Edtech.com's Summary

San Diego State University Research Foundation is hiring a Billing Specialist / Accounting Tech I. The role involves preparing invoices and financial reports using various systems while ensuring accurate billing and timely collections. The specialist actively reviews grant documentation, monitors accounts receivable, and supports the Financial Services department’s overall accounting functions.

Highlights

Prepare invoices for new funds and review grant/contract documents to ensure compliance with invoicing requirements
Utilize systems such as MyRF, Banner, and Etrieve for billing and financial reporting
Balance expenditures and cash to the general ledger and verify indirect cost collections
Generate basic financial reports and small business utilization reports adhering to federal and non-federal deadlines
Monitor accounts receivable, cash balances, and contact sponsors regarding overdue invoices
Serve as backup cashier by collecting deposits and preparing daily bank deposits when needed
Experience with Microsoft Excel, Word, Outlook or Gmail required
Preferred qualifications include a Bachelor's degree and experience in Banner Finance environment or university/non-profit setting
Compensation ranges from $20.00 to $23.59 per hour depending on qualifications
Comprehensive benefits include medical, dental, vision, life insurance, 403b retirement with 200% match on first 5%, paid holidays, vacation, and sick leave

Billing Specialist / Accounting Tech I Full Description

Overview:

The salary range for this position is $20.00 - $23.59 per hour depending upon qualifications and is non-negotiable.

This position is open until filled with first review of candidates on August 12, 2025.

WHO WE ARE

Established in 1943, the mission of the SDSU Research Foundation (SDSURF) is to support the research objectives of San Diego State University by helping faculty and staff find, obtain, and administer funding for their research and sponsored programs. SDSU is one of the top public research universities in the nation, furthering discoveries, interventions, and solutions that improve communities and change the world. SDSURF provides the full life cycle of grants services to faculty and staff to further their important work.

WHAT OUR DEPARTMENT DOES

Financial Services is a major organizational unit responsible for the general accounting function, internal controls, audits, banking services, cash management, investments, cashiering, billing and collections of receivables, administering gifts, bequests and trusts, negotiating and administering facilities and administrative cost recovery rates, annual corporate budget, tax and financial functions, purchasing and payroll functions of the Research Foundation. Responsible for the care, custody and control of all Research Foundation assets.

YOUR ROLE IN CREATING THE UNIVERSITY’S PRESENT AND FUTURE

The Billing Specialist / Accounting Technician I position lends support to the Financial Services department. This position prepares invoices and basic financial reports, working closely with other SDSU Research Foundation employees and sponsored research agencies to ensure accurate billing, reporting and timely collection. Responsibilities:

THE WORK YOU WILL DO AND MANAGE

Invoicing 70%

Set up less complex invoicing files for new funds as assigned.
Review grant and contract award documents to determine invoicing requirements.
Prepare invoices with support documentation as required using data from various systems (e.g., MyRF, Banner, and Etrieve).
Balance expenditures to subsidiary ledger and cash to the general ledger for each fund.
Verify that indirect collection is accurate.
Verify that guidelines are followed and that invoices are timely; adhere to strict deadlines as required by different sponsoring agencies.

Financial Reporting 15%

Responsible for preparing and submitting basic financial reports per sponsor requirements. Includes quarterly, annual, and final reports adhering to strict federal and non-federal deadlines.
Verify accuracy of indirect collected on financial reports prepared.
Prepare transmittal correspondence, research problems and perform any necessary follow-up activity required.
Prepare quarterly, semi-annual, annual and final small business utilization reports.

Other Duties 15%

Contact sponsors on overdue invoices as requested.
Review monthly cash balance report to determine which funds have not been invoiced; monitor funds that are closing that have unbilled receivables or cash balances (positive or negative).
Monitor accounts receivable and cash/negative cash balances on funds that are closing.
Serve as back-up for cashier when needed.to include collecting deposits from customers and preparing the daily bank deposit.
Assist with Department assignments as necessary, including answering telephones on an occasional basis.
Other related duties and responsibilities as assigned.

Qualifications:
THE SKILLS WE NEED

Knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices to the processing and recording for financial transactions and information
Experience with Microsoft Excel, Word, and email (Outlook or Gmail).
Ability to learn and apply laws, rules, and procedures related to governmental accounting; interpret and follow instructions and policy guidelines; analyze financial and statistical data and draw sound conclusions; utilize problem-solving techniques; establish and maintain effective working relationships with others.
Ability to analyze and interpret which policies and procedures apply to a given situation.
Ability to organize and plan work including handling multiple priorities.
Highly motivated self-starter, with a high energy level and strong interpersonal skills.
Ability to work independently and effectively with a minimum of supervision.
Ability to communicate effectively, both orally and in writing.
Ability to complete work within strict deadlines.
Demonstrate a high level of cross-cultural sensitivity.

EDUCATION & EXPERIENCE

Any combination of education and experience which provides the required knowledge and abilities.
One-year of clerical accounting or financial record-keeping experience which has provided the above knowledge and abilities.

PREFERRED QUALIFICATIONS AND SPECIAL SKILLS

Bachelor’s degree
Experience with Banner Finance environment
Experience working in a university or non-profit environment

WHAT YOU WILL RECEIVE

Comprehensive medical, dental, and vision plans
Life and disability insurance plans
Generous employer contributed 403b retirement plan. We match 200% on the first 5% of contributions, up to 10% maximum employer matching contribution. All contributions are 100% vested.
Vacation and sick leave accruals
14 paid holidays and 1 annual personal holiday
Hybrid in-office/telework arrangements
Employee Assistance Program (EAP)
Access to campus amenities, including Love Library, Aztec Lanes bowling alley, SDSU transit center, and a variety of coffee shops and eateries.
Discounted Aztec Recreation Center gym membership and SDSU events
Wellness workshops

HOW TO APPLY AND TIPS FOR MAKING IT THROUGH OUR HIRING PROCESS

You must apply through the SDSURF Career Page. Make sure your application is complete. Including a resume and cover letter is recommended. Respond to supplemental questions thoroughly.

WHAT OUR HIRING PROCESS IS LIKE

We work as fast as we can to make hiring decisions. However, it may take several weeks for all the parties involved to review your application. We keep in touch each step of the way and inform you of the status of your application.

ADDITIONAL APPLICANT INFORMATION

Candidate must reside in California and live within a commutable distance from SDSU at time of hire.
Job offer is contingent upon satisfactory clearance based on background check results (including a criminal record check).
San Diego State University Research Foundation is an equal opportunity employer. Consistent with California law and federal civil rights laws, SDSU Research Foundation provides equal opportunity in employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin or any other categories protected by federal or state law.
Employment decisions are based on an individual’s qualifications as they relate to the job under consideration. Our commitment to equal opportunity means ensuring that every employee has equal access to resources and support.
SDSU Research Foundation complies with Titles VI and VII of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California’s Proposition 209 (Art. I, Section 31 of the California Constitution), and other applicable state and federal anti-discrimination laws including grant or contract terms and conditions related to funded program activities. Further the SDSU Research Foundation maintains a Nondiscrimination Policy that prohibits discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of unlawful discrimination, harassment, and retaliation in all programs, policies, and practices.
SDSU Research Foundation makes all employment decisions including, but not limited to, applicant screening, hiring, promotion, demotion, compensation, benefits, disciplinary actions, and terminations on the basis of merit.

Original Job Description