Financial Specialist 3 (Budget Coordinator)       

Job Title:
Financial Specialist 3 (Budget Coordinator)

Department:
Finance

Reports To:
Accounts Receivable Manager

FLSA Status:
Non-Exempt

TS Range:
8/9                        

Approved By/Date:
Deborah Stoehr, August 26, 2019

Opening Date:
August 30, 2019                                               

Closing Date:
September 16, 2019

 

SUMMARY:
As a senior-level financial specialist performs lead work with general or specialized accounting, budgeting, auditing, and financial review activities for the Tribe.  Incumbents are typically assigned a full range of financial functions such as managing account payable, accounts receivable, grant/contract compliance or budgeting.  Positions in this class are considered working-level professional accounting specialists.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Reviews accounting system and financial activities for the Tribe. Advise and assist other financial staff.

Reviews and analyzes financial data for trends or anomalies.

Supports other departments’ staff in financial related areas. Assists financial staff in confirming accuracy and compliance of systems and activities.

Supervises or leads staff in developing financial reports and budget information monthly and distributes to directors.

Assists with providing training to departments with budget development and budget modifications.

Prepares revenue analysis and develops budget recommendations.

Coordinates, facilitates and participates in Budget Commission Meetings

Coordinates, facilitates, and participates in public budget hearings.

Coordinates, monitors, and verifies Budget and General Ledger (GL) balances.

Prepares supporting documentation and justification for adjusting journal entries identified as necessary for budget modifications.

Provides general support to accounts Receivable Manager with complex projects.

Reconciles salary schedules to PAN’s and has departments make adjustments as needed.

Review and approve requisitions (encumbrances in Microix) from program managers for charges to

ensure that they are allowable under funding criteria.

Works independently and assume responsibility for accuracy and timeliness of work projects.

Receives payments from customers or departments, and prepares, verifies, copies and records documents for bank deposits.

Imports data from Utility and Housing system (CUSI) to Abila MIP fund accounting system.

Provides coverage to cashier and housing clerk duties, as necessary.

Performs other work as requested.  Other duties may be assigned.

SUPERVISORY RESPONSIBILITIES:
This position has no supervisory responsibilities.

QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:
Bachelor’s Degree in business, accounting or financial related field with a minimum of 20 semester or 30 quarter credit hours in accounting and two years of professional accounting experience. OR, Associate of Arts Degree with major study in accounting with a minimum of 20 semester or 30 quarter credit hours in accounting and four years of professional accounting experience. OR, High School graduation (or GED) with a minimum of 20 semester or 30 quarter credit hours in accounting with six years of professional accounting experience

Note: Financial positions must be bondable

Note:  Accounting course transcripts should be submitted with application.

Note:  Candidates will be expected to pass a basic accounting test.

LANGUAGE SKILLS:
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.  Ability to write reports, business correspondence, and procedure manuals.  Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

MATHEMATICAL SKILLS:
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry.  Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

REASONING ABILITY:
Ability to define problems, collect data, establish facts, and draw valid conclusions.  Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

CERTIFICATES, LICENSES, REGISTRATIONS:
None

PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, employee is frequently required to sit, use hands to finger, handle, or feel, and talk or hear; the employee must also occasionally stand, walk, reach with hands and arms, stoop kneel, crouch or crawl.  The applicant may occasionally be required to lift up to twenty-five pounds and frequently lift up to ten pounds. Specific vision abilities required by this job include close vision, (clear vision at 20 inches or less); color vision (ability to identify and distinguish colors) and ability to adjust focus (ability to adjust the eye to bring an object into sharp focus).  This job entails a lot of close up reading, interpreting, keying, and writing.  Focus must shift easily from flat surface to computer screen and vice versa.

WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee may occasionally work near mechanical parts and be exposed to fumes or airborne particles; the noise level in the work environment is usually moderate.  Normal office noise including printers; occasional fieldwork for fixed assets may include outside noises.

DRUG FREE WORK PLACE:
The successful candidate will be required to have a urinalysis for drug and alcohol screening, in accordance with the Tribe’s Drug Free Workplace policy.

INDIAN PREFERENCE: 
Indian Preference will be exercised in the hiring of this position consistent with the Tribe’s Personnel Policies.

CONTACT:
Human Resources Department (360) 426-9781.