Fiscal Technician

Definition of Class

• A Fiscal Technician performs advanced clerical-accounting work involving the application of bookkeeping principles and practices. An employee in this position performs advanced bookkeeping duties involving recording, processing, and controlling financial records, both on paper and electronically. Work can involve examining a variety of financial records/documents for propriety, quality, and conformance to established accounting procedures; responsibility for establishing and reviewing internal processing procedures; and the ability to work mostly independently. Other related fiscal and office responsibilities may also be assigned.

Nature of Work

• A Fiscal Technician reviews, posts, and processes a variety of financial, payroll, or audit documents. Other responsibilities include posting data to general ledger accounts, taking trial balances and preparing financial reports, analyzing forms, correspondence, audit and investigative reports and records, and maintaining payroll records.

Duties & Responsibilities

• This is a fiscal position within the Erie County Office of Drug and Alcohol Abuse and reports directly to the Executive Secretary/ Office Manager.
• Fixed Asset Accounting:
• Serves as liaison for County’s fixed asset management program and part of inventory team.
• Tracks fixed assets that are purchased, transferred, or disposed of according to written policies and procedures.
• Informs County office of such activity and verifies listings of fixed assets with Office of Drug and Alcohol, locations and staff to which assets are assigned.
• Affixes property tags to new equipment.
• Conducts annual and as-needed inventories.
• Quality Assurance / Financial Reports:
• Create MA Eligibility Verification batch files.
• Monitor and coordinate with CCBH regarding MA-eligible SCA clients facing a pending lapse in Medicaid coverage eligibility.
• Create trend reports regarding CCBH reimbursable service utilization.
• Understand eligibility and enrollment requirements for receiving Medicaid services.
• Prepare supervisory reports to track DDAP and MA funding for the Office of Drug and Alcohol Programs (DDAP).
• Participate in internal fiscal audits of Federal and state funding programs to assure compliance with Agency, State, and Federal and state regulations, policies, and procedures.
• Prepare reports detailing wages, overtime, and pager earnings paid.
• Miscellaneous:
• Responsible for answering incoming calls to the office and redirecting them as needed.
• Assist with providing centralized coordination of contract documents.
• Assist with reviewing fiscal documents for the annual SCA Provider Monitoring.
• Provides centralized coordination of ordering, inventory management, and utilization tracking for all Prevention and Regional Recovery Hub (RRH) program supplies.
• Responsible for weekly trips to the courthouse and other departments (as needed) for performing interdepartmental-related tasks.
• Serve as backup to Fiscal Admin for accounts payables and tracking.
• Responsible for greeting clients who check in at the front office for an appointment with a D&A Case Manager.
• Provide MA enrollment assistance and expertise to clients, and to eligibility and invoicing staff, within the Office of Drug & Alcohol Abuse (D&A) fiscal department.
• Assist Case Managers with client management documentation duties through CPR-Web.
• Apply sound judgment, make decisions within assigned scope, and interact professionally with the public and providers; collaborate with a team of fiscal staff.

Knowledge, Skills, & Abilities

• Thorough knowledge of bookkeeping principles and current office practices; proficiency with financial software and office equipment; ability to perform detailed work involving written or numerical data; ability to prepare financial reports and statements and to apply and adapt established methods to financial transactions.

Minimum Requirements

• High School Diploma or GED with a minimum of 1 year maintaining fiscal records or performing Medicaid eligibility and/or invoicing duties, OR an Associate’s Degree in Accounting or Business Administration, OR an equivalent combination of education and training.

Preferred Qualifications

• Experience in county or human services fiscal operations, Medicaid eligibility workflows, and audit preparation.

Supervision Received

• Work is performed under close supervision of the D&A Executive Secretary/Office Manager by following specific procedures and through daily assignment. Work is reviewed through daily contact, supervisory conferences, and performance review.

Conditions Of Employment

• Required to provide—and are subject to—Pennsylvania criminal and child abuse clearances as well as an FBI fingerprint clearances.