Financial Services Officer
SUMMARY: Primary responsibilities include executing payroll, accounts payable, budget funding and tracking, elected benefits coordination, assisting with human resource tasks and multiple operational activities. Primary duties include the exercise of discretion and independent judgment with respect to matters of significance and in meeting deadlines and goals. Has responsibility for the highest degree of accuracy and confidentiality. Decisions made at this level have impact on the reputation and productivity of the organization. This position reports to the Finance & Operations Administrator.
ESSENTIAL DUTIES AND RESPONSIBILITIES include:
- Understands and executes the Property Appraiser’s “Mission, Vision, and Guiding Principles.”
- Produces and executes payroll on bi-weekly schedule, assists with compiling and verifying deputy time reporting in accordance with current office policies and procedures, reports and pays employee/employer incurred liabilities and federal payroll taxes. Implements new payroll related laws.
- Calculates, reports, and pays monthly pension contributions, generates, and submits quarterly (UCT-6 & 941 reports) and annual federal tax reporting to the IRS.
- Executes year end closing of the payroll system and issuance of W2s and 1095-Bs to staff.
- Performs accounts payable, accounts receivable, monitors cash flow, maintains and accounts for petty cash funds.
- Performs spreadsheet analysis and compilation of data; make recommendations as needed.
- Assists with creating and compiling comprehensive year-end financial documents and reports in preparation for annual external audit; ensuring accuracy of year-end closing and recording of closing journal entries, researching questions and concerns, maintaining and updating internal control procedures to ensure accuracy of financial data; developing new control procedures as required.
- Assists with various tasks associated with the annual budget including but not limited to preparation, amending, monitoring actual expenditures, understanding variances and trends, and making recommendations to the Finance & Operations Administrator to manage the budget and control expenses effectively.
- Prepares and secures annual distribution of budget funding on quarterly basis.
- Assists with various human resource tasks including but not limited to recruitment, on/off boarding, performance review tracking, and maintenance of confidential personnel records.
- Schedules professionals for educational courses and conferences, and the corresponding travel/per diem requirements. Maintains records of course participation and related hours. Tracks key education for maintenance of CEAA certification.
- Maintains and updates employee elected benefits for automatic payroll deductions. Coordinates with County benefits administrator vendor.
- Assists with various operational activities including but limited to purchasing, inventory control, monitoring equipment and supply usage/needs, maintaining/reviewing office forms, tracking service agreements and contracts, stewarding emails received by the public, etc.
- Tracks office litigation documents and proceedings.
- Assists with compiling and reporting financial information and insurance policy questionnaires as requested by the BOCC Risk Management or Accounting staff.
- Formulates and makes recommendations which guide the organization in maintaining and improving operations and budget efficiency.
- Maintains records in proper manner and detail, ensuring the accuracy, completeness, and currency of the data.
- Complies with established procedures, policies, statutes, and deadlines.
- Protects property owner information in accordance with Florida Statutes regarding confidentiality.
- Performs, or assists, on various assignments or teams, as needed.
KNOWLEDGE, SKILLS, AND ABILITIES:
- Exhibits high level of attention to detail and quality control mindset.
- Actively supports the office-wide initiative of fostering a "lean" atmosphere that focuses on developing a culture of continuous improvement.
- Demonstrates excellent positive listening, oral, and written communication, and customer service skills to consistently represent the Office to all constituents in a manner that exceeds defined standards.
- Establishes and maintains constructive working relationships.
- Exhibits regular attendance, dependability, promptness, and team-player attitude.
- Exhibits ability to work independently, drives innovation, and develops unique solutions and ideas.
QUALIFICATIONS:
- Bachelor’s Degree from an accredited four-year degree granting college or university (i.e., Accounting, Finance), or a minimum of five (5) years extensive budgeting, accounting, and payroll work experience.
- Proficient with QuickBooks.is a must; QuickBooks ProAdvisor a plus.
- CPP certification and HR experience a plus.
- Possesses a valid Florida driver’s license.
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an individual to successfully perform the essential duties of this job. While performing the duties of this job the individual is frequently required to sit. The individual is regularly required to stand, walk, use hands to finger, handle or feel objects, tools, or controls, reach with hands and arms, talk, and hear. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. Occasionally the person may be required to balance, stoop, or lift up to 10 pounds.
The Martin County Property Appraiser is an at-will employer. This job description is not an employment agreement or contract. Management has the exclusive right to alter this job description at any time without notice.
STARTING SALARY: $69,010 - $93,005 annually depending on experience. Includes robust benefits package.
APPLY: Daina Takacs
Director of HR & Operations
Email: daina.takacs@pa.martin.fl.us
3473 SE Willoughby Blvd. Suite 101
Stuart, FL 34994
