Financial Services Representative jobs in United States
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NEOGOV · 20 hours ago

Financial Services Representative

NEOGOV is seeking a Financial Services Representative to provide financial support and conduct accounting activities within the county’s Finance Department. The role involves budget preparation, financial analysis, and maintaining records while serving as a key contact between the Finance Department and county departments.

GovTechHuman ResourcesInformation TechnologySoftware
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H1B Sponsor Likelynote

Responsibilities

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
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

Qualification

AccountingFinancial analysisBudget developmentGovernmental accountingPersonal computer operationsCommunicationProblem-solvingTeam collaboration

Required

Bachelor's degree from an accredited college or university in Accounting, Finance, Business/Public Administration, or closely related field
Three (3) years previous experience and/or training that includes municipal budget development, governmental accounting, financial analysis, general accounting, and personal computer operations

Benefits

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

Company

NEOGOV is the leading provider of workforce management software uniquely designed for the public sector, education, and public safety.

H1B Sponsorship

NEOGOV has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (11)
2024 (10)
2023 (10)
2022 (18)
2021 (14)
2020 (16)

Funding

Current Stage
Late Stage
Total Funding
$700M
Key Investors
Warburg Pincus
2025-07-28Secondary Market· $700M
2025-07-28Acquired
2021-06-02Private Equity

Leadership Team

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Shane Evangelist
CEO
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Brandon McDonald
Head Of Marketing
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Company data provided by crunchbase