Finance Specialist-Customer Service

Actively supports and upholds the City's stated mission and values. Under direct supervision of a Manager or Director in Management Services, employees of this classification perform day-to-day operations associated with fiscal and monetary functions.  This position demands a high degree of accountability, accuracy, attention to detail, and inter-departmental cooperation and communication.
 
ADMINISTRATIVE DUTIES

• Supervisory:  This job does not have formal supervisory responsibilities.
• Budgetary:  This job does not have budgetary responsibilities but carries out day-to-day activities which impacts the City budget planning, projections, tracking, and reporting.
• Strategic Planning:  This job has partial responsibility for strategic planning at the program level including developing long and short-term goals including those based on analysis of the annual survey and/or on a variety of source documents.
• Policies/Procedures:  This job has partial responsibility for policies and procedures at the program level such as developing and implementing procedures; and interpreting and disseminating City policy, procedures, and laws to employees such as those regarding payroll, finance, grants, customer service or sales tax/business licensing.
• Compliance:  This job has partial responsibility for compliance at the program level including ensuring all data entered is in compliance with City policy, procedures, and applicable laws.
• Council Communications:  This job does not have direct Council Communication however it carries out day-to-day activities in accordance with Council's adopted priorities and direction.
• Reporting:  This job has partial responsibility for reporting at the program level including preparing and overseeing preparation of reports, ensuring accuracy, and submitting reports to appropriate agencies.

EXAMPLES OF THE WORK PERFORMED (ILLUSTRATIVE ONLY)

Overall:

• Provides excellent customer service to both internal and external customers.
• Prepares reconciliations of general ledger accounts, reports, and payments to reporting agencies.
• Creates and enters journal entries routinely and as assigned.
• Prepare and/or verifies accurate and complete financial reports from accounting data.
• Prepares and enters requisitions and invoices for finance to generate payments.
• Manages special projects as assigned.
• Plans, organizes, secures resources, and implements projects.
• Maintains and updates website and portals for multiple areas.
• Works with auditors by providing reports, answering questions, and resolving problems.
• Oversees filing and general record keeping along with public records requests.
• Cross trains and performs functions in one of more of the focus areas listed below.
• Performs related duties, as assigned.

Customer Service:

• Tracks, computes, and analyzes copy center and mail charges, creating monthly journal entries.
• Reconciles Utilities, Miscellaneous Accounts Receivables, Sales Tax, and other general ledger and/or accounts receivable items with minimal supervision.
• Provides back up to Municipal Billing and Miscellaneous Accounts Receivable processes.
• Ability to support the Collections program processes such as delinquencies and disconnections.
• Processing credit balance refunds on customer accounts.
• Processes and submits for review monthly reports and journal entries.
• Runs reports, compiles data, prepares spreadsheets, and analyzes information for annual financial audits.
• Assists, researches, and reconciles bank transactions in conjunction with Finance and with minimal supervision.
• Tracks and processes Improvement District sales tax collections journal entries and rebates.
• Assists in the preparing the write-off reports for Council consideration.
• Track key budget items for section.
• Enters data into multiple software programs.
• Reviews, audits, and attends trainings and/or workshops.
• Reconciles transactions to general ledger.
• Works cooperatively between multiple divisions and sections to resolve issues and improve processes.
• Completes projects as assigned.

 MINIMUM REQUIREMENTS

• High school diploma or G.E.D.
• One year of college-level course work.
• Two years of finance experience of any area or combination of areas mentioned above.
• Three years of computer experience including Microsoft Office products.
• Or any combination of education, experience, and training equivalent to the above Minimum Requirements. 

DESIRED EXPERIENCE AND TRAINING

• Two years of experience in governmental accounting or record keeping utilizing computerized accounting systems including, but not limited to Harris Innoprise Products.
• A.A. degree or higher in Business Administration or a related field. 

OTHER REQUIREMENTS

• Must possess, or obtain upon employment, a valid Arizona driver's license.
• Regular attendance is an essential function of this job to ensure continuity.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES (ILLUSTRATIVE ONLY)

• Language Skills:  Ability to read, analyze, and interpret general business periodicals, professional journals, correspondence, technical procedures, or governmental regulations.  Ability to write reports, business correspondence, and procedure manuals.  Ability to effectively present information and respond to questions.
• Mathematical Skills:  Ability to work with mathematical concepts such as probability and statistical inference.    Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
• Reasoning Ability:  Ability to solve practical problems and deal with a variety of concrete variables. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Knowledge of generally accepted accounting and/or auditing principles and practices.
• Ability to maintain a high degree of attention to detail and accuracy.
• Ability to interpret federal, state and local regulations as they apply to procedures and policies.
• Ability to keyboard and operate a 10-key calculator at an acceptable rate of speed. 

PHYSICAL REQUIREMENTS AND WORKING CONDITIONS

• While performing the duties of this job, the employee is regularly required to sit and talk or hear; frequently required to use hands and fingers to feel; and occasionally required to stand, walk, reach with hands and arms, climb or balance, and stoop, kneel, crouch, or crawl. 
• The employee must regularly lift and/or move up to 10 pounds and occasionally life and/or move up to 25 pounds.
• Vision requirements for this position include close vision.
• The noise level in the work environment is usually moderate. 

Salary : $21 - $32