UNIVERSITY OF WASHINGTON
Specification for Class
UW CODE AND REPRESENTATIVE GROUP
7336 (SEIU Local 925 Clerical Nonsupervisory)
CLASS SERIES CONCEPT
Performs budget analysis duties in accordance with Generally Accepted Accounting Principles (GAAP) and OFM regulations. Performs complex technical fiscal analysis and financial reporting. Use and modify complex computer budget models to make budget projections and identify funding allotments in developing and administering grant applications and operating budgets.
Design, develop, evaluate and interpret financial information systems and budget/fiscal policies and procedures for management staff. Perform operating or capital budget analyses and prepare/analyze fiscal and narrative reports for use in developing institutional budgets, allotments, and redistribution/fund requests. Perform complex technical fiscal analysis and financial reporting including planning, interpreting and review of a fiscal operation involving an overlap or combination of disciplines to achieve the strategic goals of the organization.
Journey level class of series. Under general direction, perform a variety of complex operating, capital budget or fiscal administrative support functions such as analyzing and developing budgets for grants, contracts, state funds, and/or program funds; assisting in the development of financial/fiscal policies; identifying project expenditure/revenue patterns; analyzing proposed legislation and project fiscal impacts; preparing analyses and narrative in support of program plans and budget requests; evaluating financial alternatives and recommending appropriate action; establishing and maintaining comprehensive fiscal record keeping systems; and recommending or implementing changes to fiscal information systems which have department-wide impact.
Positions at this level typically function in support of units with diverse activities such as research, teaching, patient care, and community service programs.
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;
Participate in preparation of the institution biennial budget request including reviewing, analyzing and summarizing fiscal data and writing narrative justification. 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; analyze proposed legislation and project fiscal impact;
Conduct various statistical analyses and modeling involving fiscal/budget data; develop long-term planning documents in support of strategic goals; integrate and align activities with organizational direction/mission; participate in the planning of new programs by conducting analysis of unit needs and resources and making revenue projections;
Consult with funding agencies to resolve problems and/or obtain approval for deviation from authorized procedures or expenditures; advise and assist organization's staff regarding budgetary policies and procedures, account status;
Prepare specialized reports; conduct special studies to research and/or justify fiscal requests/needs; develop computer budget models, formulas, and procedures to be used in allocating and tracking special appropriations;
Prepare and track operating and capital allotments for the institution; track and project revenue and expenditures by specific funding category;
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;
Select, develop, implement and/or modify manual or automated fiscal reporting/tracking processes to address specific unit needs;
May direct the work of others;
May interact with other state agency staff to exchange information or confer on technical questions;
Perform related duties as required.
MINIMUM QUALIFICATIONS - UW Contract Classified
DESIRABLE QUALIFICATIONS - Classified Non-Union
A Bachelor's Degree with major study in accounting, business administration, or related field and two years of work experience as a Fiscal Specialist, or equivalent combination of education/experience.
New Class: 1/3/73
Revised Class: 6/5/92
Revised Class/Title: 2/1/01