Accounts Payable Tech II

At Cal Poly Humboldt, bold hearts and open minds shape the future. Founded in 1913, Cal Poly Humboldt began as a small college for teachers. Today Humboldt has grown into a comprehensive university with rigorous science and liberal arts programs. Designated a polytechnic in 2022, Cal Poly Humboldt provides hands-on, impactful educational opportunities that lead to meaningful, measurable outcomes for the individual, for the state, and the world.

About the role

Under the general supervision of the Interim Associate Director of Contracts, Procurement, and Accounts Payable, and under the technical direction of the Accounts Payable Technician III Leads, the Accounts Payable Technician II performs full-cycle accounts payable duties requiring the application of established procedures, independent judgment, and technical knowledge. The incumbent ensures the accurate, timely, and policy-compliant processing of invoices, travel, and expense reimbursements, while providing high-quality customer service and support to campus departments and external vendors.

Responsibilities

• Accounts Payable Processing & Financial Transactions – 30%
  • Review and process invoices, vouchers, and payment requests for accuracy, completeness, and compliance with CSU and university policies
  • Match invoices with purchase orders and supporting documentation
  • Process payments within established timelines and terms
  • Utilize financial systems (e.g., CSU Buy P2P, CFS/PeopleSoft, Concur) and reporting tools (e.g., Excel, queries)
  • Ensure proper approvals, coding, and documentation are in place
  • Maintain accurate records to support audit and reporting requirements
• Audit & Compliance Review (Travel, ProCard, and Other Card Activity) - 20%
  • Audit financial transactions including travel reimbursements, procurement card (ProCard), travel card activity, and other expense submissions for compliance with CSU and university policies
  • Review supporting documentation for allowability, accuracy, and completeness
  • Identify discrepancies, request corrections, and ensure compliance prior to processing
  • Apply policy interpretation to a variety of transaction types
• Transaction Review & Issue Resolution – 15%
  • Review vendor statements, payment activity, and card transactions (e.g., ProCard, travel card) to ensure accuracy and completeness
  • Identify discrepancies between invoices, payments, and supporting documentation
  • Research and resolve routine to moderately complex transactional issues
  • Coordinate with departments, Procurement, and vendors to resolve discrepancies and ensure proper resolution
• Financial Systems, Recordkeeping & Process Support – 15%
  • Maintain accurate and organized financial records, documentation, and audit trails in accordance with CSU and university requirements
  • Assist with system updates, testing, and process improvements related to accounts payable operations
  • Update and maintain internal desk procedures and external-facing guidance materials to support accounts payable processes
  • Create and update training resources and reference materials for campus users related to accounts payable, travel, and expense processes, in coordination with Accounts Payable leadership
  • Generate and maintain spreadsheets, tracking logs, and reports to support operational monitoring and compliance efforts
  • Identify system or process issues and escalate as appropriate
• Vendor & Customer Service Support - 15%
  • Respond to vendor and campus inquiries regarding payment status, procedures, and policies
  • Provide guidance and clarification requiring explanation and interpretation of accounts payable processes
  • Maintain positive working relationships with internal and external stakeholders
• Other duties as assigned – 5%
  • As listed in classification standards

Requirements

• Thorough knowledge and understanding of accounts payable, financial recordkeeping, mathematical, and general office methods, procedures, and practices
• Ability to apply accounts payable procedures and practices to the analysis and resolution of accounts payable-related discrepancies
• Proficiency in financial systems software and spreadsheets
• Strong attention to detail and accuracy in financial analysis and reporting
• Organizational and time management skills to organize and prioritize work
• Strong communication and interpersonal skills to provide explanation and interpretation of accounts payable-related functions
• Ability to effectively communicate and work with a diverse population in a respectful and inclusive manner
• Equivalent to three years of accounts payable or closely related financial recordkeeping experience

Preferred Qualifications

• Experience working in a public sector or higher education environment
• Experience with enterprise financial systems (e.g., PeopleSoft/CFS), expense management systems (e.g., Concur), and Procure-to-Pay systems (e.g., CSU Buy or similar platforms)
• Familiarity with institutional policies related to travel, expense reimbursement, and procurement card activity
• Experience auditing expense reports or card activity for compliance
• Intermediate to advanced Excel skills (e.g., tracking, reporting, data analysis)
• Experience developing desk procedures, job aids, or training materials

Skills

• Ability to review and process a high volume of accounts payable transactions, including invoices, expense reimbursements, and card activity, with accuracy and attention to detail
• Ability to audit financial transactions (e.g., travel, procurement card, and other expense activity) for compliance with applicable policies and procedures
• Ability to interpret and apply policies and procedures to varied transactional scenarios and provide clear guidance to campus stakeholders
• Ability to identify discrepancies, research issues, and determine appropriate corrective actions within established guidelines
• Ability to independently manage workload and prioritize tasks to meet deadlines in a high-volume environment
• Ability to develop, update, and maintain internal desk procedures and external-facing guidance materials
• Ability to create and maintain training and reference resources to support campus users, in coordination with Accounts Payable leadership
• Experience using financial systems and tools (e.g., enterprise financial systems, expense management systems, spreadsheets) to process and track transactions
• Ability to provide high-quality customer service and maintain effective working relationships with internal and external stakeholders
• Ability to maintain confidentiality and exercise discretion when handling sensitive financial and personal information

Pay

CSU Classification Salary Range: $4,037 – $5,881 per month (Step 1- Step 20), Anticipated Hiring Range: $4,037 - $4,546 per month (Step 1-7).

Schedule

This is a full-time, 12-month pay plan, permanent position with a one-year probationary period.

Benefits

• Outstanding vacation, medical, dental, and vision plans
• Life insurance
• Voluntary pre-tax health and dependent care reimbursement accounts
• Fee waiver education program
• Membership in the California Public Employees Retirement System (PERS)
• 15 paid holidays per year

Additional benefits information can be found at https://www.humboldt.edu/hr/employee-benefits.