CITY OF SALISBURY

FINANCIAL SPECIALIST

DEFINITION

To perform a variety of complex office management duties involving investigating and compiling financial and statistical information used in record keeping, report preparation, and special departmental projects; and to organize this information into a format appropriate for meeting department needs; and to provide support to department management staff by coordinating office services such as budget preparation, annual financial report preparation, and audit preparation.

SUPERVISION RECEIVED AND EXERCISED

Receives direction from assigned Department Head.

Exercises no supervision.

EXAMPLES OF DUTIES - Duties may include, but are not limited to the following:

Assist in the preparation of annual operating and capital budgets;

Prepares data for a variety of studies, reports and related information for decision-making purposes; conducts research, analysis, and prepares recommendations.

Assures that assigned areas of responsibility are performed within budget; performs cost control activities; monitors revenues and expenditures in assigned area to assure sound fiscal control; assists in the preparation of annual budget requests;

Maintain information for the annual financial report and other reports as required.

Compose, prepare and proofread specialized correspondence for proper format and accuracy.

Organize, direct and coordinate office operations which may involve coordinating the work activities of staff.

Collect information and compile reports on departmental activities as requested by the Department Head.

Collect worthless checks and miscellaneous bills for all City departments; prepare and mail second, third and final notices on delinquent accounts.

Receive and respond to complaints or inquiries relating to department operations and/or records.

CITY OF SALISBURY

Financial Specialist (continued)

Assist in monitoring departmental compliance with applicable local, State and Federal regulations.

Process routine matters independently.

Assist Department Head with special projects as necessary.

Screen calls and visitors; arrange and schedule appointments.

Provide information requiring a thorough knowledge of department policies and procedures.

Prepare and maintain a variety of filing systems and records.

Research, prepare and review various technical reports, documents and materials.

Assist with purchasing functions as required.

Responsible for maintenance of office supplies for the department office.

Receive and process daily mail and distribute to proper personnel.

Perform related duties as assigned.

QUALIFICATIONS

Knowledge of:

Principles, practices and procedures of finance and office management.

Methods and techniques of accounting, data processing and financial record keeping and reporting.

Modern office procedures and methods and computer equipment.

Operational characteristics and applications of data processing equipment.

English usage, spelling, grammar and punctuation.

Basic mathematical principles.

Spread sheets, word processing and data base management packages.

CITY OF SALISBURY

Financial Specialist (continued)

Ability to:

Effectively collect, assimilate, and maintain a variety of complex information, extract data from such records for reports.; and to follow through by organizing this information into an appropriate data format.

Interpret personnel policies and procedures in answering inquiries and giving technical direction.

Establish and maintain cooperative working relationships with those contacted in the course of work.

Communicate clearly and concisely, both orally and in writing.

Gain cooperation through discussion and persuasion.

Conduct special projects as assigned.

Make administrative decisions in accordance with City policies and procedures.

TOOLS AND EQUIPMENT USED

Personal computer, including word processing, spreadsheet and data base software; mainframe computer terminal; 10-key calculator; phone; copy machine; fax machine.

PHYSICAL REQUIREMENTS

Must be able to physically perform the basic life support functions of walking, fingering, grasping, talking, hearing, and repetitive motions.

Must be able to perform sedentary work, which includes exerting up to 10 pounds of force occasionally and/or a negligible amount of force to lift, carry, push, pull or otherwise move objects.

Must have the visual acuity to prepare and analyze data and figures, operate typewriter or computer terminal, and determine the accuracy, neatness, and thoroughness of the assigned work assigned

EDUCATION, EXPERIENCE AND TRAINING

Any combination of education, experience and training that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:

CITY OF SALISBURY

Financial Specialist (continued)

Education:

Equivalent to the completion of the twelfth grade, supplemented by college level course work in Finance Administration or a related field.

Experience:

Three years of responsible administrative work experience in the areas of finance, accounting, or a related field.

Training:

Evidence of continuing professional development through additional specialized training, workshops and seminars in finance, accounting, business administration or a related field.

LICENSE OR CERTIFICATE

Possession of, or ability to obtain, an appropriate and valid North Carolina driver's license.