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11.2 SR 06-05-2023Request for Action To Item Number Mayor and City Council 11.2 Agenda Section Meeting Date Prepared by Work SessionJune 5, 2023 Joe Stremcha, Assistant City Administrator Item Description Reviewed by Finance Division workload challenges and staffing Cal Portner, City Administrator Reviewed by needs. Action Requested Receive information, discuss, and provide direction. Background/Discussion The finance manager and I evaluated the accounting needs for the city based on the retirement of the finance director and the resulting reorganization. The former finance director actively managed a heavy accounting workload which has been redistributed to the finance manager and accountant. The leadership team is confident in their abilities to carry out the technical side of the finance division. However, there are more clerical responsibility challenges resulting in an increasing workload related to entry level tasks such as sorting, scanning, and importing invoices, check preparation, etc. The liquor operation alone continues to grow its product offerings by partnering with new vendors and creating new invoices that must be processed in a time sensitive manner. The Finance Division has been utilizing the part-time recreation assistant to assist team members as much as she is able. Further, our team is unsure of the amount of clerical work that will be automated adding new enterprise software over the next six months. Overall, accounting requirements and accounts payable increased significantly over the past 18 years since our last personnel addition in the division. The compounding reduction from the director's absence has created a bottleneck in their ability to timely process items. Staff would like the Council to expand the part-time rec assistant to full-time by providing 20 hours of accounting clerical support to the finance department. Staff will continue to re-evaluate our personnel needs for the 2024 budget once after our new software implementation. Financial Impact For 2023, it would increase the personnel budget within the Finance Division by roughly $20,000. Mission/Policy/Goal To provide exceptional service. Attachments ■ Finance Clerk Job Description Draft. The Elk River Vision A welcoming community with revolutionary and spirited resourcefulness, exceptional service, and community engagement that encourages and inspires pi ospei ly. M TUREJ Updated: Januag 2023 City of Elk River Finance Clerk Position Description Department: Immediate Supervisor: Finance Finance Manager Pay Grade: FLSA Status: Last Updated: (date) 5N or 6N Non-Exemt Positions Supervised: N/A Position Summary The Finance Clerk performs a variety of clerical tasks within the finance division. Essential Functions Performs clerical support duties. A. Processes checks for mailing. B. Opens and reviews incoming mail/email and routes to appropriate location. C. Prepares daily cash receipts deposit. D. Assists with department filing and records retention requirements. E. Types memos and correspondence as needed. 2. Performs accounts payable activities. A. Sorts/distributes invoices to proper divisions/departments. B. Scans documents into imaging system and verifies all payments have proper documentation scanned. C. Reviews vendor statements and tracks down unpaid invoices. 3. Assists with accounts receivable activities. A. Processes documentation and generates invoices for miscellaneous billings. B. Maintains accounts receivable customer files. C. Runs balance reports at month end. 4. Performs other essential job duties. A. Regular and timely work attendance. B. Follows all safety procedures. C. Participates in safety training. Required Knowledge, Skills, and Abilities ❑ Skilled in paying attention to detail and multi -tasking. ❑ Skilled in data entry. ❑ Ability to follow oral and written instructions. ❑ Ability to work as a team player. Minimum Qualifications ❑ High school diploma or equivalent. ❑ Valid driver's license and good driving record. Page 1 ❑ Experience with Microsoft Office, specifically Excel, Word and Outlook. Preferred Qualifications ❑ Accounts payable experience. ❑ General accounting experience. This Position Description is not intended to be all-inclusive. It is within the City of Elk River's discretion to assign additional duties and responsibilities or remove duties and responsibilities at any time. This Position Description does not constitute a Contract of Employment. Page 2