Administrative & Staff Job Classifications
Class Specification Title: Fiscal Support Technician
Series: Fiscal Support
The Fiscal Support Technician is the first level of a two level Fiscal -Fiscal Support series. Incumbents perform technical level duties in balancing cash drawers, monitoring and processing bookkeeping information, and monitoring financial accounts. The areas include, but are not limited to: campus and district business services, purchasing and cashiering, payroll, employee benefits, accounts receivable, accounts payable, the box office and property control. The Fiscal Support Technician is distinguished from the Fiscal Support Specialist that has paraprofessional responsibilities requiring working knowledge of assigned accounting functions with accuracy and attention to detail.
TYPICAL CLASS ESSENTIAL DUTIES
These duties are a representative sample; position assignments may vary.
- Processing monetary transactions, to include tuition and other student payment actions, applications, certificates, employee/staff fee waivers, disbursing petty cash, travel advances and other financial activities recorded in both manual and computerized systems. Daily 25%
- Balancing account and cash drawers, preparing cash reconciliation reports, bank deposits and other financial and budget reports, and resolving discrepancies in both manual and computerized systems. Daily 20%
- Monitoring and resolving discrepancies; tracking budget activities; processing budget adjustments; transferring funds into appropriate accounts; reconciling accounts. Daily 15%
- Reviewing, processing, coding, and auditing P-card purchases, purchase requisitions, purchase orders, charge backs, expense reports, invoices, capital equipment and/or material requests, to include financial processing in areas such as the box office and cashiering; setting up vendors in computerized databases; maintaining related documentation. Daily 10%
- Providing customer service by responding to student, faculty, and staff questions and concerns, such as tuition fees or graduation requirements. Daily 10%
- Performing general office tasks, such as answering phones and taking messages, creating and maintaining filing and bookkeeping systems, and preparing reports. Daily 10%
- Maintaining inventories and accurate records, including payroll timesheets, equipment, vehicle, and key logs; purchasing office supplies and processing student and staff identification cards. Daily 10%
- Performing other duties of a similar nature or level. As Required
POSITION SPECIFIC RESPONSIBILITIES MIGHT INCLUDE:
Incumbents assigned to business services may be responsible for:
- Dispensing payments, such as travel advances and petty cash
- Obtaining pricing and ordering information
- Monitoring departmental or program budgets
Incumbents assigned to cashiering may be responsible for:
- Accepting payments, such as tuition and other student fees
- Dispensing payments, such as pay checks, travel advances and petty cash
- Balancing cash drawers and generating Enterprise Resource System reports
- Coordinating and participating in ticket sales
- Preparing box office revenue reports
- Posting sales to ticket inventories and expense revenue summaries
Training and Experience (positions in this class typically require):
High School Diploma, or General Equivalency Degree, and two years bookkeeping, accounting support or related 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:
- Notary Public Commission.
Knowledge (position requirements at entry):
- Bookkeeping principles
- Basic accounting principles
- Customer service
- Applicable local, state and federal laws and regulations
- Modern office equipment
- Basic inventory control principles
Skills (position requirements at entry):
- Providing customer service
- Using computers and applicable software
- Processing teller transactions
- Using modern office equipment
- Balancing and reconciling cash drawers and deposits
- Resolving bookkeeping and accounting discrepancies
- 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
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.
Draft prepared by Fox Lawson & Associates LLC (DJG/LM)
Revised by Human Resources 01/05, 1/2013