Administrative & Staff Job Classifications

Class Specification Title:  Fiscal Advanced Analyst

Series: Fiscal - Professional

Levels in series:  1 | 2 | 3

CLASS SUMMARY

The Fiscal Advanced Analyst is the second level of a three level professional fiscal management series. Incumbents perform supervisory and/or professional full performance level duties. Duties may include: analyzing, monitoring, reconciling, and reporting information; overseeing capital development projects; administering grants and contracts reporting processes; and, monitoring and coordinating budgets. The Fiscal Advanced Analyst is distinguished from the Fiscal Analyst by its responsibility for performing supervisory and/or professional full performance level duties. The Fiscal Advanced Analyst is distinguished from the Fiscal Supervisor who has supervisory responsibility over one or more functional areas.

TYPICAL CLASS ESSENTIAL DUTIES

These duties are a representative sample; position assignments may vary.

1. May supervise employees to include: prioritizing and assigning work; conducting performance evaluations; ensuring staff are trained; and making hiring, termination, and disciplinary recommendations.  Daily 0-10%
2. Monitoring, analyzing, and reconciling internal and external information; investigating and resolving discrepancies.  Daily 20%
3. Verifying account information and processing the applicable documents.  Daily 20%
4. Responding to internal and external questions or concerns; interpreting and applying fiscal policies and procedures.  Daily 5%
5. Coordinating the accounting or budget functions and preparing financial statements, documents, and reports.  Weekly 10%
6. Monitoring and coordinating a variety of budgets and authorizing and preparing cost estimates and adjustments. Weekly 10%
7. Researching and interpreting professional standards and regulations; determining impact on operations and reporting.  Weekly 5%
8. Responding to internal and external auditors.  Monthly 5%
9. Participating in various committees, task forces, and meetings as an advisor or consultant. Monthly 5%
10. Recommending policies and procedures for the Enterprise Resource Planning system and fiscal operations. Monthly 5%
11. Performing special projects and prepares and delivers oral and written reports. Quarterly 5%
12. Performing other duties of a similar nature or level. As Required

Training and Experience (positions in this class typically require):
Bachelor's Degree in accounting, finance, business administration, or a closely related field and two years of practical/applied experience in the field; or, an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above.

Licensing Requirements (positions in this class typically require):

• None Required.

Knowledge (position requirements at entry):
Knowledge of:

• Applicable local, state and federal laws and regulations
• Budget development and administration principles
• Statistical and financial analysis principles
• Project management principles
• Purchasing principles and procedures
• Enterprise Resource Planning
• Accounting and reporting principles
• Principles and practices of grants and contracts
• Computers and applicable software
• Electronic research methods
• Supervisory principles
• Training techniques

Skills (position requirements at entry):
Skill in:

• Adapting to rapidly changing environments
• Solving problems
• Coordinating and executing multiple priorities
• Interpreting and applying local, state and federal laws and regulations
• Preparing accounting and financial statements
• Administering and preparing budgets
• Developing and delivering oral and written reports
• Auditing account and financial statements
• Using computers and applicable software
• Writing and reviewing grant and contract documents
• Reconciling accounting and financial information
• Communication, interpersonal skills as applied to interaction with coworkers, supervisor, the general public, etc. sufficient to exchange or convey information and to receive work direction

Physical Requirements:
Positions in this class typically require: fingering, feeling, talking, hearing, seeing and repetitive motions.

Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

NOTE: The above job description is intended to represent only the key areas of responsibilities; specific position assignments will vary depending on the business needs of the department.

Classification History:
Draft prepared by Fox Lawson & Associates LLC (DJG/LM)
Date: 03/01
Revised by Human Resources 04/05