Accounting Coordinator Salary in California, USA

Planning Consultant (Remote or In-Office)*We are looking for a remote or in-office candidate who can see clients in Southern California when needed. We are mainly looking for candidates in Southern California, but we are open to Utah and Nevada as well.Role and Responsibilities• Wright Ford Young is one of the only large local CPA firms in Orange County with a dedicated Estates and Trusts department. You will work as part of the Planning Team on client counseling in advanced tax and estate planning.• You will learn the law and best tax and estate planning strategies, review key tax and estate planning reports, update checklists/forms.• You will review high-net-worth client estates and plan documents, flag key planning opportunities, updates, etc.• You will meet directly with clients, their CPAs, and other advisors to provide tax and estate planning strategies and recommendations.• You will work with the Diligence Coordinator to complete client diligence, files, and deliverables.• You will assist the Planning Team, CPAs, clients, and their advisors with planning materials and documents.• You will help the Planning Team, CPAs, clients, and their advisors execute and follow-through on planning projects and tasks.• You will report directly to the Senior Planning Consultant from whom you will receive training and instruction. • You will have productivity bonuses and no billable hour requirement!Qualifications and Education Requirements• Must have a law degree and a minimum five (5) years' experience in estate planning.• Must possess excellent verbal and written communication and customer service skills.• Must possess excellent interpersonal, conflict resolution, and problem-solving skills.• Must possess excellent administrative skills and the ability to multitask.• Must possess a high level of integrity, discretion, and confidentiality.• Must be self-motivated to produce and excel with minimal supervision.• Must have strong knowledge of Microsoft Office (Excel, Word, Outlook, PowerPoint).• Must have the ability to learn new software with minimal assistance.Preferred Skills• Experience in advanced tax and irrevocable trust planning, family partnerships, and foundations a plus.Additional NotesWright Ford Young & Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.Watch our Life at Wright Ford Young & Co. and hear from employees on what it's like working at WFY: https://youtu.be/viB9MeTKnPA

The belief that young people are not only our greatest natural resource, but our greatest national resource has been the guiding philosophy that drives the Milken Family Foundation (MFF) to develop many of the country's most groundbreaking education reform initiatives. MFF continues to champion strategies that elevate education in America and around the world. The Milken Family Foundation strives to discover and advance inventive, effective ways of helping people help themselves and those around them lead productive and satisfying lives. Since 1982, MFF has pursued this mission through its work in education, medical research, and public health.The Milken Family Foundation has an immediate opening for a Program Coordinator for the Milken Educator Awards and Milken Scholars. The Program Coordinator will be an integral part of a dynamic, fast-paced team dedicated to recognizing excellence in teaching and awarding scholarships nationwide. This is an exciting career opportunity for anyone interested in working on national level programs, and someone who is devoted to the mission of recognizing excellence in education and investing in educators and Scholars based on the promise of future contributions in their respective professional and academic careers. MFF is looking for a motivated individual who is willing to work hard, is a quick study, and is willing to contribute to the continued growth and success of these two programs. If you would like to be part of a team where what you do makes a difference in the lives of others, then this is the job for you. We invite you to visit these web sites to learn more our organization and program: www.milkeneducatorawards.org, www.milkenscholars.org, www.mff.orgAll qualified applicants should send a cover letter illustrating how your experience and skills will contribute to the Program and any unique qualities you bring to the position as described in this document, current resume, and names, titles, and phone numbers of three references to [email protected]. References would not be contacted without your consent.BenefitsCompetitive salary - $60,000Health, dental, and vision benefitsFull-service gym onsiteOffice in excellent Westside location near the oceanReports toDr. Jane Foley, Senior Vice President, Milken Educator Awards and Director, Milken ScholarsJob Responsibilities• Support Senior Vice President and Milken Educator Awards and Milken Scholars departments with all programmatic elements and cycles. • Key responsibilities for database entry, updates, reports, maintenance for Milken Educator Awards. • Key responsibilities for accounting, to process invoices for Milken Educator Awards (MEA), create and track budgets for events and program cycles for MEA.• Contributing member of internal teams reviewing candidates for the Milken Educator Award and Milken Scholars.• Manage phone inquiries and communication.• Proof and prepare correspondence and mailings.• Session support for all events.• Research information, as requested.• Maintain files and work room.• Occasional travel to off-site program events.• Other roles and duties as determined by supervisor.Skills and Qualifications• Education: Bachelors required• Experience: At least three years full-time work experience in office or related setting• Special skills requiredØ Superior organizational skills with the ability to prioritize and complete a variety of tasks, work efficiently and calmly under pressure and deadlines, manipulate a constant flow of multiple tasksØ Advanced technology skills including database, word processing, spreadsheet, web searches and updatesØ Strong mathematical skills, thorough understanding of managing budgetsØ Polished verbal and written communication skillsØ Team spirit, flexibility, reliable, quick learner, self-starter, energetic, motivated, strong work ethic, attention to detail, maintains confidentiality, initiative, positive attitude, follow-throughØ Ability to both collaborate with a close-knit team dedicated to the goals of the programs and work independently with minimum supervisionØ Background or interest in education desirableTo apply:Please email cover letter, resume and three references to [email protected]. Only local, direct candidates (no recruiters) and no phone calls please.Note: A precondition of employment is verification of your COVID-19 vaccination status.

Our client, a leading commercial real estate management and development company with a Class A portfolio committed to sustainability and diversity needs a strong multitasking Administrative Coordinator for a multi-tenant property with active facilities and space management.Job Description - The Administrative Coordinator will primarily focus on supporting the property management team with periodic reporting responsibilities. With excellent customer service skills, the Administrative Coordinator will also work with tenants resolving issues and executing on special requests. The successful Administrative Coordinator will work with vendors and other building management team members to ensure procedures are followed throughout the building. Additional responsibilities for the Administrative Coordinator include the following:Responsibilities Include:Answering phones, greeting visitors, assisting tenants with work orders and providing administrative support to the property and asset management team.Preparing and updating lease files and abstracts for all tenants ensuring completeness and accuracy.Managing and tracking all certificates of insurance ensuring that all coverage levels are in compliance with building standards.Coding and entering invoices into the accounting system, MRI, Timberline, Yardi.Composing and sending tenant communications to include events, building updates, rent statement information, and specific building issues.Planning and supporting tenant appreciation events will be a quarterly responsibility for the Administrative Coordinator.Position Requirements2 years of previous Administrative Coordinator experience with commercial real estate experience a real plus!Highly proficient in Microsoft Word, Excel, and Outlook.Professional, reliable, flexible and have a positive, can-do attitude.Excellent attention to detail with strong customer service skills and ability to prioritizeAbility to communicate well in both written and verbal communication forms.Proactive attitude and volunteers willingly to take on additional responsibilities and assist with other team members' projects.Strong interest in real estate.EducationBachelor's degree preferred or similar work experienceBenefitsPTO, PST, Medical, Dental, and Vision Compensation$27 - $29/hr

Accounting CoordinatorRole Description: This is a full-time ON-SITE role in Santa Ana, CA.Duties/ ResponsibilitiesLoading all commission requests, intaking commission checksRespond to emails and commission payment requestsMaintain accurate and current vendor account informationOrganize and code invoicesProcess vendor payments weekly, and as needed throughout the weekMaintain contractors credit card charges & update through week/monthMaintain precise employee records, handling tasks like new hire onboarding, tax forms, direct deposit changes, and benefits administrationReporting directly to Accounting Manager, additional tasks as assignedQualificationsAbility to be privy to confidential information and keep confidential.Experience in Mortgage/Real Estate Industry a plusStrong organizational skills, accuracy, and attention to detail a must.Excellent communication (written and oral) skillsProblem analysis and problem solving skillsProven MS office experience (word, excel and outlook specifically)Compensation & BenefitsSalary range $22-25/hr DOEPTO, holidays, paid sick leaveMedical and Dental/Vision insuranceAccess to 401K with 4% matching after 1 year serviceAll qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

Job Title Brokerage Coordinator Job Description Summary We are seeking a Brokerage Coordinator to support a market leading team of Brokers at a top global real estate services firm. The role consists of execution of work related to commercial real estate transactions and client deliverables. This individual must be a collaborative team player with a can-do mindset and will participate in regular business and team meetings, as requested, to understand and facilitate client goals. This multifaceted role requires someone with strong organizational and project management skills, and the ability to multi-task in a fast-paced environment. The Brokerage Coordinator will be trained and developed to become highly proficient with internal systems and technologies, as well as Workday, Salesforce, Microsoft and Adobe applications. Job Description Responsibilities Provide administrative and office support to a local brokerage teamAssist with all aspects of meetings and manage active calendars for brokerage teamMaintain confidential department records and office files in accordance with internal company proceduresProofread and correct spelling, grammatical, and layout errorsCoordinate and assist with collecting, aggregating, and preparing dataUpdate and maintain client databasePrepare expense reports, obtain receipts as needed, and reconcile all credit card chargesCoordinate travel and administer activitiesCode and submit team invoices to AccountingPerform special projects as requiredAssist with updating electronic property listingsAssist in the creation and/or editing of presentation materials including flyers, leasing proposals, case studies, email blasts, invitations, etc.Utilize standard marketing-approved templates and graphics while assisting in the creation of presentation materials, etc. Requirements High School Diploma or GED Minimum of 2+ years of prior office experienceOr any similar combination of education and experienceProficiency with Microsoft Office SuiteExcellent phone and organization skillsAbility to set priorities, meet deadlines, and multitaskStrong writing, editing, and proofreading skillsExcellent verbal and written communication skillsProven record of providing excellent customer service, both internal and externalExcellent interpersonal skillsExcellent attendance and punctualityProfessional appearance and decorum at all timesThe qualified candidate will be detail oriented, able to handle multiple projects simultaneously, extremely professional, and customer service oriented Physical Requirements Involves work of a general office nature; typically includes extended periods of sitting and/or operation of a computer for up to 8 hours a dayMay involve periods of standing, such as operating at a copier/fax/scannerRegularly required to talk, hear, and use hands and fingers to write and typeAbility to speak clearly so others can understand youAbility to read and understand information and ideas presented orally and in writingAbility to communicate information and ideas in writing and orally so others will understandRegularly required to utilize vision abilities, allowing reading of printed material, graphics, and computer displaysCushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.The company will not pay less than minimum wage for this role.The compensation for the position is: $26.56 - $31.25Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email [email protected] . Please refer to the job title and job location when you contact us.

Duties:- Develop and implement training programs for office staff to enhance their skills and productivity- Manage and supervise a team of administrative personnel, providing guidance and support as needed- Maintain and update office policies and procedures to ensure efficiency and compliance- Manage calendars, schedule appointments, and coordinate meeting- Manage phone calls and correspondence (email, letters, packages, etc)- Employee Onboarding- Oversee office maintenance, including ordering supplies, managing equipment, and coordinating repairs- Develop and manage office budgets, ensuring expenses are within allocated limits- Maintain effective communication with vendors and suppliers for procurement needs- Handle confidential information with utmost discretion- Manage and organize contractsExperience:- Bilingual in Spanish a must- Proven experience in office management or a similar role- Strong training development skills to enhance staff performance- Excellent team management abilities to lead and motivate employees- Proficient in calendar management and scheduling software- Proficient in using QuickBooks or similar accounting software- Knowledge of general office procedures and budgeting principles- Proficient with MS Office (MS Excel and MS Outlook in particular)- Excellent time management skills and ability to multi-task and prioritize work- Attention to detail and problem-solving skills- Strong organizational and planning skills

Company Name/Location: PEP HousingJob Title: Housing Development Project Coordinator Position Type: Full Time, ExemptPay Range: $67,500 - $75,000 DOELocation: Santa Rosa, CAWebsite: www.pephousing.orgAbout the CompanyPEP Housing has been building community from the heart since 1978. We build and manage affordable housing for seniors living on fixed, limited incomes. Our residents live independently in a beautiful, safe place while aging with the grace and dignity deserved by all. With 21 properties, over 650 residents and projects under construction, we keep busy!Position Summary Award-winning affordable housing developer is expanding the Housing Development Department to manage significant growth and expansion into other markets and is seeking a motivated self-starter to join the team. As a contributing member of the Development Department, the Project Coordinator will manage a wide range of tasks pertaining to the entitlement, planning, funding, development, and advocacy of PEP Housing's mission of building affordable housing for low-income seniors. The ideal candidate is multifaceted, highly organized, focused, and proactive. They will have skills and experience in affordable housing project management, including knowledge of affordable housing financing, and an understanding of development budgets and operating proformas. They will also thrive in a creative and collaborative work environment that encourages teamwork and innovation, while effectively managing a moving and growing workload. Principle Duties and Responsibilities:• Ability to initiate and maintain effective, cooperative working relationships with colleagues and other development team members.• Assist in updating and maintaining project budgets, proformas, cash flows projections and construction schedules.• Conduct research to identify funding sources and new projects, policy initiatives, feasibility analysis, predevelopment, construction, and permanent loan phases for development.• Assist in the preparation of applications for local, state, federal and other funding sources.• Assist in implementing and coordinating the due diligence processes.• Assist in the coordination and preparation of various bids, advertisements, and selection process of development team members and contract specialists.• Assist in the preparation of all types of loan draw requests and documentation for funders.• Attend project meetings at discretion of supervisor.• Assist or lead coordination of planning and permit approvals.• Prepare reports and monitor deadlines and project reporting requirements.• Assist or lead the preparation of progress reports, as requested.• Assist in coordination of project transfers to Property/Asset Management and Resident Services Department.• Administer or assist in project accounting, invoicing, and budget reconciliations, and liaison between HDD and Finance Department.• Provide administrative support to the Development Department by coordinating meetings, taking and preparing minutes at the Development Committee; handling correspondence to banks, investors, the City, etc.; overseeing Warranty Correction Notices (WCN) and ensuring contractors address issues; managing invoices and budgets associated with invoices; managing contracts to ensure all insurance documents are in place; researching funding sources and policy changes; coordinating and corresponding with development team, including architects, civil engineers and consultants. • Other duties as assigned.Competencies:Project Management.Problem Solving/Analysis.Communication Proficiency.Technical Capacity.Time Management Skills.Education, Skills and Experience:• Bachelor's degree in urban planning, public administration, business, or related/applicable field.• 1 to 2 years of experience with a community-based nonprofit agency, housing development, lending institution or related business preferred.• An entrepreneurial and creative approach to problem-solving in the field of housing development.• Knowledge of federal and state affordable housing programs, housing practices and principles.• Ability to communicate effectively, both orally and in writing; excellent public presentation/speaking skills.• Computer literacy in MS Office Suite (Word, Excel, PowerPoint) and ability to learn various other software applications using spreadsheets, word processing, and databases.• Comfortable working with intangibles.• Patience, persistence, and a person of integrity.• Strong interpersonal skills necessary to work effectively with a diverse community of people and organizations.• Knowledge and awareness of issues faced by low-income families.• Valid California driver's license, automobile liability insurance, and transportation for use at work is required.• Must comply with all applicable rules and regulations of PEP Housing and regulators/funders as appropriate.PEP employees are as important as our residents. Our goal is to ensure both have a positive and rewarding experience during their time with PEP Housing. We value our employees, and we take pride in recognizing their outstanding talents and efforts. We are committed to the delivery of superior quality of services based on a foundation of honesty, integrity, and ethical treatment.Benefits: PEP's benefits include health/welfare plans (medical, dental, vision, Group Life and AD&D Insurance etc.); 401K plan; work-life benefits (paid vacation and 17 company holidays); Employee Assistance Program, career development opportunities through mentorships and continuing education programs and a great working environment with professional growth prospects.We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, genetic information, or any other protected category. Potential employees must submit to all pre-employment processes, to include DMV, reference and background checks.

Job Title Facility Coordinator Job Description Summary The Facilities Coordinator provides assistance to the facility management team to ensure successful service delivery of the client facility needs. Directly supports the facility management team with on-going facility and team related responsibilities. Job Description ESSENTIAL FUNCTIONS AND RESPONSIBILITIES• Provide general overall facility management services, including continuous monitoring of office/facility• Address client inquiries and concerns ensuring timely and quality issue resolution and service delivery• Follow up with clients to ensure customer satisfaction• Respond to all facility inquiries and complaints, assess problems and take the necessary corrective action • Order and maintain office supplies; beverage and vending needs • Remain knowledgeable regarding all operational aspects of building systems• Coordinate with outside contractors for the service and repairs of equipment• Follow protocol for effective building-specific maintenance and safety procedures• Maintain on-going communication with contractors, client, and team• Assist with site inspection within the assigned building portfolio• Create work orders and assign work orders to the engineering staff, subcontractors, and vendors• Report on open and closed work orders and check the status of open work orders with the assigned party• Request, review, and submit work orders, bids, and proposals from vendors• Verify final invoice pricing and process payments in a timely manner• Assist in the monitoring and assessment of vendor performance• Train vendors on work order and billing procedures• Manage complex work orders such as environmental issues and disaster recovery• Manage service and performance of vendors and landlords for timely completion of jobs• Create and record appropriate written communication between all parties• Schedule and document maintenance and repairs on building equipment• Communicate frequently with client, landlords, and vendors to resolve issues and provide project status updates• Provide process and procedures training and direction to new associates• Coordinate special events in support of client• Assist with measuring and reporting key performance indicators against service level agreements• Provide facilities helpdesk services on behalf of the client(s) and monitor internal/external workflow for all facilities cases to ensure consistent quality of service and work productKEY COMPETENCIES1. Communication Proficiency (oral and written)2. Customer Focus3. Initiative4. Sense of Urgency5. Multi-Tasking6. Detail Oriented7. Financial Knowledge8. Time Management Skills9. Team OrientationIMPORTANT EDUCATION• High school diploma or a General Equivalency Diploma (GED) required• Associates or Bachelors degree in facilities management, building, business or other related field preferredIMPORTANT EXPERIENCE• A minimum of 1 year of work experience in an administrative, accounting or tenant services capacity• Experience with data entry, expansive reporting, filing, answering phones, scheduling and communications• Previous customer service experience• Prior experience working in the facilities/property management, commercial real estate or professional services industries preferredADDITIONAL ELIGIBILITY QUALIFICATIONS• Working knowledge of lease terms, the reconciliation process for Common Area Maintenance, insurance, and real estate taxes• Proficient in understanding management agreements and contract language• Working knowledge of computer software programs and base building systems• Computer proficiency with Microsoft Office Suite (MS Word, Excel and PowerPoint)• Demonstrated ability to exercise good judgment• Excellent interpersonal skills• Ability to work a flexible schedule as needed, including but not limited to overnight travel, on call after hours and weekendsWORK ENVIRONMENTThis job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.PHYSICAL DEMANDSThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.While performing the duties of this job, the employee is regularly required to communicate with others and exchange accurate information; operate a computer and other office productivity machinery; move about the workplace; remain in a stationary position for up to 90% of the time; and extend hands and arms in any direction ; and ability to lift up to 40 pounds AAP/EEO STATEMENTC&W provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, C&W takes affirmative action to ensure that applicants are employed and employees during employment are treated without regard to any of these characteristics. Discrimination of any type will not be tolerated.OTHER DUTIESThis job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.Note: This job description includes the core responsibilities for C&W. These duties may have slight modifications based on the regional location.Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.The company will not pay less than minimum wage for this role.Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email [email protected] . Please refer to the job title and job location when you contact us.

MUST HAVE LAW FIRM EXPERIENCE!!!Qualifications: A four-year college degree is preferred, with a minimum of two years' experience in a finance, accounting, or billing role within a law firmMust have strong technology skills, including MS Office Suite and an ability to leverage technology in work processesUtilize accounting tools for tracking client specifics and for reporting. Position requires outstanding written and verbal communication skills, excellent organizational skills, and the ability to strategize, multi-task, and prioritizeAn exemplary customer service mindset, be highly motivated, and enjoy a team-oriented atmosphereMust have a commitment to proactive communication and exceptional follow through skillsMust be very flexible, self-motivated, and highly committed to quality, customer service, teamwork, and supporting Firm and department goals in a fast-paced environmentYou must be fully vaccinated against COVID-19 by your hire date to be eligible for starting in the roleProof of vaccination will be requiredDuties and Responsibilities: Responsible for managing portfolio of client billing, providing status reports to management and lawyers as neededUnderstand and comply with individual client billing guidelinesProactively monitor E-billing progress, including status reportingRevise and resubmit short-paid and rejected invoicesResponsible for the analysis, coordination, and resolution of billing issues, including ensuring appropriate communications with involved parties is consistently maintainedAbility to understand, communicate, and explain complex billing arrangements with/to senior lawyers and managementProcess client bills (making/confirming appropriate edits to drafts)Review finalized invoices for qualityEnsure monthly billing is completed by Firm deadlinesAssist billing lawyers with client requests including budgets, special requests, and various client reportsUtilize accounting tools for tracking client specificsParticipate in our customer support process

Job no: 538531Work type: StaffLocation: San JoséCategories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Finance/Accounting, Probationary, Full Time, On-site (work in-person at business location) Job SummaryReporting to the Senior Director of University Housing performs duties under the general supervision and takes work lead direction from the Assistant Director for Residential Accounts and Financial Services. This incumbent works independently to achieve specified outcomes, the Financial Operations Coordinator is responsible for assisting with coordination and supports business operations processes including billing and auditing, meal plan administration and license cancellations. In addition, Financial Operations Coordinator assists and supports coordination of cashiering, provides front facing response and follow up to residents inquiries. Key ResponsibilitiesUtilizing campus IPP due dates, assists with coordination of billing upload and due dates with Financial Operations staff.Performs scheduled fee assessments in StarRez to create regular batch uploads to campus PeopleSoft system.Processes billing charges and changes for telephone, parking, meal plans, room, and activities.Regularly audits various reports generated from housing management software (StarRez) to ensure accuracy and billing integrity, making necessary corrections prior to fee assessment.Analyzes data entered then generates and uploads charge adjustments due to occupancy, meal plan changes or miscellaneous fee assessment.Researches accounts with discrepancies and initiates corrections as needed or refers to the proper staff to make corrections.Explains policy and answers questions regarding the UHS license, application and cancellation processes, payment deadlines, meal plan inquiries, and housing charges posted to the student account in PeopleSoft.Counsels residents regarding cancellation of their License Agreement.Processes parking requests via DocuSign and updates student parking car information using StarRez database.Assists with coordination of semester meal plan upload from UHS to Spartan Shops, ensures accurate billing to resident accounts, analyses, and researches subsequent sales and cancellations, ensures compliance with UHS and Spartan Shops internal policies.Responds to resident's inquiries regarding account balance, late fees or holds, reduced initial payment process, and any other housing related questions.Researches and reconciles accounts, initiates corrections to accounts using StarRez, PeopleSoft and CASHNet.Meets with prospective and current residents to discuss delinquency issues providing support to Resident Billing Coordinator and Licensing and Financial Specialist Knowledge, Skills & AbilitiesKnowledge of word processing, spreadsheet, PeopleSoft, and database software.Ability to review financial documents for accuracy, completeness, validity and adherence to standards.Demonstrated ability to understand, interpret and apply policies and regulations in specific situations.Ability to compute and post figures efficiently and accurately.Ability to review financial documents for accuracy, completeness, validity and adherence to standards.Ability to compute and post figures efficiently and accurately. Demonstrated ability to perform complex tasks involving independent judgment, accuracy and speed.Must be able to work while under the heavy pressure of constant deadlines.Must have excellent written and verbal communications skills.Ability to research problems independently.Thorough knowledge of UHS business practices including (but not limited to) applications, assignments, cashiering, billing and facilities. Knowledge of SQL. Knowledge of StarRez and PeopleSoft databases.Ability to analyze complex data, interpret financial records and determine most efficient method of implementation.Ability to resolve complex issues, make independent decisions, exercise sound judgment, and follow through to completion.Requires attention to detail and accurate data entry. Proficient use of basic methods and procedures to research various topics.Ability to analyze, audit, and process all types of payment requests.Ability to act as a primary information source for staff members in functional unit. Required QualificationsAny equivalent combination of education and experience which provides the required knowledge and abilities.Equivalent to three years of progressively responsible financial record-keeping experience which has provided the above knowledge and abilities. Preferred QualificationsBachelor's Degree in Business Administration, Finance, Accounting or a related fieldExperience working with billing process. Experience conducting an auditing process.Experience working in a residential or property management environment.Experience working in an educational environment CompensationClassification: Accounting Technician IIAnticipated Hiring Range: $4,055/month - $4,288/monthCSU Salary Range: $3,688/month - $6,122/month 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 ProcedureClick Apply Now to complete the SJSU Online Employment Application and attach the following documents:ResumeLetter of InterestAll applicants must apply within the specified application period: May 1, 2024 through May 15, 2024. This position is open until filled; however, applications received after screening has begun will be considered at the discretion of the university. Contact InformationUniversity [email protected] CSU Vaccination PolicyThe 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 [email protected]. Additional InformationSatisfactory 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 [email protected] 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 [email protected] 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 StatementSan 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). Advertised: May 01, 2024 (9:00 AM) Pacific Daylight TimeApplications close: Open until filled