Position Classification Description

Position Class Code / Title: B1012 / Fiscal Services Tech
Recruitment Tier: Tier 1
FLSA: Non-Exempt
Grade: 09

This is a description of a Staff Position Classification. It is not an announcement of a position opening. To view descriptions of current openings, please go to UNMJobs and Search Postings to view positions that are currently accepting applications.

The following statements are intended to describe, in broad terms, the general functions and responsibility levels characteristic of positions assigned to this classification. They should not be viewed as an exhaustive list of the specific duties and prerequisites applicable to individual positions that have been so classified.


Assists in maintaining records of fiscal and budgetary controls, ledgers, and/or other related transactions, in either direct or indirect support of accountants or administrators. Processes routine financial documents and fund transactions, reconciles financial records, and analyzes routine financial data. Assists in the development, coordination, and maintenance of unit budgets, as appropriate. May serve as unit requisitioner or initiator of financial transactions.

Duties and Responsibilities

  1. Maintains or assists in the maintenance of unit fiscal control systems and ledgers, which may involve requesting setting up indexes, preparing and processing fiscal transactions and documents, uploading and downloading financial entries and reports, preparing trial balances, clearing suspense items, and/or coordinating period closings.
  2. Posts routine budget, revenue, expense, and correcting entries for internal unit financial control systems or the institution's finance system.
  3. Maintains fund levels appropriate for daily operations and prepares deposits of cash and cash-related items; balances cash funds and accounts to the financial reporting system.
  4. As appropriate to the position, performs transaction initiation, requisition, or journaling duties, such as processing purchasing requisitions, direct pay requests, journal vouchers, and/or petty cash reimbursements.
  5. Reviews and processes routine accounting data; prepares revenue and expense projections and financial reports.
  6. Responds to a range of inquiries regarding financial transactions; researches and resolves problems.
  7. Prepares documentation for accounts payables/receivables, cost reimbursements, and other billings for processing; maintains supporting worksheets.
  8. Prepares time sheets, including overtime and shift differential calculations; maintains leave and payroll records, as appropriate to operational requirements.
  9. Reviews purchasing, travel, and personnel transactions for availability of funding, mathematical accuracy, coding and distribution of account numbers, and adherence to funding regulations and university policy; may also originate or prepare these documents; processes complex invoices for payments.
  10. Assists in the development and management of budgets for the department or assigned areas; may suggest financial control procedures.
  11. Distributes periodic financial reports, maintains physical inventories, and assists with other clerical functions as required.
  12. May supervise student employees, volunteers and/or interns; may lead lower-graded staff.
  13. Performs miscellaneous job-related duties as assigned.

Minimum Job Requirements

  • High school diploma or GED; at least 3 years of experience directly related to the duties and responsibilities specified.
  • Completed degree(s) from an accredited institution that are above the minimum education requirement may be substituted for experience on a year for year basis.

Knowledge, Skills and Abilities Required

  • Ability to calculate numbers, correct entries, and post to records.
  • Knowledge of cash management principles and/or procedures.
  • Ability to perform simple accounting procedures.
  • Ability to communicate effectively, both orally and in writing.
  • Ability to understand and apply University policies and procedures.
  • Ability to utilize an automated accounting system.
  • Ability to analyze, balance and/or reconcile financial data.
  • Ability to prepare financial reports, and/or update financial statements and/or projections.
  • Knowledge of general accounting principles.
  • Ability to access, search, and navigate on the web.
  • Ability to lead and train assigned staff.

Distinguishing Characteristics

    Position requires: a) Performing basic, routine accounting functions on an automated accounting system to include verification and correction of entries, reconciling, and posting to records; b) Reviewing documents for accuracy, coding, distribution of accounts and adherence to regulations and policy; and c) Preparing basic, routine financial reports, statements and projections on an automated accounting system or spreadsheet.

Conditions of Employment

  • Employees who provide services or work in patient care or clinical areas are required to be in compliance with the University's influenza vaccination requirement.
  • All regular, non-temporary positions assigned to this classification are represented by a labor union and subject to the terms and conditions of the US-UNM Collective Bargaining Agreement.

Working Conditions and Physical Effort

  • No or very limited physical effort required.
  • No or very limited exposure to physical risk.
  • Work is normally performed in a typical interior/office work environment.

The University of New Mexico provides all training required by OSHA to ensure employee safety.

Revised Date: 05/02/2021