Account Clerk III (MSS)

CalHR•Crescent City, CA

20h

About The Position

Under limited supervision, the Account Clerk III performs difficult and specialized clerical accounting duties involving the preparation and maintenance of financial and statistical records in manual or automated environments. The position explains rules, policies, and operations related to its work area and may act as a lead worker, assigning and reviewing work and training fiscal support staff. This is the advanced journey level in the Account Clerk series. Incumbents either lead a group of fiscal support staff or apply detailed, complex subject-matter knowledge of a specific program area or specialized system. The role is distinguished from an Office Assistant position by its sustained and frequent application of mathematical skills and its interpretation and application of procedures involving financial, statistical, and numerical information. Duties include preparing records and reports, processing and reconciling financial transactions, maintaining accounting and case records, assisting the public, and using automated systems to support departmental operations.

Requirements

Two years of full-time clerical accounting experience performing fiscal or statistical work in an office environment, including one year of full-time journey-level experience.
Qualifying experience may be substituted for by up to one year with 30 semester units or 45 quarter units in basic financial and statistical recordkeeping practices and procedures, relevant mathematics, or computer applications and spreadsheet software.
Education and experience may be combined to meet the minimum qualifications; 15 semester units or 22.5 quarter units equal six months of experience when combined.
Knowledge of advanced mathematics and statistics, including complex decimal, fraction, and 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 account, fiscal, and case records in the assigned area.
Knowledge of bookkeeping, accounting, financial auditing, lead supervision, and training principles.
Knowledge of methods for 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 difficult and complex financial and statistical data.
Ability to make arithmetic computations quickly and accurately, including calculations involving the four basic operations, percentages, decimals, and fractions.
Ability to lead and train employees on laws, rules, regulations, and office procedures.
Ability to read and understand rules, codes, regulations, procedures, policies, and precedents.
Ability to communicate information orally to a wide variety of people and compose clear reports and correspondence using appropriate grammar and spelling.
Ability to compile information into clear, concise, organized written reports or documents.
Ability to research, proof, evaluate, gather, organize, and arrange diverse information and maintain journals, ledgers, and complex accounting and case records.
Applicants using education to meet the minimum qualifications must attach transcripts to their application; applicants with foreign transcripts must provide an evaluation showing equivalent units.
Applicants must possess integrity, initiative, dependability, good judgment, the ability to work cooperatively, and health consistent with performing the assigned duties.
A valid driver's license may be required at appointment; employees may also be required to drive their own car, provide proof of insurance, and obtain DMV clearance.
Proof of ability to work in the United States is required as a condition of employment.

Responsibilities

Instruct employees in interpreting and applying laws, regulations, policies, and procedures for fiscal and statistical recordkeeping.
Serve as a technical resource for difficult problems and specialized issues.
Prioritize and distribute workloads; monitor work quality and timeliness; provide instruction on deficiencies; and give feedback to the supervisor as requested.
Answer public inquiries about policies and procedures, obtain information, resolve discrepancies or errors, provide relevant information, refer clients, and explain forms and documents.
Prepare statistical, fiscal, and case-record reports required by state, federal, and local agencies by gathering and organizing source information into required formats.
Assist with compiling budget information, including work and time records.
Receive and verify bills, invoices, vouchers, purchase orders, claims, and related materials; tabulate and code amounts; post revenues and expenditures; adjust accounts; balance totals; and trace and correct errors.
Maintain financial, statistical, work, time, payroll, and case-record information.
Collect and disburse money and other negotiable items; maintain receipt records; balance and reconcile cash statements and computerized reports; and process invoices, purchase orders, and other records.
Verify and process bank deposits and deposit funds into appropriate accounts.
Write correspondence to public and private organizations or agencies to obtain or verify information.
Operate automated systems to produce notices, checks, graphs, charts, letters, reports, legal documents, spreadsheets, and standardized forms; troubleshoot system problems as needed.
Perform related duties as assigned.