Account Clerk - Journey - Confidential

 THIS RECRUITMENT IS OPEN TO PERMANENT OR PROBATIONARY PLACER COUNTY EMPLOYEES ONLY. 

Interdepartment Transfer/Voluntary Demotion Eligibility Criteria:

• Currently a permanent or probationary Account Clerk - Journey.
                                   OR
• Currently a permanent or probationary county employee with an equivalent salary to Grade GNRL 52*.
• The difference between Step 5 of your current salary grade and Step 5 of Grade GNRL 52 is less than 5%, or at any hourly rate above Grade GNRL 52 and willing to voluntarily demote.
                                   AND
• Meet the minimum qualifications of the classification.

*Job Descriptions can be found here. Salaries associated with each classification can be located by clicking on the classification title.

The current vacancy is for the County Counsel’s office. This position will be required to provide a variety of complex and confidential administrative duties and provide technical support under the supervision of professional and/or management personnel.

Attention to detail and accuracy is critical to perform the duties of this job. Interpretation of County and department policies, rules and regulations plays a major role for this position. Ability to organize and prioritize multiple projects and priorities is essential. Proficient in Microsoft Excel and Word at an intermediate level or above. Experience in Workday financials and payroll is preferred.

Primary responsibilities will include

• Verification of hours for payroll input and billing distribution;
• Input attorney time into Workday, verify Workday hours balance and run necessary reports;
• Maintain timesheet and payroll records;
• Monitor staff exception hours;
• Compile data for department billings;
• Prepare and reconcile accounts receivables;
• Perform accounts payable functions within the County software programs;
• Prepare purchasing requisitions and contract payments;
• Monitor contract balances and maintain files;
• Coordinate and make travel arrangements for management staff;
• Analyze and log data for projects and various reports;
• Compile monthly, quarterly and annual budget data requests;
• Assemble background materials using County Counsel’s Case Management System software; and
• Maintain systems related to assigned responsibilities and monitor activity for accuracy.

Positions held in the County Counsel's Office are eligible to receive Confidential benefits, including 3.5% confidential pay.

To perform difficult and responsible clerical work involving financial recordkeeping and statistical records; to review and reconcile financial and budget reports with source documents, invoices, purchase orders and other materials; to process financial and statistical documents, such as purchase orders, payroll time reports and statistical reports; and to receive and reconcile revenues and disbursements.

This is the full journey level class within the Account Clerk series. This class is distinguished from the Account Clerk - Entry by the performance of the full range of duties. 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 within the work unit. Positions in this class are flexibly staffed and are normally filled by advancement from the entry level.

This class is distinguished from the Senior Account Clerk level in that the latter is an advanced journey level that provides functional and technical lead supervision over Account Clerks and/or performs the most difficult and complex work requiring specialized technical or functional expertise and are assigned specialized duties.

Receives general supervision from assigned supervisory or management personnel and may receive technical and functional supervision from a Senior Account Clerk.

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

• Perform clerical accounting or bookkeeping work associated with the maintenance of journals and subsidiary ledgers, tax billing and collections, general ledgers, accounts receivable, fiscal controls and similar financial records.
• Prepare periodic statements and analyses of statistical and financial records related to area of assignment.
• May process time records and prepare payroll and related records.
• Assist in the conduct of accounting and statistical studies and compute cost and revenue estimates.
• Classify and post expenditures, revenues or authorizations to the appropriate budgetary or ledger accounts; maintain records of postings; and reconcile to financial reports.
• Keep ledger accounts; balance accounts; review, identify and correct irregularities; assist with collections of delinquent accounts.
• Receive financial or statistical documents; screen for accuracy and adherence to legal and procedural requirements; carry out proper steps to ensure or authorize payments and delivery; post to records, check and balance totals.
• Make computations and changes to financial and statistical data, apply standard formulas or predetermined guides; assemble financial and statistical data from a variety of sources and prepare or assist in preparing financial and statistical reports.
• May contact other governmental agencies, private agencies and County employees to obtain information for and clarify financial/statistical records and transactions.
• Operate standard office equipment including word processing applications as assigned; may perform duties on computer spreadsheet programs; operate stand alone computer software programs as related to assigned area.
• Prepare complex financial or statistical reports and summaries independently; recommend improvements in financial recordkeeping procedures and systems.
• Assist in preparing budget estimates; prepare trial balances, recapitulations, balance sheets and complex statistical and financial reports.
• Meet with the public to obtain data, interpret information and answer questions; prepare routine correspondence to answer questions, request information or provide explanations.
• Build and maintain positive working relationships with co-workers, other County employees and the public using principles of good customer service.
• Perform related duties as assigned.
  

In addition to the qualifications for the Account Clerk - Entry:
 
Experience: Two years of responsible experience in keeping and reviewing financial records.

Training: Equivalent to the completion of the twelfth grade.  Additional specialized training in bookkeeping, accounting or a related field is desirable.

License or Certificate:
May need to possess a valid driver's license as required by the position.  Proof of adequate vehicle insurance and medical clearance may also be required.

Knowledge of:

• Methods, practices and terminology used in financial and statistical recordkeeping.
• Arithmetic calculations related to statistical and financial record keeping.
• Basic office methods and equipment including filing and computer systems.
• Basic computer software and keyboarding.
• Principles and practices of bookkeeping and statistical recordkeeping.
• Common word processing and spreadsheet software used on a personal computer.
• Modern office practices and procedures.

Ability to:

• On a continuous basis, sit at desk and/or stand at counter for long periods of time.  Intermittently twist and reach office equipment; write and use keyboard to communicate through written means; perform simple grasping and fine manipulation; lift light weight.
• Intermittently, review documents related to Department operations; observe, identify and problem-solve office operations and procedures; understand, interpret and explain Department policies and procedures; explain operations and problem solve office issues for the public and with staff.
• Make arithmetic calculations rapidly and accurately.
• Post financial and statistical records using a personal computer or manual records.
• Learn the organization, procedures and operating details of the County Department to which assigned.
• Learn to use a personal computer and office equipment for successful job performance.
• Verify and check files and data. Understand and carry out both oral and written directions.
• Establish and maintain effective working relationships with the public and fellow employees of the County.
• Work with various cultural and ethnic groups in a tactful and effective manner.
• Communicate effectively in writing and speaking.
• Perform difficult clerical recordkeeping work involving initiative and judgment.
• Perform clerical accounting or bookkeeping work associated with the maintenance of journals and subsidiary ledgers, general ledgers, accounts receivable, fiscal controls and similar financial records.
• Review financial or statistical documents; screen for accuracy and adherence to legal and procedural requirements; carry out proper steps to ensure or authorize payments and delivery, post to records, check and balance totals.
• Apply financial and statistical recordkeeping principles to the maintenance of statistical, accounting, financial and payroll transactions.
• Perform quick, accurate data entry.
• Operate a 10-key adding machine by touch.
• Organize tasks and determine priorities in order to meet assigned deadlines.

The following information represents benefits currently available to permanent Placer County employees and may be subject to change.  It is advisable that applicants inquire as to the most current benefit package during hiring interviews or by contacting the Human Resources Department.

Certain departments, including but not limited to some employees in the Auditor-Controller's Office, Human Resources, County Counsel's Office and the County Executive Office are represented by the Confidential bargaining unit. The following information represents benefits currently available to permanent Confidential Placer County employees and may be subject to change. It is advisable that applicants inquire as to the most current benefit package during hiring interviews or by contacting the Human Resources Department.

To be considered for this Interdepartment Transfer/Voluntary Demotion opportunity:

• Click the Special Appointments/Transfers/Reinstatements link here or on the JOBS Employment Opportunities page located at jobsatplacercounty.com. 
• Scroll down to the Interdepartment Transfer/Voluntary Demotion Process section.
• Select the Interdepartment Transfer/Voluntary Demotion (Placer County Employees Only) radio button, and click the Interdepartment Transfer /Voluntary Demotion application link bar.
• Follow the instructions provided to select the classification for which you would like to be considered.
• Select the link 'Click here to submit a Special Appointments application for this classification', and complete and submit the on-line application.

Department Contact: Linda Rodriguez (530) 886-4648

Interdepartment Transfer/Voluntary Demotion applications may be submitted anytime, but

TO BE CONSIDERED FOR THIS RECRUITMENT PLEASE SUBMIT YOUR APPLICATION BY FRIDAY, JUNE 14, 2019 BY 5:00 PM.