Oregon Public Universities

 

Classification Specifications

FISCAL COORDINATOR 2

Classification Number: 1207

SALARY RANGE

  Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10
Salary Range 29 $4416 $4627 $4848 $5087 $5338 $5601 $5868 $6157 $6455 $6772

GENERAL DESCRIPTION OF CLASS

The FISCAL COORDINATOR 2 assigns and participates in the analysis, planning, interpreting, and review of a fiscal operation usually involving an overlap or combination of disciplines. The Fiscal Coordinator 2 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 advanced accounting theory to perform such functions as accounting, auditing, analysis, budgeting, reporting payroll, and other types of fiscal operations. Work is characterized by assignment of work, review of work, and correlation of functions into a system of control and management.


DISTINGUISHING FEATURES

This is the second level of a two-level series. It is distinguished from the lower level by emphasis on analysis of multi-fiscal functions (e.g., cash receipts and payments or reporting), greater diversity in fiscal operations, and greater responsibility to inform and recommend solutions to higher level decision makers. Emphasis is more on policy interpretation and fiscal projections.


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: approves and creates policies and procedures for implementation, execution, control, and review/audit of fiscal operation; develops long range planning documents; develops appropriate forms for contracts, agreements; develops or researches 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: directs the preparation of analyses and evaluates a variety of fiscal reports such as year-end reports, budgetary reports, auditing reports, and recommendations involving both data and narrative reporting and interpreting. May also be involved with preparation of reports, especially forecasts.
  3. Technical Operations. Typical tasks: reviews or conducts technical fiscal functions involving accounting, budgeting, payroll, auditing, analysis, grants, purchasing, inventory, etc. 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 implements or directs implementation of improvements in subsidiary and general accounting systems; applies extensive knowledge of accounts and program relationships, data flow, audit trails, and internal control systems to the efficient and accurate analyses and processing of financial data; designs and implements improved data collection procedures; applies advanced knowledge of GAAP, fund accounting, program regulations, and management requirements in developing and reviewing system output reports.
  5. Accounting. Typical tasks: applies advanced accounting theory and knowledge of GAAP, fund accounting, legal requirements, and internal control procedures to develop or 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 and/or required policy changes.
  7. Budgeting. Typical tasks: develops agency budget or major component of agency budget; forecasts and analyzes revenue and expenditure trends; actively participates in budget policy 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 problems. 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 accounting 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

Twenty four (24) quarter, 16 semester or 240 clock hours of accounting courses and three years of *accounting experience; OR a CPA or PA certificate and three years of *accounting experience.

*Accounting experience must include at least 8 of the following:

  • creating policies and procedures for fiscal operations;
  • assuring that accounting system reflects program/agency operations;
  • analyzing impact of regulations/changes on accounting budgeting systems;
  • assuring fiscal transactions comply with accepted accounting practices, policies, and procedures;
  • formulating and recommending corrective actions as well as accounting system improvements;
  • developing and monitoring system generated reports,
  • preparing and distributing a variety of fiscal reports;
  • applying computer spreadsheets and accounting software;
  • responsibility for an organization's total accounting functions;
  • knowledge of governmental and fund accounting;
  • analyzing and interpreting financial data;
  • applying audit standards to internal procedures;
  • communicating technical material orally and in writing;
  • solving accounting system and application problems;
  • preparing budgetary and GAAP financial statements;
  • ensuring compliance with federal/state laws and administrative policies.

On your application, 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.