Finance Systems Analyst

Job Details•Pomona, CA

About The Position

Student Accounting and Cashiering Services (SACS) is responsible for the administration and oversight of student accounts. This includes the accurate posting of payments and charges for tuition and fees, housing, parking, etc. through the PeopleSoft Financials Module as well as payment posting via the Cashnet System. This includes ensuring that accurate tuition, registration, housing, parking, and other fees are accurately calculated. SACS is responsible for ensuring payments are processed accurately and timely, holds are placed on past due balances, and collection efforts are performed including the write-off of bad debt. Other responsibilities include student accounting such as reconciliation of financial aid, uncleared collections, mentor application, and short-term loans. Other duties include disbursement of student assistant payroll, staff master payroll, as well as student refunds, student accounts audits, etc. SACS works closely with the Financial Aid Office as well as the Registrar's Office to ensure that the disbursement of financial aid and enrollment are properly coordinated. In addition, SACS works closely with many of the areas on campus to ensure that monies are being properly collected and accounted for such as the Office of Continuing Education, Housing, and various other satellite offices that collect cash. SACS ensures that its activities are in compliance with Federal and State regulatory requirements including privacy, adherence to payment card industry standards, and ensures all accounting functions are up to par with the generally accepted accounting principles and applicable government accounting standards.

Requirements

Any equivalent combination of education and experience which provides the required knowledge and abilities.
Four (4) years of progressively responsible financial record-keeping experience or its equivalent.
Comprehensive knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices; and basic knowledge of Generally Accepted Accounting Principles (GAAP).
In addition to the Accounting Technician II abilities, must be able to interpret and apply 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; 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; investigate and resolve errors and discrepancies; and read and interpret computer-generated reports.

Nice To Haves

Experience in a higher education environment; must be able to demonstrate experience in a multi-cultural multi-ethnic higher education environment and have experience with CMS PeopleSoft Student Financials.
Have strong organizational skills and the ability to work independently.
Strong customer service and problem-solving skills.
Must have the ability to analyze financial transactions, trace, investigate and resolve errors and discrepancies.
Must have comprehensive knowledge of financial record-keeping methods; procedures, and practices; arithmetic; maintain accounting records of funds; reconcile financial data and general office procedures.
Able to maintain effective working relationships with staff/faculty, students, and constituents.
Have good judgment, initiative and work independently to resolve unusual problems with cashiering and other system-related issues.
Bachelor's Degree.
Must have a minimum of a bachelor's degree, preferably in Business, Finance, or Accounting, Knowledge: Thorough knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices.
In addition to the Accounting Technician II 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.

Responsibilities

Processing all Financial Aid disbursements and refunds in excess of $100 million annually to the student account via the PeopleSoft Student Financials System.
Coordinating directly with the student to ensure that student information such as secure banking information is updated and corrected based on IT security and compliance.
Distribution of paychecks for master payroll, student assistant payroll, as well as hourly, overtime, and shift differentials, and final settlements.
Assisting students, faculty and staff in regard to inquiries about their paycheck distribution.
Communicating established university policies and procedures to faculty, staff, and the general public, obtaining clarification from others when more extensive interpretation is required.
Providing excellent customer service by answering phone and e-mail inquiries pertaining to both master payroll and student assistant payroll.
Working closely with the lead in streamlining procedures through the use of technology.
Developing and use of a payroll report for the streamlined distribution of Master and Student payroll; Development and use of a barcode system to ensure the accurate distribution of Master and Student payroll.
Responsible for staff training on the use of the barcode system for payroll distribution.
Coordinating with Payroll department, and State Controller Office as needed to ensure reports and paychecks are delivered timely to be processed and distributed on time to staff, faculty, and students.
Provide excellent customer service by answering phones and e-mail inquiries to all issues pertaining to SACS and Payroll distribution as well as responding to the SACS Chatbot and ServiceNow cases.
Cashiering and Student Services - accept payments balancing payments taken in for cash receipts for registration, parking housing, etc. through the cashiering system.
Use of PeopleSoft Student Financials in order to assist students with any issues pertaining to their student account.
Perform general cashiering duties including processing a high volume of cashiering-related activities.
Responsible for making updates to the SACS website in Cascade.
Assists with updating PS Student Financials (PS SF) Proby updating the tuition calculation tables, testing upgrades in PS SF, develops ad-hoc queries.
Assists with the implementation of new systems impacting student financials.
Responsible for working with the various areas in Academic Affairs/Enrollment Management and CEU for ensuring that their requirements are met via PS financials, Cashnet, Web updates, etc.
Assists with testing new releases, troubleshooting, generating, and developing queries based on the needs and requirements of the office and external areas such as CEU, the Registrar, Financial Aid, etc.
Analyze and resolve data and system-related issues in conjunction with General Accounting, the Registrar's Office, the Financial Aid Office, Continuing Education, and other areas on campus.
Ensure the integrity of the applications and data stored in the system.
Provide support and assistance with the 1098-T Tax Form.
Provide support and assistance with the submission of files to the Franchise Tax Board (FTB)
Responsible for writing off past due accounts.
Prepare and assist with the bank deposit as needed.