Accounting Technician I / College of Extended Learning



Job Details

Accounting Technician I / College of Extended Learning
Employer

California State University, San Bernardino

Salary

$32,520.00 - $53,868.00 Annually

Location

San Bernardino, CA

Job Type

Part-Time

Job Number

2018-00114

Division

Academic Affairs

Department

CEL - Dean's Office

Opening Date

03/02/2018

Closing Date

Continuous

Overview

Employment Status:  Temporary, part-time "non-exempt" position.

Work Schedule: To be determined.

First Review Deadline:  This position will remain open until filled. Applications will be reviewed beginning Monday, March 20, 2018. 

Current employees will be given preferred consideration.

Overview of Duties:

Accounting Technicians provide technical support to organizational units responsible for receiving and disbursing university and/or auxiliary funds and recording financial transactions (e.g., accounts payable, accounts receivable,student finance, investments and special projects, trust and general accounting units).
 
Positions are assigned to classifications in this series on the basis of the degree of complexity, difficulty, and variety of duties performed; amount of independence, originality, and discretionary decision-making authority delegated to the position; and demonstrated level of knowledge of accounting methods, procedures, and practices. All classifications require knowledge and understanding of financial record-keeping methods, procedures, and practices and the ability to use current computer word processing and spread sheet software programs, web browsers, integrated financial systems and/or other types of records management systems, such as student accounting, cashiering and student financial aid. Incumbents usually have a variety of contacts, inside and outside the university, and may be assigned responsibility for providing training, guidance, and assistance to other employees.

The Accounting Technician Series is distinguished from other series such as clerical, payroll, general administrative support, and purchasing by a primary responsibility for providing technical support to functional units involved in receiving and disbursing university funds and/or its auxiliaries and recording financial transactions.

Typical Activities

The following examples of typical work activities are meant to illustrate the general range of work functions performed by Accounting Technicians; they are not meant to be all inclusive or restrictive. Work assignments may involve other related activities within the scope of each classification.
 
Accounting Technicians typically perform duties that include some or all of the following: review documents for accuracy, completeness, validity, and adherence to standards; make mathematical calculations; assign transaction codes and prepare documents for processing; post data to journals, registers, and ledgers; compile, verify, reconcile, analyze, and summarize information; prepare invoices, enter data, and prepare billings and past due notices; review computer generated reports and make necessary corrections; maintain records; understand and interpret university policies and regulations for faculty, staff and the general public; review web pages and make recommendations for updates; write or update departmental procedures; may perform routine clerical functions as needed, such as sorting mail, data entry, greeting customers, answering phones and providing assistance, filing and using standard office equipment; provide technical assistance with web site applications; and 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.

Incumbents in this classification apply a general knowledge of financial record-keeping methods, procedures, and practices to the processing and recording of financial transactions and information. Work assignments are usually well-defined and of a constant nature; however, incumbents may be assigned responsibility for resolving problems. Detailed instruction is initially provided for incumbents new to the position. Once this introductory period is completed, incumbents are responsible for performing work that is accurate and for independently identifying and correcting any errors that may occur.

Incumbents communicate established university policies and procedures to faculty, staff and the general public, referring them to the appropriate staff member when more extensive interpretation is required; receive and disburse monies; compile various documents and review for accuracy; make mathematical calculations; update and maintain spreadsheets including entering, sorting, calculating; run and export queries; provide input to the modification and documentation of established procedures based on precedent and university policies; maintain files and records;and reconcile account balances.

Specific Job Duties:
  • Review all Accounts Receivable balances.
  • Run monthly A/R reports from PeopleSoft, analyze outstanding account balances for validity. 
  • Reconcile and trouble shoot problem registrations and accounts. 
  • Set up and maintain monthly collection spreadsheets, compose collection letters for delinquent accounts, record holds on student records. 
  • Act as liaison to outside collection agencies and SAO. 
  • Reconcile deposits and record bulk deposits in log, along with A/R and revenue account records to general ledger.
  • Post all discounts, adjustments or manual transactions to Students financial accounts.
  • Respond to all dishonored checks.
  • Process all invoicing for the College, including 3rd parties.  
  • Maintain invoice records and Accounts Receivable spreadsheet for invoicing.  
  • Provide customer service support to Student Services, area as needed.
  • Communicate with students regarding account balances, as necessary.
  • Assist on special projects, and perform all other related job duties as assigned.

Minimum Qualifications

Knowledge:
General knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices.

Abilities:
Ability to review financial documents for accuracy, completeness, validity, and adherence to standards; compute and post numbers rapidly and accurately; maintain files and records; identify, trace, and correct errors; follow directions; interpret and apply written rules and regulations; establish and maintain effective working relationships with others; exercise tact, courtesy, alertness, and good judgment in responding to others; 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; and read and write English at a level appropriate to the position.

Applicants must demonstrate proficiency with Microsoft Excel and Word, current web browsers, query tools, integrated financial systems and record management systems, such as student accounting, cashiering, and financial aid. Knowledge of PeopleSoft is preferred.

Experience:
Equivalent to one year of clerical accounting or financial record-keeping experience which has provided the above knowledge and abilities.

Education:
A bachelor's degree with a major in accounting, business administration, finance or a closely related field is preferred.  Any combination of education and experience, which provides the required knowledge and abilities, will be accepted.

Supplemental Information

A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who apply for the position.

The person holding this position is considered a `mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

California State University, San Bernardino is an Affirmative Action/Equal Opportunity Employer.  We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, or protected veteran status. 

This position may be "Designated" under California State University's Conflict of Interest Code. This would require the filing of a Statement of Economic Interest on an annual basis and the completion of training within 6 months of assuming office and every 2 years thereafter.  Visit the Human Resources Conflict of Interest webpage link for additional information:
http://hrd.csusb.edu/conflictInterest.html

This position adheres to CSU policies against Sex Discrimination, Sexual Harassment, and Sexual Violence, including Domestic Violence, Dating Violence, and Stalking. This requires completion of Sexual Violence Prevention Training within 6 months of assuming employment and on a two-year basis thereafter. (Executive Order 1096)

You have medical, dental and vision plans from which to choose coverage.  You may cover yourself and your eligible spouse or domestic partner and children.  You are eligible to enroll in coverage if you are appointed at least half-time and for more than six months.  If you enroll on a timely basis, coverage begins on the first of the month after your date of hire.  You also may enroll during any annual open enrollment period.

HEALTH CARE

Medical Benefits - You have a choice of several Health Maintenance Organizations (HMOs), depending on location, or Preferred Plan Provider (PPO) insurance plans through the California Public Employees' Retirement System (CalPERS)).  You and the CSU share the cost of coverage, with the CSU paying the greater portion of the monthly premium.  You may pay your portion of the cost on a pre-tax basis through the Tax Advantage Premium Plan (TAPP).
Dental Benefits – You may choose between two dental plans:  a traditional indemnity (fee-for-service) plan allowing you to see almost any dental provider, or a "dental HMO" plan offering a network of dentists from which to choose.  Currently, the CSU pays the full dental premium for you and your eligible dependents.
Vision Benefits – Vision coverage includes an annual eye exam, and glasses or contact lenses every other year.  Currently, the CSU pays the full vision premium for you and your eligible dependents.
Cobra Benefits – If you lose your eligibility for medical, dental, and vision benefits under specified circumstances (for example, you leave employment with the CSU), the Consolidated Omnibus Budget Reconciliation Act of 1986 (COBRA) and the Omnibus Budget Reconciliation Act of 1989 (OBRA) allows you to continue to receive health care coverage at your expense.  You and your dependents can receive COBRA benefits for up to 18, 29 or 36 months, depending on the circumstances.

FLEXIBLE BENEFITS PLANS

FlexCash – If you waive the CSU medical and/or dental coverage because you have other non-CSU coverage, you can receive additional cash in your paycheck each month.  You will be taxed on this additional income.  Currently, you can receive $128 FlexCash per month if you waive medical coverage and $12 FlexCash per month if you waive dental coverage.

SURVIVOR PROTECTION BENEFITS

Life and Accidental, Death & Dismemberment (AD&D) Insurance – The CSU provides you with $10,000 of basic term life insurance coverage and $10,000 of basic accidental death and dismemberment (AD&D) insurance coverage.  The CSU pays the full cost of this coverage.  Coverage is automatic and effective on the first of the month after your date of hire.

ADDITIONAL CSU BENEFITS

CSU Fee Waiver Program – If you are a full-time employee, you are eligible each term to waive certain fees at a CSU campus for a maximum of two courses or six units, whichever is greater.  You may transfer your fee waiver benefit to your spouse, domestic partner, or dependent child (up to age 25); however, not all of the fees may be waived or reduced for your dependents.

RETIREMENT PLANS

CalPERS Retirement Plan – The California Public Employees Retirement System is a defined benefit retirement plan that provides lifetime benefits based on members' years of service, age, and final compensation.  Full-time employees appointed for at least six months, or part-time employees working at least half-time and appointed for at least one year, are automatically enrolled in the CalPERS Retirement Plan. 
Depending on hire and/or membership date, employees are placed in one of three retirement formulas.  Each formula determines the employee contribution rate, and the benefit factor and final compensation period used to calculate retirement allowance.
  
Retirement Plans 

Retirement Plans
 
Employee Contribution
2% @ 55.  2% @ 60. 5% less a $513 exclusion.  2% @ 62 (there is not an exclusion) is 6.75% for contribution.
 
Pre-Tax Savings Plans – As a CSU employee, you have three voluntary retirement savings plans available to you, which allow you to invest pre-tax dollars to supplement your CalPERS Retirement Plan benefit.  They are:

  • The CSU 403(b) Tax Sheltered Annuity (TSA) Plan
  • The Savings Plus 401(k) Thrift Plan
  • The Savings Plus 457 Deferred Compensation Plan
You may participate in any or all of the plans.  Each is governed by a different section of the IRS Code resulting in different rules and provisions. 

TIME-OFF BENEFITS - (Paid Leave)
Holidays – The CSU offers employees 14 paid holidays each year; 13 scheduled on specific days and one you may take any time during the year.
Vacation – Depending upon your years of service, you earn vacation monthly as follows:  5/6 day up to three years; 1 1/4 days up to six years; 1 5/12 days up to 10 years; 1 7/12 days up to 15 years; 1 3/4 days up to 20 years; 1 11/12 days up to 25 years; and two days per month thereafter.  If you have less than 10 years of service with the CSU, you can accrue up to a maximum of 272 hours (34 days); if you have more than 10 years, the maximum is 384 hours (48 days).  Part-time employees accrue vacation on a prorated basis.
Sick Leave – For each month of continuous service, you accumulate eight hours of credit for sick leave with pay.  Part-time employees accrue sick leave on a prorated basis.
Maternity/Paternity/Adoption Leave – You are eligible for up to 30 workdays per calendar year starting within sixty (60) days of the arrival of your new child, due to birth, adoption, or foster care assignment. 

01
Are you a current CSU San Bernardino employee?
  • Yes
  • No
02
What is your current classification title at CSU San Bernardino? (This should be your classification rather than your working title.) If you are not affiliated with CSU San Bernardino, please write in Not Applicable.
03
Do you possess the equivalent to graduation from a four-year college or university degree in accounting, business administration, finance or a closely related field is preferred?
  • Yes
  • No
04
Do you possess the equivalent to one year of professional experience?
  • Yes
  • No
05
How would you rate yourself with respect to multi-tasking in a very busy work environment?
06
Please describe your knowledge of Microsoft Office Programs, Adobe Acrobat and Human Resources Information System (HRIS) software. Please provide examples of work assignments you have completed using these programs.

* Required Question

Employer
California State University, San Bernardino
Address
5500 University Parkway

San Bernardino, California, 92407
Phone
(909) 537-5138
Website
http://www.csusb.edu

Apply

OnlineApplication

Warning! You are using Internet Explorer 8. Some features of the Online Application are not fully supported in this version. Please upgrade to a later version of Internet Explorer for optimal performance.

Loading ...