Accounting Technician (Accounting Technician II), College of Extended & Global Education

CSU Careers•San Bernardino, CA

About The Position

Job Summary: The position reports to the Assistant Dean, Student Enrollment, Registration, & Financial Services, the incumbents will perform work independently and exercise initiative and judgment in making decisions consistent with standard practice and established guidelines when providing customer service support in all matters concerning registrations and payments. Review financial transactions for accuracy and record keeping and for providing routine general office support functions related to Financial and Student Service support. Responsibilities: Registration & Payments: Independently perform, initiate and exercise judgment in analyzing information and determining appropriate action within policy and procedures related to: Creation of student identification numbers for new students, update existing student information Creating and/or update student program plans and term-activate students in PeopleSoft Processing course registrations for all CEGE Programs Performing cashier duties for all payments accepted (Credit Card, Check, Cash, PayPal, Flywire, and Wire Transfer) Processing all payments received through the CashNet system, reconciling daily totals for each Collaborating with academic advising, records, and student accounts offices to assist students with resolving issues preventing registration Updating FS adjustment log Updating FS equation variable log Preparing and depositing bulk deposit payments Reconciling PayPal daily Creating Installment Payment Plans Drops & Refunds: Processing course drops and swaps for all CEGE programs Processing 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 [email protected], [email protected], 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

Requirements

Experience: Equivalent to three years of progressively responsible financial record-keeping experience which has provided the above knowledge and abilities.
Education: Any equivalent combination of education and experience which provides the required knowledge and abilities.
Thorough knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices. In addition to the Accounting Technician I abilities, 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
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.

Nice To Haves

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.
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.
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.

Responsibilities

Creation of student identification numbers for new students, update existing student information
Creating and/or update student program plans and term-activate students in PeopleSoft
Processing course registrations for all CEGE Programs
Performing cashier duties for all payments accepted (Credit Card, Check, Cash, PayPal, Flywire, and Wire Transfer)
Processing all payments received through the CashNet system, reconciling daily totals for each
Collaborating with academic advising, records, and student accounts offices to assist students with resolving issues preventing registration
Updating FS adjustment log
Updating FS equation variable log
Preparing and depositing bulk deposit payments
Reconciling PayPal daily
Creating Installment Payment Plans
Processing course drops and swaps for all CEGE programs
Processing refunds (cash, credit card, PayPal, wire transfer, and check) for all CEGE programs
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 [email protected], [email protected], and personal email accounts daily
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.
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

Benefits

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.

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