POSITION DESCRIPTION

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1 State of Michigan Civil Service Commission Capitol Commons Center, P.O. Box Lansing, MI Position Code 1. FISPL2 POSITIO DESCRIPTIO This position description serves as the official classification document of record for this position. Please complete the information as accurately as you can as the position description is used to determine the proper classification of the position. 2. Employee's ame (Last, First, M.I.) 8. Department/Agency TREASURY CETRAL PAYROLL 3. Employee Identification umber 9. Bureau (Institution, Board, or Commission) Executive Office 4. Civil Service Position Code Description 10. Division Financial Specialist-2 5. Working Title (What the agency calls the position) 11. Section School District Financial Specialist 6. ame and Position Code Description of Direct Supervisor 12. Unit JOHSO, ROMAEIR; EXEC DIRECTOR FCL REVIEW COMM 7. ame and Position Code Description of Second Level Supervisor 13. Work Location (City and Address)/Hours of Work SCORSOE, ERIC; SEIOR DEPUTY DIRECTOR Cadillac Place 3022 W. Grand Blvd., Detroit, MI / 8:00 a.m. 5:00 p.m., or as needed 14. General Summary of Function/Purpose of Position This position functions as the financial specialist for the Financial Review Commission with sole responsibility and financial overview for the oversight for the Detroit Public Schools Community District (DPSCD) under Public Act (PA) 181 of 2014 and other related state and federal laws and regulations. The position requires significant interaction with personnel of DPSCD, including its CFO, the Transition Manager and, when elected, the School Board, members of the FRC and the Department of Treasury. In addition, the position function will require a lesser level of financial analysis for the Financial Review Commission s oversight responsibility for the City of Detroit (City), which will require interaction with senior personnel of the Office of the Chief Financial Officer, members of the FRC and the Department of Treasury. The financial analysis with regard to both DPSCD and the City includes budget analysis and reviews, reviewing various financial statements and reviewing contracts that the FRC is required to review, and reporting to the FRC and its subcommittees regarding the analysis. The financial specialist also has responsibility to assure that DPSCD and the FRC are in compliance with the requirements of Act 181 of 2014 and the other statutes referred to in Act 181.

2 15. Please describe the assigned duties, percent of time spent performing each duty, and what is done to complete each duty. List the duties from most important to least important. The total percentage of all duties performed must equal 100 percent. Duty 1 General Summary: Percentage: 50 Assure the proper functioning of the FRC, its staff, and responsiveness of DPSCD to the needs of the FRC. Assist the City Financial Specialist with monitoring City finances and operations. Review and analyze deliverables submitted by DPSCD. Prepare and present reports for members of the FRC. Provide support in the review and analysis of submitted City deliverables. Oversee the process of contacting or responding to DPSCD to schedule meetings of FRC s subcommittees and general meetings and make sure that all materials requested have been received, reviewed and circulated to members of the FRC. Develop guidelines for reviewing and analyzing the finances and operations of DPSCD. Conduct meetings with representatives of DPSCD to discuss financial and operational issues. Review PA 181 of 2014 and other applicable statutes with regard to the requirements of the FRC and DPSCD. Conduct meetings with FRC legal counsel as needed. As needed, assist the City Financial Specialist with monitoring City finances and operations. Anticipate and then formulate current and long range issues that will have to be presented to the FRC. Prepare presentations to the FRC reflecting the facts as they affect the current and long range issues. Work with DPSCD to be able to assure DPSCD that facts presented or to be presented to the FRC are completely stated and accurate. Clear and accurate communications with all constituents is critical. Make presentations to the subcommittees of the FRC and the DPSCD and to the whole FRC at open meetings. As needed, support the City Financial Specialist with the review and analysis of deliverables submitted by the City. Duty 2 General Summary: Percentage: 25 Plan, organize, and direct consultants and day-to-day office functions.

3 Develop goals and objectives for all programs. Evaluate the effectiveness and efficiency of staff activities through the review of reports and sampling. Prepare monthly and annual reports on accomplishments, activities, and production. Foster teamwork within the staff. Identify staff development and training needs. Develop budget recommendations to Administrator for necessary staff and materials. Perform related work as assigned. Oversee maintenance of physical and electronic files. Oversee maintenance of public website. Duty 3 General Summary: Percentage: 10 Special projects and duties. Special projects and other duties, as assigned or as developed by the manager. Duty 4 General Summary: Percentage: 15 Conference with Executive Director to develop and talk through issues and matters that may come up in the near or intermediate future. Face to face meetings between the Executive Director and the manager to develop ideas, compare information and develop the work that needs to be accomplished in Duties 1 and Describe the types of decisions made independently in this position and tell who or what is affected by those decisions. Independent decisions concerning work assignments and program changes necessary to reflect internal or external changes; identification and prioritization of issues to be addressed. Staff and qualified cities and school districts may be affected. 17. Describe the types of decisions that require the supervisor's review. Publication of documents, web based program changes, or decisions with budgetary effect. Any politically sensitive decisions involving qualified cities and school districts. 18. What kind of physical effort is used to perform this job? What environmental conditions in this position physically exposed to on the job? Indicate the amount of time and intensity of each activity and condition. Refer to instructions. This position is conducted in a standard office environment operating personal computer, fax machine, copier, and telephone. Some repetitive motion tasks, standing, sitting, stooping, reaching, and walking are required. May be required to work extended hours occasionally. 19. List the names and position code descriptions of each classified employee whom this position immediately supervises or oversees on a fulltime, on-going basis. Additional Subordinates

4 20. This position's responsibilities for the above-listed employees includes the following (check as many as apply): Complete and sign service ratings. Assign work. Provide formal written counseling. Approve leave requests. Approve work. Review work. Approve time and attendance. Provide guidance on work methods. Orally reprimand. Train employees in the work. 22. Do you agree with the responses for items 1 through 20? If not, which items do you disagree with and why? Yes. 23. What are the essential functions of this position? This position functions as the financial specialist for the Financial Review Commission with sole responsibility and financial overview for the oversight for DPSCD under Public Act (PA) 181 of 2014 and other related state and federal laws and regulations. The position requires significant interaction with personnel of DPSCD, including its CFO, the Transition Manager and, when elected, the School Board, members of the FRC and the Department of Treasury. In addition, the position function will require a lesser level of financial analysis for the Financial Review Commission s oversight responsibility for the City, which will require interaction with senior personnel of the Office of the Chief Financial Officer, members of the FRC and the Department of Treasury. The financial analysis with regard to both DPSCD and the City includes budget analysis and reviews, reviewing various financial statements and reviewing contracts that the FRC is required to review, and reporting to the FRC and its subcommittees regarding the analysis. The financial specialist also has responsibility to assure that DPSCD and the FRC are in compliance with the requirements of Act 181 of 2014 and the other statutes referred to in Act 181. Includes all the requirements of Section 18 of the PD. 24. Indicate specifically how the position's duties and responsibilities have changed since the position was last reviewed. ew position. 25. What is the function of the work area and how does this position fit into that function? The Office of the Finance Review Commission develops and implements policy, reviews, analyzes, and evaluates qualified cities and school districts to ensure conformance with PA 181 of 2014, and other guidelines, methods, policies and implementing protocols and strategies that will assist DPSCD and the City in retaining strong fiscal health and avoiding financial crisis. This position will provide daily management within the Office of the Financial Review Commission for the DPSCD. 26. What are the minimum education and experience qualifications needed to perform the essential functions of this position. EDUCATIO: Possession of a bachelor's degree in any major with at least 24 semester (36 term) credits in one or a combination of the following: accounting, finance, or economics. EXPERIECE: Four years of professional experience equivalent to a Financial Analyst; including two years equivalent to a Financial Analyst P11 or one year equivalent to a Financial Analyst 12. KOWLEDGE, SKILLS, AD ABILITIES:

5 Extensive knowledge of state and federal laws and regulations related to local government units. Thorough knowledge of government organizations, programs, activities, and functions. The ability to analyze financial statements and other records to analyze the financial condition of local government units. The ability to formulate policy and procedures based on financial information and/or statutes. The ability to research using various sources and reasonably support position as presented. Effective communication skills with the ability to maintain relationships with staff, management, government officials, professional personnel, and general public. CERTIFICATES, LICESES, REGISTRATIOS: /A OTE: Civil Service approval does not constitute agreement with or acceptance of the desired qualifications of this position. I certify that the information presented in this position description provides a complete and accurate depiction of the duties and responsibilities assigned to this position. Supervisor TO BE FILLED OUT BY APPOITIG AUTHORITY Indicate any exceptions or additions to the statements of employee or supervisors. one I certify that the entries on these pages are accurate and complete. SOYA CARTER Appointing Authority 9/12/2016 I certify that the information presented in this position description provides a complete and accurate depiction of the duties and responsibilities assigned to this position. Employee

POSITION DESCRIPTION

State of Michigan Civil Service Commission Capitol Commons Center, P.O. Box 30002 Lansing, MI 48909 Position Code 1. ACCOUTEB02 POSITIO DESCRIPTIO This position description serves as the official classification