Operations Lead (Administrative Analyst/Specialist Exempt I)

at  California State University

Job no: 543566
Work type: Staff
Location: San Diego
Categories: Unit 9 - CSUEU - Technical Support Services, Administrative, Probationary, Full Time, On-site (work in-person at business location)

POSITION SUMMARY:

Are you driven by the desire to foster a positive and inclusive environment? Do you excel in a collaborative team setting? As the Operations Lead for the University Bursar’s Office, you will be a vital member of a dedicated team, including the Cashiering Manager, staff, and student assistants. Together, we strive to deliver exceptional customer service and uphold university policies with the highest standards of compliance.

DEPARTMENT SUMMARY

The University Controller is responsible for the maintenance of the University’s budgetary, receipt and disbursement (expenditure) general and subsidiary ledgers for all University Funds. Through the Accounting Services and Financial Reporting Departments, the University Controller oversees and coordinates the analysis, reconciliation and reporting of all financial transactions of the University, including cash receipt processing, student refunds, financial aid disbursements, billing/collections and reconciliations; management of the diverse services provided by the SDSU ID Card as performed by the SDSUCard Office. The University Controller is responsible for internal and external reporting including Legal/Budgetary Basis, Financial Information Record Management System (FIRMS) and Generally Accepted Accounting Principles (GAAP). The University Controller reports directly to the Associate Vice President for Financial Operations.
The University Bursar’s Office is a customer service-oriented group that interacts with students on a regular basis. The University Bursar is responsible for the University’s cashiering operations, student billing and collections, student direct deposit process, campus fee reporting and reconciliation and check printing. Collections and a portion of the fiscal recordkeeping for various loan programs also fall under the responsibility of the University Bursar’s office. The University Bursar is also the liaison with the Student Financial Center and the Financial Aid Office, which all work together to ensure our students’ financial transactions are properly processed.
For more information regarding the University Bursar’s Office, click here.

EDUCATION AND EXPERIENCE

Entry to this classification requires general knowledge and skills in the applicable administrative and/or program field with a foundational knowledge of public administration principles, practices, and methods. This foundation would normally be obtained through a bachelor’s degree and/or equivalent training and administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs.

KEY QUALIFICATIONS

• Bachelor’s degree in Accounting, Finance, or other applicable field is preferred.
• Experience using enterprise computer systems.
• Experience working within a higher education environment.
• Experience in a university student account or cashiering environment.

• Training & Supervision: Train student assistants working at the front counter and cashiering areas. Be the first point of contact for all escalated customer service issues and assist staff with making adjustments/voids to student accounts.
• Customer Service Oversight: Assist the Cashiering Manager with overseeing customer service in the office, training employees, and implementing new policies and procedures.
• Reconciliation & Compliance: Research and resolve reconciliation discrepancies, work with Accounting Services to complete reconciliations in a timely manner, and review policies related to cash handling to ensure compliance.
• Processing Deadlines: Stay current with and meet various processing deadlines for tuition and fee payments, including housing fees, applications for admissions, graduation applications, transcripts, vendor payments, etc.
• Audit Coordination: Coordinate change fund audits for all satellite cashiering areas across campus and maintain relationships with campus departments, participating in various committees.