Job Details

California State University, Fresno
  • Position Number: 2014758
  • Location: Fresno, CA
  • Position Type: Business and Financial Management

Accounting Technician III

Anticipated Hiring Salary: $3,426 per month

Note: This is a full-time (equivalent to 40 hours per week), probationary, non-exempt position.

Organizational Description:
The University Controller/Accounting Services Office is dedicated to facilitating the primary mission of the University by seeking the most cost-effective methods of delivering services while continuing to implement improvement of services to students, faculty, staff and all other customers.

This position reports directly to the Assistant Controller and is a member of Accounting Services. Accounting Services is under the Division of Administrative Services which reports to the Vice President of Administration, Chief Financial Officer.

The Accounting Technician III is the advanced journey-level classification in the series. Positions in this classification require a comprehensive knowledge of financial record-keeping methods, procedures, and practices, and a basic knowledge of Generally Accepted Accounting Principles (GAAP).

The Accounting Technician III performs a wide variety of duties requiring considerable judgment, initiative, and independence. Incumbents in this classification devise new methods, modify and document established procedures based on precedent and university policies and develop new procedures as necessary; deal with subject matter requiring technical expertise; may provide technical and/or work direction to other employees; and resolve difficult and unusual problems.

The Accounting Technician III typically performs duties that include some or all of the following: assemble and compile data used in the generation of financial reports and/or analysis; maintain accounting records for funds, programs, or activities involving multiple transactions; prepare reconciliations; update and maintain accounting tables and online functionality; create and maintain more complex spreadsheets including entering, revising, sorting, calculating and creating tables; create, troubleshoot, modify, run, analyze and export advanced queries; identify, research and work with appropriate personnel to resolve computer application errors; participate in the testing of financial software for upgrades and implementations as related to the position including such activities as testing transaction/data entry and data output; communicate established university policies and procedures to faculty, staff and the general
public, including those that require extensive interpretation; prepare monthly adjusting and year-end closing journal entries; interpret and explain university, auxiliary and funding agency regulations to students, faculty, staff and outside parties; disburse funds after independently determining conformance to university regulations; and compose correspondence of a technical nature regarding financial matters.

Position Summary:
The individual selected will be responsible for providing technical support by assembling, analyzing and adjusting student, sponsor and/or collection accounts; creating and maintaining sponsor and tuition contracts; processing, validating and executing electronic sponsor and student billings; issuing sponsor and student refunds via automated and manual processes; performing various system uploads; maintaining accounting records for sponsor accounts (extended education, special programs, athletics, external agencies); compiling data used in the generation of financial reports and/or analysis; preparing and analyzing reconciliations (sponsor receivables, dishonored checks, cash receipts, bank deposits); reviewing documents for accuracy, completeness, validity and adherence to standards; analyzing student accounts, registrations and cancellations; processing reinstatement requests, tuition waivers and deferments; writing and updating departmental procedures related to the position; identifying, researching and working with appropriate personnel to resolve computer application errors; participate in the testing of cashiering and financial software for upgrades and implementations as related to the position; preparing monthly adjusting and year-end journal entries (general journal, cash disbursements, cash receipts,
write-offs); compiling and troubleshooting statistical data; preparing data to meet audit requirements; serving as a liaison between students, external agencies, departments, and Accounting Services; responding to BankMobile and 1098-T inquiries; providing backfill in preparing tuition calculation set-ups, daily cash reconciliations; serving on appeal committees, and performing receptionist and cashiering functions; performing research and other related duties as assigned.

Major Duties of the job include:
  • Meeting with students daily and answering in-person and/or phone inquiries pertaining to their account, billings, refunds, BankMobile, 1098-T, direct deposit, and /or directing them to the appropriate resource
  • Providing technical support by assembling, analyzing and adjusting student, sponsor and collection accounts
  • Performing system uploads and analysis
  • Creating and maintaining sponsor and tuition contracts
  • Processing, validating and executing electronic sponsor and student billings
  • Issuing sponsor and student refunds via automated and manual processes
  • Maintaining accounting records for student and sponsor accounts (such as: extended education, special programs, athletics, and external agencies)
  • Compiling data used in the generation of financial reports and/or analysis
  • Preparing and analyzing reconciliations (such as: sponsor receivables, tuition fees and waivers, dishonored checks, cash receipts, and bank deposits)
  • Reviewing documents for accuracy, completeness, validity and adherence to standards
  • Analyzing student accounts, registrations and cancellations
  • Analyzing calendar year activity in student accounts, scheduling and interpreting queries, and researching failed transactions (such as: 1098-T's, uploads and reconciliations)
  • Analyzing and processing reinstatement requests, tuition waivers, and deferments
  • Writing and updating departmental procedures related to the position
  • Identifying, researching and working with appropriate personnel to resolve manual and computer application errors
  • Analyzing credit balance reports and refund issues while taking corrective measures to resolve them in a timely manner
  • Participating in the testing of cashiering and financial software for upgrades and implementations as related to the position
  • Preparing monthly adjusting and year-end journal entries (general journal, cash disbursements, cash receipts, write-offs, dishonored checks)
  • Compiling and validating statistical data
  • Preparing data to meet audit requirements
  • Serving as a liaison between students; external agencies, departments, and Accounting Services
  • Preparing and maintaining tuition calculation set-ups while obtaining appropriate supporting documentation
  • Serving on committees, and performing receptionist and cashiering functions
  • Maintaining and distributing parking permit inventory
  • Performing daily reconciliations
  • Preparing and executing group post processes to student accounts
  • Assisting with the compilation of student and departmental communications and techniques (such as: portal messaging, portal pop-ups, webpage updates and emails)
  • Providing backup support and/or assuming other work assignments, within Accounting Services, as assigned, during absences, periods of increased workload, or reassignment of duties to meet department needs

    Knowledge, Skills & Abilities:
  • Knowledge of Generally Accepted Accounting Principles (GAAP)
  • Comprehensive knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices
  • Comprehensive knowledge and proficiency in the use of Microsoft Word, Excel, PC internet and email
  • Knowledge and adherence to all relevant regulations and policies and procedures (such as: FERPA and CSU Executive Orders)
  • Skill/Ability to:
    o Effectively organize and manage multiple tasks in a fast paced team-oriented environment
    o Review financial documents for accuracy, completeness, validity, and adherence to standards
    o Compute and post numbers rapidly and accurately; maintain files and records; identify, trace, and correct errors
    o Communicate clearly and concisely, both orally and in writing, and prepare written documents and correspondence
    o Apply problem solving techniques; interpret and apply written rules, regulations, accounting procedures and practices to the analysis of basic accounting problems
    o Make sound decisions and recommendations regarding accounting activities and provide accurate information for review regarding program service delivery and activities in meeting programmatic goals and enhancing processes
    o Assist and work closely with Tech Services, end-users and internal customers to ensure the integrity of the application and data stored in the system and with ongoing upgrades and enhancements to program
    o Provide customer service, support and serve as a resource to students, staff and external agencies in responding to inquiries and providing information
    o Establish and maintain cooperative working relationships and promote a positive, service oriented collegial work environment
  • Demonstrated history of regular attendance and positive performance reviews

    Education and Experience:
  • Equivalent to four years of progressively responsible financial record-keeping experience, or any combination of education and experience, which has provided the above knowledge and abilities

    Preferred Skills:
  • Bachelor's degree from an accredited four-year college or university in Business Administration or closely related field
  • Direct work experience with Western Union Business Solutions, PeopleSoft Financials, Student Financials, and CashNet
  • Cashiering systems (such as: system table setups, item types, maintenance, implementations, upgrades and 1098-T's)
  • Working knowledge of California Code Regulations for Refund of Fees (such as: Title V, Executive Orders, Chancellor's Office, campus and other department policies pertaining to student fees and regulations)
  • Working knowledge of databases and reporting
  • Work experience in Accounting Services from one or more CSU campuses
  • Demonstrated ability to understand and interpret university policies and regulations for students, faculty, staff and the general public
  • Demonstrated history of providing excellent customer service
  • Computer applications configuration experience

    Filing Deadline: October 30, 2020

    Application Procedures:
    Complete the required fields on the online application, a resume, and three professional references, including telephone numbers, are required. A cover letter that addresses your qualifications for the position is also required. Full consideration will not be given to applicants who fail to complete all application requirements.

    Pursuant to Executive Order 1088, reasonable accommodation is to be provided upon request from an employee or applicant with disabilities, unless doing so would impose an undue hardship on the campus. What constitutes a reasonable accommodation is to be determined by the campus on a case-by-case basis after it has received the individual's request for accommodation and engaged in an interactive process. Employees or applicants requiring reasonable accommodation should contact Human Resources directly at (559) 278-2032.

    How To Apply:
    To apply for this or any open position at Fresno State visit our online employment site at:

    Other Requirements:
    Pursuant to the requirements of the Immigration Reform and Control Act of 1986, any offer of employment is contingent upon verification of individual's eligibility to be employed in the United States.

    California State University, Fresno, in conjunction with the CSU policy, requires that the successful candidate complete a full background check (including a criminal records check) prior to assuming this position. Failure to satisfactorily complete or pass the background check may impact the job offer or continued employment of current CSU employees who apply for posted positions identified as sensitive.

    California State University, Fresno annual security report includes statistics for the previous three years concerning reported crimes that occurred on campus, in certain off-campus buildings or property owned or controlled by Fresno State, and on public property within, or immediately adjacent to or accessible from the campus. The report also includes institutional policies concerning campus security, alcohol/drug use, crime prevention, reporting of crimes, sexual assault, and other matters. You can obtain a copy of this report by contacting the Campus Police Department or by accessing the following web site:

    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. You can obtain a copy of this Executive order by accessing the following web site:

    This position may be a "designated position" in the California State University's Conflict of Interest Code. The successful candidate accepting this position may be required to file Conflict of Interest forms subject to the regulations of the Fair Political Practices Commission.

    Fresno State is a tobacco-free, smoke-free and vapor-free campus.

    Other Applicant Information:
    Applicants will receive confirmation of receipt of their application materials via automatic email reply. In addition, qualified applicants will receive email notification at the conclusion of the recruitment process.

    It is the policy of the California State University to fill vacant positions represented by the California State University Employees' Union (CSUEU) with qualified applicants currently employed on the campus. Other applicants may be selected when it is necessary to meet the best interests of the campus by obtaining specialized skills and abilities not available from campus applicants.

    Equal Employment Opportunity:
    California State University, Fresno is committed to maintaining and implementing employment policies and procedures in compliance with applicable state and federal equal employment opportunity laws and regulations. Executive Order 883 prohibits discrimination and Executive Order 927 prohibits harassment, on the basis of a protected status: race, color, religion, national origin, ancestry, age, sex (including gender identity, per HR 2004-12), sexual orientation, marital status, pregnancy, mental disability, physical disability, medical condition and covered veteran status. Retaliation against individuals for complaining about these proscribed conduct, opposing such conduct, or participating in an investigation or proceeding involving such conduct is prohibited by both executive orders. Further, California State University, Fresno's statement of commitment to equal employment opportunity principles is also found in the various collective bargaining agreements.

    General Information:
    California State University, Fresno is one of 23 campuses in the California State University System. The University's mission is to offer high-quality educational opportunities to qualified students at the bachelor's and master's levels, and in certain applied disciplines, at the doctoral level. The current student enrollment is approximately 24,000, including a large percentage of students with diverse and culturally rich backgrounds. The University serves the San Joaquin Valley while maintaining deep involvement with the state, nation, and world. California State University, Fresno promotes student learning and community engagement through faculty scholarship and service learning opportunities in collaboration with community organizations, educational institutions, industry, business and government. The University was one of the first U.S. Colleges and Universities to be selected by The Carnegie Foundation for the Advancement of Teaching for its Community Engagement Classification.

    Metropolitan Fresno, with a multi-ethnic population of over 600,000, is located in the heart of the San Joaquin Valley on the western edge of the Sierra Nevada Mountain Range. The campus is within driving distance of San Francisco, Los Angeles, Yosemite, Kings Canyon and Sequoia National Parks, the Monterey Peninsula, beaches, sailing, lakes, and numerous ski resorts. Fresno boasts one of the most reasonable housing markets in California and offers a wide array of locally grown fruits and produce.

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