Job Summary:
Under general supervision, the Accounting Technician III provides advanced technical and customer service support in Student Financial Services. This position performs a wide range of financial transactions and analyses with a high level of independence, judgment, and accuracy. The incumbent ensures the integrity of student account records, reconciliation of accounts, compliance with financial policies, and the timely resolution of complex accounting issues. This role also provides support and backup for a variety of departmental functions.
Responsibilities:
- Student Account Support & Customer Service: Serve as the primary point of contact for complex student account issues. Communicate policies clearly and accurately, resolve discrepancies, and respond to inquiries via phone, email, Zoom, and in person.
- Technical Accounting Functions: Perform reconciliations. Research, resolve, and reconcile cash receipt issues between Campus Solutions, Transact, and the general ledger. Create and maintain complex spreadsheet tables. Identify and resolve computer application errors. Create, troubleshoot, and analyze advanced queries and reports (including but not limited to Campus Solutions, Common Financial System, Transact, and Data Warehouse). Prepare journal entries relating to student accounts and cash transactions. Analyze financial records and correct discrepancies.
- Cashiering and Payment Processing: Perform cashiering functions, including processing payments, posting to student accounts, and reconciling daily deposits. Prepare and process refunds and disbursements.
- Transact Payment Portal Administration: Maintenance of online payments, setting up eMarket accounts, providing training, and end-user support. Participate in the testing of financial software for upgrades and implementations.
- Special Projects and Support Duties: Perform system testing, assist with procedural updates, and act as a backup for daily processing functions or during staff absences.
- Other Classification - Related duties as assigned.
Minimum Qualifications: Required Education and Experience
Equivalent to four years of progressively responsible financial record-keeping experience which has provided the above knowledge and abilities.
Any equivalent combination of education and experience which provides the required knowledge and abilities is acceptable.
Required Qualifications
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.
Preferred Qualifications
- Bachelor’s degree in Business Administration, Accounting, or a related field.
- Experience working in higher education, student services, or public sector finance.
- Familiarity with student financial aid, cashiering operations, and FERPA compliance.
- Experience with data extraction and reporting tools, including query design and spreadsheet automation.
- Excellent organizational, analytical, decision-making, and administrative skills.
- Excellent verbal and written communication skills.
- Ability to independently analyze and resolve complex accounting issues.
- Proficiency in systems such as PeopleSoft, Transact (CashNet), and Microsoft Excel.
- Ability to interpret and apply a wide variety of written rules, regulations, and procedures.
- Ability to maintain and reconcile accounting records involving multiple transactions.
Compensation and Benefits:
Anticipated Salary Step Placement: $4, 570 - $4, 947 per month (Step 1 - Step 5)
Classification Salary Range: $4 , 570 - $6, 658 per month (Step 1 - Step 20)
The salary offered will take into account internal equity and experience among other factors.
The CSU system provides a comprehensive benefit package that includes medical, dental and vision plans, membership in the California Public Employees Retirement System (CalPERS), sick and vacation time, and 15 paid holidays a year. Eligible employees are also able to participate in the fee waiver education program. A summary of benefit information can be found here.
Position Information:
Work status: Full-time/Non-Exempt/Probationary
Academic year schedule: Monday through Friday (8:00 am – 5:00 pm), some evenings/weekends.
Summer schedule: Monday through Thursday (7:00 am - 5:30 pm), some evenings/weekends.
Staff: The application deadline is: November 20, 2025
As of January 1, 2022, the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California.
California State University, San Bernardino is not a sponsoring agency for staff or management positions (i.e. H1-B Visas).
CSUSB is not an E-Verify employer and cannot support visa holders with certain requirements (e.g., H1B, F1, STEM OPT).
Conditions of Employment
Background Check
Satisfactory completion of a background check (including a criminal records check) is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.
I-9
CSUSB hires only individuals lawfully authorized to work in the United States. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. See Form I-9 Acceptable Documents at https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents.
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. 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. We will 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.
California State University, San Bernardino is proud to be an Affirmative Action/Equal Opportunity Employer. We recruit, hire, train, and administer all personnel actions without regard to race, ethnicity, religion, color, caste, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, socioeconomic status, genetic information, medical condition, disability, marital status, protected military or veteran status, or any other status protected by applicable law. 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) For more information about Diversity & Inclusion at CSUSB, please visit https://www.csusb.edu/human-resources/diversity-inclusion
Closing Statement:
Reasonable Accommodation
We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact CSUSB Benefits at benefits@csusb.edu.
Smoking
CSUSB is a smoke and tobacco-free campus. See policy at https://calstate.policystat.com/policy/6591951/latest/.
Clery Act
In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), the Cal State San Bernardino Annual Security and Fire Safety Report is available at: https://www.csusb.edu/clery-act