Cashier Lead/Student Account Specialist (Administrative Analyst/Specialist, Exempt I) - Bursar's Office (504717)

  • Cal State University (CSU) San Francisco
  • San Francisco, California
  • Oct 31, 2021
Full Time Accounting and Finance Administrative Analysis and Research Clerical and Administrative Support Education and Training

Job Description


Working Title

Cashier Lead/Student Account Specialist

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 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

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.


Bursar's Office

Appointment Type

This is a one-year probationary position.

Time Base

Full-Time (1.0)

Work Schedule

Monday through Friday; from 8:00am to 5:00pm

Anticipated Hiring Range

$4,606 to $4,897 per month ($55,272 to $58,764 annually)

Salary is commensurate with experience.

Position Summary

The Bursar's Office Administrative Analyst - Lead Cashier will provide administrative and analytical responsibilities supporting the Bursar's Office operations, especially in satellite cashiering office located at the Student Services Building. The duties include overseeing the day-to-day One Stop service, analysis, reporting and evaluation of the counter services in support of the University's objective of "User Friendly" environment. Responsibilities also include implementation of the different programs and enhancements of systems in support of existing and emerging changes to policies and procedures. The incumbent will lead work direction, training, provide guidance in

maintaining cash control policies and procedures, and evaluation of information that requires ingenuity in developing solutions. The incumbent is directly responsible in managing and coordinating cashiering operations and fee collection requirements for various campus programs. They will be required to formulate, assess and evaluate the impact of recommended and/or implemented policies from an operational perspective, directly participate in the planning and development of cashiering operations activities and convey independent approaches to completing priorities. Administrative work will further include recommendation in the selection and staff

recruitment, and evaluation of staff work.

The incumbent is responsible for advising and counseling students in all aspects of student financial services, including installment payment plans, fee deferment, withdrawal process, fee payment petitions, fee payment deadlines, refund requests, dishonored payments, and third party billing. Other services include departmental deposits, management of online fee payments using credit cards and eChecks, petty cash reimbursement and replenishments, un-cleared collections processing

and direct payment requests and timely submissions/mailing of 1098-T and other CSU/State reporting requirements. The incumbent provides guidance in maintaining strict adherence to cash control policies and procedures according to ICSUAM.

Responsibilities will require interaction within and outside of the university campus involving financial and banking services, including closely working with stakeholders in Student Success and Student Financial Services.

The incumbent will also act as back-up to the Associate Bursar of Cashiering Operations for processes including charge and adjustment processes in Campus Solutions, supporting the Administration (Main) Office with their daily procedures and transactions, and assisting with the Collections process.

Position Information
  • Oversee Satellite Cashiering Operations at Student Services Building (SSB) - The incumbent will be directly responsible for planning, coordinating and administering the Satellite cashiering activities and programs related to fee payments. The incumbent, under general direction, performs complex student services professional work with emphasis on strict cash control compliance and fee payment regulations. The incumbent will recommend policy/procedure change within and outside the area of assignment.
  • Counsel and advise students on fee payments policies and procedures -Effectively problem solve student inquiries and concerns by conducting research involving other departments involved and/or review of the ICSUAM, to find resolution with consideration of both the student and campus's best interests.
  • Other duties as assigned

Minimum Qualifications
  • 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.
  • Thorough knowledge of policies, procedures, and outside regulations pertaining to the applicable program and/or administrative specialty.
  • Working knowledge of operational and fiscal analysis and techniques.
  • Ability to take initiative and independently plan, organize, coordinate, and perform work in various situations where numerous and diverse demands are involved.
  • 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.
  • Expertise in investigating and analyzing problems with a broad administrative impact and implications.
  • Ability to anticipate problems and address them proactively.
  • 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.

Preferred Qualifications
  • Requires a bachelor's degree or equivalent training and administration work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies procedures, practices or programs.
  • Have thorough knowledge and ability to apply extensive expertise to complex programs and/or administrative duties, including pertinent laws, regulations, policies and procedures i.e. CSU, Title V, SAM and SUAM.
  • Knowledge of the principles, problems, and methods of public and business operations especially in higher education - business area/bursar's office.
  • Ability to understand problems from a broad, interactive perspective and the underlying principles to conceive of and develop strategic solutions.
  • Good written and verbal communication skills to direct the activities of workers/co-workers. Ability to make decisions and find alternative solutions to problems. Motivate and provide training to employees.
  • Analyze and evaluate operational policies and procedures and recommend changes for further enhancement.
  • Interpret and apply policies and procedures independently, and use judgments and discretion to act when precedents do not exist.
  • Provide comprehensive advisement to students who have financial difficulty and recommend measures to adjust payment schedules and/or seek financial assistance.
  • Monitor and analyze different programs such as installment fee payment plans, financial aid repayments, third party billing and food voucher.
  • Ability to work on multiple projects and tasks.


Typical office environment, equipment and tasks; work with computer terminals; may be required to

carry heavy material; to perform under pressure of deadlines and other demands; extended work days

may be required.

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.


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

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

Additional Information


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.

Closing Date/Time: September 6, 2022

Job Address

San Francisco, California 94132 United States View Map