Accounting Technician

About the role

This is a specialized Accounting Technician classification. Incumbents have responsibility for performing the most difficult, complex, and specialized paraprofessional, technical account and statistical record keeping support work, requiring substantial background and experience in the area of financial and statistical record keeping where assigned.

Responsibilities

• Performs a wide scope of the most complex and specialized technical financial and statistical record keeping work;
• Maintains journals, general ledgers, and subsidiary ledgers;
• Maintains and updates accounts receivable controls and accounts;
• Classifies and posts expenditures to budgetary accounts;
• Maintains detailed job process and administrative overhead records;
• Analyzes revenue and expenditures, preparing periodic statements;
• Aids with preparation of budget estimates and projections;
• Prepares and maintains trial balances, recapitulations and balance sheets;
• Maintains and updates complex financial and statistical reports;
• Calculates and compiles apportionments, shares of financial appropriations, or subventions;
• Receives and classifies accounting data;
• Identifies and resolves a variety of complex account and statistical record keeping problems;
• Prepares periodic billings for special contracts;
• Maintains records for revolving and trust accounts;
• Processes financial adjustments/corrections on child support cases;
• May audit Court orders and calculate arrearage on child support cases;
• May reconcile accounts and prepare warrant registers for special districts;
• May post opening balances to County accounts at the beginning of each fiscal year;
• Explains financial procedures and assigned area technical account record keeping requirements to other staff, representatives of other government agencies, and the public;
• Provides lead direction, work coordination, and training for other staff, when assigned.

Requirements

Knowledge Of/Ability To:

• Methods, practices, and terminology of financial and statistical record keeping.
• Laws, rules, and regulations governing the maintenance of fiscal records in the area of assignment.
• Basic principles and terminology of accounting.
• Good public relations techniques.
• Maintenance of files and information retrieval systems.
• Computerized financial information systems used by the County.
• Modern office methods and procedures.
• Principles of lead direction, training, and work coordination.

Qualifications

• Any combination of training and experience which would likely provide the required knowledge and abilities is qualifying.
• A typical way to obtain the required knowledge and abilities would be:
• One year of previous financial and statistical record keeping work experience comparable to that of a Account Clerk III with San Benito County.
• Three years of full time experience, or its equivalent, performing office support duties relating to fiscal, statistical, or case records maintenance.

Skills

Skills:

• Perform a variety of the most complex and technical specialized financial and statistical record keeping work.
• Maintain on-going responsibility for an assigned specialized component of the fiscal record keeping system.
• Provide lead direction, training, and work coordination for other staff, when assigned.
• Aid with budget preparation and expenditure control.
• Read and understand codes, statutes, and information related to financial and statistical record keeping work.
• Gather and organize data and information.
• Prepare financial and statistical reports.
• Make mathematical calculations quickly and accurately.
• Work with computerized financial and special information systems and use a computer for financial and statistical record keeping work.
• Deal tactfully and courteously with the public and other staff when explaining the functions and policies of the work area where assigned.
• Establish and maintain cooperative working relationships.

Benefits

Pay Day: Employees are paid bi-weekly. Insurance Deductions: The insurance and benefits deductions will take place bi-monthly, normally the first two pay periods of the month. Bank/Credit union and 457 Retirement Deferrals deductions will take place bi-weekly. Vacation: Based on continued years of service. Maximum accruals may apply depending on the bargaining unit. Holidays: 13.5 holidays (including 3 floating) for most employees. Sick Leave: 15 days per year. Maximum accruals apply. Health Plan: Comprehensive medical and dental plans available for full-time employees. Employees appointed to a regular position at a time base of 50% or higher are also eligible to participate. Vision Plan: MES Vision Plan offered which offers exams, frames and lenses on a 12-24-24 basis. The County pays for employee coverage and the employee can pay for dependent coverage. This benefit is available to FULL-TIME employees only. Employee Assistance Program: The County provides confidential short-term counseling services to employees and dependents. Any regular employee is eligible for up to a total of three (3) hours of counseling sessions within any six (6) month period per County employee. Up to a maximum of six (6) sessions per calendar year are allowed per family Life Insurance/AD&D: County pays for a $20,000 BASIC life insurance policy for each employee. Two other VOLUNTARY life insurance plans available, including AD&D. Disability Insurance: General, Confidential and Management groups participate in the State Disability Insurance. Credit Union: Membership to the Santa Clara Federal Credit Union is available to San Benito County employees. Deferred Compensation: Employees may participate in tax-deferred retirement savings. Three 457 plans are available. Employees may rollover funds from prior 401k or 457 accounts. IRS limits apply. Retirement: Regular employees will be enrolled into the CalPERS retirement system in accordance with the Public Employees' Retirement Law. Employee contributions vary according to bargaining unit. All New Miscellaneous (non-Safety) employees enrolled into the CalPERS retirement system participate in the full formula of 2% at 62. Miscellaneous employees participate in Social Security in addition to CalPERS. New Safety employees are covered by the safety full formula 2.7% at 57. Safety employees contribute 9% of the employee contribution. Safety employees do not participate in Social Security. Supplemental Insurance: Employees may participate in various AFLAC plans such as accident, disability, and cancer insurances. Additionaly, employees can enroll into a pre-tax cafeteria plan and flexible spending accounts including Unreimbursed Medical ($2500) and Dependent Care ($5000). Health, Dental and Vision Insurance Retirement Formula Local MISC 2% @ 62 for New PERS Members Social Security (non-safety) Vacation Based on Continued Years of Service Sick Leave 15 Days Annually Floating Holiday 457 Deferred Compensation Credit Union Flexible Spending Account Employee Assistance Program Group Life Insurance Additional Optional Life Insurances & AD&D Tuition Reimbursement 01 I understand all County employees will be required to take an Oath of Office and will be called upon to act as Disaster Service Workers, when needed. Yes 02 Please be sure to answer the supplemental questions thoroughly and accurately. Applicants are responsible for clearly, completely, and accurately identifying their qualifications. Your responses to the questions must be supported by both the work experience listed on your application as well as your resume. The rating of the supplemental questions may determine your application status and/or rank on the eligible list. Answers such as "see resume" or "see above" will remove you from consideration. I have read and understand the statement above concerning submission of supplemental questionnaire responses. Yes No 03 Which best describes your education as it relates to accounting and/or finance? Some courses taken Certificate of completion Associates Degree Bachelor's Degree None of the above 04 How many years do you have performing office support duties relating to fiscal, statistical, or case records maintenance. Three or more years Two to less than three years One to less than two years Less than one year None 05 How many years of experience do you have of financial and statistical record keeping work comparable to that of an Account Clerk III with San Benito County. Four or more years Two to less than four years One to less than two years Less than one year None 06 Describe in detail your work experience in Accounts Payable. In your response, include years of experience and employer(s) where your experience was acquired. 07 Describe your experience with finance and accounting software. Include the type of software used, version, and proficiency level. Required Question