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POSITION DESCRIPTION

DIVISION OR INSTITUTION Office of Finance

This row is for Information Technology classifications ONLY

This row is for Program Administrators & Project Managers ONLY

UNIT OR OFFICE Financial Operations PRIMARY TECHNOLOGY (IT ONLY)

Identify Program or Project

AGENCY/DEPT ID HFA 400000

COUNTY OF EMPLOYMENT Franklin SECONDARY TECHNOLOGY (IT ONLY)

Estimated Duration of Project

POSITION NUMBER

20081057

Reclassification

New Position

Update

Position Hyperlinked to

USUAL WORKING TITLE OF POSITION Single Family Accounting Manager

Agency Organizational Tree

POSITION NO. AND TITLE OF IMMEDIATE SUPERVISOR 20067373 Financial Operations Section Chief (Admin Staff)

Permanent

Classified Overtime: Eligible

Exempt

Temporary

Intermittent

Unclassified If FLSA Exempt, exemption type:

Fiduciary

NORMAL WORKING HOURS (Explain unusual or rotating shift):

FROM: 8:00 AM

TO: 5:00 PM

Bargaining Unit 99 Page 1 of 3

JOB DESCRIPTION AND WORKER CHARACTERISTICS

%

Job Duties in Order of Importance

Knowledge, Skills & Abilities

JOB TITLE

Administrative Staff

60 Under general direction of Financial Operations Section Chief

Knowledge of: (2) Bookkeeping, (4) Ac-

(supervisor), administers Ohio Housing Finance Agency's

counting (e.g., GAAP, GASB, Federally Ac-

(OHFA) monthly and annual accounting functions and reporting of OHFA's financial position for all Mortgage Revenue Bonds (MRB): manages the training of Single-Family Accounting staff;

cepted Standards Board [FASB]), (8a) Employee Training & Development, (9b) Supervision, (11a) Public Relations, (11b) Human Relations, (13b) Agency Policies &

sets and monitors performance standards; supervises staff (e.g., Procedures (e.g., OHFA Accounting/Fiscal

provides work direction, evaluates performance, approves

Procedures, Grant & Contract Administra-

leave, administers discipline, directs professional development); tion Guidelines)*, (14) Government Struc-

coordinates and maintains internal accounting process which

ture & Process (e.g., Housing Finance

provides monthly reports, account balances, and financial statements for each bond issue in OHFA Single Family Mortgage Revenue Bond Program in compliance with Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board (GASB) requirements; coordinates, maintains, and monitors mortgage loan accounting for Single Family programs; develops and directs account

Regulations, Housing & Urban Development [HUD], Office of Treasurer of Ohio)*, (17) Business (e.g., affordable housing programs), (K2) Technical or Business Writing (e.g., technical, business & legal reports); Skill in: (25b) Word Processing (e.g., MS Word, MS Excel, general ledger specific software), (29) Equipment Operations (e.g.,

analysis and provides measurement models for existing or

computer & other standard office equip-

proposed MRB programs (e.g., loan administration, accounting ment);

transaction recording, ledger maintenance, fund deposits, invoice payments); represents supervisor and/or OHFA at meetings (e.g., staff meetings, new program planning and development sessions, OHFA board, Finance and Single Family Committee meetings, bond closings with issuer counsel, bond counsel and investment banks, trustees, bond rating agencies, auditors).

Ability to: (30l) define problems, collect data, establish facts & draw valid conclusions, (31e) calculate fractions, decimals & percentages, (32r) prepare meaningful, concise & accurate reports, (32t) use proper research methods in gathering data, (33e) gather, collate & classify information about data, people or things, (34e) estab-

lish friendly atmosphere as supervisor of

work unit, (34f) handle sensitive inquiries

from & contacts with officials & general

public.

JOB CODE

99580

List Position Numbers & Job Titles of Positions Directly Supervised:

Admin Staff: 20067387 Bond Accountant Coordinator: 20067296 Bond Accountant 2: 20067271, 20067287

SIGNATURE OF AGENCY REPRESENTATIVE

DATE 01/10/2024

ADM 4107 R 5-09

An Equal Opportunity Employer

POSITION DESCRIPTION

DIVISION OR INSTITUTION Office of Finance

This row is for Information Technology classifications ONLY

UNIT OR OFFICE Financial Operations

PRIMARY TECHNOLOGY (IT ONLY)

AGENCY/DEPT ID HFA 400000

COUNTY OF EMPLOYMENT Franklin SECONDARY TECHNOLOGY (IT ONLY)

This row is for Program Administra- Identify Program or Project tors & Project Managers ONLY

Estimated Duration of Project

POSITION NUMBER

20081057

Reclassification

New Position

Update

Position Hyperlinked to

Agency Organizational Tree

USUAL WORKING TITLE OF POSITION POSITION NO. AND TITLE OF IMMEDIATE SUPERVISOR

Single Family Accounting Manager

20067373 Financial Operations Section Chief (Admin Staff)

Permanent

Classified Overtime: Eligible

Exempt

Bargaining Unit 99

Temporary

Intermittent

Unclassified If FLSA Exempt, exemption type:

Page 2 of 3

Fiduciary

NORMAL WORKING HOURS (Explain unusual or rotating shift):

FROM: 8:00 AM

TO: 5:00 PM

JOB DESCRIPTION AND WORKER CHARACTERISTICS

%

Job Duties in Order of Importance

Knowledge, Skills & Abilities

25 Establishes and maintains policies and procedures to comply with

Knowledge of: 4, (5) Manage-

bond covenants, loan program guidelines, and bond accounting sched- ment, 11a, 11b, 13b*, 14*, 17,

ules: maintains all loan administrative reports, bond accounting schedules, and audit reports and assures compliance with bond documents, legislation and accounting standards; coordinates interaction between OHFA board, staff, and program partners (e.g., bond rating agencies,

(K1) Vision, Mission & Goals of

the Agency, K2.;

Skill in: 25b, 29; Ability to: 30l, 31e, 32r, 32t, 33e, 34f.

issuer counsel, bond counsel, investment bankers, trustee banks, arbi-

trage calculating agent, loan servicing banks, mortgage insurers, ac-

count processors); works with other OHFA offices to review bond docu-

ments prior to bond closings, post-closing flow of funds, and loan origi-

nation.

JOB TITLE

Administrative Staff

10 Works with other OHFA staff and offices and outside auditors (e.g., Au- Knowledge of: 4, 5, 8a, (9aa) ditor of State [AOS], Independent Public Accountant) to conduct audits Project Lead, 11a, 11b, 13b*, 14*, and close vulnerability gaps of OHFA's bond processes: assists Con- 17, K1, K2;

troller in implementing internal controls and conducting vulnerability

Skill in: 25b, 29;

tests in conjunction with internal audits; works with the AOS and Inde- Ability to: (30g) understand sys-

pendent Public Accountant during annual fiscal year end audit and federal Single Audit and for other audit requirements; assists other supervisors in training fiscal accounting and bond accounting staff on new procedures or new programs; prepares special reports for internal and

tem of mechanical or other procedures (e.g., audit), 30l, 31e, 32r, 32t, 33e, (34c) cooperate with coworkers, 34f.

external use as needed.

.

JOB CODE

99580

List Position Numbers & Job Titles of Positions Directly Supervised:

SIGNATURE OF AGENCY REPRESENTATIVE DATE

Admin Staff: 20067387 Bond Accountant Coordinator: 20067296 Bond Accountant 2: 20067271, 20067287

ADM 4107 R 5-09

An Equal Opportunity Employer

01/10/2024

POSITION DESCRIPTION

DIVISION OR INSTITUTION Office of Finance

This row is for Information Technology classifications ONLY

UNIT OR OFFICE Financial Operations

PRIMARY TECHNOLOGY (IT ONLY)

AGENCY/DEPT ID HFA 400000

COUNTY OF EMPLOYMENT Franklin SECONDARY TECHNOLOGY (IT ONLY)

This row is for Program Administra- Identify Program or Project tors & Project Managers ONLY

Estimated Duration of Project

POSITION NUMBER

20081057

Reclassification

New Position

Update

Position Hyperlinked to

Agency Organizational Tree

USUAL WORKING TITLE OF POSITION POSITION NO. AND TITLE OF IMMEDIATE SUPERVISOR

Single Family Accounting Manager

20067373 Financial Operations Section Chief (Admin Staff)

Permanent

Classified Overtime: Eligible

Exempt

Bargaining Unit 99

Temporary

Intermittent

Unclassified If FLSA Exempt, exemption type:

Page 3 of 3

Fiduciary

NORMAL WORKING HOURS (Explain unusual or rotating shift):

FROM: 8:00 AM

TO: 5:00 PM

JOB DESCRIPTION AND WORKER CHARACTERISTICS

%

Job Duties in Order of Importance

Knowledge, Skills & Abilities

5 Assists Chief Financial Analyst in gathering data for cost analysis of ex- Knowledge of: 2, 4, 11b, 13b*,

isting and new programs: researches and analyzes other account data 14*, 17;

for Chief Financial Officer, Controller, and other members of OHFA leadership.

Skill in: 25b, 29; Ability to: 30l, 31e, 32r, 32t,33e, 34f.

JOB TITLE

Administrative Staff

(*) Developed after employment

JOB CODE

99580

Customer Service Standards: Adheres to Customer Service Standards set forth in the OHFA Team Handbook when interacting with those who use our services and programs and our co-workers. Makes internal and external customers and their needs a primary

focus of actions. Develops and sustains productive customer relationships. Diversity, Equity & Inclusion (DEI) Standards: Adheres to OHFA's Strategic Plan when working with staff, leadership, external organizations & the public of diverse, socioeconomic, cultural, race & ethnic backgrounds.

Unclassified per ORC 124.11 (A)(30) Administrative Staff per ORC 175.05 (A)(2) 07/2005

List Position Numbers & Job Titles of Positions Directly Supervised:

SIGNATURE OF AGENCY REPRESENTATIVE DATE

Admin Staff: 20067387 Bond Accountant Coordinator: 20067296 Bond Accountant 2: 20067271, 20067287

ADM 4107 R 5-09

An Equal Opportunity Employer

01/10/2024

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