Fiscal Office Specialist; and Promotional

Overview

Under general supervision,
Fiscal Office Specialists provide difficult, technical, complex or specialized fiscal, financial, statistical and accounting office support to various County offices. They are responsible for the review and reconciliation of reports, journals, budget, payroll or related fiscal and statistical data; the auditing and verification of various information, including source data as well as manual and computer produced reports; and perform related duties, as assigned.

The duties of the position require the use of independent judgment and initiative.

The ideal candidate for this position will have excellent communication skills, both verbally and in writing; experience with office automation hardware and software; experience handling high volume of cash, and experience and knowledge working with Excel and Access.

This is the technical specialist level in the fiscal office support series. Positions in this class require a definable body of knowledge and skills which exceed those required by lower level fiscal office support workers. Responsibilities include the performance of complex, technical or specialized fiscal office support work requiring the regular use of independent judgment and initiative. Lead direction of others is not a regular part of the job, although project or relief leadership may be required.

This class is distinguished from Fiscal Office Services Supervisor in that the latter is the first full supervisory level over a large group of fiscal office support staff. This class is further distinguished from Lead Fiscal Office Assistant in that the latter assigns, directs and reviews the work of other fiscal office support staff in addition to performing advanced journey level fiscal support work.

Note: The eligible list generated from this recruitment may be used to fill future extra-help, term, unclassified, and regular classified vacancies throughout the County of San Mateo.

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

• Perform difficult or complex accounting or detailed financial office support work and assist with special projects as assigned.
• Review and reconcile varied reports, journals, budget, payroll or related fiscal or statistical data.
• Audit and verify various information, including source data as well as manual and computer-produced reports.
• Create, develop, and maintain varied subsidiary ledgers, forms, documents, auditing and reconciling reports and information and posting data as required; may generate general ledger entries.
• Research and assemble information from a variety of sources for the completion of forms or the preparation of reports.
• Provide information to the public or to County staff that requires the use of judgment and the interpretation of policies, rules or procedures.
• Determine the amount of bails, fines, fees and other monies due to the County, interpreting and applying complex rules and regulations; ensure that receipts are balanced on a regular basis.
• Perform a variety of general office support work such as organizing and maintaining various files, typing correspondence, reports, forms, and specialized documents, and proofreading and checking materials for accuracy, completeness and compliance with departmental policies and regulations.
• Enter and retrieve data from an on-line or personal computer system and use such technology to produce reports; operate standard office equipment.
• Provide back up to other positions when necessary.
• Perform related duties as assigned.

• Fiscal document processing and record keeping, bookkeeping and basic governmental accounting principles and practices.
• Basic auditing principles and practices.
• Policies and procedures related to the department or functional area to which assigned.
• Office administrative practices and procedures, including filing and the operation of standard office equipment.
• Business data processing principles and the use of personal or on-line computers.
• Business arithmetic.
• Correct English usage and the standard format for typed materials.

• Train others in work procedures.
• Perform technical, specialized,…