University Bursar

Job Summary

Under the general direction of the Senior Associate Vice President of Finance and Business Services, the University Bursar manages and directs the operations of the Bursar's Office in order to provide exceptional customer service in all aspects of Student Financial Services and University Collections. Manage all phases of the Student Accounts, Cashiering Services, Collections, Tower Card (University ID Card Program), and Systems Support for Student Information System, CASHNet, ECSI, etc., within the guidance of the University's mission and strategic plan. The position interprets and applies complex federal, state, local, banking, university and other fiscal regulations for compliance.

The University Bursar develops departmental long-range planning, conducts assessments of the impact of new programs to the university students and community, develops policy, and implements programs with consideration of compliance and audit issues. As the University Bursar, the incumbent is expected to demonstrate organizational awareness, establish and maintain effective working relationships, mitigate risk where appropriate through knowledge of policies and procedures, think globally, and adapt to changing priorities, situations, and demands. The incumbent will look for ways to promote quality and continuous improvement. As a member of the Finance and Business Services (FABS) Leadership Team, the University Bursar is responsible for leading, guiding, developing, coordinating and ensuring the completion of all tasks, projects, and administrative mandates necessary to achieve department, division, and University goals. The Bursar is also responsible for developing broad and collegial relationships with key stakeholders throughout the University, the CSU and external customers.

Key Responsibilities

• Directs the operations of the Bursar's office, including Cashiers and Tower Card, and maintains effective policies and procedures to assure the accountability and security of all university cash transactions and student financial records
• Assists with the preparation of fiscal year-end close pertaining to tuition and fees
• Prepares and maintains all tuition/fee invoicing tables, assessment rules and billing modules in the Student Financial System for the calculation of student charges as mandated and in accordance with state and campus guidelines
• Responsible for overseeing student delinquent accounts collections
• Manages all student related third-party invoicing related to the collection processes
• In conjunction with the Financial Aid Office, assure all disbursements of federal funds are in compliance with the US Department of Education Federal regulations
• Maintains procedures for efficient processing of student refunds and to assure continuing compliance with federal and state regulations
• Responsible for generating, reviewing and annually filing federal 1098T Tuition Statements with the IRS
• Develops and implements departmental standards, processes and acquires appropriate technology for the acceptance of credit card payments across campus locations in accordance with changes in the Payment Card Industry Data Security Standard (PCI DSS)
• Ensures accountability of daily university deposits in accordance with departmental guidelines and performs various audits of deposits and supporting documentation
• Review the cash handling of satellite cashiering operations on the campus in preparation for external audits
• Identify cash handling appropriate for E Market and make recommendations for changes, identify be incorporated into course fees related to registration
• Establishes and implements short- and long-range organizational goals, objectives, strategic plans, policies, and operating procedures; monitors and evaluates programmatic and operational effectiveness, and effects changes required for improvement
• Identifies and determines cause of problems; develops and presents recommendations for improvement of established processes and practices; initiates and implements plans to solve problems
• Provides leadership and vision for technological advancement to meet the operational needs for best business practices; make sound decisions for discretionary issues that are elevated to the Director's level; assess the needs for staffing while positions are vacant or during peak periods to assure tasks are completed, voice mails and emails are responded to timely, and assure full cross training is in place at all times
• Facilitates an environment that motivates, empowers, and inspires commitment from employees
• Supervisory responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems
• Ensures completeness, accuracy and timeliness of all operation functions.
• Develops, communicates, and maintains guidelines and procedures to support the functions of the Bursar Office and Tower Card program
• Conducts weekly planning meetings with direct reports to set and meet goals; conduct monthly staff meetings to provide up-to-date information on new policies and programs; work closely with staff to strategically plan events; plan and approve expenditures for Bursar's & Tower Card budget, and mentor/coach employees to achieve goals
• Recommends initiatives and changes to improve quality and services for unit/department/division/college
• Maximizes productivity through use of appropriate tools; develops resources that create timely and efficient workflow; develops and recommends budget
• Presents new programs and changes to the campus community resulting from the Bursar's Office
• Participates in annual Frosh and Transfer orientations and evening workshops educating students and parents of the electronic features Bursar's Office offers

Knowledge, Skills & Abilities

• Thorough knowledge of Federal financial aid regulations for the disbursement of funds, collection techniques, cash management practices, personnel management techniques, business management and accounting principles and procedures
• Ability to set vision and establish strategy for the Bursar's Office
• Working knowledge of higher education financial software systems
• Ability to interpret and apply applicable rules, regulations, policies and procedures, and analyze situations accurately to adopt effective courses of action
• Ability to learn state, California State University, and SJSU policies and procedures applicable to student fees, financial aid, banking regulations
• Ability to effectively manage and evaluate the work of staff; assign duties and responsibilities; oversee the work assignments to ensure work is done accurately and timely; and provide personnel development
• Ability to define problems, collect data, establish facts, draw valid conclusions and prepare clear, concise reports
• Ability to lead business meetings in an organized fashion and be a Project Leader
• Ability to maintain personal composure in high stress situations as well as establish and maintain effective working relationships with others
• Ability to empower and motivate employees to reach top performance as well communicate a vision and strategy
• Excellent oral and written communication skills
• Ability to effectively establish and maintain cooperative working relationships within a diverse multicultural environment
• Ability to work effectively with diverse populations and avoid harassing and/or discriminatory behavior
• Maintains contact with customers and solicits feedback for improved services
• Ability to communicate with constituents in a professional and respectful manner

Required Qualifications

• Bachelor's Degree in Finance, Accounting, or Business
• Seven or more years of full-time progressively responsible experience in the administration of student disbursements and accounting, collection or cashiering functions
• Experience must include at least 4 years in a managerial role

Preferred Qualifications

• California State University experience in administration of student financial aid accounting, collection or cashiering functions
• Supervisory accounting experience in higher education
• Experience with automated financial and student information systems involving relational databases
• Experience with Higher Education Student Financial systems and/or PeopleSoft applications
• Experience managing large complex projects

Compensation

Classification: Administrator III
Anticipated Hiring Range: $12,161/month - $12,769/month
CSU Salary Range: $6,563/month - $21,066/month

The final hiring salary will be commensurate with experience.

San Jose State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary. For more information on programs available, please see the Employee Benefits Summary.

Application Procedure

Click Apply Now to complete the SJSU Online Employment Application and attach the following documents:

• Resume
• Letter of Interest

All applicants must apply within the specified application period: August 19, 2024 through September 3, 2024. This position is open until filled; however, applications received after screening has begun will be considered at the discretion of the university.

Contact Information

University Personnel
jobs@sjsu.edu
408-924-2252

CSU Vaccination Policy

The CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measures established by each campus. The system wide policy can be found at https://calstate.policystat.com/policy/9779821/latest/ and questions may be sent to jobs@sjsu.edu.

Additional Information

Satisfactory completion of a background check (including a criminal records check) is required for employment. SJSU will issue a contingent offer of employment to the selected candidate, 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 offered the position on a contingent basis.

The standard background check includes: criminal check, employment, and education verification. Depending on the position, a motor vehicle and/or credit check may be required. All background checks are conducted through the university's third-party vendor, Accurate Background. Some positions may also require fingerprinting. SJSU will pay all costs associated with this procedure. Evidence of required degree(s) or certification(s) will be required at time of hire.

SJSU IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (e.g. H1-B VISAS)

All San Jose State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Incumbent is also required to promptly report any knowledge of a possible Title IX related incident to the Title IX Office or report any discrimination, harassment, and/or retaliation to the Office of Equal Opportunity.

Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Housing Fire Safety Notification:

Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at https://www.sjsu.edu/clery/docs/SJSU-Annual-Security-Report.pdf. The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and Sexual Assault prevention information, and information about drug and alcohol prevention programming. The ASR also contains statistics of Clery crimes for San Jose State University locations for the three most recent calendar years. A paper copy of the ASR is available upon request by contacting the Office of the Clery Director by phone at 408-924-1501 or by email at clerycompliance@sjsu.edu.

Pursuant to the Higher Education Opportunity Act, the Annual Fire Safety Report (AFSR) is also available for viewing at https://www.sjsu.edu/clery/docs/SJSU-Annual-Fire-Safety-Report.pdf. The purpose of this report is to disclose statistics for fires that occurred within SJSU on-campus housing facilities for the three most recent calendar years, and to distribute fire safety policies and procedures intended to promote safety on Campus. A paper copy of the AFSR is available upon request by contacting the Housing Office by phone at 408-795-5600 or by email at uhs-frontdesk@sjsu.edu.

Campus Security Authority - In accordance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act (Clery Act) and CSU systemwide policy, this position is subject to ongoing review for designation as a Campus Security Authority. Individuals that are designated as Campus Security Authorities are required to immediately report Clery incidents to the institution and complete Clery Act training as determined by the university Clery Director.

Equal Employment Statement

San Jose State University (SJSU) is an Equal Opportunity/Affirmative Action employer committed to nondiscrimination on the basis of age, ancestry, citizenship status, color, creed, disability, ethnicity, gender, genetic information, marital status, medical condition, national origin, race, religion or lack thereof, sex, sexual orientation, transgender, or protected veteran status consistent with applicable federal and state laws. This policy applies to all SJSU students, faculty and staff programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus).

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