Item 9.E-April 1, 2011 ADMINISTRATIVE FACULTY POSITION DESCRIPTION QUESTIONNAIRE To expedite and facilitate the PDQ review process, please send the PDQ and Org Chart electronically to marshag@unr.edu for discussion and for initial review before routing PDQ for approval signatures. Questions - call UNR Faculty HR at 682-6114 INSTRUCTIONS: See http://www.unr.edu/vpaf/hr/compensation/placement.html for complete instructions. Incumbent(s) Name (if applicable): Michelle Smith Position #(s): 17454 Current Title: Assistant Fiscal Officer, CABNR/NAES Current Range: 2 (JCC:77770;3D;CM3531;CC095;E) Department: Nevada Agricultural Experiment Station College/Division: College of Agriculture, Biotechnology and Natural Sciences Account #(s): 1106-152-0001 Action Proposed: (check all that apply) ( ) New position: Proposed Range: Proposed Title: ( ) Title Change, Proposed Title: ( ) Proposed Reassignment from Range to Range (X) Revised PDQ only (no change in range or title) ( ) Line of Progression (show titles below) Range: JCC (Current or new HR assigned): I certify that the statements in this description are accurate and complete to the best of my knowledge. ____________________________________________________________ Employee’s Signature __________________ Date I/we have reviewed the statements in this form and they accurately reflect the job assignments. ____________________________________________________________ Immediate Supervisor’s Signature Charlene Hart Fiscal Officer, CABNR ____________________________________________________________ Director/Chair/Dean Ronald Pardini Interim Dean, CABNR / Director, NAES __________________ Date __________________ Date Approved for Salary Placement Committee review. ____________________________________________________________ __________________ Pres / Vice Pres / Vice Prov Signature Jannet Vreeland Date Interim Executive Vice President and Provost Action Approved by the President (Completed by Faculty HR): Position #: 17454 EEO Code: 3D CUPA Code: CM3531 Exempt: Yes or No Census Code: 095 Job Class Code: 77770 Range: 2 Effective Date: 4/1/2011 Approved Title: Assistant Fiscal Officer, CABNR/NAES ____________________________________________________________ __________________ Employee Signature Date (Employee signs and sends to HR for personnel file after PDQ has been “final” stamped for approval) Rev: 12/1/2008 Position Description – Assistant Fiscal Officer, CABNR/NAES Page 2 1. Summary Statement: State the major function(s) of the position and its role in the university. Attach an organizational chart with positions, ranges, and names for the division which reflects the position in it as well as those supervised in the department. (This section is used for advertisement of the position.) The Assistant Fiscal Officer assists the Fiscal Officer of the Nevada Agricultural Experiment Station (NAES) with six field laboratories and the College of Agriculture, Biotechnology and Natural Resources (CABNR) in preparing and monitoring budgets by reviewing accounting reports, analyzing, organizing, and balancing budgets, reviewing and making recommendations on budgets, and analyzing the impact on existing and future budgets. The Assistant Fiscal Officer provides fiscal guidance to the managers of the field laboratories. The incumbent reviews budget requests to ensure compliance with budgetary directives, policies, regulations and limitations for authorized spending limitations and determination of necessary adjustments. The Assistant Fiscal Officer oversees the Effort Reporting for CABNR and NAES. The position reports to the Fiscal Officer, CABNR. 2. List the major responsibilities, including percentage of time devoted to each. Provide enough detail to enable a person outside the department to understand the job (percentage first with heading and then bulleted information). 35% - Staff Supervision and Management Oversee the CABNR/NAES accounting department under the direction of the Fiscal Officer Supervise and evaluate Classified accounting staff in department budget activities Prepare and organize new hire paperwork for department and Dean's office; review all PAF/contracts prepared for Dean's office before final processing by Fiscal Officer; handle all casual labor and student labor paperwork including timesheets Review and analyze all departmental self-supporting budgets Review all financial and budget documents before submitting to Fiscal Officer Maintain database in Access to track all grant awards the CABNR/NAES receives Assist departmental staff with questions regarding budgets and proper preparation of paperwork Collect and analyze data to ensure orderly year-end spend down of State appropriations and Federal budgets Review the Daily Deposit for completeness and accuracy before submitting to the Cashier’s Office Manage billing and scheduling for Greenhouse 35% - Budget Preparation and Monitoring Prepare and monitor self-supporting budgets for CABNR/NAES Review accounting reports submitted to various sources Analyze, organize, and balance budgets Review and make recommendations on budgets Provide fiscal guidance to the managers of the field laboratories and assist faculty and staff with the proper preparation of financial documents Review and analyze all new and adjusted budget requests to ensure compliance with State, Federal and University budgetary directives, policies, regulations and limitations for authorized spending limitations and for determination of necessary adjustments before submitting to the Dean/Director and Fiscal Officer for signature Audit leave records for CABNR/NAES yearly Position Description – Assistant Fiscal Officer, CABNR/NAES Page 3 10% - Federal Cash Drawdowns, Annual Federal Financial Report and CRIS Reporting System Accumulate the data and prepare the Federal Cash Drawdowns of federal funds to reimburse the University for expenditures on various funds Assist in the preparation of the annual financial reports required by U.S. Department of Agriculture (USDA) in order to receive federal funding allocated for the NAES Maintain project information of the (CRIS) reporting system and monitor all faculty in CABNR who have Federal funds to assure compliance with reporting requirements 10% - Effort Reporting Oversee the entire Effort Reporting process for CABNR and NAES to ensure compliance with University and Federal requirements Reviews all Effort Reporting to assure accuracy 10% - Special Projects Complete special projects as requested by the Dean/Director, Associate Dean of Academics, and the Fiscal Officer 3. Describe the level of freedom to take action and make decisions with or without supervision and how the results of the work performed impact the department, division and/or the university as a whole. Level of Freedom: Position has a high latitude of independence in carrying out job responsibilities but major decisions and judgments are generally made after consultation with the Fiscal Officer. The incumbent works with numerous and complex budgets from state, federal, and other sources and must be able to ensure compliance with specific rules and regulations and accurate effort reporting for each grant or contract. Position is responsible for supervision of two classified accounting staff. Impact: Decisions and judgments made by the Assistant Fiscal Officer impact how effectively resources are utilized which directly impacts the effectiveness of teaching, research and outreach and goals and objects of CABNR/NAES and on the financial condition of CABNR. Inadequate performance may result in contractual obligation failures and funding source dissatisfaction resulting in loss of future funding and may negatively affect the University’s research mission and reputation of the NAES and university. 4. Describe the knowledge, skills (to include cognitive requirement and verbal and written communication), and abilities (to include task complexity, problem solving, creativity and innovation) essential to successful performance of this job (in bullet format). Knowledge of: Accounting and/or budgeting and fiscal development and management to include accounting and/or finance processes and procedures - financial statements, tracking revenue and expenditures, relationships between revenues, expenses, cost allocations, and reporting and evaluation Higher education organizational structures, operations, policies, and procedures Interpretation of purchasing and grant procedures, laws and regulations Payroll processing and reporting Skills: Proficiency in use of a personal computer and current software applications including but not limited to Microsoft Office Suite (Word, Access, Excel, PowerPoint, and email) plus CAIS and Advantage Position Description – Assistant Fiscal Officer, CABNR/NAES Page 4 Time management and organizational skills Excellent verbal and written communication Analytical skills (critical thinking) Supervisory and mentoring skills Ability to: Interact effectively with faculty, administrative staff and other employees at all levels of responsibility Understand and interpret formalized policies, guidelines, rules, and regulations Work independently and exercise sound judgment, tact, diplomacy, initiative, creativity and reason Manage a budget and prepare reports to state and federal agencies Manage, prioritize, and complete multiple projects/tasks in an efficient and timely manner while maintaining focus on organizational goals Manage resources effectively and efficiently 5. Describe the type of personal contacts encountered in performing the duties of the job. Explain the nature and purpose of these contacts: i.e., to provide services, to resolve problems, to negotiate. Internal Department and administrative staff and field laboratory staff Various University departments Office of Sponsored Projects staff Reason for Contact To assist with budget and financial issues External Vendors Reason for Contact To get information regarding invoices, etc. and to resolve any billing issues. To ensure all documents are processed properly To ensure the effort reporting is completed timely and accurately 6. Indicate the minimum qualifications which are necessary in filling this position should it become vacant. Please keep in mind the duties/responsibilities of the position rather than the qualifications of the incumbent. a. Minimum educational level, including appropriate field, if any. Bachelor’s Degree from a regionally accredited institution b. Minimum type and amount of work experience, in addition to the above required education necessary for a person entering this position. Bachelor’s Degree and three years of budget or financial management/supervisory experience Preferred Licenses or Certifications: None c. Indicate any license or certificate required for this position. None