Martinez,Marian Joi D

Organization
AB Psychology 3

Industrial
April 12,2016

Job Description for Accountant

Analyze financial information and prepare financial reports to determine or maintain
record of assets, liabilities, profit and loss, tax liability, or other financial activities within
an organization. Prepare, examine, and analyze accounting records, financial
statements, and other financial reports to assess accuracy ,completeness, and
conformance to reporting and procedural standards. Compute taxes owed and prepare
tax returns, ensuring compliance with payment, reporting and other tax requirements
.Analyze business operations, trends, costs, revenues, financial commitments, and
obligations, to project future revenues and expenses or to provide advice. Report to
management regarding the finances of establishment .Develop, implement, modify, and
document recordkeeping and accounting systems, making use of current computer
technology.
Employees in this job complete or oversee in a variety of professional assignments
involving the design, maintenance, and implementation of accounting systems; the
systematic classification and assessment of accounting data; and the preparation of
related managerial and financial reports. There are four classifications in this job.
Position Code Title Accountant-E Accountant 9 This is the entry level. As a trainee, the
employee carries out a range of professional accountant assignments while learning the
methods of the work. Accountant 10 This is the intermediate level. The employee
performs an expanding range of professional accountant assignments in a developing
capacity. Accountant P11 This is the experienced level. The employee performs a full
range of professional accountant assignments. Considerable independent judgment is
used to make decisions in carrying out assignments that have significant impact on
services or programs. Guidelines may be available, but require adaptation or
interpretation to determine appropriate courses of action. Position Code Title
Accountant-A Accountant 12 This is the advanced level. The employee may function as
a lead worker or senior worker. At this level, employees are responsible for overseeing
the work assignments of other professionals or have regular assignments which have
been recognized by Civil Service as having significantly greater complexity than those
assigned at the experienced level. NOTE: Employees generally progress through this
series to the experienced level based on satisfactory performance and possession of
the required experience. JOB DUTIES NOTE: The job duties listed are typical examples
of the work performed by positions in this job classification. Not all duties assigned to
every ACCOUNTANT PAGE NO. 2 position are included, nor is it expected that all
positions will be assigned every duty. Reviews and prepares financial statements and
accounting reports for departmental management and federal agencies. Develops
guidelines for the maintenance and reconciliation of financial data; maintains and
reconciles the more difficult financial control records for expenditures, allotments,

receipts, and encumbrances. Designs, revises, and implements accounting systems

and procedures in accordance with generally accepted accounting principles and
theories. Conducts surveys to prepare recommendations for improvements, controls,
new methods, and other changes to improve the efficiency of accounting systems.
Reviews budgets and prepares related budget documents. Designs cost classification
systems; develops guidelines to assign cost classifications to expenditures. Determines
and analyzes direct and indirect costs in order to determine the cost of finished goods.
Conducts cost studies and implements cost allocation plans. Provides consultation to
local governmental units and others regarding accounting systems and generally
accepted accounting principles and theories. Maintains records and prepares reports
and correspondence related to the work. Performs related work as assigned. Additional
Job Duties Accountant 12 (Lead Worker) Oversees the work of professional staff by
making and reviewing work assignments, establishing priorities, coordinating activities,
and resolving related work problems. Accountant 12 (Senior Worker) Performs on a
regular basis professional accountant assignments, which are recognized by Civil
Service as more complex than those assigned at the experienced level.

Job Analysis for Accountant

Main Job Tasks and Responsibilities

compile and analyze financial information to prepare financial statements including monthly
and annual accounts

ensure financial records are maintained in compliance with accepted policies and procedures

make certain all financial reporting deadlines are met

prepare financial management reports

ensure accurate and timely monthly, quarterly and year end close processes

establish and monitor the implementation and maintenance of accounting control procedures

resolve accounting discrepancies and irregularities

continuous management and support of budget and forecast activities

monitor and support taxation requirements

develop and maintain financial databases

prepare for financial audit and coordinate the audit process

oversee accurate and appropriate recording and analysis of revenues and expenses

evaluate and advise on business operations including revenue and expenditure trends,
financial commitments and future revenues

collect and analyze financial information to recommend or develop efficient use of resources
and procedures, provide strategic recommendations and maintain solutions to business and financial
problems

ensure compliance with relevant laws and regulations and integrity of financial data

Education and Experience

accounting degree or equivalent

knowledge of generally accepted accounting practices and principles

knowledge of economic principles

knowledge of auditing practices and principles

knowledge of applicable laws, codes and regulations

knowledge and experience of accounting computer applications

usually a minimum of 3 years experience in the management of financial systems and

budgets, financial reporting, financial data analysis, auditing, taxation and providing financial advice

Key Competencies

attention to detail and accuracy

planning and organizing

strategic thinking

strong communication skills

information and task monitoring

problem identification and analysis

judgment and problem-solving

supervisory skills

teamwork

stress tolerance

Job Appraisal for Accountant

General Areas of Performance Evaluation
Name
:

Period
Ending

4/30/20XX

Purpose:
The purpose of evaluating performance is to help each employee succeed. In documenting performance for the
period specified above, and setting mutually established goals for the following period, this evaluation is intended to
enhance communication and enable staff members to become increasingly productive.

Rating Overview:

Outstanding: Performance consistently exceeds expectations

Commendable: Performance is substantively and significantly above the norm
Meets Expectations: Performance met expectations and the purpose of the
position
Needs Improvement: Performance is generally less than satisfactory and
requires improvement
Unsatisfactory: Performance consistently does not meet expectations or the
purpose of the position

Comments:
Each employee is encouraged to attach his/her unedited comments to the
evaluation. Other attachments to each evaluation will include position-specific
performance indicators, and the supervisors and employees mutually established
goals for the next period of review.

General Areas of Performance

for Accountant

Communicatio
n

Effectively corresponds with customers via oral,

written and listening skills.

Unsatisfactory

Supervision
Required

Outstandin
g

Needs
Improvement

Meets
Expectation
s

Commendabl
e

Outstandin
g

Needs
Improvement

Meets
Expectation
s

Commendabl
e

Outstandin
g

Displays sense of urgency & responsiveness in

identifying and addressing needs.

Unsatisfactory

Knowledge of
Position*

Commendabl
e

Adheres to specified work schedule, and is punctual in

attending appointments.

Unsatisfactory

Initiative

Meets
Expectation
s

Works independently and exercises good judgment in

completing assignments.

Unsatisfactory

Timeliness

Needs
Improvement

Needs
Improvement

Meets
Expectations

Commendabl
e

Outstandin
g

Exhibits technical skill and awareness in performing

requirements of position.

Unsatisfactory

Needs
Improvement

Meets
Expectation
s

Commendabl
e

Outstandi
ng

Works Well with

Others

Shares information with others and helps build a team

atmosphere.

Unsatisfactory

Productivity

Meets
Expectation
s

Commendabl
e

Needs
Improvement

Meets
Expectations

Commendabl
e

Outstandi
ng

Demonstrates flexibility and creativity in effectively

addressing challenges.

Unsatisfactory

Needs
Improvement

Meets
Expectations

Commendabl
e

* See attached Key Responsibilities for further details on position-specific

performance.

General Areas of Performance Comments and Examples

Communication

Outstandi
ng

Generates high quality and quantity output in

performing responsibilities.

Unsatisfactory

Resourcefulness

Needs
Improvement

Outstandi
ng

Supervision Required

Initiative

Knowledge of Position

Works Well with Others

Productivity

Resourcefulness