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Accounting Technician III / Accounting - Student Financial Services

Apply now Job no: 507518
Work type: Staff
Location: San Bernardino - San Bernardino Campus
Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Administrative, Probationary, Full Time


California State University, San Bernardino is a preeminent center of intellectual and cultural activity in Inland Southern California. Opened in 1965 and set at the foothills of the beautiful San Bernardino Mountains, the university serves more than 20,000 students each year and graduates about 4,000 students annually. CSUSB reflects the dynamic diversity of the region and has the most diverse student population of any university in the Inland Empire. Seventy percent of those who graduate are the first in their families to do so.

At CSUSB, you can:

  • Build your future
  • Work with the best
  • Be your authentic self
  • Focus on you
  • Make a lasting impact
  • Work for a purpose that is greater than your own
  • Bring everything you are, become everything you want


Department Summary

Student Financial Services is one of the departments of Financial Services, the hub of all financial transactions and reporting on campus.  Student Financial Services supports the campus community in areas including cashiering, cash handling, delivery of financial aid refunds, student billing and collections, banking and merchant services for university departments, financial reporting, and internal controls. It partners with the Financial Aid and Registrar in providing the student with the best possible financial service and counseling in support of the student’s educational goals.


Job Summary

The incumbent will provide technical support within the Accounting Department, Student Financial Services Office, performing the following duties with accuracy, independence, originality, and discretionary decision-making.  The incumbent will manage complex reports and processes including preparing the Annual Fee Report and coordinating the IRS 1098T process; interpreting IRS laws and regulations regarding financial reporting and implementing changes necessary to ensure compliance.  Reconcile various campus accounts including the Perkins and Federal Work-Study accounts, prepare journal entries and post entries to the general ledger and student financial systems.  Manage the past due balances and collections process, including communications, skip tracing, repayment agreements, and placements with several collection agencies and FTB.  Process bankruptcies and ensure all legal aspects are met.  The incumbent will be required to compile information, analyze, and complete complex reconciliations, understand and assure accounting reporting systems, ensure that policies and procedures comply with existing laws and regulations. The incumbent will also be required to issue financial aid and other refunds in accordance with Title IV regulations. Serve as liaison to satellite cashiers and campus partners ensuring compliance to cash handling guidelines and procedures. Additionally, the incumbent will handle inquiries on student accounts and bank/Transact payments, including resolving problems via telephone and at the service window.  The incumbent will use personal computers, software applications, along with other accounting systems, operate standard office machines; and perform other related duties as assigned.  The incumbent will also provide one-on-one training as needed to campus departments.

In addition, this position is responsible for ensuring compliance with internal and external procedures, guidelines, and requirements set forth by State Administrative Manual (SAM), Internal Revenue Services (IRS), established University policies and procedures, ICSUAM, and CSU Chancellor’s Office.

Employment Status: Full-time, Non-Exempt, Probationary with the possibility of converting to permanent.


Application Review Deadline: This position will remain open until filled. Applications will be reviewed beginning December 16, 2021.


Multiple Vacancies: This recruitment is to fill multiple vacancies.


Work Schedule:

  • Summer schedule: Monday through Thursday (7:00 am - 5:30 pm), some evenings/weekends
  • Academic year schedule: Monday through Friday (8:00 am – 5:00 pm), some evenings/weekends


Key Qualifications

  • 4 years previous general accounting or business experience.
  • An understanding of general accounting concepts.
  • Experienced with ERP systems (general ledger module).
  • Comprehensive knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices; and basic knowledge of Generally Accepted Accounting Principles (GAAP).
  • 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. 


Preferred Qualifications  

  • Microsoft Windows Office experience including Word, Excel, and Outlook email software.
  • Peoplesoft Enterprise Systems.
  • Cashnet/Transact Payment.
  • Experience working in higher education.


Education and Experience

  • Any equivalent combination of education and experience which provides the required knowledge and abilities.
  • Equivalent to four years of progressively responsible financial record-keeping experience which has provided the above knowledge and abilities.



Anticipated Hiring Range: $4,000 - $4,500 per month

Classification Salary Range: $3,532 - $6,198 per month

Statement of Commitment to Diversity

In our commitment to the furthering of knowledge and fulfilling our educational mission, California State University, San Bernardino seeks a campus climate that welcomes, celebrates, and promotes respect for the entire variety of human experience. In our commitment to diversity, we welcome people from all backgrounds, and we seek to include knowledge and values from many cultures in the curriculum and extra-curricular life of the campus community. Our commitment to work toward an environment that values diversity requires that we create, promote, and maintain activities and programs that further our understanding of individual and group diversity. We will also develop and communicate policies and promote values that discourage intolerance and discrimination.

The concept and dimensions of diversity are to be advanced and incorporated into every aspect of university activity, including student life, the curriculum, teaching, programs, staffing, personnel training practices, research, community services, events, and all other areas of university endeavor.

Dimensions of diversity shall include but are not limited to, the following: race, ethnicity, religious belief, sexual orientation, sex, gender identity, gender expression, ability, socioeconomic status, cultural orientation, national origin, and age.

The implementation of the Commitment to Diversity will rest with the university as a whole. The president, in addition to a personal commitment and involvement, may use the University Diversity Committee, campus administrators, faculty, staff, and students as well as other members of the campus community to implement effectively the philosophy and intent of this statement.

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 the 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:

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)

Advertised: Pacific Standard Time
Applications close:

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