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OFFICE OF HUMAN RESOURCES AND DEVELOPMENT → CLASSIFICATION → FISCAL ASSISTANT I

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Fiscal Assistant I

MONTGOMERY COUNTY PUBLIC SCHOOLS CLASS DESCRIPTION
OFFICIAL TITLE: Fiscal Assistant I CODE: 4830 SQ/OQ: Senior Qualified
WORKING TITLE: Fiscal Assistant I GRADE: 13 MONTHS: 12
SUMMARY DESCRIPTION OF CLASSIFICATION: Under general supervision, performs fiscal support work for a division or department. The work of the class involves performing fiscally related duties and developing, maintaining, and presenting information related to budgets for planning and control purposes. Workers are assigned accounts maintenance, procurement, inventory and similar responsibilities. They prepare, check, and confirm requisitions, purchase orders, payroll vouchers, and maintain related files and records. Workers also receive, research, and compile data on departmental operations such as workload, staffing, costs, forecasts, activities and maintain related allocation records and controls.
MINIMUM QUALIFICATION STANDARDS
KNOWLEDGE, SKILLS, AND ABILITIES: Working knowledge of accounts clerical procedures, recordkeeping, and standard office methods including files research, recordkeeping, and statistical compilation; working knowledge of research methods; knowledge of data processing capabilities of a variety of software products such as the financial management system (FMS), MS/EXCEL, Professional Development Online (PDO) etc. as required by the unit. Ability to perform accounts clerical work quickly and accurately in accordance with strict schedules; ability to maintain central record system and prepare reports from researched data. High degree of aptitude for arithmetical and statistical computations. Ability to multi-task and manage programs that have overlapping start/end dates. Ability to work independently and to exercise tact and sound judgment in working with time sensitive information. Good oral and written communications, human relations skills.
EDUCATION, TRAINING, AND EXPERIENCE: High School or GED diploma required. Associates degree preferred. Course work/training in accounting, statistics, data processing methods and techniques, and/or mathematics desirable. One or more years experience working in a busy office environment which included financial record keeping, financial transactions, or other fiscal related work. Other combinations of applicable education, training, and experience which provide the knowledge, abilities, and skills necessary to perform effectively in the position may be considered.
CERTIFICATE AND LICENSE REQUIREMENTS: None.
PHYSICAL DEMANDS: (Special requirements such as lifting heavy objects and frequent climbing.) None.
SPECIAL REQUIREMENTS: (Frequent overtime or night work required, etc.) The position in the department of facilities management prefers experience working in construction and/or facilities industry strongly preferred.
OVERTIME ELIGIBLE: Yes

EXAMPLES OF DUTIES AND RESPONSIBILITIES:

Note: (Incumbents may perform any combination of the essential functions shown below. This position description is not intended to be an exhaustive list of all duties, knowledge, or ability associated with this classification in every office, but is intended to accurately reflect the core job elements.

Creates, processes, maintains, and tracks routine financial records/documents such as but not limited to, memos to request checks, requisitions, purchase orders, payroll vouchers, bills, invoices, and mileage reimbursement.

Provides administrative support to the fiscal team, prepares correspondence, contracts and Board material.

Maintains project files, records and related databases.

Analyzes, verifies, researches, reconciles, and responds to financial requests for a variety of expenses such as tuition, mileage, reimbursement, etc.

May serve as time keeper for the office staff. Maintains expenditure accounts.

Responds to calls from MCPS staff, vendors and follows up with inquiries regarding purchases, mileage, tuition reimbursement, or and delivery of goods, etc.

Maintains budget files and records; keeps staff allocation lists current.


DIVISION OF CONSTRUCTION (DOC) the following responsibilities are specific to the unit::

Prepares project bidding documents.

May assist in preparing contracts and Board material.

Maintains general conditions of the construction contracts in AIA format as well as preparation of the specifications for each job bid.

Maintains Contractor's Qualification Questionnaire data base.

Answers telephones directing calls to appropriate staff and responding to general DOC questions.

Responds to calls from the community and/or contractors regarding construction problems.

Understands and applies principles of performance evaluation and professional growth for employees.

Performs related duties consistent with the scope and intent of the position.

Class Established: 7/92
Date(s) Revised: 6/2002, 5/2004, 7/2006, 2/2008, 7/2009, 8/2017, 4/2019
Last Reviewed:

This description may be changed at any time.