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HomeMy WebLinkAbout15A2015 FISCAL MANAGEMENT OFFICER 20260608.pdfPART I 15A2015 Class Specifications for the Class: EM-05, BU-13X Duties Summary: Administers the fiscal and accounting program for a large operating department and assists top management in various business management functions; assists the department or division head in the preparation and presentation of the departmental or divisional operation and capital improvement budgets; gives staff assistance to program management on fiscal matters; acts as liaison with staff agencies; and performs other duties as required. Distinguishing Characteristics: This class is distinguished by its responsibility for directing a staff of professional subordinates engaged in fiscal and accounting activities and providing top level staff assistance in the formulation of policies and procedures covering the overall operations of a large county department with emphasis on business management, financial research and planning and formulation of the operating and Capital Improvement Program (CIP) budget. 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 work of accounting personnel in the administration of the accounting and fiscal program; • Plans, conducts and directs the summarization and compilation of the departmental annual operating and CIP budget documents; • Plans and directs the development of accounting systems to meet program needs, work measurement standards, statistical procedures and other means of budget justification; • Coordinates the preparation of departmental expenditure plans and the evaluation of program performance and financial trends; • Consolidates estimates of all operating units and prepares final budget and assists in the presentation of budget details at budget hearings; • Directs the maintenance of central accounting records and preparation of report, financial statement and analyzes and interprets such statements to determine needs PART I FISCAL MANAGEMENT OFFICER 2 15A2015 of management as well as for funds control and anticipation of possible re- programming needs; develops and directs the maintenance of budgetary controls and assigns funds to various organizational units on the basis of the approved budget; • Conducts internal reviews to ensure that accounting systems and procedures are understood, are being followed and are working satisfactorily; • Directs the evaluation of fiscal and related methods of various organizational components of the department and recommends changes for improvements; conducts and directs the forecasts of departmental operating revenues and expenditures; coordinates results of work with capital improvements budgeting activities; • Makes technical decisions on matters of financial planning and reporting and staffing of the fiscal office; reviews and approves federal plan materials, procedures and regulations issued by other divisions for conformity with fiscal requirements of the State and federal governments; • Maintains appropriate liaison and effective working relationship with budgetary, fiscal and other County, State and Federal agencies; participates in staff conferences pertaining to operational problems; and • Performs other related duties as required. Knowledge of: Principles and practices of accounting, public administration, organization and management and public relations; principles and practices of public fiscal administration including budgeting and financial reporting; research methods and techniques; principles and practice of supervision; cost accounting methods and systems; reporting writing; governmental organization and functions relative to statutes and ordinances. Ability to: Plan, organize, direct and coordinate the work of fiscal and accounting programs and various administrative staff services; prepare clear and concise operating reports; prepare budget justifications and compile operating budget; coordinate fiscal activities with other phases of management; devise and modify accounting methods, techniques and practices; maintain cooperative working relationship with others; speak and write effectively; develop and analyze facts, make sound administrative decisions and recommend policies. PART I FISCAL MANAGEMENT OFFICER 3 15A2015 This is an amendment to the specification for the class , which was approved on February 8, 1993. PART II 15A2015 Minimum Qualification Specifications for the Class: EM-05, BU-13X Training and Experience: A combination of education and experience substantially equivalent to graduation from an accredited college or university with a baccalaureate degree in accounting, business or public administration, economics, or a related field; and • four (4) years of professional accounting work experience; and • two (2) years of supervisory work experience. Qualifying Professional Accounting Experience: Responsible experience which involved maintaining general journals, general ledger accounts, and related books and accounts; and preparing balance sheet, profit and loss statements, and related accounting and financial reports. Experience of this nature may be gained by employees performing duties as a principal bookkeeper, or other responsible work requiring the preparation and/or analysis of financial statements and accounting reports. Non-Qualifying Accounting Experience: The following types of experience will not be accepted as the professional experience required for these positions: Experience in positions where the duties did not require full professional knowledge and application of generally accepted accounting principles or auditing standards such as an operator of accounting or bookkeeping machines, or in bookkeeping, or in minor accounting or clerical positions (e.g., time, leave, payroll, voucher, examining, etc.); and experience as an office manager or owner of business who supervises accountants, auditors or bookkeepers but does not participate in the accounting or auditing work with responsibility for its technical adequacy. Qualifying Supervisory Work Experience: Work experience which includes planning, directing, assigning, and reviewing the work of others; advising subordinates on difficult program areas; timing and scheduling subordinate work; and training and developing new employees. Substitutions Allowed: The following may be substituted for education: PART II FISCAL MANAGEMENT OFFICER 5 15A2015 General professional work experience or education credits can be substituted for up to two (2) years of the bachelor’s degree such as: A. Full time progressively responsible professional, or technical work experience demonstrating the scope, level, and quality of work comparable to a curriculum leading to an associate’s, bachelor’s, or master’s degree. 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 accounting, business or public administration, economics, or a related field or education credits in accounting, business or public administration, economics, or a related field can be substituted for up to four (4) years of the bachelor’s degree such as: A. Full time progressively responsible professional, or technical work experience demonstrating the scope, level, and quality of work comparable to a curriculum leading to an associate’s, bachelor’s, or master’s degree. B. Successful completion of semester credits specific to accounting, business or public administration, 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). A master’s degree or PhD in accounting, business administration 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 accounting, business or public administration, economics, or a related field leading towards a Bachelor’s/Master’s/PhD degree from an accredited college or university, may be substituted for up to two (2) years of professional accounting work experience (15 semester credits = 6 months). B. A Master’s degree in accounting, business or public administration, economics, or a related field from an accredited college or university may be substituted for up to one (1) year of professional accounting work experience. C. A Doctorate’s degree in accounting, business or public administration, economics, or a related field from an accredited college or university may be substituted for up to one (1) year of professional accounting work experience. 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 PART II FISCAL MANAGEMENT OFFICER 6 15A2015 holds more than one degree, transcripts must be provided, and a thorough review will be conducted by the human resources 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 they have the ability to perform the duties of the position for which they are being considered. License Requirement: Possession of 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 established, and certification may be restricted to eligibles who possess the pertinent experience and/or training required to perform the duties of the position. Departments/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 FISCAL MANAGEMENT OFFICER, which was approved as on February 8, 1993.