Fiscal Technician

Lock Haven University
January 26, 2023
Contact:N/A
Offerd Salary:$41,917
Location:N/A
Working address:N/A
Contract Type:Permanent
Working Time:Full time
Working type:N/A
Ref info:N/A
Posting Details

Position Details

Posting Number S0624

Position Title Fiscal Technician Department Student Billing Bargaining Unit AFSCME Position Type Staff Full-time/ Part-time Full-time If Part-time, specify percentage Temporary/ Permanent Temporary Benefits

The Pennsylvania State System of Higher Education provides a comprehensive package of employer benefits to eligible employees and their enrolled dependent(s), which include:

  • Medical and prescription drug benefits.
  • Generous retirement plans, two options:

  • Alternative Retirement Plan (ARP)
  • State Employees' Retirement System (SERS)
  • Tuition benefits for employees and dependents.

  • Paid time off.
  • Employer-paid dental and vision benefits.
  • Employer-paid life insurance.
  • Voluntary insurances and additional retirement programs.
  • Specific benefits may vary based upon university, employee group and/or collective bargaining unit. Visit: https:// www. passhe.edu/inside/HR/syshr/healthcare/Pages/Summary-of- Benefits.aspx for additional information regarding benefits.

    To be eligible for most benefits, you must be a permanent, full-time employee (including temporary, full-time faculty with at least an academic year contract) or a permanent, part-time employee (including temporary, part-time faculty with at least an academic year contract) who is scheduled to work every pay period for at least 50% of full-time hours.

    FLSA Exempt Salary $41,917/annual in accordance with AFSCME CBA Work Hours 8:00 to 16:30 Work Schedule Mon. - Fri. Anticipated Start Date on or about February 13, 2023 Anticipated End Date none

    Position Summary Information

    Job Description Summary

    The home campus for this position is Lock Haven.

    Appointment: Temporary, full-time, 37.5 hours per week, anticipated 6 month appointment, may be renewed up to one year.

    The incumbent is responsible for performing clerical/accounting work involving the application of standard accounting principles and practices in reviewing and processing financial records and documents. Work includes maintaining bookkeeping records by posting and proving, classifying accounting documents prior to posting, and preparing prescribed financial reports.

    Essential Duties

  • Receive checks from agencies and organizations for various awards and scholarships. Examine student's account to verify charges that no changes have been made to the student's account or financial aid status. Monies are then applied to the unpaid balance of the student's account according to the terms of the scholarship or award. When there are no restrictions on the funds, the money is put towards any unpaid balance or refunded to the student.
  • Review and submit electronic files of delinquent students to the PA Attorney General's Office and third-party collection agencies for collection of student accounts from A through H. Assist those who have been submitted to the Attorney General's Office/third-party collection agency either in person, on the telephone and via email. This includes uploading the submission file to the respective website and downloading the payment file from the respective website, maintaining the information and verifying accuracy. Monitor and submit internal payments made to the AG/third-party collection agency and research any variances on accounts. Releasing holds after payment has been received in full either from the AG/third-party collection or in house. Review the amount and record the collection entries in SAP. Reconcile the collection agency reports to SIS, verify accuracy and investigate discrepancies.
  • Assist customers concerning delinquent accounts in person, on the telephone, and via email. This includes completion of Financial Obligation Form, applying delinquent payments, releasing temporary holds and establishing payment arrangements, both through the Financial Aid Office and individually with the student.
  • Analyze and prepare adjusts to student accounts to correct account issues.
  • Touchnet – Rehabilitation Payment Plan – administer plan setup and analyze enrollment, add/release service indicators, assist students with enrollment, establish due date and plan completion; prepare Acknowledgement of Financial Obligation for in-house agreements.
  • Trade Adjustment Assistant (TAA)/Central PA Workforce Development (CPWDC) – invoice program for tuition & books for each semester. Apply payment to account or refund student.
  • Share responsibility for receiving and processing all revenue received in the Student Billing Office, including cash receipt student payments.
  • Analyze the Federal Work Study fund center and calculate the drawdown of funds from G5 based upon student enrollment and drawdown funds. Information is used to formulate the yearly FISAP.
  • Analyze and post the State Work Study Program funds received in PA State Grant Account/record JE in SAP.
  • Preparation of bank deposit and related documents. Evaluate accounting transactions processed daily and make necessary adjusting entries to subsidiary ledgers.
  • Monitor Student Billing Office email responding to general emails and forwarding emails specific to other offices and employees' job responsibilities.
  • Provide main phone coverage as well as customer service counter coverage to assist internal and external customers with student account questions and concerns.
  • Prepare and send Right to Cancel Financial Aid Letters to students/parents within Cash Management guidelines according to Title IV Financial Aid regulations.
  • Prepare and send miscellaneous letters when requested by the student to their landlords, scholarship agencies, other higher education institutions, etc. to confirm registration and/or financial aid eligibility.
  • Assist the Student Billing Assistant Director in the maintenance of holds and/or late fees each semester and rebilling students upon withdrawal/termination/graduation when a balance is due.
  • Work with the Registrar's Office each semester to determine students who are a no show, assess holds on account prior to financial aid disbursement and release if cleared, final bill students if they are not attending and maintain reporting for review by the Student Billing Assistant Director and auditors at year end.
  • Work with the Student Billing Assistant Director in accounting for and invoicing PASSHE universities in course sharing and dual enrollment situations. Process would include calculating the amount due for the term by student, invoicing the university, recording receipt of payment and follow-up for non-payment. Process would also include payments owed by Commonwealth University for students enrolled at other PASSHE schools in a course sharing or dual enrollment program.
  • Other duties as assigned by management.
  • Specific Duties

  • In response to a customer inquiry, the Incumbent researches the status of the account and prepares a formal response. More complex issues are referred to a supervisor.
  • Monitors the Purchasing Card for the Student Billing Office and reconciles to information reported by card company.
  • Minimum Qualifications (Required Knowledge, Skills and Abilities)

  • One year as a Fiscal Assistant or three years of work involving the maintenance of fiscal or financial records, including one year of responsible work which involves the application of accounting or fiscal principles and practices; and graduation from high school; or one year of experience in maintaining and reviewing fiscal records and an Associate degree in accounting or business administration;
  • or

    Any equivalent combination of experience and training.

  • Considerable knowledge of bookkeeping principles and practices.
  • Ability to perform detailed work with written and numeric data and to make arithmetic calculations rapidly and accurately.
  • Ability to prepare routine and procedural financial reports. Ability to apply established methods to financial transactions.
  • Ability to establish and maintain effective working relationships with students and staff.
  • Preferred Qualifications

    Physical Demands

    1. Sitting – 80%; walking – 10%; standing – 10%

    2. Working indoors – 95% and Outdoors (for errands) – 5%

    3. Frequent lifting of objects weighing less than 5 pounds

    4. Occasional lifting of objects weighing 25 pounds.

    5. Reaching for objects at, above and below shoulder

    6. Occasionally twisting at waist, and stretching to reach objects

    7. Basic math skills and reading skills including understanding written documents

    8. Writing skills in preparing and organizing documents

    9. Sensory skills, i.e. visual, hearing, and speaking

    10. Keyboard skills

    Posting Detail Information

    Open Date 01/11/2023

    Close Date 01/26/2023 Special Instructions to Applicants

    Applications must provide the name, telephone number and email address of three professional references.

    Background Clearances

    In accordance with Act 153 of 2014 (HB 435), appointment is contingent upon completion of a satisfactory background investigation which includes, but is not limited to, Act 34, Pennsylvania Criminal Record Clearance; Act 151, Child Abuse Clearance; and Act 114, Federal Bureau of Investigations (FBI) Criminal Background Checks.

    Appointment is provisional provided the “Arrest/Conviction Report and Certification Form” and verification of your three background checks are returned to the Human Resource office prior to your hire date.

    Diversity Statement

    At Commonwealth University we recognize our responsibility to continuously support a living, learning, and working environment that values the diverse contributions from all members of our campus community. Our commitment to diversity, equity and inclusion enriches our campus community and is instrumental to our institutional success. Commonwealth University strives to cultivate a campus climate that allows all members to embrace diversity, equity and inclusion as we achieve success both in and out of the classroom, in our work responsibilities, and in our professional lives beyond Commonwealth University. We uphold our commitment to DEI by: • Actively supporting and promoting the intellectual and personal growth of our students, inside and outside of the classroom. • Providing workshops, trainings, programs designed to broaden the knowledge and understanding of diversity, equity and inclusion within our campus community. • Ensuring that all learning and living environments throughout our campus are welcoming and capable of serving all individuals.

    Title IX/Clery

    The University prohibits any form of discrimination or harassment on the basis of sex, race, color, age, religion, national or ethnic origin, sexual orientation, gender identity or expression, pregnancy, marital or family status, medical condition, genetic information, veteran status, or disability in any decision regarding admissions, employment, or participation in a University program or activity in accordance with the letter and spirit of federal, state, and local non-discrimination and equal opportunity laws, such as Titles VI and VII of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Age Discrimination in Employment Act, the Americans with Disabilities Act and ADA Amendments Act, the Equal Pay Act, and the Pennsylvania Human Relations Act.

    The University also complies with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crimes Statistics Act, as amended by the Violence Against Women Act (VAWA). Title IX prohibits retaliation for asserting or otherwise participating in claims of sex discrimination. VAWA imposes additional duties on universities and colleges to investigate and respond to reports of sexual assault, stalking, and dating or domestic violence, and to publish policies and procedures related to the way these reports are handled. The University has designated the Title IX Coordinator (Jennifer Raup, Elwell Hall, ORL, 570-389-4808, [email protected] or [email protected]), to coordinate the University's compliance with Title IX and VAWA and to respond to reports of violations. The University has directed the Police Department to coordinate the University's compliance with the VAWA-related Clery reporting requirements. Additionally, inquiries concerning Title IX and its implementing regulation can be made to the U.S. Department of Education, Office of Civil Rights, Region III, The Wanamaker Building, 100 Penn Square East – Suite 505, Philadelphia, PA 19107; Phone: (215) 656-6010; Fax: (215) 656-6020.

    About Commonwealth University of PA

    The Power of ThreeBloomsburg, Lock Haven and Mansfield universities have joined forces to boldly transform higher education in our region and beyond. While we are uniting as Commonwealth University of Pennsylvania, you can expect a college experience that is anything but common.

    We're Honoring our History by preserving the founding principles of each campus and continuing our vibrant on-campus student experience, serving as pillars of our communities, supporting students and our neighbors alike.

    We're Investing in Today by answering the greatest challenges facing higher education: accessibility, cost, quality, and relevance through the combined strength of our storied institutions.

    We're Building a Powerful Tomorrow by boldly changing the trajectory of public education to position ourselves for growth, increased access, and to meet economic and workforce development needs in our region, across Pennsylvania and beyond.

    Quick Link https: // jobs.lhup.edu/postings/6270

    Posting Specific Questions

    Required fields are indicated with an asterisk ().

  • Are you a current employee of the Commonwealth University of Pennsylvania (Bloomsburg, Lock Haven, Mansfield)?
  • Yes
  • No
  • What is the highest level of education you have completed?
  • GED/High School Diploma
  • Associate's Degree
  • Bachelor's Degree
  • Master's Degree
  • Do you have an associate degree in accounting or business administration?
  • Yes
  • No
  • Do you have one year work as a Fiscal Assistant?
  • Yes
  • No
  • Do you have three years of work involving the maintenance of fiscal or financial records?
  • Yes
  • No
  • Can you perform the essential duties of this position with or without accommodations?
  • Yes
  • No
  • Applicant Documents

    Required Documents

  • Resume
  • Cover Letter
  • Optional Documents

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