1. get the position description % of time essenti al responsibility / duty 35yes manages,...

1. Get the Position Description

% of Time

Essential Responsibility / Duty

35 YesManages, coordinates and maintains departmental business/financial matters including purchasing, travel, and cash handling.

20 YesPerforms moderately complex bookkeeping, clerical work, and fiscal record keeping.

20 YesMonitors and maintains departmental contracts, projects and schedules.

20 YesProcesses purchase orders, prepares monthly reports, performs data entry, and reconciles accounts.

5 Yes Performs other duties as assigned

Business Support Specialist II

2. Identify the Functions

Function Function Description

Acquire and pay for goods and services; process travel

Requisitioning, ordering, receiving and paying for goods and services, booking reservations and paying for travel; sustaining vendor relationships

Support financial management

Budgeting, billing and collections, cash handling, financial system reconciliation and reporting, cash and debt management

Manage and support adepartment, set of departments, …and other general administration activities

Activities involved in the management and support of a departments, a set of departments, … other than those reported elsewhere; project management services; administrative support for …operations, clerical and administrative support for units; developing and monitoring third party agreements including affiliation agreements

3. Identify the ActivityFunction: Support financial mgt (pg. 7)

Activity Name Activity Description

Reconcile unit financialsystems to FAMIS or yourTAMUS member financialsystem

Reconcile financial information in unit financial system, spreadsheet, or database to FAMIS or your TAMUS member financial system ledger information; follow up ‐on cost transfers, incorrect billings, and the like. Research problems, contactothers for information, and re submit paperwork.‐

Prepare financial reports foruse by TAMUS or TAMUSmember management and staff

Prepare, for TAMUS or TAMUS membermanagement and staff, monthly/quarterly/annualand one time financial management reports‐including projections to year end; include time spent re‐keying data to produce reports in different formats

Maintain TAMUS or TAMUSmember financial records

Manage storage and retrieval of TAMUS or TAMUSmember financial management data in paper,electronic or micro film format; maintain audit trailon transactions.

3. Identify the Activity

Function: Support financial mgt (pg. 10)

….what if I can’t find the activityActivity Name Activity Description

Manage financial activities(when more specific financial management activities are not listed above)

Activities related to managing financial processeswhich are not listed above or which do notindividually total 5 % of my report’s effort.

Perform financial activitiesnot listed above

Activities in support of financial processes which are not listed above or which do not individually total 5% of my report’s effort.

4. Estimate Percent Effort

% Effort Activity Name

20 Reconcile unit financial systems to FAMIS or yourTAMUS member financial System

20 Prepare financial reports for use by TAMUS or TAMUS member management and staff

10 Maintain TAMUS or TAMUS member financial records

5. Download a PDF Version

6. Review with Others as Necessary

7. Submit final survey by June 20, 2014