PRINCIPAL ACCOUNT CLERK

DISTINGUISHING FEATURES OF THE CLASS: This is highly important account keeping

work involving responsibility for planning and overseeing complex account keeping activities and independently performing the most important phases of such work. Work is performed under

general supervision and in accordance with outlined policies and procedures but it calls for the

frequent exercise of independent judgment. Supervision may be exercised over subordinate

employees. Difficult technical or policy problems are referred to a supervisor for decision, or

review of judgment where recommendations are initiated; does related work as required.

TYPICAL WORK ACTIVITIES: (Illustrative only)

Operates a typewriter and/or Electronic Work Station {personal computer, word processor, or

any other electronic micro-processor/device) and/or a computer terminal in performing duties

described below:

Plans, assigns, and reviews the maintaining and checking of a wide variety of financial records

and reports and instructs employees in the specialized details of this work;

Oversees and assists in the classification of a complex variety of receipts and expenditures and

the distribution of costs according to prescribed codes;

Directs the audit of varied accounts, claims and records and the preparation of reports thereon;

Has charge of 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;

Revises, systematizes and installs account-keeping methods and procedures;

Reconciles ledgers of revenue received with bank statements;

May supervise the preparation of purchase orders and the securing of bids from vendors;

Conducts correspondence in connection with financial matters.

FULL PERFORMANCE KNOWLEDGES, SKILLS. ABILITIES AND PERSONAL

CHARACTERISTICS: Thorough knowledge of modern methods used in keeping and checking

financial records and reports; thorough knowledge of office terminology , procedures and

equipment; thorough knowledge of business English; ability to plan, assign and supervise the

work of account keeping and clerical assistants; ability to understand and carry out complex oral

and written directions; ability to make arithmetic computations rapidly and accurately; ability to

prepare correspondence and reports; ability to secure the cooperation of others; ability to deal

effectively with the public; ability to readily acquire familiarity with departmental organization,

functions, laws, policies and regulations; good judgment in solving complex account keeping

problems; a high degree of accuracy, initiative and resourcefulness; tact and courtesy; integrity;

physical condition commensurate with the demands of the position.

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PRINCIPAL ACCOUNT CLERK Page 2

MINIMUM QUALIFICA TIONS: Either

1. Graduation from high school or possession of a high school equivalency diploma and five years of full-time paid experience involving the responsibility for maintenance of financial accounts; or

2. Six years experience as described in (I) above; or

3. An equivalent combination of training and experience as described above.

NOTE: Study in a regionally accredited college or university registered by the State of New

York may be substituted for the experience on a year-for-year basis for up to two years.

NOTE: Documented part-time or volunteer experience will be accepted on a prorated basis.

APPROVED: June 5, 1996

Civil Service Classification: Competitive