POSITION IDENTIFICATION
TITLE Fiscal Officer, Center for Resource Planning and Management
CLASSIFICATION NUMBER 2519
GRADE 44
CLASSIFICATION Exempt
IMMEDIATE SUPERVISOR Director, Center for Resource Planning and Management
GENERAL FUNCTION
The Fiscal Officer, Center for Resource Planning and Management under the supervision of the Director, Center for Resource Planning and Management, is responsible for the accounting, purchasing, and fiscal management functions of the Center for Resource Planning and Management (CRPM) and the Southwest Missouri Council of Governments (SMCOG or the Council) and related organizations and clients. The Fiscal Officer oversees the Southwest Missouri Revolving Loan Fund (RLF).
MINIMUM ACCEPTABLE QUALIFICATIONS
Education: A Bachelor’s degree is required. A degree in accounting or a related field is preferred. An equivalent combination of years of experience and education may be considered for substitution of educational requirements.
Experience: At least two years of relevant experience is preferred.
Skills: Knowledge of and aptitude with accounting procedures, tested and proven clerical aptitude, and the ability to operate a 10-key calculator and perform data entry on a personal computer are required. A working knowledge of word processing and spreadsheet applications is required. A working knowledge of or the ability to learn and use database applications, the administrative business system or enterprise resource planning system, and other systems or applications that may be used within the University or department is required. The ability to maintain moderately complex filing systems and records and make mathematical calculations are required. The ability to maintain departmental financial records and accounts and prepare financial reports is required. Ability to review loan applications, compile loan service documents, and process loan payments is required. Strong verbal and written communication skills are required. The ability to read, interpret, and follow state and federal program guidelines is required. The ability to work with minimal supervision, meet deadlines, and work efficiently in non-routine situations is required. The ability to develop knowledge of, respect for, and skills to engage with those of other cultures or backgrounds is required. Knowledge of and experience with QuickBooks is preferred. Knowledge of and experience with GMS accounting software is preferred. Experience with Banner and ARGOS software is preferred.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Daily and/or weekly responsibilities include:
1. Acts as financial administrator of programs related to agency operations.2. Supervises fiscal compliance with program requirements; reparation of journals, ledgers, books of account, and financial statements; and preparation of payroll and bill remittance.
3. Oversees the Southwest Missouri Revolving Loan Fund (RLF) by facilitating Loan Review Committee meetings; reviewing loan pre-application submittals and applications; assisting other staff and contractors in obtaining a credit memo and security agreements; presenting loan applications to the Loan Review Committee; processing loan payments; and completing other tasks to service the loan.
4. Analysis, tracking, and reporting for the Center and Council, related organizations, and programs; coordination of all agency purchases; implementation and maintenance of fiscal computerization; and participation in fiscal decisions regarding agency programs.
Monthly or bi-weekly responsibilities include:
5. Conducts financial reporting to the management staff, Council, and funding agencies.
6. Develops and monitors innovative fiscal management and internal control systems.
7. Prepares budgets for various programs.
Quarterly and/or semi-annual responsibilities include:
8. Prepares loan program financials, quarterly reports for various grants, and various reports for programs.
9. Prepares budgets for all organizations.
10. Recommends and supervises investments of agency reserve fund.
11. Prepares budgets and revises budgets for CRPM, SMCOG, and related organizations.
Annual responsibilities include:
12. Supervises and prepares year-end close-out.
13. Prepares internal audits and assists with annual C.P.A. audits of SMCOG and related organizations.
Year-round expectations for the position include:
14. Contributes to a work environment that encourages knowledge of respect for, and development of skills to engage with those of other cultures or backgrounds.
15. Remains competent and current through self-directed professional reading, developing professional contacts with colleagues, attending professional development courses, and attending training and/or courses required by the Director, Center for Resource Planning and Management.
16. Contributes to the overall success of the Center for Resource Planning and Management 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.
SUPERVISION
The Fiscal Officer, Center for Resource Planning and Management is supervised by the Director, Center for Resource Planning and Management and works closely with other planner positions, staff members, student interns, and outside agency staff.
OFFICE OF HUMAN RESOURCES
SEPTEMBER 2022
