Generic Summaries for Business/Accounting

Accounting

Accounting Assistant II - Grade 3

Position Summary

Processes various financial documents and data. Analyzes data and prepares internal financial reports, consistent with a basic understanding of the mission, vision, role, and goals of the business unit and the tasks and responsibilities of the Accounting Assistant II with respect to achieving business unit goals. Works under direct supervision, with specific instructions on routine or semi-routine work and within established work parameters for the unit. Work is usually reviewed upon completion. Performs professional work requiring knowledge of general accounting principles and practices and the basic application and use of concepts, theories, and terminology of accounting.

Outcomes

Assurances on financial and accounting operations to supervisor
Business transactions that are all reasonable, appropriate, and necessary
Safeguarded unit assets
Compliance with operational policies and procedures
Monthly analysis of budget activity
Monitored financial and operational risks
Monitored cash receipts

Knowledge and Experience

Requires a bachelor's degree in accounting, finance, business administration or related field; or an equivalent combination of education and/or experience that demonstrates knowledge and understanding of generally accepted accounting principles and practices. Also requires good communication skills and computer literacy.

Accounting Specialist - Grade 5

Position Summary

Analyzes data and prepares financial documents and reports for internal and external purposes, consistent with a broad understanding of the mission, vision, role, and goals of the business unit and the tasks and responsibilities of the Accounting Specialist with respect to achieving business unit goals. Works under general supervision, within established work parameters, with few direct instructions. Carries out routine and non-routine tasks with occasional review of work outputs by supervisor. Performs professional work requiring knowledge of Generally Accepted Accounting Principles and practices (GAAP) and a good understanding and application of concepts, theories, principles, practices, terminology, and applied bases of accounting.

Outcomes

Sound system of assurances on financial and accounting
Business transactions that are all reasonable, appropriate, and necessary
Safeguarded unit assets
Compliance with operational policies and procedures
Monthly analysis of budget activity
Monitored financial and operational risks
Monitored cash receipts
Efficient and effective unit accounting operations and flow of unit’s financial information
Accomplishment of unit's accounting and financial reporting goals and objectives
Uniform accounting and reporting objectives and standards for areas reporting to the unit
Assistance in responding to recommendations of internal and external audits and other reviews

Knowledge and Experience

Requires a bachelor's degree in accounting, finance, business administration, or related field; or an equivalent combination of education and/or experience that demonstrates knowledge and understanding of generally accepted accounting principles and practices. Also requires a minimum of two years relevant experience in a financial/accounting function, good communication skills, and computer literacy. Certain positions may require specific education, certification, knowledge, or expertise in a specialty area.

Senior Accountant - Grade 6

Position Summary

Analyzes and reviews financial data, prepares financial statements and reports for both internal and external purposes, and provides resolutions to a diverse range of problems consistent with an understanding of the mission, vision, role, and goals of the business unit and consistent with a comprehensive understanding of accounting in accordance with Generally Accepted Accounting Principles (GAAP), applicable regulations, and university policies and procedures. Interprets, communicates, and implements policies and practices to meet the needs of a diverse client population. Works independently, with broadly defined work objectives, and limited review of overall results. Performs professional work requiring specialized to general knowledge in one or more fields of accounting/finance and a solid understanding and application of concepts, theories, principles, practices, regulations, and terminology, and applied bases in area of specialization.

Outcomes

Sound system of internal assurances and controls for the department
Reliable, accurate, and complete financial reporting and management information systems for the department
Safeguarded unit assets
Compliance with controller's office and department's accounting rules and regulatory requirements
Managed budgets
Identified and managed financial and operational risks
Managed revenues and cash operations
Efficient and effective accounting operations and flow of financial information for the department
Accomplishment of accounting and financial reporting goals and objectives for the department
Uniform accounting and reporting objectives and standards for areas reporting to the department
Responses to recommendations of internal and external auditors and other reviews

Knowledge and Experience

Requires a bachelor's degree in accounting, finance, business administration, or related field; or an equivalent combination of education and/or experience that demonstrates comprehensive knowledge and understanding of general accounting principles and practices. Also requires a minimum of five years of relevant professional experience in a financial/accounting function, excellent communication skills, and computer literacy. Certain positions may require specific education, certification or licensure, an advanced degree with equivalent experience, or expertise in a specialty area.

Accounting Management

Accounting Supervisor III - Grade 4

Position Summary

Assigns, monitors, coordinates, and reviews work operations performed by others within cashiering, accounts payable, and accounts receivable operations. Also performs accounting work within unit. Ensures the proper billing/charging of accounts and provides professional, prompt, and courteous service to clients by resolving financial problems on an individual basis. Ensures security of funds received and disbursed by following procedures for proper controls and timely deposits/disbursements with accurate reports. Prepares and submits state and federal financial reports to various departments. Works under general supervision, within established work parameters, with few direct instructions. Carries out routine and non-routine tasks with occasional review of work outputs by supervisor. Performs professional work requiring knowledge of Generally Accepted Accounting Principles and practices (GAAP) and a good understanding and application of concepts, theories, principles, practices, terminology, and applied bases of accounting.

Outcomes

Sound system of internal assurances and controls for the department
All business transactions are reasonable, appropriate, and necessary
Safeguarded unit assets
Compliance with operational policies and procedures
Monitored financial and operational risks
Monitored cash receipts
Efficient and effective unit accounting operations and flow of unit's financial information
Accomplishment of unit's accounting and financial reporting goals and objectives
Uniform accounting and reporting objectives and standards for areas reporting to the unit
Assistance in responding to recommendations of internal and external auditors and other reviews
Monthly analysis of budget activity

Knowledge and Experience

Accounting Supervisor II - Grade 5

Position Summary

Is directly responsible for the daily operation and performance of the accounting/financial unit. Ensures the proper billing/charging of accounts and provides professional, prompt, and courteous service to clients by assisting employees to resolve financial problems. Ensures security of funds received and disbursed by following procedures for proper controls and timely deposits/disbursements with accurate reports. Prepares and submits state and federal financial reports to various departments. Works under general supervision, within established work parameters, with few direct instructions. Carries out routine and non-routine tasks with occasional review of work outputs by supervisor. Performs professional work requiring knowledge of Generally Accepted Accounting Principles and practices (GAAP) and a good understanding and application of concepts, theories, principles, practices, terminology, applied bases of accounting, and knowledge of accounting operations.

Outcomes

Sound system of internal assurances and controls for the department
All business transactions are reasonable, appropriate, and necessary
Safeguarded unit assets
Compliance with operational policies and procedures
Monitored financial and operational risks
Monitored cash receipts
Efficient and effective unit accounting operations and flow of unit's financial information
Accomplishment of accounting and financial reporting goals and objectives
Uniform accounting and reporting objectives and standards for areas reporting to the unit
Assistance in responding to recommendations of internal and external audits and other reviews
Monthly analysis of budget activity

Knowledge and Experience

Requires a bachelor's degree in accounting, finance, business administration, or related field; or an equivalent combination of education and/or experience that demonstrates knowledge and understanding of generally accepted accounting principles and practices. Also requires a minimum of two years relevant experience in a financial/accounting function,good communication skills, and computer literacy. Certain positions may require specific education, certification, knowledge, or expertise in a specialty area.

Accounting Supervisor I - Grade 6

Position Summary

Is responsible for the management and supervision of daily operations and performance of the accounting/financial functional unit. Ensures the accurate and timely processing of financial transactions and professional, prompt, and courteous service to clients by directing employees during resolution of financial issues. Ensures security of funds received and disbursed by implementing procedures for proper controls and timely deposits/disbursements. Analyzes and reviews financial data, prepares financial statements and reports for both internal and external purposes, and resolves a diverse range of problems consistent with an understanding of the mission, vision, role, and goals of the business unit and consistent with a comprehensive understanding of accounting in accordance with Generally Accepted Accounting Principles (GAAP), applicable regulations, and university policies and procedures. Interprets, communicates, and implements policies and practices to meet the needs of a diverse client population. Establishes performance standards, conducts evaluations, and may have authority to hire and fire staff. Works independently, with broadly defined work objectives, and limited review of overall results. Performs professional work requiring specialized to general knowledge in one or more fields of accounting/finance and a solid understanding and application of concepts, theories, principles, practices, regulations, and terminology, and applied bases in area of specialization. Typically reports to an accounting manager who directs the same specialty.

Outcomes

Sound system of internal assurances and controls for the department
Reliability and integrity of financial reporting and management information systems for the department
Safeguarded unit assets
Compliance with controller's office and department's accounting rules and regulatory requirements
Identified and managed financial and operational risks
Managed revenues, cash operations, and/or budgets
Efficient and effective accounting operations and flow of financial information for the department
Accomplishment of accounting and financial reporting goals and objectives for the department
Uniform accounting and reporting objectives and standards for areas reporting to the department
Responses to recommendations of internal and external audits and other reviews

Knowledge and Experience

Requires a bachelor's degree in accounting, finance, business administration, or related field; or an equivalent combination of education and/or experience that demonstrates comprehensive knowledge and understanding of general accounting principles and practices.Also requires a minimum of five years of relevant professional experience in a financial/accounting function, excellent communication skills, and computer literacy. Certain positions may require specific education, certification or licensure, an advanced degree with equivalent experience, or expertise in a specialty area.

Accounting Manager II - Grade 7

Position Summary

Is responsible for the administration of post-award grants and contracts or for the management and supervision of daily operations and performance of an accounting/financial functional unit. Ensures the accurate and timely creation of accounts; processing of financial transactions; and professional, prompt, and courteous service to clients by resolving or directing employees to resolve financial issues. Ensures security of funds received and disbursed by implementing and auditing procedures for proper controls and timely deposits/disbursements. Analyzes and reviews financial data, prepares financial statements and reports for both internal and external purposes, and provides resolutions to a diverse range of problems consistent with an understanding of the mission, vision, role, and goals of the business unit and consistent with a comprehensive understanding of accounting in accordance with Generally Accepted Accounting Principles (GAAP), applicable regulations, and university policies and procedures. Interprets, communicates, and implements policies and practices to meet the needs of a diverse client population. May establish performance standards, conduct evaluations, or have authority to hire and fire staff. Works independently, with broadly defined work objectives, and limited review of overall results. Performs professional work requiring specialized knowledge in one or general knowledge in several fields of accounting/finance, and a solid understanding and application of concepts, theories, principles, practices, regulations, terminology, and applied bases in an area of specialization. Typically reports to an accounting manager or senior manager who directs the same specialty or several specialty areas.

Outcomes

Sound system of internal assurances and controls for the department
Reliability and integrity of financial reporting and management information systems for the department
Safeguarded unit assets
Compliance with controller's office and department's accounting rules and regulatory requirements
Identified and managed financial and operational risks
Managed revenues, cash operations, and/or budgets
Efficient and effective accounting operations and flow of financial information for the department
Accomplishment of accounting and financial reporting goals and objectives for the department
Uniform accounting and reporting objectives and standards for areas reporting to the department
Responses to recommendations of internal and external audits and other reviews

Knowledge and Experience

Requires a bachelor's degree in accounting, finance, business administration, or related field; or an equivalent combination of education and/or experience that demonstrates comprehensive knowledge and understanding of general accounting principles and practices. Also requires a minimum of five years of relevant professional experience in a financial/accounting function, excellent communication skills, and computer literacy. Certain positions may require specific education, certification or licensure, an advanced degree with equivalent experience, or expertise in a specialty area.

Accounting Manager I - Grade 8

Position Summary

Is responsible for the overall organization, direction, and administration of an accounting/financial unit such as payroll, collections, unrestricted, restricted, or endowment accounting, or other accounts payable or accounts receivable units to which subordinate consolidated functional accounting units report. Develops, communicates, and enforces policies and procedures to complete required financial processes and prepare records necessary to safeguard assets and provide reliable financial information to a wide range of users internally and externally. Works independently to meet objectives, with minimal supervision. Performs professional work requiring detailed, specialized knowledge in one or several fields of accounting/finance; an in-depth understanding and application of concepts, theories, principles, practices, regulations, and terminology, and applied bases in field of specialization; and a comprehensive knowledge of the organization as it relates to structure, operations, strategies, and objectives. Typically reports to a senior manager or executive within the organization.

Outcomes

Sound system of internal assurances and controls for the center, bureau, institute, division
Reliability and integrity of financial reporting and management information systems for the center, bureau institute, division
Safeguarded unit assets
Compliance with controller's office and accounting rules and regulatory requirements for the center, bureau, institute, division
Identified and managed financial, operational, and regulatory risks
Managed revenues, cash operations, and/or budgets
Uniform accounting and reporting objectives and standards for areas reporting to the center, bureau, institute, division
Efficient and effective accounting operations and flow of financial information for the university
Accomplishment of accounting and financial reporting goals and objectives for the university budget office
Responses to recommendations of internal and external audits and other reviews

Knowledge and Experience

Requires a bachelor's degree in accounting, finance, business administration, or related field; or an equivalent combination of education and/or experience that demonstrates comprehensive knowledge and understanding of general accounting principles and practices. Also requires a minimum of five years of relevant professional experience in a financial/accounting function, excellent communication skills, and computer literacy. Certain positions may require specific education, certification or licensure, an advanced degree with equivalent experience, or expertise in a specialty area.

Senior Manager Accounting - Grade 9

Position Summary

Is responsible for the organization, direction, and administration of an accounting/financial unit, such as sponsored programs/grant and contract accounting or plant fund accounting, to which subordinate consolidated functional accounting units report. Develops, communicates, and enforces policies and procedures to complete required financial processes and prepare records necessary to safeguard assets and provide reliable financial information to a wide range of users internally and externally. Works independently to meet objectives, with minimal supervision. Performs professional work requiring detailed, specialized knowledge in one or several fields of accounting/finance; an in-depth understanding and application of concepts, theories, principles, practices, regulations, terminology, and applied bases in field of specialization; and a comprehensive knowledge of the organization as it relates to structure, operations, strategies, and objectives. Typically reports to an assistant or associate controller or to another executive within the organization.

Outcomes

Sound system of internal assurances and controls for the center, bureau, institute, division
Reliability and integrity of financial reporting and management information systems for the center, bureau institute, division
Safeguarded unit assets
Compliance with controller's office and accounting rules and regulatory requirements for the center, bureau, institute, division
Identified and managed financial, operational and regulatory risks
Managed revenues, cash operations, and/or budgets
Uniform accounting and reporting objectives and standards for areas reporting to the center, bureau, institute, division
Efficient and effective accounting operations and flow of financial information for the university
Accomplishment of accounting and financial reporting goals and objectives for the university budget office
Responses to recommendations of internal and external audits and other reviews

Knowledge and Experience

Requires a minimum of a bachelor's degree in accounting, finance, business administration, or related field; and five years of related professional experience in a financial/accounting function in a leadership or managerial role of increasing responsibility. Also requires skills in planning and organizing, integrating information, making decisions, and attaining results; excellent communication skills; and computer literacy. Certain positions may require specific education, certification or licensure, an advanced degree with equivalent experience,or expertise in a specialty area.

Business and Business Management

Business Assistant II - Grade 3

Position Summary

Processes various financial documents and data. Analyzes data and prepares internal financial reports consistent with a basic understanding of the mission, vision, role, and goals of the business unit, and the tasks and responsibilities of the Business Assistant II with respect to achieving unit goals. Prepares and coordinates administrative work of the unit, which may include personnel, purchasing, academic support, policy dissemination and application, and office operations/maintenance. Works under direct supervision, with specific instructions on routine or semi-routine work, and within established work parameters for the unit. Work is usually reviewed upon completion. Performs professional work requiring knowledge of general accounting principles and practices, and the basic application of concepts, theories, and terminology of accounting.

Outcomes

Assurances on financial and accounting operations to supervisor
All business transaction are reasonable, appropriate, and necessary
Safeguarded unit assets
Compliance with operational policies and procedures
Monthly analysis of budget activity
Monitored financial and operational risks
Monitored cash receipts

Knowledge and Experience

Business Specialist - Grade 5

Position Summary

Performs fiscal functions such as accounting, grant accounting, and budgeting. Coordinates some administrative functions for the unit, which may include personnel, space and facilities assignment and maintenance, purchasing, academic support, and policy administration. Analyzes data and prepares financial documents and reports for internal and external purposes consistent with a broad understanding of the mission, vision, role, and goals of the business unit, and the tasks and responsibilities of the Business Specialist with respect to achieving business unit goals. Works under general supervision, within established work parameters, with few direct instructions. Carries out routine and non-routine tasks with occasional review of work outputs by supervisor. Performs professional work requiring knowledge of Generally Accepted Accounting Principles and practices (GAAP), and a good understanding and application of concepts, theories, principles, practices, terminology, and applied bases of accounting.

Outcomes

Sound system of assurances on financial and accounting
All business transactions are reasonable, appropriate, and necessary
Safeguarded unit assets
Compliance with operational policies and procedures
Monthly analysis of budget activity
Monitored financial and operational risks
Monitored cash receipts
Efficient and effective unit accounting operations and flow of financial information
Accomplishment of unit's accounting and financial reporting goals and objectives
Uniform accounting and reporting objectives and standards for areas reporting to the unit
Assistance in responding to recommendations of internal and external audits and other reviews

Knowledge and Experience

Business Manager III - Grade 6

Position Summary

Provides a variety of business services such as budget, accounting, grant administration, and finance. May also provide overall administrative management and coordination of purchasing, personnel, space and facilities planning, academic support, and policy interpretation within a research or other complex university unit. Analyzes and reviews financial data, prepares financial statements and reports for both internal and external purposes, and resolves a diverse range of problems consistent with an understanding of mission, vision, role, and goals of the business unit and consistent with a comprehensive understanding of accounting in accordance with Generally Accepted Accounting Principles (GAAP), applicable regulations, and university policies and procedures. Interprets, communicates, and implements policies and practices to meet the needs of a diverse client population. Works independently, with broadly defined work objectives, and limited review of overall results. Performs professional work requiring specialized to general knowledge in one or more fields of accounting/finance and a solid understanding and application of concepts, theories, principles, practices, regulations, terminology, and applied bases in area of specialization.

Outcomes

Sound system of internal assurances and controls for the department
Reliability and integrity of financial reporting and management information systems for the department
Safeguarded unit assets
Compliance with controller's office and department's accounting rules and regulatory requirements
Managed budgets
Identified and managed financial and operational risks
Managed revenues and cash operations
Efficient and effective accounting operations and flow of financial information for the department
Accomplishment of accounting and financial reporting goals and objectives for the department
Uniform accounting and reporting objectives and standards for areas reporting to the department
Responses to recommendations of internal and external audits and other reviews

Knowledge and Experience

Requires a bachelor's degree in accounting, finance, business administration, or related field; or an equivalent combination of education and/or experience that demonstrates comprehensive knowledge and understanding of general accounting principles and practices. Also requires a minimum of five years of relevant professional experience in a financial/accounting function, excellent communication skills, and computer literacy. Certain positions may require specific education, certification or licensure, an advanced degree with equivalent experience, or expertise in a specialty area.

Business Manager II - Grade 7

Position Summary

Is responsible for the management of daily operations for a variety of business services including finance, budget, and grant accounting, and the administration of policies, personnel, space and facilities planning, grant administration, purchasing, and/or academic support within a university department or unit. Ensures the accurate and timely completion of documents for the creation of accounts and processing of financial transactions, and professional, prompt, and courteous service to clients by resolving or directing employees to resolve financial issues. Ensures security of funds received and disbursed by implementing and auditing procedures for proper controls and timely deposits/disbursements. Analyzes and reviews financial data, prepares financial statements and reports for both internal and external purposes, and provides resolutions to a diverse range of problems consistent with an understanding of the mission, vision, role, and goals of the departmental unit and consistent with a comprehensive understanding of accounting in accordance with Generally Accepted Accounting Principles (GAAP), applicable regulations, and university policies and procedures. Interprets, communicates, and implements policies and practices to meet the needs of a diverse client population. May establish performance standards, conduct evaluations, or have authority to hire and fire staff. Works independently, with broadly defined work objectives, and limited review of overall results. Performs professional work requiring specialized knowledge in one or general knowledge in several fields of accounting/finance, and a solid understanding and application of concepts, theories, principles, practices, regulations, terminology, and applied bases in an area of specialization.

Outcomes

Sound system of internal assurances and controls for the department
Reliability and integrity of financial reporting and management information systems for the department
Safeguarded unit assets
Compliance with controller’s office and department's accounting rules and regulatory requirements
Identified and managed financial and operational risks
Managed revenues, cash operations, and/or budgets
Efficient and effective accounting operations and flow of financial information for the department
Accomplishment of accounting and financial reporting goals and objectives for the department
Uniform accounting and reporting objectives and standards for areas reporting to the department
Responses to recommendations of internal and external audits and other reviews

Knowledge and Experience

Requires a bachelor's degree in accounting, finance, business administration, or related field; or an equivalent combination of education and/or experience that demonstrates comprehensive knowledge and understanding of general accounting principles and practices. Also requires a minimum of five years of relevant professional experience in a financial/accounting/business function, excellent communication skills, and computer literacy. Certain positions may require specific education, certification or licensure, an advanced degree with equivalent experience, or expertise in a specialty area.

Business Manager I - Grade 8

Position Summary

Is responsible for the organization, direction, and administration of a variety of business services including accounting, cash accounting, finance, budget, and grant accounting, and the administration of policies, personnel, space and facilities planning, physical plant construction and renovations, grant administration, purchasing, and/or academic support, within a large, complex, and active university department or unit. Develops, communicates, and enforces policies and procedures to complete required financial processes and prepare records necessary to safeguard assets and provide reliable financial information to a wide range of users internally and externally. Works independently to meet objectives, with minimal supervision. Performs professional work requiring detailed, specialized knowledge in one or several fields of accounting/finance; an in-depth understanding and application of concepts, theories, principles, practices, regulations, terminology, and applied bases in field of specialization; and a comprehensive knowledge of the organization as it relates to structure, operations, strategies, and objectives.

Outcomes

Sound system of internal assurances and controls for the center, bureau, institute, division
Reliability and integrity of financial reporting and management information systems for the center, bureau institute, division
Safeguarded unit assets
Compliance with controller's office and accounting rules and regulatory requirements for the center, bureau, institute, division
Identified and managed financial, operational, and regulatory risks
Managed revenues, cash operations, and/or budgets
Uniform accounting and reporting objectives and standards for areas reporting to the center, bureau, institute, division
Efficient and effective accounting operations and flow of financial information for the university
Accomplishment of accounting and financial reporting goals and objectives for the university budget office
Responses to recommendations of internal and external audits and other reviews

Knowledge and Experience

Senior Business Manager - Grade 9

Position Summary

Is responsible for the organization, direction, and administration of all business services including accounting, cash accounting, finance, budget, and grant accounting, and the administration of policies, personnel, space and facilities planning, physical plant construction and renovations, grant administration, purchasing, and/or academic support within a large, complex, and active university unit above department level. Develops, communicates, and enforces policies and procedures to complete required financial processes and prepare records necessary to safeguard assets and provide reliable financial information to a wide range of users internally and externally. Responsible for significant contributions to planning strategies; works independently to meet objectives with minimal supervision. Performs professional work requiring detailed, specialized knowledge in one or several fields of accounting/finance; an in-depth understanding and application of concepts, theories, principles, practices, regulations, terminology, and applied bases in field of specialization; and a comprehensive knowledge of the organization as it relates to structure, operations, strategies, and objectives.

Outcomes

Sound system of internal assurances and controls for the center, bureau, institute, division
Reliability and integrity of financial reporting and management information systems for the center, bureau, institute, division
Safeguarded unit assets
Compliance with controller's office and accounting rules and regulatory requirements for the center, bureau, institute, division, college, campus, or large area
Identified and managed financial, operational, and regulatory risks
Managed revenues, cash operations, and/or budgets
Uniform accounting and reporting objectives and standards for areas reporting to the center, bureau, institute, division
Efficient and effective accounting operations and flow of financial information for the university
Accomplishment of accounting and financial reporting goals and objectives for the university budget office
Responses to recommendations of internal and external audits and other reviews