Temple University
Role Inventory Form
Position Specifications
Job Class:
Role Inventory Title:
Family:
FN
Department Title:
Level:
FN6
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
Directs activities and work outcomes for a department or multiple subunits.
Anticipates and prioritizes tasks and assigns staff.
Responsible for establishing department goals.
High level of complexity.
Broad and in-depth knowledge of organization.
Makes presentations to leadership and external parties.
Procedures, processes,
and standards
Ensures inter and intra departmental staff adheres to all policies and procedures within area of responsibility.
Recommends organizational wide policies.
Approves and implements policies and procedures for area of responsibility.
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Temple University
Role Inventory Form
Profile Elements of Position
Strategy
Contributes to development of organizational strategy.
Establishes and acts upon strategic objectives for subunit/department.
Relationships, Service & Community
Internal
Consults to/with a broad range of internal constituents at a leadership level.
Initiates organizational-wide and varied contact.
Directs and establishes strategic relationships for functional area(s).
Interactions are independent.
Takes direction from leadership and makes recommendations to leadership.
The type of information exchanged is strategic.
Negotiates internally.
External
Facilitates external relationships, at senior levels, necessary to meet the strategic goals of the customer, department,
and organization.
Makes presentations to external parties.
Functional Team
Members
Supervises, coaches and mentors team members in a department.
Establishes and maintains culture department.
Determines team members.
Serves as a liason between leadership and department.
Problem Solving & Innovation
Scope of Issues
Responsible for the resolution of all department issues; intervening in those of the highest complexity and sensitivity.
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 approves solutions.
Independently decides how to allocate resources for optimal resolution.
Weighs option of using external resources, and makes recommendations.
Creativity and Innovation
Responsible for approving and implementing creative and innovative solutions/methods/techniques that address
complex and/or cross functional processes.
Decision Making Impact
Context of Decisions
Has oversight of all decisions made in functional area.
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 .
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 subunit/department.
Leadership and Training
Professional Development Defines vision and inspires group to advance institutional goals, and to support strategic mission.
and Training
Provides innovative training and resources to accomplish job duties.
Directs and approves teaching, training and use of competency, productivity and performance standards.
Technical Leadership
Provides direction for and approves the type of technical expertise required to complete projects; secures technical
resources.
Ensures that the department members are technically competent to meet work objectives.
Promotes continuing education.
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Temple University
Role Inventory Form
Profile Elements of Position
Team Morale/
Role Model
Establishes and models departmental culture that is aligned with, and integrated with organizational goals.
Identifies morale issues within department and takes appropriate corrective action.
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 seven 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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