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Accountant 

UCI Series Concepts

Class Specifications - F.35
Principal Accountant II - 7615
Principal Accountant I - 7616
Senior Accountant - 7617
Accountant - 7618
Assistant Accountant - 7619

April, 1973

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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.

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