STATE OF NEW HAMPSHIRE
CLASSIFICATION: FINANCE ASSISTANT
Class Code: 4400-16 Date Established: 12-06-93
Occupational Code: 7-1-4 Date of Last Revision: 12-28-01
BASIC PURPOSE: To perform financial and administrative procedures, maintenance of financial administrative records, independently performs data collection and reporting processes for an organizational unit or section.
CHARACTERISTIC DUTIES AND RESPONSIBILITIES:
· Schedules and tracks the established administrative and financial processes of a financial unit.
· Maintains all financial records for a work section or unit.
· Compiles cost-analysis reports, surveys and investment manager agreements and files according to state and federal.
· Advises investment managers, actuarial consultants and investment consultants on the established policies of the agency and related parties.
· Disseminates revised guidelines to discretionary investment managers.
· Ensures compliance with the maintenance of current investment objectives and guidelines by incorporating amendments consistent with agency directives.
Skill: Requires skill in developing formats and procedures for special applications OR in investigating and reviewing the use of equipment and data for a specialized function.
Knowledge: Requires knowledge of business practices and procedures or technical training in a craft or trade, including working from detailed instructions, to apply knowledge in a variety of practical situations.
Impact: Requires responsibility for achieving direct service objectives by assessing agency service needs and making preliminary recommendations for the development of alternative short-term program policies or procedures. Errors at this level result in incomplete assessments or misleading recommendations causing a disruption of agency programs or policies.
Supervision: Requires no supervision of employees or functions.
Working Conditions: Requires performing regular job functions under good conditions in a safe working environment.
Physical Demands: Requires sedentary work, including continuous sitting or occasional standing and walking.
Communication: Requires summarizing data, preparing reports and making recommendations based on findings which contribute to solving problems and achieving work objectives. This level also requires presenting information for use by administrative-level managers in making decisions.
Complexity: Requires a combination of job functions to establish facts, to draw daily operational conclusions, or to solve practical problems. This level also requires providing a variety of alternative solutions where only limited standardization exists.
Independent Action: Requires a range of choice in applying a number of technical or administrative policies under general direction and in making routine decisions or in recommending modifications in work procedures for approval by supervisor.
Education: Associate's degree from a recognized college or university with a major study in accounting, banking and finance or computer applications supplemented by courses in program/process management and planning. Each additional year of approved formal education may be substituted for one year of required work experience.
Experience: Three years' experience in business systems methods study, investment cost analysis, portfolio analysis, investment guidelines control or other specialized program and process management experience. Each additional year of approved work experience may be substituted for one year of required formal education.
License/Certification: Valid New Hampshire driver's license required if necessary to travel to offices and/or employers to perform job accountabilities.
RECOMMENDED WORK TRAITS: Knowledge of modern principles and practices of public or business administration. Knowledge of modern office methods and procedures. Knowledge of basic principles and practices of accounting. Ability to conduct studies and analyses contributing to the development of sound operational procedures. Ability to communicate effectively. Ability to understand and carry out instructions. Ability to establish and maintain harmonious working relationships with administrative officials, other employees and the general public. Must be willing to maintain appearance appropriate to assigned duties and responsibilities as determined by the agency appointing authority.
DISCLAIMER STATEMENT: This class specification is descriptive of general duties and is not intended to list every specific function of this class title.
Last Updated 08/12/02