Accounting Technician - (Accounting Technician II, Range I) - Bursar's Office

CSU Careers•San Francisco, CA

8d•Onsite

About The Position

The Accounting Technician II performs diverse financial and administrative duties in the Bursar’s Office, providing cashiering, student account support, payment processing, and reconciliation services under the supervision of the University Bursar. The position uses initiative and judgment to analyze information, research discrepancies, and determine appropriate actions consistent with established practices, policies, and guidelines. The incumbent processes payments, applies deposits to student accounts, balances cash drawers, prepares deposits, reconciles collections and financial transactions, and researches discrepancies across payment systems and supporting documentation. The role also reviews student account records, responds to account inquiries, explains fees and payment policies, and resolves routine issues under established procedures. Matters requiring policy exceptions or exceeding delegated authority are referred to appropriate staff. This is a one-year probationary, full-time position assigned to on-campus operations in California; occasional telework may be possible.

Requirements

Three years of progressively responsible financial record-keeping experience, or an equivalent combination of education and experience providing the required knowledge and abilities.
Working knowledge of general practices, programs, and/or administrative specialty, and basic knowledge of fundamental concepts and their application.
Working knowledge of budget policies and procedures.
Working knowledge of administrative practices, program operations, and procedures, with the ability to interpret and apply relevant policies and regulations.
Ability to conduct research, analyze data, and perform basic statistical and financial analyses.
Ability to organize and prioritize multiple projects, exercise independent judgment, and make sound decisions.
Ability to establish and maintain effective working relationships and serve as a liaison with internal and external stakeholders.
Successful completion of a background check.
Ability to provide proof of U.S. citizenship or authorization to work in the United States within three business days of hire.
Work must be performed in California; the position is assigned to on-campus operations.

Nice To Haves

Graduation from a four-year college or university in a related field, or equivalent.
Working knowledge of an automated cashiering system.
Experience with PeopleSoft Query reporting tools and the PeopleSoft Financial Application.
Intermediate Microsoft Office skills.
Experience operating office equipment.
10-key by touch and typewriter skills.

Responsibilities

Review student account records and accept and process student payments.
Research payment and fee discrepancies; explain charges, payment options, policies, and procedures.
Issue receipts and maintain accurate transaction records while protecting confidential student financial information.
Respond to student inquiries, resolve routine issues within established procedures, and refer complex issues or exceptions to appropriate staff.
Reconcile collections, cash payments, and deposit transactions against supporting documentation; research and resolve discrepancies.
Prepare or process authorized adjustments and accurately apply deposit payments.
Coordinate with campus departments to maintain accurate and complete financial records.
Perform other duties as assigned.