POSITION IDENTIFICATION
TITLE Fiscal and Administrative Manager - Center for Resource Planning and Management (CRPM)
CLASSIFICATION NUMBER 2519
GRADE 44
CLASSIFICATION Exempt
IMMEDIATE SUPERVISOR Director, Center for Resource Planning and Management
GENERAL FUNCTION
Under the supervision of the Director, the Fiscal and Administrative Manager - Center for Resource Planning and Management (CRPM) is responsible for the accounting, purchasing, and fiscal management functions of the Center for Resource Planning and Management (CRPM) and the Southwest Missouri Council of Governments (SMCOG or the Council) and related organizations and clients. The Fiscal and Administrative Manager - CRPM manages the Southwest Missouri Revolving Loan Fund (RLF), assists with meeting facilitation, assists with day-to-day office operations, and supervises administrative staff. The Fiscal and Administrative Manager – CRPM works closely with other staff members, student interns, outside agency staff, CPAs, and advisory boards and committees to fulfill essential duties and other duties as assigned by supervision.
MINIMUM ACCEPTABLE QUALIFICATIONS
Education: A Bachelor’s degree is required. A degree in accounting or related field is preferred.
Experience: At least two years of relevant experience is preferred. Supervisory experience is preferred.
Skills: Knowledge of and aptitude with accounting procedures, tested and proven clerical aptitude, and the ability to operate a 10-key calculator and perform data entry on a personal computer are required. A strong working knowledge of word processing and spreadsheet applications is required. A working knowledge of or the ability to learn and use database applications, the administrative business system or enterprise resource planning system, and other systems or applications that may be used within the University or department is required. The ability to maintain moderately complex filing systems and records and make mathematical calculations is required. The ability to maintain departmental financial records and accounts and prepare financial reports is required. Ability to review loan applications, compile loan service documents, and process loan payments is required. Strong verbal and written communication skills are required. The ability to read, interpret, and follow state and federal program guidelines is required. The ability to work with minimal supervision, meet deadlines, and work efficiently in non-routine situations is required. Ability to professionally represent the organization at important events, functions, or meetings is required. The ability to develop knowledge of, respect for, and skills to engage with those of other cultures or backgrounds is required. Knowledge of and experience with GMS accounting software is preferred. Experience with Banner and ARGOS software is preferred. Knowledge of and experience with QuickBooks is preferred.
Certification: None required.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Daily and/or weekly responsibilities include:
1. Acts as financial administrator of programs related to agency operations.2. Serves as administrator of general office operations including purchases, invoices, and records deposits.
3. Supervises fiscal compliance with program requirements; preparation of journals, ledgers, books of account, and financial statements; preparation of payroll and bill remittance; and supervises administrative staff positions.
4. Oversees the Southwest Missouri Revolving Loan Fund (RLF) by facilitating Loan Review Committee meetings; reviewing loan pre-application submittals and applications; directing other staff and contractors in obtaining a credit memo and security agreements; presenting loan applications to the Loan Review Committee; processing loan payments; and completing other tasks to service the loan.
5. Provides analysis, tracking, and reporting for the Center and Council, related organizations, and programs; coordinates all agency purchases; implements and maintains fiscal computerization; participates in fiscal decisions regarding agency programs; and enforces procurement and fiscal policies.
Monthly or bi-weekly responsibilities include:
6. Conducts financial reporting to the management staff, Council, and funding agencies.
7. Manages labor redistributions and payroll reports.
8. Develops and monitors innovative fiscal management and internal control systems and prepares budgets for various programs.
9. Facilitates board or advisory committee meetings and reviews/edits board or committee meeting minutes.
Quarterly and/or semi-annual responsibilities include:
10. Prepares loan program financials, quarterly reports for various grants, and various reports for programs.
11. Prepares budgets for all organizations.
12. Recommends and supervises investments of agency reserve funds.
13. Prepares and revises budgets for CRPM, SMCOG, and related organizations.
Annual responsibilities and expectations include:
14. Supervises and prepares year-end processes and close-out of financial. Prepares internal audits and assists with annual C.P.A. audits of SMCOG and related organizations; assists with the development of a fiscal year operating budget and advises the Director; assists with the development of a fiscal year annual report; reviews and updates procurement and fiscal policies; conducts staff appraisals and develops Annual Development Plans; and performs any other assigned year end tasks.
15. Contributes to a work environment that encourages knowledge of respect for, and development of skills to engage with those of other cultures or backgrounds.
16. Remains competent and current through self-directed professional reading, developing professional contacts with colleagues, attending professional development courses, and attending training and/or courses required by the Director, Center for Resource Planning and Management.
17. Contributes to the overall success of the Center for Resource Planning and Management by performing other essential duties and responsibilities as assigned by supervision.
SUPERVISION
The Fiscal and Administrative Manager – Center for Resource Planning and Management supervises CRPM/SMCOG administrative staff.
OFFICE OF HUMAN RESOURCES
REVISED AUGUST 2024
