CS-214 Position Description Form



CS-214Rev 11/2013Position CodeFINCALTAState of MichiganCivil Service CommissionCapitol Commons Center, P.O. Box 30002Lansing, MI 48909POSITION DESCRIPTIONThis position description serves as the official classification document of record for this position. Please complete this form as accurately as you can as the position description is used to determine the proper classification of the position. 2.Employee’s Name (Last, First, M.I.)8.Department/AgencyDNR-NATURAL RESOURCES3.Employee Identification Number9.Bureau (Institution, Board, or Commission)4.Civil Service Position Code Description10.DivisionFinancial Analyst-AFinance and Operations5.Working Title (What the agency calls the position)11.SectionCentral Support Services6.Name and Position Code Description of Direct Supervisor12.UnitAmy Henderson, State Administrative Manager-17.Name and Position Code Description of Second Level Supervisor13.Work Location (City and Address)/Hours of WorkErik Eklund, State Division Administrator525 W Allegan St, Lansing, MI 48933Monday – Friday, 8:00-5:0014.General Summary of Function/Purpose of PositionThis position function as the recognized resource developing, analyzing and monitoring the annual budgets for DNR Finance and Operations Division, Accounting Service Center, building occupancy charges, private rent, and other areas as assigned. This position also assists in projecting and monitoring revenue, expenditures, and fund balance associated with the Land Exchange Facilitation Fund (LEFF).15.Please describe the assigned duties, percent of time spent performing each duty, and what is done to complete each duty.List the duties from most important to least important. The total percentage of all duties performed must equal 100 percent.Duty 1General Summary of Duty 1% of Time 50%Serves as the recognized resource developing the annual budgets for DNR Finance and Operations Division, Accounting Service Center, building occupancy charges, private rent, and other areas as assigned.Individual tasks related to the duty.Maintain Business Objects scripts to project and monitor expenditures and encumbrances.Prepare monthly budget and expenditure reports to identify estimated remaining balances or shortfalls.Analyze/Interpret the data from the monthly budget and expenditure reports to ensure accuracy, review with management, and identify trends or potential areas of plete budget development forms and exercises as prescribed by central budget staff.Duty 2General Summary of Duty 2% of Time 30%Analyze and review monthly expenditure reports related to assigned budgets to evaluate their accuracy and monitor activity. Prepare needed accounting entries and participate in all aspects of year-end closing for assigned budgets.Individual tasks related to the duty.Prepare monthly budget reports identifying estimated remaining balances or shortfalls.Analyze/interpret the data from the monthly budget reports for review with management, identifying important trends or potential areas of concern.Manage account coding to provide a framework for tracking expenditures and to ensure expenditures are charged to the appropriate funding sources.Perform and monitor payments of expenditures and encumbrances.Approve/reject payments, requisitions, and procurement requests.Process journal vouchers to move charges to appropriate accounts and to complete the year-end closing process.Perform interim accounting assessments.Process invoice payments in a timely manner.Split expenses among divisions/agencies and coordinate inter-agency payments and receipts.Prepare monthly update for Land Exchange Review Committee meetings.Manage DNR operating and capital leases in SIGMA ensuring proper accounting entries for payment, capitalization, and depreciation.Duty 3General Summary of Duty 3% of Time 10%Project and monitor revenue, expenditures, and fund balance associated with the Land Exchange Facilitation Fund (LEFF).Individual tasks related to the duty.Maintain Business Objects scripts to project and monitor revenue, expenditures, and fund balances.Prepare monthly update for Land Exchange Review Committee meetings.Analyze/interpret the data from the monthly reports to ensure accuracy, review with management, and identify important trends or potential areas of concern.Manage account coding to provide a framework for tracking financial activity to ensure transactions are recorded in the appropriate subfunds.Duty 4General Summary of Duty 4% of Time 10%Perform other duties as assigned.Individual tasks related to the duty.Prepare ad hoc reports and complete special projects as requested.Serve on ad hoc internal work committees as needed.16.Describe the types of decisions made independently in this position and tell who or what is affected by those decisions.Estimate payroll and project costs for assigned budgets. Prepare accounting structure for assigned budgets to track financial transactions properly. Determine which data are relevant when doing financial or informational research.17.Describe the types of decisions that require the supervisor’s review.Decisions regarding work priorities when the workload is extremely heavy.18.What kind of physical effort is used to perform this job? What environmental conditions is this position physically exposed to on the job? Indicate the amount of time and intensity of each activity and condition. Refer to instructions.This position is located in a typical office environment and requires extensive time utilizing a computer and sitting for extended periods of time. There are no unusual physical demands or significant environmental conditions that would impact job performance.19.List the names and position code descriptions of each classified employee whom this position immediately supervises or oversees on a full-time, on-going basis. (If more than 10, list only classification titles and the number of employees in each classification.)NAMECLASS TITLENAMECLASS TITLE20.This position’s responsibilities 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. Do you agree with the responses for Items 1 through 20? If not, which items do you disagree with and why?Yes.22.What are the essential functions of this position?Develop, analyze, and monitor the annual budgets for DNR Finance and Operations Division, Accounting Service Center, building occupancy charges, private rent, and other areas as assigned. Project and monitor revenue, expenditures, and fund balance associated with the Land Exchange Facilitation Fund (LEFF).23.Indicate specifically how the position’s duties and responsibilities have changed since the position was last reviewed.This position have grown from the Financial Analyst E to the Financial Analyst A with significant increase in advance level duties. This position serves as the recognized resource within the Central Support Services Section of the Finance and Operations Division. In this capacity, the position is responsible for developing, analyzing, and monitoring the annual budgets for DNR Finance and Operations Division, Accounting Services Center, building occupancy charges, and private rent, including the preparation of monthly budget and expenditure reports; analyzing and reviewing monthly expenditure reports related to assigned budgets, preparing needed accounting entries, and participating in all aspects of year-end closing for assigned budgets; and projecting and monitoring revenue, expenditures, and fund balance associated with the Land Exchange Facilitation Fund.24.What is the function of the work area and how does this position fit into that function?The Central Support Services Section provides various department-wide financial and administrative services. This position is responsible for developing, analyzing, and monitoring the annual budgets for DNR Finance and Operations Division, Accounting Service Center, building occupancy charges, private rent, as well as projecting and monitoring revenue, expenditures, and fund balance associated with the Land Exchange Facilitation Fund (LEFF).25.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:Three 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, including one year equivalent to a Financial Analyst P11, Accountant P11, or Auditor P11.KNOWLEDGE, SKILLS, AND ABILITIES:Knowledge of the State of Michigan's budget process. Possession of a strong math background. Experience with Microsoft Office, especially spreadsheet and word processing applications.Experience with Business Objects, including editing scripts and reconciling data. Experience with accounting software applications.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 communicate effectively with others verbally and in writing.Ability to summarize and present complex information in an understandable format. Ability to read and interpret financial data. Ability to work cooperatively with management and co-workers.Ability to manage multiple assignments and competing priorities to meet deadlines. Ability to work accurately under pressure. Ability to maintain confidential information.CERTIFICATES, LICENSES, REGISTRATIONS:None.NOTE: Civil Service approval of this position does not constitute agreement with or acceptance of the desirable qualifications for this position.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 SignatureDateTO BE FILLED OUT BY APPOINTING AUTHORITYIndicate any exceptions or additions to statements of the employee(s) or supervisors.I certify that the entries on these pages are accurate and complete. Appointing Authority SignatureDateTO BE FILLED OUT BY EMPLOYEEI certify that the information presented in this position description provides a complete and accurate depiction of the duties and responsibilities assigned to this position. Employee’s SignatureDateNOTE: Make a copy of this form for your records. ................
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