Fiscal Specialist 2

Department:
Fiscal

Anticipated

Work Schedule:

Monday through Friday, 8:30 AM - 4:30 PM

Reports To:

Manager, Accounts Payable

Full Time or Part Time:
Full Time

Regular or Temporary:
Regular

Bargaining Unit: N/A

Classified or Unclassified:
Classified

FLSA:
Exempt

Summary

The purpose of this classification is to plan and coordinate fiscal and budget activities for a County department or specialized fiscal section of a division and to perform lead worker responsibilities.

Distinguishing Characteristics

This is a journey level classification that is responsible for performing and coordinating a variety of fiscal and budgetary projects, reports, and duties. Employees in this classification work under general supervision from a supervisor or manager level position. The incumbent ensures that activities are performed in a timely manner and according to policies, procedures, and related regulations. The Fiscal Specialist 2 has greater autonomy and responsibility in performance of responsibilities than the Fiscal Specialist 1 and may lead project work.

The Fiscal Specialist 2 is assigned work that is more technical/project oriented in nature and more advanced budgets/programs.

Essential Job Functions

* Performs, plans, coordinates, and monitors technical and administrative duties in support of financial activities and operations for a department or specialized fiscal section of a department or division; assists with managing fiscal programs, projects, and/or grants; prepares, processes, and reviews expense adjustments, appropriation adjustments, budget transfers, requisitions, and purchase orders; researches, collects, and compiles information to prepare and maintain technical records and reports related to fiscal activities and operations;

oversees preparation and maintenance of records, reports, and studies related to fiscal activities and operations and ensures compliance with department guidelines and county, state, and federal regulations; receives, reviews, and completes processing of daily deposits and payments including invoices, wire payments, revenue receipts, and vouchers; adjusts, balances, and reconciles accounts, bank statements, petty cash funds, and deposits; monitors and tracks expenditures;

monitors and ensures proper coding of revenues, expenditures, and adjustments in database; controls funds distributions to various accounts; monitors contracts and contract activities for program compliance; monitors reimbursement of monies or expenditure of funds for state and federal programs; researches payment and reimbursement discrepancies and past due and problem invoices and resolves; contributes to development of fiscal, budget, and accounting procedures as requested;

ensures operational compliance with applicable department, County, state and/or federal regulations.

* Performs and coordinates budget and/or fiscal agenda preparation duties for moderately advanced budgets and programs; assists management with budget development and preparation; conducts research and analysis to plan and project future expenditures and potential variances; monitors assigned budgets, budget allocations, expenditures, and changes in appropriations; analyzes assigned budgets to ensure consistency and accuracy; performs and oversees preparation and maintenance of financial records and reports;

assists with maintaining expenditure control and fiscal accountability with budget; analyzes budget trends and fiscal activities of assigned area of responsibility; advises and consults with management concerning accounting and financial implications of existing and projected department operations; contributes to development of policies and procedures as they relate to department budget and fiscal operations as requested; ensures budget procedures and reports are consistent with department, county, state, and federal guidelines.

* Performs supporting administrative responsibilities; prepares and maintains various reports, records, and other documents; responds to emails and phone calls; attends various trainings, workshops, and meetings; acts as department representative at various meetings, seminars, and workshops; coordinates the provision of reports and information for audits; coordinates with other County agencies on financial report preparation; provides information regarding budgets and fiscal operations to budget and fiscal personnel and clients;

provides information in response to provider/vendor requests; manages the organizing and maintenance of department files and information in databases

Minimum Requirements

* Bachelor's degree in accounting, business administration, finance, or related field with one (1) year of accounting, finance, or budget management experience; or any equivalent combination of education, training, and experience as defined below.

Highest degree of education attained

Experience required

High school diploma/GED

5 years

Unrelated associate degree

4 years

Related associate degree

3 years

Unrelated bachelor's degree

3 years

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