Accounting Technician II

EXPIRED

Job No: 529310; 06/30/2023Accounting Technician IIAccounting Technician IIOne-Stop Financial Services

Salary Range: $3,512 - $5,830/Monthly

Work Schedule: Full-Time, Monday - Friday, 8:00 a.m. to 5:00 p.m.; non-exempt classification.

Essential Functions: Under the general direction of the Operations Supervisor, the incumbent will be performing the audits of financial aid refunds and tuition and fees refunds each semester for accuracy using the PeopleSoft Student Administration system; ensuring financial aid and tuition and fees refunds follow the guidelines pertaining to Title IV and Title V regulations; and providing customer service to the campus community. Responsibilities may include, but not limited to: reviewing audit reports, auditing student account transactions, posting corrections, returning funds to the appropriate programs and the mailing of checks; adhere to all policies and regulations for the financial aid grants, direct loans, scholarships, grants-in-aid, and tuition and fees refunds which includes compliance with federal guidelines regarding financial aid disbursements and refund repayment policy; process system checks using PeopleSoft Financials, Student Accounts and Cashnet; enter voucher payment information by navigating through the various panels of the accounts payable modules or Cashnet; process Cal Kids scholarship checks; maintain log of incoming Cal Kids scholarships, deposit checks to appropriate account and forward check information to the Scholarship Office for coordination/ authorization for each recipient; email Scholarship Coordinator to research and resolve discrepancies; return Cal Kids scholarship checks to donor at request of the Scholarship Coordinator; process incoming tuition and fee refund petitions, inclusive of reviewing the refund petition to ensure the student submitted the appropriate supporting documentation with the refund petition and verifying payment method; request any missing documentation from the student and/or Enrollment Services Office; audit student account to ensure student is entitled to a refund; verify dropped courses within the course drop deadlines dates; ensure student account has corresponding tuition fee proration charges, if applicable; post any necessary adjustments to the student account and notify the Financial Aid office to review student account for return to title IV calculation; request a tuition and fees refund or notify the student (he or she) is not entitled to a refund; audit various financial aid/registration credit reports, enrollment drop reports, and Student Accounts and issue refunds, inclusive of auditing student accounts for weekly financial aid/registration credit reports, weekly tuition fee credit report and during the automatic tuition and fees refund batch process to ensure students dropped courses by deadline dates, are assessed the appropriate tuition fee proration charges, post any adjustments and request refunds; provide customer service to students, staff/faculty, and the campus community; answering phone calls, replying to Disbursement office emails and working the disbursement window; the incumbent may act as a liaison between user departments, student organizations within the University, and interface with the Financial Aid and Scholarships Office, Athletic Department, Cashiers and Controller’s Office; process Athletic Grant-in-Aid checks; prepare handling forms for Athletic Grant in Aid checks and verify enrollment; notify Athletic Business Manager/students that checks are available for pick up; ensure checks are picked up or funds are returned to the Athletic Department timely; the Athletic Grant in Aid check return process is coordinated with the Athletic Business Manager and Controllers Office; process various miscellaneous refunds on PeopleSoft Student Accounts; short term loan check requests, Enrollment confirmation deposit refunds, Extended Education, Professional & Global Education refunds, Change of Residency status and Approved Reversal of Tuition and Fees refunds; process various miscellaneous departmental refunds on PeopleSoft Financials inclusive of Art fees, certificate fee/diploma and credential fees; maintain the returned check and missing address file; research current address, contact student and/or forward check; and perform other duties as assigned.

Job No: 529310; 06/30/2023Accounting Technician IIAccounting Technician IIOne-Stop Financial Services

Salary Range: $3,512 - $5,830/Monthly

Work Schedule: Full-Time, Monday - Friday, 8:00 a.m. to 5:00 p.m.; non-exempt classification.

Essential Functions: Under the general direction of the Operations Supervisor, the incumbent will be performing the audits of financial aid refunds and tuition and fees refunds each semester for accuracy using the PeopleSoft Student Administration system; ensuring financial aid and tuition and fees refunds follow the guidelines pertaining to Title IV and Title V regulations; and providing customer service to the campus community. Responsibilities may include, but not limited to: reviewing audit reports, auditing student account transactions, posting corrections, returning funds to the appropriate programs and the mailing of checks; adhere to all policies and regulations for the financial aid grants, direct loans, scholarships, grants-in-aid, and tuition and fees refunds which includes compliance with federal guidelines regarding financial aid disbursements and refund repayment policy; process system checks using PeopleSoft Financials, Student Accounts and Cashnet; enter voucher payment information by navigating through the various panels of the accounts payable modules or Cashnet; process Cal Kids scholarship checks; maintain log of incoming Cal Kids scholarships, deposit checks to appropriate account and forward check information to the Scholarship Office for coordination/ authorization for each recipient; email Scholarship Coordinator to research and resolve discrepancies; return Cal Kids scholarship checks to donor at request of the Scholarship Coordinator; process incoming tuition and fee refund petitions, inclusive of reviewing the refund petition to ensure the student submitted the appropriate supporting documentation with the refund petition and verifying payment method; request any missing documentation from the student and/or Enrollment Services Office; audit student account to ensure student is entitled to a refund; verify dropped courses within the course drop deadlines dates; ensure student account has corresponding tuition fee proration charges, if applicable; post any necessary adjustments to the student account and notify the Financial Aid office to review student account for return to title IV calculation; request a tuition and fees refund or notify the student (he or she) is not entitled to a refund; audit various financial aid/registration credit reports, enrollment drop reports, and Student Accounts and issue refunds, inclusive of auditing student accounts for weekly financial aid/registration credit reports, weekly tuition fee credit report and during the automatic tuition and fees refund batch process to ensure students dropped courses by deadline dates, are assessed the appropriate tuition fee proration charges, post any adjustments and request refunds; provide customer service to students, staff/faculty, and the campus community; answering phone calls, replying to Disbursement office emails and working the disbursement window; the incumbent may act as a liaison between user departments, student organizations within the University, and interface with the Financial Aid and Scholarships Office, Athletic Department, Cashiers and Controller’s Office; process Athletic Grant-in-Aid checks; prepare handling forms for Athletic Grant in Aid checks and verify enrollment; notify Athletic Business Manager/students that checks are available for pick up; ensure checks are picked up or funds are returned to the Athletic Department timely; the Athletic Grant in Aid check return process is coordinated with the Athletic Business Manager and Controllers Office; process various miscellaneous refunds on PeopleSoft Student Accounts; short term loan check requests, Enrollment confirmation deposit refunds, Extended Education, Professional & Global Education refunds, Change of Residency status and Approved Reversal of Tuition and Fees refunds; process various miscellaneous departmental refunds on PeopleSoft Financials inclusive of Art fees, certificate fee/diploma and credential fees; maintain the returned check and missing address file; research current address, contact student and/or forward check; and perform other duties as assigned.

Required Qualifications & Experience: Equivalent to three years of progressively responsible financial record-keeping methods, procedures, and practice experience or an equivalent combination of education and experience that provides the required knowledge and abilities.  Knowledge of the rules, regulations, and federal guidelines for the disbursement of financial aid.  Must have the ability to apply accounting procedures and practices; analyze and interpret accounting data; prepare clear, accurate financial reports; understand and apply applicable rules, regulations, policies, and procedures; and make sound recommendations regarding assigned responsibilities.  The incumbent must exercise a high level of tact and judgment in addressing members of the campus community and must be knowledgeable with regard to State and Federal regulations. Must possess excellent interpersonal communication skills. The incumbent must have a demonstrated interest and/or ability in working in a multicultural/multiethnic environment. 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 may apply for the position.   California State University, Los Angeles, as part of the CSU system, is a State of California Employer. As such, the University requires all employees upon date of hire to reside in the State of California. 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.

Desired Qualifications: Experience working with PeopleSoft Student Administration system; experience in Microsoft Office with an emphasis on Excel and Word; and knowledge of University policies and procedures is preferred.

Closing Date: Review of applications will begin on 7/14/2023 and will continue until the position is filled; however, the position may close when an adequate number of qualified applications are received. A COMPLETED ON-LINE CAL STATE LA EMPLOYMENT APPLICATION IS REQUIRED. RESUMES WILL NOT BE ACCEPTED IN LIEU OF A COMPLETED APPLICATION.

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 revised July 21, 2017, as a condition of employment.In addition to meeting fully its obligations under federal and state law, California State University, Los Angeles is committed to creating a community in which a diverse population can live and work in an atmosphere of tolerance, civility and respect for the rights and sensibilities of each individual. To that end, all qualified individuals will receive equal consideration without regard to economic status, race, ethnicity, color, religion, disability, national origin or cultural background, political views, sex or sexual orientation, gender, or other personal characteristics or beliefs.Candidates must demonstrate ability and/or interest in working in a multicultural/multiethnic environment. Certain positions require fingerprinting. The University actively encourages qualified minorities, women and persons with a disability to apply.  Upon request, reasonable accommodation will be provided to individuals with protected disabilities to (a) complete the employment process and (b) perform essential job functions when this does not cause an undue hardship. We are an Equal Opportunity/Title IX Employer.To obtain employment information for the impaired call:TDD Line (323) 343-367024-hour Dial-A-Job Line (323) 343-3678