Refund Specialist (Accounting Tech III)

Apply now Job no: 507729
Work type: Staff
Location: Sacramento
Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Administrative, Probationary, Full Time

Working Title: Accounting Technician III

Classification Title: Refund Specialist

Posting Details

Priority Application Deadline (Posting will remain open until filled): Sunday, January 2, 2022 at 11:55 p.m.

Hiring Preference

Eligible on-campus applicants in California State University Employees Union (CSUEU) Bargaining Units 2,5,7, and 9 will be given first consideration in the recruitment.

Position Summary

Under the general supervision of the Associate Bursar and Collection Manager, the Refund Specialist is responsible to process all refunds to students, faculty/staff, and campus affiliates, determining eligibility independently and working with appropriate campus personnel. The Refund Specialist performs a variety of duties requiring considerable judgment, initiative, and independence. Incumbents in this classification devise new methods, modify and document established procedures based on precedent and university policies and develop new procedures as necessary; deal with subject matter requiring technical expertise; and resolve difficult and unusual problems.

The incumbent performs duties that include compiling data used in the generation of financial reports and analysis; maintain accounting records for funds, programs, or activities involving multiple transactions; create and maintain more complex spreadsheets including entering, revising, sorting, calculating and creating tables; run, modify, and analyze advanced queries; identify, research and work with appropriate personnel to resolve computer application errors; participate in the testing of financial software for upgrades and implementations as related to the position including such activities as testing transaction/data entry and data output; communicate established university policies and procedures to faculty, staff and the general public, including those that require extensive interpretation; interpret and explain university regulations to students, faculty, staff and outside parties; disburse funds after independently determining conformance to university regulations.

The Refund Specialist works closely with the Functional Systems Analyst (AA/S II) and serves as a back-up in their absence. The incumbent also provides lead direction to student assistants, which requires effective communication skills, and the ability to demonstrate teamwork to insure the success of the department goals and objectives.



CSU Classification Salary Range: $3,532 - $6,198 per month 

Hiring Range: $3,532 - $3,709 per month

Recruitment TypeRegular (probationary)

Time BaseFull-Time

Pay Plan 12 month

Work Hours: M-F, 8 a.m. - 5 p.m.

Department Information 

The Bursar’s Office is the main artery for the majority of financial activity at the University and is committed to excellent customer service, staff development, quality improvement and system enhancements to best serve our current and future students, staff, faculty and campus community. We are comprised of 20 dedicated staff members providing cashiering, disbursement, billing, collections and refund services.

The Bursar’s Office counter at Lassen Hall 1001, commonly referred to as the “Cashier’s Office,” is committed to servicing students, staff and faculty with their cashiering needs, such as registration payments, parking permits, and other fees owed to the University. We also disburse all types of checks, including financial aid, payroll and vendor checks. We have also recently added OneCard Services to our operations.

Next door in Lassen Hall 1003 we have a dedicated team specially trained for all collections and billing for the University. Our collection team works with the State of California and various collection agencies to recover funds owed to Sacramento State. We also help with special tuition fee programs such as fee sponsors and fee waivers. The refund team processes all types of registration fee and departmental fee refund checks. We also conduct group and one-on-one money management sessions as part of our Your Money Matters! program.

Minimum Qualifications 

Comprehensive knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices; and basic knowledge of Generally Accepted Accounting Principles (GAAP).
In addition to the Accounting Technician II abilities, must be able to interpret and apply a wide variety of written rules and regulations; maintain accounting records for funds, programs, or activities involving multiple transactions; compile, verify, and reconcile financial data; use current computer word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems, such as student accounting, cashiering and student financial aid; investigate and resolve errors and discrepancies; and read and interpret computer-generated reports.
Equivalent to four years of progressively responsible financial record-keeping experience which has provided the above knowledge and abilities.
Any equivalent combination of education and experience which provides the required knowledge and abilities.

Required Qualifications 

1. GAAP including varied technical accounting principles and practices used in the most difficult and complex financial record keeping and reporting.
2. Governmental and fund accounting principles and procedures and related accounting system requirements
3. Internal control methods and related laws, rules and regulations
4. Methods and techniques of auditing, verifying, balancing, and reconciling accounting records and responding to requests for information from auditors.
5. Student financial aid accounting and reporting requirements.
6. Use excellent computer skills and competence with a variety of applications including spreadsheets, word processing, databases, internet and complex financial accounting systems
7. Analyze data, and develop and maintain complex statistical and management reports.
8. Use problem-solving techniques in finding solutions to complex accounting problems
9. Create reports, charts and queries to address specific user needs and to prepare financial reports, work papers and compliance data for University management decision making.
10. Make decisions and recommendations regarding accounting activities

11. Establish and maintain effective working relationships and communicate effectively with others inside and outside the unit, including conveying complex and technical professional accounting information to non-Accountants
12. Maintain a strong customer focus while working in a fast-paced environment with a heavy workload, ongoing deadlines and frequent interruptions.

Conditions of Employment:
- Ability to pass background check

Preferred Qualifications 

13. Experience working in a University financial department
14. Experience with federal, state, CSU and campus regulations and policies
15. Experience with PeopleSoft SF (Student Financials) and/or CFS (Common Financial System) modules
16. Experience with Cashnet cashiering system

Required Licenses/Certifications 


Documents Needed to Apply

Resume, cover letter.  Note: Failure to upload these documents with the online application may result in disqualification.

About Sac State

Sacramento State is located in the heart of California’s capital city, five miles from State Capitol. The lush, 300-acre campus is situated along the American River, close to numerous bike trails and other recreational areas. Sacramento, also known as the “Farm-to-Fork Capital,” is one of the most ethnically diverse and livable cities in the country, with a population of half of a million. Sacramento State’s 31,000 students come not only from the Greater Sacramento Region, but also from across the state, country, and world. Our 1800 faculty and 1,500 staff are committed to meeting our mission: “As California’s capital university, we transform lives by preparing students for leadership, service, and success. Sacramento State will be a recognized leader in education, innovation, and engagement.” As the regional hub of higher education, Sac State is dedicated to student successdiversity, equity and inclusioncommunity engagementphilanthropy, and campus safety.  

As evidenced by the values embedded in our Hornet Honor Code, Sacramento State is committed to creating an inclusive environment where all faculty, staff, students, and guests are welcome and valued.  Our commitment is more than simply ensuring that our campus is free from bias and discrimination, but is one devoted to celebrating many diverse identities, life experiences, and perspectives that enrich our community, teaching and learning.  

To learn more about why you should join the Hornet Family, please visit the Why Sac State? page. 

Background Check Disclaimer  

A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with California State University, Sacramento. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current California State University, Sacramento employees who apply for the position.

Equal Employment Opportunity  
California State University, Sacramento is an Affirmative Action/Equal Opportunity Employer and has a strong institutional commitment to the principle of diversity in all areas. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, sex, gender identity/expression, sexual orientation, pregnancy, genetic information, medical condition, marital status, veteran status, or disability. Sacramento State hires only those individuals who are lawfully authorized to accept employment in the United States. 

It is the policy of California State University, Sacramento to provide reasonable accommodations for qualified persons with disabilities who are employees or applicants for employment. If you need a disability related reasonable accommodation as part of the application and/or interviewing process, visit . 

The University is committed to creating an education and working environment free from discrimination, sexual harassment, sexual violence, domestic violence, dating violence, and stalking. For more information on mandatory training for new employees, visit . 

Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Fire Safety Right-To-know Act Notification: 

Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the current Annual Security Report (ASR) is available for viewing at . 
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 Sacramento State for the last three (3) calendar years. Paper copies are available upon request at the Police Service Center located in the University Union.

COVID-19 Vaccine Certification Information:

CSU requires faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19 or declare a medical or religious exemption from doing so. Any candidates advanced in a currently open search process should be prepared to comply with this requirement. The systemwide policy can be found at and questions may be sent to

Eligibility Verification  
Selected candidate must furnish proof of eligibility to work in the U.S.. California State University, Sacramento is a sponsoring agency (i.e. H-1-B Visa). 

Note to Applicants:

Possession of the minimum qualifications does not guarantee an interview unless required by collective bargaining agreement.



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