Financial Services Coordinator (Administrative Support Coordinator II)

California State University, Fullerton; Fullerton (CA); On-site; USD 49,000 - 71,000; Full time

Benefits offered by this job

Health plans

Dental and Vision coverage

Retirement plan through CalPERS

Tuition waiver for employees anddepend

FlexCash

Job summary

California State University, Fullerton is seeking a Financial Services Coordinator (Administrative Support Coordinator II) to support financial transactions and reconciliation processes across the university.

The role emphasizes collaboration with Contracts and Procurement, e-Business, Accounts Payable, and Travel Operations, ensuring accurate financial records and timely reporting. Strong attention to policy details and customer service is required.

Qualifications

• High School diploma or the equivalent and three years of experience in general office, clerical or administrative support work.
• Proficiency with university policies and procedures, strong English grammar and reporting skills.
• Ability to manage multiple priorities and use negotiation/persuasion to drive results.

Responsibilities

• Coordinate financial transaction reconciliation packages and follow-up with stakeholders.
• Provide essential operational and technical support to department management and staff.
• Ensure compliance with applicable policies, regulations, and procedures across multiple units.
• Maintain positive relationships with campus departments and vendors while delivering exemplary customer service.

Skills

Financial administration

Budgeting

Analytical skills

Customer service

Education

High School diploma

Tools

PeopleSoft

Concur

Microsoft Word

Excel

Outlook

Job description

Job Title

Financial Services Coordinator

Classification

Administrative Support Coordinator II

Auto Req. ID

563570

Salary Range

Classification Range $4,367 - $6,362 per month

(Hiring range depending on qualifications, not anticipated to exceed $4,367 - $4,543 per month)

Work Schedule

Monday - Friday, 8:00 AM - 5:00 PM. This is a temporary position to end on or before June 30, 2027, with a possibility of renewal on an annual basis if funds and/or program needs exist.

Why CSUF

California State University, Fullerton (Cal State Fullerton) is a leading public university committed to student success, academic excellence, and inclusive excellence. The university fosters a collaborative environment that supports teaching, research, and service while promoting innovation and professional growth. Cal State Fullerton is both a Hispanic-Serving Institution and an Asian American and Native American Pacific Islander-Serving Institution, and a recipient of the Seal of Excelencia (2021 and 2024) from Excelencia in Education. Joining Cal State Fullerton means becoming part of a community dedicated to advancing student achievement, career success, and economic mobility.

Department

The Associate Vice President of Financial Services department within the Division of Administration and Finance is committed to providing exceptional financial stewardship, customer service, and operational support to the university community. The Financial Services Support Hub serves as a central resource for financial guidance, transactional services, and support to faculty, staff, and campus departments. We seek an exceptional individual to join our team as Financial Services Coordinator (Administrative Support Coordinator II). The ideal candidate in this role should have a positive attitude and an active, energetic mind characterized by highly ethical practices and a commitment to inclusivity, openness, flexibility, integrity, and kindness.

Duties and Responsibilities

Under general direction, the Financial Services Coordinator is responsible for performing a broad range of program coordination, technical, operational, analytical, and customer service functions with an emphasis on the coordination of financial transaction reconciliation packages and follow-up, and application of relevant policies and procedures. Provides essential operational and technical support to department management and staff within Contracts and Procurement, e-Business, Accounts Payable, and Travel Operations in addition to providing excellent customer service to Academic Affairs colleges, division departments, and campus community. Coordinates scheduled activities, projects, and reports using a variety of technology and systems, including an Enterprise Resource Planning (ERP) Financial System (Concur and PeopleSoft). Processes financial transactions.

This position requires handling multiple work priorities utilizing independent, sound judgment, and discretion in handling sensitive situations that are complex in nature and making recommendations of resolution. Communicates, interprets, and applies federal, state, CSU and CSUF policies, regulations, procedures, and compliance to successfully perform the job, and address general inquiries. The output of work is accountability, consistency, and ability to make independent decisions and exercise sound judgment. Provides support to CSUF departments, employees, and vendors to address and problem-solve open issues. As a member of the Financial Services Team, supports efforts in promoting an inclusive environment of teamwork and will contribute towards goals related toward department operations, programs, and services. The Financial Services Coordinator works well in a team environment and understands the balance of sharing duties, taking ownership, and taking the initiative to complete tasks as needed. This role represents the team by establishing and maintaining good working relationships with individuals throughout the campus community and providing exemplary customer service while working under multiple demands and time constraints to support the needs of the campus community. Other duties as assigned.

Essential Qualifications

High School diploma or the equivalent and three years of experience in general office, clerical or administrative support work or the equivalent. Training at a vocational school or full-time college education may be substituted for the required experience on a year for year basis. Comprehensive and detailed knowledge of applicable university infrastructure, policies, and procedures. Thorough mastery of English grammar, punctuation, and spelling. Expertise in using office software packages, technology, and systems. Ability to independently handle multiple work unit priorities and projects. Ability to independently interpret and apply policies and procedures and use judgment and discretion to act when precedents do not exist. Ability to troubleshoot most office administration problems and respond to all inquiries and requests related to work area. Ability to understand problems from a broad perspective and anticipate the impact of office administration problems and solutions on other areas. Ability to analyze operational and procedural problems and develop, recommend, and evaluate proposed solutions. Ability to perform business math, analyze budgetary data, and make accurate projections requiring some inference. Ability to effectively write and present own reports. Ability to effectively handle interpersonal interactions at all levels including highly sensitive interpersonal situations. Ability to use negotiation and persuasion skills to achieve results and expedite projects.

A background check (including a criminal records check) must be completed satisfactorily and 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 complete the background check satisfactorily may affect the continued employment of a current CSU employee who was conditionally offered the position.

Preferred Qualifications

The candidate should have the technical ability to effectively use an integrated ERP finance system such as PeopleSoft or Systems, Applications, and Products (SAP) Concur, with familiarity in the PeopleSoft finance module and data warehouse queries. Demonstrate proficiency in using internet/intranet resources and business software applications, including Microsoft Word, Excel, and Outlook. Previous experience working in a university setting business environment.

Special Working Conditions

Notice of Non-Discrimination on the Basis of Gender or Sex and Contact Information for Title IX Coordinator

Benefits at a Glance

• An array of health plans that include prescription drug coverage
• Dental and Vision coverage
• Income protection benefits including life insurance and disability
• Retirement plan through CalPERS
• Tuition waiver for employees and dependents if eligible
• FlexCash (in lieu of health and dental)
• Employee Assistance Programs
• 15 paid holidays

Additional Information

California State University, Fullerton is committed to fostering an environment where students, staff, administrators, and faculty thrive. We welcome individuals ready to make an impact on student and staff success to apply and become part of the Titan Community. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose.

Cal State Fullerton is an equal opportunity employer that prohibits discrimination based on regardless of race, sex, color, ethnicity, national origin, or any other protected status.

As of January 1, 2022, the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California.

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.

Multiple positions may be hired from this recruitment based on the strength of the applicant pool.

If you are applying for a staff position, please note that you are not eligible to work concurrently in a staff position and an Academic Student position such as a Graduate Assistant, Teaching Associate, Instructional Student Assistant, or Student Assistant position.

Regular attendance is considered an essential job function; the inability to meet attendance requirements may preclude the employee from retaining employment.

Employee/applicant who applies for a position may be required to successfully complete job-related performance test(s) as part of the selection process.

California State University, Fullerton is not currently sponsoring any new H-1B petitions for staff, management, or faculty positions.

Effective October 1, 2025, the California State University (CSU) will implement a salary step structure for CSUEU-represented employees in bargaining units 2, 5, 7, and 9. This position may be subject to changes resulting from this implementation, in alignment with the provisions of the collective bargaining agreement.

Hiring Preference

On-Campus CSUEU Employees