Job Summary

*All applicants must apply via the search firm.*

Under the general direction of the Senior Associate Vice President of Finance and Business Services, the University Bursar manages and directs the operations of the Bursar's Office in order to provide exceptional customer service in all aspects of Student Financial Services and University Collections. Manage all phases of the Student Accounts, Cashiering Services, Collections, Tower Card (University ID Card Program), and Systems Support for Student Information System, CASHNet, ECSI, etc., within the guidance of the University's mission and strategic plan. The position interprets and applies complex federal, state, local, banking, university and other fiscal regulations for compliance. The University Bursar develops departmental long-range planning, conducts assessments of the impact of new programs to the university students and community, develops policy, and implements programs with consideration of compliance and audit issues. As the University Bursar, the incumbent is expected to demonstrate organizational awareness, establish and maintain effective working relationships, mitigate risk where appropriate through knowledge of policies and procedures, think globally, and adapt to changing priorities, situations, and demands. The incumbent will look for ways to promote quality and continuous improvement. As a member of the Finance and Business Services (FABS) Leadership Team, the University Bursar is responsible for leading, guiding, developing, coordinating and ensuring the completion of all tasks, projects, and administrative mandates necessary to achieve department, division, and University goals. The Bursar is also responsible for developing broad and collegial relationships with key stakeholders throughout the University, the CSU and external customers.

Key Responsibilities

• Oversee Bursar’s Office operations, including Cashiers and Tower Card, ensuring secure and compliant handling of university cash transactions and student financial records.
• Manage fiscal year-end tasks, including deferred revenue, tuition discounting, bad debt expenses, and aged receivables for write-offs.
• Maintain tuition/fee billing systems, assessment rules, and invoicing in compliance with state and campus guidelines.
• Supervise delinquent account collections and manage third-party student-related invoicing.
• Ensure federal funds disbursements comply with U.S. Department of Education regulations and oversee efficient student refund processing.
• File federal 1098-T Tuition Statements and implement standards for PCI DSS-compliant credit card payments.
• Audit university deposits, satellite cashiering, and cash handling to prepare for external audits and optimize financial practices.
• Develop strategic plans to improve operations, address challenges, and implement technology advancements.
• Oversee Bursar’s Office operations, including Cashiers and Tower Card, ensuring secure and compliant handling of university cash transactions and student financial records.
• Manage fiscal year-end tasks, including deferred revenue, tuition discounting, bad debt expenses, and aged receivables for write-offs.
• Maintain tuition/fee billing systems, assessment rules, and invoicing in compliance with state and campus guidelines.
• Supervise delinquent account collections and manage third-party student-related invoicing.
• Ensure federal funds disbursements comply with U.S. Department of Education regulations and oversee efficient student refund processing.
• File federal 1098-T Tuition Statements and implement standards for PCI DSS-compliant credit card payments.
• Audit university deposits, satellite cashiering, and cash handling to prepare for external audits and optimize financial practices.
• Develop strategic plans to improve operations, address challenges, and implement technology advancements.
• Oversee Bursar’s Office operations, including Cashiers and Tower Card, ensuring secure and compliant handling of university cash transactions and student financial records.
• Manage fiscal year-end tasks, including deferred revenue, tuition discounting, bad debt expenses, and aged receivables for write-offs.
• Maintain tuition/fee billing systems, assessment rules, and invoicing in compliance with state and campus guidelines.
• Supervise delinquent account collections and manage third-party student-related invoicing.
• Ensure federal funds disbursements comply with U.S. Department of Education regulations and oversee efficient student refund processing.
• File federal 1098-T Tuition Statements and implement standards for PCI DSS-compliant credit card payments.
• Audit university deposits, satellite cashiering, and cash handling to prepare for external audits and optimize financial practices.
• Develop strategic plans to improve operations, address challenges, and implement technology advancements.

Knowledge, Skills & Abilities

• Thorough knowledge of Federal financial aid regulations for the disbursement of funds, collection techniques, cash management practices, personnel management techniques, business management and accounting principles and procedures
• Ability to set vision and establish strategy for the Bursar's Office
• Working knowledge of higher education financial software systems
• Ability to interpret and apply applicable rules, regulations, policies and procedures, and analyze situations accurately to adopt effective courses of action.
• Ability to learn state, California State University, and SJSU policies and procedures applicable to student fees, financial aid, banking regulations
• Ability to effectively manage and evaluate the work of staff; assign duties and responsibilities; oversee the work assignments to ensure work is done accurately and timely; and provide personnel development
• Ability to define problems, collect data, establish facts, draw valid conclusions and prepare clear, concise reports
• Ability to lead business meetings in an organized fashion and be a Project Leader
• Ability to maintain personal composure in high stress situations as well as establish and maintain effective working relationships with others
• Ability to empower and motivate employees to reach top performance as well communicate a vision and strategy
• Excellent oral and written communication skills
• Ability to effectively establish and maintain cooperative working relationships within a diverse multicultural environment
• Ability to work effectively with diverse populations and avoid harassing and/or discriminatory behavior
• Maintains contact with customers and solicits feedback for improved services
• Ability to communicate with constituents in a professional and respectful manner

Required Qualifications

• Bachelor's Degree in Finance, Accounting, or Business
• Seven or more years of full time progressively responsible experience in the administration of student disbursements and accounting, collection or cashiering functions
• Experience must include at least 4 years in a managerial role

Preferred Qualifications

• California State University experience in administration of student financial aid accounting, collection or cashiering functions
• Supervisory accounting experience in higher education
• Experience with automated financial and student information systems involving relational databases
• Experience with Higher Education Student Financial systems and/or PeopleSoft applications
• Experience managing large complex projects

Compensation

Classification: Administrator III
Anticipated Hiring Range: $12,083/month - $12,750/month
CSU Salary Range: $6,891/month - $22,119/month

The final hiring salary will be commensurate with experience.

San José State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary. For more information on programs available, please see the Employee Benefits Summary.

Application Procedure

All applications, nominations and inquiries are invited. Applications should include, as separate documents, a CV or resume and a letter of interest addressing the themes in this profile. Application materials should be submitted using Another Source’s candidate portal.

For fullest consideration, candidate materials should be received by January 6, 2025.

Please direct nominations and inquiries to dayna@anothersource.com

Contact Information

Dayna Brown
dayna@anothersource.com

CSU Vaccination Policy

The CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measures established by each campus. The system wide policy can be found at https://calstate.policystat.com/policy/9779821/latest/ and questions may be sent to jobs@sjsu.edu.

Additional Information

Satisfactory completion of a background check (including a criminal records check) is required for employment. SJSU will issue a contingent offer of employment to the selected candidate, 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 offered the position on a contingent basis.

The standard background check includes: criminal check, employment, and education verification. Depending on the position, a motor vehicle and/or credit check may be required. All background checks are conducted through the university's third-party vendor, Accurate Background. Some positions may also require fingerprinting. SJSU will pay all costs associated with this procedure. Evidence of required degree(s) or certification(s) will be required at time of hire.

SJSU IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (e.g. H1-B VISAS)

All San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Incumbent is also required to promptly report any knowledge of a possible Title IX related incident to the Title IX Office or report any discrimination, harassment, and/or retaliation to the Office of Equal Opportunity.

Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Housing Fire Safety Notification: 

Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at https://www.sjsu.edu/clery/docs/SJSU-Annual-Security-Report.pdf. The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and Sexual Assault prevention information, and information about drug and alcohol prevention programming. The ASR also contains statistics of Clery crimes for San José State University locations for the three most recent calendar years. A paper copy of the ASR is available upon request by contacting the Office of the Clery Director by phone at 408-924-1501 or by email at clerycompliance@sjsu.edu.

Pursuant to the Higher Education Opportunity Act, the Annual Fire Safety Report (AFSR) is also available for viewing at https://www.sjsu.edu/clery/docs/SJSU-Annual-Fire-Safety-Report.pdf. The purpose of this report is to disclose statistics for fires that occurred within SJSU on-campus housing facilities for the three most recent calendar years, and to distribute fire safety policies and procedures intended to promote safety on Campus. A paper copy of the AFSR is available upon request by contacting the Housing Office by phone at 408-795-5600 or by email at uhs-frontdesk@sjsu.edu.

Campus Security Authority - In accordance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act (Clery Act) and CSU systemwide policy, this position is subject to ongoing review for designation as a Campus Security Authority. Individuals that are designated as Campus Security Authorities are required to immediately report Clery incidents to the institution and complete Clery Act training as determined by the university Clery Director.

Equal Employment Statement

San José State University (SJSU) is an Equal Opportunity/Affirmative Action employer committed to nondiscrimination on the basis of age, ancestry, citizenship status, color, creed, disability, ethnicity, gender, genetic information, marital status, medical condition, national origin, race, religion or lack thereof, sex, sexual orientation, transgender, or protected veteran status consistent with applicable federal and state laws. This policy applies to all SJSU students, faculty and staff programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus).