Finance Specialist I (NY HELPS) (anticipated)

Finance Assistant

LOCATION: Central Administration CTE Albany

BASIC FUNCTION:

The incumbent in this position performs work under the general direction of the Finance Specialist III for Management Services to assist with workflow related to financial record keeping and financial transactions of the BOCES. Work assignments are received by a superior with major emphasis on tracking and maintaining various financial records and transactions of the BOCES. Does related work as required.

RESPONSIBILITIES:

• Processes financial data on a variety of accounts pertinent to the BOCES financial records, including but not limited to payroll records, purchase orders and accounts payable/receivable.
• Assists in preparation of various financial reports, including but not limited to payroll reports, budget data, federal and state tax filings and purchase orders.
• Assists in gathering financial data in support of annual budget preparation and maintenance of fiscal controls.
• Enters financial information into computerized system.
• Reviews and checks account keeping records and reports for arithmetical and clerical accuracy, completeness and proper extension.
• Maintains databases and spreadsheets, performs word processing.
• Handles various issues and complaints regarding financial matters.
• Assists in maintenance of a variety of financial records relating to retirement, social security, state and federal withholding taxes.
• Performs related duties as necessary.
• Good knowledge of modern methods used in maintaining financial accounts and records.
• Good knowledge on the use of the computer and software associated with spreadsheets, word processing and account keeping programs.
• Good knowledge of budget, purchasing and payroll procedures.
• Good knowledge of office terminology, procedures and equipment.
• Good knowledge of Business English.
• Ability to understand and carry out oral and written directions.
• Ability to make arithmetic computations rapidly and accurately.
• Clerical aptitude, mental alertness, a high degree of accuracy.
• Neatness, integrity, tact and courtesy.