Student Accounts Receivable Technician

$51,912 - $57,900/Yr

California State University - Seaside, CA

Full-time - Entry Level

Seaside, CA

5,001-10,000 employees

Educational Services

About the position

The Student Accounts Receivable Technician at California State University, Monterey Bay (CSUMB) plays a crucial role in managing student financial accounts for Extended Education and International Programs. Under the supervision of the Cashiering and Student Accounting Services Manager, the technician is responsible for a variety of tasks related to student accounts receivable (STAR). This includes setting up and maintaining student financial systems, generating reports, and ensuring accurate documentation. The position requires a high level of judgment, initiative, and independence, as the technician serves as a liaison between the Office of Extended Education and International Programs and student accounts. Key responsibilities include creating and maintaining the setup for Extended Education Programs in the student financials system, which encompasses holds, invoicing, tuition calculation rules, item type mapping, and adjustment calendars. The technician also coordinates disenrollment processes, communicates with students regarding their accounts, and monitors student accounts to ensure accuracy. Additionally, the technician is expected to create and maintain advanced queries, investigate discrepancies, and work closely with the Student Financials Analyst to provide functional input for system configurations and updates. The role demands comprehensive knowledge of financial record-keeping, accounting principles, and the ability to interpret and apply various policies and procedures. The technician must be proficient in using computer software for word processing, spreadsheets, and integrated financial systems, as well as possess strong analytical skills to resolve errors and discrepancies. The position is full-time, requiring 40 hours per week, and may involve occasional evening or weekend work. CSUMB is committed to fostering an inclusive environment and values diversity among its staff and faculty. The university aims to support student success through experiential learning and a strong emphasis on multicultural perspectives. The technician will contribute to this mission by ensuring the financial integrity of student accounts and supporting the overall operations of the Extended Education and International Programs.

Responsibilities

• Serve as the liaison to the Office of Extended Education and International Programs (EEIP) on student accounts.
• Create and maintain EEIP setup in the student financials system, including holds, invoicing, tuition calculation rules, item type mapping, and adjustment calendars.
• Create and maintain student financials systems setup for the disenrollment process pertaining to Extended Education Programs.
• Coordinate communications to students prior to disenrollment and provide final lists of students to be dis-enrolled to Extended Education staff.
• Create and maintain queries using advanced query tools.
• Monitor student accounts pertaining to EEIP and/or courses to ensure accuracy.
• Identify, investigate, and correct or coordinate correction and resolution of errors and discrepancies.
• Work closely with the Student Financials Analyst in Operation Support and Innovation; provide functional input to configuration discussions, implementation of new functionality/releases, testing, and maintenance of the Student Financials module.
• Perform other job-related duties and special projects as assigned.

Requirements

• Equivalent to four (4) years of progressively responsible financial record-keeping experience or an equivalent combination of education and experience.
• Comprehensive knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices.
• Basic knowledge of Generally Accepted Accounting Principles (GAAP).
• Ability to interpret and apply a wide variety of written policies and procedures relating to student accounts.
• Ability to maintain accounting records for funds, programs, or activities involving multiple transactions.
• Ability to compile, verify, and reconcile financial data.
• Technical fluency with Excel and Word; skilled in analysis and evaluation leading to the development or improvement of accounting policies, procedures, and/or practices.
• Experience with information systems, preferably Peoplesoft/Oracle Student Financials or equivalent student financial system.

Nice-to-haves

• Bachelor's degree from an accredited college or university in business administration or accounting.
• Experience in an educational environment, preferably in student support services work.
• Technical fluency with Oracle/PeopleSoft, CSU Common Management System or equivalent student/finance information system; Microsoft Office Professional; Google Workspace (Gmail, Docs, Sheets, Drive, Calendar, Forms, etc.); 25Live.

Benefits

• Dental insurance
• Health insurance
• Vision insurance
• Access to affordable campus housing based on availability
• Membership in the California Public Employees Retirement System (CalPERS)
• 15 paid holidays a year