Fiscal Specialist II

Polk County•Bartow, FL

3d•Onsite

About The Position

This position requires the physical, developmental, and mental ability to perform job tasks, work efforts, responsibilities, and duties related to fiscal management. The role involves receiving, reviewing, and preparing fiscal documents such as invoices, statements, p-cards, and purchase orders for payment authorization. It also includes preparing, reviewing, and verifying fiscal matters and purchase orders within budget allocations, and auditing program finances to ensure compliance with county, state, and federal policies. The specialist will maintain and monitor grant and budgetary controls, ensure account balance accuracy, and request necessary documentation and clarification from vendors. Additionally, the role may involve serving as a timekeeper, assisting the Fiscal Manager with financial reports, preparing annual reports for auditing, designing accounting forms, and potentially assisting in training or assuming lead worker responsibilities.

Requirements

Graduate of an accredited high school or possess an acceptable equivalency diploma.
Minimum of four (4) years bookkeeping or related responsible accounting/fiscal experience.
Must be able to utilize all features afforded by word processing software and other required software and personal computers utilized by assigned unit.
Must have a valid driver's license and be able to secure a valid Florida driver's license at the time of employment within this classification should it be required of the work unit.
Knowledge of bookkeeping principles and purchasing procedures.
Knowledge of record keeping methods, practices, and procedures.
Knowledge of office practices, procedures, and equipment.
Ability to make accurate mathematical calculations.
Ability to maintain accounting records and prepare reports.
Ability to understand and follow written and oral instructions.
Ability to maintain an effective working relationship with the public and other employees.
Ability to type, utilizing personal computers, related software and other office equipment of the assigned work unit.
Knowledge of English, punctuation, spelling and arithmetic.
Ability to work independently and adhere to prescribed routines and practices.
Ability to develop effective work methods and procedures.
Ability to prepare, draft, and compose routine documents including business letters, memoranda, and related program materials.
Ability to oversee the work of others.

Nice To Haves

Comparable amount of training and related experience may be substituted for the minimum qualifications.

Responsibilities

Receives, reviews, and prepares fiscal invoices, statements, p-cards and/or purchase orders, relative correspondence and reports for payment authorization and appropriate signatures.
Prepares, reviews, verifies, and distributes fiscal matters/purchase orders within appropriate budget allocations.
Audits program finances to ensure funds are properly expended and recorded in accordance with established county, state and federal policies, procedures, regulations, and guidelines.
Prepares, maintains, and monitors grant and budgetary controls of allocated funds.
Ensures that account balances are accurate, updated, and sufficient for proposed expenditures prior to forwarding for approval.
Requests purchase orders, prepayment vouchers, and invoices from other areas in the unit and/or county.
Requests additional information and clarification from vendors if necessary.
Serves as timekeeper and/or backup for various division program areas.
Assists Fiscal Manager in preparation of monthly financial reports.
Prepares annual report of receipts and vouchers for auditing supervisor.
Designs, develops, and prepares accounting forms and documents necessary for the proper reporting and forwarding of financial data.
May assist in training.
May assume lead worker responsibilities overseeing the work of others.
Performs related duties as required.