Type of Appointment: Full-Time, Long-Term Temporary (1 Year)

Collective Bargaining Unit: California University Employees Union (CSUEU) - Unit 7

Job Classification: Accounting Technician I

Anticipated Hiring Range: $3,680 - $3,688 per month

Work Hours: Monday - Friday 8:00 am - 5:00 pm

THE DEPARTMENT

Student Accounting and Cashiering Services (SACS) is responsible for the administration and oversight of student accounts. This includes the accurate posting of payments and charges for tuition and fees, housing, parking, etc. through the PeopleSoft Financials Module as well as payment posting via the Cashnet System. This includes ensuring that accurate tuition, registration, housing, parking and other fees are accurately calculated.

SACS is responsible for ensuring payments are processed accurately and timely, holds placed on past due balances and collection efforts are performed including the write-off of bad debt. Other responsibilities include student accounting such as reconciliation of financial aid, uncleared collections, mentor application and short-term loans. Other duties include disbursement of student assistant payroll, staff master payroll, as well as student refunds, student accounts audits, etc.

SACS works closely with the Financial Aid Office as well as the Registrar’s Office to ensure that the disbursement of financial aid and enrollment are properly coordinated. In addition, SACS works closely with many of the areas on campus to ensure that monies are being properly collected and accounted for such as the Office of Continuing Education, Housing and various other satellite offices who collect cash. SACS ensures that its activities comply with Federal and State regulatory requirements including privacy, adherence to payment card industry standards and ensures all accounting functions are up to par with the generally accepted accounting principles and applicable government accounting standards.

DUTIES AND RESPONSIBILITIES 

Process the Following:

• PeopleSoft (PS), Transact, and T-2 Flex payments.
• Department deposits from State of California, Scholarships, Procurement, Payroll Advances, Capital Planning, and the receipting of these payments.
• Miscellaneous deposits from Rideshare, Housing, Health Center, Fitness, ASI parking, etc.
• Input all payments from the Extended University and Third-Party billings.
• Provide support in parking services money collections and ensure proper keying of amounts in PeopleSoft and the Transact Cashiering System.
• Ensures payment amount is equal to the amount due and place appropriate service indicators within the PS Student Financials System.
• Reconcile the amounts collected during individual cashiering sessions to amounts recorded by Transact, PS and the T2 systems.
• Ensures students are eligible to register by viewing specific PS students' accounts, ensures the student does not have a hold, verifies residency in the system, as well as their status.
• Be able to calculate fees and tuition based on units enrolled.
• Knowledge of financial aid and/or third-party sponsorships and directs the student accordingly.
• Is responsible for calculating initial and subsequent payments due under the Installment Payment Plan.
• Must have an understanding of past due balances and be able to determine if a student will need a Collection agreement plan and be able to refer the student to the appropriate personnel.

Other:

• Is responsible for processing payments received via mail and places the restrictive endorsement stamp on the reverse side of the payment instrument.
• Is responsible for the end of day balancing of their cash drawer by running batches payments, adding machine tapes, and reconciles totals to PS, Transact and T-2 Flex cashiering totals.
• Provide back up and support to Accounting Technician III with student accounts activities.
• During late registration periods, assists students with payment plan, Financial Aid inquiries, student account inquiries, as well as posting appropriate adjustments to the student's account as required.
• Assists with phone and general clerical duties.
• Assist with Master and Student paycheck distribution.
• Participate in event such as Open House, Orientation, Resource Fairs, etc.

Process Parking Related Activities:

• Process sale of parking decals to faculty and staff by properly keying payment in CASHNet and T2 systems.
• Properly recording parking collections in Cashnet for departmental deposits.
• Processes citation payments in T2.
• Provides support to Accounting Technician II with daily parking collections.

QUALIFICATIONS

• Any combination of education and experience which provides the required knowledge and abilities.
• Equivalent to one (1) year of clerical accounting or financial record keeping experience which has provided the below knowledge and abilities.
• General knowledge of financial recordkeeping, mathematical and general office methods, procedures, and practices.
• 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.
  • Read and write English at a level appropriate to the position.

PREFERRED EXPERIENCE

• Equivalent to two (2) years of general office, clerical or financial record-keeping experience which has provided the required knowledge and abilities.
• Successful completion of a CSU campus training program in financial record-keeping may be substituted for the required experience or any combination of education and experience which provides the required knowledge and abilities.
• Two (2) years or a combination of general clerical experience in cashiering and student services in a Higher Educational environment.
• Experience with computerized cashiering software, such as PeopleSoft and Transact.
• Experience with personal computer software, such as Excel, Word. Excellent written and oral communication skills.
• Customer service oriented.
• Able to follow instruction and must have a courteous and polite attitude in the performance of his/her duties.

Equity, Diversity, and Inclusion

At Cal Poly Pomona, we are committed to the urgent and ongoing work of creating and sustaining an inclusive campus where all students, faculty, and staff are welcomed, respected and can flourish to achieve their dreams of success.

We believe diversity strengthens community. Cal Poly Pomona proudly holds designations as both a Hispanic-Serving Institution (HSI) and an Asian American and Native American Pacific Islander-Serving Institution (AANAPISI). In 2022, the campus launched the Black Thriving Initiative recognizing that Cal Poly Pomona’s future as a university must be linked to the success of its Black community.

More information about our campus initiatives can be found on the Office of Inclusive Excellence’s website.

Out of State Work

The California State University (CSU) system is a network of twenty-three public universities providing access to a quality education through the support of California taxpayers. Part of CSU’s mission is to prepare educated, responsible individuals to contribute to California’s schools, economy, culture, and future. As an agency of the State of California, the CSU’s business operations almost exclusively reside within California.   The CSU Out-of-State Employment Policy prohibits hiring employees to perform CSU-related work outside California. For more information, go to https://calstate.policystat.com/policy/10899725/latest/.

Background Check

Cal Poly Pomona will make a conditional offer of employment to final job candidates, pending the satisfactory completion of a background check (including a criminal records check).

The conditional offer of employment may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. 

In determining the suitability of the candidate for the position, Cal Poly Pomona will give an individualized assessment to any information that the applicant submits for consideration regarding the criminal conviction history such as the nature, gravity and recency of the conviction, the candidate’s conduct, performance or rehabilitation efforts since the conviction and the nature of the job applied for.

For more information, go to https://calstate.policystat.com/policy/13813878/latest/.

CSU Classification Salary Range

This position is part of the CSUEU bargaining unit 7, the CSU Classification Standards for this position are located on the following site, https://www.calstate.edu/csu-system/careers/compensation/Pages/Classification-Standards.aspx. The CSU Salary Schedule is located on the following site: https://www.calstate.edu/csu-system/careers/compensation/Pages/salary-schedule-documents.aspx. The classification salary range for this position according to the respective skill level is minimum $3,680 and maximum $5,230 per month. Please refer to the anticipated hiring range for the appropriate salary rate for this particular position.

Employment Eligibility Verification

Cal Poly Pomona 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.  For more information, go to https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents.

Security & Fire Safety

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), Cal Poly Pomona’s Annual Security Report and Annual Fire Safety Report are available for viewing at: https://www.cpp.edu/pdfs/annual_security_report.pdf and https://www.cpp.edu/housing/documents/fire_safety_report.pdf.

Pay Transparency Nondiscrimination

As a federal contractor, Cal Poly Pomona will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.  For more information, see the Pay Transparency Nondiscrimination Provision poster.

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 the ADA Coordinator by email at ADACoordinator@cpp.edu. For more information, go to Employment Notices.

Equal Employment Opportunity

Cal Poly Pomona is an Equal Opportunity Employer, committed to promoting an inclusive and diverse workforce. The university subscribes to all state and federal regulations that prohibit discrimination based on race, color, religion, national origin, sex, gender identity/gender expression, sexual orientation, marital status, pregnancy, age, disability, genetic information, medical condition, and veteran or military status.  We engage the talents of all qualified workers, regardless of their background. More information is available at Equal Employment Opportunity statement.

Other Notices

For other important employment notices, we invite you to visit Cal Poly Pomona’s Employment Notices web page.