CLASSIFICATION NUMBER 7559
IMMEDIATE SUPERVISOR Varies
MAJOR ADMINISTRATOR Varies
The Accountant performs professional accounting and administrative work which assists in maintaining the University's accounting and budgeting functions and responsibilities and exercises independent judgment and discretion in planning and carrying out the details of work procedures and methods. The Accountant receives an occasional review, but work is primarily reviewed through normal accounting systems and audits.
MINIMUM ACCEPTABLE QUALIFICATIONS
Education: A Bachelor's degree in Accounting or a related field is required.
Experience: At least one year prior experience in accounting or a related field is preferred.
Skills: A high aptitude in accountancy and a good understanding of computers and their functions in accounting are required. The ability to develop knowledge of, respect for, and skills to engage with those of other cultures or backgrounds is required.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Prepares required and assigned reports by compiling, researching and analyzing data.
2. Prepares monthly summaries and reports for internal use by compiling information and reconciling various ledger accounts.
3. Prepares journal entries for the general ledger and various subsidiary ledgers by compiling, researching, and analyzing data regarding updates needed.
4. Performs monthly reconciliations by reviewing the work of the accounting clerks and others to ensure their work is accurate and complete.
5. Prepares audit workpapers for internal, external, and agency auditors by researching and analyzing the data in the University accounting system.
6. Prepares audit workpapers for the fiscal year audit by researching and analyzing the year-to-date accounting information.
7. Assists in the preparation and construction of the University Internal Operating Budget by gathering information, analyzing financial data, and compiling the budget document.
8. Contributes to a work environment that encourages knowledge of, respect for, and development of skills to engage with those of other cultures or backgrounds.
9. Remains competent and current through self-directed professional reading, developing professional contacts with colleagues, attending professional development seminars, and attending training and/or classes as directed by the supervisor.
10. Contributes to the overall success of the assigned office by performing all other duties and responsibilities as assigned, maintaining high levels of accuracy, maintaining a professional demeanor and appropriate levels of confidentiality, and providing excellent customer service.
The Accountant is supervised by an assigned supervisor and may supervise various clerical staff, student, and temporary employees.
OFFICE OF HUMAN RESOURCES
REVISED APRIL 2011
JOB FAMILY 4
Factor 1: Professional Knowledge, Skill, and Technical Mastery
Level 3 - 1500 Points: Entry-level knowledge of the principles, concepts, practices, and methods of an administrative, managerial, technical, or professional specialty. Knowledge permits employee to carry out basic recurring tasks and routine portions of assignments or to carry out less demanding professional elements of assignments in professional or technical areas including accounting or auditing, financial management, business administration, human resources, law, engineering, science, or medicine, while gaining familiarity with the University's policies and goals, business practices, and/or accounting systems. This level of knowledge permits the employee to schedule and carry out the steps of a limited operation or project, or to complete stages of a multi-phase project. Alternatively, knowledge at this level might also permit the employee to carry out recurring tasks and routine assignments requiring moderate experience in specific areas within higher education. Knowledge at this level is typically acquired through a combination of formal education and/or training and experience that includes a requirement for a college degree in a specific technical or professional specialty. Knowledge requirements may also include a limited amount of related work experience. Alternatively, equivalent knowledge requirements at this level include a non-technical or general Bachelor's degree requirement with a moderate level of additional related work experience or a non-specific Master's degree requirement with some related work experience.
Factor 2: Supervisory Responsibility
Level 1 - 50 Points: Typically, little, if any, supervision of others is required. The job may require irregular but occasional responsibility to direct the work of student workers and/or temporary or part-time workers. The nature of supervision is largely confined to assigning tasks to others and does not include a full range of supervisory responsibilities. The amount of time spent on directing the work of others is normally a small portion of total work time.
Factor 3: Interactions with Others
Level 2 - 100 Points: Interactions are generally routine and structured involving employees inside the University, students, or the general public. The purpose may include obtaining or clarifying facts, coordinating work, solving recurring problems, or providing factual information to others. Contacts may be with coworkers or structured exchanges with students, faculty, or the general public, and are generally for the purpose of exchanging information.
Factor 4: Job Controls and Guidelines
Level 2 - 250 Points: The employee carries out a group of procedures using the general methods and desired results indicated by the supervisor. Typically, standard operating procedures, handbooks, and/or reference manuals exist for most procedures, but the employee must select from the most appropriate of several guidelines and make minor adjustments to methods. Unforeseen situations are normally referred to others for resolution. Assignments are related in function and objective, but processes, procedures, or software varies from one assignment to another. Based on the assignment, the employee uses diverse, but conventional, methods, techniques, or approaches. Employees in jobs at this level may perform work that is moderately complex, but normally performed within a fairly narrow and specific functional area.
Factor 5: Managerial Responsibility
Level 2 - 400 Points: Work involves services including collecting, processing, and disseminating information and providing advice to others. Work activities may be complex and likely affect the accuracy, reliability, or acceptability of further processes or services to the extent that others rely on the advice given in order to make decisions. Work activities typically affect the efficiency of the department but have relatively minor effects on operations within the cost center. Individuals in jobs at this level are often responsible for actively documenting, monitoring, and controlling expenditures. Incumbents may recommend minor expenditures, but have no substantive authority over budgets.