Fiscal Technical Specialist II

Account Clerk II

Job Location: Bridgeport, CA

Performs a variety of general or specialized clerical accounting activities related to the preparation and maintenance of financial and statistical records in a manual or automated environment; obtains and compares information related to department records, programs, and services; and performs related work as required.

Examples of Duties

Duties may include, but are not limited to, the following:

• Maintains financial and statistical records; makes arithmetical tabulations; posts financial data by hand or computer to registers, subsidiary ledgers, expenditure and case records; checks data in various documents for accuracy.
• Prepares or assists in preparing statistical and fiscal reports.
• Assists with compilation of budget information including work and time records; gathers and summarizes information from source documents or computerized reports and arranges in an understandable, presentable, or prescribed format.
• Codes, verifies, and files various financial documents.
• Handles money transactions such as collecting and disbursing monies and other negotiable items, including preparing bills, and calculating refunds.
• Checks, balances, and reconciles cash statements and computerized reports.
• Processes or assists with the processing of documents such as invoices, purchase orders, warrants, and other records.
• Writes letters, memos, or documents to correspond with public and private organizations/agencies to obtain or verify information.
• Answers telephone calls to provide, elicit, or verify information or data.
• May operate automated systems to produce letters, reports, summaries, notices, checks, data, spreadsheets, and standardized forms that are required for the maintenance of fiscal and statistical reports.
• Performs other clerical duties such as typing, filing, counter service, copying, etc. on an as needed basis.
• Performs related duties as assigned.

Employment Standards

Knowledge of: Modern office practices, methods, and procedures; Grammar, vocabulary, spelling, punctuation, and composition; Basic mathematics such as addition, subtraction, multiplication, division, decimals, fractions, and percentages; Procedures for compiling basic statistics; Methods, practices, and procedures of financial and statistical record keeping; Basic financial auditing principles and procedures; Common word processing, spreadsheet, and database software packages.

Ability to: Make arithmetic computations with speed and accuracy. Calculate solutions to math problems including addition, subtraction, division, multiplication, percentages, decimals, and fractions. Compare, transcribe, track, and reconcile information between documents, accounts, and ledgers. Enter data quickly and accurately into automated system. Compare and transcribe numbers and words accurately. Locate, identify, and correct inaccurate or incomplete information. Read English at a level necessary to understand procedure manuals, policy guidelines, software manuals, technical documents, and reports. Communicate verbally with individuals from diverse socio-economic and cultural backgrounds. Compose reports and correspondence (e.g., letters, memorandums) using appropriate grammar and spelling. Compile multiple pieces of information clearly and concisely into an organized and understandable written report/document. Perform a variety of financial, statistical, and case recordkeeping assignments. Maintain accurate reports and records.

Minimum Qualifications

One (1) year of full-time clerical accounting experience performing fiscal or statistical work in an office environment. OR Equivalent to thirty (30) semester units or forty-five (45) quarter units that included coursework in basic financial and statistical recordkeeping practices and procedures; mathematics such as addition, subtraction, multiplication, division, decimals, fractions, and percentages; or computer applications and spreadsheet software. Qualifying experience or education may be combined in order to meet the above requirements. When combining education and experience; fifteen (15) semester units or twenty-two and one-half (22.5) quarter units equals six months of experience. If you are using education to meet the minimum qualifications, you must attach your transcripts to your application. Applicants with foreign transcripts must provide a transcript evaluation that indicates the number of units to which the foreign course work is equivalent. Transcripts and evaluations may be unofficial; official transcripts may be required upon appointment. Please redact birthdates and social security numbers.

Supplemental Information

The ability to speak, read and write Spanish in addition to English would be an asset in this position is optional.

Examination information: Training & Experience Examination – Weighted 100% The Training & Experience Examination is designed to elicit a range of specific information regarding each candidate's knowledge, skill, abilities, and potential to effectively perform the duties relative to the classification. Responses to the questionnaire will be assessed based on pre-determined rating criteria. All applicants must complete the entire examination to receive a score. In order to obtain a position on the eligible list, candidates must receive a minimum rating of 70% on the examination.

Examination administration and processing time is approximately two weeks after the closing date of the job bulletin. If conditions warrant, an Experience and Education Examination may be conducted in lieu of the Training and Experience Examination. Please review the Education and Experience examination information below: Education & Experience Examination The Education & Experience examination is based solely upon information provided from the application and supplemental information (e.g., resumes, transcripts). Information provided from the application and supplemental information will be assessed compared to a standard developed in relation to the elements of the job. Special care should be taken to submitting a complete description of your education and experience relevant to the typical tasks, scope, and minimum qualifications stated on this bulletin. Supplemental information will be accepted, but competitors should read this bulletin carefully to determine what kind of information will be useful to those individuals completing the evaluation. In order to obtain a position on the eligible list, candidates must receive a minimum rating of 70% on the examination. Examination administration and processing time is approximately two weeks after the closing date of the job bulletin. A departmental open eligible list will be established for the County of Mono. The list will be utilized for 12 months after it is established unless the needs of the service and conditions of the list warrant a change in this period. Once you have taken the examination, you may not retest for SIX (6) MONTHS from the established eligibility date. Special testing arrangements may be made to accommodate applicants for disability, military, or religious reasons. If you require such arrangements, please contact CalHR at mssprogram@calhr.ca.gov or 916-909-3701 upon notification that your application has been approved. Documentation from medical, military, school or church officials outlining the accommodation request must be received by our office a minimum of five business days prior to a scheduled examination. If you are using education to meet the minimum qualifications, you must attach your transcripts to your application. Applicants with foreign transcripts must provide a transcript evaluation that indicates the number of units to which the foreign course work is equivalent. Transcripts and evaluations may be unofficial; official transcripts may be required upon appointment. Please redact birthdates and social security numbers. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States without the need for visa sponsorship by the start date of employment.

General Qualifications: Applicants must possess essential personal qualifications including integrity, initiative, dependability, good judgement, the ability to work cooperatively with others, and a state of health consistent with the ability to perform the assigned duties of the class. A medical examination may be required. As part of the hiring process, a background investigation may be required.

Additional Information: The ability to speak, read, and write Spanish in addition to English would be an asset in this position, but is not required. Applicants for English/Spanish bilingual designated positions must take and pass the Merit System Services bilingual proficiency examination. A valid driver's license may be required at the time of appointment and employees may also be required to drive their own car, provide proof of car insurance, and a DMV clearance. Individuals who do not meet this requirement due to a disability will be reviewed on a case-by-case basis. Applicants for positions within the Department of Social Services are subject to a criminal history background check. Government agencies accessing US government information, which include federal tax information must ensure that background investigation requirements for all agency employees and contractors that have access to federal tax information are consistent to the IRS background investigation requirements for access to federal tax information. A background check may be required if the position requires access to these types of records. Background requirements consist of three components which include, fingerprinting, citizenship verification and local law enforcement checks. Applicable agencies must conduct investigation during time of hire and ensure a reinvestigation is conducted 5 years from the date of the previous background investigation for each employee that has access to federal tax information.

Equal Employment Opportunity The Merit System Services program is committed to equal employment opportunity for all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.