Accounting Technician
California Polytechnic State University - San Luis Obispo - San Luis Obispo, CA

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Position Title

Accounting Technician I

Job Posting Title

Accounting Technician I

Regular / Temporary


Working Title

Accounting Technician

Full / Part Time


If part-time, indicate time base

Appointment Duration / End Date:
Two year appointment, with possible extension


Fiscal Svcs-Student Accounts

College / Division

Administration and Finance

Salary Range

$2,674- $4,013 per month, plus any negotiated salary increase. (Anticipated Hiring Range: $2,674 - $2,941 per month)

Pay Basis


Pay Plan


Position Description

***THIS POSITION IS OPEN UNTIL FILLED*** The Fiscal Services Department is part of Cal Poly's Finance Group, within the Administration and Finance Division. Fiscal Services provides accounting services to the University's students, staff and faculty. These services include cashiering, student accounts, accounts receivable, payroll, accounts payable, trust accounting, general accounting, property, and financial reporting. Fiscal Services is responsible for ensuring that all accounting, reporting, and reconciliation functions are performed in accordance with applicable law and policy while at the same time providing the highest possible level of service to the campus community. As a section of the Fiscal Services Department, Student Financial Services is responsible for the charging, collection, receipt and reporting of all student fees in accordance with state, CSU and University policies. Student Financial Services includes the operations of the Student Accounts Office and the University Cashier's, and the operation of the associated administrative systems. In addition to responsibility for student fees, Student Financial Services is responsible for ensuring the proper receipting and safeguarding of payments and deposits made to the University, administration of payroll and student refund disbursements, and accounting for students' financial activities in accordance with federal, state, CSU and University policies. As part of the Fiscal Services department, Student Financial Services plays an integral role within the University's finance group, as well as in many of the accounting functions. Because of this relationship, Student Financial Services is responsible for providing critical University accounting information for use in other finance areas, and must also interact and perform duties with other finance areas in order to gather accounting information, perform reconciliations, and resolve problems. Student Accounts staff are required to have significant depth and breadth of knowledge not only within their areas of expertise, but also within the overall activities and operations of Student Financial Services. This cross-functional knowledge is required due to the intricate and inter-related nature of all Student Financial Services processes, and is necessary in order to provide accurate and proper administration of the payments and accounts, and to enable the staff to effectively communicate information about complex account activity to students, parents, and other staff. In order to achieve this level of knowledge and to support the business processes within Student Financial Services, all staff within similar classifications or roles are expected to be available to learn, understand, and perform tasks that may currently be, or have been performed by another staff member. This position is responsible for performing, either independently or in conjunction with other Student Accounts staff, a wide range of general and/or specialized administrative, technical, and analytical duties in direct support of Student Accounts and related to the broader operations of Student Financial Services. This position will generally be supervised by, and take direction from the Student Accounts Lead, but may also take direction from the Director, Student Financial Services.

Minimum Qualifications (Staff Only)

Equivalent to one year of clerical accounting or financial record-keeping experience. (Successful completion of a CSU campus training program in financial record-keeping or any combination of education and experience which provides the required knowledge and abilities may be substituted for the required experience)

Required Qualifications / Specialized Skills

Working knowledge of, or the ability to quickly learn and apply standard theories, principles, practices, and techniques applicable to the operations of the Student Accounts Office in order to perform analysis and carryout the essential functions of the position. General knowledge of financial record-keeping methods, procedures, and practices and the ability to apply that knowledge to the processing and recording of financial transactions and information. Familiarity with, or ability to quickly learn, governmental financial record-keeping methods. Ability to review financial documents for accuracy, completeness, validity, and adherence to standards. Ability to resolve problems via the application of departmental procedures. Ability to post transactions or other repetitive entries rapidly and accurately, and the ability to independently identify, trace and correct any errors that may occur. Demonstrated ability to deal effectively with situations that may be negative or stressful. Demonstrated ability to use tact and diplomacy to effectively handle a broad range of high level and sensitive interpersonal situations with diverse personalities, and to respond appropriately to conflicts and problems. Ability to initiate, establish, and foster communication and teamwork by maintaining a positive, cooperative, productive work atmosphere in and outside the University with the ability to establish and maintain effective working relationships within a diverse population and with those from various cultural backgrounds. Excellent communication skills; ability to effectively communicate information in a clear and understandable manner, both verbally and in writing. Thorough knowledge of English grammar, spelling and punctuation. Ability to interpret, communicate and apply policies and procedures. Demonstrated ability to maintain a high degree of confidentiality. Excellent organizational and time management skills with the ability to set own priorities to coordinate multiple assignments with fluctuating and time-sensitive deadlines. Excellent computer skills and proficiency with a variety of computer applications including word-processing, spreadsheets, databases, on-line systems, Internet as well as online calendaring and email. Working knowledge of or ability to quickly learn University infrastructure, policies and procedures.

Preferred Qualifications / Skills

General knowledge of the PeopleSoft Student Financials module. General knowledge of financial aid funding and programs. Experience in a university environment and knowledge of its organizational structure and the various offices and their respective responsibilities within the university. Working knowledge of Windows and Microsoft Office software (Word, Excel, PowerPoint). Demonstrated skills in an institutional/educational environment utilizing a customer-oriented and service-centered attitude. Demonstrated customer service experience requiring a very high level of diplomacy and professionalism.

Special Conditions (Staff)

***THIS POSITION IS OPEN UNTIL FILLED*** Retired CalPERS members selected for this vacancy must request and be approved for reinstatement from retirement prior to the start date. Employment of retired CalPERS members will typically be for 90 days or less and must be for work requiring specialized skills or for a bona fide emergency to prevent stoppage of business. Must be willing to travel and attend training programs off-site for occasional professional development. Must be able to work overtime, occasional holidays, and adjust working hours to meet special jobs. May be called back periodically to perform work as needed on an emergency basis. Must be able to successfully pass a pre-employment background/fingerprint check. Must be able to work in an area of constant traffic and noise from telephone conversations, computer equipment, and walk-in traffic. Must be able to handle repeated communication in person, by phone, email and/or written form with students, parents, staff, outside entities, and the general public. 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 as a condition of employment.

Pre-Employment Conditions (Staff)

Background / Fingerprint

Benefits Eligible More Information


Job Open Date


Job Close Date

Review Begin Date


How to Apply

To apply, visit WWW.CALPOLYJOBS.ORG to complete the required online staff application and apply to requisition #102763. Applicants will have the option of attaching a Cover Letter, Resume and three Letters of Recommendation via the online employment system. Applicants needing computer/internet access may contact Cal Poly Human Resources at: (805) 756-2236, for information on available resources. Cal Poly is strongly committed to achieving excellence through cultural diversity & actively encourages applications of all qualified individuals. EOE

Internal Recruitment Only


Projected Start Date (Faculty Only)

Additional Information Contact Name (Faculty)

Additional Information Contact Phone (Faculty)

Additional Information Contact Email (Faculty)

Department Information (Faculty)

California Polytechnic State University - San Luis Obispo - 17 months ago - save job - block
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