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Administrative & Staff Job Classifications

Class Specification Title:  Fiscal Supervisor

Series: Fiscal – Professional

Levels in series: 1 | 2 | 3 | 4

BAND

GRADE

SUBGRADE

FLSA STATUS:

C

4

3

Exempt


CLASS SUMMARY

The Fiscal Supervisor is the third level of a four level professional fiscal management series. Incumbents perform supervisory level duties over one or more functional areas. Duties may include: supervising the preparation of financial reports; overseeing the receipt and disbursement of College resources; reconciling and balancing accounts; drafting purchase or sponsored contracts; training staff in the use of financial systems, utilizing a variety of financial reporting documents and requisitions, interpreting policies and assisting in the development of procedures.

TYPICAL CLASS ESSENTIAL DUTIES

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

  1. Supervising employees to include: prioritizing and assigning work; conducting performance evaluations; ensuring staff are trained; and making hiring, termination, and disciplinary recommendations.  Daily 10%
  2. Supervising multiple fiscal service areas and ensuring coordination of services between campus and district offices.  Daily 15%
  3. Investigating and resolving financial issues and complaints from students, employees, vendors and the general public; recommending corrective measures to resolve process issues; interpreting and applying fiscal policies and procedures.  Daily 15%
  4. Training college staff in areas such as budgeting, purchasing, cashiering, financial systems, the College’s Enterprise Resource System and understanding changes to fiscal procedures and policies and agency compliance needs.  Daily 5%
  5. Assisting in developing, implementing and monitoring processes and procedures for operations and the Enterprise Resource System using appropriate internal controls and in compliance with College policies and procedures.  Daily 10%
  6. Overseeing the receipt and disbursement of College resources.  Daily 5%
  7. Supervising staff in the preparation of financial reports and the reconciliation of internal and external records and balancing of accounts. Daily 5%
  8. Recommending and developing custom and standard reports for campus and district office users.  Monthly 5%
  9. Assisting in the development and administration of a campus/unit budget; coordinating, reconciling, balancing, and forecasts revenues and expenditures. Daily 10%
  10. Participating in various committees, task forces and meetings as an advisor or consultant and may represent in various capacities related to fiscal activities. Weekly 5%
  11. Performing special projects and preparing and delivering oral and written reports.   Monthly 5%
  12. Recommending policies and procedures for the Enterprise Resource Planning system and fiscal operations.  Monthly 5%
  13. Responding to internal and external auditors.  Quarterly 5%
  14. Performing other duties of a similar nature or level.  As Required

Training and Experience (positions in this class typically require):
Bachelor's Degree in Business Administration, Accounting, Finance, or a closely related field and four years of professional level experience in the field, and one year of supervisory 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:

  • Not Applicable.

Knowledge (position requirements at entry):

  • Supervisory principles
  • Training techniques
  • Accounting and reporting principles
  • Financial analysis principles
  • Problem-solving techniques
  • Grant reporting and compliance
  • Customer service techniques
  • Team and consensus building techniques
  • Applicable local, state and federal laws and regulations
  • Project management principles
  • Statistical principles
  • Budget development and administration principles
  • Purchasing principles and procedures
  • Enterprise Resource Planning
  • Principles and practices of grants and contracts
  • Technology, desktop computing and applicable software

Skills (position requirements at entry):

  • Supervising and evaluating employees
  • Prioritizing and assigning work
  • Interpreting and applying local, state, and federal laws and regulations
  • Preparing accounting and financial reports
  • Administering and analyzing budgets
  • Drafting purchase or sponsored contracts
  • Problem solving
  • Written and verbal communications
  • Customer service
  • Organizing work and balancing multiple priorities
  • Developing and implementing policies and procedures
  • Using computers and applicable software
  • Writing and reviewing grant and contract documents
  • Reconciling accounts 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: 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: 02/01
Revised by Human Resources 01/05, 1/2013