Finance Technician, Oregon

Job Title: Finance Technician Accounting

Duration: 3 months (Possible extension)

On-Site or Remote: On-site

Location: Hillsboro, OR

About the Role

Positions in this class perform routine technical-level accounting and billing work involving the review, documentation, balancing, and reconciliation of various financial data.

This class differs from the higher-level class Senior Finance Technician that performs complex activities associated with paraprofessional-level accounting, payroll, and billing work involving the review, documentation, balancing, and reconciliation of various financial data.

Roles and Responsibilities

Receives, reviews, validates, and processes financial documents and records for assigned functions; verifies approval or prepares and submits documents for approval; posts financial data, fees, and/or account information.

Enters data into automated information systems and verifies accuracy. Maintains files and databases as assigned, including customer account information, vendor data, and general account information. Processes data and prepares documents, checks, reports, and/or journal entries.

Assists internal and external customers by answering questions and providing information regarding programs, services, policies, and procedures; researches, responds to questions, and resolves inquiries; assists customers in the completion of forms; and provides procedural guidance in the assigned area of responsibility.

Researches information, monitors accounts, and reconciles discrepancies; retrieves and reviews information; and compiles and generates reports.

Prepares correspondence, agendas, customer billings, vendor-related documents, and reports.

Provides training to staff regarding procedures and systems of the assigned area of responsibility.

Maintains records and retains documents according to retention procedures.

Manages records and information in any format, in accordance with applicable statutes, regulations, and city policies, guidance, and records retention schedules.

Routes invoices, verifies payment authorization and processes accounts payable entries.

Prints, balances totals, and routes checks.

Prepares bank deposits.

Audits purchasing card transactions.

Maintains unclaimed property records.

Maintains vendor account data and generates annual 1099 statements.

Manages the reconciliation of citywide daily deposits, prepares monthly mail fund and business license reports.

Coordinates with several organizational stakeholders to produce the print and web version of the biennial budget.

Performs general administrative tasks as assigned.

Performs other duties of a similar nature and level as assigned.

Must Haves (Required)

Knowledge of:

Cash handling procedures

Financial recordkeeping principles and reporting

Applicable local, state, and federal laws, rules, and regulations

Modern office equipment, including computers and relevant software

City, state, and federal assistance programs

Bookkeeping principles

Skills and Abilities to:

Relate well, communicate, and work effectively with diverse groups of stakeholders who represent a range of ethnic, cultural, and socio-economic backgrounds

Engage in growth, learning, and self-awareness related to diversity, equity, and inclusion

Learn how to communicate about diversity, equity, and inclusion, principles and put them into practice

Provide positive and effective customer service

Time management and work prioritization

File, organize and maintain records and databases

Research, compile and reconcile data and information

Prepare reports, correspondence, and documentation

Provide attention to detail

Appropriately handle confidential or sensitive information

Interpret and apply applicable laws, codes, regulations, and standards

Handle cash and money receipts, as assigned

Communicate effectively, both orally and in writing, in English and Spanish

Education and Experience:

High school diploma or GED; and three years of financial support related experience; or an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above.

License(s)/Certifications:

Valid, current Driver's License and safe driving record

Nice to Haves (Highly Desired)

Bilingual proficiency (English and Spanish) for effective communication

Experience providing training or mentoring related to financial systems

Familiarity with city budget processes and public sector reporting

Important Note

This position works primarily in an indoor office environment.

Positions in this class typically require stooping, crouching, reaching, walking, lifting, grasping, talking, hearing, seeing, and repetitive motions with or without reasonable accommodation.

Sedentary Work: Exerting up to 10 pounds of force occasionally (up to 1/3 of workday) and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.

Incumbents may be subjected to travel and environmental conditions such as disruptive people, imminent danger, or a threatening environment.