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Fiscal Advisor III

8 months ago

Wilmington, United States DelDOT Full time

Summary Statement

This is advanced level fiscal advisor work analyzing financial transactions and records and preparing financial statements and reports to control and account for funds. In addition to work performed by a Fiscal Advisor II, employees independently perform complex fiscal advisor work with minimal supervision. Examples of factors contributing to complexity include work that requires a broad, in-depth practical knowledge of accounting principles, practices and standards to review, resolve and approve financial transactions and documents.

Essential Functions

Essential functions are fundamental and core functions common to all positions in the class series. This is not an exhaustive list of all job duties for any one position in the class. Since class specifications are descriptive and not restrictive, employees can complete job duties of a similar kind not specifically listed here. Reviews and analyzes financial transactions and records to determine accuracy and monitors adherence to agency budget, applicable agreements, grants, or contracts, as well as state or federal laws, rules, and regulations. Analyzes, reconciles, and consolidates data to the general ledger from journals, records, and documents; takes trial balances and makes corrections, updates, and adjustments to bring funds into balance and maintains an audit trail. Reviews financial transactions, classification and codes to ensure accuracy and recommends changes. Maintains internal controls and applies accounting principles, practices, and standards. Provides advice and technical guidance on matters in assigned fiscal function(s). Compiles, analyzes and prepares a variety of statements and reports of financial health utilized in financial, budget, and personnel planning.  Researches and provides data, reports and other documentation to state, federal and independent auditors and for other requests for financial information.  Uses commercial and proprietary automated information systems and computer software to research, review, evaluate, and report on financial data. Delivers excellent customer service to internal and external customers and the public in person, electronically, or by written communication. Communicates and interacts effectively with people across cultures, ranges of ability, genders, ethnicities, ages, and races.  May be responsible for purchasing, disbursement, and inventory of equipment and supplies.

Job Requirements

JOB REQUIREMENTS for Fiscal Advisor III
Applicants must have education, training and/or experience demonstrating competence in each of the following areas: Two years’ experience in compiling, analyzing and reporting on financial data to ensure effective and efficient accounting of funds or to make projections for financial planning. Two years' experience in ensuring compliance of financial transactions with budgets, applicable agreements, grants or contacts, and state or federal laws, rules, and regulations. Six months' experience in analyzing financial problems, developing alternatives, recommending and advising management on solutions. Coursework, training and/or work experience in staff supervision which may include performing as a lead worker overseeing the work of others.