Fiscal Office Specialist (Open and Promotional)

Fiscal Office Specialist

Under general supervision, Fiscal Office Specialists provide difficult, technical, complex or specialized fiscal, financial, statistical and accounting office support to various County offices. They are responsible for the review and reconciliation of reports, journals, budget, payroll or related fiscal and statistical data; the auditing and verification of various information, including source data as well as manual and computer produced reports; and perform related duties, as assigned. The duties of the position require the use of independent judgment and initiative. The ideal candidate for this position will have excellent communication skills, both verbally and in writing; experience with office automation hardware and software; experience handling high volume of cash, and experience and knowledge working with Excel and Access.

This is the technical specialist level in the fiscal office support series. Positions in this class require a definable body of knowledge and skills which exceed those required by lower level fiscal office support workers. Responsibilities include the performance of complex, technical or specialized fiscal office support work requiring the regular use of independent judgment and initiative. Lead direction of others is not a regular part of the job, although project or relief leadership may be required. This class is distinguished from Fiscal Office Services Supervisor in that the latter is the first full supervisory level over a large group of fiscal office support staff. This class is further distinguished from Lead Fiscal Office Assistant in that the latter assigns, directs and reviews the work of other fiscal office support staff in addition to performing advanced journey level fiscal support work.

Duties may include, but are not limited to, the following:

• Perform difficult or complex accounting or detailed financial office support work and assist with special projects as assigned.
• Review and reconcile varied reports, journals, budget, payroll or related fiscal or statistical data.
• Audit and verify various information, including source data as well as manual and computer-produced reports.
• Create, develop, and maintain varied subsidiary ledgers, forms, documents, auditing and reconciling reports and information and posting data as required; may generate general ledger entries.
• Research and assemble information from a variety of sources for the completion of forms or the preparation of reports.
• Provide information to the public or to County staff that requires the use of judgment and the interpretation of policies, rules or procedures.
• Determine the amount of bails, fines, fees and other monies due to the County, interpreting and applying complex rules and regulations; ensure that receipts are balanced on a regular basis.
• Perform a variety of general office support work such as organizing and maintaining various files, typing correspondence, reports, forms, and specialized documents, and proofreading and checking materials for accuracy, completeness and compliance with departmental policies and regulations.
• Enter and retrieve data from an on-line or personal computer system and use such technology to produce reports; operate standard office equipment.
• Provide back up to other positions when necessary.
• Perform related duties as assigned.

Knowledge of:

• Fiscal document processing and record keeping, bookkeeping and basic governmental accounting principles and practices.
• Basic auditing principles and practices.
• Policies and procedures related to the department or functional area to which assigned.
• Office administrative practices and procedures, including filing and the operation of standard office equipment.
• Business data processing principles and the use of personal or on-line computers.
• Business arithmetic.
• Correct English usage and the standard format for typed materials.

Skill/Ability to:

• Train others in work procedures.
• Perform technical, specialized, complex or difficult fiscal office support work.
• Prepare, maintain and reconcile various fiscal, accounting, statistical and numerical records.
• Organize, prioritize and coordinate work activities.
• Read, interpret and apply rules, policies and procedures.
• Perform detailed fiscal office support work accurately.
• Operate standard office equipment including a calculator and computer terminal.
• Make accurate arithmetic calculations.
• Use initiative and sound independent judgment within established guidelines.
• Establish and maintain effective working relationships with those contacted in the course of the work.
• Type with sufficient skill to complete forms and enter information into a computer system.

Education and Experience: Any combination of education and experience that would likely provide the required knowledge, skills and abilities is qualifying. A typical way to qualify is:

• One year of journey level fiscal office support experience.

Other Requirements: Position may require that the applicant obtain and maintain a security clearance as a condition of employment.

Open & Promotional. Anyone may apply. Current County of San Mateo and County of San Mateo Superior Court of California employees with at least six months (1040 hours) of continuous service in a classified regular, probationary, extra-help/limited term positions prior to the final filing date will receive five points added to their final passing score on this examination.

This is a continuous recruitment which may close at any time. Applications for this position will only be accepted online. Online applications must be received by the Human Resources Department before midnight on the final filing date. The examination process will consist of a multiple-choice written exam (weight: 100%). The exam is a basic civil service/government examination consisting of 100 multiple-choice questions in the following categories: Arithmetic Fiscal, Bookkeeping, Fiscal Analysis, Proofreading, and Interpersonal Relations. Apply immediately. This recruitment is open on a continuous basis and selections may be made at any time within the process.

About the County: San Mateo County is centrally located between San Francisco, San Jose, and the East Bay. With over 750,000 residents, San Mateo is one of the largest and most diverse counties in California and serves a multitude of culturally, ethnically, and linguistically diverse communities. The County of San Mateo, as an employer, is committed to advancing equity to ensure that all employees are welcomed in a safe and inclusive environment. The County seeks to hire, support, and retain employees who reflect our diverse community. We encourage applicants with diverse backgrounds and lived experiences to apply. Eighty percent of employees surveyed stated that they would recommend the County as a great place to work. The County of San Mateo is an equal opportunity employer committed to fostering diversity, equity, and inclusion at all levels.