Fiscal Technical Specialist I/II/III/IV

Job Summary

This position will be shared between the County Administration Office and County Counsel Office.

DEFINITION

FTS I
Under general supervision, to learn and perform a variety of special account, statistical, document processing, and technical record keeping and support work; to learn policies and requirements and review fiscal records, applications, or specialized documents and information, assisting the public and/or other County staff with the accuracy and completeness of the information; to assist others with the understanding of department/work unit procedures and requirements; to provide a variety of information about department/work unit services and functions; to perform a variety of technical and office support work; and to do related work as required.

FTS II
Under general supervision, to perform a variety of special account, statistical, document processing, and technical record keeping and support work; to review fiscal records, applications, or specialized documents and information, assisting the public and/or other County staff with the accuracy and completeness of the information; to assist others with the understanding of department/work unit procedures and requirements; to provide a variety of information about department/work unit services and functions; to perform a variety of technical and office support work; and to do related work as required.

FTS III
Under general supervision, to perform a variety of the more complex, specialized account, statistical, document processing, and technical record keeping and support work; to review fiscal records, applications, or specialized documents and information, assisting the public and/or other County staff with the accuracy and completeness of the information; to assist others with the understanding of department/work unit procedures and requirements; to provide a variety of information about department/work unit services and functions; to perform a variety of advanced technical and office support work; and to do related work as required.

FTS IV
Under general supervision, to perform a variety of the most complex, specialized account, statistical, document processing, and technical record keeping and support work; to serve as primary program support for a major program area, such as employee benefits, collections, coroner functions, recorder, assessor, special districts customer support, child support, information technology, countywide human resources, etc.; to review fiscal records, applications, or specialized documents and information, assisting the public and/or other County staff with the accuracy and completeness of the information; to assist others with the understanding of assigned program and department/work unit procedures and requirements; to provide a variety of information about department/work unit services and functions; to perform a variety of advanced technical and office support work; and to do related work as required.

DISTINGUISHING CHARACTERISTICS

FTS I
This is the entry and first working level in the Fiscal and Technical Specialist class series. Incumbents learn and perform a variety of specialized financial, statistical, and document processing work requiring substantial knowledge of the policies, procedures, and special requirements of the department or work area to which they are assigned. Incumbents may be assigned to a specific work area as dictated by the needs of the County, or a County department. This class is distinguished from Fiscal and Technical Specialist II by the fact many of the assignments performed by I’s are performed in a learning capacity, while more complete familiarity with a department’s policies, procedures, regulations, and document processing requirements is developed. Fiscal and Technical Specialist II’s are expected to perform a broader range of work assignments on a more independent basis.

FTS II
This is the second and fully experienced working level in the Fiscal and Technical Specialist class series. Incumbents perform a variety of specialized financial, statistical, and document processing work requiring substantial knowledge of the policies, procedures, and special requirements of the department or work area to which they are assigned. Incumbents may be assigned to a specific work area as dictated by the needs of the County, or a County department. This class is distinguished from Fiscal and Technical Specialist I by the fact many of the assignments performed by I’s are performed in a learning capacity, while more complete familiarity with a department’s policies, procedures, regulations, and document processing requirements is developed. This class is distinguished from Fiscal and Technical Specialist III by fact that Fiscal and Technical Specialist III is the advanced journey level with incumbents expected to have comprehensive knowledge of a specialized assignment area and also have the capability to perform work assignments in a variety of functions and areas of the department or work unit where assigned, as needed.

FTS III
This is the third and advanced journey working level in the Fiscal and Technical Specialist class series. Incumbents perform a variety of the more complex, specialized financial, statistical, and document processing work requiring substantial knowledge of the policies, procedures, and special requirements of the department or work area to which they are assigned. Incumbents may be assigned to a specific work area as dictated by the needs of the County, or a County department. They are also expected to have the knowledge and capability to perform assignments and provide assistance outside of the specialized work areas. This class is distinguished from Fiscal and Technical Specialist II by the fact that Fiscal and Technical Specialist III is the advanced journey level with incumbents expected to have comprehensive knowledge of a specialized assignment area and also have the capability to perform work assignments in a variety of functions and areas of the department or work unit where assigned, as needed. Fiscal and Technical Specialist II’s are not expected to have the breadth and scope of assignments or the degree of comprehensive knowledge expected of Fiscal and Technical Specialist III. This class is distinguished Fiscal and Technical Services IV by the fact the IV level is limited to very few positions which have relatively independent responsibility for a major portion of a department’s accounting system, countywide benefits, countywide human resources support, information technology technical support, or providing substantial lead work or work coordination for at least 2 other staff.

FTS IV
This is the highest in the Fiscal and Technical Specialist class series. Incumbents perform a variety of the most complex, specialized financial, statistical, and document processing work requiring substantial knowledge of the policies, procedures, and special requirements of the department or work area to which they are assigned. Incumbents are normally assigned primary program, fiscal, and technical support assignments for a defined area such as employee benefits, collections, coroner functions, recorder support, child support, assessor support, special districts customer support, information technology, countywide human resources etc. They may also be assigned lead work and work coordination responsibilities. Incumbents are expected to have the knowledge and capability to perform assignments and provide assistance outside of their specialized work area. This class is distinguished from Fiscal and Technical Specialist III by the level and degree of special program support work and the possible assignment of lead worker and work coordination responsibilities. Only a few, highly specialized positions in the County will be allocated to this level.

REPORTS TO
A variety of County supervisory or management positions, depending upon the department or program area where assigned.

CLASSIFICATIONS SUPERVISED
FTS I-FTS III: This is not a supervisory classification.
FTS IV: May be assigned lead work and work coordination responsibilities for Fiscal and Technical Specialists and support staff.

About the County

(The following is used as a partial description and is not restrictive as to duties required.)

FTS I
{The duties and assignments of a Fiscal and Technical Specialist I are similar to those of a Fiscal and Technical Specialist II with incumbents at the I level performing some assignments in a learning capacity and expected to increase their knowledge, scope of work, and independence as they become more familiar with the policies and procedures of the Department and work unit where assigned.}
Performs a variety of fiscal support and record keeping work, developing and maintaining financial records; provides specialized public and/or assistance to other County staff regarding assessment role information, County taxes and tax payments, fiscal records, recording procedures and functions, vital statistics, permit application and issue procedures, child support records and payments, public assistance records, or other areas, as assigned; updates and maintains records and information in computerized systems and databases; maintains a variety of statistical or other specialized records, posting and updating information to keep records current and accurate; may verify purchase orders and purchasing information; may maintain work and time records; may balance cash received, verify receipts, and prepare deposits; may assist with the development and control of budget information; may assist with payroll functions; reconciles information problems and ensures the accuracy of a variety of records; may have responsibility for subsidiary ledgers; provides requisite data to other government agencies, as delegated; may review referrals to department programs and processes per State requirements; updates and maintains computerized records and generates reports; uses spreadsheets and other special computer software; performs special assignments related to the department and unit where assigned; operates office equipment.

FTS II
Performs a variety of fiscal support and record keeping work, developing and maintaining financial records;
provides specialized public and/or assistance to other County staff regarding assessment role information, County taxes and tax payments, fiscal records, recording procedures and functions, vital statistics, permit applications and issue, child support payments and records, public assistance records, or other areas, as assigned; updates and maintains records and information in computerized systems and databases; maintains a variety of statistical or other specialized records, posting and updating information to keep records current and accurate; may verify purchase orders and purchasing information; may maintain work and time records; may balance cash received, verify receipts, and prepare deposits; may assist with the development and control of budget information; may assist with payroll functions; reconciles information problems and ensures the accuracy of a variety of records; may have responsibility for subsidiary ledgers; provides requisite data to other government agencies, as delegated; may review referrals to department programs and processes per State requirements; updates and maintains computerized records and generates reports; uses spreadsheets and other special computer software; performs special assignments related to the department and unit where assigned; operates office equipment.

FTS III
Performs a variety of the more complex fiscal support and record keeping work, developing and maintaining financial records; provides the more in-depth specialized public and/or assistance to other County staff regarding assessment role information, County taxes and tax payments, fiscal records, recording procedures and functions, vital statistics, permit applications and issue, child support payments and records, public assistance records, or other areas, as assigned; updates and maintains records and information in computerized systems and databases; maintains a variety of statistical or other specialized records, posting and updating information to keep records current and accurate; may verify purchase orders and purchasing information; may maintain work and time records; may balance cash received, verify receipts, and prepare deposits; may assist with the development and control of budget information; may assist with payroll functions; reconciles information problems and ensures the accuracy of a variety of records; may have responsibility for subsidiary ledgers; provides requisite data to other government agencies, as delegated; may review referrals to department programs and processes per State requirements; updates and maintains computerized records and generates reports; uses spreadsheets and other special computer software; performs specialized personnel support work; performs special assignments related to the department and unit where assigned; operates office equipment.

FTS IV
Has responsibility for providing primary support for a specialized County program or service area such as employee benefits, collections, coroner functions, recorder support, assessor support, special districts customer support, information technology, etc.; performs a variety of the most complex fiscal and technical support and record keeping work, developing and maintaining financial and specialized program records; provides the more in-depth specialized public and/or assistance to other County staff regarding an assigned specialty area; may provide lead work and work coordination for assigned Fiscal and Technical Specialists and other support staff; updates and maintains records and information in computerized systems and databases; maintains a variety of statistical or other specialized records, posting and updating information to keep records current and accurate; may verify purchase orders and purchasing information; may maintain work and time records; may balance cash received, verify receipts, and prepare deposits; may assist with the development and control of budget information; may assist with payroll functions, including serving as primary back-up for the countywide payroll function; may be assigned as primary support position for the countywide human resources function, performing a variety of assignments on an independent basis; reconciles information problems and ensures the accuracy of a variety of records; may have responsibility for subsidiary ledgers; provides requisite data to other government agencies, as delegated; may review referrals to department programs and processes per State requirements; updates and maintains computerized records and generates reports; uses spreadsheets and other special computer software; performs special assignments related to the department, unit, and special program/service area where assigned; operates office equipment.

Benefits Highlights

TYPICAL PHYSICAL REQUIREMENTS
Sit for extended periods; frequently stand and walk; normal manual dexterity and eye-hand coordination; lift and move objects weighing up to 25 lbs.; corrected hearing and vision to normal range; verbal communication; use of office equipment, including computer, telephone, calculator, copiers, and FAX.

TYPICAL WORKING CONDITIONS
Work is performed in an office environment; continuous contact with other staff.

DESIRABLE QUALIFICATIONS

FTS I
Knowledge of:
Financial and statistical record keeping.
Good public relations techniques.
Maintenance of files and information retrieval systems.
Computers and software used in office, fiscal, and administrative support work.
Modern office methods and procedures.
Correct English usage, spelling, grammar, and punctuation.
Mathematics.
Ability to:
Learn and perform a variety of specialized financial, statistical, assessment roll, treasury support, tax collection support, child support or document processing and recording work related to the
department and work unit where assigned.
Proficiently use a variety of computerized spreadsheet, word processing, and data base software.
Read, interpret, and apply a variety of rules, regulations, and policies to related to functions and services of the assigned work area.
Accurately maintain and update a variety of records and information systems.
Gather, organize, and summarize data and information.
Make mathematical calculations quickly and accurately.
Type or use word processing software at an acceptable speed to meet production requirements.
Operate a computer and use department software in the performance of assigned work.
Operate and use office equipment.
Deal tactfully and courteously with the public and other staff when explaining the functions, requirements, and policies of the work area where assigned.
Regularly work well under pressure, meeting multiple and sometimes conflicting deadlines.
Constantly demonstrate cooperative behavior with colleagues, supervisors, and customers/clients.

FTS II
Knowledge of:
Financial and statistical record keeping, document acceptance and processing requirements, and/or information system maintenance related to the department and work unit where assigned.
Policies, laws, rules, and regulations impacting the operations, transactions, and functions of the Department and work unit where assigned.
Good public relations techniques.
Maintenance of files and information retrieval systems.
Computers and software used in office, fiscal, and administrative support work.
Modern office methods and procedures.
Correct English usage, spelling, grammar, and punctuation.
Mathematics.
Ability to:
Perform a variety of specialized financial, statistical, assessment roll, treasury support, tax collection support, child support, or document processing and recording work related to the department
and work unit where assigned.
Provide technical support for an assigned area of County government.
Proficiently use a variety of computerized spreadsheet, word processing, and data base software.
Read, interpret, and apply a variety of rules, regulations, and policies to related to functions and services of the assigned work area.
Accurately maintain and update a variety of records and information systems.
Gather, organize, and summarize data and information.
Make mathematical calculations quickly and accurately.
Type or use word processing software at an acceptable speed to meet production requirements.
Operate a computer and use department software in the performance of assigned work.
Operate and use office equipment.
Deal tactfully and courteously with the public and other staff when explaining the functions,
requirements, and policies of the work area where assigned.
Regularly work well under pressure, meeting multiple and sometimes conflicting deadlines.
Constantly demonstrate cooperative behavior with colleagues, supervisors, and customers/clients.

FTS III
Knowledge of:
Comprehensive knowledge of financial and statistical record keeping, document acceptance and processing requirements, and/or information system maintenance related to the department and work unit where assigned.
In-depth understanding of the policies, laws, rules, and regulations impacting the operations, transactions, and functions of the Department and work unit where assigned.
Good public relations techniques.
Maintenance of files and information retrieval systems.
Computers and software used in office, fiscal, and administrative support work.
Modern office methods and procedures.
Correct English usage, spelling, grammar, and punctuation.
Mathematics.
Ability to:
Perform a variety of the more complex specialized financial, statistical, assessment roll, treasury
support, tax collection support, child support records, or document processing and recording work related to the department and work unit where assigned.
Provide the more difficult technical support for an assigned area of County government.
Proficiently use a variety of computerized spreadsheet, word processing, and data base software.
Read, interpret, and apply a variety of rules, regulations, and policies to related to functions and services of the assigned work area.
Accurately maintain and update a variety of records and information systems.
Gather, organize, and summarize data and information.
Make mathematical calculations quickly and accurately.
Type or use word processing software at an acceptable speed to meet production requirements.
Operate a computer and use department software in the performance of assigned work.
Operate and use office equipment.
Deal tactfully and courteously with the public and other staff when explaining the functions, requirements, and policies of the work area where assigned.
Regularly work well under pressure, meeting multiple and sometimes conflicting deadlines.
Constantly demonstrate cooperative behavior with colleagues, supervisors, and customers/clients.

FTS IV
Knowledge of:
Comprehensive knowledge of financial and statistical record keeping, document acceptance and processing requirements, and/or information system maintenance related to the department and work unit where assigned.
In-depth understanding of the policies, laws, rules, and regulations impacting the operations, transactions, and functions of the Department, work unit, and special program/service area where assigned.
Good public relations techniques.
Maintenance of files and information retrieval systems.
Computers and software used in office, fiscal, and administrative support work.
Modern office methods and procedures.
Correct English usage, spelling, grammar, and punctuation.
Mathematics.