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State of Washington Classified Job Specification

FISCAL SPECIALIST SUPERVISOR

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FISCAL SPECIALIST SUPERVISOR
151H
Category: Financial Services

Definition

Supervise others in fiscal record keeping and support services; perform 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

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 complex and varied 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; coordinating diverse unit-wide fiscal support functions such as payroll, travel reimbursement, purchasing and fiscal planning.  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 others in maintaining fiscal record keeping functions; 

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 recordkeeping 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 2; 

Perform related duties as required.

Legal Requirement(s)

There may be instances where individual positions must have additional licenses or certification. It is the employer’s responsibility to ensure the appropriate licenses/certifications are obtained for each position.

Desirable Qualifications

Three years of experience at a level equivalent to Fiscal Specialist 1 

AND 

15 quarter hours or 10 semester hours of college level accounting 

Equivalent education/experience.

Class Specification History

New Class: 6/7/91
Revised new class code: (formerly 2068) effective July 1, 2007

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