Student Finance Specialist

Apply now Job no: 540352
Work type: Staff
Location: Channel Islands
Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Administrative, Probationary, Full Time, Telecommute eligible (work onsite as scheduled and/or as requested and telecommute as scheduled)

Division of Academic Affairs/Extended University

Accounting Technician II


  • Performs a variety of complex administrative and technical duties in support of student financials while strictly adhering to FERPA guidelines and all University policies and procedures.
  • Provide students information regarding their financial accounts and receivables.
  • Submits and coordinates configuration of all new item types.
  • Works with campus financial services to ensure that all student fees and payment plans are set correctly.
  • Posts necessaries fees to student accounts
  • Creates invoices, receipts, and tuition verification letters.
  • Submits department deposits as needed.
  • Coordinates Third Party billing process and sponsorships.
  • Ensures proper posting of receivables from third party vendors and students.
  • Coordinates departmental scholarship, from selection to awarding students in collaboration with campus partners.
  • Coordinates reminders for students regarding payment deadlines, payment plans, disenrollment dates and any financial needs.
  • Reviews and approves tuition extensions requested and alternative payment arrangements by students, tracking payment receivables.
  • Places enrollment protections and holds as needed.
  • Responsible for ensuring the education of students and others regarding to student accounts and fees.
  • Collaborates on maintaining accuracy related to Student Finance dates on the master calendar.
  • Maintains Student Finance website.
  • Reconciles and analyzes revenue to ensure accuracy of program revenue.
  • Create and submit Journal entries transfer.
  • Review and reconcile budget for revenue accounts.
  • Prepares and updates financial reports.
  • Coordinates purchases for department.

Project Management of Special Programs and Sponsorships

  • Identify, develop, and document new memorandum of understanding agreements with Extend University partners in conjunction with the Director of Finance and Administration.
  • Coordinate special programs and sponsored programs, including maintaining communication with sponsors, keeping up-to-date records, coordinating across staff and departments, and assessing the success of programs.
  • Other projects as assigned.

REQUIREMENTS OF POSITION:  A minimum of 3 years in a progressively responsible administrative support capacity. Bachelor's Degree in a related field required. Excellent communication and organizational skills. Ability to work with minimal supervision. Ability to interpret and implement policies and procedures in resolving problems. Must be able to maintain confidentiality per FERPA guidelines. Must be able to interact with all levels of staff, administration, and students effectively and professionally. Ability to multi-task and respond to a high volume of telephone, emails and messages inquiries daily. Excellent computer skills involving various software including, but not limited to Microsoft suit, Airtable, and related programs. Experience using a student database system such as PeopleSoft highly desirable.

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 Revised July 21, 2017 as a condition of employment.

Hiring Range:  $3,688 - $5,550 per month

Advertised: Pacific Daylight Time
Applications close:

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California State University Channel Islands 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.

Should you require a reasonable accommodation in the application and/or interview process, please contact Human Resources Programs (805) 437-8490.

Contact Us

For assistance regarding the employment application or website, please contact:

Faculty Employment: Academic Personnel at (805) 437-8455 (8-5 M-F PST) or email.
Staff Employment: Human Resources (805) 437-8490 (8-5 M-F PST) or visit the HR Service Desk

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