Department of Budget and Management

***Please note that your answers on the supplemental questionnaire must correspond to the information provided on your application to receive credit. Applications that do not include a completed supplemental questionnaire will be considered incomplete and may be subject to disapproval.***

Do you have experience in investments or finance with a focus on accounting, operations, or administration?

If you answered yes to question 1, please note the name of employer(s) where you obtained this experience. If no, enter N/A.

Please describe your institutional multi-asset investment accounting and operations experience. Include in your description the name of employer(s) where you obtained this experience, dates of employment, and relevant job duties. If you do not have this experience, enter N/A.

Please describe your experience in the financial services industry. Include in your description the name of employer(s) where you obtained this experience, dates of employment, and relevant job duties. If you do not have this experience, enter N/A.

Please describe your experience in a plan sponsor environment. Include in your description the name of employer(s) where you obtained this experience, dates of employment, and relevant job duties. If you do not have this experience, enter N/A.

Do you have experience with the Governmental Accounting Standard Board (GASB)?  If yes, provide the dates of employment and the name of the employer where you performed this responsibility, and hours per week worked.  If you do not possess this experience, please enter N/A.

Do you possess a bachelor’s degree in Accounting, Finance, Economics, Mathematics or similar technical field?

Do you have supervisory experience of one or more individuals? If yes, please describe your experience and include the name of employer where you obtained this experience and the number of employees you supervised. If no, enter N/A.

Do you have a Master’s degree in Business Administration or Finance, or have you earned the designation of CPA? If yes, please specify the area of your Master’s degree and/or if you have earned a CPA. If no, enter N/A.