Senior Account Clerk (#CH5 )
$29.29-$37.08 hourly / $5,076.84-$6,427.08 monthly / $60,923.20-$77,126.40 yearly

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Definition

Under general supervision, to do varied and complex clerical accounting work in connection with interpreting and processing financial or statistical records, or in reviewing and verifying a wide variety of complex data regarding financial record keeping activities; and to do related work as required.

Distinguishing Characteristics

This is the advanced journey-level class in the Account Clerk series. Positions in this class are responsible for the independent maintenance and processing of financial or fiscal records and transactions involving a variety of items in different forms, requiring examination of essentially dissimilar accounting details and substantially different types of supporting documents. Work entails solving difficult problems and acting as a final check and expert on systems to employees, departments and the public. Incumbents may have extensive public contact, which entails explanation of departmental policies, laws and procedures, which requires broad knowledge of the functions of County departments. Supervision exercised by positions in this class is usually limited to providing technical direction and initial training and orientation to new employees.

Typical Tasks

Reviews and verifies financial transactions to determine distribution of expenditures, payments and other data to various accounts using considerable judgment due to numerous coding sub-categories;
Posts financial transactions to accounts, journals, and ledgers using automated or manual systems;
Maintains appropriation, expenditure, and revenue records; monitors budget units, contracts, and accounts; checks and balances records for arithmetic accuracy and correct budget coding; prepares fund transfer forms;
Reviews accounts for proper payments, charges, and data; makes adjustments to accounts;
Balances, resolves, and reconciles discrepancies between payments, receipts, and accounts;
Reviews claims and charges to verify codes and fees for compliance with laws, rules, regulations, and County policy;
Prepares financial reports including appropriations, accruals, revenues, expenditures, demands payable, accounts receivable, and contracts;
Obtains and provides information to the public, vendors, providers, and other departments regarding fees, claims, accounts, contracts, and budgets; explains procedures, laws, and regulations and resolves differences;
Interprets and applies detailed instructions to determine appropriate actions on complex problems requiring research through various records;
Uses computerized and/or manual systems to enter and retrieve data;
Acts as a final check or subject matter expert on records and procedures;
May receive payments, prepare deposits, and post, balance, and reconcile to control accounts;
May review charges and codes and prepare billings to various first-, second-, third-party payers including State/Federally funded programs and insurance companies;
May provide technical direction to other employees, including reviewing work for completeness, accuracy, and adherence to procedures;
May process payroll and personnel actions in small departments or units;
May provide vacation or temporary relief for supervisor or other classes as required.

Employment Standards

EMPLOYMENT STANDARDS

Knowledge:

Thorough knowledge of general office procedures;
Working knowledge of methods, practices and terminology used in accounting clerical work;
Working knowledge of automated and manual bookkeeping systems;
Some knowledge of the principles and practices of bookkeeping;
Some knowledge of automated record keeping systems;
Some knowledge of basic cost and budgetary accounting principles.

Ability to:

Perform difficult clerical accounting work involving independent judgment and accuracy and speed;
Maintain complex records utilizing computerized and/or manual systems;
Reconcile differences within the record keeping system using arithmetic skills and understanding of the record keeping system and related transactions;
Assemble and organize data and prepare reports from such records;
Establish and maintain cooperative relationships with the public and others contacted in the course of work;
Operate standard office equipment including computerized systems to enter and/or retrieve data;
Operate adding, calculating or automated bookkeeping machines;
Make arithmetic calculations accurately and rapidly;
Spell correctly;
Quickly learn the specific operations of the department to which assigned;
Write neatly and legibly;
Learn medical terminology may be required for some positions;
Type at a moderate rate of speed utilizing a word processor or typewriter may be required for some positions.

Training and Experience: Any combination of training and experience, which would provide the required knowledge and abilities, is qualifying. A typical way to obtain the knowledge and abilities would be:

Two years of experience involving maintaining accounting records or processing financial records that demonstrates application or possession of the required knowledge and abilities listed above. Formal education in bookkeeping or accounting of up to one year may be substituted for the required experience on an hour-for-hour basis.

(Formerly: Account Clerk III)

EST: 9/77 REV: 8/90, 10/89, 5/82 Analyst: SA

Miscellaneous

(Formerly: Account Clerk III)
Analyst: SA
Revised Date(s): 5/82, 10/89