1634-Principal Account Clerk

Job description

CITY AND COUNTY OF SAN FRANCISCO

DEPARTMENT OF HUMAN RESOURCES

Job Title: Principal Account Clerk

Job Code: 1634

INTRODUCTION

Under direction, supervises the activities of staff engaged in various accounting and financial transaction activities; performs difficult and responsible accounting and financial transaction and clerical work; prepares and reviews a variety of complex financial documents and records; interprets, enforces and carries out existing policies, regulations and procedures relating to accounting and financial activities; makes regular contacts with other departmental personnel, the general public and outside organizations in connection with accounting and financial operations; and performs related duties as required.

DISTINGUISHING FEATURES

The Principal Account Clerk is the advanced level in the Account Clerk series. Positions at this level are distinguished from those at the lower levels in the complexity of work performed. Positions at this level perform the more complex and specialized duties in a highly independent manner.

Supervision Exercised: Directs/supervises the activities of clerical staff.

MAJOR, IMPORTANT, AND ESSENTIAL DUTIES

According to Civil Service Commission Rule 109, the duties specified below are representative of the range of duties assigned to this job code/class and are not intended to be an inclusive list.

1. Supervises, instructs, plans, assigns, coordinates, monitors, evaluates and reviews work of subordinate and office personnel in an accounting unit including such functions as utilizing system applications, statements, worksheets, processing statistical reports, reconciliations, cash receipts, distributions, encumbrances and payments.

2. Performs complex accounting analysis and financial transaction processing and resolves difficult operating issues.

3. Prepares routine correspondence, reports, memoranda and letters to members of the staff, other organizations and the public.

4. Responds to inquiries in person or on the phone to members of the staff, other organizations and the public regarding accounting and financial operations.

5. Assists in the development and implementation of new operating policies and procedures.

IMPORTANT AND ESSENTIAL KNOWLEDGES, SKILLS, AND ABILITIES

Knowledge of: basic accounting methods and principles in accordance with laws, regulations, and ordinances related to accounting operations.

Ability to: supervise and review the work of subordinate employees engaged in accounting and financial transaction processing activities; prioritize work in order to optimize staff and resources; perform basic arithmetical processes; communicate clearly and effectively orally and in writing; identify problems, develop options for solutions and make logical recommendations involving accounting and financial transaction processing; establish and maintain effective working relations with staff; use a 10-key adding machine by touch; and operate computerized accounting and spreadsheet software programs at a proficient level.

MINIMUM QUALIFICATIONS

These minimum qualifications are to be used as a guide for establishing the education, training, experience, special skills and/or license which may be required for employment in the class. Although these minimum qualifications are typical of the class, additional minimum qualifications and special conditions may apply to a particular position and will be stated on the job announcement.

1. Two (2) years (equivalent to 4,000 hours) of verifiable experience in a position supervising and directing accounting and/or financial transaction functions. OR

2. Fours (4) years (equivalent to 8,000 hours) of verifiable experience processing financial and accounting matters (e.g., cost records, deposits, expenditures, allocations), bookkeeping, and/or financial record keeping. Such experience typically includes verifying correctness of financial documents, maintaining expenditure records and reconciling subsidiary accounts.

Substitution of Experience:

30 semester units / 45 quarter units of coursework from an accredited college or university with a minimum of 12 semester units (or equivalent quarter units) in accounting may be substituted for up to one (1) year of the required experience as described in #1 or #2.

LICENSE AND CERTIFICATION

PROMOTIVE LINES

From: 1632 Senior Account Clerk

ORIGINATION DATE: 1/12/61

AMENDED DATE: 10/8/99; 6/27/05, 2/12/10

REASON FOR AMENDMENT: To accurately reflect the current tasks, knowledge, skills and abilities defined in the most recent job analysis conducted for this job code.

BUSINESS UNIT(S): COMMN, SFUSD, SFCCD, MTA

Standard information

Disaster service work

All City and County of San Francisco employees are designated Disaster Service Workers through state and local law (California Government Code Section 3100-3109). Employment with the City requires the affirmation of a loyalty oath to this effect. Employees are required to complete all Disaster Service Worker-related training as assigned, and to return to work as ordered in the event of an emergency.

Historic and future compensation