Accounting Technician (Accounting Technician II), Student Financial Services

California State University, San Bernardino

Job no: 557501
Work type: Staff
Location: Southern California|San Bernardino - San Bernardino Campus
Categories: Bargaining Unit|Unit 7 - CSUEU - Clerical and Administrative Support Services,Job Search Category/Discipline|Administrative,Appointment Type|Probationary,Time Basis|Full Time,Workplace Type (Exclude Inst Fac)|On-site (work in-person at business location)

Provides frontline student account support and cashiering services by delivering excellent customer service and assisting students, faculty, and staff with routine inquiries and payments in person and through approved virtual platforms, while maintaining strict confidentiality in accordance with University policies and FERPA. Independently processes, records, and accurately posts cashiering transactions to student accounts and the general ledger, ensuring compliance with CSU policies, internal controls, and established accounting practices. Compiles and generates routine financial reports, maintains tracking tools and audit-ready records, and resolves discrepancies to support accurate financial operations. Communicates and helps disseminate established university policies and procedures, supports orientations and related events, and performs other duties as assigned to support departmental operations.

Job Summary:

Provides frontline student account support and cashiering services by delivering excellent customer service and assisting students, faculty, and staff with routine inquiries and payments in person and through approved virtual platforms, while maintaining strict confidentiality in accordance with University policies and FERPA. Independently processes, records, and accurately posts cashiering transactions to student accounts and the general ledger, ensuring compliance with CSU policies, internal controls, and established accounting practices. Compiles and generates routine financial reports, maintains tracking tools and audit-ready records, and resolves discrepancies to support accurate financial operations. Communicates and helps disseminate established university policies and procedures, supports orientations and related events, and performs other duties as assigned to support departmental operations.

Responsibilities:

• Provides student account support by assisting with payments in person and through approved virtual platforms.
• Responds to routine inquiries via telephone, Zoom, email, and in-person interactions in a timely and professional manner.
• Explains routine account issues and provides forms, instructions, and accurate information regarding student account processes.
• Maintains confidentiality of student records in accordance with University policies and FERPA requirements.
• Addresses routine questions and refers to more complex issues as appropriate.
• Processes and records financial transactions in accordance with CSU policies, procedures, and established accounting practices.
• Processes deposits and vendor payments; prepares and verifies daily deposits for accuracy and compliance.
• Maintains and reconciles check logs and processes credit card refunds within required timeframes.
• Reviews financial documents for accuracy, completeness, and proper authorization; assigns transaction codes and posts data to journals, registers, and ledgers.
• Prepares correcting entries and reconciles assigned accounts to ensure accuracy of financial records.
• Provides backup support during absences or peak workload periods.
• Participates in orientations and campus events related to student account services.
• Compiles, verifies, and summarizes financial data to support routine reporting and operational needs.
• Reviews system-generated reports for accuracy and makes corrections as needed.
• Creates and maintains spreadsheets and tracking tools for financial activity and reconciliations.
• Maintains organized financial records to support audit readiness and compliance requirements.
• Communicates established University policies and procedures related to student accounts and financial transactions.
• Provides clarification within defined guidelines and composes routine correspondence related to financial matters.
• Assists with updating procedural documentation based on established practices.
• Participates in testing financial system updates by validating transaction processing and report accuracy.
• Performs special assignments and other related duties to support departmental operations in alignment with the Accounting Technician II classification.

Minimum Qualifications:

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



Required Qualifications:

In addition to the Accounting Technician I abilities, must be able to apply accounting procedures and practices to the analysis of basic accounting problems.

Analyze and interpret accounting data.

Apply problem solving techniques in finding solutions to basic accounting problems.

Understand and apply applicable rules, regulations, policies, and procedures.

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.

Work independently.

Make sound decisions and recommendations regarding accounting activities.

Preferred Qualifications:

High School Diploma, GED, or equivalent, with at least two years of experience in customer service, cashiering, accounting support, or a related administrative role.

Understanding of general accounting concepts, including basic accounting and cashiering principles.

Strong customer service and communication skills, with the ability to clearly explain routine account and payment information to students.

Demonstrated attention to detail and accuracy in handling financial transactions, with the ability to maintain confidentiality and comply with FERPA and institutional policies.

Proficiency with office software, databases, and financial systems, including Microsoft Office (Word, Excel, Outlook), ERP systems (general ledger module), PeopleSoft, and Cashnet/Transact Payments.

Ability to prioritize tasks, work independently under general supervision, and collaborate effectively in a team environment.

Previous experience in a higher education or student accounts environment.

Compensation and Benefits:

The salary offered will take into account internal equity and experience among other factors.

Initial salary step placement will be Step 1 - $4,037 per month for qualified candidates.

CSU Classification Salary Step Range: $4,037 - $5,881 per month (Step 1 - Step 20)

The CSU system provides a comprehensive benefit package that includes medical, dental and vision plans, membership in the California Public Employees Retirement System (CalPERS), sick and vacation time, and 15 paid holidays a year. Eligible employees are also able to participate in the fee waiver education program. A summary of benefit information can be found here.

Position Information:

Work status: Full-time / Non-Exempt / Probationary

Academic year schedule: Monday through Friday (8:00 am - 5:00 pm), some evenings/weekends.

Summer schedule: Monday through Thursday (7:00 am - 5:30 pm), some evenings/weekends.

Staff: The application deadline is: May 6^th 2026 11:55PM

California State University, San Bernardino, 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 https://calstate.policystat.com/policy/10899725/latest/. Click or tap if you trust this link.' href='https://apptrkr.com/get_redirect.php?id=7102971&targetURL=https://nam10.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcalstate.policystat.com%2Fpolicy%2F10899725%2Flatest%2F&data=05%7C02%7CJoseph.Ornelas%40csusb.edu%7C20d6e15faa464cfdbf9308de6380b2de%7Cd73b9eaa07c947c4a6cef13bee0e8117%7C0%7C0%7C639057601570238608%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=IvxBluRyw312NQksnVNl1%2BWBcuDAy5fU%2Fu1b4OIn1eE%3D&reserved=0'>CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California.

California State University, San Bernardino is not a sponsoring agency for staff or management positions (i.e. H1-B Visas).

CSUSB is not an E-Verify employer and cannot support visa holders with certain requirements (e.g., H1B, F1, STEM OPT).

Education Code 89521 Requirements: Applicants will be required to disclose whether they have received a final administrative decision or final judicial decision determining that they have committed sexual harassment within the last 7 years only after a determination is made that they meet the minimum qualifications for the position, and before an offer of employment is extended. Applicants who reach the final stages of the application process must also sign a release form that authorizes the release of information by the applicant's current and/or former employers to the CSU concerning any substantiated allegations of misconduct.

Conditions of Employment

Background Check

Satisfactory completion of a background check (including a criminal records check) is required for employment. CSU will make a conditional offer of employment, 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 conditionally offered the position.

Drivers License Check

Possession of a valid Driver's License is required. Employees in this position will be enrolled in the Department of Motor Vehicles (DMV) Government Employer Pull Notice Program which confirms possession of a valid driver's license and reflects driving record.

Mandated Reporter

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.

I-9

CSUSB 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. See Form I-9 Acceptable Documents at https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents.

Statement of Commitment to Diversity

In our commitment to the furthering of knowledge and fulfilling our educational mission, California State University, San Bernardino seeks a campus climate that welcomes, celebrates, and promotes respect for the entire variety of human experience. We welcome people from all backgrounds, and we seek to include knowledge and values from many cultures in the curriculum and extra-curricular life of the campus community. We will create, promote, and maintain activities and programs that further our understanding of individual and group diversity. We will also develop and communicate policies and promote values that discourage intolerance and discrimination.

California State University, San Bernardino is proud to be an Affirmative Action/Equal Opportunity Employer. We recruit, hire, train, and administer all personnel actions without regard to race, ethnicity, religion, color, caste, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, socioeconomic status, genetic information, medical condition, disability, marital status, protected military or veteran status, or any other status protected by applicable law. This position adheres to CSU policies against Sex Discrimination, Sexual Harassment, and Sexual Violence, including Domestic Violence, Dating Violence, and Stalking. This requires completion of Sexual Violence Prevention Training within 6 months of assuming employment and on a two-year basis thereafter. (Executive Order 1096) For more information about Diversity & Inclusion at CSUSB, please visit https://www.csusb.edu/human-resources/diversity-inclusion

Closing Statement:

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 CSUSB Benefits at benefits@csusb.edu.



Smoking

CSUSB is a smoke and tobacco-free campus. See policy at https://calstate.policystat.com/policy/6591951/latest/.

Clery Act

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), the Cal State San Bernardino Annual Security and Fire Safety Report is available at: https://www.csusb.edu/clery-act



Applications close: Thu, 07 May 2026 06:55:00 GMT

To apply, please visit: https://careers.pageuppeople.com/873/sb/en-us/job/557501









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About California State University, San Bernardino

California State University, San Bernardino offers a challenging and innovative academic environment. The university seeks to provide a supportive and welcoming social and physical setting where students, faculty and staff feel they belong and can excel. The university provides students the opportunity to engage in the life of the campus, interact with others of diverse backgrounds and cultures, as well as participate in activities that encourage growth, curiosity and scholarly fulfillment. Through its branch campus in Palm Desert, the university mission extends to the Coachella Valley.

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