*SFSU INTERNAL APPLICANTS ONLY*

Working Title

Business Analyst

Positions Available

1 Position Available

SF State University

San Francisco State is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, National origin, sex, sexual orientation, covered veteran status, or any other protected status.  Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting the Senior Human Resources Manager.

Applicants may visit titleix.sfsu.edu for more information on SF State's policy prohibiting discrimination, and how to file an online report using the procedures under Executive Order 1096 Revised. Inquiries can be directed to the campus Title IX Coordinator and Discrimination, Harassment, and Retaliation Administrator by calling (415) 338-2032 or emailing vpsaem@sfsu.edu.

San Francisco State is a 100% Smoke/Vapor-Free Campus.  Smoking or Vaping of any tobacco/plant-based substance is not permitted on any University properties.

The person holding this position may be 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.

This position may be a "designated position" in the California State University's Conflict of Interest Code.  The successful candidate accepting this position may be required to file Conflict of Interest forms subject to the regulations of the Fair Political Practices Commission.

Department

Housing, Dining & Conference Services (HDCS)-Financial Services

Appointment Type

This is a one-year probationary position.

Time Base

Full-Time (1.0 FTE)

Work Schedule

Monday - Friday 8:00 AM-5:00 PM

Anticipated Hiring Range

$5,429.00 - $6,032.00 per month ($65,148.00-$72,384.00 annually)

Salary is commensurate with experience.

Position Summary

Under general direction, the Business Analyst will perform complex accounting and technical work requiring the application of knowledge and judgement in using Accounting Standards, Federal and State regulations and University Policies and Procedures. The Business Analyst will directly participate in the planning and development of the departmental activities related to housing and dining accounts receivable, collections and accounts administration. Moreover, the incumbent will be directly responsible for the overseeing and coordinating activities related to financial aid, student housing refunds, billing, collections and will serve as a primary contract for the Bursar’s office and offices that administer the third-party billings.

The Business Analyst will coordinate the overall activities with other departments and outside third-party agencies and serve as a primary contact for the housing student business services unit. The position will serve as a backup to the Director of Financial Services, HDCS, in coordinating financial activities and operations related to student housing. The Business Analyst is responsible for analyzing, maintaining, and improving the structure of accounts (Item Types) in Campus Solutions (CS) module of the PeopleSoft. The Business Analyst is responsible for processing student refunds. The incumbent will be running queries in CS and StarRez, preparing reports, analyzing data in the reports to identify persisting issues, to evaluate the results and develop strategic solutions in consultation with the Director of Financial Services.

An incumbent in the position is required to use initiative and judgment in analyzing financial data and determining a course of action within the specifications of standard practices and established procedures.

As a business analyst, the incumbent will be responsible for overseeing work of two Account and Data Support coordinators, with full accountability of the results of overall accounts receivable and other financial goals.

Position Information

FINANCIAL OPERATIONS AND STUDENT BUSINESS SERVICES

• Direct and manage activities related to the students’ accounts receivable, including the licensing and meal plans fee calculations, daily rates calculations, third party billing, dishonored checks, refunds, etc.
• Prepare monthly operating schedules for the work of student business services unit of the HDCS Financial Services department
• Oversee work of Account and Data Support coordinators, provide them with necessary supports and training;
• Responsible for maintaining effective working relationships with staff, faculty, students, and general public in providing or obtaining information regarding requests that need to be responded to by interpreting the policies and procedures;
• Develop, recommend, and evaluate operations and fee collection procedures;
• Ensure compliance with the University policies & procedures in regards to cashiering operations. Provide customer service to the students and campus community;
• Act as a liaison with the Bursar’s Office on the questions related to the refunds, third party contract and campus-wide policies and procedures.

 

ADMINISTRATION OF ACCOUNTS

• Facilitate the student housing past due process; send out the past due and other notices to the students. Facilitate the application of late and other fees to the student accounts. Coordinate the physical serving of the 3-day Pay or Quit, or other notices; send out the payment due reminders and other communication to the students;
• Review student accounts and identify open obligations to which eligible housing refund amounts should be applied. Process student refunds using the Campus Solutions student financials refund module; coordinate student holds through Campus Solutions;
• Oversee and coordinate third-party contract billing for housing student residents. Act as a liaison with the agencies that provide financial assistance to the students;
• Create and maintain PeopleSoft Campus Solutions module item types; maintain Transact Payments system

item types for the Student Housing program;

• Collaborate with the Student Housing office on defining the monthly installment periods for calculating the daily rooms and meals charges on the student accounts;
• Provide comprehensive counseling to students who have financial difficulties and recommend plan or action in accordance with policies and procedures.

 

RECONCILIATION OF ACCOUNTS AND FINANCIAL REPORTING

• Prepare complex reconciliations of the student accounts, prepare the delinquency and miscellaneous reports for review and decision making;
• Administer computerized account records and ensure consistency of data between StarRez and CS;
• Send the StarRez transaction files to the Bursar’s Office for posting to Campus Solutions and General Ledger daily; reconcile and address discrepancies and system errors that emerge after file is processed;
• Coordinate fiscal-year end closing of approximately 4,500 student accounts, including processing security deposit refunds and necessary adjustments;
• Utilize the knowledge of system tools, such as query builders in CS and StarRez to assist with querying of databases and reporting

Other Duties As Assigned

 

Minimum Qualifications

Under general direction, performance of administrative and/or program leadership in a large and/or complex
organizational unit with broad impact. Required to assess, formulate, and evaluate the impact of recommended or implemented policies from a strategic and operational perspective. Work requires regular participation in planning and development activities and, as required, independent determination of methods to meet
programmatic or administrative goals.

♦ Influence over key objectives and longer term goals of an organizational unit and/or program with high visibility or broad impact within and outside the organization.
♦ Independent determination of approaches to project and priorities. Work is reviewed against overall goals and objectives, with full accountability for results.
♦ Use of appreciable judgment in the development of policies and procedures related to issues frequently not covered by existing policies and procedures. Precedents and policies to guide development activities may be available for reference.
♦ Use of appreciable ingenuity and innovation to conceive of new approaches and solutions to address complex problems and issues.
♦ Serve as the primary contact for the program, specialty, and/or organizational unit. May manage relationships with outside entities or agencies and manage sensitive information and situations.
♦ May oversee day-to-day program or organizational unit operations and provide lead work direction to other professional or administrative staff, with accountability for results

Preferred Qualifications

•  Bachelor’s degree in Accounting or Business Administration.
•  Knowledge of generally acceptable accounting principles and income statement/balance sheet accounts reconciliation.
•  Ability to use initiative and judgment in analyzing information and determining a course of action within the specifications of standard practices and established guidelines.
•  Subject matter expert in Campus Solutions, StarRez, CashNet and Peoplesoft.
•  Ability to organize, prioritize multiple tasks and complete a high volume workload to meet various deadlines.
•  Ability to work independently and follow policies and procedures;
•  Ability to communicate confidential information with sensitivity and discretion;
•  Ability to review financial documents for accuracy, completeness, validity, and adherence to standards;
•  Strong organizational skills and attention to detail.

Required License/Certification

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 Revised July 21, 2017 as a condition of employment.

Environmental/Physical/Special 

This position may be required to work nights and/or weekends.

Pre-Employment Requirements

This position requires the successful completion of a background check.

Eligibility to Work

Applicants must be able to provide proof of US Citizenship or authorization to work in the United States, within three business days from their date of hire.

Benefits

Threaded through our Total Compensation package is a commitment to Bridging Life's Transitions.  SF State is committed to providing our employees with a comprehensive program that rewards efforts that are appreciated by your colleagues, students and the customers we serve.

We offer a competitive compensation package that includes Medical, Dental, Vision, Pension, 401k, Healthcare Savings Account, Life Insurance, Disability Insurance, Vacation and Sick Leave as well as State Holidays and a dynamic Fee Waiver program, all geared towards the University's commitment to attract, motivate and retain our employee.

CSUEU Position (For CSUEU Positions Only)

Eligible and qualified on-campus applicants, currently in bargaining units 2, 5, 7, and 9 are given hiring preference.

Additional Information

SF STATE IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (i.e. H1-B VISAS).

Thank you for your interest in employment with California State University (CSU).  CSU is a state entity whose business operations reside within the State of California.  Because of this, CSU prohibits hiring employees to perform CSU-related work outside of California with very limited exception.  While this position may be eligible for occasional telework, all work is expected to be performed in the state of California, and this position is assigned to on-campus operations.

CSU strongly encourages faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19 or declare a medical or religious exemption from doing so.  Any candidates advanced in a currently open search process are encouraged to comply with this requirement. The systemwide policy can be found at https://calstate.policystat.com/policy/9779821/latest/ and questions may be sent to hrwww@sfsu.edu.

The Human Resources office is open Mondays through Fridays from 8 a.m. to 5 p.m., and can be reached at (415) 338-1872.

Please note that this position, position requirements, application deadline and/or any other component of this position is subject to change or cancellation at any time.

*SFSU INTERNAL APPLICANTS ONLY*