Financial Services Representative

Financial Services Representative Salary ------------------------------------

$55,839.00 Annually Location: Cumming, GA Job Type: Full-time Job Number: 03486 Department: Finance Department Opening Date: 12/30/2025 Closing Date: 1/8/2026 11:59 PM Eastern

Description ------------

The purpose of this classification is to provide financial support and conduct accounting/financial activities within the county's Finance Department involving budget preparation, financial analysis, financial transactions, maintenance of records, and other financial activities. This classification is distinguished from the Accountant series in that the primary focus and emphasis is on full service financial support for county departments as assigned and heavier involvement with intermediate financial management functions.

This is an intermediate professional classification in the Finance Department responsible for direct support of financial decisions and management for assigned county departments; work involves serving all assigned county departmental financial needs, processing all financial transactions, evaluating operational or performance measures against standards, and making recommendations to assist management in making financial decisions. This position is the key contact between the Finance Department and assigned departments.

Essential Functions -------------------

The following duties are normal for this position. The omission of specific statements of the duties does not exclude them from the classification if the work is similar, related, or a logical assignment for this classification. Other duties may be required and assigned.

• Provides financial services and support for assigned County departments and officials; makes recommendations to assist management in making financial decisions; provides financial assistance and support to County staff members as needed; and reviews financial transactions.
• Monitors revenues, expenditures, budget status, and encumbrance status with the assigned departments; explains policies and procedures; and explains budget situations.
• Develops and maintains effective working relationships with all assigned departments as the county's Finance Department representative to each department for all financial needs and issues.
• Works closely with the departments as their advocate for resolving any financial service problems; processes concerns; assists with complex/problem situations; consults with assigned departments' finance staff, and provides technical expertise.
• Processes a variety of transactions associated with assigned county department operations, within designated timeframes and per established procedures; handling invoices, receipts, and inventories, including fixed assets.
• Processes documentation relating to accounts payable functions; reviews invoices for accuracy, matches with related documentation, and researches discrepancies; codes invoices for assignment to proper budget accounts; enters invoice data into computer; maintains files/records; communicates with vendors to research problems or discrepancies.
• Processes documentation relating to accounts receivable functions; enters, prints, and mails accounts receivable invoices and statements; posts into computer cash receipts from accounts receivable, or other sources; initiates communications to collect payment on delinquent accounts or returned checks.
• Maintains computer records of County fixed assets; enters additions, deletions, or changes to fixed asset database; prepares journal entries in general ledger for fixed assets as needed.
• Assists in interpreting, applying, and ensuring compliance with all applicable codes, laws, rules, regulations, standards, policies and procedures; initiates any actions necessary to correct deviations or violations.
• Conducts research of department files, account records, hardcopy materials, Internet sites, or other sources as needed.
• Assists auditors in conducting annual/periodic audits; obtains information, retrieves records, prepares reports, and provides other assistance as needed for auditors; reviews audit reports for implementation of recommendations.
• Conducts or assists with special projects as assigned.
• Receives various forms, reports, correspondence, annual budget documents, budget reports, meeting agendas, audit reports, accounting guidelines, policies, procedures, manuals, directories, reference materials, or other documentation; reviews, completes, processes, forwards or retains as appropriate.
• Operates a computer to enter, retrieve, review or modify data; verifies accuracy of entered data and makes corrections; utilizes word processing, spreadsheet, database, financial, e-mail, Internet, or other computer programs; performs basic maintenance of computer system and office equipment, such as backing up data or replacing paper, ink, or toner.
• Assists in maintaining inventory records of county departments' equipment, other fixed assets, and supplies inventory.
• Maintains files/records; prepares and sets up files; reviews, sorts and organizes documents to be filed; files documents in designated order; retrieves/replaces files; disposes of obsolete documentation.
• Communicates with supervisor, County officials, employees, other departments, the public, state/federal agencies, outside agencies, the media, and other individuals as needed to coordinate work activities, review status of work, exchange information, resolve problems, or give/receive advice/direction.
• Attends meetings, participates on committees, and makes presentations as needed.
• Maintains a comprehensive, current knowledge of applicable laws, regulations, standards, and guidelines; maintains an awareness of new trends and advances in the profession; reads professional literature; maintains professional affiliations; attends seminars, workshops, and training sessions as appropriate.

Additional Functions -------------------

Performs general/clerical tasks, which may include answering telephone calls, making copies, sending/receiving faxes, filing documentation, or processing incoming/outgoing mail. Provides assistance to other employees or departments as needed. Performs other related duties as required.

Minimum Qualifications ---------------------

• Bachelor's degree from an accredited college or university in Accounting, Finance, Business/Public Administration, or closely related field; supplemented by three (3) years previous experience and/or training that includes municipal budget development, governmental accounting, financial analysis, general accounting, and personal computer operations; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job.

Benefits ---------

Forsyth County provides the following benefits to full-time employees:

• Personal Leave Accrual
• Observed Holidays
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Basic Life & AD&D Insurance
• Disability Insurance - Short Term and Long Term
• Retirement Plan (401K)

Forsyth County offers the following medical plans:

• Aetna Choice POS II - $2000 Individual Deductible (Basic Plan)
• Aetna Choice POS II - $1000 Individual Deductible (Plus Plan)
• Kaiser Permanente HMO- $0 Individual Deductible

Forsyth County offers the following dental plans:

• Base $1,000 Plan
• Buy-Up $1,500 Plan

Forsyth County offers the following vision plan:

• Aetna vision plan with office visit copays for exams, as well as copays for lenses, frames, and contacts.

Forsyth County offers the following life insurance and AD&D rates:

• Additional life insurance may be purchased for employee, spouse, and children.

Forsyth County offers the following retirement plan:

• Fully vested at five years of employment - 20% graduated vesting annually. Eligible to begin contributions immediately upon hire.
• Six Months through One Year of County Service: Forsyth County matches your contributions, dollar for dollar, up to 5% of your pay.
• Years One through Five: Forsyth County "seeds" your account with 5% of your pay each year, and matches 100% of what you contribute, up to 5% of your pay.
• Years 5 through 10: The County continues its automatic "seed" contribution of 5% of pay, matches up to the first 5% of pay that you contribute, then adds a 50% match up to the next 5%.
• After 10 Years of Service: You continue to receive a 100% County match on the first 5% of pay you contribute, and 50% on the next 5% of pay you save. But now, the automatic contribution the County makes to "seed" your account each year increases to 7.5% of your pay.

Employer Information ---------------------

• Employer: Forsyth County
• Address: 110 East Main Street Suite 230
• Cumming, Georgia, 30040
• Phone: (770) 781-3088
• Website: http://agency.governmentjobs.com/forsyth/default.cfm