Detailed Job Description
The Department of Fiscal Services is seeking a talented individual to fill the position of Financial Technician.
Comprised of two colleges, West Valley College and Mission College, we are located in the heart of Silicon Valley. Our staff and faculty are among the most qualified in the state and our students appreciate our two colleges for our friendly staff and supportive atmosphere.
Under direction of the Accounting Manager or other assigned supervisor, prepare, process and to provide information and assistance to District personnel regarding issues and questions.
Applicants who possess the knowledge, skills, and life experiences to address the cultural and educational needs of a culturally diverse student population are encouraged to apply.
100% of full time, 37.5 hours per week, 12 months per year, with anticipated start date of December 9, 2015. Schedule may change to include some evening or weekend hours, as needed. This position is a member of the West Valley-Mission Classified Employees Association (WVMCEA), Office, Technical & Business Services Employee Unit.
Work Location: West Valley-Mission Community College District, located on the West Valley College campus, Saratoga, CA.
We have begun a district-wide classification study of all regular, non-faculty staff positions. A classification study is a process of studying, analyzing, and describing the nature and level of work performed by employees. This classification study will ultimately produce uniform job descriptions for every employee.
The classification study will also include a compensation study that will provide information on what other employers pay employees who are performing similar duties. The District will use this information to ensure that our employees are adequately compensated.
The classification study started in November 2014 and is expected to take approximately 12 months to complete. As a result of this study, it is possible for the job description and/or compensation to change in this position opening.
Any combination equivalent to:
1. Education – Associate’s degree with major course work in accounting or closely related field;
2. Experience – At least two years of increasingly responsible financial record keeping experience;
3. Demonstrated ability to effectively work with persons of diverse socioeconomic, cultural, disability, and ethnic backgrounds.
- Knowledge of enterprise software, preferably Colleague (Datatel) or Banner
- Prior experience with database implementation
- Time management and problem-solving skills
- Enthusiastic, knowledge-hungry learner, eager to meet challenges and quickly assimilate new concepts
- Related public agency experience
Examples of Duties and Responsibilities
To perform this job successfully, an individual must be able to perform each essential duty of the position satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions required for the position.
- Receive, review, audit, adjust and verify cash, receipts, requisitions, reports or other financial and statistical documents; perform analysis and maintain controls; balance accounts and produce trial balances.
- Compile data and establish new accounts as needed; review, verify, audit and process a variety of documents and accounts related to assignment; assure the accuracy of data, rates, calculations, codes, budget accounts and other information; detect, trace and correct errors and discrepancies; contact involved parties to verify information; add, delete, correct and adjust financial information and assure accuracy, completeness and compliance with legal and procedural requirements; prepare adjustment documentation.
- Coordinate the preparation and distribution of financial aid award checks for all financial aid programs; maintain the check disbursement journal, control ledger and related records; reconcile and adjust accounts according to requirements of the funding agency.
- Maintain accounts and financial records for the Associated Student Body, scholarships and various sports activities; audit income and expenditures, prepare warrants and financial statements, reconcile accounts and prepare bank deposits.
- Review check requests and process check disbursements according to District policy and County, State and federal regulations; perform analysis and maintain controls; balance accounts and make adjusting entries.
- Manage cash, including monthly bank reconciliation, to ensure accuracy of cash balance; project expenditures to prevent overdrawn funds; make timely cash requests to maintain proper cash balance in accordance with State and federal regulations and guidelines.
- Review accounts receivable files and contact departments regarding payment collection; enter data and adjustments; transfer funds according to District policies and applicable regulations.
- Maintain various records and reports; compute and reconcile financial and statistical data and transactions; post and prepare summaries, statements and reports.
- Maintain comprehensive financial and statistical reports, records and files according to legal requirements and District retention policies; respond to inquiries and answer questions; post and prepare various District, County, State and federally–mandated summaries, statements and reports; assist in preparing special, supplemental and year–end reports, forms, records and documents.
- Research and complete various claims, verifications and other documents; research and resolve issues and questions according to District policies and procedures; communicate with District, County, State and federal personnel to explain or obtain information.
- Operate a computer to input, sort, compile, process and post various financial and statistical data and information to an automated financial accounting system; sort, retrieve, review and analyze data and generate computer documents and reports according to established time lines; interface with District information services systems and personnel; store, back–up and retrieve data according to established guidelines.
- Operate a mainframe computer terminal or microcomputer, using spreadsheet, database, word processing and specialized financial software; operate other office equipment such as a calculator, copier, typewriter and facsimile machine.
- Respond to requests from independent auditors; provide information and assistance as requested.
- Perform related duties as assigned.
Knowledge and Abilities
- Fund accounting and generally accepted accounting principles, practices and terminology.
- Methods, practices, procedures and terminology of financial record keeping, bookkeeping and reporting.
- Modern office practices, procedures and equipment.
- Computerized accounting data processing concepts.
- Operation of computer terminals, microcomputers, peripheral equipment, calculator, copier and other office machines.
- Oral and written communication skills.
- Interpersonal skills including tact, patience and courtesy.
- Perform complex and responsible clerical accounting duties involving independent judgment and initiative.
- Apply bookkeeping and financial record–keeping principles to assigned specialty area.
- Read, analyze, interpret and explain business periodicals, journals, rules, program policies or requirements, technical procedures, or governmental regulations.
- Write routine reports and correspondence using correct English usage, grammar, spelling, punctuation and vocabulary.
- Exercise good judgment, discretion, tact and courtesy in the handling of confidential and sensitive matters.
- Resolve complex issues within scope of authority.
- Effectively present technical information in person or on the telephone to others.
- Make arithmetical computations quickly and accurately.
- Review, verify, adjust and record financial and statistical data.
- Detect, trace and correct errors and discrepancies in financial data.
- Prepare journal entries, fund transfers, and account adjustments.
- Prepare and process assigned work according to stringent timelines and policies.
- Prepare and maintain financial and statistical records and reports.
- Establish and maintain cooperative and effective working relationships with others.
- Maintain current knowledge of laws and regulations related to assignment.
- Work independently with minimal supervision.
- Operate a keyboard accurately at an acceptable rate of speed.
- Operate a mainframe and microcomputer and other office equipment such as calculator, copier and facsimile machine.
- Use computer software including accounting, word processing, spreadsheet and report writing applications.
- Perform assigned work with speed and accuracy.
- Plan and organize work to meet multiple demanding schedules and timelines.
- Relate effectively with people of varied academic, cultural and socio–economic background using tact diplomacy and courtesy.
Salary and Benefits
West Valley-Mission Community College District is an Equal Opportunity Employer
- Anticipated Hiring Range: $4,056–$4,415 monthly (WVMCEA Salary Schedule, Range 57, Steps A-C).
- Employer-contributed medical, dental and vision for employee, spouse, and/or dependents.
- Employer-paid long term disability for employee.
- Voluntary life insurance.
- 13 paid holidays, plus 1 floating holiday annually; paid non-workdays between Christmas and New Year.
- 10 days vacation leave accrued annually; rate increases step-wise up to maximum 22 days vacation leave accrued annually.
- 12 days sick leave accrued annually.
- Personal necessity leave and personal business leave.
- Educational growth incentive program from $40 to $200 monthly.
- $500 longevity award annually after 10 years of service and $1,000 longevity award annually after 15 years of service.
- CalPERS retirement.
- Position is union affiliated with required dues.