Financial Services Representative - University Cashiers

Job Summary

This position is responsible for performing, either independently or in conjunction with other Student Financial Services staff, a wide range of general and/or specialized administrative, technical, and analytical duties in direct support of the University Cashiers, and in connection with other related support offices such as Financial Aid and Payroll Services. This position will generally be supervised by and take direction from the Assistant Director of Student Financial Services, but may also take direction from the Director of Student Financial Services.

Department Summary

As a section of the University Financial Services (UFS) Department, Student Financial Services is responsible for charging, collection, receipt, and reporting of all student fees in accordance with state, CSU, and University policies. Student Financial Services includes the operations of Student Accounts and University Cashiers. In addition to responsibility for student fees, Student Financial Services is responsible for ensuring the proper receipting and safeguarding of payments and deposits made to the University, administration of payroll and student refund disbursements, and accounting for student’s financial activities in accordance with federal, state, CSU, and University policies. Student Financial Services plays an integral role within the University’s finance group, as well as in many of the accounting functions. Because of this relationship, Student Financial Services is responsible for providing critical University accounting information for use in other finance areas and must also interact and perform duties with other finance areas in order to gather accounting information, perform reconciliations, and resolve problems.

Key Qualifications

• Ability to apply accounting procedures and practices to the analysis of basic accounting problems, the ability to analyze and interpret basic accounting data, and to apply problem solving techniques in finding solutions to basic accounting problems.
• Ability to review financial documents for accuracy, completeness, validity, and adherence to standards.
• Ability to resolve problems via the application of departmental procedures.
• Ability to post transactions or other repetitive entries rapidly and accurately, and the ability to independently identify, trace and correct any errors that may occur.
• Demonstrated ability to use tact and diplomacy to effectively handle a broad range of high level and sensitive interpersonal situations with diverse personalities, and to respond appropriately to conflicts and problems.

Education and Experience

• Equivalent to three years of progressively responsible financial record-keeping experience which has provided the above knowledge and abilities.
• Any equivalent combination of education and experience which provides the required knowledge and abilities.

Salary and Benefits

Anticipated Hiring Range: $54,000 - $62,000 Per Year

Classification Range: $46,464 - $77,136 Per Year

Factors in determining the appropriate compensation for a role include experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Anticipated Hiring Range referenced in the job posting is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Classification Range may be broader than what the University anticipates paying for this position, based on internal equity, budget, and collective bargaining agreements (when applicable).

Cal Poly offers a best-in-class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees. See our benefits website for additional information.

Cal Poly

Cal Poly is a nationally-ranked public university located in San Luis Obispo, California, and known for its Learn by Doing philosophy. Each year more than 20,000 top-tier students come to San Luis Obispo to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities and the built environment. Cal Poly’s hands-on philosophy, small class sizes and close student-faculty mentorships result in graduates ready from day one to impact their communities, California and the world. For more information, visit calpoly.edu .

Equal Opportunity and Excellence in Education and Employment

This position is open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, Cal Poly provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. Cal Poly complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California’s Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU’s Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices.

Cal Poly is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At Cal Poly, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all.

Supplemental Information

Satisfactory completion of a background check (including a criminal records check) is required for employment. Cal Poly 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. Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.

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 as a condition of employment.

Cal Poly, San Luis Obispo is not a sponsoring agency for staff or management positions. Applicants for staff and management positions must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Positions are posted for a minimum of 14 calendar days.

Advertised: May 19 2025 Pacific Daylight Time
Applications close:

• 

• California Polytechnic State University

• 805-756-2236

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