Financial Services Specialist

Financial Services Specialist Req #709 1945 E Jackson Rd, Carrollton, TX 75006, USA Apply Share Job Description Posted Thursday, May 14, 2026 at 2:00 AM Uploading documents with your application: While PDFs are an acceptable file type, scanned PDFs or images (such as those created via Canva) are not supported by the applicant tracking system.

JOB TITLE

Financial Services Specialist

DEPARTMENT/DIVISION

Various

REPORTS TO

Various SUMMARY:

Responsible for performing specialized, paraprofessional work related to processing financial transactions, vendor and franchise fee management, payroll, timekeeping, scheduling, and managing other financial software systems. Work is performed with limited supervision.

ESSENTIAL JOB FUNCTIONS

Prepares, receives, and processes a variety of specialized transactions, billings, forms, invoices, notices, special service orders, billing calendars, insufficient fund checks, and/or other financial information in assigned area of responsibility; researches and resolves discrepancies and/or erroneous information. Verifies, monitors, analyzes, and reconciles financial information for an assigned area. Researches and resolves incomplete or inaccurate information. Produces journal entries for the purpose of classifying expenses, revenues, assets, and/or liabilities. Creates, reviews, analyzes, interprets, and maintains a variety of records, lists, systems, and logs. Prepares, compiles, reviews, tracks, and monitors a variety of information, reports, and documents for internal and external use and ordinance and legal compliance, ensuring proper signatures, budget codes, deductions, totals, disbursements, and/or related information. Assists customers, vendors, and employees with requests for information over the phone and in person; researches and resolves discrepancies and/or erroneous data. Prepares, updates, and maintains a variety of financial software including payroll, accounts payable, permitting, and collections. Assists Information Technology in designing changes to and testing software and other system applications. Prepares and maintains a variety of reports and/or statistical data with information obtained from databases and/or spreadsheets. Performs other duties as assigned.

POSITION SPECIFIC JOB FUNCTIONS

Utility Customer Service & Miscellaneous Revenue Collection Evaluates customer requests or concerns, negotiates resolution, and documents resolution details utilizing mainframe billing system and PC based software. Prepares billing schedules assuring coordination with meter reading routes. Verifies meter read data and coordinates re-reads of meters for accuracy. Validates and prepares tag notices for overdue accounts and interruption tags for delinquent accounts. Maintains, updates, verifies, and adds data to the City's land-based system Coordinates and maintains synchronization with Central Appraisal District parcel data by submitting appropriate paperwork to correct discrepancies and/or additions/updates. Assist in administering effective training methods for new and existing staff. Assists in the interpretation of City policies, department specific guidelines/policies, and/or ordinances for customers. May serve as Team lead and act in the capacity of a supervisor in the absence of the Utility Customer Service supervisor.

KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of principles and practices in assigned area of responsibility Knowledge of ordinances and state statues that applied to areas of responsibility Skilled in reviewing financial forms and paperwork for completeness and accuracy Skilled in performing business mathematics calculations, algebra, geometry, and basic statistics Skill in large database administration Skilled in maintaining files and records Skilled in providing customer service Skilled in reading, interpreting, applying, and explaining rules, regulations, policies, and procedures Skilled in gathering and analyzing information and making recommendations based on findings and in support of organizational goals Skilled in operating a computer and, upgrading and troubleshooting related software applications Skilled in communicating effectively verbally and in writing with a variety of individuals Ability to prioritize and organize tasks to work independently

MINIMUM QUALIFICATIONS

High School Diploma or G.E.D. Two years of specialized experience related to area of assignment

PREFERENCE

Bachelor's Degree in Business Administration or related field Knowledge of financial terminology as it relates to banking, accounting, investments, cash and debt management and/or payroll

WORKING CONDITIONS

Frequent reaching, sitting, standing, walking, talking, seeing, hearing, and manual dexterity. Occasional lifting and carrying up to 15 pounds. Work is typically performed in a standard office environment.

CONDITIONS OF EMPLOYMENT

Must pass pre-employment drug test. Must pass criminal history check. Must pass motor vehicle records check. May be required to pass a credit check depending on assignment Job Details Job Family Specialist, Financial Services Job Function Administrative Pay Type Hourly Education Level High School Hiring Rate 24.87 USD Scan this QR code and apply! Download 1945 E Jackson Rd, Carrollton, TX 75006, USA