Account Clerk III - Fiscal (Location: Trinity County)

CalHR•Weaverville, CA

8d•Onsite

About The Position

Under limited supervision, the Account Clerk III performs the more difficult and specialized clerical accounting duties in the preparation and maintenance of financial and statistical records in a manual or automated environment. This role involves explaining rules, policies, and operations related to assigned work areas. The Account Clerk III may serve as a lead-worker, providing training and work assignments to a group of fiscal support staff. This is the advanced journey level in the Account Clerk series, requiring incumbents to either act as a lead-worker or exercise detailed and complex subject matter knowledge of a specific program area or specialized system. The primary duties involve the application of mathematical skills and the interpretation and application of rules and procedures requiring sustained, frequent, and intensive use of financial, statistical, and numerical data and information.

Requirements

Two (2) years of full-time clerical accounting experience performing fiscal or statistical work in an office environment, with one (1) year of full-time experience at the journey level.
Thirty (30) semester units or forty-five (45) quarter units that included coursework in basic financial and statistical recordkeeping practices and procedures; mathematics such as addition, subtraction, multiplication, division, decimals, fractions, and percentages; or computer applications and spreadsheet software may be substituted for up to one year of qualifying experience.
Knowledge of advanced mathematics and statistics such as complex decimal, fraction, percentage formulas, and statistical calculations.
Knowledge of grammar, vocabulary, spelling, punctuation, and composition.
Knowledge of office and department practices, procedures, programs, services, policies, regulations, and automated systems.
Knowledge of laws, rules, and regulations governing the maintenance of account, fiscal, and case records in the area assigned.
Knowledge of bookkeeping, accounting, and financial auditing procedures.
Knowledge of principles of lead supervision and training.
Knowledge of methods and techniques used in researching, proofing, evaluating, gathering, organizing, and arranging data.
Knowledge of common word processing, spreadsheet, and database software packages.
Ability to verify, compile, reconcile, and interpret more difficult and complex financial and statistical data.
Ability to make arithmetic computations with speed and accuracy.
Ability to calculate solutions to math problems including addition, subtraction, division, multiplication, percentages, decimals, and fractions.
Ability to lead and train subordinate employees on laws, rules, regulations, and office procedures.
Ability to read and understand specific rules, codes, regulations, procedures, policies, and precedents.
Ability to communicate information effectively and orally to a wide variety of people.
Ability to compose reports and correspondence (e.g., letters, memorandums) using appropriate grammar and spelling.
Ability to compile multiple pieces of information clearly and concisely into an organized and understandable written report/document.
Ability to research, proof, evaluate, gather, organize, and arrange a diversity of information.
Ability to maintain journals, ledgers, and complex accounting and case records.

Responsibilities

As a lead-worker, instructs employees in the interpretation and application of laws, regulations, policies, and procedures related to fiscal and statistical record-keeping.
Acts as a technical resource on more difficult problems or specialized issues.
Prioritizes and manages workload distribution; monitors quality and timeliness of unit work; identifies and provides individual instruction to co-workers for work deficiencies; provides feedback to supervisor as requested.
Assists the public by answering inquiries about policies and procedures; obtains information, resolves discrepancies or errors, disperses relevant information, or refers clients to the appropriate personnel or location; explains the proper use of forms, documents, and reports.
Prepares statistical, fiscal, and case record reports required by state, federal, and local agencies; gathers and arranges information by extracting from source documents or computer reports, and arranges in an understandable, presentable, or prescribed format.
Assists with compilation of budget information including work and time records.
Receives and verifies bills, invoices, vouchers, purchase orders, claims, and related materials; tabulates amounts; codes data for processing; posts revenue and expenditures to daily journals and control registers; adjusts accounts, proofs and balances total against off-setting total or source materials; traces and corrects errors.
Maintains financial, statistical, work, time, payroll information, and case record information.
Handles money transactions such as collecting and disbursing monies and other negotiable items related to the department's programs and agency operations; maintains records of receipts; checks, balances, and reconciles cash statements and computerized reports; processes documents such as invoices, purchase orders, and other records.
Verifies and processes bank deposits and deposits funds in the appropriate accounts.
Writes letters, memos, or documents to correspond with public and private organizations/agencies to obtain or verify information.
May operate automated systems to produce notices, checks, graphs, charts, letters, reports, legal documents, spreadsheets, and standardized forms that are required for the maintenance of fiscal and statistical reports.
May trouble-shoot problems relating to automated systems.
Performs related duties as assigned.