Finance Assistant I

This job posting is open until filled. First review of applications on January 17, 2025.

Interviews tentatively scheduled for the week of January 27, 2025.

The Human Resources Department is currently accepting applications for the position of Finance Assistant I in the Utility Billing Section of Customer Service in the Finance Department.  This recruitment may be used to establish an eligibility list for use to fill future vacancies.

Under supervision, performs responsible clerical work involving financial record keeping and customer service; reviews, researches and reconciles utility bills, accounts receivable, receives and reconciles revenues and disbursements, and provides customer service in person and over the telephone.

This is the entry-level class in the Finance Assistant series.  Positions in this class typically have little or no directly related work experience.  The Finance Assistant I class is distinguished from the II level by the performance of less than the full range of duties assigned to the II level.  Incumbents work under immediate supervision while learning job tasks, progressing to general supervision as procedures and processes of assigned area of responsibility are learned.

EXAMPLES OF ESSENTIAL DUTIES:  the duties specified below are representative of the range of duties assigned to this class and are not intended to be an inclusive list.

• Receives and responds to customer inquiries and questions regarding utility bills and service outages; processes payments; and adjustments; researches and resolves payment discrepancies; resolves customer complaints.
• Maintains customer account information; coordinates dispatch requests from the public and internal staff including re-reads, final reads, reconnection, disconnections and leak detection.
• Analyzes and researches discrepancies in financial documents and transactions.
• Receives financial and statistical documents; screens for accuracy and adherence with District policies and procedures.
• Prepares financial and statistical reports and summaries; recommends improvements to financial record keeping procedures and systems.
• Processes cash, credit card, check, and electronic transactions; balances and maintains cash drawer and daily deposit processing.
• Enters and maintains journey entry files, computerized and manual files, logs and records.
• Operates standard office equipment including word processing applications as assigned; performs duties using spreadsheet programs and other applications specific to assigned operations.
• Prepares a variety of letters, correspondence and transmittals; documents operating procedures related to areas of assignment.
• Builds and maintains positive working relationships with co-workers, other District employees and the public using principles of good customer service.
• Performs related duties as assigned.