Accounting Technician

CSU Careers; San Jose (CA); On-site; USD 150,000 - 200,000; Full time

Job summary

A leading university is seeking an Accounting Technician responsible for managing cashiering duties and financial record-keeping. The ideal candidate should have strong communication skills and a solid understanding of financial systems such as TRANSACT and PeopleSoft. This full-time role offers an engaging environment where you will assist students and ensure smooth financial operations, with robust support and benefits associated with the position.

Benefits

Comprehensive benefits package

Potential for professional development

Qualifications

• 3 years of financial record-keeping experience required.
• Ability to communicate professionally and handle customer interactions.
• Familiarity with TRANSACT and PeopleSoft systems preferred.

Responsibilities

• Perform cashiering duties including issuing receipts.
• Balance cash funds and prepare bank deposits.
• Analyze student accounts and respond to inquiries.

Skills

Customer service

Financial record keeping

Communication

Detail-oriented

Education

Associate degree

Tools

TRANSACT

PeopleSoft

Word

Excel

Google Workspace

Job description

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Job Summary

Reporting to the Assistant Bursar and receiving work lead direction from the eCommerce Specialist, the Accounting Technician performs cashiering duties, including issuing receipts, and recording payments to appropriate PeopleSoft accounts using TRANSACT and Flywire. The Accounting Technician will balance cash funds daily, prepare bank deposits, post & release departmental deposits and electronic files, verify eligibility, process late student petitions and post financial aid loan and scholarship payments to student accounts. In addition, the Accounting Technician will analyze student accounts and respond to student inquiries by interpreting complex financial records, and issue Tower Cards for students.

Job Summary

Reporting to the Assistant Bursar and receiving work lead direction from the eCommerce Specialist, the Accounting Technician performs cashiering duties, including issuing receipts, and recording payments to appropriate PeopleSoft accounts using TRANSACT and Flywire. The Accounting Technician will balance cash funds daily, prepare bank deposits, post & release departmental deposits and electronic files, verify eligibility, process late student petitions and post financial aid loan and scholarship payments to student accounts. In addition, the Accounting Technician will analyze student accounts and respond to student inquiries by interpreting complex financial records, and issue Tower Cards for students.

Key Responsibilities

• Within the TRANSACT payment system, the Accounting Technician performs cashiering duties, including issuing receipts, and recording payments to appropriate PeopleSoft accounts
• Balance cash funds daily, prepare bank deposits, post & release departmental deposits and electronic files, verify eligibility and process late student petitions and post financial aid loan and scholarship payments to student accounts
• Process Flywire International and FTB payments
• Provide quality customer service to students, parents, staff, sponsors and departments
• Research, respond and resolve customer inquiries via the cashier email box in a timely manner
• Responsible for answering department emails, phone, chat and Qless system
• Use knowledge of student accounts and investigative skills to direct students to appropriate resources on campus
• Educate students how to better utilize the system to ensure deadlines are met and classes are secured
• Process and issue Tower ID Cards
• Complete and submit IRS Form 8300
  
  

Knowledge, Skills & Abilities

• Ability to communicate with constituents in a professional and respectful manner
• Thorough knowledge of the principles and practices of financial record keeping.
• General knowledge of the basic principles of accounting.
• Ability to adjust accounts and prepare documentation for various reporting systems.
• Thorough knowledge of TRANSACT and PeopleSoft systems
• Ability to compose and appropriately format correspondence and reports
• Knowledge of software applications: word processing, spreadsheet, database management
• Ability to perform accurately in a detail-oriented environment
• Ability to handle multiple work priorities, organize, plan work to meet and exceed customer needs and office demands
• Ability to maintain confidentiality and appropriately handle sensitive communications with students, employees and external agencies
• Excellent customer service and public relations skills
• Strong written and oral communication skills
• Ability to communicate Bursar's Office policies and procedures to students in a clear, concise manner
  
  

Required Qualifications

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

Preferred Qualifications

• Associate degree
• Experience within the CSU or public higher education
• Experience using PeopleSoft, Transact
• Experience using Word, Excel, and Google Workspace
  
  

Compensation

Classification: Accounting Technician II

Anticipated Hiring Range: $4,200/month - $4,300/month

CSU Salary Range: $3,872/month - $6,428/month

San José State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary. For more information on programs available, please see the Employee Benefits Summary.

Application Procedure

Click Apply Now to complete the SJSU Online Employment Application and attach the following documents:

• Resume
• Letter of Interest
  
  

All applicants must apply within the specified application period: May 27, 2025 through June 10, 2025. This position is open until filled; however, applications received after screening has begun will be considered at the discretion of the university.

Contact Information

University Personnel

[e-mail]

408-924-2252

CSU Vaccination Policy

The CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measures established by each campus. The system wide policy can be found at https://calstate.policystat.com/policy/9779821/latest/ and questions may be sent to [e-mail].

Additional Information

Satisfactory completion of a background check (including a criminal records check) is required for employment. SJSU will issue a contingent offer of employment to the selected candidate, 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 offered the position on a contingent basis.

The standard background check includes: criminal check, employment and education verification. Depending on the position, a motor vehicle and/or credit check may be required. All background checks are conducted through the university's third party vendor, Accurate Background. Some positions may also require fingerprinting. SJSU will pay all costs associated with this procedure. Evidence of required degree(s) or certification(s) will be required at time of hire.

SJSU IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (e.g. H1-B VISAS)

All San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Incumbent is also required to promptly report any knowledge of a possible Title IX related incident to the Title IX Office or report any discrimination, harassment, and/or retaliation to the Office of Equal Opportunity.

Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Housing Fire Safety Notification:

Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at https://www.sjsu.edu/clery/docs/SJSU-Annual-Security-Report.pdf. The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and Sexual Assault prevention information, and information about drug and alcohol prevention programming. The ASR also contains statistics of Clery crimes for San José State University locations for the three most recent calendar years. A paper copy of the ASR is available upon request by contacting the Office of the Clery Director by phone at 408-924-1501 or by email at [e-mail].

Pursuant to the Higher Education Opportunity Act, the Annual Fire Safety Report (AFSR) is also available for viewing at https://www.sjsu.edu/clery/docs/SJSU-Annual-Fire-Safety-Report.pdf. The purpose of this report is to disclose statistics for fires that occurred within SJSU on-campus housing facilities for the three most recent calendar years, and to distribute fire safety policies and procedures intended to promote safety on Campus. A paper copy of the AFSR is available upon request by contacting the Housing Office by phone at 408-795-5600 or by email at [e-mail].

Campus Security Authority - In accordance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act (Clery Act) and CSU systemwide policy, this position is subject to ongoing review for designation as a Campus Security Authority. Individuals that are designated as Campus Security Authorities are required to immediately report Clery incidents to the institution and complete Clery Act training as determined by the university Clery Director.

Equal Employment Statement

San José State University is an equal opportunity employer. The university prohibits discrimination based on age, ancestry, caste, color, disability, ethnicity, gender, gender expression, gender identity, genetic information, marital status, medical condition, military status, nationality, race, religion, religious creed, sex, sexual orientation, sex stereotype, and veteran status. This policy applies to all San José State University students, faculty, and staff, as well as university programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus). Reasonable accommodation is made for applicants with disabilities who self-disclose. San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Higher Education

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