Lead Financial Analyst

Working Title:  Lead Financial Analyst

Department Name: Student Financial Services

Division: Administration and Finance

Classification Title: Administrative Analyst/Specialist, Exempt I

The first review date is August 14, 2024, and the Position will remain open until filled.

Classification Salary Range: $4,598 - $8,318 per month 

The anticipated hiring range for this position is $6,800 - $7,084 per month.

The final salary is dependent upon qualifications and experience.

About the Department/Position:

Under the general supervision of the Manager of Student Financial Services, the Lead Financial Analyst is responsible for providing support and assistance to Student Financial 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.

Special Working Conditions: Hybrid schedule is available and extended hours may be required during peak periods.

 Overview of Duties and Responsibilities:

• Prepares, analyzes, and interprets financial reports for all student account 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.


• Work closely with end-users and internal customers to ensure the integrity of the application and data stored in the system.


• 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.


• Provide lead work direction to administrative staff and assist with training and development.


• Create reporting tools (queries and reports) to support cashiering, student refunds, collection, and accounts receivable reconciliation.

Minimum Qualifications:

• 
  

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

  
  


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

 Knowledge, Skills, and Abilities:

• 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. Specifically in Excel.


• Ability to review financial documents


• Ability to apply accounting procedures and practices to the analysis of basic accounting problems


• 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.


• 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.

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 in ensuring compliance with policy, procedures, and internal controls; demonstrated leadership skills; experience with computerized accounting software and Microsoft Office
  products.

  
  


• 
  

  Experience using PeopleSoft Student Financials and Transact 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.

  
  

 To view the full position description, click “Position Description” above.

General Information:                           

• Satisfactory completion of a background check (including a criminal records check) is required for employment. Failure to satisfactorily complete the background check may affect the application status of applicants or the continued employment of current CSU employees who apply for the position.


• In accordance with the California State University (CSU) Out-of-State Employment Policy, the CSU is a state entity whose business operations reside within the State of California and prohibits hiring employees to perform CSU-related work outside of California.


• The CSU system offers a competitive total compensation benefits package for employees and qualifying dependents, including medical, dental, vision, retirement, and tuition assistance. It is our goal to compensate employees equitably and fairly. You can access a full description of our benefits here.

Closing Statement

California State University, Dominguez Hills, is strongly committed to achieving excellence through a diverse workforce. Individuals with disabilities requesting accommodations under the Americans with Disabilities Act (ADA) may call the Human Resources Office at (310) 243-3771.

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.

Employees at California State University, Dominguez Hills shall abide by the Nondiscrimination Statement.