] Office of Human Resources - Montgomery County Public Schools

OFFICE OF HUMAN RESOURCES AND DEVELOPMENT → CLASSIFICATION → FISCAL SPECIALIST, OTLS-SE / DBFIS

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Fiscal Specialist, OTLS-SE / DBFIS

MONTGOMERY COUNTY PUBLIC SCHOOLS CLASS DESCRIPTION
OFFICIAL TITLE: Fiscal Specialist CODE: 5620 SQ/OQ: Optimal Qualified
WORKING TITLE: Fiscal Specialist, OTLS-SE / DBFIS GRADE: 24 MONTHS: 12
SUMMARY DESCRIPTION OF CLASSIFICATION: Under direction, exercises control and oversees maintenance of a variety of organizational accounts; performs a full range of general accounting, budget control, fiscal management duties related to budget preparation, allocation of staff and materials, position control, financial monitoring, and account management for an organizational entity. Researches finance, budgeting, and/or procurement issues used to formulate budgeting, procurement, or other financial management decisions.
MINIMUM QUALIFICATION STANDARDS
KNOWLEDGE, SKILLS, AND ABILITIES: Considerable knowledge of the organization, functions and operations of Montgomery County Public Schools. Strong skills in budget development, research and analysis, financial accountability, reconciliation of accounts, purchasing & procurement procedures, and review of revenue and expense forecasting. Knowledge of grant development, management, and reporting. Knowledge of the theory, methods, principles, and practices of accounting and general accepted accounting principles (GAAP). Excellent oral, written and human relations skills.Ability to analyze, interpret and evaluate financial and administrative data to develop and generate reports in a clear and concise manner for fiscal decision making.Ability to exercise independent initiative to perform both original and recurring assignments. Must be able to make decisions in accordance with established procedures and practices, and exercise judgment in the absence of clear directives. Ability to effectively use automated financial systems, Excel, and Access databases..Knowledge of key components of the Individual Education Program (IEP) as it relates to amount and duration of services, accommodations, case management, Least Restrictive Environment and special education program codes. Knowledge of all of the seven core competencies of the Supporting Services Professional Growth System (SSPGS).
EDUCATION, TRAINING, AND EXPERIENCE: Bachelors degree required. College coursework in accounting, finance, business, or public administration with substantial applicable coursework in accounting. Considerable experience in accounting, budgeting, procurement, and/or staffing is highly preferred. 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.) Prolonged computer workstation use
SPECIAL REQUIREMENTS: (Frequent overtime or night work required, etc.) Must be able to work long hours as demanded by workload, including attendance at evening meetings.
OVERTIME ELIGIBLE: No

EXAMPLES OF DUTIES AND RESPONSIBILITIES:

Under the supervision of the director, prepares operating budget for the organizational entity; and coordinates the preparation of budgets for the department, divisions, programs, and services within the office complying with policy rules and regulations.

Responsible for preparing budget, fiscal and staffing/position reports that are accurate and on time.

Meets regularly with the directors, and fiscal specialists/assistants in the office to prepare financial reports and advise them of critical financial information.

Supervises the establishment and implementation of fiscal records on various projects.

Prepares the allocation of resources to schools including materials and professional leave for special education processes.

Assists in the allocation of resources for offices, including staff and funds for contracting, materials, staff development, and furniture/equipment.

Provides directions on financial matters and ensures procedural compliance with rules and regulations.

Responsibility for timely and accurate preparation of grants, proposals and reports for all state, federal, and private grants, as well as enterprise funds. Works closely with grant program managers to monitor expendtirues and ensure alignment with the grant proposal. Compiles data for grant reports for the Board of Education, Montgomery County Council, Maryland State Department of Education, and other funding entities, as needed.

Oversees reconciliation of monthly financial monitoring reports and recommends necessary budget adjustments to meet operating needs.

Provides technical advice and assistance in financial matters to staff of assigned organization.

Coordinates activities to assure that employees are properly authorized, that salaries are charged to appropriate accounts, and that authorizations do not exceed budgeted funds.

Engages in personal development activities to maintain current with industry-wide best practices.

Performs related work as required.
Class Established: 7/2000
Date(s) Revised: 1/2012; 8/2020
Last Reviewed:

This description may be changed at any time.