City of Indio, CA
Finance Technician II
City of Indio, CA, Indio, California, United States, 92201
Salary :
$52,383.72 - $77,394.72 Annually
Location :
Indio, CA
Job Type:
Full-time
Job Number:
09202024
Department:
FINANCE ADMINISTRATION
Opening Date:
09/20/2024
Closing Date:
10/20/2024 11:59 PM Pacific
Description
***DISCLAIMER: The City reserves the right to accelerate or extend the "Closing Date" of open positions at any time, dependent upon the number of applications received. The City is in compliance with the Americans with Disabilities Act and will make all reasonable accommodations for the disabled to participate in employment programs and facilities. Women, minorities, and disabled individuals are encouraged to apply. The finalist candidate must pass a pre-employment physical and drug screen.***
DEFINITION:Under general supervision, learns to perform and performs a variety of clerical, technical and paraprofessional Finance duties; interpret and enforce City ordinances related to business licensing and purchasing; perform accounting duties related to accounts receivable, accounts payable, payroll, cashiering and billing; maintain financial systems; prepare, monitor and maintain statistical and financial recordkeeping; performs other related duties as required.
DISTINGUISHING CHARACTERISTICS:The Finance Technician II is the journey level classification in the finance support series in which incumbents are expected to perform the full range of paraprofessional financial assignments and the more complex clerical and technical assignments. This classification is alternatively staffed with Senior Finance Technician and incumbents may advance to the higher level after gaining experience, including knowledge and experience in payroll, accounts payable, accounts receivable, and business license processing, and demonstrating a level of proficiency that meets the qualifications of the higher level class.Duties
ESSENTIAL FUNCTIONS:Ensures compliance with federal, state and local laws, including local ordinances and provisions.
Compiles, prepares, and monitors invoices for a variety of accounts receivable, such as business licenses, cabaret licenses, bingo licenses, special events licenses, building permits, and filming permits; sends renewal and delinquent notices as needed; prepares delinquent accounts for collection and assigns penalties and interest to accounts; maintains database; responds to inquiries and complaints from customers.
Provides customer service relating to financial services, including assisting customers with questions, applications and completing finance forms in person and on the telephone.
Answers telephone; routes and screens calls; greets customers at counters and directs them to the proper City location; responds to public inquiries in a courteous manner.
Receives and processes applications for business, entertainment licenses, UUT exemptions and special events; building, alarm and filming permits; send renewal and delinquent notices as needed, including assignments of fees, penalties and interest; maintains databases, provides activity reports, and performs financial reconciliation; reviews, verifies, prepares, monitors and audits invoices and other financial documents.
Receives payments, issues receipts, balances cash, prepares daily bank deposits, and replenishes amounts; gathers payments and documents from the drop box, mail, and the counter; posts receipts to various City accounts and funds; operates cash register; receives and posts payments for utility billing and other various fees; handles collection efforts.
Contacts vendors regarding invoices and payments; establishes and maintains vendor files; generates, prints, signs and mails checks for payment; files and maintains copies of checks with invoices.
Coordinates activities involved with procuring goods and services, such as materials, equipment, tools, parts, and supplies for the City; converts requisitions to purchase orders; reviews requisitions; confers with vendors to obtain product or service information; investigates and responds to vendor and Citywide purchasing inquiries.
Prepares a variety of daily, weekly, monthly, quarterly, and annual reports, including the reports for tax purposes, business license renewals, receipts, late fees, fixed assets, bank draft and deposits.
Researches information and prepares a variety of correspondence, such as letters to subcontractors working within the City and letters to new businesses within the City.
Identifies unlicensed businesses; contacts unlicensed businesses; refers unlicensed businesses to Code Enforcement as needed.
Establishes positive working relationships with representatives of community organizations, state/local agencies and associations, staff, and the public.
SUPERVISION RECEIVED/EXERCISED:Receives general supervision from the Finance Manager or Accountant. Incumbents may exercise technical and functional supervision over assigned staff.
OTHER DUTIES:May be crossed trained in all other Finance Technician assignments.
May assist with audit and budget preparation.
Performs other related duties as required.Qualifications
(The following are minimal qualifications necessary for entry into the classification.)
Finance Technician II
Education:The required qualification is to possess a high school diploma or equivalent. Additional degree qualified coursework from an accredited college or university in Accounting, Economics, or Business Administration is desirable.
Experience:The required qualification is to possess one additional year of general paraprofessional accounting experience, including financial or statistical recordkeeping, business license processing and accounts receivable experience, equivalent to that of a Finance Technician I in the City of Indio.
License/Certificate:Possession of a valid Class C California driver's license.Additional Information
KNOWLEDGE:Modern principles and practices of financial record keeping, report writing, bookkeeping, business license and basic governmental accounting; research methods and procedures; standard office and administrative procedures and practices; bank deposits, cashier and cash handling procedures; computer operations and databases; basic principles of mathematics; applicable federal, state, and local laws, codes, and regulations; methods and techniques of scheduling work assignments; standard office procedures, practices, and equipment; modern office practices, methods, and equipment, including a computer and applicable software; methods and techniques for record keeping and report preparation and writing; proper English, spelling, and grammar; occupational hazards and standard safety practices.
SKILLS:Operate an office computer and a variety of word processing, spreadsheet and software applications, including billing, receivables, payables and other financial systems.
ABILITIES:Prepare, maintain, and reconcile various financial, accounting, and statistical records; administer and enforce the City's business license and purchasing provisions; process applications and all related documents; research and seek out unlicensed businesses and improper sales tax allocations; learn and excel in computer applications and software for accounts receivable and payable, and governmental reporting; keep accurate records; respond to questions from the public and City staff regarding policies and procedures; perform mathematical calculations quickly and accurately; interpret, explain, and apply applicable laws, codes, and regulations; read, interpret, and record data accurately; organize, prioritize, and follow-up on work assignments; work independently and as part of a team; make sound decisions within established guidelines; analyze a complex issue and develop and implement an appropriate response; follow written and oral directions; observe safety principles and work in a safe manner; communicate clearly and concisely, both orally and in writing; establish and maintain effective working relationships.
MEDICAL/DENTAL/VISION INSURANCE: A flex benefit is provided monthly. There are several medical insurance programs, two dental plans and one vision plan from which to choose.
RETIREMENT: City participates in the 2% @ 62 for new PERS miscellaneous members and 2.7 @ 57 for New PERS sworn program. The City also participates in social security. Please contact Human Resources if you are an existing PERS member.
DEFERRED COMPENSATION: Voluntary employee contribution, a choice of two 457 plans.
VACATION LEAVE: Based on length of employment with the City. 0
YesNo
02
Do you possess one additional year of general paraprofessional accounting experience, including financial or statistical recordkeeping, business license processing and accounts receivable experience?
YesNo
03
List the name of the employer, your job title, and the dates of employment where you gained the required experience. You must provide the requested information. Responses including "see resume" or "see application" will result in rejection of your application.
Required Question
$52,383.72 - $77,394.72 Annually
Location :
Indio, CA
Job Type:
Full-time
Job Number:
09202024
Department:
FINANCE ADMINISTRATION
Opening Date:
09/20/2024
Closing Date:
10/20/2024 11:59 PM Pacific
Description
***DISCLAIMER: The City reserves the right to accelerate or extend the "Closing Date" of open positions at any time, dependent upon the number of applications received. The City is in compliance with the Americans with Disabilities Act and will make all reasonable accommodations for the disabled to participate in employment programs and facilities. Women, minorities, and disabled individuals are encouraged to apply. The finalist candidate must pass a pre-employment physical and drug screen.***
DEFINITION:Under general supervision, learns to perform and performs a variety of clerical, technical and paraprofessional Finance duties; interpret and enforce City ordinances related to business licensing and purchasing; perform accounting duties related to accounts receivable, accounts payable, payroll, cashiering and billing; maintain financial systems; prepare, monitor and maintain statistical and financial recordkeeping; performs other related duties as required.
DISTINGUISHING CHARACTERISTICS:The Finance Technician II is the journey level classification in the finance support series in which incumbents are expected to perform the full range of paraprofessional financial assignments and the more complex clerical and technical assignments. This classification is alternatively staffed with Senior Finance Technician and incumbents may advance to the higher level after gaining experience, including knowledge and experience in payroll, accounts payable, accounts receivable, and business license processing, and demonstrating a level of proficiency that meets the qualifications of the higher level class.Duties
ESSENTIAL FUNCTIONS:Ensures compliance with federal, state and local laws, including local ordinances and provisions.
Compiles, prepares, and monitors invoices for a variety of accounts receivable, such as business licenses, cabaret licenses, bingo licenses, special events licenses, building permits, and filming permits; sends renewal and delinquent notices as needed; prepares delinquent accounts for collection and assigns penalties and interest to accounts; maintains database; responds to inquiries and complaints from customers.
Provides customer service relating to financial services, including assisting customers with questions, applications and completing finance forms in person and on the telephone.
Answers telephone; routes and screens calls; greets customers at counters and directs them to the proper City location; responds to public inquiries in a courteous manner.
Receives and processes applications for business, entertainment licenses, UUT exemptions and special events; building, alarm and filming permits; send renewal and delinquent notices as needed, including assignments of fees, penalties and interest; maintains databases, provides activity reports, and performs financial reconciliation; reviews, verifies, prepares, monitors and audits invoices and other financial documents.
Receives payments, issues receipts, balances cash, prepares daily bank deposits, and replenishes amounts; gathers payments and documents from the drop box, mail, and the counter; posts receipts to various City accounts and funds; operates cash register; receives and posts payments for utility billing and other various fees; handles collection efforts.
Contacts vendors regarding invoices and payments; establishes and maintains vendor files; generates, prints, signs and mails checks for payment; files and maintains copies of checks with invoices.
Coordinates activities involved with procuring goods and services, such as materials, equipment, tools, parts, and supplies for the City; converts requisitions to purchase orders; reviews requisitions; confers with vendors to obtain product or service information; investigates and responds to vendor and Citywide purchasing inquiries.
Prepares a variety of daily, weekly, monthly, quarterly, and annual reports, including the reports for tax purposes, business license renewals, receipts, late fees, fixed assets, bank draft and deposits.
Researches information and prepares a variety of correspondence, such as letters to subcontractors working within the City and letters to new businesses within the City.
Identifies unlicensed businesses; contacts unlicensed businesses; refers unlicensed businesses to Code Enforcement as needed.
Establishes positive working relationships with representatives of community organizations, state/local agencies and associations, staff, and the public.
SUPERVISION RECEIVED/EXERCISED:Receives general supervision from the Finance Manager or Accountant. Incumbents may exercise technical and functional supervision over assigned staff.
OTHER DUTIES:May be crossed trained in all other Finance Technician assignments.
May assist with audit and budget preparation.
Performs other related duties as required.Qualifications
(The following are minimal qualifications necessary for entry into the classification.)
Finance Technician II
Education:The required qualification is to possess a high school diploma or equivalent. Additional degree qualified coursework from an accredited college or university in Accounting, Economics, or Business Administration is desirable.
Experience:The required qualification is to possess one additional year of general paraprofessional accounting experience, including financial or statistical recordkeeping, business license processing and accounts receivable experience, equivalent to that of a Finance Technician I in the City of Indio.
License/Certificate:Possession of a valid Class C California driver's license.Additional Information
KNOWLEDGE:Modern principles and practices of financial record keeping, report writing, bookkeeping, business license and basic governmental accounting; research methods and procedures; standard office and administrative procedures and practices; bank deposits, cashier and cash handling procedures; computer operations and databases; basic principles of mathematics; applicable federal, state, and local laws, codes, and regulations; methods and techniques of scheduling work assignments; standard office procedures, practices, and equipment; modern office practices, methods, and equipment, including a computer and applicable software; methods and techniques for record keeping and report preparation and writing; proper English, spelling, and grammar; occupational hazards and standard safety practices.
SKILLS:Operate an office computer and a variety of word processing, spreadsheet and software applications, including billing, receivables, payables and other financial systems.
ABILITIES:Prepare, maintain, and reconcile various financial, accounting, and statistical records; administer and enforce the City's business license and purchasing provisions; process applications and all related documents; research and seek out unlicensed businesses and improper sales tax allocations; learn and excel in computer applications and software for accounts receivable and payable, and governmental reporting; keep accurate records; respond to questions from the public and City staff regarding policies and procedures; perform mathematical calculations quickly and accurately; interpret, explain, and apply applicable laws, codes, and regulations; read, interpret, and record data accurately; organize, prioritize, and follow-up on work assignments; work independently and as part of a team; make sound decisions within established guidelines; analyze a complex issue and develop and implement an appropriate response; follow written and oral directions; observe safety principles and work in a safe manner; communicate clearly and concisely, both orally and in writing; establish and maintain effective working relationships.
MEDICAL/DENTAL/VISION INSURANCE: A flex benefit is provided monthly. There are several medical insurance programs, two dental plans and one vision plan from which to choose.
RETIREMENT: City participates in the 2% @ 62 for new PERS miscellaneous members and 2.7 @ 57 for New PERS sworn program. The City also participates in social security. Please contact Human Resources if you are an existing PERS member.
DEFERRED COMPENSATION: Voluntary employee contribution, a choice of two 457 plans.
VACATION LEAVE: Based on length of employment with the City. 0
YesNo
02
Do you possess one additional year of general paraprofessional accounting experience, including financial or statistical recordkeeping, business license processing and accounts receivable experience?
YesNo
03
List the name of the employer, your job title, and the dates of employment where you gained the required experience. You must provide the requested information. Responses including "see resume" or "see application" will result in rejection of your application.
Required Question