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Home My WebLink About03.i. Adopt changes to job classification of AccountantCentral Contra Costa Sanitary District ' BOARD OF DIRECTORS • l• POSITION PAPER Board Meeting Date: March 21, 2013 Subject: ADOPT REVISIONS TO THE ACCOUNTANT JOB CLASSIFICATION Submitted By: Initiating Dept. /Div.: Curt Swanson Administration /Human Resources Provisional General Manager REVIEWED AND RECOMMENDED FOR BOARD ACTION: T. O'Malley — Human Resources Manager � 4 C. Swanson Provisional General Manager ISSUE: Board of Directors' approval is required when making revisions to job classifications. RECOMMENDATION: Adopt revisions to the Accountant job classification. FINANCIAL IMPACTS: There is no fiscal impact associated with this request. ALTERNATIVES /CONSIDERATIONS: Do not adopt the revisions to the job classification. If this action is not approved, the Accountant classification will not accurately reflect the essential functions and the minimum qualifications required for this classification. BACKGROUND: Staff has evaluated the Accountant job classification and determined that several changes are necessary in order to accurately reflect the minimum qualifications required for the classification and to update the essential functions as this job classification has not been reviewed or revised since 2008. Attached is the draft revised job classification. Any additions are denoted in blue and any deletions are denoted by red strikeouts. This action was recommended for approval by the Human Resources Committee at its March 6, 2013 meeting. Additionally, the District has met and conferred with Public Employees Union, Local #1 regarding the changes to the Accountant job classification. RECOMMENDED BOARD ACTION: Adopt revisions to the Accountant job classification. Attachment: - Draft Revised Accountant Job Classification C: \Users \danderson \Desktop \FINAL PP- Accountant job class changes 03- 21- 13.doc Page 1 of 1 CENTRAL CONTRA COSTA SANITARY DISTRICT Effective: 8 03/21/13 Range: G -67 Respirator Class: 3 ACCOUNTANT DEFINITION Perform complex and difficult professional accounting duties requiring knowledge of governmental accounting systems, practices and principles. Duties include the preparation and analysis of monthly financial statements, budgeting, managing investments, forecasting cash flows, maintaining capital project accounting, performing financial analyses, maintaining grant records, reconciling accounts, and preparing special reports and analyses as required. SUPERVISION RECEIVED AND EXERCISED Receive general supervision from the Finance Manager and functional supervision from the Finance Administrator. May exercise technical supervision over Accounting Technician series. May supervise daily work activities within the Finance and Accounting Section including accounts payable, accounts receivable, cash receipts, general ledger, fixed assets, and payroll. EXAMPLES OF ESSENTIAL DUTIES - Duties may include, but are not limited to, the following: Prepare and analyze monthly financial statements and perform account reconciliations Maintain Capital Projects Accounting and monitor activity by reviewing and entering information into the computer system. Maintain accounts receivable processing; including billings, collections, doubtful accounts and cash receipt and refund entry. Maintain fixed assets accounting, monitor new purchases and movement of assets and record pertinent information. Prepare journal entries, post and reconcile general ledger accounts and subsidiaries. Perform daily cash management, monitor District's cash flow, maintain temporary investments, prepare cash flow analysis for investment purchases and maturities, and initiate transfers. CENTRAL CONTRA COSTA SANITARY DISTRICT Accountant (Continued) Maintain accurate recordkeeping of the District's Section 125 plan prepare reimbursements in accordance with District's plan documents reconcile accounts and reports. Maintain, reconcile, and process insurance payments for employee benefits and update employee information as needed Prepare work papers, financial statements, special billings, and various reports to /for State, Federal, and other agencies, as well as, for internal accounting. Participate and assist in the preparation of the Operations and Maintenance Budgets. Monitor budget activity, proper expenditure coding, document preparations, and other accounting related activities. Assist in /or perform preparation, analysis, and review reimbursements, expenditures, or other proprietary and budgetary accounts. reports. Ilpdate employee inform tieR, as n!1l1ded Prepare audit work papers for the District's independent auditors. Assist in the preparation of the annual financial statements and notes in accordance with governmental accounting and financial reporting standards; prepare and submit the Comprehensive Annual Financial Report (CAFR). Prepare and analyze budget reports, projections, and financial statements. Provide work direction and training to the Accounting Technician series, as required. Recommend and assist in implementing new or revised systems, applications, and procedures as appropriate. Review, analyze, and document accounting operations and systems. Apply accounting theory and expertise to work assignments. E CENTRAL CONTRA COSTA SANITARY DISTRICT Accountant (Continued) Perferm related duties as required-. EXAMPLES OF NOISLESSENTIAL DUTIES Duties may ORGIUde, but are not limited , Maintain financial records and control of grant- funded capital projects to ensure timely submission of payment requests and receipt of funds in compliance with grant conditions and expenditure limits. Perform related duties as required MINIMUM QUALIFICATIONS Knowledge of: Municipal and /or enterprise fund accounting principles, practices, and procedures. Governmental accounting standards including generally accepted accounting principles. Ordinances, resolutions, and laws affecting municipal accounting operations. Budgeting principles and practices. Government grant- funding procedures and requirements. Financial analysis, work paper, budget and report preparation procedures and practices. Principles and practices of information technology as it relates to the District's accounting and municipal operations. Safety hazards and appropriate precautions applicable to work assignments. Ability to: „'Rtem;+�, +�,y-Analyze and prepare work papers, reconciliations, budgets, projections and special projects. I CENTRAL CONTRA COSTA SANITARY DISTRICT Accountant (Continued) Gather, evaluate, and analyze complex financial data Identify balancing discrepancies Interpret reconciliations and financial statements Identify problems with the financial management information system Explain problems regarding the processing of financial information ... .r.,..,,......., .......h......,.., u,— rr, ray v, cr- writteR e less. Maintain fiscal control of grant- funded projects. Analyze financial systems, operations, and data and recommend appropriate courses of action. Analyze financial statements and prepare reports. thereeR. Function in an electronic data processing environment. Communicate effectively, both orally and in writing. Work iRdep°nd ° ^ +'" Perform work independently and within an environment of competing priorities. Research, interpret and apply various governmental regulations and laws. Build and maintain positive working relationships with employees and the public by providing high levels of customer service. Supervise and direct the work of others; coordinate work effort with other District employees. Sit at desk for long periods of time on a continuous basis Intermittently twist to 2 CENTRAL CONTRA COSTA SANITARY DISTRICT Accountant (Continued) reach equipment surrounding desk and perform simple grasping and fine manipulation; use telephone and write or use keyboard to communicate through written means; and lift or carry weight of 25 pounds or less Experience and Education: Any combination equivalent to experience and education that could likely provide the required knowledge and abilities would be qualifying. A typical way to obtain the knowledge and abilities would be: Experience Two years of experience in a professional accounting capacity in the preparation and maintenance of accounting documents and records in municipal fund accounting. Education Equivalent to a bachelor's degree from an accredited college or university with major study in accounting or a related field. Substitution for Education: Four years of additional qualifying advanced accounting experience as noted above may be substituted for the bachelor's degree. Licenses and Certifications: May need to possess a valid California Driver's License as required by the position. C.P.A. or C.M.A. is desirable, but not required. 61