HomeMy WebLinkAbout2.085 BUDGET/FISCAL SPECIALIST 20230313PART I DEPARTMENT OF HUMAN RESOURCES
COUNTY OF KAUAI 2.085
Class Specifications for the Class:
BUDGET/FISCAL SPECIALIST
SR-26, BU-13
Duties Summary:
Advises and assists in planning and supervising the budget for a large operating
department involving a diversity of funds with complex accounting requirements and
business management functions; serves as a team leader; and performs other related
duties as required.
Distinguishing Characteristics:
This class is distinguished by its responsibility to serve as principal staff specialist on
major segments of the budget of a large operating department, and assists top level
management with financial research, analysis, and planning. This class is distinguished by
its day-to-day responsibility to direct and coordinate the activities that regularly encompass
specialized, unique, and complex problems having a substantial overall impact on the
budget program.
Examples of Duties: (The following are examples of duties and are not necessarily
descriptive of any one position in this class. The omission of specific duties statements does
not preclude management from assigning such duties if such duties are a logical
assignment for the position).
Plans, directs, and coordinates the review and preparation of the departmental
operating budget;
Prepares directives and instructions to operating divisions in the preparation of
budget estimates;
Plans and directs the development of work measurement standards, statistical
procedures, and other means of budget justification;
Advises departmental units in preparing budget estimates;
Coordinates the preparation of departmental expenditure plans and the evaluation of
program performance and financial trends;
Conducts technical studies and analyses of departmental operating revenues and
expenditures;
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Participates in drafting budget ordinance and amendments;
Prepares reports and recommendations for modifications to the operating budget to
meet goals and objectives;
Conducts or directs and coordinates the conduct of studies of federal, state, and
other available funds;
Serves as departmental resource in administrative discussions and planning
activities for budgetary and other financial considerations, and assists in the
evaluation of fiscal and program reports;
Assists in public hearings on the budget;
Testifies at public hearings and hearings before the County Council on matters
pertaining to the budget;
Participates in meetings and conferences with officials and other agencies and
makes recommendations to improve operations;
May supervise subordinates; and
Performs other related duties as required.
Knowledge of:
Principles and practices of professional accounting; principles and practices of
public fiscal administration including budgeting and financial reporting; laws and
ordinances applicable to County functions, operations, and budgetary activities; research
methods and techniques; report writing; pertinent Federal laws and regulations.
Ability to:
Plan, organize, direct, and coordinate the work of fiscal and accounting programs;
analyze, evaluate, and draw conclusions from available data; prepare clear, concise, and
comprehensive instructions and reports; prepare budget justifications and compile
operating budget; maintain cooperative working relationships; communicate effectively.
This is an amendment to the specification for the class, BUDGET/FISCAL SPECIALIST,
which was approved as PROGRAM BUDGET SPECIALIST on August 16, 2000, amended and
retitled on September 5, 2003, and is to be substituted for that specification.
Approved:March 13, 2023
(date)ANNETTE L. ANDERSON
Director of Human Resources
PART II DEPARTMENT OF HUMAN RESOURCES
COUNTY OF KAUAI 2.085
Minimum Qualification Specifications
for the Class:
BUDGET/FISCAL SPECIALIST
SR-26, BU-13
Training and Experience:
A combination of education and experience substantially equivalent to graduation
from an accredited college or university with a baccalaureate degree in business or public
administration, finance, accounting, economics, or a related field; and
five (5) years of professional work experience in one or a combination of the
following: accounting, budgeting, or a related field.
Substitutions Allowed:
The following may be substituted for education:
General professional work experience or education credits can be substituted for up to two
A.Full time progressively responsible professional, technical, or substantive work
experience demonstrating the scope, level, and quality of work comparable to a
curriculum leading to
B.Successful completion of semester credits in a curriculum leading to a degree or
diploma at an accredited community college, trades school, college, or university (15
semester credits = 6 months).
Specialized professional work experience in business or public administration, finance,
accounting, economics, or a related field or education credits in business or public
administration, finance, accounting, economics, or a related field can be substituted for up
A.Full time progressively responsible professional, technical, or substantive work
experience demonstrating the scope, level, and quality of work comparable to a
B.Successful completion of semester credits specific to business or public
administration, finance, accounting, economics, or a related field leading to a degree
or diploma from an accredited community college, trades school, college, or
university (15 semester credits = 6 months).
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economics, or a related field may be substituted for the education requirement.
The following may be substituted for experience:
A. Successful completion of semester credits specific in business or public
administration, finance, accounting, economics, or a related field leading towards a
substituted for up to one (1) year of the professional work experience in accounting,
budgeting, or a related field (15 semester credits = 6 months).
B.
economics, or a related field from an accredited college or university may be
substituted for one (1) year of the professional work experience in accounting,
budgeting, or a related field.
C.
economics, or a related field from an accredited college or university may be
substituted for one (1) year of professional work experience in accounting, budgeting,
or a related field.
If a degree is used to substitute for the education requirement, it may not be used
again towards the experience requirement. If work experience is used to substitute for
education, it may not be used again to meet the experience requirement. If the applicant
holds more than one degree, transcripts must be provided, and a thorough review will be
conducted by the DHR staff in order for more than one degree to be credited towards the
minimum qualification requirements. Additional degrees can be considered if obtained
independently through mutually exclusive classes from another degree being considered.
Substitutions will be used to the advantage of the applicant.
Quality of Experience:
Possession of the required number of years of experience will not in itself be
accepted as proof of qualification for a position. The applicant's overall experience must
have been of such scope and level of responsibility as to conclusively demonstrate that
he/she has the ability to perform the duties of the position for which he/she is being
considered.
License Requirement:
Possession the appropriate licenses or certificates as required of the position.
Selective Certification:
Specialized knowledge, skills and abilities may be required to perform the duties of
some positions. For such positions, Selective Certification Requirements may be
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established, and certification may be restricted to eligibles who possess the pertinent
experience and/or training required to perform the duties of the position.
Agencies requesting Selective Certification must show the connection between the
kind of training and/or experience on which they wish to base selective certification and the
duties of the position to be filled.
Tests:
Applicants may be required to qualify on an appropriate examination.
Health and Physical Condition Requirements:
Persons seeking appointment to positions in this class must meet the health and
physical condition standards deemed necessary and proper to perform the essential
functions of the position with or without reasonable accommodations.
Physical Effort Grouping: Light
This is an amendment to the specification for the class, BUDGET/FISCAL SPECIALIST,
which was approved as PROGRAM BUDGET SPECIALIST on August 16, 2000, amended and
retitled on September 5, 2003, and is to be substituted for that specification.
Approved:March 13, 2023
(date)ANNETTE L. ANDERSON
Director of Human Resources