Finance Aide

Finance Aide

Under direction, the Finance Aide will perform routine clerical accounting and record-keeping duties in support of citywide finance, payroll and related functions. The Finance Aide will assist with the receipt and processing of cash deposits; perform routine financial data entry into computerized systems; provide reception for staff and visitors; and perform other related duties as assigned.

A 5% COLA salary increase is expected to take effect in June 27, 2026.

Examples of Duties

• Assist with a variety of clerical accounting and recordkeeping duties in support of organizational payroll and finance functions; receive, verify, process, sort and file payroll or finance related forms and applications; maintain information in various automated systems
• Assist with recording, counting and verifying daily cash received from various city departments; prepare deposits.
• Assist with maintaining standard filing systems for various auditable records and documents related to payroll, personnel and assigned activities.
• Receive timesheets from various City departments and review for accuracy and completeness; assist the Payroll Technician with entering time sheet information into an assigned computer system and verify balances; generate pre-defined reports and lists to find discrepancies; contact departments as needed to make routine corrections.
• Assist with processing, inputting and/or verifying vendor invoices, utility refunds and other documents as directed; organize and print credit card transaction statements for review.
• Review and reconcile daily bank reports against checks issued and cash deposits; prepare routine reconciliation reports.
• Assist with preparing water utility billings; process meter readings; calculate bills and post amounts on customer accounts; print and mail bills; generate and mail past due/shut-off notices for delinquent accounts; respond to customer.
• Assist with setting up new customer water accounts and advise customers of applicable fees.
• Assist with accepting and processing payments from customers for water accounts, and other licenses/fees; enter payments into accounting system and reconcile payments to computerized reports.
• Communicate with personnel and various outside agencies to exchange information and resolve issues.
• Provide routine office reception by greeting visitors, answering questions and/or referring to appropriate staff.

Minimum Qualifications

Any combination of education, training, and work experience that demonstrates possession of the knowledge, skills, and abilities to successfully perform in the position may be qualifying. A typical combination is as follows:

Experience: Six months of performing basic clerical, customer service and cashiering duties is required.

Training: High school graduation or equivalent required. A bachelor's degree from an accredited four-year college or university in business administration, public administration, or a closely related field is desirable.

License or Certificate: Valid Class C California Driver License and acceptable driving record.

Knowledge of: Modern office practices, procedures and equipment; basic clerical accounting and payroll processes; basic clerical methods of researching, gathering, organizing and reporting data; basic methods of prioritizing, planning and organizing office work; basic time management techniques; basic clerical customer service techniques; basic clerical recordkeeping, filing and data reporting techniques; basic cash handling procedures; basic mathematics, including addition, subtraction, multiplication, division and percentages; telephone techniques and etiquette; correct English usage, grammar, spelling, punctuation, and vocabulary; personal computers and standard business software to perform clerical tasks.

Skill to: Effectively utilize modern office equipment, including personal computers and standard business software such as the Microsoft Office Suite; gather accurate information through interviews and inquiries; type and enter data accurately and at a speed necessary for successful job performance; perform mathematical calculations quickly and accurately using addition, subtraction, multiplication, division and percentages; safely operate one or more types of vehicles if required by assignments; interact with the public using tact, patience and courtesy.

Ability to: Accurately follow oral and written instructions; perform a variety of routine clerical recordkeeping duties in support of centralized finance and payroll functions; interact frequently with the public and provide customer service in a calm, courteous and helpful manner; maintain accurate records and efficient files using routine clerical organizational tools and filing structures; learn, apply and explain basic laws, codes, rules and regulations applicable to municipal financial activities; adhere to established work schedules and timelines; communicate effectively, both orally and in writing; establish and maintain cooperative and effective working relationships with others.

Supplemental Information

Essential duties require the following physical skills and work environment:

Physical Demands: Duties typically are performed in both indoor and outdoor settings and require: frequent sitting, standing, reaching, walking, running; dexterity to manipulate art tools, play equipment, program equipment and standard office equipment; hearing and speech to communicate in person; mobility to occasionally lift objects weighing up to 50 pounds.

Environmental Elements: Typical work environment includes moderate noise levels, varying temperatures/weather, and no direct exposure to hazardous physical substances; employees may interact with upset staff and/or public and private representatives and contractors in interpreting and enforcing departmental and City policies and procedures.

Emergency Disaster Worker: City employees are registered as Emergency Disaster Workers and must take an oath. In the event of a declared emergency, City employees shall initially remain at work, or if recalled, shall report to work after completing critical personal and family emergency responsibilities.

Selection Procedure: Completed application and resume must be submitted by the filing deadline listed above. Application packets will be screened in relation to the criteria outlined in the job announcement. Possession of the minimum qualifications does not ensure an invitation to the recruitment process. The selection process will include an oral interview and may include other testing processes designed to predict successful job performance. Candidates must be specific and complete in describing their qualifications for this position. Failure to state all pertinent information may lead to elimination from consideration. Stating "See Resume" is not an acceptable substitute for a completed application. Communication regarding your application and/or status will be sent to the email address listed on your application. Please check your email regularly throughout the recruitment process as you will not receive communications by any other method.

Equal Opportunity Employer: Equal Opportunity Employer