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ACCOUNTANT 2*

Class Title: ACCOUNTANT 2*

Bargaining Unit: Use for all Job Titles

Class Code: 075242 

Education and Experience: Graduation from an accredited college or university with a bachelor’s degree in accounting and experience equivalent to one year of full-time professional accounting or auditing work.
OR
Education and Experience: Graduation from an accredited college or university with a bachelor’s degree including thirty-six quarter hours in accounting and experience equivalent to one year of full-time professional accounting or auditing work.
Substitution of Graduate Education for Experience: Graduate coursework credit received from an accredited college or university in accounting may substitute for the required experience on a month for month basis to a maximum of one year (e.g., 36 graduate quarter hours in the above listed field may substitute for one year of the required experience).
OR
 
Designated as a Certified Public Accountant (CPA).

Other Requirements: Necessary Special Qualifications:  None.

Examination Method: Education and Experience, 100%, for Preferred Service positions.
Job Overview:

Summary: Under general supervision, is responsible for professional accounting work of average difficulty and supervisory work of routine difficulty; and performs related work as required.
 
Distinguishing Features: *This is the working class in the accounting sub-series, the entry class being subsumed by Accountant 1. Under general supervision, employees in the class lead or supervise a small team of sub-professional accounting personnel in performing specialized or general accounting tasks and are expected to exercise judgment and initiative in handling work assignments. Assignment to a specialty without supervisory responsibilities is provided for in rare cases such as in acting as special accountant on uniquely difficult and problem accounts or serving as the only accountant in a small department. Work may include training of less experienced professional accountants. This class is flexibly staffed with Auditor 1 and Accountant 1, and differs in that incumbents of the latter perform entry level accounting duties under immediate supervision. This class differs from that of Accountant 3 in that an incumbent of the latter performs more difficult and complex accounting duties and may lead or supervise other professional accountants.

Work Activities:

Processing Information:
  1. Prepares financial activity reports for use by internal and external customers under the direction of assigned supervisor.
  2. Performs basic reconciliations of general ledger accounts against transaction queries, researched information, information provided by outside vendors, and individual transactions in electronic databases.
  3. Processes basic accounts payable transactions in electronic databases to pay internal and external customers accurately.
  4. Updates and maintains accurate account postings in electronic databases.
  5. Processes basic accounts receivable transactions in electronic databases to record revenue from internal and external customers.
  6. Processes basic accounting journal entries in electronic database to record financial transactions.
  7. Prepares sales tax returns as required.
Monitor Processes, Materials, or Surroundings:
  1. Monitors assigned subordinate performance to accurately inform evaluation results.
  2. Monitors federal and third party, grant and program funds to ensure accurate fund results.
  3. Monitors reported expenditures of sub-recipients grant funds and other program funds for allowable and accurate reporting.
Interpreting the Meaning of Information for Others:
  1. Interprets basic federal and state laws, rules, and regulations for internal and external customers to facilitate compliance.
  2. Interprets financial reports for non accounting personnel in response to basic questions.
  3. Interprets basic departmental rules and regulations for external customers to explain program parameters.
Developing Objectives and Strategies:
  1. Develops performance evaluation goals and desired work outcomes for assigned subordinates to evaluate and develop job performance under the direction of assigned supervisor.
  2. Develops strategies for achieving departmental goals during end of year closing based on deadlines and best practices under the direction of assigned supervisor.
Resolving Conflicts and Negotiating with Others:
  1. Resolves interpersonal conflicts between assigned subordinates to enhance teambuilding and generate a positive working environment under the direction of assigned supervisor.
  2. Resolves issues with external customers related to basic financial transactions and customer service complaints for assigned subordinates.
Staffing Organizational Units:
  1. Interviews candidates for vacant assigned positions to develop hiring recommendations.
  2. Makes recommendations to supervisor regarding assigned subordinate retention, reallocation, and/or termination.
Judging the Qualities of Things, Services, or People:
  1. Performs performance evaluations for assigned subordinates.
Guiding, Directing, and Motivating Subordinates:
  1. Evaluates assigned subordinates motivational needs to encourage performance.
  2. Evaluates assigned subordinates performance to determine additional development and training needs.
  3. Evaluates assigned subordinates workload to determine resource allocation and proper workflow under the direction of assigned supervisor.
  4. Leads assigned subordinates in performance of daily tasks to ensure performance guidelines are being met.
Getting Information:
  1. Gathers account information from internal and external customers to update and maintain accurate account postings, support transactions, and perform reconciliations.
  2. Conducts basic research in electronic applications, paper files, and interpersonally to gather data for processing transactions and preparing reports.
  3. Runs queries in electronic databases to provide information for accounting and management analyses.
Evaluating Information to Determine Compliance with Standards:
  1. Audits tax related accounting documents to determine compliance with federal tax laws and regulations.
  2. Audits basic invoices and billings for compliance with departmental policies and procedures, contract terms, federal and state laws and regulations.
  3. Reviews refund request documentation prior to and after submission for payment to ensure recipient eligibility and proper allocation and disbursement of funds.
Analyzing Data or Information:
  1. Analyzes general ledger transactions to ensure and verify the accurate recording and/or application of funds under the direction of assigned supervisor.
  2. Analyzes account documentation submitted by external customers to determine accurate and appropriate expenditures under the direction of assigned supervisor.
Establishing and Maintaining Interpersonal Relationships:
  1. Develops professional working relationships with subordinates, co-workers, program partners, and external customers to promote a healthy work environment.
Updating and Using Relevant Knowledge:
  1. Cross-trains with co-workers in assigned job duties to ensure continuity of operations and improve succession planning.
  2. Maintains up to date, professional knowledge of generally accepted accounting principles.
  3. Trains with external customers to ensure correct use of third party systems.
  4. Attends department specific in-service training as required to enhance personal development.
Communicating with Supervisors, Peers, or Subordinates:
  1. Communicates with supervisors, co-workers, subordinates using multiple mediums to effectively relay work related information.
  2. Holds frequent conversations with assigned subordinates to discuss job performance and make recommendations for improvement and development under the direction of assigned supervisor.
  3. Communicates with internal business partners to facilitate interdepartmental financial transactions.
  4. Communicates with supervisor to determine appropriate course of action to resolve complex issues.
Thinking Creatively:
  1. Brainstorms workflow and process improvements with co-workers to enhance workplace efficiency and comply with audit suggestions.
  2. Designs simple electronic spreadsheets for internal departmental use to facilitate accounting work.
  3. Designs simple word processing documents for purposes of mail merge to mail customer letters.
Organizing, Planning, and Prioritizing Work:
  1. Manages long term projects to ensure timely completion of project milestones under the direction of assigned supervisor.
  2. Prioritizes daily tasks to meet deadlines and facilitate efficient task completion.
  3. Plans and schedules leave requests of assigned subordinates to ensure proper coverage.
Making Decisions and Solving Problems:
  1. Solves basic problems related to customer billing based on reporting and research.
  2. Recommends to assigned supervisor whether an account should be closed based on departmental outstanding balance policies.
Documenting/Recording Information:
  1. Records basic financial transactions in electronic databases, spreadsheets, and forms.
  2. Documents assigned subordinates performance on an on-going basis to aid in performance evaluation.
Communicating with Persons Outside Organization:
  1. Communicates with external customers regarding basic issues with financial transactions.
  2. Communicates with external customers to request additional documentation as needed.
Coordinating the Work and Activities of Others:
  1. Delegates work assignments to assigned subordinates to ensure efficient and timely processing of complex financial transactions under the direction of assigned supervisor.
  2. Conducts coordination meetings with assigned subordinates as needed to facilitate workload management.
Identifying Objects, Actions, and Events:
  1. Runs accounting queries as required to identify incomplete transactions.
  2. Runs aging report as required to identify delinquent accounts and level of delinquency.
  3. Runs open item report as required to identify submitted but not applied monies.
  4. Runs finance status report as required to identify customers who should receive statements.
Performing Administrative Activities:
  1. Fields customer service calls to answer account related inquiries.
  2. Reviews work correspondence on a daily basis to ensure timely response.
  3. Reviews and approves leave and overtime requests for assigned subordinates.
  4. Files work related documentation to ensure accurate and timely record keeping.
Coaching and Developing Others:
  1. Provides guidance to co-workers on sources for required work information.
  2. Instructs assigned subordinates on use of electronic forms and spreadsheets to enhance efficiency.
  3. Recommends developmental opportunities to assigned subordinates as appropriate.
Developing and Building Teams:
  1. Recognizes subordinate accomplishments to enhance morale and improve employee satisfaction.
Interacting With Computers:
  1. Enters data using keyboard into electronic database to create and update accurate financial transactions.
  2. Enters personal time and leave requests into electronic database as required.
Scheduling Work and Activities:
  1. Schedules staff meetings as required to facilitate interpersonal and inter-departmental goal achievement.
Operating Vehicles, Mechanized Devices, or Equipment:
  1. Operates basic office equipment including but not limited to copiers, scanners, faxes, and calculators.

Competencies (KSA’s):

Competencies:

  1. Time Management
  2. Perseverance
  3. Customer Focus
  4. Ethics and Values
  5. Listening
  6. Decision Quality
  7. Problem Solving
  8. Learning on the Fly
  9. Planning
  10. Organizing

Knowledge:

  1. Intermediate knowledge of generally accepted accounting principles
  2. Basic knowledge of mathematics (arithmetic)
  3. Basic knowledge of administration and management principles
  4. Basic knowledge of personnel and human resources as it relates to supervision
  5. Basic knowledge of clerical office procedures
  6. Basic knowledge of computer operation
  7. Basic knowledge of office productivity software 
Skills:
  1. Intermediate mathematics skills
  2. Intermediate speaking skills
  3. Intermediate writing skills
  4. Intermediate reading comprehension skills
  5. Basic skill in management of personnel resources
  6. Basic skill in the management of financial resources
  7. Basic spreadsheet design skills
  8. Basic monitoring skills
  9. Basic coordination skills
  10. Basic negotiation skills
  11. Active learning skills
  12. Active listening skills
  13. Problem solving skills
  14. Service orientation skills
  15. Time management skills 
Abilities:
  1. Intermediate mathematical reasoning ability
  2. Intermediate deductive reasoning ability
  3. Intermediate oral comprehension ability
  4. Intermediate oral expression ability
  5. Intermediate written comprehension ability
  6. Intermediate written expression ability
  7. Basic problem sensitivity ability

Tools and Equipment Used:

  1. Personal Computer
  2. Telephone
  3. Fax Machine
  4. Printer
  5. Copy Machine
  6. Scanner
  7. Calculator
Other office related equipment as required

 

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