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Specification for Class



7338 (SEIU Local 925 Clerical Supervisory)


Supervise others in the development, implementation and maintenance of complex financial information systems and processes, ensuring accuracy, timeliness and compliance with applicable regulations and accounting practices. Perform complex technical fiscal analyses and financial reporting including planning, interpreting, reviewing and making recommendations regarding fiscal operations that may involve an overlap or combination of disciplines.


This position has responsibility for day-to-day operations of a fiscal unit, and regularly assigns, instructs and checks the work of others. Under administrative direction, independently establish procedures and methods for developing and monitoring budgets or fiscal functions, and for collecting, analyzing, interpreting and disseminating budget/fiscal information for the organization. Responsible for a major budget function, such as position control or allocation control; or for evaluating financial alternatives and recommending appropriate action; establishing and maintaining comprehensive fiscal record keeping systems; and recommending or implementing changes to fiscal information systems which have department-wide impact.

Positions at this level function in support of a unit with several diverse activities such as research, teaching, patient care, and community service programs. Oversight of functions may cross into multiple sites, and may require direction of Professional Staff and other higher level employees.

Incumbent exercises a high level of decision-making authority with respect to allocation and expenditure of funds, and is involved in the evaluation, recommendation or actually making the financial decision.

With delegated authority, the incumbent interviews and selects applicants, conducts training, assigns and schedules work, conducts annual performance evaluations and recommends disciplinary action.

Incumbent has signature approval authority for daily payroll, purchasing, budget allocation, and other financial transactions. In the absence of the Administrator, may be delegated additional approval authorities.


  • Oversee and monitor all fiscal unit activities. Comply with all University policies and procedures, and conduct fiscal matters according to the generally accepted accounting standards. Establish and comply with operational work standards in the unit and assure that all employees are following the rules and policies set forth. Independently resolves problems related to financial transactions and fiscal staff.
  • Supervise at least 1.0 FTE which includes recruitment, hiring, training, evaluation, and disciplinary action, and provide work direction to a variety of positions within the unit; typically directs the work of a systems support position(s) in development, installation, implementation and maintenance of departmental financial systems.
  • Develop, implement and maintain financial accounting systems requiring the assimilation and integration of separate and distinct financial information systems. Develop, modify and maintain multiple record keeping and reporting systems for varied and complex sources of funding; develop procedures for implementation, execution, control and review/audit of fiscal operations.
  • Provide guidance to others in the design, development and/or implementation of computer analytical models for projection or analysis of fiscal data or in area of major budget function;
  • Participate in the selection and/or development of financial software packages or programs; identify possible areas where adding a computerized financial system would be advantageous.
  • Oversee centralized payroll, purchasing, travel, budget, equipment inventory, gift processing, revenue centers, accounting functions relative to all budgets (state, self-sustaining, gifts, endowments, grant/contracts, residency single source, hospital support, clinical practice plans, etc.).
  • Develop budgets for grants, contracts or other funding requests; coordinate preparation of appropriate forms for contracts and agreements; develop, recommend, and/or establish charge schedules for cost center and/or self-sustaining accounts; calculate depreciation and amortization of equipment.
  • Oversee production of specialized financial reports requiring a high level of sophistication and complexity relative to the University. Prepare information and reports that forecast trends, analyze performance results, and address financial concerns.
  • Develop long-term planning documents including forecasted fiscal needs/commitments; participate in the planning of new programs/projects by conducting analysis of unit needs and resources, and making revenue projections; evaluate unit programs through comparison of actual performance with budgeted/planned objectives; research and determine causative factors in expenditure trends; formulate and recommend corrective action.
  • Serve as an advisor to faculty and staff on allowable costs on budgets from multiple sources. Participate as a representative on institutional committees, as assigned. Consult with representatives from other agencies regarding fiscal matters.
  • Perform related duties as required.




A Bachelor's degree in Accounting, Business Administration or related field; three years of experience in administration of departmental financial processes and systems, or equivalent combination of education/experience. Relevant on-line application experience required.

Knowledge of UW policies, regulations, and institutional/state accounting and/or budget procedures highly desirable.


New Class: 1/3/73
Revised Class/Title: 6/5/92
Revised Class/Title: 10/31/00
Revised Class/Title: 2/1/01

CSR Class Conversion (mc): 06-01-05