Temple University
Role Inventory Form
Position Specifications
Job Class:
Role Inventory Title:
Family:
FN
Department Title:
Level:
FN2
Salary Grade:
School/College/Department:
BU:
Sub Department:
FLSA:
Reports To:
Prepared By:
Reviewed By:
Date: July 1, 2016
Family Definition
Finance Definition: The members of Finance Services have a professional body of knowledge (encompassing budget and fiscal planning,
accounting, business affairs, physician billing, internal audit, grant accounting, purchasing) that is applied to the financial operations of the
University.
Knowledge of: accounting principles, legal and regulatory environments, technical knowledge, billing rules, pc-based applications, some
mainframe systems, and web based applications.
Skills and abilities related to: quantitative reasoning, business and financial management, organizational skills, interpretation of complex issues,
business plans, budgets, communication, operating computers, planning; team management skills, organizational policies, problem solving and
resolutions, negotiation, confidentiality, research capabilities, analysis, process improvement, leadership, coaching, training, creativity, initiative,
and crisis management.
In order to:
Accurately account for, budget, and report the activities of the university financial operations including patient care, gifts, grants and
endowments.
Develop, implement, maintain and ensure compliance with policies and procedures
Ensure the University is in compliance with all federal, state, local and certain other regulations.
Ensure the University’s interests are protected through enforcement of contracts and policy interpretation.
Support and respond to financial needs of various departments of the University.
Represent the University to outside constituents. Provide accurate and timely billing for physician and student services.
Protect the University’s assets and resources.
Profile Elements of Position
Functional Contribution and Research
Performance of Duties/
Project Responsibilities
Performs analytical tasks under general supervision.
May provide direction to lower level staff.
Writes and generates basic reports or work products.
Understands functional principles of field.
Delivers work as assigned using standardized processes.
Procedures, processes,
and standards
Works within established policies and procedures.
Recommends process improvements.
Strategy
Participates as a team member to support departmental strategy.
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Temple University
Role Inventory Form
Profile Elements of Position
Relationships, Service & Community
Internal
Works under minimal supervision and within established policies and procedures.
May supervise student workers or other staff.
External
Has limited external contact on routine transactions to exhange information.
Functional Team
Members
Works within structured environment.
May supervise or mentor others.
Problem Solving & Innovation
Scope of Issues
Independently solves routine problems with impact contained within the department
Problem Resolution/
Resources Available
Follows established policies and procedures for routine problem resolution.
Utilizes peers, supervisor and established policies and procedures for resources.
Creativity and Innovation
Moderate creativity within scope of functions.
Decision Making Impact
Context of Decisions
Makes decisions within established procedures.
Refers problems, concerns issues to supervisor.
Follows general instructions.
Financial
May, under supervision, provide financial information and/or reports to both internal and external parties.
Analyzes, monitors, processes and exchanges information.
People
May provide input into performance assessment, hiring and termination processes for subordinates.
Leadership and Training
Professional Development May train other employees.
and Training
Technical Leadership
Has basic technical knowledge.
Team Morale/
Role Model
Acts as a role model and promotes organizational values by exhibiting professional demeanor and collegiality.
Key Departmental Functions
(capsule statement and basic task list from dept and prior version descriptions)
Profiling Related Dimensions
A. Supervision:
May supervise other employees. May provide direction to student workers.
B. Operating Budget range,
if Applicable:
C. Typical Education &
Experience:
A Bachelors degree and two to four years of directly related experience. An equivalent
combination of education and experience may be considered.
D. Typical Equipment Used:
E. Environmental
Conditions:
No adverse conditions.
F. Expected Physical
Requirements:
Ability to speak clearly.
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Temple University
Role Inventory Form
Profiling Related Dimensions
Ability to distinguish colors.
Ability to see clearly with corrective lens.
Ability to use hands to fingers, handle, or feel.
Ability to reach with hands and arms.
Ability to work a computer for an extended period of time.
Ability to manipulate and assemble files.
Ability to operate standard office equipment.
Ability to work nights/weekends/early mornings.
Ability to work overtime.
G. Other Pertinent
Dimensions:
Note: This description incorporates the most typical duties performed. It is recognized that other related duties not specifically
mentioned may also be performed. The inclusion of these duties would not alter the overall evaluation of this position.
University Compensation (JobClass Title Family Level)
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