Under general supervision, performs a variety of specialized complex, technical, professional, and confidential duties involved in the analysis of financial transactions and the implementation, configuration, and functionality of financial software applications. Coordinates assigned activities and provides technical support and assistance to financial system users. Work requires thorough knowledge of the assigned area as well as its procedures and operational details. The incumbent will also provide the expertise to properly document, implement, support, and train on the functionality of financial automation solutions and ensure financial data quality, integrity, and accuracy.

Receives direct supervision and work assignments from assigned manager. Exercises no direct supervision of staff. Provides technical and functional direction and training to staff.

This is a specialized classification responsible for assisting Fiscal Services managers and staff users with implementing and using financial software applications and analyzing financial transactions. Incumbents are expected to possess knowledge of budgeting, accounting, and financial application systems. This classification is distinguished from the Fiscal Services Specialist classification by the ability to create, configure, and analyze complex financial transactions and software applications. This classification is distinguished from the Director of Fiscal Resources in that the latter has full management and supervisory responsibility for planning, organizing, and directing the full scope of operations of the Budget and Accounting Coordinator and the Fiscal Specialists.

1. Serves as accounting/budget lead responsible for analyzing the budget, accounting, auditing, and reporting requirements of financial transactions. May include the analysis of transactions related to Payroll, Purchasing, Accounting, and Student Accounts.
2. Leads the budget work of Fiscal Specialist staff by prioritizing projects, delegating assignments, setting deadlines, reviewing the work, and explaining the changes.
3. Performs key financial analysis, reconciliations, and projections of revenues and expenditures.
4. Evaluates budget to actual results and trend analysis comparisons.
5. Researchs and develops procedures to resolve complex budgeting, accounting, auditing, and system functionality problems.
6. Recommends and implements any necessary changes in operations and procedures.
7. Assists the Fiscal Services department with planning, conducting, testing, and implementing office automation improvements, operational practices, and systems to enhance organizational effectiveness.
8. Leads and performs testing of financial management systems or emerging technologies to ensure the delivery of accurate, timely, and consistent quality data.
9. Develops and/or reviews a variety of highly complex reports.
10. Coordinates, develops, and reviews the preparation of the annual College budget.
11. Configures the budget software to ensure correct calculation of salaries and benefits projections, position control, salaries and benefits scenarios and what if-analysis, chart of accounts, and organizational structure.
12. Prepares and balances College personnel budget and determines and interprets savings from vacant positions.
13. Reviews audited financial statements; schedules, prepares, and gathers financial data for the audit report.
14. Assist with the development of training materials related to Fiscal Services financial processes and software applications and provides training to internal and campus staff.
15. Promotes an environment of belonging as it relates to diversity, equity, inclusion, social justice, anti-racism, and accessibility.
16. Provides quality customer service when interacting with the public, vendors, students, and College staff, including individuals from minoritized groups.
17. Supports and abides by federal, state, local policies, and Board Policies and Administrative Procedures.
18. Participates on committees, task forces, and special assignments, including, but not limited to Screening and Selection Committees and mandated trainings as required.
19. Prepares and delivers oral presentations related to assigned areas as required.

1. Principles and practices of supporting a diverse, equitable, inclusive, socially just, anti-racist, and accessible academic and work environment.
2. Terminology and practices of financial and accounting document processing.
3. Financial recordkeeping and report preparation techniques; business arithmetic and financial statistical techniques.
4. Generally Accepted Accounting Principles (GAAP); Government Accounting and Auditing Standards (GAAS); California Community College Budget and Accounting Manual (BAM); Privacy standards and regulations (such as HIPPA and FERPA).
5. Experience working with large data projects, data sets, and data extraction.
6. Budget preparation and control; methods and techniques of cost analysis; proficiency with spreadsheet and database software.
7. Experience working with Enterprise Application Systems; experience creating reports and queries.
8. Principles and practices of computer operations, data processing, analysis functions, and development of computerized forms, documents, and reports; principles of data management concepts and structures, including data collection, manipulation, and distribution requirements for analysis and reporting functions.
9. Organizational structure, operations, programs, and procedures common to institutions of higher education.
10. Modern office practices, methods, and computer equipment and applications related to the work.
11. Techniques for providing a high level of customer service by effectively dealing with the public, vendors, students, and College staff, including individuals of various ages, disabilities, socio-economic, and ethnic groups.

1. Advocate for and communicate the Colleges vision and commitment to creating a diverse, equitable, inclusive, socially just, anti-racist, and accessible academic and work environment.
2. Participate in addressing gaps in diversity, equity, inclusion, social justice, anti-racism, and accessibility in the recruitment and retention of staff.
3. Participate in providing resources and support towards the goal of a diverse, equitable, inclusive, socially just, anti-racist, and accessible academic and work environment.
4. Perform advanced, complex professional accounting, budgeting, and financial work.
5. Analyze and evaluate financial data related to functions and operations.
6. Analyze situations accurately and adopt effective course of action.
7. Adheres and maintains data quality standards established by College to ensure compliance with federal, state, and local regulations.
8. Plan, organize, and complete assignments with minimal amount of detailed instruction.
9. Develop sophisticated, efficient database queries from a highly-normalized databases; create, design, configure, and implement financial application systems.
10. Design, develop, implement, and execute business process improvements.
11. Design and conduct research projects of complex difficulty with defined parameters and generate clear and concise reports.
12. Maintain confidentiality of sensitive personal information of employees, former employees, and other matters affecting employee relations.
13. Plan, organize, and prioritize work tasks and manage assigned projects; meet established deadlines.
14. Interpret, apply, explain, and ensure compliance with applicable College standards, policies, procedures, rules, and regulations related to assigned area of responsibility.
15. Establish and maintain a variety of filing, record keeping, and tracking systems.
16. Organize own work, set priorities, and meet critical time deadlines.
17. Use English effectively to communicate in person, over the telephone, and in writing.
18. Understand scope of authority in making independent decisions; review situations accurately and determine appropriate course of action using judgment according to established policies and procedures.

1. Equivalent to a Bachelors degree from a regionally accredited college in business administration with enphasis in accounting, finance, computer sciences, or a related field; and
2. Three (3) years of progressively responsible experience in accounting, budgeting, financial analysis and financial software application implementation and configuration, preferably in a higher education setting.

1. Experience working with policies and procedures relating to diversity, equity, inclusion, social justice, anti-racism, and accessibility preferably in a minority serving institution such as Hispanic Serving Institution (HSI) and Asian American and Native American Pacific Islander-Serving Institution (AANAPISI); OR
2. Experience with participation in programs relating to diversity, equity, inclusion, social justice, anti-racism, and accessibility preferably in a minority serving institution such as Hispanic Serving Institution (HSI) and Asian American and Native American Pacific Islander-Serving Institution (AANAPISI).

Possession of, or ability to obtain, a valid California Drivers Licenses by time of appointment.