California State University, Stanislaus · 12 hours ago
Student Financial Services Manager
Turlock, CA
Full-time
Onsite
Senior Level
$6,412/mo - $8,550/mo
5+ years expCalifornia State University, Stanislaus is a critical educational resource for the San Joaquin Valley. The Student Financial Services Manager oversees the administration of financial resources within Student Financials and Cashiering operations, providing leadership and ensuring compliance with financial processes.
Education
No H1B
Responsibilities
Coordinate and communicate student financial testing and development for academic term calendar implementation, including but not limited to coordination with Financial Aid and Enrollment Management areas for related processes, due dates, billing dates, refund schedules, and installment payment plan timelines
Coordinate student fees and related changes for enrollment periods in PeopleSoft, including mandatory fees and cost-of-living adjustments (COLA)
Advise and provide input for new or revised student fees to ensure compliance with CSU and campus fee policies
Oversee the preparation and processing of federal financial aid disbursements
Oversee and participate in testing, implementation, and maintenance of student financial, financial aid, enrollment, miscellaneous receivables, and billing modules for upgrades, patches, new releases, and new subsystems
Monitor subsystem and ancillary system feeds to the general ledger; identify and resolve errors
Oversee student loan programs and collection processing of past-due student fees and payment plans
Conduct monthly review and approval of reconciliations for student-related general ledger accounts, including but not limited to student receivables, liabilities, financial aid funds, and journal entries
Manage month-end and year-end close processes, including billing, receivables, write-offs, refund processing, revenue recognition, journal entries, reconciliations, and related financial reporting
Ensure integrity of subsystem data through monthly validation reports and other integrity controls
Serve as lead administrator for Transact (CASHNet) systems, including setup, upgrades, testing, and issue resolution
Manage daily monitoring of system feeds and problem analysis
Oversee campuswide EMarketplace setup, design, testing, functionality, and ongoing maintenance
Collaborate with campus departments to ensure EMarketplace design, functionality, and tax compliance
Monitor EMarketplace activity for compliance with applicable rules, regulations, policies, and procedures
Prepare monthly reporting on credit card fees and sales tax related to EMarketplace use
Coordinate with University Communications for related web development and content updates
Ensure accurate posting and deposit of university and auxiliary receipts to appropriate bank accounts
Oversee daily receipt reconciliations and safeguard university cash assets to ensure accuracy in student and financial systems
Develop and recommend policies and procedures for all cash handling operations, ensuring consistent internal control application
Conduct cash handling security audits, provide training, and implement corrective actions as needed
Review and update campus cash management practices, including cashiering satellite site visits, training, internal reviews, and reconciliations, ensuring timely corrective actions
Provide guidance and service to the campus on cash matters and related reporting
Distribute payroll advances and paychecks to students and employees provided by Human Resources/Payroll
Provide day-to-day supervision of staff
Hire, train, supervise, and evaluate personnel
Determine long-range university needs related to student financials, Transact (CASHNet), miscellaneous receivables, and billing
Serve as a member of the Financial Services Management Team
Attend and participate in division and departmental meetings
Serve on campus and systemwide committees, including but not limited to the Student Fee Advisory Committee (SFAC) and Instructionally Related Activity (IRA) Committee
Provide recommendations and oversight for student disenrollment processes in coordination with Enrollment Services and divisional leadership
Coordinate and supervise Student Financials customer service operations, including phone and in-person inquiries, collections, student account analysis, and new student orientation sessions
Address escalated student financial issues requiring higher-level intervention
Oversee reporting for all areas of student financials, including but not limited to: o Fee waivers o Federal student loans o Financial aid reporting o Student Involvement and Representation Fee (SIRF) o Annual fee report required by the Chancellor’s Office o Federal Fiscal Operations Report and Application to Participate (FISAP) o Federal Schedule of Expenditures of Federal Awards (SEFA) – student/financial aid portion o Federal Integrated Postsecondary Education Data System (IPEDS) – veterans portion o SFAC reporting and other campus requests
Manage student communications and tax-related reporting, including 1098-T forms, Perkins and Nursing Loans, and tax offset notifications
Maintain Student Financial Services webpages and documentation, including but not limited to Money Matters, student fees, and payment information
Ensure compliance with CSU, federal, and state financial regulations, audit requirements, and internal control standards
Coordinate and respond to internal and external audits, ensuring timely completion of corrective actions
Conduct campus training on miscellaneous accounts receivable, billing, and financial processes
Other duties as assigned
Qualification
Required
Bachelor's degree in accounting, business administration or closely related field or equivalent experience
Five years of progressive accounting, project management and/or ERP system development experience, preferably in a university setting
Successful experience supervising and leading operations for an accounting team and/or student financials team
Preferred
Experience working in the California State University (CSU) system or a comparable higher education institution
Minimum of three years of experience in higher education or governmental accounting or finance
Master's degree in accounting, finance, business administration, or related field, and/or current CPA license
Experience applying CSU, state, or federal financial regulations and requirements
Hands-on experience with PeopleSoft Student Financials, Transact (CASHNet), or similar enterprise financial systems
Proficiency using financial reporting and data analysis tools, such as PeopleSoft Query, Data Warehouse, or Power BI
Benefits
Outstanding vacation
Health
Dental
Vision plans
A fee waiver education program
Membership in the California Public Employees Retirement System (PERS)
15 paid holidays a year
Company
California State University, Stanislaus
California State University, Stanislaus is a public university in Turlock, California.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
John Rezendes
Director of Information Services & Client Services
Recent News
2025-12-11
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