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

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Fiscal Assistant V

MONTGOMERY COUNTY PUBLIC SCHOOLS CLASS DESCRIPTION
OFFICIAL TITLE: Fiscal Assistant V CODE: 4850 SQ/OQ: Optimal Qualified
WORKING TITLE: Fiscal Assistant V GRADE: 22 MONTHS: 12
SUMMARY DESCRIPTION OF CLASSIFICATION: Under direction of the director, manages and oversees the division's accounting, procurement and fiscal operations. Supervises the division's accounting staff. Responsible for documenting division processes, procedures and functions. Responsible for planning, budgeting, financial monitoring and operational and management analysis functions. Prepares and maintains division financial and performance measurements, records, and reports. Advises and assists the director and other key staff with operational reports, business process analyses, database design, and related presentations.
MINIMUM QUALIFICATION STANDARDS
KNOWLEDGE, SKILLS, AND ABILITIES: Considerable knowledge of accounting principles and practices, with emphasis on budget concepts and organizational systems and their application to a wide variety of accounting transactions and problems. Ability to independently develop and analyze a variety of financial and operational records and to prepare reports in a clear and concise manner. Ability to exercise independent initiative to perform both original and recurring assignments. Ability to make decisions in accordance with established procedures and practices, and exercise judgment in the absence of clear directives. Requires excellent oral and written communication and human relations skills. Ability to work effectively with employees who possess diverse professional skills and backgrounds. Knowledge of business operations, performance measurements, and process improvements. Basic knowledge of SQL (structured query language), javascript, or basic coding language and logic. Ability to analyze and interpret business operations and performance data, including financial data, and to develop and prepare complex financial and operational reports with little or no supervision. Ability to complete work assignments in an active operational environment with changing requirements and priorities, and with very limited supervision. Must have good business and operations knowledge and experience that exceed purely fiscal or financial skills and abilities. Knowledge of and the ability to meet the seven core competencies of the Supporting Services Professional Growth System (SSPGS).
EDUCATION, TRAINING, AND EXPERIENCE: Bachelor's degree required. Master's preferred. Substantial course work in accounting, finance, business administration or related field plus two years of progressively more responsible experience in fiscal or budget management. Experience in analytical and interpretive accounting or auditing work. Advanced computer skills in Microsoft Excel (spreadsheet). Intermediate computer skills in Word, Outlook, PowerPoint, Visio (charting software), and Oracle databases, such as the MCPS Business Hub. Basic skills in CMMS and other similar database software.
CERTIFICATE AND LICENSE REQUIREMENTS: Possession of a valid Maryland noncommercial class C driver's license, or equivalent preferred.
PHYSICAL DEMANDS: (Special requirements such as lifting heavy objects and frequent climbing.) Positions may operate computer workstation for prolonged periods.
SPECIAL REQUIREMENTS: (Frequent overtime or night work required, etc.) None
OVERTIME ELIGIBLE: No

EXAMPLES OF DUTIES AND RESPONSIBILITIES:

1. Oversees the procurement, accounting, and grants functions for the division, including developing and maintains processes and procedures for the division.

2. Maintains files and records according to established retention procedures.

3. Responsible for ensuring division and MCPS procurement and accounting rules, policies, and procedures in financial transactions

4. Researches, analyzes, compiles, develops and prepares fiscal, statistical, and performance measurements, records, and reports.

5. Advises and assists the director and other key staff with operational reports, business process analyses, database design, and related training and presentations.

6. Leads the preparation of the capital and operating budget request and any paperwork for mid-year changes to the budget.

7. Analyzes data and works with staff to prepare and submits monthly overview and total fiscal year spending reports.

8. Coordinates lease purchase agreements and supports other aspects of fiscal contract documents (i.e. PPA, ESC).

9. Ensures payments are within budgeted amounts and comply with established procedures.

10. Monitors operating and capital account transactions and balances. Investigates discrepancies and oversees staff creating appropriate paperwork for corrections/proper allocation as required.

11. Manages and monitors the credit card program for the division; includes requesting new cards, changes, and processing and issuing related reports.

13. Manages and monitors cellular phones for the division; includes inventory of spare phones and accessories, requesting changes to services and features, issuing replacement and new phones, and processing and issuing related reports.

14. Works with procurement and division staff on bid reviews, renewals, extensions and awards.

15. Interacts with vendors, accounting and procurement staff, division staff and others within and outside of MCPS to obtain and convey information, resolve problems, or to explain procedures.

16. Processes personnel action forms and requests for the division, including higher level assignments, new positions and position changes.

17 Coordinates with staff to prepare reports on fiscal and performance measures.

18. Applies for any applicable local, insurance, state and federal reimbursements

19. Performs related work as required.
Class Established: 4/2022
Date(s) Revised:
Last Reviewed:

This description may be changed at any time.