Military Title: Financial Management Technician

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Military Title: Financial Management Technician (36B1)
Apprenticeship Title: Financial Management Technician
ONET 43-3031.00
Military Title
36B1, Financial Management Technician
36B2, Financial Management Technician
36B3, Financial Management Technician
36B4, Financial Management Technician
*ONET 43-3031.00
*ONET 43-3031.00
*ONET 11-3031.00
*ONET 11-3031.00
Apprenticeship Title
Accounting Associate
Accounting Associate
Financial Management Supervisor
Financial Management Manager
*ONET is a tool used to crosswalk and identifies occupations matched to other classifications. https://online.onetcenter.org/
*Skill Level 1 identifies entry-level positions requiring performance of tasks under direct supervision.
*Skill Level 2 identifies positions requiring performance of more difficult tasks under general supervision; and in some instances, involving
supervision of soldiers in Skill Level 1.
*Skill Level 3 identifies positions requiring performance of still more difficult tasks and involving first line supervision of soldiers in Skill Levels 1
and 2.
*Skill Level 4 identifies positions requiring relatively detailed knowledge of all tasks specified for a given MOS, normally involving first-line supervision
of soldiers in Skill Levels 1, 2, and 3, and involving managerial duties.
*Skill Level 5 identifies managerial and supervisory positions requiring broad knowledge of the tasks performed at all subordinate levels in a given
MOS and related MOS' s in order to coordinate and give direction to work activities.
WORK PROCESSES FOR 36B1 & 36B2 – HOURS 2000
A.
Operate computers programmed with accounting software to record, store, and analyze information.
B.
Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
C. Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or
computers.
D. Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
E.
Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
F.
Receive, record, and bank cash, checks, and vouchers.
G. Comply with federal, state, and company policies, procedures, and regulations.
H. Compile statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures,
accounts payable and receivable, and profits and losses.
I.
Code documents according to company procedures.
J.
Reconcile or note and report discrepancies found in records.
WORK PROCESSES FOR 36B3 & 36B4 – HOURS 4000
A.
Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.
B.
Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports
required by regulatory agencies.
C.
Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
D.
Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
E.
Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting
standards.
F.
Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements
and statutes.
G.
Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
H.
Monitor financial activities and details such as reserve levels to ensure that all legal and regulatory requirements are met.
I.
Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such
as promotions and dismissals.
J.
Develop and maintain relationships with banking, insurance, and nonorganizational accounting personnel to facilitate financial activities.
Safety is the first priority in all apprenticeship programs and, as the sponsor’s primary
responsibility, must be taught and practiced continuously in all on-the-job work processes
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