(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

Completes financial analyses by weighing impacts of funding anticipating costs, completing cost benefit analyses, undertaking capital financing scenarios and aiding in fiscal analysis of proposals.

2

S

Formulates long term forecasting models by identifying trends, establishing models, ensuring and reviewing accuracy of all models, and developing methods for identifying thresholds and milestones.

3

S

Develops automated systems by creating and maintaining programs forecasting funding levels, creating reports, and maintaining tracking programs.

4

S

Leads department efforts in assessing financial activity by creating systems, completing fiscal analysis, reviewing analyst work, and working with departments to ensure fund balances are accurate.

-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

Recommendations regarding policy development and implementation are made and/or recommended.  Evaluates customer satisfaction, develops cooperative associations, and utilizes resources to continuously improve customer satisfaction.

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

Skilled: Work requires a comprehensive, practical knowledge of a technical field with use of analytical judgment and decision-making abilities appropriate to the work environment of the organization.

Budget Responsibility

Position has major fiscal responsibility.  Makes significant contribution to major financial decisions within the department.  Responsible for major financial decisions within the department.  Decisions may influence budget requests and departmental goals and objectives.  Monitors budget plan, and adjusts work activity as necessary.

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

Intermediate - Ability to write reports, prepare business letters, expositions, and summaries with proper format, punctuation, spelling, and grammar, using all parts of speech.  Ordinarily, such education is obtained in high school up to college. 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

F

Making presentations, communicating with co-workers

Sitting

C

Desk work, meetings

Walking

O

To other departments/offices, around work site

Lifting

R

Supplies, equipment, files

Carrying

R

Supplies, equipment, files

Pushing/Pulling

O

File drawers

Reaching

R

For supplies, for files

Handling

C

Paperwork

Fine Dexterity

F

Computer keyboard, telephone keypad, calculator

Kneeling

R

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

Crouching

R

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

Crawling

N

Bending

R

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

Twisting

C

From computer to telephone

Climbing

R

Stairs

Balancing

N

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

O

Other (see 2 below)

N

Office Environment

X

     Vehicle

Warehouse

     Outdoors

Shop

     Other (see 3 below)

Recreation/Neighborhood Center