ACCOUNTING TECHNICIAN

ACCOUNTING TECHNICIAN Class Title ACCOUNTING TECHNICIAN Class Code 1212 Salary $64,729.60 - $78,728.00 Annually Definition Benefits DEFINITION Under general supervision, performs a variety of specialized, technical, and administrative and accounting work related to the preparation, review and maintenance of financial and statistical records; assigns and reviews work, sets priorities, and trains staff; and performs related work as required. DISTINGUISHING CHARACTERISTICS / SUPERVISION EXERCISED/RECEIVED An Accounting Technician is distinguished from an Accountant in that incumbents perform financial clerical work and not professional level accounting work. An Accounting Technician is distinguished from an Account Clerk in that the incumbent is the advanced skill level and working lead in the accounting clerical series and is responsible for assigning or reviewing the work of Account Clerks. Work done by the Accounting Technician requires incumbents to exercise judgment in selecting appropriate guidelines to follow, and in interpreting administrative or operational policies, and in solving non-routine problems based on knowledge gained through experience. Receives supervision from a designated manager or supervisor, may receive functional supervision from an Accountant. May provide functional supervision to Account Clerks or other lower level staff. EXAMPLES OF ESSENTIAL DUTIES The following duties represent the principal job duties; however, they are not all inclusive. Incumbents in this classification may be assigned to various areas and may not perform all of these tasks or may perform similar related tasks not listed here. Leads and participates in the work of Account Clerks including determining work procedures, assigning duties, training, assisting in solving work problems, enforcing City regulations and policies and promoting work efficiency; provides objective and constructive input for the performance evaluation of Account Clerks; Assures the proper maintenance of various ledgers, journals, accounts, and other similar accounting records; opens, verifies, balances, adjusts or closes accounts as necessary; Prepares reports, summaries, and balances and identifies problems and recommends solutions for assigned responsibilities; Reconciles bank statements and all subsidiary ledgers with the general ledger, and when required or approved, prepares general adjustments and transfers, and prepares regular monthly and adjusting journal entries; Receives, verifies, and accounts for large volumes of money using a personal computer, exercising extreme care and accuracy in handling money and making change; Posts entries from supportive records and balances against other records; checks records and papers for accuracy, completeness, and compliance with established standards and procedures; Prepares billings, calculates costs, inputs payment amount into automated system, and responds to inquiries regarding billing matters; Audits invoices against services rendered by checking invoices against purchase orders and requisitions; follows up and corrects any discrepancies in invoice transmittals, billed prices, discounts, and terms of payment; withholds payments of invoices pending submission of sufficient evidence for claims; contacts vendors to rectify errors, reconcile statements, and expedite payments; and processes invoices for payment; Edits, revises, proofreads and processes a variety of routine to moderately complex materials including correspondence, forms, memorandum, reports, agreements, technical and statistical charts and tables and other specialized and/or technical materials from verbal instruction, rough draft or other source documents; may compose correspondence and other documents for signature from brief instruction specific to the operations of assigned work unit; Verifies and reviews materials, applications, records and reports for completeness and conformance with established regulations and procedures; applies applicable policies and procedures in determining completeness of applications, records, and reports; provides information and forms to the public; collects and processes appropriate information; Responds to inquiries and/or complaints pertinent to division, departmental and/or City programs, facilities, services, policies or procedures; and/or refers them to appropriate department or staff member according to established policies and procedure; Compiles and verifies data from a variety of sources for accuracy and completeness; enters data into departmental and/or City-wide databases; inputs corrections and updates to maintain computer-based tracking information; and generates reports as scheduled and/or requested; Sorts, codes, files, tracks, locates and maintains a variety of logs, records and documents using standard manual or automated filing systems and databases; Identifies better methods for meeting service demands thorough streamlining and improving work methods, and tests these possible improvements; Prepares correspondence from brief instructions or notes; Provides customer service and interacts with other City employees, vendors and the public to provide information, resolve problems, answer questions, or refer questions to appropriate source. Examples of Other Duties The following duties represent duties that are generally performed by this position, but are not considered to be principal job duties: Maintains calendar of activities, meetings, and various events for assigned staff; coordinates activities and meetings with other City departments, the public, and outside agencies; coordinates and arranges special events as assigned; Assists with the planning, coordination and implementation of special projects and events as assigned; may serve as primary point of contact to ensure successful coordination and implementation of project and/or event activities; Attends meetings, workshops and seminars as appropriate; Serves on various committees as appropriate; Performs related duties as required. QUALIFICATION GUIDELINES Education and Experience Any combination of education and experience that provides the knowledge and abilities required is qualifying. A typical way to obtain the knowledge and abilities would be: High school graduation or equivalent, preferably including or supplemented by courses in accounting or financial record keeping and three years of experience in the preparation and maintenance of financial records; OR Associates degree, preferably including or supplemented by courses in accounting or financial record keeping and 2 years of experience in the preparation and maintenance of financial records. OR Bachelor's degree in Accounting or Finance and 1 year of experience in the preparation and maintenance of financial records. License and/or Certificates None. Knowledge of Principles and practices of financial record keeping including bookkeeping; Journal and ledger accounts systems; Departmental policies, procedures, systems, programs and functions; Office practices and the operation of fiscal office equipment; Supervisory principles and practices; Principles and practices of effective record keeping applicable to the maintenance of a variety of administrative, personnel, payroll, statistical and financial records; Personal computer, other standard office equipment and software applications used by assigned department; Customer relations and public relations techniques, including telephone and online customer etiquette; City codes and ordinances, and administrative rules and regulations affecting departmental operations; City and Department Mission including strategic goals and objectives; General City Operations. Ability to Maintain accurate, clear financial and statistical records; Apply, interpret and explain City and Department administrative rules and regulations affecting operations; Make arithmetic calculations quickly and accurately; Use initiative and judgment in discussing problems with the public involving office practices and policies and maintain confidentiality regarding critical and sensitive information; Exercise judgment and tact in dealing with customers in difficult situations; Maintain attention to detail in a work environment of frequent interruptions; Shift priorities as departmental workload demands require; Supervise the work of others; Interact with a wide variety of clientele while retaining a professional work environment; Communicate effectively with individuals from diverse socioeconomic, educational and cultural backgrounds; Communicate clearly, both orally and in writing and follow oral and written directions; Establish and maintain effective working relationships with other employees, vendors and the public; Effectively operate a personal computer and other standard office equipment; Learn and effectively use automated financial accounting systems and data processing applications; Learn and effectively apply the policies and procures of assigned work unit; Learn City departmental operations in order to direct service requests to the appropriate source; Compose letters from general oral and written instructions. SPECIAL REQUIREMENTS Performance of the essential duties of this position includes the following physical demands and/or working conditions: Physical Requirements On a daily basis, the essential duties of this classification require the ability to sit for extended periods of time in front of a computer screen; to walk to provide customer service and perform other office duties; to reach for files and other lightweight objects; to hear and verbally exchange information with the public, staff and others on the phone and in the office; to use finger dexterity to operate a computer and other office equipment and hand strength to grasp files and other objects; to see sufficiently to perform assignments; and to effectively use a telephone, computer keyboard and other office equipment. Frequently, the essential duties of this classification require the ability to stoop and kneel; and occasionally, to climb stairs and to lift, carry push and pull objects weighing up to 15 pounds. Work Environment Essential duties of this classification are primarily performed in a dynamic controlled temperature office environment that may include frequent interruptions and/or a high level of public contact. CAREER LADDER INFORMATION Experience gained in this classification in addition to training and course work may serve to meet the minimum requirements for promotion to Accountant. ESTABLISHED/REVISED DATE Established Date: January 1966 Revision Date: February 2017 Revision Date: May 2022 Dept. Review Date: December 2022

Salary : $64,730 - $78,728