and experience that provides the required knowledge and abilities.

Preferred Qualifications: One (1) year of cash handling experience

Required Knowledge, Skills and Abilities:

- Cash handling experience.
- Thorough knowledge and understanding of financial record-keeping methods, procedures, and practices, mathematical and general office procedures.
- General knowledge of governmental financial record-keeping methods.
- Able to read, interpret, apply and explain university, government, or funding agency policies and procedures relative to the assigned area of responsibility.
- Must be able to apply accounting procedures and practices to the analysis of complex accounting problems; analyze and interpret accounting data; apply problem solving techniques in finding solutions to complex accounting problems; understand and apply applicable rules, regulations, policies, and procedures; review documents and data for accuracy and completeness; post figures rapidly and accurately; trace and make correcting entries; prepare statements and reports which require utilization of a variety of sources; post information to journals, registers, and ledgers; assemble and compile data used in the preparation of financial reports and/or analysis; balance and reconcile assigned accounts; prepare trial balances; and enter codes and data into the computer and review computer output for accuracy; use current computer word processing and spreadsheet software programs (including WORD, EXCEL and Outlook), web browsers, integrated financial systems and/or other types of records management systems, including student accounting, and student financial aid.
- Must work independently and exercise initiative and judgment in making decisions and analyzing information and determining a course of action within the specifications of standard practice and established guidelines.; and make sound decisions and recommendations regarding accounting activities.
- Must establish and maintain effective working relationships with others; exercise tact, courtesy, alertness, and good judgment in responding to others.
- Must be able to operate standard office machines, personal computers, and/or automated accounting systems including intermediate knowledge of Microsoft Office products.
- Ability to read and write English at a level appropriate to this position.

Responsibilities

85% Cashier duties include but are not limited to; working the cashier window, enter departmental deposit journal entries via TouchNet cashiering, receive monies, and may assist with payroll distribution. Additional duties: receives, receipts, and balances payments; makes change; explains University policies and regulations to students, faculty/staff, external agencies, and the public: prepares typed and/or handwritten notices of outstanding debt; communicates by telephone, email, and/or in-person; assigns transaction codes and prepares documents for processing; makes arithmetic calculations; reviews documents for accuracy, completeness, validity, and adherence to standards. Provides clerical support such as processing incoming and outgoing mail, distributing reports, alphabetizing, sorting, and filing documents. Provide student financial services support by analyzing student's accounts to inform students of account balances, in person, email, and/or phone. Responsible to explain in detail transactions posted to student's account, reconcile fees and payments, and verify all payment activities which may include financial aid disbursements, sponsor payments, and

• other account transactions. Research student accounts per request for refund transactions. Review records for accuracy and completeness report issues to management. Coordinate billing and past due notices with the Lead Financial Analyst. Communicate established university policies and procedures to students, faculty, and staff to clarify fees, refunds, form 1098T, dis-enrollment, and other related financial transactions. Participate in the testing of financial software for upgrades and implementations as related to the position' including such activities as testing transaction/data entry and data output. Check voice mail and email messages and return calls/respond via email or refer students to other Student Financial Services staff or to the proper department.
  
  5% Receive short-term loan applications from students. Verify that required fields are completed and the form is approved by Financial Aid Office.
  
  5% Assist with office duties such as, but not limited to, opening the mail, ordering office supplies, stocking supplies, arranging maintenance and repairs, etc.
  
  5% Perform other duties to assist students or to efficiently perform position duties as
• assigned by Assistant Manager and/or Manager of Student Financial Services.
  
  Closing Statement
  
  California State University, Dominguez Hills, is strongly committed to achieving excellence through a diverse workforce.
  
  California State University Dominguez Hills is an Affirmative Action/Equal Opportunity Employer. We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, or protected veteran status. For more information or definition of these terms, please visit:
  
  https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf
  
  https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf
  
  Individuals with disabilities requesting accommodations under the Americans with Disabilities Act (ADA) may call the Human Resources Office at (310) 243-3771.
  
  Clery Act crime statistics for CSUDH are available at https://www.csudh.edu/dhpd/clery/crime-stats/ , or by calling University Police at (310) 243-3639. Upon appointment, all candidates must furnish proof of eligibility to work in the U.S.
  
  The California State University is Smoke and Tobacco Free. Smoking, Vaping, and other Tobacco use are Not Permitted anywhere on University property. Education Code 42356, CCR Title 5, Article 9
  
  
  Applications Close: 26 Aug 2021
  
  To apply, visit: https://careers.csudh.edu/en-us/job/503519/student-financial-services-specialist-accounting-technician-ii
  
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