The following are sample performance standards for Administrative and Managerial, Professional, Supervisory, and Confidential positions in the Business and Accounting job family.
Accounting Assistant
- Processes financial documents and data in an efficient and timely manner.
- Analyzes data and prepares internal financial reports consistent with a basic understanding of the mission, vision, role, and goals of the unit. All reports are typed and free from errors.
- Ensures all business transactions are reasonable, appropriate, and comply with operational policies and procedures.
- Demonstrates knowledge of general accounting principles and practices and the basic application and use of concepts, theories, and terminology of accounting.
- Monitors cash receipts.
- Analyzes budget activity on a monthly basis.
Accounting Specialist
- Analyzes data and prepares financial documents and reports for internal and external purposes, consistent with a broad understanding of the mission, vision, role, and goals of the unit. Reports are typewritten and free from error.
- Demonstrates a working knowledge of generally accepted accounting principles and practices (GAAP), and a good understanding and application of concepts, theories, principles, practices, terminology and applied bases of accounting.
- Provides for a sound system of assurances on financial and accounting operations. Complies with operational policies and procedures
- Ensures all business transactions are reasonable, appropriate, and necessary.
- Provides a monthly analysis of budget activity of unit. Updates unit head on budget activity and account balances.
- Monitors financial and operational risks. Provides solutions to supervisor to address operational risks.
- Monitors cash receipts.
Senior Accountant
- Analyzes data and prepares financial documents and reports for internal and external purposes, consistent with a broad understanding of the mission, vision, role, and goals of the unit. Reports are typewritten and free from error.
- Demonstrates a working knowledge of generally accepted accounting principles and practices (GAAP), and a good understanding and application of concepts, theories, principles, practices, terminology and applied bases of accounting.
- Provides for a sound system of assurances on financial and accounting operations. Complies with operational policies and procedures.
- Ensures all business transactions are reasonable, appropriate, and necessary.
- Provides a monthly analysis of budget activity of unit. Updates unit head on budget activity and account balances.
- Monitors financial and operational risks. Provides solutions to supervisor to address operational risks.
- Complies with the controller’s office and department’s accounting rules and regulations requirements. Disseminates copies of regulations to direct reports.
Accounting Supervisor (Grades 4-6)
- Assigns, monitors, coordinates, and reviews work operations performed by others within unit financial operations.
- Ensures a sound system of internal assurances and controls for the department Ensures the proper billing/charging of accounts and provides professional, prompt, and courteous service to clients by resolving financial problems on an individual basis. All business transactions are reasonable, appropriate, and necessary.
- Ensures security of funds received and disbursed by following procedures for proper controls and timely deposits/disbursements with accurate reports.
- Prepares and submits state and federal financial reports to various departments. Reports are typewritten and free from error.
- Demonstrates a working knowledge of generally accepted accounting principles and practices (GAAP), and a good understanding and application of concepts, theories, principles, practices, terminology and applied bases of accounting.
- Monitors financial and operational risks and provides solutions when risks are identified.
- Analysis budgets on a monthly basis. Reports to supervisor the status of each account.
- Is responsive to supervisor’s directives, and seeks clarification on assignments when needed.
- Provides management and supervision of daily operations.
- Analyzes and reviews financial data, prepares financial statements and reports for both internal and external purposes, and resolves a diverse range of problems consistent with an understanding of mission, vision, role, goals of the unit.
- Interprets, communicates, and implements policies and practices to meet the needs of a diverse client population.
- Establishes performance standards, conducts evaluations, hires, and disciplines staff.
- Adopts and communicates uniform accounting and reporting objectives and standards for areas reporting to the department.
Accounting Manager (Grades 7-8)
- Coordinates the administration of post-award grants and contracts for the unit.
- Provides leadership for the overall organization, direction, and administration of the financial unit including payroll, unrestricted, and endowment accounts.
- Manages and supervises daily operations and performance of the financial unit. Ensures a sound system of internal assurances and controls for the department.
- Ensures the accurate and timely creation of accounts and processing of financial transactions.
- Ensures efficient and effective accounting operations and flow of financial information for the department.
- Demonstrates professional, prompt, and courteous service to clients by resolving or directing employees to resolve financial issues.
- Ensures security of funds received and disbursed by implementing and auditing procedures for proper controls and timely deposits/disbursements.
- Analyzes and reviews financial data, prepares financial statements and reports for both internal and external purposes, and provides resolutions to a diverse range of problems consistent with an understanding of mission, vision, role, goals of the unit. Reports are typewritten and free from error.
- Demonstrates a comprehensive understanding of accounting in accordance with generally accepted accounting principles (GAAP), applicable regulations, and university policies and procedures.
- Interprets, communicates, and implements policies and practices to meet the needs of a diverse client population. Ensures compliance with controller's office and department's accounting rules and regulatory requirements and communicates regulations to unit financial staff.
- A recruit, hires, orients, establish performance standards for, evaluates, and disciplines staff.
- Identifies and managed financial and operational risks.
- Ensures uniform accounting and reporting objectives and standards for areas reporting to the department.
- Develops, communicates, and enforces policies and procedures to complete required financial processes and prepare records necessary to safeguard assets and provide reliable financial information to a wide range of users internally and externally.
- Ensures reliability and integrity of financial reporting and management information systems for the division.
- Prepares and meets accounting and financial reporting goals and objectives for the division.
Senior Manager Accounting
- Provides leadership for the organization, direction, and administration of the financial unit including sponsored programs, grant and contract accounting. Complies with controller's office and accounting rules and regulatory requirements for the center, bureau, institute, division.
- Develops, communicates, and enforces policies and procedures to complete required financial processes and prepare records necessary to safeguard assets and provide reliable financial information to internal and external users.
- Demonstrates an in-depth understanding and application of concepts, theories, principles, practices, regulations, and terminology, and applied bases in accounting and business management, and a comprehensive knowledge of the organization as it relates to structure, operations, strategies and objectives.
- Provides for a sound system of internal assurances and controls for the center, bureau, institute, and division. Ensures reliability and integrity of financial reporting and management information systems for the center.
- Identifies and manages financial, operational, and regulatory risks.
- Ensures uniform accounting and reporting objectives and standards for areas reporting to the center including efficient and effective accounting operations and flow of financial information
Business Assistant
- Processes and analyzes various financial documents and data and prepares internal financial reports. Complies with operational policies and procedures.
- Prepares and coordinates administrative work of the unit, including processing personnel paperwork, purchasing, policy dissemination and application, and office operations/maintenance. All transactions are reasonable, appropriate, and necessary
- Demonstrates working knowledge of general accounting principles and practices, and the basic application of concepts, theories, and terminology of accounting.
- Analyzes budget activity on monthly basis. Keeps the director updated of account balances and activity.
- Monitors and documents cash receipts.
Business Specialist
- Performs accounting and budgeting functions for the units. All business transactions are reasonable, appropriate, and necessary.
- Coordinates personnel, space, and facilities assignment and maintenance, purchasing, and academic support functions for the unit.
- Analyzes data and prepares financial documents and reports for internal and external purposes. Adheres to uniform accounting and reporting objectives and standards for areas reporting to the unit.
- Complies with operational policies and procedures and distributes relevant policies to office staff.
- Demonstrates a working knowledge of generally accepted accounting principles and practices (GAAP), and a good understanding and application of concepts, theories, principles, practices, terminology and applied bases of accounting.
- Analyses budget activity on monthly basis. Monitors and documents cash receipts.
- Ensures efficient and effective accounting operations and flow of unit’s financial information.
- Actively works towards the accomplishments of unit's accounting and financial reporting goals and objectives
Business Manager (Grade 6-8)
- Provides a variety of business services for the unit, including budgeting, accounting, grant administration, and finance. Ensures a sound system of internal assurances and controls for the unit.
- Provides leadership and overall coordination of purchasing, personnel, space, and facilities planning, academic support and policy interpretation within the unit.
- Coordinates the annual budget planning and preparation process. Works cooperatively with unit faculty and staff in this effort. Budgets and revenues are managed.
- Accomplishes accounting and financial reporting goals and objectives for the department.
- Analyzes and reviews financial data, prepares financial statements and reports for both internal and external purposes, financial reporting demonstrates integrity and reliability.
- Provides efficient and effective accounting operations and flow of financial information for the unit.
- Complies with controller's office accounting rules and regulatory requirements for the division.
- Creatively resolves a diverse range of problems, demonstrating a comprehensive understanding of accounting in accordance with generally accepted accounting principles (GAAP), applicable regulations, and university policies and procedures.
- Interprets, communicates, and implements policies and practices to meet the needs of a diverse client population.
- Ensures the accurate and timely completion of documents for the creation of accounts and processing of financial transactions, and professional, prompt, and courteous service to clients by resolving or directing employees to resolve financial issues.
- Ensures security of funds received and disbursed by implementing and auditing procedures for proper controls and timely deposits/disbursements.
- Recruits, hires, orients, and supervises staff. Establishes and communicates clear and consistent performance standards.
- Demonstrates sound judgment in making decisions on behalf of financial unit and division.
Senior Business Manager
- Provides leadership, organization, direction, and administration of all division business services, including accounting, cash accounting, finance, budget, and grant accounting, as well as the administration of policies, personnel, space and facilities planning, physical plant construction and renovations, grant administration, and purchasing. Develops a coordinated plan for the administration of such services. Manages revenues, cash operations, and/or budgets.
- Develops, communicates, and enforces policies, and procedures to complete required financial processes and prepare records necessary to safeguard assets and provide reliable financial information to a wide range of internal and external clients.
- Takes an active role in the development and meeting of planning strategies, and works independently to meet objectives with minimal supervision. Accomplishes accounting and financial reporting goals and objectives for the university budget office.
- Ensures reliable and accurate financial reporting and management information systems for the division.
- Complies with controller's office accounting rules and regulatory requirements for the division.
- Identifies and manages financial, operational and regulatory risks. Communicates risks and resolutions to the Director.
- Recruits, hires, orients, and supervises staff. Establishes and communicates clear and consists performance standards.