FINANCIAL READINESS OFFICER

                                                                                                                        31850

                                                                                                                        (Competitive)

DISTINGUISHING FEATURES OF THE CLASS

The work involves reviewing the financial documents of a small business or firm and assisting in the development and implementation of an effective action plan geared towards helping a small business or firms be successful in their respective sector. The Financial Readiness Officer is also responsible for verifying the information received for accuracy and validity. Work is performed under the general supervision of the Program Coordinator, who allows leeway for the incumbent to exercise independent judgment in advising and assisting businesses based on office policies, procedures, rules and regulations. Work is reviewed through conferences and oral reports. General supervision may be exercised over a small number of clerical staff. Does related work as required.

TYPICAL WORK ACTIVITIES

Reviews all information gathered by the Pre-Qualification Officer for assigned firms to confirm readiness prior to all initial consultations.

Consults with firms and reviews certifications, records, and financial documents to evaluate business needs, areas for growth, areas for improvement, and possible areas for collaboration.

Prepares preliminary review of each firm for the Program Coordinator to review based on consultations.

Assists the Program Coordinator with creating an action plan for each firm based on the preliminary review to determine which trainings are recommended to be completed for the business to excel in their desired business sector.

Reviews action plans step-by-step with firms and confirms each firm’s commitment and understanding of the action plan to avoid confusion or misunderstandings.

Schedules all trainings, assists in the structuring and preparation of trainings, and attends trainings as needed.

Assists firms throughout their journey with the One Stop Shop and acts as an advocate and an accountability partner.

Represents the department in the general community and at various meetings and events.

Utilizes appropriate methods for interacting effectively and professionally with persons of all ages and from diverse cultural, socioeconomic, educational, racial and ethnic backgrounds, sexual orientations, lifestyles and physical abilities.      

FULL PERFORMANCE KNOWLEDGES, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS

Good knowledge of accounting and auditing theories, principles, and techniques.

Good knowledge of modern principles and practices of business management and administration, including debt and investment management.

Good knowledge of the principles and practices of organizing resources and establishing priorities.

Ability to operate a personal computer and utilize productivity tools effectively.

Ability to gather, assemble and analyze data to draw conclusions.

Ability to perform detailed work including written or numeric data and to make arithmetic calculations accurately.

Ability to supervise a number of clerical staff.

Ability to communicate effectively, both orally and in writing.

MINIMUM QUALIFICATIONS

Two (2) years of work experience, or its part time equivalent, in financial management, accounting, or financial auditing, in which the major function of the job is the maintenance of financial accounts.

Note: Post-secondary education in a regionally accredited college or university to grant degrees with a concentration in business administration, finance, accounting, or a closely related field may be substituted for the above-listed work experience on a year-for-year basis.

Original date of composition: 10/2024