Fiscal Specialist Job Description Sample Template

JOB TITLE:

  • Fiscal Specialist

DUTIES and RESPONSIBILITIES:

  • Monitor financial operations to ensure compliance with budgets and State Comptroller policies, rules, and regulations.
  • Manage all accounts payable processes including account reconciliation.
  • Analyze and recommend policies and procedures to enhance internal controls.
  • Responsible for compliance with statewide records retention schedule on all fiscal electronic and paper documents.
  • Contribute to internal management reporting requirements and audit support.
  • Perform annual fiscal year open and close-out activities.
  • Communicate with vendors on billing issues and provide technical assistance to vendors;
  • Support Budget Director by providing expense data for spending plan and agency budget;
  • Collaborate with other members of the Finance department to ensure compliance with state finance law and policies
  • Build a collaborative relationship with other state agencies, the state Comptroller’s Office, and the Office of the Treasurer.

EXPERIENCE and QUALIFICATIONS:

  • Bachelor’s Degree in accounting, business, finance, or similar field required; advanced degree preferred.
  • Minimum of 4-6 years of related work experience in accounting or finance.
  • Experience in public accounting.
  • Experience with and understanding of state financial and procurement systems.
  • Working knowledge and understanding of Commonwealth fiscal and budget process. 
  • Experience communicating effectively with upper levels of management.
  • Excellent listening, interpersonal, written, and oral communication skills.
  • Adept at presenting information in an accurate and concise format.
  • Ability to think critically and strategically.

PHYSICAL DEMANDS:

  • While performing the duties of this job, the employee is frequently required to remain in a stationary position, move and/or position oneself, communicate, operate, and/or prepare, place, position objects, tools, or controls. 
  • The employee must occasionally move packages weighing up to 10 lb. 
  • Specific vision abilities required by this job include close observation and the ability to adjust focus. 
  • The mental and physical requirements described here are representative of those that must be met by an individual, with or without reasonable accommodation, to successfully perform the essential functions of this position.