Accounts Payable Technician II (Lead)
University Corporation at Monterey Bay
$64,480.00 - $70,000.00 Annually
Ryan Ranch Office- Monterey, CA
Open Until Filled. Priority Screening Date: April 10, 2023.
The University Corporation at Monterey Bay is an equal opportunity
employer and committed to hiring personnel with competencies and
experience related to the regional and State population.
The University Corporation at Monterey Bay is a non-profit
institution that is related and affiliated to the California State
University, Monterey Bay. The University Corporation at Monterey
Bay is a nonprofit 501(c)(3) public benefits corporation that is a
recognized auxiliary organization of California State University
and was established in July 1994. The University Corporation's
mission is to further the educational purposes of the University.
The University Corporation at Monterey is committed to a standard
of excellence in the services it provides and in the quality of
work expected of its employees.
Under the general supervision of the Accounting Manager, the
Accounts Payable Technician III is responsible for processing
invoices received for CSUMB's Auxiliaries administered through
University Corporation. The Accounts Payable Technician III is
responsible for the auditing and proper distribution of checks;
assisting with the setup of new vendors; troubleshooting system
issues; entering wire payments; 1099 maintenance; fielding client
and vendor inquiries; and other duties as assigned. Additionally,
the Accounts Payable Technician III is responsible for overseeing
the day-to-day operations of Accounts Payable and travel; including
payment processing to ensure that expenditure authority,
purchasing, travel and hospitality policies are enforced. Review
and manage the workload of the Accounts Payable staff, ensuring
adequate coverage is maintained to meet payment terms and customer
Examples of Duties
ESSENTIAL DUTIES AND RESPONSIBILITIES include. but are not
limited to. the following:
Leadership and Supervision
Oversee routine department activities to ensure customer
requirements and expectations are executed timely and accurately,
along with verifying that issues are resolved.
Provides guidance to AP staff as needed and assists with
hiring, training, and evaluating staff
Promote positive department morale by interacting with the team
in a consistently professional manner.
Responsible for identifying regulations and other fiscal
compliance requirements in the area of Accounts Payable and travel
that must be adhered to and implement policies and procedures to
ensure campus compliance.
Develop, implement, improve and enforce policies and department
internal controls to increase accuracy and efficiency.
Generate a variety of reports for analysis of data and/or
distribution to management; receives and analyzes various reports
and acts upon the data as appropriate.
Oversee and review the compilation of year-end expenditure
accruals and preparation of audit working papers. Assist with
external audit firm inquiries and locate supporting documentation,
Organizes and manages the accounts payable workflow to ensure
company policy and procedures are followed for compliance and that
coding and processing of invoices are done timely and accurately.
Investigates discrepancies and takes necessary corrective actions,
including, but not limited to, research with departmental contacts
and training on CSU policies. Audit expense reports; reviews
employee's expenses for purposes of compliance with CSU Travel
Policy. Ability to interpret and apply CO policy to employee's
travel requests for advances and reimbursements.
Triages all payment requests and devises ways to ensure urgent
payments are accelerated for processing and ensures high volume of
check requests are timely, organized and distributed. Implements
processes to clearly organize and timely make payments.
Coordinates all communications regarding Accounts Payable
issues relating to resolving all
missing invoice issues, lost and missing check issues, ensuring
appropriate general ledger coding, ensuring proper documentation
for audit trail purposes, and settling up payment to vendors.
Be active on the customer service front and be quick and
accurate with communication.
Ensures purchase orders are matched to invoices and processed
according to departmental policies, procedures, and deadlines.
Monitors vendors' W-9 information to ensure it has been
received and completed accurately.
Oversees all tax-related processes and filings such as
1099-MISC, Federal and CA Non-Resident taxes, and sales and use tax
Prepares and submits manual and online reports required by
various State of California agencies and federal agencies such as,
Franchise Tax Board, State Board of Equalization, Unclaimed
Property Division, the Internal Revenue Service, and any other
appropriate business or government agency.
Compiles data, creates and maintains complex spreadsheets used
in the preparation and generation of financial reports and/or
analysis. Creates, troubleshoots, modifies, runs, analyzes and
Assists in providing quarterly and year-end accrual
Works closely with campus systems analysts to improve and
upgrade accounts payable financial system.
Compiles data used in the preparation of financial reports
and/or analysis. Assists in month-end process by generating
month-end reports, reconciling accounts payable to general ledger,
analyzing vendors withholding balances, etc.
Conducts accounts payable workshops for campus personnel.
Assists CSU and external auditors with document requests as
Promotes and maintains an atmosphere of excellent customer
service within the accounting department, the campus community, and
Performs other related duties as assigned.
PHYSICAL WORK ENVIRONMENT
demands described here are representative of those that must be met
by an employee to successfully perform the essential functions of
this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential
Primary functions require sufficient physical ability and mobility
to work in an office setting; to stand or sit for prolonged periods
of time; to occasionally stoop, bend, kneel, crouch, reach, and
twist; to lift, carry, push, and/or pull light to moderate amounts
of weight; to operate office equipment requiring repetitive hand
movement and fine coordination including use of a computer
keyboard; to verbally communicate to exchange information; and to
occasionally travel to other offices or locations to attend
meetings or to pick up or deliver materials.
75% minimum in-office/on-site following the initial training
period. Position location may change based on CSU expectations and
Due to the COVID 19, this position may be approved to work
remotely on a temporary basis or may be required to physically work
on campus. Work assignment locations are at the sole discretion of
CSUMB and may be changed or revoked at any time.
Work Location: 8 Upper Ragsdale Drive, Monterey, CA
KNOWLEDGE, SKILLS, AND ABILITIES
Comprehensive knowledge of financial record-keeping methods,
procedures, and practices; arithmetic; and general office
procedures. Thorough knowledge of governmental financial
record-keeping methods. General knowledge of non-profit financial
record-keeping methods. Ability to review financial documents for
accuracy, completeness, validity, and adherence to standards;
compute and post figures 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; operate standard office machines, 10-key calculator,
multi-purpose copiers; use personal computers and automated
accounting systems; and read and write English at a level
appropriate to the position. Ability to apply accounting procedures
and practices to the analysis of complex accounting problems;
analyze and interpret accounting data; prepare clear, accurate
financial statements and reports; utilize problem solving
techniques in finding solutions to complex accounting problems;
understand and apply applicable rules, regulations, policies, and
procedures; work independently; and make sound decisions and
recommendations regarding accounting activities. Ability to
interpret 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; understand trial balances, financial statements, and reports;
investigate and resolve errors and discrepancies; and read and
interpret computer generated reports.
: Equivalent to five years of
progressively responsible financial record-keeping experience which
has provided the above knowledge and abilities.
: Equivalent to a bachelor's degree from
an accredited college with major coursework in business,
accounting, or related field.
Prospective applicants who have not had the education or experience
listed may substitute other evidence of meeting the above
qualifications for up to two years of the required
Bachelor's degree in business-related field. Four (4) years of
accounts payable experience working with computerized accounts
payable systems. Experience in an educational or governmental
environment. Technical fluency with Microsoft Office Suite; G Suite
(Gmail, Docs, Drive, and Calendar); Oracle-PeopleSoft/CMS baseline
system or equivalent financial information system; intranet drives;
and internet browsers.
Highly Desired: Demonstrated understanding of and commitment to
the CSUMB Vision Statement and the core values of mutual respect,
collaboration and service orientation, multiculturalism and
diversity, community service, and institutional excellence.
Experience working with a diverse and multicultural population and
performing community services.
Special Conditions of Employment
SPECIAL CONDITIONS OF EMPLOYMENT
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.
A background check (including a criminal records check) must be
completed satisfactorily before any candidate can be offered a
position with the University Corporation. Failure to satisfactorily
complete the background check may affect the application status of
applicants or the continued employment of current University
Corporation employees who apply for the position.
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.
The University Corporation at Monterey Bay 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.
This position is required to maintain confidentiality as outlined
in the Department of Education's Family Educational Rights and
Privacy Act (FERPA) and California's Educational Code Chapter 13
regarding sensitive student issues.
Please note: University Corporation employment is separate
and distinct from CSU Monterey Bay or State of California
employment. University Corporation employees are not employees of
either CSUMB or of the state of California.
All employees must be eligible for employment in the U.S. The
University Corporation is not a sponsoring agency for any
University Corporation at Monterey Bay positions are “at-will”
CSUMB is a smoke and tobacco-free campus.
The campus leadership has committed the resources needed to achieve
an engaged, safe, and in-person experience. The health and safety
of our community remain our highest priority, and we are confident
that existing public health measures provide for a safe environment
capable of delivering a complete college experience on the CSUMB
campus. Being an Otter means caring for each other and doing your
part to protect your community.
All CSUMB/University Corporation employees must be fully
vaccinated, including booster (when eligible), against COVID-19,
unless they are exempt from this requirement because an exemption
has been granted based on a medical contraindication or sincerely
held religious beliefs. Fully vaccinated means that an individual
has received all recommended doses of a COVID-19 vaccine that has
received Emergency Use Authorization or full approval from the U.S.
Food and Drug Administration (FDA) and that it has been at least
two weeks since the final recommended dose. All students, faculty,
and staff who have not been vaccinated and received a booster must
test weekly beginning February 4, 2022.
California State University COVID-19 Vaccination
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 https://csumb.edu/clery
Sensitive Positions - This position has been designated as a
sensitive position with:
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
Special License or Certifications and Conditions:
Must possess and maintain a valid license to drive in the State
of California, pass the Defensive Training Class, and be insurable
under the University's liability coverage.
May require occasional evenings and/or weekend work.
Questions can be sent to: firstname.lastname@example.org
Compensation and Benefits:SALARY AND
The University Corporation is committed to providing our employees
with a comprehensive program that rewards efforts that are
appreciated by your colleagues, students, and the customers we
serve. Salary placement is determined by the education, experience,
and qualifications the candidate brings to the position, internal
equity, and the hiring department's fiscal resources. Our salary
schedule is available here
The annual salary range for this position is $64,480-70,000.
dependent upon experience and education. Classification: Grade 5,
Staff. This is an exempt position and as such is not eligible for
the overtime provisions of the Fair Labor Standards Act. The
Corporation offers a rich benefits package that constitutes a major
portion of total compensation. Benefits include medical, dental,
vision, and life insurance benefits, contributory retirement plan,
TSA (403b), and other benefits. Please review our benefits
guide (Download PDF reader)
for details about sick time,
vacation, and holidays.
The University Corporation at Monterey Bay also provides access to
affordable campus housing: https://csumb.edu/corporation/employee-housing
Although CSUMB is located in a high-cost housing area, Schoonover
Park rental homes are affordably priced. Monthly rent rates include
cable television, garbage service, and sewer. Convenient
floorplans, attractive interior appointments, and numerous
community amenities make Schoonover Park Rental Homes an
exceptional value. Schoonover Park is near the main campus, yet a
tranquil world away. The community lies nestled in the secluded
beauty of rolling coastal hills three miles east of campus. Living
in one of the most desirable areas of California, you will enjoy
the natural splendor and cultural abundance of the Monterey
Peninsula. Quality of life begins with your home in Schoonover Park
and extends through every aspect of your California coastal
How to Apply:All prospective applicants must apply online. You must
complete the entire application for submission. We only accept
applications for the open positions listed. Please do not fax or
mail in a printed version of the electronic applications or a
resume in lieu of an application. If you are having difficulty
applying or need assistance, please call (831) 582-3389. All
positions are open until filled. The completed online application
and resume must be submitted by 5:00 pm PST on the priority
screening date. Applications received after this date will be
reviewed at the discretion of the Corporation.
AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER: The Corporation 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
To apply, please visit https://www.schooljobs.com/careers/csumb/jobs/3973327/accounts-payable-technician-ii-lead