Program Account Specialist

Position Description

Program Account Specialist

Position Number: CM-206-2024

Division: School of Continuing Education

Department: School of Continuing Education Division Office

FTE: 100

Term (month/year): 12 Months/Year

Annual Salary Step Range: $73,204.56 - $93,429.36

Initial Screening Date: 01/22/2025

Open Until Filled: Yes

The School of Continuing Education (SCE) is a large division serving noncredit and community education students. This position monitors and processes the division’s accounting, budgeting, and related financial matters, acting as the primary liaison between SCE departments and campus Fiscal Services.

Definition: Under general supervision, performs a variety of difficult and complex technical accounting and administrative support duties in the preparation, maintenance, and processing of accounting, budgeting, and related financial transactions; maintains and audits financial accounts and records of the assigned program, department, and/or division and assists in the preparation of financial reports, summaries, and analyses in coordination with the Fiscal Services Department;

provides responsible technical accounting support to professional staff.

Supervision Received and Exercised: Receives general supervision from assigned managerial personnel. Exercises no supervision of staff. May provide functional and technical direction and training to student or hourly workers, and to staff, as assigned.

Class Characteristics: This is the advanced journey-level in the Program Account support class series. Incumbents are cross trained to perform the full range of technical work in general accounting, budgeting, and related areas, in addition to performing a variety of record-keeping, reconciliation, and accounting support activities. Incumbents perform the most difficult and complex types of duties assigned to the class series, exercising a high level of independent judgment and initiative.

Incumbents are required to be fully trained in all procedures related to the assigned functional area. This class is distinguished from the Program Account Technician class in that the former performs routine technical accounting and administrative support work.

• Prepares, maintains, verifies, and reconciles a variety of accounting and financial transactions and reports; audits and reviews financial records for accuracy.
• Processes information and develops reports using standard word processing and spreadsheet software, as well as accounting, financial, and other related electronic information systems.
• Researches all sources of revenue.
• Follows internal control procedures for assigned function reviews and recommends changes to office procedures.
• Assists in the preparation of monthly, quarterly, and year-end financial summary reports; recommends year-end budget carry-overs.
• Assists in problem solving, research, and reconciling actual expenditures with budgeted amounts; provides technical assistance regarding budget activities; prepares expenditure and progress reports for the program.
• Assists in the preparation and monitoring of program, division, and/or department budgets; determines fund availability; requests, processes, records, and prepares budget transfers and budget revisions; prepares accounting and budget reports, projects revenues, and expenditures; reviews requisitions and expenditures for proper coding with respect to the budget.
• Assists in the compilation and preparation of program budgets, calculates budget projections, reviews expenditures and budget transfers for compliance with funding agency requirements.
• Assists with salaries and benefits projections; projects position expenditures and determines savings; ensures available budget.
• Reviews, examines, and processes requisitions; researches vendors and obtains price quotes.
• Reviews travel and mileage reimbursement requests; verifies calculations, account numbers, and required documentation; prepares claim statements and requisitions.
• Develops various accounting, financial, and budgetary reports as needed.
• Generates correspondence and responds to a variety of customer, vendor, and staff questions and…