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JOB DESCRIPTION
(Example)
SUMMARY:
Performs basic accounting functions such as ledger/fund
maintenance, cost analysis, fund reconciliation, posting, and
fiscal control of inventory. Prepares financial reports from
standard operating statistics and/or financial data.
Investigates and resolves problems related to funds, budgets,
expenditures, and/or procurement practices. Provides assistance
in the development, implementation, and management of fiscal
systems and procedures, applying basic concepts, methods, and
techniques. May serve as unit/area transaction initiator.
DUTIES AND RESPONSIBILITIES:
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Monitors revenue and expenses for
departmental or unit accounts; ensures expenditure control
and compliance with funding and reporting requirements,
university policy, and standard accounting procedures.
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Constructs routine spreadsheet applications,
prepares financial data for input into finance and human
resources systems, and generates reports; performs
calculations which may include interest and depreciation.
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Coordinates the preparation of regularly
scheduled and special billings, costs reports, analyses,
studies, inventories, and financial statements for local,
state, federal and private funding sources.
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Reviews and approves expenditure, personnel,
and purchasing documents for availability of funding,
mathematical correctness, and compliance with university
policy and state and federal funding requirements.
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Analyzes, reconciles, balances, and maintains
accounting records; develops budgets and special financial
reports.
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Prepares, reviews, and processes budget,
revenue, expense, payroll, and related correcting entries
and may prepare bank reconciliations of intermediate
complexity.
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Interacts with and trains client department
staff regarding finance policies and procedures and funding
requirements; serves as liaison with client department
representatives, vendors, funding source representatives,
and patients.
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May coordinate and monitor data processing
batches including suspense control, cash counts, and
balancing.
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May supervise and/or lead lower graded staff
and/or student employees.
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May assist in audits and prepare audit work
papers.
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Performs miscellaneous job-related duties as
assigned.
MINIMUM JOB REQUIREMENTS:
Bachelor's degree to include successful completion of
university-level intermediate accounting; no previous work
experience required.
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
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Knowledge of federal and state financial
regulations, and university financial policies and
procedures. |
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Knowledge of computerized information systems
used in financial and/or accounting applications.
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Ability to analyze and interpret financial
data and prepare financial reports, statements and/or
projections. |
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Account balancing and reconciling skills.
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Knowledge of standard and/or fund accounting
principles, methods, and applications. |
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Knowledge of finance, accounting, budgeting,
and cost control procedures. |
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Ability to set up and maintain financial
accounts and ledgers. |
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Working knowledge of MS Excel spreadsheet
software to quantify and illustrate routine financial
reports, statements, and/or projections. |
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Ability to communicate effectively, both
orally and in writing. |
DISTINGUISHING CHARACTERISTICS:
Position requires: a) preparing financial reports, statements,
and projections using standard and fund accounting principles,
methods and applications on an automated accounting system or
spreadsheets; b) reconciling, balancing and maintaining standard
accounting records, and c) Preparing and monitoring budgets
using finance, accounting, budgeting and cost control
procedures.
CONDITIONS OF EMPLOYMENT:
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Compliance with all rules and regulations is
required. |
WORKING CONDITIONS AND PHYSICAL EFFORT:
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Work is normally performed in a typical
interior/office work environment. |
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No or very limited physical effort required.
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No or very limited exposure to physical risk.
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