State of Connecticut Executive Branch

In a state agency, facility or institution this class is accountable for independently performing a full range of tasks in professional level fiscal and administrative functions.

This is a professional working level class having responsibility for independently performing professional level duties in a combination of fiscal/administrative functions (e.g., accounting, accounts examining, budget management, grant administration, purchasing) at least one of which must be an accounting or budgeting function.*

This class can be distinguished from lower level fiscal/administrative classes by the requirement to independently apply knowledge and perform analysis of fiscal management and administration principles.

• Performs a variety of professional fiscal and administrative functions;
• Assists head of fiscal/administrative operations, division head or agency head in budget preparation by compiling and consolidating data and projecting expenditures;
• Maintains budget control by reviewing and authorizing expenditures and monitoring expenditures against appropriations and allotments;
• Prepares budget reports;
• Prepares various financial statements and statistical or narrative fiscal/administrative reports;
• Assists in planning and implementation of financial aspects of EDP systems;
• Utilizes EDP systems for financial records, reports and analyses;
• Prepares or reviews grant budgets and other fiscal portions of grant applications;
• Provides technical assistance to grantees regarding accounting procedures;
• Reviews various contracts, financial documents and financial reports to ensure compliance with grant requirements;
• Exercises functional supervision over a variety of clerical fiscal/administrative activities such as maintenance of accounting records, payroll preparation, preparation and processing of purchase requisitions, grant and contract record keeping;
• Performs technical purchasing tasks such as soliciting bids and recommending contract awards;
• Assists in formulation of policies and procedures relating to area(s) of responsibility and implementation of such policies and procedures;
• Acts as liaison with agency central fiscal and administrative office(s) and/or central state agencies;
• May supervise support services such as stores, inventory, mailroom, security or maintenance;
• Performs related duties as required.

• Knowledge of
  • principles and practices of public administration with special reference to governmental budget management and governmental accounting;
  • grants and contracts preparation and administration;
  • purchasing principles and procedures;
  • payroll practices and procedures;
• Skills
  • interpersonal skills;
  • oral and written communication skills;
• Ability to
  • prepare and analyze financial documents and reports;
  • interpret and apply statutes, regulations and administrative policies;
  • utilize EDP systems for financial management.

• College training may be substituted for the General Experience on the basis of fifteen (15) semester hours equalling one-half (l/2) year of experience to a maximum of four (4) years for a Bachelor's degree.
• A Master's degree in public administration, business administration or accounting may be substituted for one (1) year of the Special Experience.
• For state employees two (2) years as a Fiscal/Administrative Assistant may be substituted for the General and Special Experience.
• For state employees two (2) years as a Purchasing Assistant may be substituted for the General and Special Experience.
• Successful completion of a Connecticut Careers Trainee program approved by the Department of Administrative Services may be substituted for the General Experience and Special Experience.  

FISCAL AND ADMINISTRATIVE FUNCTIONS

Distinction will be made between accountability for and participation in these functions. Fiscal/administrative supervisors, managers and chiefs must be accountable for (or supervise) the function if it is to be considered under the Guidelines for Class Use. The descriptions of each functional heading are not meant to be all inclusive. Their purpose is to provide a sampling of tasks in each functional area. Those areas with an asterisk [*] must consume a significant amount of professional staff hours to be considered additional functions under the Guidelines. As a rule of thumb a significant amount of time will be considered a minimum of ten percent of total professional staff time or supervision of one full time professional position, whichever is smaller.

1. BUDGETING

Accountability for budget preparation and management for agency or facility; at higher levels includes participation in planning and policy decisions.

2. GENERAL FUND APPROPRIATION ACCOUNTING

Supervision of the agency's or facility's general fund accounting; includes maintenance of accounts (EDP or manual); Comptroller reconciliations; internal reconciliations; subsidiary accounts; payment lists; financial statements and reports; petty cash.

3. GRANT ADMINISTRATION (a&b ARE SEPARATE FUNCTIONS)

a. GRANT ACCOUNTING*

Supervision of the maintenance of accounting records, reconciliations, financial statements for grant funds, etc.

b. GRANT MONITORING* (non-programmatic)

Accountable for monitoring (or supervising monitoring) of grantees to ensure that funds are accounted for and expended properly. This can include pre- or post-audit of payments, review and analysis of budgets and financial statements, review of accounting procedures. It may include field work such as assistance with setting up financial records and may include (or consist mainly of) auditing grantees.

4. OTHER ACCOUNTING FUNCTIONS*

Accountability for or supervision of any additional professional accounting or accounts examining work which may be unique to an agency.

5. PURCHASING

Accountability for or supervision of the purchasing of supplies, equipment and contractual services including preparation and revision of specifications, selecting sources of supply, obtaining and evaluating formal written bids, issuing purchase orders, analyzing price trends.

6. CONTRACT ADMINISTRATION

Accountability for or supervision of contract preparation and monitoring including preparation of requests for proposals to obtain consulting or contractual services, determination of evaluation criteria, evaluation of proposals, preparation and monitoring of personal services agreements, point of service contracts and memoranda of understanding.

7. PAYROLL

Supervision of the payroll function.

8. SUPPORT SERVICES

Each additional support service supervised (e.g., stores, inventory/asset management, facilities/equipment security, facilities/equipment maintenance, mailroom, food service, phone system coordination) having a minimum of three (3) full-time positions or part-time equivalent) or taking a minimum of 10% of total fiscal/administrative staff time can be considered one (1) additional function.

9. INFORMATION TECHNOLOGY*

Supervision of an information technology operation including professional information technology staff (i.e., Information Technology Analyst 1 or above).