Finance Assistant I / II

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Finance Assistant I / II

Salary

$44,707.68 - $61,186.32 Annually

Location

City of Stockton, CA

Job Type

Full-Time (Probationary)

Job Number

1224-07103

Department

Municipal Utilities

Opening Date

01/12/2025

Closing Date

2/2/2025 5:00 PM Pacific

• Description

• Benefits

• Questions

DEFINITION

OPEN/PROMOTIONAL OPPORTUNITY

FUTURE SALARY INCREASES:

Effective 7/1/2025, 3% Cost of Living Adjustment

INCENTIVES FOR NEW EMPLOYEES:

Sign on Bonus - $2,000

40 hours of sick leave for immediate use

FUTURE INCENTIVES:

Employee employed as of 7/1/2025 will receive $2,000 lump sum

FLSA STATUS: Non-Exempt

TENTATIVE EXAMINATION DATE: - February 18, 2025. (Candidates must appear in person for the examination.)

The current vacancy exists in the Finance Division of the City of Stockton’s Municipal Utilities Department. This vacancy will be filled at either the Finance Assistant I or II level depending upon the experience of the candidate selected. The Finance Assistant I/II position may perform a variety of duties involving the accounts payable process, purchasing requisitions, and employee reimbursements.

Incumbents work a 9/80 work schedule Monday through Thursday 7:30 am to 5:00 pm and Fridays 7:30 am to 4:00 pm with alternate Fridays off.

Incumbents in this position are included in the Civil Service system and are covered by a bargaining unit. (Classified/Represented)

This recruitment is being conducted as an Open/Promotional recruitment for the Municipal Utilities Department. Current full-time City of Stockton employees may apply for this position as a promotional opportunity and successful candidates will be placed on a promotional list. All other candidates may apply for this position as an open competitive opportunity and successful candidates will be placed on an open list. The appointing authority will have the option of requesting names from the promotional list or a combination of both.

These lists may be used to fill future vacancies.

Prior to appointment, eligible candidates will be required to submit to and successfully pass a background investigation, which will include fingerprinting.

Under general supervision, provides a variety of finance office support services related to accounts payable, payroll, customer service, and/or other general finance office support functions as assigned. Some positions may have public contact.

CLASS CHARACTERISTICS

This is a deep class in which incumbents may be assigned to any of the three levels, provided that they possess the required education, skills and experience, and successfully demonstrate proficiency which meets the qualifications for the class to which they are assigned. Such assignments and advancements shall be at the discretion of the department head, with approval of the City Manager.

Finance Assistant I is the entry-level class of this series. Initially under close supervision, incumbents learn City finance office policy and procedures, including customer service techniques, accounts payable, payroll, and/or Stockton Municipal Code (SMC), state, and federal regulations depending on functional area to which assigned. As experience is gained, duties become more diversified and are performed under more general supervision.

Finance Assistant II is the journey-level class of this series. The incumbent is fully competent to perform a variety of financial and accounting office support duties and customer service. Successful performance at this level requires a thorough knowledge of City and departmental policy and procedures, in the assigned areas governing payroll processing, accounts payable, and general accounting support. This class is distinguished from Senior Finance Assistant which is the specialist and/or lead level of the series.

PRINCIPAL DUTIES (Illustrative Only)

• Assists customers over the phone, at the counter, or by mail regarding payroll and vendor payments.

• Inputs information into a computer system or manually prepares forms related to assigned function.

• Maintains and updates master payroll records, including the production of employee paychecks, benefit statements and accrual calculations.

• Researches and adheres to payroll practices and procedures, as defined within Memorandums of Understandings, other agreements, city policies and directives.

• Matches invoices, receiving reports and other requests for payment; ensures proper authorization and compliance with City policies and procedures to ensure timely payment of the City's liabilities.

• Reviews payments for applicability of Federal and State tax laws.

• Reconciles and prepares payments for non-purchase order expenditures such as utility and telephone payments.

• Provides information to vendors and departments regarding invoice payments.

• Reconciles and prepares tax reports and reconciles and computes payments due for various benefit program providers.

• Explains payroll deductions and related payroll transactions to City employees.

• Researches and assembles information from a variety of sources for the completion of forms or the preparation of reports.

• Maintains accounting and financial and statistical records and prepares periodic or special reports.

• Reviews own work and the work of others for accuracy, completeness, format, and compliance with policies and procedures.

• Performs a variety of general office support duties.

• Enters and retrieves data from an online or personal computer system; may use such technology to create and produce standard reports and databases.

QUALIFICATIONS

Education/Experience:

Finance Assistant I : Possession of a high school diploma or GED and one year of experience in payroll, accounts payable, or general clerical customer service. Course work in bookkeeping is desirable.

Finance Assistant II : In addition to the above, two (2) years of accounting, payroll, accounts payable, financial record keeping, or bookkeeping experience.

OR

One (1) year of accounting, financial record keeping, or bookkeeping and possession of at least 30 semester or 60 quarter units from an accredited university or college with major course work in Accounting, Banking, Business Administration or a closely related field.

Other Requirements:

• Specified positions may require the use of a valid California Driver's License.

• Must be able to lift and carry up to 20 pounds.

Knowledge of:

• Financial record keeping and bookkeeping practices and procedures;

• Office practices and procedures, including filing and the operation of standard office equipment;

• Written and oral communication skills, including spelling, grammar and punctuation, and letter writing;

• Basic math skills;

• Knowledge of basic business data processing principles and the use of a personal computer, including software such as Microsoft Word and Excel; and

• Quality customer service principles and practices, including conflict resolution.

Skill in:

• Making accurate mathematical calculations;

• Operate a 10 key by touch;

• Organizing and maintaining accurate financial and customer records;

• Using initiative and sound independent judgment within established guidelines;

• Prioritizing and coordinating work activities and meeting critical deadlines;

• Establishing and maintaining effective working relationships with those contacted in the course of work;

• Operating standard office equipment, including a ten key calculator and personal computer;

• Reading and understanding rules, policies and procedures; and

• Understanding and carrying out oral and written directions.

THE EXAMINATION

Applicants who qualify in terms of relevant work experience and education, that best fit the needs of the City, will be invited to participate in the examination process. The examination process may include a written examination weighted 100%. However, the City reserves the right to utilize alternative testing methods, including an oral panel, if deemed necessary. Candidates must receive a minimum passing score of 70%, as determined by the relative performance of all candidates in all portions of the examination. In the event of identical ratings, candidates' names will be arranged in order of application date/time and, if same, then arranged alphabetically.

ALL APPLICATIONS AND SUPPLEMENTAL QUESTIONNAIRES MUST BE COMPLETED FULLY AND SUBMITTED ON AN OFFICIAL CITY OF STOCKTON APPLICATION FORM. INCOMPLETE APPLICATIONS AND SUPPLEMENTAL QUESTIONNAIRES WILL BE REJECTED AND CANNOT BE REVISED AFTER SUBMITTAL ON OR BEFORE THE FINAL FILING DATE. POSTMARKS, FACSIMILES, AND PHOTOCOPIES OF THE CITY'S EMPLOYMENT APPLICATION WILL NOT BE ACCEPTED. RESUMES ARE WELCOMED BUT SHOULD BE SUBMITTED AS ADDITIONAL INFORMATION ONLY. PLEASE DO NOT STATE "REFER TO RESUME".

NOTE:

• After on-line submittal, immediate notification will appear on your screen indicating your application has been received. Please print this notice as proof of filing.

• Notices and correspondence will be sent via email only. No paper notices will be mailed to applicants. It is the applicant's responsibility to ensure a correct email address is provided and that correspondence is being received.

• NeoGov.com: You will receive correspondence via the e-mail address you provided on your application. Some e-mail accounts have been known to place these e-mails in the spam/junk file. Please check your e-mail folders or accept e-mails ending with neogov.com.

In accordance with California Government Code section 3100, et seq., all City of Stockton employees are considered disaster service workers who may be required to report for duty, or remain on duty to address disaster service activities in the event of an emergency or disaster and are required to undertake an applicable loyalty oath.