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Principal Account Clerk Page 1 I 2 Jurisdiction: Cortland County Jurisdictional Class: Competitive Adopted: 10/20/05 Amended: 9/9/22 PRINCIPAL ACCOUNT CLERK DINSTINGUISHING FEATURES OF THE CLASS: The work involves responsibility for planning, assigning and supervising major account keeping activities and/or independently performing difficult and responsible account keeping functions electronically, on hard copy or both. Work is performed under general supervision in accordance with outlined policies and procedures allowing for the exercise of independent judgement in planning and carrying out the details of the work. This class differs from that of Senior Account Clerk by the more difficult and complex nature of the assignments and the independence allowed in carrying out the work and/or by the supervisory responsibilities of subordinate staff. Does related work as required. TYPICAL WORK ACTIVITIES: (Illustrative only) Plans, assigns and reviews the maintenance and checking of a wide variety of financial records in journals and computer files and reports and instructs employees in the specialized details of the work; Oversees and assists in the classification of a complex variety of receipts and expenditures and the distribution costs according to prescribed codes; Directs the audit of varied accounts, claims and records and the preparation of reports thereon; Directs the compilation, preparation and analysis of a variety of complex financial and statistical records and reports; Assists in the preparation of annual operating budgets and insures the maintenance of necessary financial controls; Oversees the receiving and accounting for large amounts of money in payment for a variety of bills, taxes and related obligations; Revises, systematizes and installs account keeping methods and procedures; Reconciles ledgers of revenue received with bank statements; Conducts correspondence in connection with financial matters; May supervise the preparation of purchase orders and the securing of bids from vendors; Operates calculator, peripheral computer equipment and other office equipment. FULL PERFORMANCE, KNOWLEDGE, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS: Thorough knowledge of modern methods used in keeping and checking financial accounts and records, including financial computer software; Thorough knowledge of modern office terminology, procedures, equipment and business English; Ability to plan and supervise the work of others; Ability to make complex arithmetic computations involving fractions, decimals and percentages accurately; Ability to analyze and organize complex data and prepare records and reports; Ability to understand and interpret complex oral instructions and/or written directions; Ability to develop effective working relationships and deal diplomatically with the public, subordinates, and other work contacts; ---PAGE BREAK--- Principal Account Clerk Page 2 I 2 Ability to operate a personal computer and utilize common office software programs including word processing, spreadsheet and databases; Ability to perform close, detail work involving considerable visual effort and concentration; Ability to establish and maintain effective working relationships with others; Ability to communicate effectively, both orally and in writing; Physical condition commensurate with the demands of the position. MINIMUM QUALIFICATIONS: Either: Possession of an Associate’s degree or higher in accounting, business administration, or closely related field and two years of clerical experience in maintaining financial accounts and records; OR Possession of a high school diploma or equivalency diploma and four years of clerical experience maintaining financial accounts and records; OR An equivalent combination of training and experience as defined by the limits of and NOTE: Your degree must have been awarded by a college or university accredited by a regional, national, or specialized agency recognized as an accrediting agency by the U.S. Department of Education/U.S. Secretary of Education. If your degree was awarded by an educational institution outside the United States and its territories, you must provide independent verification of equivalency. A list of acceptable companies who provide this service can be found on the Internet at http://www.cs.ny.gov/jobseeker/degrees.cfm. You must pay the required evaluation fee.