Finance Officer, Town of Montreat (continuous)

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Closing:  continuous
Hiring Range:  depends on qualifications

The Town of Montreat is currently seeking applicants for the position of Finance Officer. This person will perform a variety of fiscal and administrative functions including disbursement and accounting of municipal funds, utility billing, accounts payable, accounts receivable, fixed assets, payroll, preparation of financial reports, program evaluation and public policy analysis as assigned.


Performs professional and administrative support duties performing financial functions and related recordkeeping for the Town. Conducts program evaluation and public policy analysis for special projects as assigned.

Distinguishing Features of the Class

An employee in this class performs a variety of fiscal and administrative functions including disbursement and accounting of revenues and expenditures; accounts payable, payroll, budgetary accounting, utility billing and customer service, assistance in tax collections, and general customer service. The employee must exercise considerable independent judgment and initiative in planning and performing the fiscal control system. Work is performed in accordance with established municipal finance procedures, local ordinances, and North Carolina General Statutes governing the responsibilities of local government financial operations. Work is performed under the supervision of the Town Administrator and is evaluated through conferences, reports, and by an independent audit of financial records.

Duties and Responsibilities

Essential Duties and Tasks

  • Performs a variety of financial operations including disbursement  and  accounting of municipal funds,  billing,  accounts payable, accounts receivable, fixed assets, accounting, payroll, reconciliation of bank statements,  and preparation of monthly, quarterly, and annual financial reports.
  • Assists the Town Administrator in preparation of the general operating budget; projects revenues and spending, maintaining records and disbursements.
  • Oversees personnel and payroll functions including new employee enrollment into benefits; reviews and enters time sheets to prepare payroll; prints and distributes payroll checks; prepares a variety of payroll deduction reports; writes checks or otherwise satisfies withholdings payments requirements; prepare a variety of related quarterly and annual reports; files Workers’ Compensation claims and pays insurance bills.
  • Processes water meter readings and calculates and sends water bills; posts payments; receives calls for customer service related to water billing and assigns work orders to staff.
  • Submits annual sales tax, utility and other tax and expenditure reports to the State of North Carolina, and quarterly gasoline tax refund requests.
  • Performs budgetary accounting and general ledger preparation and maintenance; provides information and assistance to the Administrator, staff, and elected officials regarding financial reporting and budgeting; provides information to the Administrator and Board on a variety of financial issues; attends Board meetings when needed.
  • Assists the auditors during the annual audit of Town financial records; follows up on findings  to improve financial systems.
  • Conducts program evaluation and public policy analysis for special projects as assigned.
  • Provides general customer service to the public providing information, problem-solving and referral and a variety of town services.
  • Provides general office administrative duties including answering the phone, faxing, copying and files maintenance.

Additional Job Duties

  • Serves as Deputy Clerk, taking minutes at meetings in the absence of the Clerk.
  • Performs related duties as required. May supervise Finance Department staff.

Knowledge, Skills, and Abilities

  • Considerable knowledge of the organization and functions of municipal government..
  • Considerable knowledge of North Carolina General Statutes and of local ordinances governing municipal financial practices and procedures.
  • Considerable knowledge of the principles and practices of public finance  administration,  including  principles  and practices of municipal accounting.
  • Considerable knowledge of the laws and regulations affecting the maintenance of financial records.
  • General knowledge of automated accounting and related systems and ability to work with Town staff in handling duties in an automated environment.
  • Accuracy and thoroughness in the analysis and preparation of financial records.
  • Ability to exercise sound judgment in making decisions in conformance with laws, regulations, and policies.
  • Ability to evaluate financial systems and formulate and install accounting methods, procedures, forms, and records.
  • Ability to  design  and prepare analytical or interpretative financial statements.
  • Ability to establish and maintain effective working relationships with the public, departmental heads, governmental officials, and with other Town employees.

Education & Experience

Graduation from a two year college or university with a major in accounting or business and considerable responsible experience in governmental accounting or bookkeeping; graduation from a four year college or university with a degree in accounting, government, or related field preferred; or an equivalent combination of education and experience.