Fiscal Specialist Supervisor
UW CODE AND REPRESENTATIVE GROUP
17068 (NE S SEIU 925 Supv)
22231 (NE H NI SEIU 925 Supv)
BASIC FUNCTION
Supervise others in fiscal record keeping and support services; perform moderately complex technical fiscal analysis and financial reporting including analysis, planning, interpreting and review of a fiscal operation involving an overlap or combination of disciplines.
DISTINGUISHING CHARACTERISTICS
As a working supervisor, supervise Fiscal Techs/Fiscal Specialists, clerical or other temporary/student support staff. With delegated authority, interview and recommend selection of applicants, conduct training, assign and schedule work, act upon leave requests, conduct annual performance evaluations and recommend disciplinary action.
Under general direction, perform and supervise the performance of a variety of moderately complex fiscal administrative support functions such as analyzing and developing budgets for grants, contracts, state funds and/or program funds; establishing and maintaining comprehensive fiscal record keeping systems; analyzing, establishing and maintaining cost center and/or self-sustaining accounts; maintaining professional fee records; and coordinating diverse unit-wide fiscal support functions such as payroll, travel reimbursement, purchasing and fiscal planning.
Exercise independent judgment in interpreting and applying rules and regulations to resolve problems; advise principal investigators, staff and administrators regarding applicable policy and procedures; select/recommend alternative courses of action. Positions at this level function in support of units with several diverse activities such as research, teaching, patient care, and community service programs.
TYPICAL WORK
Supervise staff performing a wide variety of fiscal record keeping functions, and other fiscally related activity such as payroll, travel reimbursement, purchasing and other office activities;
Develop, modify and maintain multiple record keeping and reporting systems for varied and complex sources of funding; develop procedures for implementation, execution, control and review/audit of fiscal operations;
Develop budgets for grants, contracts or other funding requests; prepare appropriate forms for contracts and agreements; develop, recommend, and/or establish charge schedules for cost center and/or self-sustaining accounts; calculate depreciation and amortization of equipment;
Forecast fiscal needs/commitments; develop long-term planning documents; participate in the planning of new programs by conducting analysis of unit needs and resources and making revenue projections;
Prepare specialized reports; conduct special studies to research and/or justify fiscal requests/needs;
Evaluate unit programs through comparison of actual performance with budgeted/planned objectives; research and determine causative factors in expenditure trends; formulate and recommend corrective action;
Analyze, modify and recommend improvements in subsidiary and general fiscal record keeping systems; apply knowledge of accounts and program relationships, data flow, audit trails and internal controls to design and implement financial data systems;
Perform duties of Fiscal Specialist II;
Perform related duties as required.
MINIMUM QUALIFICATIONS
Three years of experience at a level equivalent to Fiscal Specialist I AND 30 quarter hours or 20 semester hours of college level accounting OR equivalent combination of education/experience.
CLASSIFICATION HISTORY
06/07/1991: New Class
04/01/2001: Revise Class
06/01/2005: CSR Class Conversion
09/08/2023: Revise MQs