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Purpose of Classification:
Independently manages and controls accounting, budgeting, auditing and other financial or related functions to ensure the financial integrity of a major work unit. Incumbents also coordinate and control personnel and operational matters, but this aspect does not account for a substantial portion of the job responsibilities. Financial management has the greatest emphasis and is the overriding major function.
This classification is second in a series of two. It is distinguished from the lower level by the full control delegated, the increased decision-making and signature authority and corresponding level of impact, and by the authority to make substantial changes in work unit without requiring higher level approval. This classification is distinguished from the Administrative Associate series by the emphasis on financial management.
Examples of Duties:
- Supervises or coordinates work activities of subordinates.
- Prepares or coordinates preparation of financial and administrative reports; analyzes and interprets statistics, financial data, and management planning data for predicting resource needs and developing long range plans.
- Analyzes and plans for needs for staff, capital equipment/improvements, supplies, and services and takes appropriate action, considering budget limitations.
- Manages and controls expenditures in accordance with budgeted amounts; authorizes requests for supplies and services or other purchases, rarely requiring higher level authorization.
- Prepares major operational and special budgets; coordinates or directs preparation of budgets for reporting units.
- Develops and establishes procedures for the budget process and daily operations according to policies and procedures established by the university and outside governing agencies.
- Controls and manages proper accounting and records of operational and special budgets, typically utilizing a computerized system; designs and implements new procedures or computer systems; manages cost control practices and cash flow.
- Coordinates and participates in internal and external audits; prepares audit work papers.
- Controls, coordinates and advises on personnel matters, such as preparing personnel forms for payroll, classification, recruiting, and new hire actions, interviewing and selecting new staff, employee grievances, and ensuring compliance with applicable policies such as Affirmative Action.
- Advises staff on financial, technical, and operational matters, instructs and orients new members of staff, faculty or administration.
- Represents college, department or work unit at meetings or conferences and at all levels of the university organization.
- Interprets, implements, develops and/or recommends changes to rules, regulations, policies and procedures set forth by the university or outside governing agencies.
Knowledge, Skills and Abilities:
- Knowledge of management and supervision practices and techniques.
- Knowledge of accounting and budgetary theories, principles and practices.
- Knowledge of State and Federal laws and regulations pertaining to departmental budgets and accounting practices.
- Skill in both verbal and written communication.
- Skill in applying accounting and financial management practices and principles.
- Skill in use of automated/computer systems.
Bachelor's degree in Accounting, Business Administration or related field AND four years of related budgeting and accounting experience; OR, Eight years of progressively responsible budgeting and accounting experience; OR, Any equivalent combination of experience and/or education from which comparable knowledge, skills and abilities have been achieved.