Salary Range: Salary commensurate with background and experience of the individual selected. Cal Poly offers excellent fringe benefits, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System and educational benefits for eligible employees. All rights associated with the appointment are governed by the Management Personnel Plan adopted by the CSU Board of Trustees.
***THIS POSITION IS OPEN UNTIL FILLED***
Under the general direction of the University Controller, the Student Financial Services Director performs a wide-range of technical functions in support of the operations of Student Financial Services (SFS) and its role in receiving and disbursing University funds and recording financial transactions. SFS is responsible for charging, collection, receipt, and reporting of all student fees in accordance with State, CSU, and University policies. SFS includes the operations of the Student Accounts Office and the University Cashiers Office and the operation of the associated administrative systems. In addition to responsibility for student fees, SFS 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 student's financial activities in accordance with Federal, State, CSU, and University policies. As part of the Fiscal Services department, SFS plays an integral role within the University's finance group, as well as in many of the accounting functions. Because of this relationship, SFS 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.
The Student Account Office staff is required to have significant depth and breadth of knowledge not only within their areas of expertise but also within the overall activities and operation 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 student, parents, and other staff.
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Minimum Qualifications (Staff Only):
Bachelor's degree in accounting, finance, business, or related field and six (6) years of progressively responsible experience in accounting or closely related area with demonstrated success in the supervision and first line management.
Experience with working with complex ERP systems and the ability to understand both functional and technical requirements related to the system aspects of the position.
Working knowledge of accounting and internal control principles and practices, especially as related to public universities.
Thorough understanding of Federal and State and the ability to quickly learn CSU and campus requirements for the management and safeguarding of financial aid funds, including disbursement entitlements and requirements, drawdown of funds, analysis, and review of fund accounting and activity, reconciliation of financial aid funds, adjustment (R2T4), reporting and financial aid audit support.
Working knowledge and ability to research and work with tax laws as it related to the responsibilities of this position.
Demonstrated management, leadership, and customer service experience requiring a very high level of diplomacy and professionalism.
Expertise in investigating and analyzing problems from a broad and interactive perspective; and using appreciable ingenuity and innovation to conceive of new approaches and strategic solutions to address complex problems and issues.
Demonstrated ability to use appreciable judgement to interpret, apply, and develop policies and procedures.
Strong ability to interpret, apply, work with, and explain to others a variety of complex academic policies and procedures (including pertinent laws and regulations) and understanding the underlying intent when processing exceptions and/or requesting exceptions to be reviewed/approved; and perform data management transaction with accuracy and efficiency, sound judgement, and professional integrity.
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.
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.
Certified Public Accountant (CPA) and/or Master's Degree in accounting, finance, or related field.
Demonstrated skills in an institutional/educational environment utilizing a customer-oriented and service-centered attitude.
Experience tracking customer service data metrics and using the data to continuously improve business operations.
***THIS POSITION IS OPEN UNTIL FILLED***
Must will 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.
This 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.
This position is a "designated position" in the California State University's Conflict of Interest Code. The successful candidate accepting this position is required to file Conflict of Interest forms subject to the regulations of the Fair Political Practices Commission.
Full-time MPP employees are required to disclose outside employment at time of hire or within 30 days of taking additional outside employment subsequent to time of hire.
This position classification has been defined as "Exempt" and is not subject to the overtime provisions of the Fair Labor Standards Act (FLSA).
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.
May be required to complete a Supplemental Employment Application Questionnaire, which contains questions pertaining to conviction history, and submit it when requested by Cal Poly. This disclosure is confidential and will not necessarily preclude applicants from employment.
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.
Please note: Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive. Sensitive positions are those requiring heightened scrutiny of individuals holding the position based on potential for harm to children, concerns for the safety and security of people, animals, or property, or heightened risk of financial loss to Cal Poly or individuals in the university community.
About Us Cal Poly is a nationally ranked, four-year, comprehensive public university. Founded in 1901, the 6,000-acre campus is nestled in the foothills of San Luis Obispo, along California's scenic central coast and midway between Los Angeles and San Francisco. With a budget of $168.5 million, the university has a student enrollment exceeding 17,000 students and employs more than 2,000 faculty and staff members. Cal Poly is part of the 23-campus California State University system.
At California Polytechnic State University, San Luis Obispo, we believe that cultivating an environment that embraces and promotes diversity is fundamental to the success of our students, our employees and our community. Bringing people together from different backgrounds, experiences and value systems fosters the innovative and creative thinking that exemplifies Cal Poly's values of free inquiry, cultural and intellectual diversity, mutual respect, civic engagement, and social and environmental responsibility.
Cal Poly's commitment to diversity informs our efforts in recruitment, hiring and retention. California Polytechnic State University is an affirmative action/equal opportunity employer.
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About California Polytechnic State University, San Luis Obispo
Cal Poly is a nationally ranked, four-year, comprehensive public university, with approximately 17,500 undergraduate, 120 post-baccalaureate, and 900 graduate students. The Cal Poly community fosters teaching, scholarship, and service in a learn-by-doing environment where students, staff, and faculty are partners in discovery. Cal Poly has built an exemplary reputation on its learn-by-doing approa...ch to the preparation of undergraduate and graduate students. It is a distinctive learning community offering academically focused students a hands-on educational experience that prepares them for today's scientific and technical world. Cal Poly provides a balanced education in the arts, sciences, and technology, while encouraging cross-disciplinary and co-curricular experiences. U.S. News and World Report has ranked Cal Poly #1 among public master's universities in the western United States for 24 consecutive years. The University values free inquiry, cultural and intellectual diversity, mutual respect, civic engagement, and social and environmental responsibility. As a campus, we welcome and nurture a rich array of different perspectives, ideas and cultures. We encourage international and multi-cultural education in order to prepare students for successful participation and competition in a diverse world and a global workforce. We believe that diversity of our students, faculty, and staff enlivens and enriches Cal Poly’s educational environment.