STATE OF NEW HAMPSHIRE
HUMAN RESOURCES
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.
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DISTINGUISHING FACTORS:
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.
MINIMUM QUALIFICATIONS:
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.
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Last Updated 08/12/02
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