Temple University
Role Inventory Form
Position Specifications
Job Class:
Role Inventory Title:
Family:
FN
Department Title:
Level:
FN4
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
Manages day-to-day activities and responsible for work outcomes of a workgroup/subunit.
In-depth and broad knowledge of policies, procedures, and professional standards in a specialized area include tasks
such as: performs complex analytical tasks independently;advanced use of software applications; generates complex
analytical reports; creates and may deliver internal presentation, impact is on the subunit and may impact the
department/organization.
Procedures, processes,
and standards
Monitors inter and intra departmental staff adherence to policies and procedures.
Makes policy and procedure recommendations for the department.
Implements new policies/procedures within the workgroup/subunit.
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Temple University
Role Inventory Form
Profile Elements of Position
Strategy
Recommends strategy for the workgroup/subunit that are aligned with organizational goals.
Relationships, Service & Community
Internal
Initiates and maintains relationships through-out the organization necessary to achieve work outcomes.
External
Initiates contact, and maintains relationships with external contacts to meet customers’ long-term needs and
department objectives.
Functional Team
Members
May supervise, coach and mentor team members in a workgroup/subunit.
Acts as a liaison between senior management and staff on progress, work issues.
Problem Solving & Innovation
Scope of Issues
Responsible for the resolution of problems within area of responsibility; provides input into the resolution of
problems with broader impact.
Problem Resolution/
Resources Available
Relies on professional and technical training and experience to independently address and/or resolve problems within
broad guidelines.
Researches independently using a variety of professional journals/resources.
Provides recommendations and information on external sources.
Utilizes peers, supervisor and established policies and procedures for resources.
Creativity and Innovation
Suggests creative or innovative solutions in subunit.
Decision Making Impact
Context of Decisions
Independent decision making within broad guidelines using professional knowledge and standards.
Decisions impact the subunit/department and may impact the organization.
Financial
Provides financial information and/or guidance to both internal and external people.
May execute mid-level financial transactions.
May participate in budget(s) development in workgroup/subunit.
People
May select candidates, participate in 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 Trains interdepartmentally.
and Training
Identifies candidates for performance improvement/ training initiatives.
Recommends, and may approve, appropriate training methods and resources.
Technical Leadership
Determines the type of technical resources or specialized knowledge required to complete projects.
Provides authoritative advice within area of expertise.
Team Morale/
Role Model
Communicates and demonstrates values, mission and organizational objectives within subunit.
Identifies morale issues and takes action.
Key Departmental Functions
(capsule statement and basic task list from dept and prior version descriptions)
Profiling Related Dimensions
A. Supervision:
Will supervise other administrative staff. May also provide direction to student workers.
B. Operating Budget range,
if Applicable:
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Role Inventory Form
Profiling Related Dimensions
C. Typical Education &
Experience:
A Bachelors degree and four to six 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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