Administrative & Staff Job Classifications

Class Specification Title:  Fiscal Analyst

Series: Fiscal - Professional

Levels in series: 1 | 2 | 3

CLASS SUMMARY

The Fiscal Analyst is the first level of a three level professional fiscal management series. Incumbents are responsible for performing entry level professional duties in: analyzing management information; researching, interpreting, and updating information; requisitioning and purchasing of supplies and services; and preparing and submitting a variety of reports. The Fiscal Analyst is distinguished from the Advanced Fiscal Analyst who has responsibility for performing supervisory and/or professional full performance level fiscal management duties.

TYPICAL CLASS ESSENTIAL DUTIES

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

1. Analyzing management information; identifying issues and discrepancies; formulating recommendations based on findings.  Daily 25%
2. Researching, interpreting, updating, and maintaining a variety of records, databases, and logs. Daily 20%
3. Processing transactions involving purchase orders, invoices, receiving reports, payroll, and related functions.  Daily 15%
4. Preparing, reviewing, and submitting a variety of reports, reconciliations, and statements to and from internal departments, financial institutions, and external agencies.  Weekly 15%
5. Preparing bid specifications and invitations to bid; conducting bid openings; analyzing bids and selecting vendors. Weekly 5%
6. Reviewing accounting and operational procedures and recommending improvements. Monthly 5%
7. Participating in the annual budgeting process. Annually 15%
8. Performing other duties of a similar nature or level. As Required

POSITION SPECIFIC RESPONSIBILITIES MIGHT INCLUDE:

Not Applicable

Training and Experience (positions in this class typically require):
Bachelor's Degree in Accounting, Finance, Business Administration, or a closely related 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:

• Accounting and reporting principles
• Various aspects of governmental financial administration
• Applicable local, state and federal laws and regulations
• Computers and applicable software
• Purchasing principles and procedures
• Electronic research methods
• Automated financial systems
• Principles and practices of grant and contracts

Skills (position requirements at entry):
Skill in:

• Preparing accounting statements and reports
• Using computers and applicable software
• Reading, comprehending, and reviewing financial statements
• Adapting to rapidly changing environments
• Solving problems
• Coordinating and executing multiple tasks
• Analyzing and compiling information
• Developing reports
• Applying policies and procedures
• Preparing and monitoring budgets
• Communication and 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, 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: 01/05