SUMMARY
Use of accounting, finance and audit skills to oversee, record and prepare financial and statistical reports for all Department financial transactions, records and statements. Must comply with generally accepted accounting principles, budget, and Department and County procedures, for the successful completion of the mission of Register of Wills and Clerk of the Orphans' Court.
ESSENTIAL DUTIES AND RESPONSIBILITIES- Be responsible for every aspect of accounting, finance, purchasing and document preservation for the Department.
- Review all bank deposits and reconciliations; personally resolve finance issues and inquiries, returned checks, deposit problems. Solve bank errors and respond to bank inquiries.
- Establish and monitor investments, escrow and all bank accounts.
- Assist in developing accounting, purchasing and inventory controls and policies; recommend improvements in accounting operations. and procedures.
- Create and manage the preparation of the annual Department budget; coordinate participation of management in the annual budget formulation process.
- Prepare commission reports and issue checks to County, other vendors, and the public in accordance with office rules.
- Establish and monitor Purchasing programs; establish controls for equipment, inventory and supplies.
- Supervise accurate record keeping of all separate accounts, escrow accounts and bank accounts. Supervise and manage construction of all monthly, quarterly, semi-annual and annual statistical reports for internal and external review.
- Direct research for grant applications; develop, prepare and submit grant applications for public and private grant sources.
- Interact with State and County auditors.
- Work effectively with the public, co-workers and other offices in an efficient and pleasant manner.
- Perform the job function of any clerk, and train less senior staff in basic job functions.
- Review and frequently update this Job Description, and all clerical positions that report to you,in the Standard Operating Procedures Manual.
- Other duties as assigned by management.
QUALIFICATION REQUIREMENTS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Ability to manage, supervise, direct and oversee staff, administrative and daily work, and responsibility.
- Outstanding knowledge of Pennsylvania Inheritance Tax procedures and reporting
- 2-years Business school or equivalent certificate and/or accounting experience in a related field.
- Basic computer skills and familiarity with MS-Windows, MS-Office.
- Computer typing skills of 35 wpm; filing, fax, printer, computer and other office equipment utilization skills.
- Professional demeanor and ability to communicate complex information with persons from all walks of life and educational levels.
- Familiarity and/or ability to learn methods, techniques and materials used in historical research and e collection and disposition of public records and in the care and preservation of permanent records.
- Possess banking knowledge, and understanding of accounting and finance theory and logic.
- Must have understanding, judgment, competence and knowledge of Department objectives, practices and procedures.
PHYSICAL DEMANDS
WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function. The noise level in the work environment is usually moderate.
Montgomery County is An Equal Opportunity Employee