Finance Technician

The Finance Technician plays a key role in managing accounts payable and contracts in a fast-paced, team-oriented environment. This position requires a strong commitment to accuracy, responsiveness, and timely execution of financial tasks. Exceptional customer service and a positive attitude are essential, as the role involves frequent interaction with internal teams and external customers, aiming to deliver meaningful outcomes through teamwork.

Applications must be completed and submitted online at www.lodi.gov. Job descriptions are intended to present a broad and general range of duties which includes, purpose, responsibilities, and scope of work. Job descriptions are not intended to reflect all duties performed within the job.

DEFINITION Perform technical and support duties in a variety of financial applications, including processing of payroll, accounts payable, collections, and general accounting. SUPERVISION EXERCISED AND RECEIVED Receives direction from assigned staff. May exercise supervision or train assigned staff.

Duties may include, but are not limited to, the following: Performs technical and support duties in a variety of financial applications, including accounts payable and receivable, collections, and general accounting; Researches and compiles complex financial information; assists in the preparation of reports, journal entries, and a variety of financial audits; reconciles financial statements; inputs, audits and balances authorized amounts for revenues and expenses; Interpret and enforce FACT Act identity theft guidelines and insure Federal Red Flag compliancy rules are followed; work with appropriate parties for proper resolution of situation; Research and resolve complex problems; interact with third party for customer satisfaction; Performs a variety of responsible clerical/technical work in support of the department including customer service needs; Performs other duties related to the operation of the department and the city, including additional duties that enable the department and City to meet the diverse needs of its community.

Knowledge of: Principles and practices of financial record keeping and the basic purpose and nature of government accounting; financial fundamental, regulations, policies, and procedures governing various financial practices; Modern office practices and procedures; operation of computers, peripheral and standard office equipment (including Excel and ERP Software); systems and methods for file maintenance and automated computer systems; Ability to: Perform technical and support duties in a variety of financial applications, including accounts payable, collections, and general accounting; Interpret and apply regulations, policies and procedures; prepare a variety of written reports, records and correspondence; Supervise, train and evaluate the work of others; Audit compliance with applicable procedures, methods and regulations; Operate a personal computer, peripheral, and other standard office equipment; Establish and maintain cooperative and effective relationships with those contacted during the course of work. EDUCATION AND EXPERIENCE Any combination of experience and education that would provide the required knowledge and ability is qualifying. A typical combination is: Education: Equivalent to completion of high school; an Associate of Arts degree in a related field is desirable. Experience: Three to four years of experience in a finance or accounting-related business performing a wide rate of duties to include journal entries, accounts payable, purchasing, customer service, and collecting, recording and balancing cash; two year experience in a senior position is highly desirable.

WORKING CONDITIONS Environmental Conditions: Office environment Physical Conditions: Essential and marginal functions may require maintaining physical condition necessary for sitting, standing, bending and stooping for prolonged periods of time; using various office equipment including a computer screen and keyboard and lifting up to 30 pounds. *FLSA Status: NON-EXEMPT

Interested applicants must submit an online application at www.lodi.gov. For technical difficulties with your online application, please call the Neogov helpline at 855-524-5627. Telephone: 209-333-6704. Persons with hearing impairment, please call the California Relay Service 7-1-1. Evaluation of Qualifications: Application materials and resumes will be screened to determine if applicants are considered to be among the most qualified as outlined on the job announcement. Only applicants who are among the most qualified will be invited to participate in the testing process. Resumes may not be substituted for a completed application. EQUAL OPPORTUNITY EMPLOYER - The City of Lodi is an equal opportunity employer and is committed to a policy of fair employment practices regardless of race, color, ancestry, national origin, religion, sex or sexual orientation, marital status, age, mental or physical disability or perceived disability, medical condition, pregnancy, political affiliation or belief, or other unlawful discrimination. AMERICANS WITH DISABILITY ACT - In compliance with the Americans with Disabilities Act and Section 504 of the Rehabilitation Act, the City of Lodi provides reasonable accommodation for qualified individuals with disabilities. Individuals with disabilities requiring accommodations must contact the Human Resources Division upon application submittal to confirm the request. CRIMINAL BACKGROUND INFORMATION - City of Lodi is authorized and required by the state of California to access Local, State, and/or Federal criminal history as part of the testing process. As a future employee or volunteer, you are required to be fingerprinted and processed through the Department of Justice and cleared before you can start. All information obtained will be kept in strict confidentiality. HIRING PROCEDURE - Applicants must possess the minimum qualifications by the final filing date. Eligible lists are established upon successful completion of the selection process. The candidates must be successful in each part of the testing. To fill each vacancy the hiring department will request names to be certified from the eligible list and will make a selection from this certification list. CONDITIONAL JOB OFFERS - Conditional job offers are subject to successful completion of a medical drug screen and/or physical. Candidates should not quit or give notice to their current employer until final notification has been awarded by the Human Resources Division. MEDICAL-DRUG SCREENING All positions may be subject to a physical or drug screen issued by a qualified medical physician assigned by the Human Resources Division. Under the requirements of the Drug Free Workplace Act of 1988, the City of Lodi has been designated as a drug-free workplace. APPOINTMENT - At the time of appointment all candidates will be required to execute an oath of allegiance and complete Form I-9 - Employment Eligibility Verification in compliance with the Immigration and Naturalization Act. United States citizenship is not required. All new appointees are required to successfully complete a probationary period of twelve months.

NOTE: Employee Benefits stated herein are subject to change through the collective bargaining process and are not guaranteed. VACATION: 0-5 years = 10 days/year. 6-11 years = 15 days/year 12-14 years = 17 days/year 15 years & over = 20 days/year Maximum carryover is 2 times accrual rate per year. No cash out allowed. SICK LEAVE: 12 days/year HOLIDAYS: 10.5 fixed days per year. HEALTH BENEFITS: All employees are offered medical insurance for themselves and dependent(s) through CalPERS Medical Plans. Effective January 1, 2026, City shall pay a monthly maximum towards medical premiums as follows: $1,051.97 per month for Employee Only $2,103.95 per month for Employee +1 $2,735.14 per month for Family If employee selects a higher cost plan, employee will pay the difference as a payroll deduction. If an employee elects not to be covered by medical insurance through the City of Lodi, an additional: $692.81 per month for family $532.92 for employee + 1 dependent $305.22 for single will be added to either the employee's deferred compensation account or cash. In order to qualify for this provision, proof of group insurance must be provided to the City. The City shall pay the full cost for the employee and their dependents dental premium for the term of this agreement. The City agrees to provide a vision care plan, equivalent to the VSP Plan B, with a $25.00 deductible for the employee and dependents; the entire premium to be paid by City. DEFERRED COMPENSATION: A deferred compensation plan is available at the employee's option. EDUCATION ALLOWANCE: Tuition Reimbursement up to $3000 per fiscal year as per City policy. LIFE INSURANCE: A life insurance program providing $25,000 term life insurance. LONG TERM DISABILITY: After a 60-day waiting period, coverage is 66 2/3% of salary, employer covers 100% of premium. RETIREMENT: New employees into the CalPERS retirement system are enrolled in the 2%@62, three-year average retirement formula. Employees hired after January 1, 2013, with less than a six-month break in CalPERS (or reciprocal agencies) are enrolled in the 2%@55, three-year retirement formula. At present, employees will contribute towards the employee portion of their CalPERS retirement costs. If additional information is needed regarding CalPERS retirement plans/costs, please contact Human Resources. Employees shall pay the 7% employee portion of Retirement Benefits.