UNIVERSITY OF WASHINGTON

Specification for Class

FISCAL SPECIALIST 2

UW CODE AND REPRESENTATIVE GROUP

7037 (SEIU Local 925 Clerical Nonsupervisory)

BASIC FUNCTION

Perform 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

Under general direction, perform a variety of moderately 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; and coordinating diverse unit-wide fiscal support functions such as payroll, travel reimbursement, purchasing and fiscal planning. Positions at this level typically function in support of units with diverse activities such as research, teaching, patient care, and community service programs.

TYPICAL WORK

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;

Working with the Fiscal Analyst/Supervisor, forecast fiscal needs/commitments; develop long-term planning documents; participate in the planning of new programs by conducting analysis of unit needs and resources;

Consult with funding agencies to resolve problems and/or obtain approval for deviation from authorized procedures or expenditures;

Prepare specialized reports; conduct special studies to research and/or justify fiscal requests/needs;

Conduct comparisons of actual performance with budgeted/planned objectives; research and determine causative factors in expenditure trends; identify potential corrective actions;

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;

Maintain and/or modify manual or automated fiscal reporting/tracking processes to address specific unit needs;

May direct the work of others;

Perform duties of Fiscal Specialist I;

Perform related duties as required.

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

Two years of experience at a level equivalent to Fiscal Specialist I AND 15 quarter hours or 10 semester hours of college level accounting, 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/MQ: 6/7/91
Revise Class: 4/1/01

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