Home < Policies,
Employee & Labor Relations < UC
Systemwide Series Concepts / Job Specifications <
Class F - Fiscal, Management, and Staff Services Accountant
University of California Series Concepts
Class Specifications - F.35
Principal Accountant II - 7615
Principal Accountant I - 7616
Senior Accountant - 7617
Accountant - 7618
Assistant Accountant - 7619
April, 1973
SERIES CONCEPT
Accountants conduct or supervise responsible and complex accounting requiring a knowledge of over-all University accounting policies, procedures, and practices, as well as a knowledge of the campus accounting program; and perform other related duties as required.
Incumbents supervise the preparation of journal entries, claims, and other accounting records; analyze and interpret accounting data and make recommendations and reports; project trends on the basis of statistical and accounting data; perform internal audit of accounting systems and procedures; compute and estimate the effect of proposed changes in operating programs or accounting operations; determine the need for and the use of accounting data; prepare monthly data; prepare monthly operating statement from accounts of self-supporting departments or auxiliary enterprises; make recommendations on financial management problems; and provide advice and assistance to departmental and campus administrators.
Accountants are expected to have a broad knowledge of the doctrines, theories, and principles of the accounting profession, and to be able to apply these to all types of financial transactions.
Positions that require a familiarity with certain accounting procedures such as posting, compiling data, and maintaining ledgers, but do not require a thorough knowledge of accounting doctrines, theories, and principles, are not included in this series. Such positions should be allocated to an appropriate clerical or technical class.
CLASS CONCEPTS
Principal Accountant II and I
Incumbents are responsible for supervising or performing the highest level of accounting activities. Positions are allocated to these levels by the Chancellor or Vice President on the basis of internal comparison with Staff Officer I and II classes and the nature and scope of responsibilities, the role of the position in the over-all management function, and the specialized requirements of the work.
Senior Accountant
Incumbents (a) have continuing responsibility for one or more of the major functional areas of the campus-wide accounting program such as payroll, gifts and endowments, grants and contract:, auxiliary enterprises, foreign and special projects, disbursements, and plant operations, and normally supervise other Accountants, or (b) perform responsible duties in the development, revision or installation of accounting systems, procedures, and reports on a University-wide basis. Accounting duties are performed under minimal supervision and work is reviewed in terms of meeting specific goals and objectives.
Typically at this level, incumbents develop and recommend policies and procedures for financial reporting and cost analysis in specialized areas; develop or modify major segments of an accounting system including associated accounts, records, reports, and controls; prepare instructions for changes in the accounting system; provide advice and assistance to other Accountants on the more difficult problems; provide consultative service to campus officials; and supervise the work of other accountants.
Accountant
Incumbents perform responsible and complex accounting duties with only general supervision. The majority of accounting duties in a campus accounting office or other operational unit are performed at this level.
Typically at this level, incumbents supervise the preparation of journal entries, claims, and other accounting records; analyze and interpret accounting data and make recommendations and reports; perform internal audit of accounting systems and procedures; determine need and use of accounting data; prepare monthly operating statements of self-supporting departments or auxiliary enterprises; and provide advice and assistance to departmental and campus administrators.
Assistant Accountant
Incumbents perform accounting duties under the supervision of a higher level accountant. Assignments may be mare limited than those at the Accountant level, but the primary distinction is the degree of independence with which the incumbent performs a wide variety of professional accounting duties.
MINIMUM QUALIFICATIONS
Principal Accountant II
Graduation from college with a major in accounting and seven years of experience in accounting; or an equivalent combination of education and experience.
Principal Accountant I
Graduation from college with a major in accounting and six years of experience in accounting; or an equivalent combination of education and experience.
Senior Accountant
Graduation from college with a major in accounting and four years of experience in accounting; or an equivalent combination of education and experience.
Accountant
Graduation from college with a major in accounting and two years of experience in accounting; or an equivalent combination of education and experience.
Assistant Accountant
Graduation from college with a major in accounting; or an equivalent combination of education and experience.
