POSITION IDENTIFICATION
TITLE Lead Accounting Technician
CLASSIFICATION NUMBER 4012
GRADE 14
CLASSIFICATION Nonexempt
IMMEDIATE SUPERVISOR Varies
GENERAL FUNCTION
The Lead Accounting Technician is based in a Financial Services unit and performs responsible and complex bookkeeping/accounting clerical, and/or purchasing functions that require a thorough knowledge of federal and state regulations, University policies, and departmental operations, the exercise of independent judgment in the absence of established procedures, and discretion in the dissemination of information. Within an overall context of serving as a customer service representative of the University, the Lead Accounting Technician maintains diverse and detailed financial records and provides a variety of responsible clerical assistance in an assigned function such as accounts payable, accounts receivable/collections, payroll, cashiering/cash receipts, acquisitions and/or purchasing functions. The Lead Accounting Technician’s work is occasionally spot-checked but is primarily reviewed through continuous or periodic audits and evaluations of final results and includes such functions as preparing, recording, and examining fiscal records. This job description is intended to indicate the basic nature of the positions allocated to the classification and give examples of typical duties that may be assigned. It does not imply that all positions within the class perform all of the duties listed, nor does it list all possible duties that may be assigned.
MINIMUM ACCEPTABLE QUALIFICATIONS
Education: A high school diploma or the equivalent is required. Specialized training beyond the high school level emphasizing cash handling, accounting for cash, purchasing, business office procedures, and/or bookkeeping or accounting is preferred. Additional years of education beyond high school in accounting or a related field may be substituted for all or part of the experience requirement.
Experience: At least three years of progressively responsible bookkeeping, purchasing, and/or accounting experience is required.
Skills: Exceptional aptitude in accounting procedures, tested and proven clerical aptitude to include complex filing systems, the ability to operate a 10-key calculator and functional knowledge of keyboarding are required. The ability to learn, apply, and communicate policies, procedures, and regulations relevant to assigned account functions and make basic mathematical computations rapidly and accurately are required. Excellent communication and interpersonal skills are required. Functional knowledge of spreadsheet software (such as Excel), word processing software (such as Word), and other business-related software programs are required. The ability to develop knowledge of, respect for, and skills to engage with those of other cultures or backgrounds is required.
Effort: Lead Accounting Technician positions are primarily sedentary.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Serves as Lead Accounting Technician by providing guidance to other Accounting Technicians, acting as a point of contact for vendors and University administrators, and directs daily functions as a lead technician.2. Prepares and processes a variety of documents including invoices, reimbursement claims, requisitions and other forms and materials involved in financial transactions. Performs appropriate financial functions in the preparation, classification, coding, recording, and/or processing a variety of accounting documents by examining invoices, travel expense claims, vouchers, and purchase orders to determine the propriety of the expenditure; checking mathematical extensions on invoices; comparing invoice prices to purchase order or contract prices; comparing units invoiced to units received; charging the appropriate account; or distribution of various purchasing documents to the appropriate department, vendor or agency.
3. Performs a full range of assignments including using independent judgment for interpretation and application of guidelines and assisting in developing guidelines to improve controls, methodologies, and other changes to the ERP system.
4. Assists with departmental administration by performing general clerical functions including maintaining files, sorting records and proofreading documents, preparing standardized forms or form letters, composing basic correspondence, operating standard office equipment, processing incoming or outgoing correspondence, verifying appropriate signatures and authorizations, assigning and verifying coding, preparing, editing, and maintaining a variety of online, imaged, and paper records of transactions, auditing financial records kept in other departments, such as supporting documentation for P-Card purchases, and preparing spreadsheets as needed.
5. Promotes a positive and professional image of the department by being knowledgeable about various federal and state regulations, University policies and procedures, and departmental policies and procedures, answering questions asked by students, faculty, staff, parents, vendors, or others doing business with the department or University, and referring questions or issues beyond the scope of the job to an appropriate administrator.
6. Provides customer service by explaining University policies and resolving problems or referring them to higher authority for resolution.
7. Assists with the development of a competent staff by training, orienting, or providing guidance to new or re-assigned employees regarding departmental policies and procedures and the operation of appropriate equipment and computer software.
8. Contributes to a work environment that encourages knowledge of, respect for, and development of skills to engage with those of other cultures or backgrounds.
9. Remains competent and current by attending professional development courses, software training classes, and courses and/or training sessions as directed by the supervisor or required by the University.
10. Contributes to the overall success of the Division of Financial Services by performing other essential duties and responsibilities as assigned, maintaining high levels of accuracy, maintaining a professional demeanor and appropriate levels of confidentiality, and providing excellent customer service.
SUPERVISION
The Lead Accounting Technician is supervised by the designated supervisor and may direct the work of others.
OFFICE OF HUMAN RESOURCES
REVISED MAY 2024
