Financial Representative

Financial Representative

Job no: 558162

Work type: Staff

Location: Sacramento

Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Administrative, Probationary, Full Time, On-site (work in-person at business location)

Working Title: Financial Representative

Classification Title: Accounting Technician II

Posting Details

Priority Application Deadline: Wednesday, October 14th @ 11:55pm PST (Posting will remain open until filled)

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 University Cashier, the Financial Representative provides various services to assist the University's students, faculty, and staff with their Campus ID Card (OneCard) and financial needs. This requires a thorough knowledge of University and Campus Cards systems and a thorough knowledge of office functions related to the operation of the Bursar's Office. Financial Representatives also assist Student Affairs by advising students on their admission, financial aid, and registration status. This requires effective communication skills and the ability to demonstrate teamwork to ensure the success of the department goals and objectives and the success of the Bursar's Office.

FLSA : Non-Exempt (eligible for overtime compensation)


Anticipated Hiring Range : $4037 per month (Step 1) - $4118 per month (Step 2)

CSU Classification Salary Range : $4037 per month (Step 1) - $5881 per month (Step 20)

Salary step placement will be determined based on relevant qualifications and professional experience.

Best-in-class Benefits : Click here to learn more

CSU Total Compensation : Click here to learn more

Salary Grade/Range : 1

Recruitment Type : Regular (Probationary)


Time Base : Full-Time


Work Hours : M-F 8:00 am - 5:00 pm.

Department Information


The Bursar's Office is the main artery for the majority of financial activity at the University. Our office is responsible for serving students, staff and faculty with their cashiering needs, such as registration payments and other fees owed to the University.

Minimum Qualifications

Knowledge:

Thorough knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices.

Abilities:

In addition to the Accounting Technician I abilities, must be able to apply accounting procedures and practices to the analysis of basic accounting problems; analyze and interpret accounting data; apply problem solving techniques in finding solutions to basic accounting problems; understand and apply applicable rules, regulations, policies, and procedures; 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; work independently; and make sound decisions and recommendations regarding accounting activities.

Experience:

Equivalent to three years of progressively responsible financial record-keeping experience which has provided the above knowledge and abilities.

Education:

Any equivalent combination of education and experience which provides the required knowledge and abilities.

Required Qualifications

Customer Service Experience

1. Demonstrated experience providing high-quality customer service in a fast-paced office, financial, student services, or higher education environment.

2. Ability to professionally assist a diverse population of students, faculty, staff, and community members.

Communication Skills

3. Strong verbal and written communication skills with the ability to clearly explain financial processes, policies, and procedures.

4. Ability to handle sensitive or complex situations with professionalism, tact, and discretion.

Financial and Cash Handling Experience

5. Experience processing financial transactions, payments, refunds, deposits, or reconciliations with a high level of accuracy and attention to detail.

6. Ability to identify and resolve account discrepancies and maintain accurate records.

Technical and Systems Knowledge

7. Experience using financial systems, cashiering systems, databases, or student information systems.

8. Ability to quickly learn University systems, ID Card systems, and office technologies.

Organization and Attention to Detail

9. Demonstrated ability to manage multiple priorities, maintain accuracy, and meet deadlines in a busy operational environment.

10. Strong organizational and problem-solving skills.

Teamwork and Collaboration

11. Ability to work collaboratively with campus departments, external partners, and coworkers to support departmental goals and improve service delivery.

12. Commitment to maintaining a welcoming and inclusive work environment with diverse colleagues and constituents including faculty, students, staff, and members of the community.

Student Support and Advising

13. Experience assisting or advising students regarding admissions, registration, financial aid, or related student services.

14. Ability to explain processes and guide individuals through complex procedures.

Adaptability and Initiative

15. Ability to adapt to changing priorities, policies, and technologies while maintaining a positive and solution-oriented approach.

16. Demonstrated initiative in improving processes, supporting special projects, or contributing to operational enhancements.

Confidentiality and Professional Judgment

17. Ability to handle confidential financial and student information responsibly and in compliance with institutional policies.

Conditions of Employment:

- Satisfactory completion of the background check process.

Preffered Qualifications

18. Experience working in a university, bursar, cashiering, ID Card, financial aid, or student service office.

19. Familiarity with Campus ID card systems, Illumia (Transact, CashNet) systems, or student account operations.

20. Experience with reconciliation, reporting, or payment processing systems.

Documents Needed to Apply

Resume and cover letter.

Failure to upload required documentation may result in disqualification.

About Sacramento State

Sacramento State is located in the heart of California's capital city, five miles from State Capitol. T

The lush, 300-acre park-like 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 proudly serves as a Hispanic-Serving Institution (HSI), Asian American and Native American Pacific Islander-Serving Institution (AANAPISI), and Black-Serving Institution (BSI). The university enrolls around 31,000 students from the Greater Sacramento Region, throughout California, across the nation, and around the world. Our 1,800 faculty and 1,500 staff are committed to meeting our mission:

"As California's capital university, Sacramento State transforms lives by preparing all students to lead, serve, and succeed. We are committed to our designations as a Hispanic Serving Institution, an Asian American Native American Pacific Islander Serving Institution, and a Black Serving Institution, and to intentionally serving students reflective of these designations and all students who have been historically underserved in education."

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.

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 Campus Safety Act Notification:

Pursuant to the Jeanne Clery Campus Safety 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 by emailing the Clery Director at View email address on click.appcast.io.

Under the Clery Act, this position may be designated as a Campus Security Authority (CSA) depending upon the role on campus and/or job duties. If this position is identified by the Director of Clery Compliance as a CSA position, you will be notified via email and will be assigned the appropriate training in CSU Learn.

Education Code 89521 Requirements

Applicants will be required to disclose whether they have received a final administrative decision or final judicial decision determining that they have committed sexual harassment within the last 7 years only after a determination is made that they meet the minimum qualifications for the position, and before an offer of employment is extended. Applicants who reach the final stages of the application process must also sign a release form that authorizes the release of information by the applicant's current and/or former employers to the CSU concerning any substantiated allegations of misconduct.

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.

Out of State Employment

Sacramento State, as part of the CSU system, is a State of California Employer. As such, the University requires all employees (up)on date of hire to reside in the State of California.

As of January 1, 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California.

Eligibility Verification

Candidate must furnish proof of eligibility to work in the U.S. California State University, Sacramento is not a sponsoring agency for staff and management positions (ie. H-1-B Visa).

Note to Applicants:

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

Advertised: Sep 30 2026 Pacific Daylight Time

Applications close:


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