University Bursar / Director of Student Financial Services

University Bursar / Director of Student Financial Services
California State University, East Bay
 Hayward, California
Job Description

PLEASE NOTE: The starting salary placement depends on qualifications and experience and is anticipated to be in the range of $125,000 per year to $135,000 per year.

This position is a Management Personnel Plan (MPP) position in the CSU and serves at the pleasure of the President.

The CSU enjoys a generous benefits program with employer paid life insurance ($100,000), as well as health, dental, and vision insurance with the monthly premium largely paid by the CSU. Additionally, we offer a broad range of other benefits which includes dependent and health care reimbursement accounts, tuition fee waiver, 401k, 457 and 403(b) plans. The CSU belongs to the CalPERS retirement plan in which medical and dental insurance continues in qualified retirement. The CSU has 14 paid holidays, one personal holiday and the position earns 24 days of vacation and 12 days of sick leave per year. For more information on the benefits program, please visit our benefits website. The CSU Total Compensation Calculator demonstrates the significance of our benefits package.

This position may be eligible to participate in the Cal State East Bay hybrid telecommute program subject to management approval.


Administrator II

About Cal State East Bay

Cal State East Bay's beautiful main campus is located in the Hayward hills with panoramic views of the San Francisco Bay shoreline. Situated above the city of Hayward, the campus offers an ideal setting for teaching and learning and yet easy access to the many cities along the bay. The University has a satellite campus in Concord, a professional development center in Oakland and a significant presence online. Founded in 1957, Cal State East Bay is one of 23 universities of the California State University system (CSU). Cal State East Bay is recognized as a regionally engaged and globally oriented university with a strong commitment to academic innovation, student success, engaged and service learning, diversity, and sustainability.

About the Position

The Bursar functions as the subject matter expert in all matters related to student financial billing/collection support. This includes maintaining the accuracy of student tuition and fee accounts and overseeing the billing process to ensure timely and accurate billing statements for students. The Bursar is responsible for reviewing tuition and fees and approving account adjustments and accurate student refunds. In addition, the Bursar is responsible for all operational receipts and disbursement of all financial aid funds. As a result, the Bursar will be the expert institutional resource for all student account related policies and procedures as well as compliance with Federal or State guidelines. The Bursar will collaborate with other areas to implement and improve processes and procedures that increase service to students and strengthen administrative operations. This role also provides leadership, training, and guidance for the Bursar's office staff to ensure excellent customer service for students, families, and other internal/external customers. Remains current on legislation and regulations impacting tuition and fees collections in college/universities.


  • Responsible for the operation, administration, staffing, and development of the Bursar's Office, which includes accurate and timely billing of all student charges and the accurate collection and posting of all student payments, development of policies related to collections and loan programs that are compliant with laws and regulations, and for the collection of outstanding receivables for current and formerly registered students.
  • Serve as the senior customer service contact for students, parents/authorized individuals, and third parties for all billing, payment, and collections matters.
  • Build and maintain effective working relationships with colleagues across a variety of divisions and departments to ensure student and institutional needs are balanced.
  • Direct the operations of the Bursar's office and maintain effective policies and procedures to assure the accuracy of student financial records in compliance with laws and regulations.
  • Establish schedules and procedures to ensure timely billing; establish registration and pre-registration holds for students; work with Financial Aid to review and update loan programs and procedures; monitor receivables and contact overdue accounts; make recommendations regarding withdrawals for financial reasons; accurately calculate charges and refunds; oversee delinquent account collections ensure all processes are in accordance with laws and regulations.
  • Oversee disbursement of federal, private and institutional financial aid and ensure compliance with college, state, and federal policies and regulations.
  • Generate, review, and file 1098 Tuition Statements with the IRS, and other regulatory reports maintained by the Bursar office.
  • Research, analyze, and troubleshoot processes and technical problems encountered by the Bursar's office with the IT department and other offices. Additionally, with support from staff, serve as area leader in technical system conversions, enhancements, modifications, testing, and implementation of systems impacting the area.
  • Assist with testing and implementing new processes including software upgrades and conducting system audits to ensure compliance and data integrity.
  • Oversee the online payment system, including installation payment plan programs available.
  • Monitor and review federal and state regulations that stipulate specifications related to required policies and procedures, as well as best practices related to collections.
  • Ensure student accounting records are reconciled and maintained in accordance with office guidelines, generally accepted accounting principles, and university policies.
  • Prepare necessary reports, schedules, account reconciliations, and notes required for fiscal year-end financial statements. Responsible for workpapers related to tuition receivables and other things impacting the Bursar area.
  • Prepare analysis of outstanding balances, reconciliation of charges to student accounts, and propose journal entries when appropriate.
  • Develop and communicate student financial information to various audiences through multiple mediums. This includes ensuring content on the Bursar's website is up to date and that all communication sets an appropriate tone for the university.
  • Supervise, mentor, and train employees on the Bursar team to ensure efficient and professional interactions with students and authorized individuals. Complete appropriate performance management program to ensure goals, objectives and expectations are communicated and completed in alignment with the overall university mission, division and department.
  • Serve as a leader within the finance team and university, modeling behavior as an inclusive and effective team leader who reinforces a positive, yet performance-driven culture.
  • Continually review, develop, and improve departmental and university policies, procedures, & processes for enhancement and streamlining.
  • Support the professional development of direct reports and staff by setting clear and manageable goals, providing accurate and timely feedback, supporting professional development activities and encouraging continuous learning, maximizing the utilization of technology as an aid to job performance, encouraging an environment that allows staff to assume authority, responsibility and accountability and encouraging cross functional teamwork between staff and the campus community.
  • Perform other job-related duties as assigned.

Minimum Qualifications


  • Bachelor's degree in Accounting, Finance, Business Administration, or other closely related field.


  • Five (5) years of experience in student billing, cash management, collections, and/or business office experience.
  • Experience in detailed accounting transactions, processing, and systems.
  • Minimum of three (3) years of experience supervising/managing professional staff.

Knowledge, Skills, and Abilities:

  • Demonstrated strong supervisory, management, and leadership skills.
  • Thorough knowledge of university policies and procedures, such as ICSUAM, Title IV, Title V, and practices in the CSU environment.
  • Comprehensive knowledge and understanding of fiscal policies and procedures related to the administration of Cashiering, Banking, Student Account Receivables and Financial Aid programs.
  • Knowledge of, and ability to implement, Financial Systems.
  • Knowledge of computerized billing, cashiering, and/or student-related applications.
  • Ability to provide information to staff, faculty, students, senior campus officials, outside agencies, and community members in a courteous manner with an emphasis on customer service.
  • Incumbents must possess the ability to work effectively with a variety of individuals in a multi-functional and dynamic office environment.
  • Ability to handle confidential information with discretion.
  • Ability to evaluate complex problems and provide straightforward solutions and successfully implement those solutions.

Preferred Skills and Knowledge

  • Master's degree in Accounting, Finance, Business Administration, or other closely related field.
  • Experience implementing complex information technology systems.
  • Experience managing staff frequently responsible for deposits in excess of $500,000.
  • Experience with Common Management System (CMS PeopleSoft) Student Administration, Common Financial System (CFS PeopleSoft) Finance and data warehouse systems.

Condition(s) of Employment

  • Satisfactory completion of a background check (including LiveScan, as appropriate), that may include, but is not limited to: criminal records check, verification of academic credentials, licenses, certificates, credit history, professional references and/or verification of work history is required for employment. Cal State East Bay will issue a conditional 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. Unsatisfactory results may also affect the continued employment of current Cal State East Bay employees who were conditionally offered the position.
  • All background checks are conducted through the university's third-party vendor, Accurate. LiveScan is conducted through the University Police Department.

EEO Statement

  • As an Equal Opportunity Employer, Cal State East Bay does not discriminate on the basis of any protected categories: age, ancestry, citizenship, color, disability, gender, immigration status, marital status, national origin, race, religion, sexual orientation, or veteran's status. The University is committed to the principles of diversity in employment and to creating a stimulating learning environment for its diverse student body.

Other Information

  • All California State University campuses, including Cal State East Bay, are smoke and tobacco-free. For more information, please visit our website here.
  • In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, the Cal State East Bay Annual Campus Security Report is available here.
  • At Cal State East Bay, the following nine competencies have been identified as valued leadership qualities: Communication, Cooperation, Delegation, Empathy, Feedback, Innovation, Leadership Presence, Passion and Strategic Ability. While we may not expect our managers to exhibit all of these competencies, we do expect them to aspire to develop them. As part of the annual evaluation review process, the University Bursar will be evaluated on each.


  • Cal State East Bay is not a sponsoring agency for Staff or Management positions and we are not an E-Verify employer.

Mandated Reporter

  • The incumbent in this position may be considered a mandated reporter under the California Child Abuse and Neglect Reporting Act and will be required to comply with requirements set forth in the CSU Executive Order 1083 as a condition of employment.

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