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Form of workJoin The City of Martinez team!
Embark on an exciting journey in the realm of customer service excellence!
Take charge of in-person customer interactions, address water billing queries through calls and emails, expertly navigate delinquent accounts, handle seamless cashiering transactions, oversee efficient email distribution, and skillfully process bill adjustments.
Elevate your career and contribute to exceptional service-apply now for this dynamic opportunity!
Under direction of management staff, performs a variety of responsible technical accounting duties involved in performing financial record keeping and reporting duties in support of assigned accounting system, function, or program area; prepares, processes, maintains, and verifies budgetary, financial/accounting, and statistical documents and records; prepares various reports, statements, and special projects; provides technical expertise and assistance to other staff and the general public related to area of assignment; provides customer service in person and by telephone; performs other duties related to the more difficult administrative, accounting, and clerical functions of the assigned department; and to do related work as required.
DISTINGUISHING CHARACTERISTICS:
This is the third level accounting class. Employees within this class are distinguished from the Account Technician I/II by the performance of the full range of technical and complex accounting duties as assigned. Employees at this level are not support staff they are responsible for an accounting process or system and exercise considerable judgment in decision-making in day-to-day operations. Employees at this level receive only occasional instruction or assistance as new or unusual situations arise, and are fully aware of the operating procedures and policies of the work unit. Employees within this class can adapt to change quickly and without written instruction.
The following duties are typical for this classification. Incumbents may not perform all of the listed duties and/or may be required to perform additional or different duties from those set forth below to address business needs and changing business practices.
Essential:
Essential:
- Performs a variety of responsible technical accounting and financial duties in the areas of utility billing, accounts receivable, accounts payable, and business license
- Prepares, maintains, and/or verifies a variety of accounting, financial, and statistical records, ledgers, logs, and files; gathers, assembles, tabulates, enters, checks, verifies, balances, adjusts, records, and files financial data; codes data according to prescribed accounting procedures; reviews information to ensure accurate reporting; resolves discrepancies; establishes and maintains various files and records
- Generates and prepares a variety of financial, accounting, and statistical statements, analyses documents, and reports required for management reporting by utilizing both manual and computerized spreadsheet applications; assists other finance staff and departmental management in the preparation of reports and presentations to City management and the City Council; researches and gathers information from a variety of sources for the completion of forms or preparation of reports
- Performs a full range of customer service duties related to area of assignment; provides information to the public, other governmental agencies, and City staff, which the use of independent judgment and the interpretation of a variety of policies, rules, and procedures
- Performs a range of technical and complex accounting duties in support of the utility billing function; provides customer service in support of the utility billing function including all aspects of the billing process and account maintenance; answers questions and complaints from customers and provides information on program activities and polices; processes new accounts; responds to emails to the water account; processes completed work orders including to set up new water accounts and to close accounts; creates work orders for meter readings; processes and maintains the handheld device for the meter readers and billing process; generates utility bills including to input service charges, print reports and verify reads; processes utility billings including delinquency notices, final bills, and turn off notices; generates reports for utility billing; performs month-end balancing including to create, verify, and reconcile journal entries for month-end balancing
- Performs a range of technical and complex accounting duties in support of the City's accounts payable function; receives, processes, and reviews invoices for proper coding, signature approval, applicable sales tax, and arithmetic; enters invoices, check requests, and purchase orders for payment; balances and runs checks; checks monthly statements for outstanding invoices; sets up new vendors including inputting data into system and sending W-9 packet; prepares federal and state reports including sales tax, 1099's, and vendor garnishments; maintains the purchase order module; maintains the fixed asset module; reviews outstanding check register for stale dated checks and processes according to policy; works with departments on City utility accounts for accuracy of coding; answers questions from departments and vendors regarding payment status for invoices
- Performs a range of technical and complex accounting duties in support of the business license function; reviews and processes new business license applications; classifies business based on City ordinance; enters information into the financial system, makes changes and additions and inputs all data including adjustments for business licenses; balances business license accounts; processes renewals and past due notices; prepares business license income reports; works with code enforcement on outstanding licenses; processes quarterly SB1186 report to State; works with joint agencies on sharing of business license information; processes public records
- Processes departmental invoices including confirming and verifying invoice as to delivery, completion of work, and related items; analyzes revenue and expenditure reports including checking for line item accuracy and budget considerations; participates in the departmental budget process including to provide information and research questions; participates in the year end process for fixed assets
- Performs a range of technical accounting duties in support of Finance and Information Services Division; generates journal entries for input, verifies for accuracy, and may input into system; verifies and processes daily bank deposits
Additional:
- Provides technical assistance and expertise to other staff; provides training in completing assigned tasks
- Performs the full range of Accounting Technician II duties on a relief or support basis; may perform a variety of general office support functions including typing, record keeping, proofreading, forms generation, and preparation of periodic and special reports
Knowledge of:
Operations, services, and activities of assigned accounting system, function, or program area. Responsible technical accounting principles and practices used in financial record keeping, bookkeeping, and governmental and fund accounting. Methods and techniques of coding, verifying, balancing, and reconciling accounting records. Basic principles and practices of auditing. Mathematical principles. Principles and practices used in establishing and maintaining files and information retrieval systems. Principles and practices of fiscal, statistical, and administrative record keeping and reporting. Methods and techniques for basic report preparation and writing. Proper English usage, spelling, grammar, and punctuation. Customer service techniques, practices, and principles. Methods and techniques of proper phone etiquette. Modern office procedures, methods, and equipment including computers. Computer applications such as word processing, spreadsheet, and database applications as well as financial and statistical software. Pertinent federal, state, and local laws, codes, and regulations.
Ability to:
Perform a variety of responsible technical accounting duties in assigned accounting system, function, or program area. Perform a variety of accounting, fiscal, and statistical record keeping duties including preparing, maintaining, and reconciling a variety of records and files. Participate in the preparation of a variety of administrative and financial reports. Review financial records, reports, and related documents, identify discrepancies, and resolve problems related to assigned area of responsibility. Research, compile, and interpret a variety of information and make appropriate recommendations. Work independently in the absence of supervision. Plan and organize work to meet changing priorities and deadlines. Perform mathematical calculations quickly and accurately including adding and subtracting, multiplying and dividing, and calculating percentages, fractions, and decimals. Understand the organization, operation, and services of the City and of outside agencies as necessary to assume assigned responsibilities. Understand and apply pertinent laws, codes, and regulations as well as organization and unit rules, policies, and procedures with good judgment. Implement and maintain filing systems. Work under steady pressure with frequent interruptions and a high degree of public contact by phone or in person. Compile a variety of information and records and exercise good judgment in maintaining information, records, and reports. Interacts successfully with the public, in person and over the telephone; respond tactfully, clearly, concisely, and courteously to issues, concerns, and needs. Work cooperatively with other departments, City staff and officials, and outside agencies. Operate and use modern office equipment including a computer and various software packages. Use applicable office terminology, forms, documents, and procedures in the course of the work. Type and enter data at a speed necessary for successful job performance. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective working relationships with those contacted in the course of performing the job duties.
EDUCATION/EXPERIENCE:
Any combination of education and experience that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:
Minimum: High school diploma or equivalent and four (4) years of experience performing increasingly responsible accounting support services.
OTHER REQUIREMENTS:
Possess a valid California driver's license with a satisfactory driving record; ability to pass a pre-employment physical examination.
Operations, services, and activities of assigned accounting system, function, or program area. Responsible technical accounting principles and practices used in financial record keeping, bookkeeping, and governmental and fund accounting. Methods and techniques of coding, verifying, balancing, and reconciling accounting records. Basic principles and practices of auditing. Mathematical principles. Principles and practices used in establishing and maintaining files and information retrieval systems. Principles and practices of fiscal, statistical, and administrative record keeping and reporting. Methods and techniques for basic report preparation and writing. Proper English usage, spelling, grammar, and punctuation. Customer service techniques, practices, and principles. Methods and techniques of proper phone etiquette. Modern office procedures, methods, and equipment including computers. Computer applications such as word processing, spreadsheet, and database applications as well as financial and statistical software. Pertinent federal, state, and local laws, codes, and regulations.
Ability to:
Perform a variety of responsible technical accounting duties in assigned accounting system, function, or program area. Perform a variety of accounting, fiscal, and statistical record keeping duties including preparing, maintaining, and reconciling a variety of records and files. Participate in the preparation of a variety of administrative and financial reports. Review financial records, reports, and related documents, identify discrepancies, and resolve problems related to assigned area of responsibility. Research, compile, and interpret a variety of information and make appropriate recommendations. Work independently in the absence of supervision. Plan and organize work to meet changing priorities and deadlines. Perform mathematical calculations quickly and accurately including adding and subtracting, multiplying and dividing, and calculating percentages, fractions, and decimals. Understand the organization, operation, and services of the City and of outside agencies as necessary to assume assigned responsibilities. Understand and apply pertinent laws, codes, and regulations as well as organization and unit rules, policies, and procedures with good judgment. Implement and maintain filing systems. Work under steady pressure with frequent interruptions and a high degree of public contact by phone or in person. Compile a variety of information and records and exercise good judgment in maintaining information, records, and reports. Interacts successfully with the public, in person and over the telephone; respond tactfully, clearly, concisely, and courteously to issues, concerns, and needs. Work cooperatively with other departments, City staff and officials, and outside agencies. Operate and use modern office equipment including a computer and various software packages. Use applicable office terminology, forms, documents, and procedures in the course of the work. Type and enter data at a speed necessary for successful job performance. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective working relationships with those contacted in the course of performing the job duties.
EDUCATION/EXPERIENCE:
Any combination of education and experience that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:
Minimum: High school diploma or equivalent and four (4) years of experience performing increasingly responsible accounting support services.
OTHER REQUIREMENTS:
Possess a valid California driver's license with a satisfactory driving record; ability to pass a pre-employment physical examination.
SUPERVISION RECEIVED AND EXERCISED:
Employees in this classification report to the Finance Manager or other assigned staff.
Employees in this classification report to the Finance Manager or other assigned staff.
SELECTION PROCESS:
Application Screening: Applications, resumes, supplemental questionnaire and/ or other required documentation will be evaluated on a comparative basis. Those individuals whose materials best indicate possession of the stated requirements, may be invited to continue to the next step in the selection process.
Supplemental Questionnaire: All applicants are required to complete the questionnaire. This questionnaire will be used throughout the examination process to assist in determining each applicant's qualifications and acceptability for the position.
Examination Process: A select number of the most experienced and best qualified applicants will be invited to participate in the examination process. The first step in the examination process will be a web-base performance exam (eSkill). The pass point of the exam is 70%. Applicants must pass exam in order to qualify for placement on the eligibility list. Eligibility lists maybe active for up to 1 year.
*IMPORTANT DATES (may be subject to change):
- 03/24/2024: Recruitment Closes.
- 03/26 to 03/28: Performance Assessment Test (eSkill)
- 04/11/2024: Management Interviews- in Person
NOTE:
This position is part of the bargaining unit represented by the Laborers' International Union of North America Local 324.
