Student Financial Services Manager

Job Description:

Student Financial Services Manager

Description

• • Position Summary
  • Full-time position available on or after March 2, 2026 in Financial Services.
    
    Under the general direction of the Associate Vice President for Financial and Support Services, the Student Financial Services Manager oversees the comprehensive administration of the university’s financial resources within Student Financials and Cashiering operations. As a key member of the Financial Services team, the Manager provides leadership, oversight, and strategic advisement to ensure the accuracy, integrity, and compliance of financial processes with California State University (CSU), State of California, GASB, FASB, and GAAP standards.
    
    This position manages essential financial systems, including PeopleSoft Student Financials and Transact (formerly CASHNet) with its EMarketplace component, ensuring effective system integration with the general ledger. The Manager supervises professional and technical staff, directs accounting transactions, oversees federal financial aid disbursements, and manages cash handling, collections, and reconciliation functions. Additionally, the Manager serves as a subject matter expert in student financial accounting, develops and implements cash management policies and internal controls, and ensures the safeguarding of university financial assets in compliance with internal and external regulations.
    
    
  • Job Duties
  • Duties include but are not limited to:
    • 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.
  • Minimum Qualifications
  • Education: Bachelor’s degree in accounting, business administration or closely related field or equivalent experience.
    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 Qualifications
  • • 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.
  • Knowledge, Skills, Abilities
  • • Strong leadership, communication (written and oral), and analytical skills. Must be able to establish and
      maintain effective working relationships within a diverse multicultural environment.
    • Ability to work collaboratively to lead and motivate others.
    • Working knowledge of governmental accounting methods and related laws, rules, and regulations.
    • Ability to work within the CSU systemwide financial system (PeopleSoft) or equivalent.
    • Ability to work with various reporting tools, including dashboard reporting and query tools.
    • Ability to interpret and apply Governmental Accounting Standards Board (GASB), Financial Accounting Standards Board (FASB), Generally Accepted Accounting Principles (GAAP), federal, state, California State University standards, campus policies and procedures or equivalent.
    • Extensive knowledge of Microsoft Office suite of products.
    • Ability to analyze problems, apply strategic thinking and provide solutions.
    • Possess excellent customer service skills to enhance the value of Financial Services to the campus community.
    • Ability to manage and direct the day-to-day operations of an accounting, accounts receivable, and cashier team.
    • Ability to work independently, be self-motivated, highly productive and a problem solver.
    • Ability to change priorities when needed to meet changing and overlapping deadlines.
    • Possess strong organizational and time management skills.
    • Experience working with and responding to internal and external local, state, and federal auditors.
    • Ability to acquire and appropriately apply knowledge of university systems (e.g., General Ledger, Billing and Receivables, Cash receipts, Data Warehouse query language, ancillary systems supporting the university and auxiliary organizations).
    • Ability to maintain a consistent schedule of meeting daily, weekly, monthly, quarterly, and annual deadlines.
    • Ability to lead, direct, and work compatibly with others to identify and resolve issues and complete tasks and projects.
  • Salary Range
  • Anticipated starting salary will be $$6,412 - $8,550 per month plus excellent paid benefits. Salary will depend on the qualifications of the successful finalist.
    
    
  • Compensation & Benefits
  • Commensurate with qualifications and experience. As a member of the 23-campus CSU System, we offer an extremely competitive benefits package that includes, but is not limited to, outstanding vacation, health, dental, and vision plans; a fee waiver education program; membership in the California Public Employees Retirement System (PERS); and 15 paid holidays a year. Link to Benefits Summary: CSU Employee Benefit Summary
    
    
  • How to Apply
  • To be considered, qualified candidates must submit a completed Stanislaus State online employment application, cover letter, and resumé. Applications are accepted electronically only. Please note that failure to completely fill out each section of the online application may result in your application not receiving consideration. To apply online, please click the “Apply Now” button on this page.
  • Application Deadline
  • OPEN UNTIL FILLED; SCREENING TO BEGIN ON OR AFTER JANUARY 12, 2026. (Applications received after the screening date will be considered at the discretion of the university.)
    
    
  • Criminal Background Clearance Notice
  • Satisfactory completion of a background check (which includes checks of employment records, education records, criminal records, civil records; and may include motor vehicle records, professional licenses, and sex offender registries, as position requires) is required for employment. CSU 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. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.
    
    
  • Additional Information
  • Campus & Area
    California State University, Stanislaus serves the San Joaquin Valley and is a critical educational resource for a six-county region of approximately 1.5 million people. The University is fully committed to creating a culture of diversity and inclusion - one in which every person in the University community feels safe to express their views without fear of reprisal. Widely recognized for its quality academic programs, the University has 10 nationally accredited programs and 662 faculty members. 94 percent of full-time faculty holds doctorates or terminal degrees in their fields. The University offers 43 undergraduate majors, 16 master's programs, 7 post-graduate credentials, a doctorate in education and serves more than 10,000 students. New instructional facilities have been built for the unique pedagogy of professional programs, laboratory sciences and performing arts.
    
    Stanislaus State continues to receive national recognition with its ranking as one of the best 384 colleges in the nation by The Princeton Review. The University was one of 12 public universities in the nation to be recognized by the American Association of State Colleges and Universities for demonstrating exceptional performance in retention and graduation rates. In addition, U.S. News and World Report ranks Stanislaus State in its top 10 among public universities in the West, while Washington Monthly honored Stanislaus State as the West’s No. 1 university for the money. Stanislaus State also is recognized as a Hispanic-Serving Institution (HSI) by the U.S. Department of Education.
    
    Clery Act Disclosure
    
    Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the annual security report (ASR), is now available for viewing at https://www.csustan.edu/annual-campus-security-report . The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Stanislaus State for the previous three years. A paper copy of the ASR is available upon request by contacting the office of the Clery Director located at One University Circle, Turlock, CA 95382.
    
    Equal Employment Opportunity
    
    The university 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. All qualified individuals are encouraged to apply. 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, revised 7/21/17, as a condition of employment.
    
    Applicants requiring necessary accommodations to the application process may contact the Human Resources Department at (209) 667-3351. California Relay Service is available at (800) 735-2922 voice and (800) 735-2929 TDD. As a federal contractor, we are committed to attracting a diverse applicant pool. Please consider completing the Voluntary Self-Identification of Disability form (your response will not be shared with the search committee) at: Voluntary Self-Identification of Disability PDF Form .
    
    CSU Stanislaus hires only individuals lawfully authorized to work in the United States. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
    
    The CSU is a state entity whose business operations reside within the State of California. The CSU prohibits hiring employees to perform CSU-related work outside California.
    
  • The individuals who appear to be the best qualified for this position will be contacted by telephone or email for an interview.
    
    INFORMATION CONTAINED IN THIS ANNOUNCEMENT MAY BE SUBJECT TO CHANGE WITHOUT NOTICE
    
    

Advertised: Dec 22 2025 Pacific Standard Time
Applications close: