Accounting Technician III

CSU Careers•Fresno, CA

8d•Onsite

About The Position

The Accounting Technician III is an advanced journey-level member of Accounting Services within the Division of Administrative Services at California State University, Fresno. Reporting directly to the Director of Student Accounts, the position supports the University's mission by performing complex technical accounting and customer-service work, resolving difficult or unusual problems, and applying comprehensive financial record-keeping knowledge and basic knowledge of Generally Accepted Accounting Principles (GAAP). The role requires organization, judgment, initiative, and independence. It develops, modifies, and documents procedures consistent with precedent and University policies; provides technical assistance and may provide work direction to other employees; and communicates and interprets University, auxiliary, and funding-agency regulations to students, faculty, staff, and external parties. The incumbent assembles, analyzes, adjusts, and reconciles student, sponsor, and/or collection accounts; responds to eRefund and 1098-T inquiries; performs daily cash reconciliations; serves on appeal committees; participates in orientation sessions; and conducts research and other related duties as assigned. This is a full-time, 40-hour-per-week, probationary, non-exempt position. Work is onsite; depending on University needs and operations, some positions may be eligible for remote work one day per week under applicable guidelines and CSU policy.

Requirements

Equivalent to four years of progressively responsible financial record-keeping experience that provides the required knowledge and abilities, or an equivalent combination of education and experience.
Experience working with integrated electronic systems and/or cashiering, key-card, financial, or records-management systems.
Experience preparing reports, spreadsheets, reconciliations, and financial analyses.
Customer-service experience, including interpreting policies and regulations.
Comprehensive knowledge of financial record-keeping, mathematical, and general office methods, procedures, and practices.
Basic knowledge of Generally Accepted Accounting Principles (GAAP).
Proficiency with Microsoft Word, Excel, internet and email applications, and integrated electronic financial, cashiering, key-card, or records-management systems.
Knowledge of and ability to apply relevant regulations, policies, procedures, and privacy requirements.
Ability to organize and manage multiple priorities in a fast-paced, team-oriented environment, establish priorities, anticipate conditions, and meet deadlines.
Ability to compute and post figures rapidly and accurately and maintain files and records.
Ability to interpret and apply written rules, regulations, accounting procedures, and University policies.
Ability to use initiative and sound judgment to analyze information, determine a course of action, resolve unusual problems, and make recommendations.
Ability to communicate clearly, accurately, concisely, and professionally, verbally and in writing.
Ability to provide excellent customer service, listen effectively, de-escalate difficult situations, and maintain a professional, service-oriented approach.
Ability to establish and maintain cooperative working relationships with students, coworkers, campus partners, external agencies, vendors, and members of the public from diverse backgrounds.
Ability to provide training, technical assistance, and work direction to other employees and student assistants.

Nice To Haves

Experience using PeopleSoft Finance, Cashnet, or comparable computerized accounting and cashiering systems.
Collections, student-account, sponsor-billing, loan-administration, or cashiering experience.
Two or more years of college coursework with an accounting emphasis.
California State University, higher-education, or other governmental experience.
Advanced proficiency with Microsoft Excel and Microsoft Word.
Working knowledge of databases, queries, and reporting tools.
Supervisory, lead, or training experience.
Demonstrated history of providing excellent customer service.

Responsibilities

Assemble, analyze, adjust, and reconcile student, sponsor, and/or collection accounts.
Respond to eRefund and 1098-T inquiries.
Perform daily cash reconciliations.
Serve on appeal committees and participate in orientation sessions.
Conduct research and perform other related duties as assigned.
Develop, modify, and document procedures in accordance with precedent and University policies.
Provide technical assistance and may provide work direction to other employees.
Communicate and interpret University, auxiliary, and funding-agency regulations for students, faculty, staff, and external parties.
Review financial documents and transactions for accuracy, completeness, validity, authorization, and adherence to standards.
Prepare and analyze reconciliations, complex spreadsheets, reports, queries, and technical correspondence.
Identify, trace, investigate, and correct errors and discrepancies.
Support system and data integrity, upgrades, enhancements, and issue resolution in collaboration with Technology Services, end users, and internal customers.
Provide training, technical assistance, and work direction to other employees and student assistants.
Provide customer service and resolve accounting and customer-service issues.