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Administrative & Staff Job Classifications

Class Specification Title:  Fiscal Analyst

Series: Fiscal - Professional

Levels in series: 1 | 2 | 3 | 4

BAND

GRADE

SUBGRADE

FLSA STATUS:

C

4

2

Exempt

CLASS SUMMARY

The Fiscal Analyst is the first level of a four level professional fiscal management series. Incumbents are responsible for performing professional duties in areas to include but not limited to: student accounts, financial aid, purchasing, grants and payroll analyzing management information.  The Fiscal Analyst is distinguished from the Advanced Fiscal Analyst who has responsibility for performing professional level specialized accounting duties requiring application of advanced professional knowledge of accounting principles, practices and fiscal management.

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 20%
  2. Researching, interpreting, updating, and maintaining a variety of financial records and databases.  Daily 20%
  3. Reviewing and processing electronic transactions such as student accounts, accounts receivable and payable, financial aid, real estate contracts, purchase orders, invoices, payroll and/or grants.  Daily 15%
  4. Monitoring and verifying accounting information; interpreting regulations and policies related to area of assignment.  Daily 10%
  5. Assisting in developing, implementing and communicating new or changes to internal processes and procedures as it relates to assigned area; recommending business process improvements.  Daily 10%
  6. Preparing, reviewing, and submitting a variety of reports, reconciliations, and statements to and from internal departments, financial institutions, and external agencies.  Weekly 15%
  7. Participating in the annual budgeting process.  Annually 10%
  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; and one year previous previous finance experience or, an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above.

Licensing/Certification Requirements for some positions in this class may require:

  • None Required.

Knowledge (position requirements at entry):

  • Accounting and reporting principles
  • Financial statements
  • Customer service techniques
  • Various aspects of governmental financial administration
  • Applicable local, state and federal laws, regulations, and compliance
  • Computers and applicable software
  • Purchasing principles and procedures
  • Arizona State records retention
  • Department of Education guidelines
  • Electronic research methods
  • Automated financial systems
  • Principles and practices of grant and contracts

Skills in (position requirements at entry):

  • Preparing accounting statements and reports
  • Using computers and applicable software
  • Working with ERP
  • Reading, comprehending, and reviewing financial statements
  • Excellent customer service
  • Adapting to rapidly changing environments
  • Solving problems
  • Organizing work and balancing multiple priorities
  • 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: manual dexterity, 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,. 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, 1/2013