Lead Financial Analyst
Job No: 541702
Work Type: Staff
Location: Dominguez Hills
Categories: Unit 9 - CSUEU - Technical Support Services,
Finance/Accounting, Probationary, Full Time, Telecommute eligible
(work onsite as scheduled and/or as requested and telecommute as
scheduled)
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
maint
Location: Carson, CA
Posted: Oct. 30, 2024, 4:10 a.m.
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