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OFFICE OF HUMAN RESOURCES AND DEVELOPMENT → CLASSIFICATION → FISCAL SPECIALIST II

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Fiscal Specialist II

MONTGOMERY COUNTY PUBLIC SCHOOLS CLASS DESCRIPTION
OFFICIAL TITLE: Fiscal Specialist II CODE: 5625 SQ/OQ: Optimal Qualified
WORKING TITLE: Fiscal Specialist II GRADE: 25 MONTHS: 12
SUMMARY DESCRIPTION OF CLASSIFICATION: Under direction, is responsible for fiscal management duties related to the allocation of staff, position control, budget preparation, and account management. Analysis and preparation of financial monitoring documents, analysis and reconciliation of accounts, analysis and review of open encumbrance and item reports, revenue and expense forecasting for real estate management, preparation and review of documents related to office rent schedules, leases, relocatable classrooms and tenant compliance. Coordinating procurement transactions, journal vouchers, and Requests for Movement of Funds.
MINIMUM QUALIFICATION STANDARDS
KNOWLEDGE, SKILLS, AND ABILITIES: Thorough knowledge of the organization, functions and operations of Montgomery County Public Schools. Thorough knowledge of purchasing and procurement procedures, budget preparation, and financial accountability. Ability to establish and maintain accounting records and to prepare clear, concise financial and accounting reports. Ability to exercise independent initiative to perform both original and recurring assignments. Ability to perform statistical analysis to support long range planning and to control expenditures. Must be able to make decisions in accordance with established procedures and practices, and exercise judgment in the absence of clear directives. Must be able to provide leadership and training to support staff on preparation and monitoring of financial documents. Excellent human relations and communications skills. Knowledge of and the ability to meet the seven core competencies of the Supporting Services Professional Growth System (SSPGS).
EDUCATION, TRAINING, AND EXPERIENCE: Bachelors degree required. Masters degree preferred. College major in accounting, finance, business, or public administration with substantial applicable course works in accounting. Considerable experience in accounting, budgeting, procurement, and/or staffing is highly desirable. 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.) Must be able to work long hours as demanded by workload.
OVERTIME ELIGIBLE: No

EXAMPLES OF DUTIES AND RESPONSIBILITIES:

1. Prepares operating budgets for the department; and coordinates the preparation of budgets for department, divisions, programs, and services within the department.

2. Meets regularly with the directors of the various divisions and fiscal assistants to prepare financial reports and advise them of critical financial information.

3. Prepares general leases and schedules related, purchase orders, journal vouchers, movement of fund requests, and establishes appropriate encumbrances.

4. Audits invoices, travel vouchers, equipment repair forms, tenant compliance and other documents as necessary.

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

6. In cooperation with the department of procurement and the office of human resources, assures the timely and accurate processing of purchase orders and position control documents.

7. Takes primary responsibility for timely and accurate preparation of proposals and reports for all state, federal, and private grants, as well as enterprise funds.

8. Compiles data for reports to the Board of Education, Montgomery County Council, Maryland State Department of Education, and other funding entities, as needed.

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

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

11. Prepares analysis of matters relating to financial and accounting policy and procedures proposed by the state, prepares reports as required and maintains coordination with the Division of Controller and internal and external auditors.

12. Performs related work as required.
Class Established: 7/05
Date(s) Revised:
Last Reviewed: 2/2008

This description may be changed at any time.