UNIVERSITY OF WASHINGTON

Specification for Class

FISCAL SPECIALIST 1

UW CODE AND REPRESENTATIVE GROUP

7036 (SEIU Local 925 Clerical Nonsupervisory)

CLASS SERIES CONCEPT

Provide administrative support to administrator or manager in the area of fiscal and/or business management. Apply principles of financial management to perform such functions as record keeping, auditing, analysis, budgeting, payroll, travel, purchasing and other types of fiscal operations.

BASIC FUNCTION

Provide fiscal support in areas such as budget maintenance, payroll, purchasing, travel, expenditure control and/or fiscal analysis.

DISTINGUISHING CHARACTERISTICS

First-level class of series; under general supervision, perform one or more fiscal administrative support functions for a department, research center or other organizational unit such as establishing and maintaining a comprehensive system for recording fiscal activity; coordinating purchasing functions and expenditure control; coordinating payroll/personnel record keeping functions; or maintaining revenue account records. Incumbents use established procedures in recording, summarizing and reporting fiscal activity.

TYPICAL WORK

Maintain and modify fiscal record keeping systems, databases, and spreadsheets; review fiscal records; identify trends; assist in formulating corrective action;

Maintain a record keeping system for recording budget transactions; review budget reports, verify accuracy and take corrective action if necessary; reconcile budget status reports and prepare expenditure projections; notify appropriate individual of any projected or actual over- or under-expenditures;

Maintain purchasing records and resolve problems; review, approve and allocate purchase to proper budget and category; ensure compliance with departmental, institutional and/or granting agency policies, rules and regulations;

Maintain personnel and payroll records; calculate salary and benefits costs; initiate, record and ensure the accuracy of personnel and payroll action documents; control petty cash records;

Maintain and process travel expense records; ensure compliance with state and institution regulations and procedures; allocate travel expenses to appropriate budgets;

Prepare, compile and provide fiscal reports such as year-end reports, budgetary reports, and auditing reports;

Assist higher level fiscal officers with accounting/reporting summary information, analysis of financial reports and development of procedures; assist with the development of budgets for grant or program requests; may consult with funding agencies to resolve problems and interpret guidelines;

May direct the work of others;

Perform related duties as required.

MINIMUM QUALIFICATIONS - UW Contract Classified
DESIRABLE QUALIFICATIONS - Classified Non-Union

Three years of fiscal record keeping experience, or equivalent education/experience.

 

New Class (Budget Coordinator): 6-16-73
Revise Code, Class, & Title (Budget Coordinator A): 1-18-74
New Class (Budget Coordinator B): 1-18-74
Revise Class/Title/Index: 1-20-86
Revise Class/Title: 6/7/91
Revise Class: 4/1/01

CSR Class Conversion (mc): 06-01-05