Performs professional duties in the creation and maintenance of accounting records, the verification and documentation of financial transactions, or the preparation and management of agency budgets.
This class is intended for use at the entry level of the professional accounting/fiscal analyst profession. Some positions have supervisory responsibilities.
Distributes budgetary instructions and develops and/or explains the use of budgetary forms. Interprets policies and procedures and prepares budgetary reports and amendments for review. Reviews complex budgetary requests for completeness, verifies estimates, summarizes budgetary statements of program activities and objectives, and analyzes program benefits/cost-effectiveness measures. Calculates personal service expenditures, allots appropriated personal service funds, monitors personal service fund changes, and apprises management of unbudgeted actions. Analyzes transactions in specific accounts, including operating revenues, operating revenue deductions, and investments. Determines the propriety of the inclusion of specific charges in each account. Analyzes, prepares, and distributes various financial and fiscal reports and statements for internal and external use. Ensures the accurate documentation of all financial transactions. Applies and supervises the application of the principles of accounting theory to alter and maintain an accounting system. Develops methods for recording and monitoring financial transactions and directs the preparation of financial reports. Supervises the accounting and compliance activities of a grants and contracts unit. Evaluates assigned programs and assists in developing program performance standards. Uses process modeling tools or assists in the development of process modeling tools. Develops budgetary forecasts based on reviews of programmatic needs and requirements, expenditure and funding trends, and anticipated general economic changes. Analyzes and recommends alternative funding and spending options in the preparation of annual and five-year budgets for review by agency management. Creates and applies budgetary performance goals to measure the financial efficiency and program effectiveness of complex agency programs and services. Processes transactions concerning assimilation of payroll information, the processing of payroll changes, the distribution of payroll checks, the accounting control of payroll deductions, the recording of financial transactions, the balancing and reconciling of accounts, the verification of accounting documents and the preparation of summary financial statements. Uses highly automated integrated systems to record and process financial transactions.
Knowledge of the principles, practices, theories, and terminology of accounting, auditing, banking, budgeting, and financial management. Knowledge of state government fiscal and accounting processes. Knowledge of office practices and procedures. Knowledge of financial statement analysis. Ability to proficiently apply mathematical concepts. Ability to interpret and analyze financial data, records, and reports. Ability to supervise subordinates. Ability to establish and maintain effective working relationships with others. Ability to communicate effectively both orally and in writing.
A high school diploma and professional experience in a related area such as accounting, auditing, finance, or banking. A bachelor's degree with multiple accounting courses may be substituted for the required work experience.