Customer Account Specialist (Tier 1) Accounts Receivable (Enterprise Solutions)

Job Overview

Processes and monitors fiscal transactions related to Public Utilities Department customer billings and payments.  Audits, analyzes and reconciles revenue and expenditure postings to the department’s general ledger and balances daily account activity including accounts receivable, deposits, loans, PUCR and customer refunds.  Monitors multiple accounting reports to establish when and if customer accounts require adjustments.

Salary

$36,732-$66,185

Ideal Candidate

The ideal candidate for the Accounts Receivable Customer Account Specialist position will possess a strong foundation in customer account management and fiscal operations, with demonstrated experience in processing and monitoring billing transactions, payments, and account reconciliation. They will exhibit excellent written and verbal communication skills and the ability to read, interpret, and apply job-related rules, policies, and procedures with accuracy and sound judgment.

This candidate will have a proven ability to analyze and reconcile revenue data, identify discrepancies, and take corrective actions as needed. Proficiency in data entry using various software systems is essential, with a demonstrated aptitude for learning and adapting to new technologies. The candidate must also possess intermediate to advanced skills in Microsoft Excel to support monthly reporting and analytics.

Attention to detail, problem-solving skills, and the ability to work independently while meeting deadlines are critical for success in this role. A customer service-oriented mindset, combined with a strong work ethic and commitment to accuracy and accountability, will distinguish the most qualified applicant.

Core Competencies

• Customer Commitment - Proactively seeks to understand the needs of the customers and provide the highest standards of service.
• Dedication to Professionalism and Integrity - Demonstrates and promotes fair, honest, professional and ethical behaviors that establishes trust throughout the organization and with the public we serve.
• Organizational Excellence - Takes ownership for excellence through one's personal effectiveness and dedication to the continuous improvement of our operations.
• Success through Teamwork - Collaborates and builds partnerships through trust and the open exchange of diverse ideas and perspectives to achieve organizational goals.

Tier 1

Duties and Responsibilities

Note: The following duties are illustrative and not exhaustive. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position. Depending on assigned area of responsibility, incumbents in the position may perform one or more of the activities described below.

• Performs technical work in processing fiscal transactions related to Public Utilities Department customer billings, payments and accounts.
• Monitors and processes all returned refunds, void undeliverable, lost, stale dated checks to expedite the reissuing of customer refunds.
• Prepares various fiscal reports for refunds and account analysis, and prepares schedules for aged receivables reports.
• Reconciles customer accounts, submits billing information, and processes customer refunds.
• Initiates and/or approves fiscal transactions in the automated account system.
• Performs other duties as needed, including those performed by subordinate fiscal, financial, and clerical staff.

 

Job Specifications

• Knowledge of general accounting principles, practices, procedures, and methods.
• Knowledge of laws, rules, and policies governing assigned functional accounting areas.
• Knowledge of computer operations using accounting and excel spreadsheet applications.
• Ability to read, comprehend, and apply job related rules, policies and procedures.
• Ability to prepare accounting, financial, and statistical reports.
• Ability to use accounting and imaging software, spreadsheets, and related applications.

 

Physical Requirements

• While performing duties of this job, the employee is regularly required to talk or hear.
• This position is primarily sedentary.

Work Category

• Sedentary work - Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body.  Sedentary work involves sitting most