Oregon Public Universities

 

Classification Specifications

FISCAL COORDINATOR 1

Classification Number: 1205

SALARY RANGE

  Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10
Salary Range 25 $3659 $3834 $4015 $4217 $4416 $4627 $4848 $5087 $5338 $5601

GENERAL DESCRIPTION OF CLASS

The FISCAL COORDINATOR 1 participates in the analysis, planning, interpreting, and review of a fiscal operation. The Fiscal Coordinator 1 performs duties which are concerned primarily with fiscal affairs and the translation of past and proposed operations into meaningful and relevant information for use in the overall management process. Employees use accounting theory to perform such functions as accounting, auditing, analysis, budgeting, reporting payroll, and other types of fiscal operations. Work is characterized by coordination and correlation of functions into a system of control and management.

DISTINGUISHING FEATURES

This is the first level of a two-level series. It is distinguished from the higher level by emphasis on analysis of a single fiscal function (e.g., purchasing or cash receipts) and less diversity in fiscal operations.

DUTIES AND RESPONSIBILITIES

Allocation of positions to this class will depend on the total work performed which may include one or a combination of the duties or tasks listed below.

  1. Development. Typical tasks: creates policies and procedures for implementation, execution, control, and review/audit of fiscal operation; develops long range planning documents; develop appropriate forms for contracts, agreements; develop or research manual or automated fiscal reporting/tracking systems; forecasts fiscal needs/commitments; conducts special studies to research and/or justify fiscal requests/needs.
  2. Reports. Typical tasks; prepares, compiles, and provides a variety of fiscal reports such as year-end reports, budgetary reports, auditing reports, and recommendations involving both data and narrative reporting and interpreting.
  3. Technical Operations. Typical tasks; oversees or conducts technical fiscal functions involving accounting, budgeting, payroll, auditing, analysis, grants, purchasing, inventory, assuring that all financial transactions and reporting comply with generally accepted accounting principles, legal compliance with regulations, procedures, and policies.
  4. Accounting Systems. Typical tasks; studies, modifies, and recommends improvements in subsidiary and general accounting systems; applies knowledge of accounts and program relationships, data flow, audit trails, and internal control systems to the efficient and accurate processing of financial data; designs and implements improved data collection procedures; applies knowledge of GAAP, fund accounting, program regulations, and management requirements in developing and reviewing system output reports.
  5. Accounting. Typical tasks: applies accounting theory and knowledge of GAAP, fund accounting, legal requirements, and internal control procedures to analyze accounting and fiscal policies; responsible for determining appropriateness and effectiveness of transactions and that accounting system output properly reflects program or agency operations. Reviews, evaluates, and implements corrective action in response to audit findings.
  6. Analysis. Typical tasks: evaluates agency programs through comparison of actual performance with planned objectives; researches and determines causative factors in expenditure trends, interprets and interrelates various program trends, formulates and recommends corrective action.
  7. Budgeting. Typical tasks: develops agency budget or major component of agency budget; forecasts and analyzes revenue and expenditure trends; actively participates in budget formulation.

RELATIONSHIPS WITH OTHERS

Employees in this class have frequent in person, telephone, and written contact with agency staff and management, technical staff, and management at other state agencies, and vendors in order to exchange information, address procedural questions, collect data, make recommendations and clarifications, secure approvals, provide assistance, and solve problem. Topics include legality, appropriateness, status, policy, and procedure.

SUPERVISION RECEIVED

Employees in this class receive general supervision from an administrative or academic supervisor. Work is self-initiated based on agency wide policy or may be assigned orally or in writing and is reviewed for overall results. Work must comply with generally accepted principles, legal compliance with State statutes, regulations, procedures, and policies established by the agency, other State and Federal agencies, and collective bargaining contracts. Work is performed independently and reviewed through periodic progress reports and/or meetings with administrative superior.

GENERAL INFORMATION

Positions are found in central and remote locations throughout state government (e.g., general government agencies, human or natural resource agencies, correctional, mental health, or higher education institutions, hospitals, etc.). They require the willingness to work within the environment associated with the position's location.

MINIMUM QUALIFICATIONS

A Bachelor's degree with 24 quarter (16 semester) hours of accounting courses and two years of accounting experience*; OR

A CPA or PA certificate and two years of accounting experience*; OR

24 quarter (16 semester) or 240 clock hours of accounting courses and three years of accounting experience*.

*Accounting experience must include at least 6 of the following:

  • documenting and resolving problems within an accounting system;
  • classifying revenues and expenditures to funds and accounts;
  • ensuring accounting system conforms with applicable controls;
  • reconciling accounts to general or control ledgers;
  • preparing journal vouchers;
  • applying accounting principles to one or more functional areas; i.e., AR, AP, etc.,:
  • tracing errors through accounting system;
  • processing data using a computer;
  • communicating technical material orally and in writing;
  • applying computer report information;
  • knowledge of governmental and fund accounting;
  • applying PC spreadsheet, database, and word processing software.

Be specific in addressing your training and/or experience to the areas listed in the minimum qualifications.

All courses must be from accredited colleges, universities, or private vocational schools.

Transcripts must be submitted for all required and/or related courses.