Payment Specialist

Job SummaryUnder the general supervision of the Associate Director of Procurement to Payment Services, the Payment Specialist is responsible for processing the payment of invoices and reimbursements and has the training and experience to independently perform much of the skilled work required in the Payment Services department. Incumbent performs diverse duties involving a wide range of procedures using initiative and judgment in analyzing information and determining a course of action within the specifications of standard practice and established guidelines of SJSU, CSU, State and/or Federal procurement policies and travel regulations. The Payment Specialist acts as liaison between Payment Services, Contracts & Procurement, and Receiving departments. Incumbent communicates established policies and procedures to faculty, staff, and the general public.Key ResponsibilitiesAudit/analyze, prepare and approve to pay, PO and Direct Payment invoices, Employee/Student Reimbursements, Petty Cash, Travel and other Reimbursements, and International Travel Advance requests, ensuring compliance with SJSU, CSU, State and Federal policies and guidelines, as applicable.Access paperless support documents and invoices for payment and reimbursement requests via the OnBase imaging and workflow system.Contact requestors (i.e. vendors, campus departments/individuals, travelers) for missing or additional support documentation or information.Create PO invoice and other voucher types utilizing the Accounts Payable module of the Common Financial System (CFS) - Oracle (PeopleSoft) finance system.Create PO invoice and other voucher types utilizing the Accounts Payable module of the OnBase imaging system.Manage/review/update CFS vouchers created via the SJSU Financial Transaction Services (FTS).Review data-entry and other system-generated reports (i.e. matching) for accuracy and completeness of online and quick invoice vouchers; make corrections and address receiving or other match exceptions.Reconcile vendor statements and resolve issues related to outstanding invoice notices. Follow-up and communicate with vendors and campus departments as needed.Request CFS Vendor set up or updates to vendor information as needed.Collect Control Group Reports for all Direct Payment Requests and Employee/Student Reimbursements expected to pay.Attach check file copy to appropriate supporting documents if needed. Follow any special handling instructions as requested (attachments, address adjustments, pick-up or mailing/shipping requests).Record checks to be distributed on Daily Audit Check Log. Release checks for distribution (mail or pick up).Use CFS functionality to void a check, issue a stop payment, escheat checks, and reissue checks.Prepare claims document packages as required for submission to SCO; prepare claims packages for overnight shipping.Prepare State of California Form STD 676 to report various types of fringe benefit payments to employees, such as Call Back Mileage, Wireless Device Allowances, etc.Audit/analyze ProCard/GoCard statements for charges made to ensure appropriateness to the program guidelines.Prepare monthly charge-back spreadsheet for Accounting Services.Knowledge, Skills & AbilitiesThorough knowledge of Accounts Payable functions, procurement processes, travel and other reimbursement requests.Knowledge of, or the demonstrated ability to learn, the policies and procedures of SJSU, the CSU system, and the State of California, as they pertain to procurement processes and travel.Thorough knowledge of Oracle (PeopleSoft) Finance System, working knowledge of Microsoft Word and Excel, and Google Email (or similar email system).The ability to analyze, to interpret, and to implement a variety of written rules, regulations, and guidelines.The ability to review financial documents for accuracy, completeness, validity, and adherence to standards.The ability to handle multiple work priorities in a timely manner; to plan, to organize, and to perform day-to-day work independently under general supervision.Thorough knowledge of English grammar, spelling and punctuation. Must be able to effectively communicate orally and in writing.Thorough knowledge of financial record-keeping methods, procedures and practices; arithmetic and general office procedures.General knowledge of governmental financial record-keeping methods.Ability to communicate with constituents in a professional and respectful manner.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 QualificationsExperience with Oracle (PeopleSoft) Finance System and experience working in an institute of higher education or governmental organization.Knowledge or experience with tax compliance issues such as California Sales and Use Tax, California Nonresident Withholding, and Federal reporting of Miscellaneous Income.Experience with San Jose State University, the California State University System, and/or the State of California policies and procedures related to procurement and travel processes.CompensationClassification: Accounting Technician IIAnticipated Hiring Range: $3,968/month - $4,381/monthCSU Salary Range: $3,872/month - $6,428/monthSan Jose 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 InterestList of ReferencesAll applicants must apply within the specified application period:

August 28, 2024 through September 12, 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 Personneljobs@sjsu.edu408-924-2252CSU 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

CSU Policy

and questions may be sent to jobs@sjsu.edu.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 Jose 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.Equal Employment StatementSan Jose 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).

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