(S)

Sedentary

(L)

Light

(M)

Medium

(H)

Heavy

(V)

Very Heavy

Exerting up to 10 lbs. occasionally or negligible weights frequently; sitting most of the time.

Exerting up to 20 lbs. occasionally; 10 lbs. frequently; or negligible amounts constantly; OR requires walking or standing to a significant degree.

Exerting 20-50 lbs. occasionally; 10-25 lbs. frequently; or up to 10 lbs. constantly.

Exerting 50-100 lbs. occasionally; 10-25 lbs. frequently; or up to 10-20 lbs. constantly.

Exerting over 100 lbs. occasionally; 50-100 lbs. frequently; or up to 20-50 lbs. constantly.

  #

Code

 Essential Functions

1

S

Participates in the preparation of the Comprehensive Annual Financial Report by completing all financial statements and schedules, performing reconciliations, preparing statistical analysis, preparing and mailing audit confirmation letters, reviewing and editing report for accuracy, and coordinating with departments to obtain required information.

2

S

Researches, inputs, and reconciles all capital asset transactions by downloading, researching and identifying capital asset transactions; recording additions, deletions, retirements, depreciation and transfers of capital assets; reconciling asset management system; preparing journal entries; preparing capital asset schedules; and running and posting depreciation expense.

3

L

Researches, reconciles, and analyzes accounting activities by reconciling bank accounts, reviewing, tracking, and analyzing transactions, compiling and analyzing data, monitoring ledger accounts and daily bank activities, preparing journal, and coordinating with departments to ensure accurate activity.

4

S

Oversees monthly financial closing by reconciling subsystems to ledger, preparing and filing sales tax return, monitoring clearing accounts, verifying journal entries, running end of the month reports, and distributing end of the month notification to staff.

5

S

Provides grant oversight by preparing settlement reports, preparing IRS reporting for non-profit entities, preparing financial transactions, providing assistance to staff and outside entities, preparing and implementing operating policies and procedures, and preparing and balancing journals and ledgers.

-Description of Minimum Job Requirements-

Formal Education

Work requires broad knowledge in a general professional or technical field.  Knowledge is normally acquired through four years of college resulting in a Bachelor's degree or equivalent.

Experience

Over three years up to and including five years experience.

Supervision

Work requires the occasional direction of helpers, assistants, seasonal employees, interns, volunteers or temporary employees.

Human Collaboration Skills

Work may require providing advice to others outside direct reporting relationships on specific problems or general policies.  Contacts may require the consideration of different points of view to reach agreement.  Elements of persuasion may be necessary to gain cooperation and acceptance of ideas.

Freedom to Act

The employee normally performs the job by following established standard operating procedures and/or policies.  There is a choice of the appropriate procedure or policy to apply to duties.  Performance reviewed periodically.

Technical Skills

Advanced: Work requires advanced skills and knowledge in approaches and systems, which affect the design and implementation of major programs and/or processes organization-wide. Independent judgment and decision-making abilities are necessary to apply technical skills effectively.

Budget Responsibility

Position has moderate fiscal responsibility.  Makes recommendations toward fiscal decisions within the department. May be responsible for the billing, collection and/or accounting of funds.   May be responsible for the handling and balancing of cash.

Reading

Advanced - Ability to read literature, books, reviews, scientific or technical journals, abstracts, financial reports, and/or legal documents.  Ordinarily, such education is obtained in at the college level or above. However, it may be obtained from experience and self-study.

Math

Advanced - Ability to apply fundamental concepts of theories, work with advanced mathematical operations methods, and functions of real and complex variables.  Ordinarily, such education is obtained in at the college level or above. However, it may be obtained from experience and self-study.

Writing

Advanced - Ability to write editorials, journals, speeches, manuals, or critiques.  Ordinarily, such education is obtained in at the college level or above. However, it may be obtained from experience and self-study.

Certification &
Other Requirements

None

-Physical strength for this position is indicated below with “X”-

Sedentary

X

Light

Medium

Heavy

Very Heavy

Exerting up to 10 lbs. occasionally or negligible weights frequently; sitting most of the time.

Exerting up to 20 lbs. occasionally, 10 lbs. frequently, or negligible amounts constantly OR requires walking or standing to a significant degree.

Exerting 20-50 lbs. occasionally, 10-25 lbs. frequently, or up to 10 lbs. constantly.

Exerting 50-100 lbs. occasionally, 10-25 lbs. frequently, or up to 10-20 lbs. constantly.

Exerting over 100 lbs. occasionally, 50-100 lbs. frequently, or up to 20-50 lbs. constantly.

C

Continuously

2/3 or more of the time.

F

Frequently

From 1/3 to 2/3 of the time.

O

Occasionally

Up to 1/3 of the time.

R

Rarely

Less than 1 hour per week.

N

Never

Never occurs.

-Physical Demand-

-Frequency-

-Brief Description-

Standing

O

Communicating with co-workers

Sitting

C

Desk work, meetings

Walking

O

To other departments/offices, around work site

Lifting

C

Files

Carrying

F

Files

Pushing/Pulling

F

File drawers

Reaching

F

For supplies, for files

Handling

F

Paperwork, monies

Fine Dexterity

C

Computer keyboard, telephone keypad, calculator

Kneeling

O

Filing in lower drawers, retrieving items from lower shelves/ground

Crouching

O

Filing in lower drawers, retrieving items from lower shelves/ground

Crawling

N

Bending

O

Filing in lower drawers, retrieving items from lower shelves/ground

Twisting

R

From computer to telephone

Climbing

R

Stairs, step stools

Balancing

R

On step stools

Vision

C

Reading, computer screen

Hearing

C

Communicating via telephone/radio, to co-workers/public

Talking

C

Communicating via telephone/radio, to co-workers/public

Foot Controls

N

Other
(specified if applicable)

F

Frequently

From 1/3 to 2/3 of the time

O

Occasionally

Up to 1/3 of the time

R

Rarely

Less than 1 hour per week

N

Never

Never occurs

-Description of Non-Physical Demands-

-Frequency-

Time Pressure

F

Emergency Situation

R

Frequent Change of Tasks

F

Irregular Work Schedule/Overtime

O

Performing Multiple Tasks Simultaneously

F

Working Closely with Others as Part of a Team

F

Tedious or Exacting Work

F

Noisy/Distracting Environment

F

Other (see 2 below)

N

Office Environment

X

     Vehicle

Warehouse

     Outdoors

Shop

     Other (see 3 below)

Recreation/Neighborhood Center