Temple University
Role Inventory Form
Position Specifications
Job Class:
Role Inventory Title:
Family:
FN
Department Title:
Level:
FN3
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
Leads a project team or workgroup; responsible for work outcomes.
Provides direction to lower level staff and defines priorities for workgroup/subunit in order to achieve porject or
workgroup goals.
Prioritizes own work.
Pocesses and applies a broad knowledge of practices and procedures in a specialized field/functional area; needed to:
perform complex analytical tasks with minimal supervision; use advanced software applications; generate moderately
complex analytical reports; design reports or work products; and create and may deliver internal presentation.
Reviews work of level one or two for completion and accuracy.
Procedures, processes,
and standards
Monitors staff adherence to policies and procedures within workgroup/subunit.
Makes recommendations for subunit or area of responsibility.
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Temple University
Role Inventory Form
Profile Elements of Position
Strategy
Ensures that workgroup/subunit objectives are aligned with department/organizational goals. Could make
recommendations for the workgroup.
Relationships, Service & Community
Internal
Maintains relationships within the organization to meet work objectives, exchange information, and meet customers’
needs. Initiates and maintains relationships.
May supervise student workers or other staff.
External
Initiates, maintains, and responds to external contacts to meet work objectives, exchange, clarify, coordinate
information necessary to meet customers’ needs.
Functional Team
Members
May supervise, coach and mentor team members.
Leads projects/workgroup.
Acts as a resource within organization in area of expertise.
Problem Solving & Innovation
Scope of Issues
Resolves complex problems impacting the operations and/or outcomes of the workgroup.
Refers to higher level, with recommendation, issues that impact beyond the workgroup.
Problem Resolution/
Resources Available
Identifies various types and levels of problems and addresses and/or resolves problems within broad guidelines.
Requires independent judgement.
Researches independently using a variety of professional journals/resources.
Utilizes peers, supervisor and established policies and procedures for resources.
Creativity and Innovation
Suggests creative or innovative solutions to workgroup.
Decision Making Impact
Context of Decisions
Makes complex decisions within broad guidelines and within area of expertise; consults others as needed within the
department or organization.
Decisions have impact on department and internal and external relationships.
Interpretation of policies, particularly within area of expertise.
Prioritizes decisions.
Financial
Provides financial information and/or guidance to both internal and external people.
Analyzes, monitors, processes and exchanges information.
May participate in budget(s) development.
People
May provide input into performance assessment, hiring and termination processes.
Monitors, assesses and takes corrective action on competency, productivity and performance issues.
Has input into, and may set, performance standards.
Leadership and Training
Professional Development Recommends and researches training methods.
and Training
Trains intra-departmentally.
Identifies candidates for performance improvement/ training initiatives.
Technical Leadership
Has in-depth and extensive technical knowledge.
Serves as an expert resource for the department and provides specialized knowledge for projects.
Team Morale/
Role Model
Identifies opportunities to improve morale.
Communicates values, mission, and organizational objectives to workgroup.
Key Departmental Functions
(capsule statement and basic task list from dept and prior version descriptions)
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Role Inventory Form
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 with two to five 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.
Ability to speak clearly.
Ability to distinguish colors.
Ability to see clearly with corrective lens.
Ability to use hands to fingers, handle, or feel.
F. Expected Physical
Requirements:
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 (Job Class Title Family Level
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