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Student Accounts Analyst

California State University, Monterey Bay
California, United States
Salary Not specified
Posted date
Aug 23, 2021

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Position Type
Administrative, Student Affairs, Student Activities & Services
Employment Level
Salary Band
Not specified
Employment Type
Full Time
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Student Accounts Analyst

Job no: 504298
Work type: Staff
Location: Monterey Bay
Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Administrative, Probationary, Full Time

Anticipated Hiring Salary: Mid $4,000's/month
Salary Schedule: $3,288-6,347

Open until filled. Application Review Begins September 13, 2021.


Powered by an inspiring Founding Vision Statement, California State University, Monterey Bay (CSUMB) is a mid-sized comprehensive baccalaureate and masters granting university whose staff and faculty help transform student lives through a focus on student success and engagement through project-based learning, service learning in its regional community, and the promotion of multicultural and global perspectives on and beyond campus. CSUMB is both a Minority Serving Institution (MSI) and a Hispanic Serving Institution (HSI) and has a vibrant, diverse student body of over 7,400 students. The university's Strategic Plan prioritizes inclusive excellence through recruiting and investing in the development of a diverse body of faculty, staff, and administrators. CSUMB's sustainability initiative is to be carbon neutral by 2030.

The university's faculty and staff, many of whom live in the East Campus housing development, appreciate living and working so close to the shores of the beautiful Monterey Bay. As one of the 23 campuses in the California State University (CSU) system, CSUMB offers excellent benefits, including access to below market rate campus housing and competitive salaries for faculty and staff.

Under the general supervision of the Cashiering and Student Accounting Services Manager, the incumbent provides a wide variety of student accounts receivable (STAR) duties for Student Accounts Receivable including reconciliations, research, reporting, and student financial systems setup, maintenance, reports and documentation. Work requires considerable judgment, initiative, and independence.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:
  • Monitors student accounts and/or courses to ensure accuracy. Performs student reconciliations, including Student System to General Ledger by funds and account. Identifies, investigates and corrects or coordinates correction and resolution of errors and discrepancies. Prepares correcting journal entries to the General Ledger, as needed; including for month-end and year-end close.
  • Responsible for creating and maintaining setup in the student financials system, including but not limited to, tuition calculation rules, item type mapping, and adjustment calendars.
    • Creates setup, schedules, and monitors the automated process of prepay holds and financial aid extensions.
    • Maintains financial systems setup for billing/invoices for student fees, including tuition, course fees, housing and meal plans and other charges on student accounts.
  • Creates and maintains student financials systems setup for the disenrollment process. Coordinates communications to students prior to disenrollment, researches discrepancies, communicates list of students at risk of disenrollment to the Student Affairs division, including Admissions & Records, Campus Service Center and Financial Aid staff; provides final list of students to be dis-enrolled to Student Affairs.
  • Creates and maintains queries using advanced query tools. Supports Student Accounts Receivables (STAR) staff in running queries. Creates and maintains procedures and job aids for this position.
  • Works closely with the Student Financials Analyst in Administrative Systems Management; provides functional input to configuration discussions, implementation of new functionality/ releases, testing, and maintenance of the Student Financials module. Serves as subject matter expert on student accounts.
  • Maintains websites for student-related fee deadline schedules and fee listings.

  • Other Functions:
    1. Cross-trains staff and provides work direction for student assistants.
    2. Performs other job-related duties and special projects as assigned.


    Knowledge: Working knowledge of general practices, program, and/or administrative specialty. Basic knowledge of and ability to apply fundamental concepts. Working knowledge of budget policies and procedures. Knowledge of basic methods and procedures for research and statistical analysis and the ability to apply them.

    Ability to analyze data and make accurate projections using business mathematics and basic statistical techniques. Ability to organize and plan work and projects including handling multiple priorities. Ability to make independent decisions and exercise sound judgment. Ability to compile, write, and present reports related to program or administrative specialty. Demonstrated ability to establish and maintain effective working relationships within and outside the work group and serve as a liaison for the organizational unit. Ability to learn, interpret, and apply a wide variety of policies and procedures relating to and impacting the applicable program, organizational unit, and/or administrative specialty.


    General knowledge and skills in the applicable administrative and/or program field with a foundational knowledge of public administration principles, practices, and methods. This foundation would normally be obtained through a bachelor's degree and/or equivalent training and administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs.


    Technical fluency with Excel and Word; skilled in analysis and evaluation leading to the development or improvement of accounting policies, procedures and/or practices. Experience with information systems preferably PeopleSoft/Oracle Student Financials or equivalent student financial system and experience running and/or creating reports. Strong customer service orientation.

    Ability to: maintain calendars, set-up, and table values and run automated processes in a financial accounting system; 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; 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; compile, verify, and reconcile financial data; investigate and resolve errors and discrepancies; and read and interpret computer-generated reports. Demonstrated ability to address the essential functions associated with this position including the knowledge and abilities identified above.


    Bachelor's degree from an accredited college or university in business administration or accounting. Equivalent to four (4) years of progressively responsible financial record-keeping experience or any equivalent combination of education and experience which provides the required knowledge and abilities. Experience in an educational environment, preferably in student accounts receivable work. Experience maintaining webpages. Technical fluency with Banner, Oracle/PeopleSoft, CSU Common Management System or equivalent student/finance information system; Microsoft Office Professional Suite, and Google mail and calendaring programs.

    • All offers of employment are contingent upon the successful completion of a background check (including a criminal records check).
    • 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.
    • This position will have a duty to report to the Campus Title IX Officer information pertaining to victims of sex discrimination, sexual harassment, sexual misconduct, dating/domestic violence, and stalking as required by CSU Executive Order 1095.
    • This position has been designated as a sensitive position with access to, or control over, cash, checks, credit cards, and/or credit card account information and access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards.
    • This position is required to comply with confidentiality requirements outlined in the Department of Education's Family Educational Rights and Privacy and California's Educational Code Chapter 13 regarding sensitive student issues.


    Office environment with standard equipment and tasks. Position requires working at a computer and desk for extended periods of time. May require travel between campus offices and off-campus locations.

    • Type of Appointment: Full-Time, Probationary
    • Collective Bargaining Unit: R09 - Technical and Support Services
    • Anticipated Campus Hiring Salary: Mid $4,000's/month
    • CSU Salary Range
    • FLSA Status: Non-Exempt

    CSUMB offers a premium benefit package that includes outstanding vacation, health, dental & vision plans; a fee waiver education program; membership in the California Public Employees Retirement System (CalPERS); and 14 paid holidays a year. For more information, visit: CSU Benefits R09. Additionally, University Corporation at CSU Monterey Bay provides access to affordable campus housing based on availability, visit: Employee Housing.


    For full consideration, applicants must complete the required online application prior to the priority screen date found at Application submissions received after the application screening date will be reviewed at the discretion of the University. Materials submitted become the property of CSUMB and will not be returned.

    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 University Personnel at (831) 582-3389. All employees must be eligible for employment in the U.S.


    CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. 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 University, Monterey Bay Annual Security and Fire Safety Report is available at

    CSUMB is a smoke and tobacco-free campus.


    CSUMB is an Equal Opportunity Affirmative Action employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and 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.

    To apply, visit

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