Temple University
Role Inventory Form
Position Specifications
Job Class:
Role Inventory Title:
Family:
FN
Department Title:
Level:
FN5
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 activites for a subunit/department, setting goals and activities.
Responsible for work outcomes.
Anticipates and prioritizes tasks and assigns staff.
Organizes workflow for subunit.
Procedures, processes,
and standards
Ensures inter and intra departmental staff adheres to all policies and procedures within area of responsibility.
Establishes and implements policie and procedures for budget unit.
Strategy
Defines and implements subunit strategy.
Contributes to development of department/organization strategy.
Establishes strategic objectives for own area and makes recommendations for organizational strategies.
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Temple University
Role Inventory Form
Profile Elements of Position
Relationships, Service & Community
Internal
Establishes and maintains long-term relationships with internal customers in order to meet customers’ needs and the
strategic objectives of the department/organization.
May consult to/with a broad range of internal constituents.
Manages relationships for functional area(s). Interactions are independent.
Takes direction from leadership.
External
Establishes and maintains long-term relationships with external contacts in order to meet contacts’ needs and the
strategic objectives of the department/organization.
Makes presentations to external parties.
Functional Team
Members
Supervises, coaches and mentors team members in a subunit/department.
Establishes and maintains culture and relationships of department or subunit.
Determines team members.
Problem Solving & Innovation
Scope of Issues
Responsible for the resolution of problems within subunit/department; intervening in those of highest complexity and
sensitivity.
Provides input into resolution of problems with organizational impact.
Problem Resolution/
Resources Available
Relies on professional and technical training and experience for problem resolution.
Synthesizes a wide range of information in decision making.
Interprets, researches best practices in area and makes recommendations for policies, procedures, professional
principles, and protocols.
Taps institutional resources.
Allocates resources within sub unit.
Provides recommendations and information on external sources.
Creativity and Innovation
Implements creative or innovative solutions for a department.
Decision Making Impact
Context of Decisions
Decisions are made through interpretation of policies and procedures and have university-wide implication
Decisions are made to align with mission of the organization.
May have the ability to approve exceptions to policies within established appeals processes.
Decisions may have significant impact on internal and external relationships.
Financial
Provides financial information and/or guidance to both internal and external people.
May have significant responsibility for budget development and management for subunit/department.
May execute mid-level financial transactions.
People
Selects candidates, conducts performance evaluation, makes termination recommendations, performance
management, reviews departmental performance appraisals for lower level staff in workgroup.
Leadership and Training
Professional Development Provides and approves innovative training and resources to accomplish job duties.
and Training
Directs teaching, training and use of competency, productivity and performance standards.
Technical Leadership
Ensures that the work team is technically competent to meet work objectives.
Acts as a technical resource through-out the organization.
Team Morale/
Role Model
Establishes and models departmental culture that is aligned with, and integrated with organizational goals.
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Temple University
Role Inventory Form
Key Departmental Functions
(capsule statement and basic task list from dept and prior version descriptions)
Profiling Related Dimensions
A. Supervision:
Will supervise other employees. May also provide direction to student workers.
B. Operating Budget range,
if Applicable:
C. Typical Education &
Experience:
A Bachelors degree and five or more 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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