Fiscal Technician

CalHR • Sonora, CA

2d

About The Position

Under limited supervision, the Accounting Technician performs technical sub-professional accounting work involving the maintenance of fiscal and statistical records; preparation of financial statements, documents, analyses, and reports; and maintenance of accounting records, reports, and manual or computer-based accounting systems. This specialized, single-level class is responsible for a variety of complex departmental fiscal records, computer-based accounting systems, or broad accounting functions. The role requires sustained independent judgment and interpretive ability. It differs from the professional Accountant I class, which performs professional accounting work.

Requirements

• Meet one of the following experience and education pathways: one year as an Account Clerk III in an Interagency Merit System (IMS) County; two years as an Account Clerk II in an IMS County; three years of full-time experience maintaining and reviewing fiscal, financial, accounting, or statistical records; or an Associate of Arts degree in Accounting and six months of full-time experience maintaining and reviewing such records.
• For the three-year experience pathway, 12 semester units or 18 quarter units in accounting, business math, bookkeeping, or a closely related field may substitute for one year of experience.
• Demonstrate mathematical aptitude and accurately enter data into automated systems.
• Prepare financial reports and maintain ledgers and journals.
• Independently perform varied and responsible technical accounting assignments.
• Analyze data and draw logical conclusions.
• Use common spreadsheet and database software packages.
• Communicate effectively verbally and in writing; follow written and oral directions; maintain confidentiality; and establish effective working relationships.
• Possess integrity, initiative, dependability, good judgment, the ability to work cooperatively, and health consistent with performing assigned duties.
• Be authorized to work in the United States without visa sponsorship by the start date.
• Complete the entire Training & Experience Examination and receive a minimum rating of 70% to qualify for the eligible list.
• Provide transcripts with the application if using education to meet minimum qualifications; foreign transcripts require an evaluation showing equivalent units.

Nice To Haves

• Ability to speak, read, and write Spanish in addition to English.
• A valid driver's license may be required at appointment.

Responsibilities

• Maintain journals and general ledgers of financial transactions and prepare analytical reports on revenues and expenditures.
• Independently perform complex and technical audits based on analysis and interpretation of financial information.
• Prepare calculations for billing for services provided by the county.
• Distribute funds in accordance with state and federal regulations.
• Maintain ancillary, general, statistical, and cost records.
• Examine and review account records, adjust balances, and reconcile accounts.
• Prepare and process materials requiring analysis of source material and familiarity with applicable policies, procedures, terminology, and laws.
• Compile narrative and statistical reports, locate information sources, devise forms to collect data, and determine report formats.
• Answer questions requiring research and explanation of technical data, laws, policies, or procedures, referring matters requiring policy decisions to a supervisor.
• Operate automated systems and troubleshoot issues involving fiscal and statistical reports and related documents, as needed.
• Manage a billing and statistical record-keeping operation, as needed.
• Perform related duties as assigned.

Benefits

• Generous leave accruals
• Step increases upon each 2,080 hours worked until the maximum salary is reached
• Longevity incentive
• Medical, dental, and vision insurance with a substantial employer-paid contribution
• CalPERS retirement benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree