CS-214 Position Description Form



|CS-214 | | 1. Position Code |

|REV 8/2007 | |FINCALTE |

| |State of Michigan | |

| |Civil Service Commission | |

| |Capitol Commons Center, P.O. Box 30002 | |

| |Lansing, MI 48909 | |

|Federal privacy laws and/or state confidentiality |POSITION DESCRIPTION | |

|requirements protect a portion of this information. | | |

|This form is to be completed by the person that occupies the position being described and reviewed by the supervisor and appointing authority to ensure its |

|accuracy. It is important that each of the parties sign and date the form. If the position is vacant, the supervisor and appointing authority should complete|

|the form. |

|This form will serve as the official classification document of record for this position. Please take the time to complete this form as accurately as you can |

|since the information in this form is used to determine the proper classification of the position. THE SUPERVISOR AND/OR APPOINTING AUTHORITY SHOULD COMPLETE |

|THIS PAGE. |

| 2. Employee’s Name (Last, First, M.I.) | 8. Department/Agency |

| |Education |

| 3. Employee Identification Number | 9. Bureau (Institution, Board, or Commission) |

| |P-20 System and Student Transition |

| 4. Civil Service Classification of Position | 10. Division |

|Financial Analyst 9/10/P11 |Office of Special Education (OSE) |

| 5. Working Title of Position (What the agency titles the position) | 11. Section |

|Financial Analyst | |

| 6. Name and Classification of Direct Supervisor | 12. Unit |

|John Andrejack, Financial Manager 15 |Program Finance |

| 7. Name and Classification of Next Higher Level Supervisor | 13. Work Location (City and Address)/Hours of Work |

|Janis Weckstein, State Administrative Manager 16 |Hannah Building, 608 W. Allegan, Lansing, MI |

| |M-F, 8:00-5:00 |

| 14. General Summary of Function/Purpose of Position |

| |

|The Financial Analyst provides research, analysis, technical assistance, and data collection functions to the state aid and federal grant programs under the |

|Individuals with Disabilities Education Act (IDEA) for the Office of special Education (OSE). The functions include, but are not limited to, assisting with |

|designing, and implementing methods and procedures relative to state aid and federal grant reporting requirements, as well as preparing accompanying policies, |

|documents, and procedures for both state and federal finance programs. |

|For Civil Service Use Only |

| 15. Please describe your assigned duties, percent of time spent performing each duty, and explain what is done to complete each duty. |

|List your duties in the order of importance, from most important to least important. The total percentage of all duties performed must equal 100 percent. |

|Duty 1 |

|General Summary of Duty 1 % of Time 60 |

|The Financial Analyst sets priorities and coordinates the activities of the Federal IDEA Grant Funded Initiatives and provides technical assistance and |

|training to the grant project directors, fiscal agents, and other project service providers. The Financial Analyst also collects, analyzes, maintains, and |

|compiles data necessary to meet complex program reporting requirements of the service agency. |

|Individual tasks related to the duty. |

|Collects and analyzes data on the Grant Funded Initiatives and provides reports/presentations to the Administrative Team. |

|Provides inservice training and technical assistance to the grant project directors and project service providers. |

|Analyzes on-going program operations and recommends modifications of policies and procedures to achieve greater efficiency and effectiveness. |

|Develops and prepares Requests for Proposals. |

|Develops and prepares State Board of Education items, Superintendent items, and award letters. |

|Develops and prepares policy materials, application guidelines, project management tools and supporting instructions for the Michigan Electronic Grants System |

|(MEGS) – a web-based application for federal grants. |

|Develops and prepares internal federal grant processes and procedures materials. |

|Recommends criteria, standards, and guidelines to review projects. |

|Evaluates budget needs based on prior year expenditures and meeting the goals of the coming year. |

|Develops and prepares budget recommendations for the yearly spending plan. |

|Manages Grant Funded Initiatives with systematic review and ensures that all fiscal and programmatic requirements are met. |

|Reviews, processes, and approves contractor/grantee invoices/payments to ensure timely payment and evaluates and analyzes grant/project budgets. |

|Reviews and approves grant applications and mid-year and final narrative reports for the Grant Funded Initiatives. |

|Researches and interprets existing and proposed laws, policies, and procedures as they relate to the unit or service area. |

|Conducts/participates in meetings/learning forums with grant project directors, project service providers and OSE staff. |

|Duty 2 |

|General Summary of Duty 2 % of Time 25 |

|Designs and implements methods for the review, evaluation, data collection, and cost analysis as it relates to state and federal fiscal reports. |

|Individual tasks related to the duty. |

|Reviews and updates special education communications to consumers. |

|Reviews and updates special education fiscal forms relative to consistency with law, rule, or policy. |

|Reviews state aid cost reports for approval and reimbursement through the state aid payment system. |

|Assists with designing and implementation methods for reviewing the data received including, but not limited to, error reports, cost projection reports, and |

|data reports. |

|Updates state data collection processing system for State School Aid Sections 24, 51a, 52, and 53. |

|Assists in the development of special finance studies needed by internal or external customers, costing out proposed changes in law, rule, legislation, and |

|projected special projects. |

|Assists in analyzing cost data and projections and responds to studies. |

|Duty 3 |

|General Summary of Duty 3 % of Time 15 |

|Works in coordination with department staff and the Special Education Program Finance Team to develop and improve systems to ensure Federal and State General |

|Supervision requirements are met. Assists with other state and federal activities as assigned. |

|Individual tasks related to the duty. |

|Assists in developing modules for inservice workshops, and conferences. |

|Provides technical assistance to consumers and providers relative to state and federal finance regarding forms, data reporting, grant procedures, and state and|

|federal processes and procedures. |

|Maintains state special education financial and accounting policies, procedures, and processes. |

|Other duties as assigned by OSE administration. |

| 16. Describe the types of decisions you make independently in your position and tell who and/or what is affected by those decisions. Use additional sheets, |

|if necessary. |

|Decisions regarding State Aid and Federal Grant programs following established policies and related activities. |

| 17. Describe the types of decisions that require your supervisor’s review. |

|Decisions that transcend organization lines of authority as well as decisions that would affect policy or require Supervisor or Director approval. |

| 18. What kind of physical effort do you use in your position? What environmental conditions are you physically exposed to in your position? Indicate the |

|amount of time and intensity of each activity and condition. Refer to instructions on page 2. |

|No unusual physical or environmental conditions. |

| 19. List the names and classification titles of classified employees whom you immediately supervise or oversee on a full-time, on-going basis. (If more than |

|10, list only classification titles and the number of employees in each classification.) |

|NAME |CLASS TITLE |NAME |CLASS TITLE |

| | | | |

| | | | |

| | | | |

| | | | |

| | | | |

| 20. My responsibility for the above-listed employees includes the following (check as many as apply): |

|Complete and sign service ratings. Assign work. |

|Provide formal written counseling. Approve work. |

|Approve leave requests. Review work. |

|Approve time and attendance. Provide guidance on work methods. |

|Orally reprimand. Train employees in the work. |

| 21. I certify that the above answers are my own and are accurate and complete. |

| |

|Signature Date |

NOTE: Make a copy of this form for your records.

|TO BE COMPLETED BY DIRECT SUPERVISOR |

|22. Do you agree with the responses from the employee for Items 1 through 20? If not, which items do you disagree with and why? |

| |

|This Position Description is accurate. |

| 23. What are the essential duties of this position? |

| |

|The Financial Analyst provides research, analysis, technical assistance, and data collection functions to the state aid and federal grant programs under the |

|Individuals with Disabilities Education Act (IDEA) for the Office of special Education (OSE). The functions include, but are not limited to, assisting with |

|designing, and implementing methods and procedures relative to state aid and federal grant reporting requirements, as well as preparing accompanying policies, |

|documents, and procedures for both state and federal finance programs. |

| 24. Indicate specifically how the position’s duties and responsibilities have changed since the position was last reviewed. |

| |

|This position’s duties and responsibilities have changed to include the primary duty as coordinating the IDEA Grant Funded Initiatives. The duty for |

|coordinating the IDEA Maintenance of Effort requirement has been removed. |

| 25. What is the function of the work area and how does this position fit into that function? |

| |

|The OSE is a federally funded and state operated program with four units that assure a free and appropriate public education for students with disabilities as |

|federally mandated. This position supports the delivery of special education services through the direction of the OSE Finance Program processes. |

| 26. In your opinion, what are the minimum education and experience qualifications needed to perform the essential functions of this position. |

|EDUCATION: |

|Possession of a bachelor’s degree in any major with at least 24 semester (36 term) credits in one or a combination of the following: accounting, finance, or |

|economics. |

|EXPERIENCE: |

|10 Level: One year of professional experience providing a systematic review, analysis, interpretation, and/or evaluation of budgets, mortgages, loans, or other|

|financial data, equivalent to a Financial Analyst 9. |

| |

|11 Level: Two years of professional experience providing a systematic review, analysis, interpretation, and/or evaluation of budgets, mortgages, loans, or |

|other financial data, equivalent to a Financial Analyst 10, Accountant 10, Auditor 10. |

|KNOWLEDGE, SKILLS, AND ABILITIES: |

|Considerable knowledge of principles of economics and public finance. |

|Considerable knowledge of program planning and budgeting. |

|Ability to quickly assimilate a variety of oral and written data to analyze facts and draw logical conclusions. |

|Ability to collect and interpret information, apply criteria, and make recommendations. |

|Ability to maintain records and prepare reports and correspondence related to the work. |

|Ability to communicate effectively with others and work in a team setting. |

|Ability to maintain favorable public relations. |

|CERTIFICATES, LICENSES, REGISTRATIONS: |

|NOTE: Civil Service approval of this position does not constitute agreement with or acceptance of the desirable qualifications for this position. |

| 27. I certify that the information presented in this position description provides a complete and accurate depiction of the duties and responsibilities |

|assigned to this position. |

| |

|Supervisor’s Signature Date |

|TO BE FILLED OUT BY APPOINTING AUTHORITY |

| 28. Indicate any exceptions or additions to the statements of the employee(s) or supervisor. |

| 29. I certify that the entries on these pages are accurate and complete. |

| |

|Appointing Authority’s Signature Date |

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download