Administrative & Staff Job Classifications

Class Specification Title:  Fiscal Support Technician

Series: Fiscal - Fiscal Support

Levels in series: 1 | 2 | 3 

CLASS SUMMARY

The Fiscal Support Technician is the second level of a three level Fiscal -Fiscal Support series. Incumbents perform technical level duties in serving as a lead to staff, balancing cash drawers, monitoring and processing bookkeeping information, monitoring financial accounts, and processing new hire employee information. The Fiscal Support Technician is distinguished from the Fiscal Support Assistant by its responsibility of performing technical level work. The Fiscal Support Technician is distinguished from the Fiscal Support Specialist that has paraprofessional responsibilities.

TYPICAL CLASS ESSENTIAL DUTIES

These duties are a representative sample; position assignments may vary.

1. May serve as a lead to staff to include assigning and monitoring work, and providing direction. Varies 0-10%
2. Processing monetary transactions, to include tuition and other student issues, applications, certificates, and other fiscal services, processing and calculating promissory notes, employee/staff fee waivers, disbursing petty cash, travel advances and other financial activities recorded in both manual and computerized systems. Daily 25%
3. Balancing account and cash drawers, preparing cash reconciliation reports, bank deposits and other financial and budget reports, and resolving discrepancies in both manual and computerized systems. Daily 10%
4. Monitoring payroll and other financial accounts, such as grants, and resolving discrepancies; tracking budget activities; processing budget adjustments; transferring funds into appropriate accounts; reconciling accounts. Daily 15%
5. Reviewing, processing, coding, and auditing P-card purchases, purchase requisitions, purchase orders, charge backs, expense reports, invoices, capital equipment and/or material requests; setting up vendors in computerized databases; maintaining related documentation.  Daily 10%
6. Providing customer service by responding to student, faculty, and staff questions and concerns, such as tuition fees or graduation requirements. Daily 10%
7. Performing general office tasks, such as answering phones and taking messages, creating and maintaining filing and bookkeeping systems, preparing reports and processing new hire employee paperwork.  Daily 10%
8. Maintaining inventories and accurate records, including payroll timesheets, equipment, vehicle, and key logs; purchasing office supplies. Daily 10%
9. Performing other duties of a similar nature or level. As Required

POSITION SPECIFIC RESPONSIBILITIES MIGHT INCLUDE:

Incumbents assigned to business services may be responsible for:

• Dispensing payments, such as travel advances and petty cash
• Obtaining pricing and ordering information
• Monitoring departmental or program budgets

Incumbents assigned to cashiering may be responsible for:

• Accepting payments, such as tuition and other student fees
• Dispensing payments, such as pay checks, travel advances and petty cash
• Balancing cash drawers and generating Enterprise Resource System reports

Incumbents assigned to designated programs may be responsible for:

• Posting transactions to appropriate journal and ledge accounts
• Encumbering requisitions an ensuring accounts are balanced
• Coordinating the processing and approval of financial documents, such as bills, invoices or vender payments

Incumbents assigned to box office may be responsible for:

• Coordinating and participating in ticket sales
• Preparing box office revenue reports
• Posting sales to ticket inventories and expense revenue summaries

Training and Experience (positions in this class typically require):
High School Diploma, or General Equivalency Degree, and two years of bookkeeping or accounting support experience; or, an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above.

Licensing Requirements (positions in this class typically require):
Some positions may require: Notary Public Commission.

Knowledge (position requirements at entry):
Knowledge of:

• Bookkeeping principles
• Basic accounting principles
• Customer service principles
• Applicable local, state and federal laws and regulations
• Modern office equipment
• Basic inventory control principles

Skills (position requirements at entry):
Skill in:

• Prioritizing and assigning work
• Providing customer service
• Using computers and applicable software
• Processing teller transactions
• Using modern office equipment
• Balancing and reconciling cash drawers and deposits
• Resolving bookkeeping and accounting discrepancies
• Communication and interpersonal skills as applied to interaction with coworkers, supervisor, the general public, etc. sufficient to exchange or convey information and to receive work direction

Physical Requirements:
Positions in this class typically require: fingering, talking, hearing, seeing and repetitive motions.

Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

NOTE:  The above job description is intended to represent only the key areas of responsibilities; specific position assignments will vary depending on the business needs of the department.

Classification History:
Draft prepared by Fox Lawson & Associates LLC (DJG/LM)
Date: 02/01
Revised by Human Resources 01/05