4038 Financial Reporting and Technology Specialist

CLASSIFICATION Exempt

IMMEDIATE SUPERVISOR Director, Financial Systems, Reporting, and Planning

MAJOR ADMINISTRATOR Vice President/Chief Financial Officer

GENERAL FUNCTION

The primary job duty of the Financial Reporting and Technology Specialist is to utilize an understanding of generally accepted accounting principles and the financial information being analyzed to provide financial reporting for the Finance Division and its components as well as other areas of the University including query and financial report development, documentation development, training, business process consulting, and other independent special projects as they pertain to the financial systems and dissemination of the information maintained in them. The Financial Reporting and Technology Specialist provides technology support by performing web page maintenance, assuring data security, and providing hardware and software support

MINIMUM ACCEPTABLE QUALIFICATIONS

Education: A bachelor’s degree in accounting, business, or computer information systems is required. Course work in both accounting and/or computer information systems is preferred.

Experience: One year of experience performing similar duties is preferred.

Skills: Experience using word processing software and electronic spreadsheets is required. Strong computer skills and strong oral and written communication skills are required. The ability to learn basic accounting concepts and reporting requirements is required; knowledge of basic accounting principles and financial reporting is preferred. The ability to work with employees at all administrative levels is required. The ability to work independently and follow through on projects and work assignments is required. Must be detail oriented. Competency in the use of query and report tools is preferred. Experience with database packages and web page design software is preferred.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Supports division goals by efficiently gathering, organizing, analyzing, and disseminating financial information.

2. Creates and maintains financial reports for the division and other units of the University as needed by utilizing various query development and reporting tools and provides consultation as to how financial information can be used to help University units meet their goals and objectives.

3. Ensures the integrity and accuracy of financial reporting by understanding the financial information that is being presented and the accounting principles being followed within the division and the university.

4. Develops and maintains documentation and provides training on the use of custom queries and reports.

5. Assists in the development and maintenance of web pages and web applications as they pertain to the division.

6. Maintains an understanding of both University security policies and external regulations that govern the disclosure of financial information and assists in ensuring that these policies and regulations are followed within the division.

7. Provides consulting and support to other division staff by maintaining a working knowledge financial information available, accounting principles, reporting tools, and the hardware and software being used within the division.

8. Exercises discretion and independent judgment, applies generally accepted accounting principles, and uses effective interpersonal communication, time-management and problem-solving skills when developing financial reports, queries, and training, providing business process consulting, serving on committees, or independently bringing special administrative projects through to completion as assigned.

9. Remains competent and current through self-directed professional reading, developing professional contacts with colleagues, attending professional development courses, and attending training and/or courses as directed by the supervisor.

10. Contributes to the overall success of the division by performing all other essential duties and responsibilities as assigned.

SUPERVISION

The Financial Reporting and Technology Specialist is supervised by the Director, Financial Systems, Reporting, and Planning.

OFFICE OF HUMAN RESOURCES

JUNE 2011

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 3 - 250 Points: The purpose of interactions is to advise or counsel others to solve recurring and structured problems, and/or to plan or coordinate work efforts with other employees who are working toward common goals in situations where relationships are generally cooperative. Interactions are moderately structured and routine and may involve employees in different functions, students, and/or the general public. These types of interactions require normal interpersonal skills.

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.