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Location and Job Title:

Account Representative
Peninsula JCC
800 Foster City Blvd
Foster City, CA 94404

Principal Responsibilities:


The Account Representative performs general accounting, payroll, procurement, and analytical functions, provide general administrative support, and is responsible for assisting with membership and program accounting, billing, payments, and customer service and member relations. The position is member of the PJCC Finance team. It is specific to executing administrative and clerical functions of the PJCC by performing the following duties.

Essential Duties and Responsibilities include the following:

Performs account clerk-type functions, including but not limited to: making accurate accounting entries in the general ledger and other financial systems, reconciling and balancing specific accounts, counting and reconciling cash receipts and preparing and making bank deposits, making and reconciling payroll system data entries, preparing analytical and written reports in Microsoft Excel and Word, performing membership and program data system entries, preparing third-party billing, resolving delinquent payments, and maintaining member files.

Performs payroll entry, reconciliations, and analysis for payroll processing, checking writing, and investigations.

Perform supplies and small equipment purchasing and working directly with supplies vendors and assists Senior Account Representative.

Works with Membership Services and program departments to resolve membership and program registration issues with payments, declined credit cards, and similar accounting transactions. Responds promptly, effectively, and courteously to all member inquiries/needs by email, phone and occasionally in person.

Assists Controller and Senior Account Representative with accounts payable and accounting functions including but not limited to reviewing and entering into financial system all requests for payment, preparing list of payments to be made for review by controller, writes checks to appropriate vendors, attaches checks to backup received for payment request, secures needed signatures on checks, prepares checks for mailing and maintains vendor paper files. Responds to departmental questions relating to payments to vendors and assists in 1099 preparation at year end.

Provides general administrative and clerical support to the Finance Team.

Provides backup to other Finance team members on as needed basis

Minimum Qualifications:


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


One-year certificate in accounting (or equivalent) plus a minimum of 2 years demonstrated practical experience and training with responsible account clerk, receivable, payable, and payroll functions, particular to small to medium size business and/or agency; or equivalent combination of experience and education. Previous purchasing and payroll experiences are a plus.


Ability to perform and apply standard accounting, purchasing and procurement methods using automated general ledger and purchasing systems; determine suitable and cost-effective purchasing methods; establish and maintain effective working relationships with vendors; understand specifications, quotes, proposals and recommend best approach for the interests of the organization; prepare analytical reports, maintain statistical records, and correspondence.

Language Ability:

Ability to read and interpret documents such as accounting, purchasing, requisitions, safety rules, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively with PJCC members or employees.

Reasoning Ability:

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving members, vendors, and staff as necessary.

Computer Skills:

To perform this job successfully, an individual should have above average working knowledge of Microsoft Word, Excel, Outlook, financial accounting and database, and purchasing systems, and have the ability to learn new systems/software. Ability to enter detailed data quickly and accurately is necessary.

Financial Accounting:

Ability to apply accounting and purchasing principles; navigate through and perform tasks in the various computer software required for financial, purchasing, and customer-relations transactions (accounting systems, spreadsheets, word processing and database systems).


To perform the job successfully, an individual should demonstrate the following competencies:

Financial Knowledge: Knowledge of financial record keeping and elementary accounting processes such as posting, adjusting, balancing, reconciling; payroll recording concepts and processes; office clerical procedures such as filing, coding, and proofreading documentation; and accurate math skills.

Technical Knowledge: Knowledge and proficiency of beginning to intermediate in Excel, Word, and Outlook.

Customer Service/ Interpersonal - Manages difficult or emotional customer situations; Responds promptly to member needs; Focuses on solving member issues; great team player.

Communication - Speaks and writes with clarity; listens attentively and is responsive.

Team Work - Establish effective working relationships with departmental staff. Works cooperatively and collaboratively with other staff.

Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Is consistently at work and on time.

Planning/Organizing - Works efficiently and is attentive to detail

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Follows through on commitments.

Agency Information:

Welcoming with joy people of all ages, faiths, and backgrounds, our innovative Center provides programs and services designed to meet the needs of everyone from infants to seniors.

Come work out in our 50,000 square foot Byer Athletic Center; take a class at our Koret Learning Center; create a lifetime of memories for your children at our award-winning preschool or at Camp Keff.

At the PJCC we believe in a 'Wellness Your Way' approach to overall wellness. Wellness Your Way is an integrated approach to help youth and adults of all ages experience greater well-being by helping you identify your own, unique wellness formula and create a plan to put that formula to work in your life.

Your personal wellness formula serves your whole life, and it is unique to you. Your formula includes Nourish, Move and Engage activities that are the building blocks of a life well-lived.