Administrative & Staff Job Classifications
Class Specification Title: Fiscal Advanced Analyst
Series: Fiscal - Professional
The Fiscal Advanced Analyst is the second level of a four level professional fiscal management series Incumbents conducted full performance professional level duties in areas to include but not limited to: financial aid, grants, budget and reporting, and payroll. The Fiscal Advanced Analyst is distinguished from the Fiscal Analyst by its responsibility for performing a wide range of detailed and complex accounting functions pertaining to assigned area. Incumbents may function as a lead capacity. 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.
- Monitoring, analyzing, and reconciling internal and external information; investigating and resolving discrepancies. Daily 20%
- Verifying account information and processing the applicable documents. Daily 20%
- Responding to internal and external questions or concerns; interpreting and applying fiscal policies and procedures. Daily 5%
- Coordinating the accounting or budget functions and preparing financial statements, documents, and reports. Weekly 15%
- Monitoring and coordinating a variety of budgets and authorizing and preparing cost estimates and adjustments. Weekly 15%
- Researching and interpreting professional standards and regulations; determining impact on operations and reporting. Weekly 5%
- Responding to internal and external auditors. Monthly 5%
- Participating in various committees, task forces, and meetings as an advisor or consultant; may attend meetings in the absence of the supervisor. Monthly 5%
- Recommending policies and procedures for the Enterprise Resource Planning system and fiscal operations. Monthly 5%
- Performing special projects and prepares and delivers oral and written reports. Quarterly 5%
- 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 two years of professional level 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/Certification Requirements for some positions in this class may require:
- None Required.
Knowledge of (position requirements at entry):
- Applicable local, state and federal laws, regulations and compliance
- 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 in (position requirements at entry):
- Adapting to rapidly changing environments
- Solving complex problems
- Coordinating and executing multiple priorities
- Interpreting and applying state and federal laws, regulations and compliance
- Preparing accounting and financial statements
- Administering and preparing complex 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
Positions in this class typically require: manual dexterity, 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.. 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.
Draft prepared by Fox Lawson & Associates LLC (DJG/LM)
Revised by Human Resources 04/05, 2/2013