Division of Human Resources
Competency Assessment Form
Fiscal and Business Analyst
Fiscal & Business Analyst - This is a professional position providing financial analysis and projections, budget
management, and fiscal resource management for a college, campus, or division; or for a complex program or
department with multiple grants, auxiliary, and/or foundation funding sources. The primary purpose of this position
is to analyze financial and accounting data to and keep management and/or faculty investigators informed on the
financial and budget status of the unit.
Competencies Needed
Business Acumen – Knows how businesses work;
knowledgeable in current and possible future policies,
practices, trends, technology, and information affecting
his/her business and organization; knows the
competition; is aware of how strategies and tactics
work in the marketplace.
Do I have this competency Training Available
 Yes
 No
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Functional/ Technical Skills –
Has functional and technical knowledge and skills to do
the job at a high level of accomplishment
 Yes
 No
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USF101: What you need to
know but did not know how to
ask ((USF101)
Foundations Overview
(FND100)
Foundation Accounts Payable
(FND200)
Foundation Deposit Process
(FND300)
Foundations EBA (FND400)
Foundation Fund Management
(FND500)
How to Prepare Payroll
(HRPRC)
How to Certify Payroll
(HRPRP)
GEMS400: Gems Payroll
Distribution
Managing Finances (OPR100)
PCard Reconciliation (FST102)
Purchasing Hands On
(FST100)
USF101: What you need to
know but did not know how to
ask ((USF101)
Foundations Overview
(FND100)
Foundation Accounts Payable
(FND200)
Foundation Deposit Process
(FND300)
Foundations EBA (FND400)
Foundation Fund Management
(FND500)
How to Prepare Payroll
(HRPRC)
How to Certify Payroll
(HRPRP)
GEMS400: Gems Payroll
Distribution
Managing Finances (OPR100)
PCard Reconciliation (FST102)
Purchasing Hands On
Division of Human Resources
Competency Assessment Form
Fiscal and Business Analyst
(FST100)
Problem Solving – Uses rigorous logic and methods to
solve difficult problems with effective solutions; probes
all sources for answers; is excellent with honest analyst;
looks beyond the obvious and doesn’t stop at the first
answer.
 Yes
 No
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Service through Problem
Solving (SE104)
Informing –Provides the information people need to
know to do their jobs and to feel good about being a
member of the team/unit or organization; provides
individuals information so they can make accurate
decisions; is timely with information
 Yes
 No
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Service through Problem
Solving (SE104)
USF Financial Systems
Overview (FST110)
(FST1750 Reconciliation
Ethics Point
Travel Training (TRAVEL)
Purchasing Hands On (FST100)
FST102: P-Card Reconciliation
FST 300: Billing & Accounts
Receivable
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Planning – Sets objectives and goals; breaks down
work into process steps; develops schedules and task
/people assignments; anticipate and adjust for problems
and roadblocks; measures performance against goals
and results.
 Yes
 No
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Presentation Skills - Effective in a variety of formal
presentation settings: one-on-one, small and large
groups, with peers, direct reports and executive
leadership.
 Yes
 No
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Priority Setting – Spends his/her time on what’s
important; quickly zeros in on the critical few; can
sense what will help or hinder accomplishing a goal;
eliminates roadblocks; creates focus.
 Yes
 No
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To sign up for classes visit HR Organizational Development
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Process Improvement
(PRC104)
Time Management (PRC 101)
Delivering Effective
Presentations (PRC 102)
Running Successful Meetings
(PRC100)
Process Improvement
(PRC104)
Time Management (PRC 101)