Accounting Technician

CSU Careers • San José, CA

35d

About The Position

Reporting to the Assistant Bursar and receiving work lead direction from the eCommerce Specialist, the Accounting Technician performs cashiering duties, including issuing receipts, and recording payments to appropriate PeopleSoft accounts using TRANSACT and Flywire in the Bursar’s Office. The Accounting Technician will balance cash funds daily, prepare bank deposits, post and release departmental deposits and electronic files, verify eligibility, process late student petitions and post financial aid loan and scholarship payments to student accounts. In addition, the Accounting Technician will analyze student accounts and respond to student inquiries by interpreting complex financial records, and issue Tower Cards for students.

Requirements

• Ability to communicate with constituents in a professional and respectful manner
• Thorough knowledge of the principles and practices of financial record keeping
• General knowledge of the basic principles of accounting
• Ability to adjust accounts and prepare documentation for various reporting systems
• Thorough knowledge of TRANSACT and PeopleSoft systems
• Ability to compose and appropriately format correspondence and reports
• Knowledge of software applications: word processing, spreadsheet, database management
• Ability to perform accurately in a detail-oriented environment
• Ability to handle multiple work priorities, organize, plan work to meet and exceed customer needs and office demands
• Ability to maintain confidentiality and appropriately handle sensitive communications with students, employees and external agencies
• Excellent customer service and public relations skills
• Strong written and oral communication skills
• Ability to communicate Bursar's Office policies and procedures to students in a clear, concise manner
• Any equivalent combination of education and experience which provides the required knowledge and abilities
• Equivalent to three years of progressively responsible financial record-keeping experience which has provided the above knowledge and abilities

Nice To Haves

• Associate’s degree
• Experience within the CSU or public higher education
• Experience using PeopleSoft, Transact
• Cash handling experience of 6 months or greater

Responsibilities

• Within the TRANSACT payment system, the Accounting Technician performs cashiering duties, including issuing receipts, and recording payments to appropriate PeopleSoft accounts
• Balance cash funds daily, prepare bank deposits, post & release departmental deposits and electronic files, verify eligibility and process late student petitions and post financial aid loan and scholarship payments to student accounts
• Process Flywire International and FTB payments
• Provide quality customer service to students, parents, staff, sponsors and departments
• Research, respond and resolve customer inquiries via the cashier email box in a timely manner
• Responsible for answering department emails, phone, chat and Qless system
• Use knowledge of student accounts and investigative skills to direct students to appropriate resources on campus
• Educate students how to better utilize the system to ensure deadlines are met and classes are secured
• Process and issue Tower ID Cards
• Complete and submit IRS Form 8300

Benefits

• San José State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary.
• For more information on programs available, please see the Employee Benefits Summary

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree