Finance Technician I

FINANCE TECHNICIAN I

SALARY: $3221.55 to $4533.04 monthly (26 pay periods annually)

FINAL FILING DATE: We are accepting the first 50 qualified applications or closing at 5 pm, June 5, 2017; whichever occurs first.

IT IS MANDATORY THAT YOU COMPLETE THE SUPPLEMENTAL QUESTIONNAIRE. YOUR APPLICATION WILL BE REJECTED IF YOU DO NOT PROVIDE ALL NECESSARY INFORMATION.

THE POSITION

The Human Resources Department is accepting applications for position of Finance Technician I. The current opening is a limited term, benefitted and full-time position in the Finance Department, but the list may be utilized to fill future regular and full-time vacancies in the City for the duration of the list. The term length for the current vacancy is not guaranteed but cannot exceed 36 months. The normal work schedule is Monday through Friday, 8 –5 pm; a flex schedule may be available.

The City of Roseville promotes a no smoking atmosphere.

DEFINITION

To perform a variety of complex and specialized accounting duties in an assigned functional area of responsibility; to function as a liaison between the Finance Department, citizens, and other City departments by answering questions and solving complicated and/or sensitive problems; and to perform a variety of technical tasks relative to assigned area of responsibility.

DISTINGUISHING CHARACTERISTICS

This is the entry-level class in the Finance Technician series. Positions in this class typically have little or no directly related work experience and work under immediate supervision while learning job tasks. The Finance Technician I is distinguished from the II level by the performance of less than the full range of duties assigned to the II level. Incumbents work under immediate supervision while learning job tasks, progressing to general supervision as procedures and processes of assigned area of responsibility are learned.

SUPERVISION RECEIVED AND EXERCISED

Receives immediate supervision from assigned management or supervisory staff; and may receive technical and functional supervision from a Senior Finance Technician.

EXAMPLES OF ESSENTIAL DUTIES – Duties may include, but are not limited to, the following:

• Perform specialized and detailed work in the review and processing of various financial records and related materials; ensure the integrity of data and information related to area of assignment which may include cash management, utility billing/customer service, accounts payable/receivable and/or consolidated billing.

• Receive, research and resolve discrepancies related to cash management, utility billing/customer service, accounts payable/receivable and/or consolidated billing; receive, research and respond to inquiries from other departments, vendors, and customers.

• Analyze and reconcile a variety of journals, accounts, reports and records; to prepare, process, and maintain accounting system records, and transactions.

• Prepare journal entries and general ledger reconciliations and perform month and year-end closing of accounting records; assist with budget development and monitoring.

• Balance financial information system controls; balance and post financial transactions to ledgers and sub-ledgers and reconcile to the accounting system; and balance various other financial transactions with source documents and controls.

• Administer and train new users on document management/retention automated systems.

• Prepare, compile, tabulate and maintain data and complex documents; assist with preparing technical financial, statistical and operational reports, statements and records.

• Respond to inquiries from the public in person, by telephone, and/or in writing, regarding areas of responsibility and initiate appropriate action to resolve problems.

• Research and answer employee and City departments’ inquiries regarding the status of accounts and payments, including proper transaction coding and related matters.

• Plan, prioritize, and review the work of staff assigned to a variety of clerical accounting functions, as assigned.

• Develop schedules and methods to accomplish assignments ensuring work is completed in a timely and efficient manner, as assigned.

• Participate in evaluating the activities of staff, recommending improvements and modifications, as assigned.

• Provide and coordinate staff training; work with employees to correct deficiencies, as assigned.

• Serve as administrator for a variety of software; add and delete users; and coordinate with software vendor for the resolution of issues.

• Build and maintain positive working relationships with co-workers, other City employees and the public using principles of good customer service

• Perform related work as required.

MINIMUM QUALIFICATIONS

Knowledge of:

• Practices, methods, and terminology used in financial and statistical record keeping.

• Principles and practices of routine analytical research.

• Customer service principles and problem resolution techniques.

• Modern office practices and procedures, computer equipment and software applications related to financial accounting.

• Business letter writing and report preparation.

Ability to:

• Perform difficult and responsible technical work involving financial and related statistical record keeping.

• On a continuous basis, know and understand all aspects of the job. Intermittently analyze work papers, reports and special projects; research, identify and interpret technical and numerical information; observe and problem solve operational and technical policy and procedures.

• On a continuous basis, sit at a desk for long periods of time. Intermittently twist to reach equipment surrounding desk; perform simple grasping and fine manipulation; use telephone, and write or use keyboard to communicate through written means; and lift or carry weight of 10 pounds or less.

• Prepare, process, review, and check submitted accounting and financial documents, records, and forms for accuracy, completeness and conformance to applicable policies, rules, and regulations.

• Research and compile technical and financial information.

• Operate a personal computer for data entry, inquiry, and report generation.

• Maintain confidentiality of a wide range of sensitive information.

• Make accurate mathematical calculations.

• Communicate clearly and concisely, both orally and in writing.

• Establish and maintain cooperative relations with those contacted during the course of work.

Experience and Training

Experience:

• Two years of responsible experience as an account or finance clerk/assistant.

Training:

• Equivalent to an Associate’s degree from an accredited college or university in accounting, finance or related field.

License or Certificate

• Possession of, or ability to obtain, a valid California Driver’s License.

SUPPLEMENTAL QUESTIONNAIRE

1. Your responses to questions 2, the applicant’s education, training and experience, will be scored using a pre-determined formula. Your responses to these questions must be consistent with your employment application information. This experience must also be described in the “Work Experience” section of this application. Responses to the supplemental questionnaire that are inconsistent from your “Work Experience” section in the application will not be scored. I understand and agree with the above instructions.

– Yes

– No

2. How many years of experience do you have as an account or finance clerk/assistant performing functions such as accounts receivable, cash receipting, and/or cash handling and deposits?

– Less than 1 year

– 2-3 Years

– 3-4 Years

– 4-5 Years

– 5+ Years

3. Please select the functions/processes below which you have knowledge and/or professional experience. Your application materials must substantiate this experience. Check all that apply.

– Accounts Receivable

– Cash Handling and Deposits

– Customer Service

– Cash Receipting

– Wire Transfers

4. Describe your experience performing Accounts Receivable functions?

5. Describe your experience performing Cash Handling and Deposit functions?

6. How would you describe your skills with Microsoft Excel?

SELECTION PROCESS

All candidates meeting the minimum qualifications will have their application scored in a Formula Rate Examination. The applicant’s experience and education will be evaluated using a pre-determined formula. Scores from this evaluation will determine applicant ranking and placement on the Employment List. Supplemental questions will be utilized by the department hiring authority to make interview and selection determinations. Please note that applicants who meet minimum qualifications will be required to respond to an online Criminal Conviction Questionnaire sent via e-mail. Failure to respond to this questionnaire within (5) five calendar days of the e-mail notification will result in your application not being considered further. Final appointment is contingent upon a check of past employment references, passing a City-paid fingerprint check and depending on position applied for a pre-employment medical exam and a drug and alcohol screening test.

THE CITY OF ROSEVILLE IS AN EQUAL OPPORTUNITY EMPLOYER. IF YOU REQUIRE AN ACCOMMODATION DUE TO A DISABILITY, PLEASE CONTACT THE HUMAN RESOURCES DEPARTMENT AT LEAST 5 WORKING DAYS BEFORE A SCHEDULED INTERVIEW/EXAMINATION PROCESS. MEDICAL DISABILITY VERIFICATION MAY BE REQUIRED PRIOR TO ACCOMMODATION.