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Career Opportunities

Lead Financial Analyst (Administrative Analyst/Specialist, Exempt I)

Apply now Job no: 504806
Work type: Staff
Location: Dominguez Hills
Categories: Unit 9 - CSUEU - Technical Support Services, Administrative, Probationary, Full Time

Position Information    

This is a full-time, permanent (probationary) position.

Special Working Conditions: Overtime might be required during peak times

Conditions of Employment        

Satisfactory completion of a background check (including a criminal records check) 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  CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information.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 satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.

Application Deadline & Salary Information        

The application deadline is: Thursday, September 23, 2021.

The salary range for this classification is: $3,897 - $7,051 monthly. 

Major Duties

Under general supervision of the Manager of Student Financials Services, the Lead Financial Analyst is responsible for providing support and assistance to Student Financials staff, working closely with end-users and internal customers to ensure the integrity of the application data stored in the system; prepares business guides, training documents, and delivers end-user training; provides technical/functional support to the student financial component of CSUDH PeopleSoft Student Administration, and provides collections and accounts receivable support. This incumbent is also responsible for operational and policy research, analysis, reporting, and evaluation related to Student Financials; recommending improvements to the day-to-day operations of the automated systems; assuring proper recording and processing of daily and monthly jobs; and gathering technical/functional system and reporting requirements for the Student Financials applications (PeopleSoft and any related third-party products), including internal and external customers. Furthermore, duties include working with the Information Technology group on system improvements and upgrades, system testing, conversions, and implementations.

Qualifications

Required Education: Bachelor's degree in a related field and/or equivalent training.

Required Experience: At least three years of administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs.

Preferred Qualifications: Equivalent to four years of progressively responsible experience serving as a business analyst; experience in providing outstanding customer service, performing complex activities associated with maintaining student accounts, and ensuring compliance with policy, procedures, and internal controls, and demonstrated leadership skills. Also, experience with reviewing collection efforts of PERKINS loans is preferred.

Experience using PeopleSoft Student Financials and TouchNet functionality in a university environment.

Functional experience in a Student Financials office at a university using a software package such as PeopleSoft handling: Accounts receivable; application of payment and other accounting issues; reconciliation of general ledger accounts; third party contracts, bad debt; Title V refunding; implementation of state and federal regulations; and maintenance of student financials set up tables.

Required, Knowledge, Skills, and Abilities:

Knowledge:
Thorough knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices.
Working Knowledge in investigating and analyzing problems with a broad administrative impact and implications.
Working knowledge of operational and fiscal analysis and techniques.
Experience working with current end-user reporting tools and demonstrated proficiency in Microsoft Office.
Working knowledge of and ability to apply standard theories, principles, practices, and techniques applicable to the program and/or administrative specialty to develop conclusions and make recommendations.

Abilities:
Ability to review financial documents for accuracy, completeness, validity, and adherence to standards; compute and post numbers rapidly and accurately; maintain files and records; identity, trace, and correct errors; follow directions; establish and maintain effective working relationships with others; exercise tact, courtesy, alertness, and good judgment in responding to others
Ability to apply accounting procedures and practices to the analysis of basic accounting problems;
analyze and interpret accounting data; apply problem-solving techniques in finding solutions to basic accounting problems; understand, interpret and apply applicable rules, regulations, policies, and procedures; query tools, integrated financial systems, and/or other types of records management systems, such as student accounting, cashiering and student financial aid;
Ability to use intermediate to advanced Excel functions (eg. VLOOKUP, concatenate, pivot tables).
Ability to translate functional needs and analyze data; ingenuity in determining methods to achieve programmatic goals and develop and implement program policies required.
Ability to take initiative and independently plan, organize, coordinate, and perform work in various situations where numerous and diverse demands are involved.
Demonstrated ability to effectively interpret, organize, and present information and ideas in written or presentation form.
Ability to train others on new skills and procedures and provide lead work direction.
Ability to articulate and communicate in a professional, clear, positive fashion with clients and staff.
Ability to read and write English at a level appropriate to the position.

Skills
Skill in the research, development, and evaluation of policies and programs, including skill in the collection, evaluation, and interpretation of data to develop sound conclusions and make appropriate recommendations.
Strong interpersonal skills with a self-starter attitude.

Responsibilities

75% Prepares, analyzes, and interprets financial reports for all student account receivables to minimize ongoing receivables. Reviews placement and removal of financial hold service indicators to monitor effectiveness. Coordinates service functions between other service units, including Financial Aid, Outreach & Recruitment, and Admissions and Records. Assist with long-term collection of debt efforts via collection agencies, Franchise Tax Board (FTB), and assists with the· write-off of student accounts; Follow-up and review of collection efforts of PERKINS loan activities. Prepares financial analyses and reports, which may include FTB and collection agency submissions. Develops, reviews, and documents accounting procedures. Research and resolves non-recurring problems related to student accounting and prepares internal financial reports and analyses as needed using data from a variety of sources. Reviews Federal, State, CSU, and University regulations and policies that affect the operations of billing/collections offices and monitors compliance therewith. Recommends and ensures implementation of changes in procedures where necessary. Provide technical/functional support to the student financial component of CSUDH PeopleSoft Student Administration. Work closely with end-users and internal customers to ensure the integrity of the application and data stored in the system; Work with the Information Technology group on system improvements and upgrades, system testing, conversions, and implementations. Define and evaluate Student Financial process based on business requirements and map against PeopleSoft Student Administration (SA) functionality. Prepares business guides, training documents, and delivers end-user training. Responsible for gathering technical/functional system and reporting requirements for the Student Financials applications (PeopleSoft and any related third-party products), including internal and external customers. Recommend and document solutions to requirement gaps and PeopleSoft Student Financials standard functionality. Document functional specifications for conversions, upgrades, interfaces, reports, forms, and workflow. Coordinate the wash-out process, participate in implementing, testing, and validating data from the Student Financial application and other third-party products including, but not limited to, TouchNet applications. Under established campus security policies, maintain TouchNet application user roles, create payment plans in the TouchNet Bill+Pay application, and create new stores in the TouchNet Marketplace application. Provide ongoing maintenance of all TouchNet applications in conjunction with TouchNet service personnel and the Student Financial Services department manager. 

20% Provide lead work direction to administrative staff and assist with training and development. Provide technical/functional support and assistance to Student Financials staff in the development of system automation and workflow analysis and assist in streamlining Student Financial activities; Create reporting tools (queries and reports) to support cashiering, student refunds, collection, and accounts receivable reconciliation. Assist in ensuring that Student Financials practices conform to all federal, state, and CSU rules and regulations. Examples of affected business practices would include 1098T, Franchise Tax Board, write-offs, credit card payments, and refunds. Responsible operational and policy research, analysis, reporting, and evaluation related to Student Financials; Recommends improvements to the day-to-day operations of the automated systems; and assures the proper recording and processing of the daily and monthly jobs. Contribution to the completion of broader and more complex organizational or program projects Acts as a representative to outside entities as needed

5% Other duties as assigned

Closing Statement

California State University, Dominguez Hills, is strongly committed to achieving excellence through a diverse workforce.

California State University Dominguez Hills is an Affirmative Action/Equal Opportunity Employer.  We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, or protected veteran status.   For more information or definition of these terms, please visit:

https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf

https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf

Individuals with disabilities requesting accommodations under the Americans with Disabilities Act (ADA) may call the Human Resources Office at (310) 243-3771.

Clery Act crime statistics for CSUDH are available at https://www.csudh.edu/dhpd/clery/crime-stats/ , or by calling University Police at (310) 243-3639. Upon appointment, all candidates must furnish proof of eligibility to work in the U.S.

The California State University is Smoke and Tobacco Free.  Smoking, Vaping and other Tobacco use are Not Permitted anywhere on University property.  Education Code 42356, CCR Title 5, Article 9

Advertised: Pacific Daylight Time
Applications close: Pacific Daylight Time

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