Financial Operations Coordinator

Job Summary

Reporting to the Senior Director of University Housing performs duties under the general supervision and takes work lead direction from the Assistant Director for Residential Accounts and Financial Services. This incumbent works independently to achieve specified outcomes, the Financial Operations Coordinator is responsible for assisting with coordination and supports business operations processes including billing and auditing, meal plan administration and license cancellations. In addition, Financial Operations Coordinator assists and supports coordination of cashiering, provides front facing response and follow up to residents inquiries.

Key Responsibilities

• Utilizing campus IPP due dates, assists with coordination of billing upload and due dates with Financial Operations staff.
• Performs scheduled fee assessments in StarRez to create regular batch uploads to campus PeopleSoft system.
• Processes billing charges and changes for telephone, parking, meal plans, room, and activities.
• Regularly audits various reports generated from housing management software (StarRez) to ensure accuracy and billing integrity, making necessary corrections prior to fee assessment.
• Analyzes data entered then generates and uploads charge adjustments due to occupancy, meal plan changes or miscellaneous fee assessment.
• Researches accounts with discrepancies and initiates corrections as needed or refers to the proper staff to make corrections.
• Explains policy and answers questions regarding the UHS license, application and cancellation processes, payment deadlines, meal plan inquiries, and housing charges posted to the student account in PeopleSoft.
• Counsels residents regarding cancellation of their License Agreement.
• Processes parking requests via DocuSign and updates student parking car information using StarRez database.
• Assists with coordination of semester meal plan upload from UHS to Spartan Shops, ensures accurate billing to resident accounts, analyses, and researches subsequent sales and cancellations, ensures compliance with UHS and Spartan Shops internal policies.
• Responds to resident’s inquiries regarding account balance, late fees or holds, reduced initial payment process, and any other housing related questions.
• Researches and reconciles accounts, initiates corrections to accounts using StarRez, PeopleSoft and CASHNet.
• Meets with prospective and current residents to discuss delinquency issues providing support to Resident Billing Coordinator and Licensing and Financial Specialist

Knowledge, Skills & Abilities

• Knowledge of word processing, spreadsheet, PeopleSoft, and database software.
• Ability to review financial documents for accuracy, completeness, validity and adherence to standards.
• Demonstrated ability to understand, interpret and apply policies and regulations in specific situations.
• Ability to compute and post figures efficiently and accurately.
• Ability to review financial documents for accuracy, completeness, validity and adherence to standards.
• Ability to compute and post figures efficiently and accurately. Demonstrated ability to perform complex tasks involving independent judgment, accuracy and speed.
• Must be able to work while under the heavy pressure of constant deadlines.
• Must have excellent written and verbal communications skills.
• Ability to research problems independently.
• Thorough knowledge of UHS business practices including (but not limited to) applications, assignments, cashiering, billing and facilities. Knowledge of SQL. Knowledge of StarRez and PeopleSoft databases.
• Ability to analyze complex data, interpret financial records and determine most efficient method of implementation.
• Ability to resolve complex issues, make independent decisions, exercise sound judgment, and follow through to completion.
• Requires attention to detail and accurate data entry. Proficient use of basic methods and procedures to research various topics.
• Ability to analyze, audit, and process all types of payment requests.
• Ability to act as a primary information source for staff members in functional unit.

Required Qualifications

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

Preferred Qualifications

• Bachelor’s Degree in Business Administration, Finance, Accounting or a related field
• Experience working with billing process.
• Experience conducting an auditing process.
• Experience working in a residential or property management environment.
• Experience working in an educational environment

Compensation

Classification: Accounting Technician II
Anticipated Hiring Range: $4,055/month - $4,288/month
CSU Salary Range: $3,688/month - $6,122/month

San José State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary. For more information on programs available, please see the Employee Benefits Summary .

Application Procedure

Click Apply Now to complete the SJSU Online Employment Application and attach the following documents:

• Resume
• Letter of Interest

All applicants must apply within the specified application period: May 1, 2024 through May 15, 2024. This position is open until filled; however, applications received after screening has begun will be considered at the discretion of the university.

Contact Information

University Personnel
jobs@sjsu.edu
408-924-2252

CSU Vaccination Policy

The CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measures established by each campus. The system wide policy can be found at https://calstate.policystat.com/policy/9779821/latest/ and questions may be sent to jobs@sjsu.edu .

Additional Information

Satisfactory completion of a background check (including a criminal records check) is required for employment. SJSU will issue a contingent offer of employment to the selected candidate, 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 offered the position on a contingent basis.

The standard background check includes: criminal check, employment and education verification. Depending on the position, a motor vehicle and/or credit check may be required. All background checks are conducted through the university's third party vendor, Accurate Background. Some positions may also require fingerprinting. SJSU will pay all costs associated with this procedure. Evidence of required degree(s) or certification(s) will be required at time of hire.

SJSU IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (e.g. H1-B VISAS)

All San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Incumbent is also required to promptly report any knowledge of a possible Title IX related incident to the Title IX Office or report any discrimination, harassment, and/or retaliation to the Office of Equal Opportunity.

Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Housing Fire Safety Notification:

Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at https://www.sjsu.edu/clery/docs/SJSU-Annual-Security-Report.pdf. The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and Sexual Assault prevention information, and information about drug and alcohol prevention programming. The ASR also contains statistics of Clery crimes for San José State University locations for the three most recent calendar years. A paper copy of the ASR is available upon request by contacting the Office of the Clery Director by phone at 408-924-1501 or by email at clerycompliance@sjsu.edu .

Pursuant to the Higher Education Opportunity Act, the Annual Fire Safety Report (AFSR) is also available for viewing at https://www.sjsu.edu/clery/docs/SJSU-Annual-Fire-Safety-Report.pdf . The purpose of this report is to disclose statistics for fires that occurred within SJSU on-campus housing facilities for the three most recent calendar years, and to distribute fire safety policies and procedures intended to promote safety on Campus. A paper copy of the AFSR is available upon request by contacting the Housing Office by phone at 408-795-5600 or by email at uhs-frontdesk@sjsu.edu .

Campus Security Authority - In accordance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act (Clery Act) and CSU systemwide policy, this position is subject to ongoing review for designation as a Campus Security Authority. Individuals that are designated as Campus Security Authorities are required to immediately report Clery incidents to the institution and complete Clery Act training as determined by the university Clery Director.

Equal Employment Statement

San José State University (SJSU) is an Equal Opportunity/Affirmative Action employer committed to nondiscrimination on the basis of age, ancestry, citizenship status, color, creed, disability, ethnicity, gender, genetic information, marital status, medical condition, national origin, race, religion or lack thereof, sex, sexual orientation, transgender, or protected veteran status consistent with applicable federal and state laws. This policy applies to all SJSU students, faculty and staff programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus).

Advertised: May 01 2024 Pacific Daylight Time
Applications close:

Closing Date/Time:

• 

• Cal State University (CSU) San Jose

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