The Monterey County Treasurer-Tax Collector is an elected officer of the County. Operating under statutes of the State of California, the Treasurer-Tax Collector performs a variety of functions which collectively contribute to the financial management net
|Examples of Duties:
- Learns to and/or performs professional accounting and budgetary duties involved in establishing, analyzing, reviewing, reconciling, monitoring, and maintaining financial records and reports; ensures financial integrity of assigned accounts.
- Learns to and/or prepares, analyzes, evaluates, and monitors a program including project costs, and provides recommendations.
- Prepares or verifies a variety of routine and simple accounting, statistical, and narrative statements or reports, requiring analysis and interpretation of data.
- Calculates, posts, and adjusts journal entries; updates accounts to reflect revenue and expenditures; audits accounts for errors and makes appropriate adjustments; coordinates and reconciles different computer financial systems statements; reconciles various financial statements to ensure accurate fund accounting; matches financial statements with cash amounts; initiates account transfers and other transactions as needed; utilizes manual and computerized record keeping systems.
- Reviews, analyzes, and documents a variety of accounts and transactions; reconciles general ledger, cash, and other designated accounting reports and statements with financial records; compares manual and automated records and transactions; identifies errors; verifies account balances; adjusts accounts; initiates transfers; and makes corrections.
- Learns to analyze and prepare portions of departmental budget; prepares income and expenditure detail; provides appropriate analysis and recommendations.
- Maintains current knowledge of and complies with applicable laws, codes, rules, regulations, established policies and procedures, and with generally accepted accounting principles; ensures accuracy of input and output data.
- Responds to inquiries, resolves issues and conflicts, and provides detailed and technical information concerning related standards, practices, pending legislation, laws, codes, regulations, polices, and procedures; attends and participates in various meetings, committees, and professional groups.
- Identifies, develops, and implements procedures and techniques to enhance fiscal accuracy, operational efficiency, financial effectiveness, and compliance with established requirements.
- May oversee the work of paraprofessional and clerical finance staff.
- Communicates with County staff, governmental agencies, and outside organizations to exchange information, coordinate activities, resolves issues and concerns; prepares and submits mandated reports within established time frames.
| Examples of Experience/Education/Training:
The knowledge, skills and abilities listed above may be acquired through various types of experience, education or training, typically:
Completion of 15 semester units from an accredited college or university with coursework in elementary and advanced accounting; and
Two years of experience performing paraprofessional-level accounting duties, or two years of experience at a level equivalent to an Accounting Technician in Monterey County.
| Additional Information:
A combination of experience, education, and/or training which substantially demonstrates the following knowledge, skills, and abilities:
Knowledge and Skills:
- Methods, procedures, and terminology used in professional accounting
- Financial and statistical record keeping techniques
- Related computer hardware and applicable software
Skill and Ability to:
- Generally Accepted Accounting Principles
- Principles and practices of governmental accounting; budget preparation, monitoring and controlling; research and statistical evaluation; financial statement preparation and comprehensive accounting reports
- Applicable laws, codes, regulations, policies, and procedures
- Internal control practices
- Analysis of basic accounting and budgeting internal reports
- Learn to and /or accurately perform professional accounting and budgetary work involved in preparing, analyzing, reconciling, and maintaining financial records and reports
- Learn to and/or prepare, analyze, and monitor funds, budgets and accounts
- Reconcile various statements
- Interpret, apply, and explain rules, regulations, policies, and procedures
- Prepare accounting reports
- Analyze financial reports and prepare reports, forecasts, and recommendations
- Understand administrative policies and their impact on routine accounting functions
- Perform mathematical calculations
- Meet schedules and timeliness
- Operate standard office equipment, including a computer and associated software
- Communicate effectively bother orally and in writing
- Provide excellent and courteous customer service and establish and maintain effective working relationships
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