Hybrid P-Card & Accounting Technician

CSU, Chico Research Foundation; Chico (CA); Hybrid; USD 29,000 - 36,000; Full time

Benefits offered by this job

Health insurance

Paid holidays

403(b) retirement plan

Job summary

Chico State Enterprises seeks an Accounting Technician to support P-Card administration and financial operations for Chico State’s research, education, and philanthropic programs. The role involves card control, policy compliance, and collaboration with multiple departments and vendors.

The position requires strong Excel skills, attention to detail, and the ability to manage deadlines while safeguarding confidential information.

Qualifications

• Education or experience providing the knowledge and abilities required to perform technical accounting and financial-recordkeeping duties.
• Experience with accounting, accounts payable, procurement, purchasing cards, or financial administration.
• Working knowledge of financial recordkeeping, transaction reconciliation, and documentation requirements.
• Ability to review financial transactions, identify discrepancies, and apply policies and procedures consistently.
• Ability to maintain accurate records and manage multiple deadlines.
• Strong organizational, written communication, customer-service, and follow-up skills.
• Proficiency with Microsoft Excel and standard office and financial systems.
• Ability to handle confidential and sensitive information appropriately.

Responsibilities

• Process requests for the issuance, modification, suspension, and cancellation of P-Cards.
• Review card applications and verify that required approvals and training have been completed.
• Maintain cardholder records, transaction and monthly credit limits, merchant-category restrictions, and approving-official
• Serve as the primary contact for cardholders, approving officials, internal departments, and the issuing bank.
• Assist with declined transactions, lost or stolen cards, suspected fraudulent activity, disputed charges, and account-access issues.
• Maintain complete and accurate P-Card records in accordance with applicable record-retention requirements.
• Review monthly P-Card packets, statements, receipts, business-purpose explanations, account coding, and approvals for accuracy, completeness, and compliance.
• Verify that purchases are allowable under CSE procurement, travel, hospitality, information-technology, sponsored-project, and other applicable policies.
• Identify prohibited purchases, split transactions, missing documentation, sales-tax issues, personal expenditures, and other exceptions.
• Communicate documentation deficiencies and obtain corrections or additional information from cardholders and approving officials.
• Document repeated or significant violations and refer compliance concerns to management for review and corrective action.
• Escalate suspected fraud, misuse, conflicts of interest, or other serious concerns to management.
• Provide P-Card training and guidance to cardholders and approving officials.
• Explain allowable purchases, documentation standards, reconciliation requirements, submission deadlines, and appropriate procurement methods.
• Develop and update training materials, forms, desk procedures, frequently asked questions, and program communications.
• Provide responsive and professional assistance to employees, project directors, campus partners, and vendors.
• Reconcile P-Card activity with bank statements, accounting records, and cardholder submissions.
• Monitor outstanding documentation, unreconciled transactions, credits, disputes, and past-due submissions.
• Prepare reports concerning spending activity, policy exceptions, card limits, inactive accounts, and compliance trends.
• Identify and recommend improvements to P-Card processes, procedures, training, and monitoring practices.
• The accounting technician works closely with cardholders, approving officials, project directors, procurement services, accounts payable, finance and accounting, sponsored-program personnel, information-technology staff, and representatives of the issuing bank.

Skills

Microsoft Excel

Accounts payable

Procurement knowledge

Attention to detail

Tools

P-Card platform

Enterprise financial system

Job description

Chico State Enterprises seeks an Accounting Technician to support P-Card administration and financial operations for Chico State’s research, education, and philanthropic programs. The role involves card control, policy compliance, and collaboration with multiple departments and vendors.

The position requires strong Excel skills, attention to detail, and the ability to manage deadlines while safeguarding confidential information.