Systems Analyst - Student Financial Services

California State University; San Luis Obispo (CA); On-site; USD 71,000 - 89,000; Full time

Job summary

Cal Poly in San Luis Obispo is seeking a technical system manager to support Student Financial Services operations, including Student Accounts and University Cashiers. You will independently complete duties and projects, and contribute to policy development and evaluation of procedures across multiple programs.

The role involves handling tuition, housing and dining charges, fee waivers, receivables and collections, with cross-functional responsibilities within the Student Financial Services

Qualifications

• Excellent computer skills with online systems, word processing, spreadsheets, databases, Internet, scheduling and email.
• Experience in record keeping with accounting, budgeting and reporting principles.
• Knowledge of operational and fiscal analysis and statistical techniques.
• Ability to collect, evaluate, and interpret data to develop conclusions and recommendations.
• Experience researching, developing and evaluating complex fiscal policies and programs.

Responsibilities

• Provide technical system management for Student Accounts and University Cashiers Office.
• Develop, alter, implement and evaluate Student Financial Services procedures and policies.
• Support tuition, housing, dining charges, fee waivers, accounts receivable and collections.
• Communicate complex account activities to students, parents, and staff.

Skills

Excellent computer skills

Record keeping

Operational and fiscal analysis

Data evaluation and interpretation

Research and evaluation of fiscal pol/

Education

Bachelor's degree or equivalent

Graduate degree substitution allowed

Job description

Job Summary

Under the general direction of the Assistant Director of Student Financial Services, this position performs a wide range of technical system management functions in support of the operations of Student Accounts and University Cashiers Office. This position independently performs assigned duties and projects through completion. The position involves participating in the development, alteration, implementation, and evaluation of the Student Financial Services’ procedures and policies. Assigned duties for this position are technical in nature, and support a variety of financial activities, including but not limited to, tuition charges, housing and dining charges, fee waivers, accounts receivables and collection activities, and may also include duties that cross several programs or specialties within Student Financial Services.

Department Summary

As a section of the University Financial Services (UFS) Department, Student Financial Services is responsible for charging, collection, receipt, and reporting of all student fees in accordance with state, CSU, and University policies. Student Financial Services includes the operations of Student Accounts and University Cashiers. In addition to responsibility for student fees, Student Financial Services 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 UFS, Student Financial Services plays an integral role within the University’s finance group and has a direct impact on the general ledger and financial statements. Because of this relationship, Student Financial Services is responsible for providing critical accounting information for use in other finance areas and must also interact with other finance areas in order to gather accounting information, perform reconciliations, and resolve problems.

Student Financial Services staff must have significant depth and breadth of knowledge not only within their areas of expertise, but also within the overall activities and operation of the office. 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 activities to students, parents, and staff.

Key Qualifications

• Excellent computer skills and proficiency with a variety of computer applications including on-line systems, word-processing, spreadsheets, databases, Internet as well as online calendaring and email.
• Demonstrated experience in record keeping including knowledge of principles and practices of accounting, budgeting, and reporting.
• Knowledge of and skill in operational and fiscal analysis and statistical techniques.
• Skill in the collection, evaluation, and interpretation of data to develop sound conclusions and make appropriate recommendations.
• Skill in research, development and evaluation of complex fiscal policies and programs.

Education and Experience

Equivalent to graduation from a four-year college or university. Three years of technical or administrative experience. A graduate degree in a related field may be substituted for one year of the required experience. Additional qualifying experience may be substituted for the required education on a year-for-year basis.

Salary and Benefits

Anticipated Hiring Range:$71,280 - $88,632 per year

Classification Range: $63,288 - $92,208 per year

Factors in determining the appropriate compensation for a role include experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Anticipated Hiring Range referenced in the job posting is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Classification Range may be broader than what the University anticipates paying for this position, based on internal equity, budget, and collective bargaining agreements (when applicable).

Cal Poly offers a best-in-class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees. See our benefits website for additional information.

About Cal Poly

Known for its Learn by Doing philosophy, Cal Poly is ranked among the top 10 public universities in the nation. Each year, more than 23,000 top-tier students come to Cal Poly in San Luis Obispo and Cal Poly Maritime Academy in Solano County to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities, maritime and the built environment. Cal Poly’s hands‑on philosophy, small class sizes and close student‑faculty mentorships result in graduates ready from day one to impact their communities, California and the world. For more information, visit www.calpoly.edu .

Working Within the California State University System

As part of the California State University, the nation's largest public four-year university system, Cal Poly employees contribute to a broader mission of advancing knowledge, creating opportunity and serving the people of California.

Equal Opportunity and Excellence in Education and Employment

This position is open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, Cal Poly provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. Cal Poly complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California’s Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU’s Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices.

Cal Poly is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At Cal Poly, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all.

Supplemental Information

Satisfactory completion of a background check (including a criminal records check) is required for employment. Cal Poly 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.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.Failure to satisfactorily complete the background check may affect the continued employment of a current CSUemployee who was conditionally offered the position.

The 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.

Cal Poly is not a sponsoring agency for staff or management positions. Applicants for staff and management positions must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Education Code 89521 Requirements:

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.

Positions are posted for a minimum of 14 calendar days.

Job no: 563165

Work type: Staff

Location: Cal Poly - San Luis Obispo Campus

Categories: Unit 9 - CSUEU - Technical Support Services, Administrative, Probationary, Full Time, Telecommute eligible (work onsite as scheduled and/or as requested and telecommute as scheduled)