Position Description

Final Filing Date: Friday, May 16, 2025

Exam #: 25/20B95/05JJ

This Finance Officer I position provides financial services to the Assessor, County Clerk-Recorder.

The Assessor's office has the responsibility to locate all taxable property in the County and identify ownership. This office establishes value for all taxable property and applies all legal exemptions to the property. We are committed to establishing accurate and fair assessed property values and to assisting property owners and the public at large.

The general function of the County Clerk's office is to review various types of documents prior to their issuance, filing and/or registration in order to make sure that they are in compliance with the California codes and State statutes.

The general function of the Recorder’s office is to record real property documents and act as the public repository of these recorded documents where information is kept permanently for research purposes and the issuance of certified copies used to determine the history and ownership of a given piece of property and for other real estate transactions.

The Finance Manager I administers or performs a combination of budgeting, grant accounting, billing and fiscal management functions; directs the operations of the accounting section; provides budgetary and fiscal advice to management; and oversees the integrity of all financial transactions. Incumbents are accountable to the department or division head for the quality and technical accuracy of the fiscal program, including activities such as financial planning, developing budgets with multiple cost centers, preparing the budgets, managing costs, preparing cost reports, classifying costs, developing and overseeing billing systems, conducting audits, interpreting state and federal regulations for financial reporting, preparing reports, and participating in the business operation of the unit.

We are looking for someone:

• With strong strategic and analytical skills.
• Who is tech-savvy.
• Who is honest and has strong values.
• Who is adaptable.
• Who has strong communication skills.
• Who pays attention to details.

A few reasons you might love this job:

• You will work in an environment with others who have strong values and integrity.
• You will provide a vital service that supports the mission of the County.
• You will be involved in problem solving.
• Strategic influence.

A few challenges you might face with this job:

• Balancing short-term pressures and long-term goals.
• Can be a very complex job.
• Analyzing impacts of changes in laws and programs.
• Changing revenue landscapes.

The Eligible List established by this recruitment process may be used County-wide to fill current and future vacancies on a regular full-time, part-time, or temporary basis.

Examples of Duties

Plans, implements, organizes, directs and monitors departmental fiscal systems, financial controls and accounting operations including general ledger and cost accounting, budgeting, program billings, contractor payments, financial reporting and internal auditing.
Prepares budget for the department or a portion related to the major area of responsibility.
P lans, develops, and coordinates fiscal management policies, goals, objectives, procedures, standards and programs with the management team; implements and evaluates departmental fiscal management policies and procedures.
Analyzes departmental financial needs and develop systems for controlling expenditures.
Communicates and interprets fiscal management goals, objectives, policies, procedures, standards, programs and services to departmental management and support staff.
Develops quality standards and continually evaluates departmental accounting, billing, financial reporting and auditing systems to insure compliance with sound accounting principles and local, State and Federal policies and guidelines.
Researches and interprets legislation to ensure compliance with laws, rules and regulations which fiscally impact departmental programs.
Provides training and supervision to professional, technical and clerical staff in the areas of accounting applications, budget administration, application of the law, and other fiscal and administrative support as necessary.
Assures that the department’s fiscal program meets standards and stands up to State and Federal audits.
Prepares responses to disputed State and Federal audits and prepares material for appeals as appropriate.
Prepares technical financial reports.
Identifies computerized accounting, budgeting, billing, program management and other management information system requirements and works with management team to design and implement the requirements.
Designs and participates in quantitative analysis of systems and programs, analyzes cost experience and projected trends and prepares financial reports, rate studies and project plans.
Establishes and maintains positive working relationships with departmental management and staff, other County departments, outside agencies, vendors and State and Federal program auditors.

To view the complete classification description, please visit the County of Monterey website: Finance Manager I .

Knowledge of:
Principles and methods of public finance administration, particularly in the areas of accounting operations, budgeting preparation and management; fiscal control auditing, cost accounting, financial reporting, forecasting, financial analysis, internal financial and operations auditing.
Principles and practices of reimbursement, grant management, monitoring and control.
The application of data processing to accounting operation including budgeting, billing, fiscal monitoring and reporting.
Accounting and auditing principles and practices used in public finance, including third-party reimbursement principles, policies and procedures.
Principles and practices of internal auditing and operations auditing.
County policies regarding travel and cash handling.
Computerized data processing as it relates to accounting operations and management information systems.
Principles and methods of supervision and management, including work planning, analysis and organization; selection, training, development and evaluation of employees.
Quantitative analysis and statistical reporting.
Word, Excel, Access and other common computer software applications.

Skill and ability to:
Plan, organize, direct and coordinate the fiscal and accounting operations of a county department.
Properly interpret and make financial decisions in accordance with appropriate laws, regulations and policies.
Develop, implement and administer automated data gathering, processing and reporting systems.
Analyze financial problems and develop effective policies, procedures and fiscal controls.
Prepare, review and interpret financial reports, summaries and data.
Read, interpret and apply laws, rules and regulations.
Develop and evaluate department fiscal goals.
Communicate effectively both verbally and in writing.
Plan, organize, direct and evaluate the work of others.
Present financial and technical information before a group.
Use a personal computer, telephone and calculators.
Establish and maintain effective working relationships and provide courteous customer service.


Examples of Experience/Education/Training

The knowledge and abilities listed above may be acquired through various types of experience, education or training. Typical ways to acquire the required knowledges and abilities are listed below:
Education
Equivalent to completion of a bachelor’s degree in Public or Business Administration, Economics, Accounting, Finance or a related field with course work in Accounting, Finance and Business Administration.

Experience

Three years of increasingly responsible experience performing a wide variety of duties related to fiscal resource management, including at least one year of significant administrative experience in public finance or accounting.

Additional Information

CONDITIONS OF EMPLOYMENT

The required conditions of employment include, but are not limited to the following:

• Possess a valid California Class C driver license at the time of appointment and possess and maintain a satisfactory driving record or provide evidence of suitable transportation which is approved by the appointing authority.
  
• Be available to work a flexible schedule, including evenings, weekends, holidays, and during times of disaster and/or emergency; travel out of County to attend meetings.
  
• Prospective employees for the Assessor-County Clerk/Recorder will be required to submit to a background review which may include a review of information concerning present and/or prior employment, driving record, and record of criminal conviction.
  

BENEFITS:

The County of Monterey offers an excellent benefits package. Please visit our website to view the Unit X Benefit Summary Sheet . This information is not legally binding, nor does it serve as a contract. The benefits listed in the Monterey County Personnel Policies and Practices Resolution or Memorandum of Understanding (MOU) prevail over this listing.

NOTES:

• As a condition of employment, prospective employees may be required to submit to a background review which may include a review of information concerning present and/or prior employment, driving record, and record of any criminal convictions.
• Employment is contingent upon acceptable documentation verifying identity and authorization for employment in the U.S.; a list of acceptable documents is available on the USCIS Form I-9.
• If you are hired into this classification in a temporary position, your rate of pay will be hourly, and you will not be eligible for the benefits listed in the summary.

Application and Selection Procedures

Apply On-Line at https://www.governmentjobs.com/careers/montereycounty

by Friday, May 16, 2025, 11:59 PM(PST)

or

Hard copy applications may be obtained from and submitted during normal business hours

Monday - Friday, 8:00 AM - 5:00 PM by contacting:

Assessor, County Clerk/Recorder

Attn: Human Resources

168 West Alisal Street, 1st Floor
Salinas, CA 93901

Phone: 831-759-6602 Fax: 831-759-6628

The selection process is tentative, and applicants will be notified if changes are made. To assess applicants' possession of required qualifications, the examination process may include an oral examination, pre-examination exercises, performance examination, and/or written examination. The competitive examination process includes submittal of required application materials. A complete application package will include:

• A completed County of Monterey Employment Application

• Responses to the Supplemental Questions

Applicants who fail to provide all required materials by the final filing deadline will not be considered. Resumes, cover letters, letters of interest, and other correspondence will not be accepted as a substitute for required application materials. All required application materials will be competitively evaluated. Those applicants that are determined to be the most appropriately qualified will be invited to participate further in the selection process.

EQUAL OPPORTUNITY AND REASONABLE ACCOMMODATION

Monterey County is a drug-free workplace and an equal opportunity employer. The County seeks candidates who can make contributions in an environment of cultural and ethnic diversity. Monterey County is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Julie James, Human Resources Analyst, at (831) 759-6602, or ARCTTCHR@countyofmonterey.gov.

http://www.co.monterey.ca.us/government/departments-a-h/human-resources/human-resources/benefits/benefit-summary-sheet

Closing Date/Time: 5/16/2025 11:59 PM Pacific

Please mention you found this employment opportunity on the CareersInGovernment.com job board.

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• Monterey County Human Resources

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