Student Financial Services Manager

Stanislaus State•Turlock, CA

About The Position

Full-time position available on or after March 2, 2026 in Financial Services. Under the general direction of the Associate Vice President for Financial and Support Services, the Student Financial Services Manager oversees the comprehensive administration of the university’s financial resources within Student Financials and Cashiering operations. As a key member of the Financial Services team, the Manager provides leadership, oversight, and strategic advisement to ensure the accuracy, integrity, and compliance of financial processes with California State University (CSU), State of California, GASB, FASB, and GAAP standards. This position manages essential financial systems, including PeopleSoft Student Financials and Transact (formerly CASHNet) with its EMarketplace component, ensuring effective system integration with the general ledger. The Manager supervises professional and technical staff, directs accounting transactions, oversees federal financial aid disbursements, and manages cash handling, collections, and reconciliation functions. Additionally, the Manager serves as a subject matter expert in student financial accounting, develops and implements cash management policies and internal controls, and ensures the safeguarding of university financial assets in compliance with internal and external regulations.

Requirements

Education: Bachelor’s degree in accounting, business administration or closely related field or equivalent experience.
Experience: Five years of progressive accounting, project management and/or ERP system development experience, preferably in a university setting.
Successful experience supervising and leading operations for an accounting team and/or student financials team.
Strong leadership, communication (written and oral), and analytical skills.
Must be able to establish and maintain effective working relationships within a diverse multicultural environment.
Ability to work collaboratively to lead and motivate others.
Working knowledge of governmental accounting methods and related laws, rules, and regulations.
Ability to work within the CSU systemwide financial system (PeopleSoft) or equivalent.
Ability to work with various reporting tools, including dashboard reporting and query tools.
Ability to interpret and apply Governmental Accounting Standards Board (GASB), Financial Accounting Standards Board (FASB), Generally Accepted Accounting Principles (GAAP), federal, state, California State University standards, campus policies and procedures or equivalent.
Extensive knowledge of Microsoft Office suite of products.
Ability to analyze problems, apply strategic thinking and provide solutions.
Possess excellent customer service skills to enhance the value of Financial Services to the campus community.
Ability to manage and direct the day-to-day operations of an accounting, accounts receivable, and cashier team.
Ability to work independently, be self-motivated, highly productive and a problem solver.
Ability to change priorities when needed to meet changing and overlapping deadlines.
Possess strong organizational and time management skills.
Experience working with and responding to internal and external local, state, and federal auditors.
Ability to acquire and appropriately apply knowledge of university systems (e.g., General Ledger, Billing and Receivables, Cash receipts, Data Warehouse query language, ancillary systems supporting the university and auxiliary organizations).
Ability to maintain a consistent schedule of meeting daily, weekly, monthly, quarterly, and annual deadlines.
Ability to lead, direct, and work compatibly with others to identify and resolve issues and complete tasks and projects.

Nice To Haves

Experience working in the California State University (CSU) system or a comparable higher education institution.
Minimum of three years of experience in higher education or governmental accounting or finance.
Master’s degree in accounting, finance, business administration, or related field, and/or current CPA license.
Experience applying CSU, state, or federal financial regulations and requirements.
Hands-on experience with PeopleSoft Student Financials, Transact (CASHNet), or similar enterprise financial systems.
Proficiency using financial reporting and data analysis tools, such as PeopleSoft Query, Data Warehouse, or Power BI.

Responsibilities

Coordinate and communicate student financial testing and development for academic term calendar implementation, including but not limited to coordination with Financial Aid and Enrollment Management areas for related processes, due dates, billing dates, refund schedules, and installment payment plan timelines.
Coordinate student fees and related changes for enrollment periods in PeopleSoft, including mandatory fees and cost-of-living adjustments (COLA).
Advise and provide input for new or revised student fees to ensure compliance with CSU and campus fee policies.
Oversee the preparation and processing of federal financial aid disbursements.
Oversee and participate in testing, implementation, and maintenance of student financial, financial aid, enrollment, miscellaneous receivables, and billing modules for upgrades, patches, new releases, and new subsystems.
Monitor subsystem and ancillary system feeds to the general ledger; identify and resolve errors.
Oversee student loan programs and collection processing of past-due student fees and payment plans.
Conduct monthly review and approval of reconciliations for student-related general ledger accounts, including but not limited to student receivables, liabilities, financial aid funds, and journal entries.
Manage month-end and year-end close processes, including billing, receivables, write-offs, refund processing, revenue recognition, journal entries, reconciliations, and related financial reporting.
Ensure integrity of subsystem data through monthly validation reports and other integrity controls.
Serve as lead administrator for Transact (CASHNet) systems, including setup, upgrades, testing, and issue resolution.
Manage daily monitoring of system feeds and problem analysis.
Oversee campuswide EMarketplace setup, design, testing, functionality, and ongoing maintenance.
Collaborate with campus departments to ensure EMarketplace design, functionality, and tax compliance.
Monitor EMarketplace activity for compliance with applicable rules, regulations, policies, and procedures.
Prepare monthly reporting on credit card fees and sales tax related to EMarketplace use.
Coordinate with University Communications for related web development and content updates.
Ensure accurate posting and deposit of university and auxiliary receipts to appropriate bank accounts.
Oversee daily receipt reconciliations and safeguard university cash assets to ensure accuracy in student and financial systems.
Develop and recommend policies and procedures for all cash handling operations, ensuring consistent internal control application.
Conduct cash handling security audits, provide training, and implement corrective actions as needed.
Review and update campus cash management practices, including cashiering satellite site visits, training, internal reviews, and reconciliations, ensuring timely corrective actions.
Provide guidance and service to the campus on cash matters and related reporting.
Distribute payroll advances and paychecks to students and employees provided by Human Resources/Payroll.
Provide day-to-day supervision of staff.
Hire, train, supervise, and evaluate personnel.
Determine long-range university needs related to student financials, Transact (CASHNet), miscellaneous receivables, and billing.
Serve as a member of the Financial Services Management Team.
Attend and participate in division and departmental meetings.
Serve on campus and systemwide committees, including but not limited to the Student Fee Advisory Committee (SFAC) and Instructionally Related Activity (IRA) Committee.
Provide recommendations and oversight for student disenrollment processes in coordination with Enrollment Services and divisional leadership.
Coordinate and supervise Student Financials customer service operations, including phone and in-person inquiries, collections, student account analysis, and new student orientation sessions.
Address escalated student financial issues requiring higher-level intervention.
Oversee reporting for all areas of student financials, including but not limited to: o Fee waivers o Federal student loans o Financial aid reporting o Student Involvement and Representation Fee (SIRF) o Annual fee report required by the Chancellor’s Office o Federal Fiscal Operations Report and Application to Participate (FISAP) o Federal Schedule of Expenditures of Federal Awards (SEFA) – student/financial aid portion o Federal Integrated Postsecondary Education Data System (IPEDS) – veterans portion o SFAC reporting and other campus requests
Manage student communications and tax-related reporting, including 1098-T forms, Perkins and Nursing Loans, and tax offset notifications.
Maintain Student Financial Services webpages and documentation, including but not limited to Money Matters, student fees, and payment information.
Ensure compliance with CSU, federal, and state financial regulations, audit requirements, and internal control standards.
Coordinate and respond to internal and external audits, ensuring timely completion of corrective actions.
Conduct campus training on miscellaneous accounts receivable, billing, and financial processes.
Other duties as assigned.