Billing Specialist / Accounting Tech I
San Diego State University Research Foundation
- San Diego, CA
- Permanent
- Full-time
- Set up less complex invoicing files for new funds as assigned.
- Review grant and contract award documents to determine invoicing requirements.
- Prepare invoices with support documentation as required using data from various systems (e.g., MyRF, Banner, and Etrieve).
- Balance expenditures to subsidiary ledger and cash to the general ledger for each fund.
- Verify that indirect collection is accurate.
- Verify that guidelines are followed and that invoices are timely; adhere to strict deadlines as required by different sponsoring agencies.
- Responsible for preparing and submitting basic financial reports per sponsor requirements. Includes quarterly, annual, and final reports adhering to strict federal and non-federal deadlines.
- Verify accuracy of indirect collected on financial reports prepared.
- Prepare transmittal correspondence, research problems and perform any necessary follow-up activity required.
- Prepare quarterly, semi-annual, annual and final small business utilization reports.
- Contact sponsors on overdue invoices as requested.
- Review monthly cash balance report to determine which funds have not been invoiced; monitor funds that are closing that have unbilled receivables or cash balances (positive or negative).
- Monitor accounts receivable and cash/negative cash balances on funds that are closing.
- Serve as back-up for cashier when needed.to include collecting deposits from customers and preparing the daily bank deposit.
- Assist with Department assignments as necessary, including answering telephones on an occasional basis.
- Other related duties and responsibilities as assigned.
- Knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices to the processing and recording for financial transactions and information
- Experience with Microsoft Excel, Word, and email (Outlook or Gmail).
- Ability to learn and apply laws, rules, and procedures related to governmental accounting; interpret and follow instructions and policy guidelines; analyze financial and statistical data and draw sound conclusions; utilize problem-solving techniques; establish and maintain effective working relationships with others.
- Ability to analyze and interpret which policies and procedures apply to a given situation.
- Ability to organize and plan work including handling multiple priorities.
- Highly motivated self-starter, with a high energy level and strong interpersonal skills.
- Ability to work independently and effectively with a minimum of supervision.
- Ability to communicate effectively, both orally and in writing.
- Ability to complete work within strict deadlines.
- Demonstrate a high level of cross-cultural sensitivity.
- Any combination of education and experience which provides the required knowledge and abilities.
- One-year of clerical accounting or financial record-keeping experience which has provided the above knowledge and abilities.
- Bachelor’s degree
- Experience with Banner Finance environment
- Experience working in a university or non-profit environment
- Comprehensive
- Generous employer contributed
and 1 annual personal holiday * Hybrid in-office/telework arrangements
- Access to campus amenities, including Love Library, Aztec Lanes bowling alley, SDSU transit center, and a variety of coffee shops and eateries.
- Discounted Aztec Recreation Center gym membership and SDSU events
- Wellness workshops
- Candidate must reside in California and live within a commutable distance from SDSU at time of hire.
- Job offer is contingent upon satisfactory clearance based on background check results (including a criminal record check).
- San Diego State University Research Foundation is an equal opportunity employer. Consistent with California law and federal civil rights laws, SDSU Research Foundation provides equal opportunity in employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin or any other categories protected by federal or state law.
- Employment decisions are based on an individual’s qualifications as they relate to the job under consideration. Our commitment to equal opportunity means ensuring that every employee has equal access to resources and support.
- SDSU Research Foundation complies with Titles VI and VII 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), and other applicable state and federal anti-discrimination laws including grant or contract terms and conditions related to funded program activities. Further the SDSU Research Foundation maintains a Nondiscrimination Policy that prohibits discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of unlawful discrimination, harassment, and retaliation in all programs, policies, and practices.
- SDSU Research Foundation makes all employment decisions including, but not limited to, applicant screening, hiring, promotion, demotion, compensation, benefits, disciplinary actions, and terminations on the basis of merit.