Financial Services Specialist

Job Classification Summary

FIRST REVIEW OF APPLICATIONS SCHEDULED FOR THE WEEK OF JULY 13, 2026 JOB CLASSIFICATION SUMMARY Performs a wide variety of journey-level technical bookkeeping and accounting support duties associated with accounts payable and purchasing activities, including explaining and interpreting accounting information. DISTINGUISHING CHARACTERISTICS This is a fully qualified, experienced level administrative classification in the financial services job family. Performs the full range of duties typically associated with a job under general supervision. Requires solid knowledge of transactional and/or work standards for completing tasks and assignments of a varied nature. Work may vary from basic to more complex duties and issues but are generally within expected parameters.

Essential Duties, Knowledge and Skills

ESSENTIAL DUTIES The following are intended to describe core work functions of this classification. While the level and broad nature of essential duties may not change, specific work tasks will vary over time depending on the Town's needs.

• Verifies invoices from vendors for accuracy and obtains department approval for payment and ensure proper GL coding and sales tax.
• Enters invoices, requisitions and purchase orders in applicable systems.
• Process and submits 1099s.
• Processes account payable check runs, balance check runs against reports; update general ledge; mail checks.
• Order office supplies.
• Serve as a back-up or utility billing.
• Responds to inquiries over the phone, in person and via email.
• Performs related work as assigned.

KNOWLEDGE

• Principles and practices of accounts payable and accounts receivable;
• Basic procurement principles and practices;
• Office procedures, methods, and equipment;
• Basic mathematical concepts;
• Computer software including word processing, spreadsheets and database applications;
• Customer service principles;
• Basic research methods and techniques;
• Internal control principles and practices;
• Applicable Federal, state and local laws, codes, ordinances, rules and regulations;
• Standard office equipment including the computer and programs relevant to the performance of applicable duties and responsibilities;
• Customer service principles.

SKILLS

• Researching account information;
• Maintaining accounting and/or bookkeeping records;
• Using computers and related software applications;
• Providing customer service;
• Performing basic mathematical calculations;
• Operating standard office equipment;
• Tabulating, recording, and balancing transactions;
• Communication and interpersonal skills as applied to interaction with coworkers, supervisor, the general public, and other interested parties sufficient to exchange or convey information and to receive work direction.

Minimum Qualifications

Education and Experience: High School Diploma or GED and 3 years of related experience; or an equivalent combination of directly related education and experience. Required Certifications/Licenses: N/A

Town of Wickenburg