HomeMy WebLinkAbout12 CLASSIFICATION PLAN 07-07-97AGEND
DATE:
Inter-Com
NO. 12
7-7-97
JUNE 27, 1997
TO:
FROM:
SUBJECT:
WILLIAM A. HUSTON, CITY MANAGER
PERSONNEL SERVICES
AMENDMENT TO THE CLASSIFICATION PLAN
SUMMARY: APPROVE RESOLUTION NO. 97-67TO AMEND THE
CLASSIFICATION PLAN TO ADD THE POSITION OF ACCOUNTING
SUPERVISOR.
RECOMMENDATION:
That the City Council approve Resolution No. 97-67 to amend the classification plan
by adding the position of Accounting Supervisor and approve placement of the
monthly salary on the salary schedule as follows:
STEP A- $4006
STEP B- 94206
STEP C- 94416
STEP D- $4637
STEP E- 94869
FISCAL IMPACT:
This position replaces the position of Senior Accountant. The fiscal impact will be
negligible even though this position is at a higher level than the previous position, due
to the fact that it is expected that this position will be filled at no higher than C-step.
The previous incumbent was at E-step.
BACKGROUND:
Based on the staffing needs of the Finance Department it is necessary to create a
position classification that replaces the Senior Accountant Classification. The
proposed classification of Accounting Supervisor is based on the Finance
Department's requirements and at a compensation level required to attract qualified
candidates.
Bettie Correa
Senior Personnel Analyst
BMC6:RES97-67.RPT
CITY OF TUSTIN
Class Specification
Job Title:
Supervisor's Title:
Jobs Supervised:
Accounting Supervisor
Assistant Finance Director
Senior Account Clerk, Account Clerk
Definition:
Exercises direct supervision over accounting clerical staff. Supervises and
participates in a wide variety of accounting and fiscal management activities;
provides technical and administrative staff assistance to management level.
Finance staff. Participates in audits. Reviews and develops accounting
procedures. Assists in development of City Budget and budget administration.
Is responsible for computer systems support functions.
Examples of Duties and Responsibilities:
,
Plans, assigns and monitors the work of accounting staff engaged in a
variety of fiscal activities.
2. Participates in recommending the appointment of personnel.
3. Provides or coordinates staff training.
4. Works with employees to correct deficiencies.
5. Implements discipline procedures.
6. Recommends employee terminations.
,
Participates in the.development and implementation of.goals, objectives,
policies and priorities related to activities for the Finance Department.
Si
Assists in planning, organizing, evaluating and participating in the
functions and activities of the Finance 'Department.
9. Assumes significant responsibility in City Budget preparation and
administration
Accounting Supervisor--Page 2
City of Tustin
10.
Assists in resolving work problems and interprets administrative policies
and technical procedures to subordinates, other departments and the
public
11. Resolves difficult accounting problems.
12.
13.
Assists in coordinating accounting activities and functions with those of
other divisions, departments and outside agencies and organizations
Supervises the posting, balancing and reconciliation of the general ledger
and subsidiary accounts
14. Examines all accounting transactions to ensure accuracy
15. Correct financial records as necessary.
1 6. Maintain detailed financial records of all City financial transactions.
17.
Monitor various accounts, verifying availability of funds and classification
of expenditures.
18. Researchs and analyzes transactions to resolve budget problems.
19. Supervises the preparation of bank statement reconciliations.
20. Resolves account balance discrepancies and problems.
21. Performs special research and analysis for staff.
22. Performs comprehensive financial activity studies as directed.
23. Prepares a wide variety of financial reports and statements.
24.
Provides information to the public and responds to and resolves staff,
citizen or business inquiries and complaints.
24. Coordinates with outside auditors and financial consultants.
Date Prepared: June 26, 1997
File Name: SrActClk.doc
Accounting Supervisor--Page 3
City of Tustin
The preceding activities have been provided as examples of the types of work
performed by employees assigned to this job classification.
QUALIFICATIONS GUIDELINES
Education/Experience/Training:
Five years of professional governmental accounting experience, two of which
includes supervision of accounting personnel and a Bachelor's Degree from an
accredited college or university with major course work in accounting, finance,
business administration or a closely related field.
Knowledqe of:
Generally accepted accounting principles and procedures and their applications
to a variety of complex accounting transactions and problems, advanced
governmental accounting principles and practices; advanced auditing principles
and practices; principles of financial administration including budgeting and
reporting; Federal and state grant regulations and guidelines; modern office
procedures; methods and computer systems and applications; and accepted
principles and practices of supervision.
Skills/Abilities:
Supervise the activities of assigned accounting staff; apply advanced
accounting principles to the maintenance of financial and accounting
transactions; analyze problems, identify alternative solutions, project
consequences of proposed actions and implement recommendations in support
of goals; aSsist in developing and administering policies and procedures;
interpret and apply City policies, procedures, rules and regulations; select,
supervise, train and evaluate personnel; prepare, examine and verify financial
documents and reports; prepare a variety of complex audits, financial
statements, reports and analyses; communicate clearly and concisely, both
orally and in writing; establish and maintain cooperative working relationships
with those contacted in the course of work.
Date Prepared: June 26, 1997
File Name: AcctSupv.doc
Accounting Supervisor--Page 4
City of Tustin
Physical Standards:
Sit/stand to operate a computer terminal to access, view and enter information,
answer telephone and provide assistance to public, turn or twist in chair to use
office equipment, reach above shoulder level to retrieve or place files, reach
below shoulder level to access computer keyboard; hold pen/pencil while
writing; lift/carry/move supplies typically weighing 25 pounds or less; read to
input or compare data, answer telephone calls, communicate with supervisors,
co-workers, staf. f or general public to discuss/present work, policies,
procedures, or to coordinate activities.
Date Prepared: June 26, 1997
File Name: AcctSupv.doc