03 Job Title Descriptions.docx

APPENDIX 2 – JOB TITLE DESCRIPTIONS

Statewide Accounting, Auditing, and Consulting Services - RFB 28453-KH

CATEGORY: ACCOUNTING/AUDITING

Job Title: Intermediate Accountant Requirements:

Education:

Bachelor's degree in accounting from an accredited college or university

Experience:

At least three (3) years of experience in accounting Duties:

Assist higher level Accountants in the maintenance or analysis of financial records Interpret and analyze financial data Establish and maintain financial journals, accounts, ledgers, and records within an automated Enterprise Resource Planning (ERP) financial system environment Allocate revenues and expenses among funds Reconcile accounts on a periodic basis to other accounting systems Prepare financial statements, grant reports, or other financial documents Maintain and reconcile fixed assets or inventory records Have an understanding of Generally Accepted Accounting Principles (GAAP) and have some demonstrated ability to apply GAAP Prepare schedules, tables, graphs, and other exhibits for interim and final audit reports Advise management on methods to improve accounting or other operational procedures Provide training as required Communicate fiscal issues effectively with Division/Program staff Develop ad hoc fiscal reports to meet user needs Knowledge of Financial Accounting Standards Board (FASB) and Governmental Accounting Standards Board (GASB) policies Proficiency in using Microsoft tools such as Excel and Word Ability to effectively work with team members and with staff in all parts of the organization

Job Title: Advanced Accountant Requirements:

Education:

Bachelor's degree in accounting from an accredited college or university

Experience:

At least five (5) years of accounting experience working with multiple funding sources, GAAP funds or enterprise funds Duties:

Maintain or analyze financial records Interpret and analyze financial data Establish and maintain financial journals, accounts, ledgers, and records within an automated (ERP) financial system environment Allocate revenues and expenses among funds Reconcile accounts on a periodic basis to other accounting systems Prepare financial statements, grant reports, or other financial documents Maintain and reconcile fixed assets or inventory records Prepare schedules, tables, graphs, and other exhibits for interim and final audit reports Advise management on methods to improve accounting or other operational procedures Develop and maintain automated financial systems including ERP interfaces Apply cost allocation methodologies Function as the primary Accountant for an Agency, Division, or Program Have a full understanding of Generally Accepted Accounting Principles (GAAP) and a demonstrated ability to apply GAAP Have knowledge of and demonstrated ability working with accounting systems or financial programs Provide training as required Communicate fiscal issues effectively with Division/Program staff Develop ad hoc fiscal reports to meet user needs Knowledge of Financial Accounting Standards Board (FASB) and Governmental Accounting Standards Board (GASB) policies Proficiency in using Microsoft tools such as Excel and Word Ability to effectively work with team members and with staff in all parts of the organization

Job Title: Accounting Manager Requirements:

Education:

Bachelor's degree in accounting from an accredited college or university

Experience:

At least seven (7) years of accounting experience as an Accounting Manager with seven (7) years supervisory experience Duties:

Maintain or analyze financial records Interpret and analyze financial data Establish and maintain financial journals, accounts, ledgers, and records within an automated financial system Allocate revenues and expenses among funds Reconcile accounts on a periodic basis to other accounting systems Prepare financial statements, grant reports, or other financial documents Maintain and reconcile fixed assets or inventory records Prepare schedules, tables, graphs, and other exhibits for interim and final audit reports Advise management on methods to improve accounting or other operational procedures Function as the primary Accountant for an Agency, Division, or Program Have knowledge of and demonstrated ability working with ERP accounting systems or financial programs Develop and apply cost allocation methodologies Develop and maintain automated accounting systems which address a broad range of complex regulations from a variety of funding sources Perform accounting functions for a number of large programs Interpret or apply applicable rules and regulations for policy development for new or volatile programs Establish accounting policies and procedures or develop charts of accounts and work with existing policies and procedures/charts of accounts Have a full understanding of Generally Accepted Accounting Principles (GAAP), be able to apply specialized theory and/or principles and have full knowledge of and demonstrated ability working with accounting systems or financial programs Provide training as required Communicate fiscal issues effectively with Division/Program staff Develop ad hoc fiscal reports to meet user needs Knowledge of Financial Accounting Standards Board (FASB) and Governmental Accounting Standards Board (GASB) policies Proficiency in using Microsoft tools such as Excel and Word Ability to effectively work with team members and with staff in all parts of the organization

Job Title: Intermediate Auditor Requirements:

Education:

Bachelor’s degree in accounting or auditing from an accredited college or university

Experience:

At least three (3) years of auditing experience

Certification:

Baseline knowledge of auditing as evidenced by master’s degree in accounting, or advanced certification of either a CIA, CISA, or CPA or progress toward obtaining one.

Duties:

Provide auditing services as needed to fill in on a temporary basis for employees who transfer or terminate their employment or to complete special projects as they arise Plan, conduct and/or lead lower-level Auditors in financial, compliance, operational, or rate analysis and setting audits of organizations either internal or external to the State service Perform office and field audits following procedures in accordance with Generally Accepted Auditing Standards or Generally Accepted Government Auditing Standards, or International Standards for the Professional Practice of Internal Auditing (as applicable) Prepare working papers; assign, train, and review the work of lower-level Auditors and/or Financial Specialists Prepare schedules, tables, graphs, and other exhibits for interim and final audit reports Conduct entrance and exit meetings with audited entities Conduct audit investigations and prepare exhibits and other documents and provide oral testimony in the prosecution of audited entities Advise management on methods to improve accounting or other operational procedures Test internal controls Provide training as required

Job Title: Advanced Auditor Requirements:

Education:

Bachelor's degree in accounting or auditing from an accredited college or university

Experience:

Must have five (5) years of auditing experience in highly complex organizations or programs, i.e., multiple funding sources, contractual agreements, or grant requirements

Certification:

Current CPA, CISA, or CIA license Duties:

Provide auditing services as needed to fill in on a temporary basis for employees who transfer or terminate their employment or to complete special projects as they arise Plan, conduct and/or lead lower-level Auditors in financial, compliance, operational, or rate analysis and setting audits of organizations either internal or external to the State service Perform office and field audits following procedures in accordance with Generally Accepted Auditing Standards or Generally Accepted Government Auditing Standards, or International Standards for the Professional Practice of Internal Auditing (as applicable) Prepare working papers; assign, train, and review the work of lower level Auditors and/or Financial Specialists Conduct entrance and exit meetings with audited entities Conduct audit investigations and prepare exhibits and other documents and provide oral testimony in the prosecution of audited entities Advise management on methods to improve accounting or other operational procedures Perform complex auditing duties which require the knowledge and application of professional accounting and auditing theories and principles Develop audit programs and procedures Review and/or prepare schedules, tables, graphs, and other exhibits for interim and final audit reports Monitor progress of other Auditors, including reviewing and approving audit work papers Evaluate the system of internal controls and recommend improvements to the system Provide training as required

Job Title: Independent Auditor – Intermediate Requirements:

Education:

Bachelor’s degree in accounting or related field from an accredited college or university

Experience:

Three (3) years of independent auditing experience

Certification:

· Baseline knowledge of auditing as evidenced by master’s in accounting, advanced certification of either a CIA, CISA, or CPA or progress toward obtaining one

Duties:

Perform audits following procedures in accordance with Generally Accepted Auditing Standards or Generally Accepted Government Auditing Standards, or International Standards for the Professional Practice of Internal Auditing (as applicable) Prepare working papers documenting procedures and testing performed of processes and internal controls Assign, train, and review the work of lower-level Auditors and/or Financial Specialists Prepare schedules, tables, graphs, and other exhibits for interim and final audit reports Conduct entrance and exit meetings with audited entities Conduct investigations, prepare exhibits and other documents, and provide oral testimony in the prosecution of audited entities Advise management on methods to improve accounting or other operational procedures

Job Title: Independent Auditor – Advanced Requirements:

Education:

Bachelor’s degree in accounting or related field from an accredited college or university

Experience:

Five (5) years of independent auditing experience in complex organizations or programs, i.e., multiple funding sources, contractual agreements, or grant requirements

Certification:

Current CPA or CIA license

Duties:

Conduct financial, compliance, or operational audits of organizations as the auditor in charge Prepare working papers documenting procedures and testing performed of processes and internal controls Assign, train, and review the work of staff Auditors and/or Financial Specialists or other tasks Conduct entrance and exit meetings with audited entities Conduct investigations, prepare exhibits and other documents, and provide oral testimony in the prosecution of audited entities Advise management on methods to improve accounting or other operational procedures Perform complex auditing duties in accordance with Generally Accepted Auditing Standards or Generally Accepted Government Auditing Standards, or International Standards for the Professional Practice of Internal Auditing (as applicable) Develop audit programs and procedures Review and/or prepare schedules, tables, graphs, and other exhibits for interim and final audit reports Monitor progress of other Auditors, including reviewing and approving audit work papers Analyze, interpret and apply rules, contracts, and agreements with internal or external implications Evaluate the adequacy and make recommendations on accounting policies and procedures

Job Title: Independent Auditor – Manager Requirements:

Education:

Bachelor's degree in accounting or auditing from an accredited college or university

Experience:

Seven (7) years of experience in independent auditing of complex organizations or programs, i.e., multiple funding sources, contractual agreements, or grant requirements

Certification:

Current CPA license in Wisconsin

Duties:

Certify audit reports and issue opinions on financial statements prepared by the firm’s employees Supervise complex auditing duties which require the knowledge and application of professional auditing theories and principles Plan audits, develop an audit strategy and approach utilizing risk assessment techniques, certify oversight, provide conclusions and recommendations in accordance with Generally Accepted Auditing Standards or Generally Accepted Government Auditing Standards, or International Standards for the Professional Practice of Internal Auditing (as applicable) Advise management on methods to improve accounting or other operational procedures Inform State Agency management of any identified concerns or suspicions of possible internal control deficiencies, fraud, material errors/misstatements, or intentional program violations Provide oral testimony in the prosecution of audited entities Analyze, interpret, and apply rules, contracts, and agreements with internal or external implications Evaluate the adequacy and make recommendations on accounting policies and procedures

CATEGORY: BUSINESS CONSULTING

Job Title: Business Process Associate Requirements:

Experience:

At least two (2) years of experience in business process consulting

Duties:

Help clearly define, analyze, and develop strategic business goals and lay out a roadmap to implement those goals Identify an agency or program’s strengths, weaknesses, opportunities, and threats Articulate business change strategy goals and objectives Identify the tasks required and the process to implement goals and objectives and to facilitate change management Collect information and business requirements to use in development of new systems and reengineering of legacy processes or systems Directly report to State managers, delivering presentations on the need, recommended steps, and overall timeline of the reengineering of the business process Study the State or Agency’s current business process in order to make recommendations Help identify potential business process improvements and develop recommendations for improvements or reengineering of current workflow process Recommend improvements to realign and restructure business processes Assist in developing business cases and providing financial justification for long-term business performance improvement measures Provide training as required

Job Title: Business Process Manager Requirements:

Experience:

At least four (4) years of experience in business process consulting

Duties:

Help clearly define, analyze, and develop strategic business goals and lay out a roadmap to implement those goals Identify an agency or program’s strengths, weaknesses, opportunities, and threats Articulate business change strategy goals and objectives Identify the tasks required and the process to implement goals and objectives and to facilitate change management Collect information and business requirements to use in development of new systems and reengineering of legacy processes or systems Directly report to State managers, delivering presentations on the need, recommended steps, and overall timeline of the reengineering of the business process Identify potential business process improvements and develop recommendations for improvements or reengineering of current work flow process Recommend improvements to realign and restructure business processes Recommend updated technologies to automate manual processes that interfere with the ability to maximize efficiency Develop business cases, providing financial justification for long-term business performance improvement measures Monitor progress of lower Business Process consultants, including reviewing and approving all recommended changes or improvements Provide training as required

Job Title: Business Process Partner/Principle Requirements:

Education:

Bachelor’s degree from an accredited college or university in Education, the Social Sciences, Human Resources, Business, or related field

Experience:

At least seven (7) years of experience in business process consulting

Duties:

Help clearly define, analyze, and develop strategic business goals and lay out a roadmap to implement those goals Identify an agency or program’s strengths, weaknesses, opportunities, and threats Articulate business change strategy goals and objectives Identify the tasks required and the process to implement goals and objectives and to facilitate change management Collect information and business requirements to use in development of new systems and reengineering of legacy processes or systems Directly report to State managers, delivering presentations on the need, recommended steps, and overall timeline of the reengineering of the business process Identify potential business process improvements and develop recommendations for improvements or reengineering of current work flow process.

Recommend improvements to realign and restructure business processes.

Recommend updated technologies to automate manual processes that interfere with the ability to maximize efficiency.

Provide oversight for the development of business cases, assisting other Business Process consultants in providing financial justification for long-term business performance improvement measures.

Monitor progress of lower Business Process consultants, including reviewing and approving all recommended changes or improvements.

Provide training as required.

Job Title: Change Management Consultant Requirements:

Experience:

At least three (3) years of experience in business process consulting and in program analysis and development

Duties:

Help outline a structured approach to address the people and organizational risks inherent in any change effort to optimize business benefits Assist with the implementation, planning, and development of desired strategic organizational or business changes Assist the State in providing analysis of program development to meet strategic change goals Coordinate and document the methodologies utilized in the change process in order to improve overall State business processes Provide training as required

Job Title: Senior Change Management Consultant Requirements:

Experience:

At least seven (7) years of experience in business process consulting and in program analysis and development

Duties:

Outline a structured approach to address the people and organizational risks inherent in any change effort to optimize business benefits Supervise the implementation of desired strategic organizational or business changes Provide analysis and program development to help the State meet strategic change goals Monitor progress of other Change Management Consultants, including reviewing and approving all documents or presentations Supervise, coordinate, and lead the documentation of methodologies utilized in the change process in order to improve overall State business processes Provide training as required

Job Title: Facilitation Consultant Requirements:

Experience:

At least three (3) years of experience as a group facilitator Experience working with diverse populations and potential conflictual issues

Duties:

Assist groups in achieving defined meeting objectives Demonstrate effective active listening skills Provide structure and process to group meetings using foundational skills noted above Assist in group decision-making processes Enhance group effectiveness and efficiency through facilitation techniques focused on problem identification, problem solutions, and decision making Communicate effectively with diverse and multidisciplinary teams including public sector professionals and private citizens Mediate challenging discussions and divergent viewpoints; address disruptive and challenging behaviors Guide groups through proven processes and through basic understanding of group dynamics and interrelationships Recognize when to intervene in a group process in order to ensure that group stays on track to meet identified goals and objectives Report findings, meeting summaries, and process outcomes including recommendations Behave in an ethical manner; indicate any possible or perceived conflict of interest Engage in pre-meeting work with State representatives to help facilitate development of the meeting framework with shared understanding of meeting objectives, approaches, and expectations so that meeting conveners and facilitator are in sync Provide the skills necessary to use effective meeting processes to help a group focus on the substance of their work together, function efficiently, and make high-quality decisions including such foundational skills as:

· Initiating – Helping a group to get warmed up and action started

· Regulating and focusing– Keeping track of progress on accomplishing meeting objectives, agenda, and process status, negotiating group structure to accomplish tasks, keeping track of time

· Supporting – Engage all participants, acknowledge and build on ideas and suggestions, be attentive and response to group needs, encourage respect for all participants and their contributions.

· Generating ideas – Provide a structure in which participants can provide their best ideas, engage in meaningful dialogue, and categorize or prioritize as the meeting objective warrants, assist in group decision making processes

· Use of facilitation tools – Be able to use facilitating tools as appropriate to the objectives of the meeting, e.g. brainstorming, flowcharting, fishbone diagram, interrelationship graphing, etc.

· Evaluating – Test for possible consensus, examine practicalities, assist group in critiquing their work as appropriate

· Problem solving – engage the group in working to develop solutions and resolve problems of content or process

· Summarizing and closing – revisit decisions and consensus and unresolved issues, seek final clarity on issues, reiterate “parking lot” issues, elicit closing remarks and agreement on the ending status of the group for that meeting Engage in debriefing activity with State representatives to ensure that comprehensive meeting evaluation is completed considering all aspects of the meeting Collaborate with State personnel throughout all pre-planning, facilitation and debriefing to address meeting needs and support achievement of defined goals Assist in the preparation of meeting agendas and other supporting materials including meeting evaluations and summaries

Job Title: Implementation Coordination Consultant Requirements:

Experience:

Five (5) years of experience in the implementation of a successful Project/Program Management Duties:

Reduce the risk of State or Agency project failures and optimize project resources Maximize the benefits and Return on Investment (ROI) of State and Agency projects Provide the State or Agency with performance metrics that can be used to measure the overall project progress Provide the State or Agency with project processes and techniques and continuous process improvement to minimize project cycle time and maximize the probability of successful project completion Provide training as required

Job Title: Senior Implementation Coordination Consultant Requirements:

Experience:

Eight (8) years of experience in complex government Project/Program Management Duties:

Reduce the risk of State or Agency project failures and optimize project resources Maximize the benefits and Return on Investment (ROI) of State and Agency projects Monitor the overall project and report back to the State on any project issues Provide the State or Agency with performance metrics that can be used to measure the overall project progress Provide the State or Agency with project processes and techniques and continuous process improvement to minimize project cycle time and maximize the probability of successful project completion Provide training as required

Job Title: Independent Verification and Validation/Program and Project Evaluation Consultant Requirements:

Education:

Bachelor’s degree from an accredited college or university in a related field

Experience:

Five (5) years of experience in providing evaluation or independent verification and validation services

Duties:

Provide the Agency with an unbiased review and assessment of a project or process to ensure it is meeting its desired goals Work with an authorized user’s Project Management team to perform an evaluation of the Project Management disciplines used on the project in order to create a baseline scorecard Ensure State projects adhere to internally documented or recognized industry standards and guidelines Provide updates to the Agency and the Project Management team on current Project Management status and provide recommendations on measures to take in order to solve any issues or problems Provide training as required

Job Title: Senior Independent Verification and Validation/Program and Project Evaluation Consultant Requirements:

Education:

Bachelor’s degree from an accredited college or university in a related field Experience:

Eight (8) years of experience in providing evaluation or independent verification and validation services

Duties:

Provide the Agency with an unbiased review and assessment of a project or process to ensure that it is meeting its desired goals Work with an authorized user’s Project Management team to perform an evaluation of the project management disciplines used on the project in order to create a baseline scorecard Ensure State projects adhere to internally documented or recognized industry standards and guidelines Define Project Management metrics for the State that will be used to evaluate project status, recognize if the project is on target, and identify potential issues or problems Ensure the products or deliverables are of high quality, that complete and appropriate controls are defined and in place, and that stakeholders in the process are effectively involved and aligned Provide updates to the agency and the Project Management team on current Project Management status and provide recommendations on measures to take in order to solve any issues or problems Provide training as required

CATEGORY: INDUSTRIAL SAFETY CONSULTING

Job Title: Occupational Safety Consultant Requirements:

Occupational safety consists of those activities that seek either to minimize or to eliminate hazardous conditions that can cause bodily injury. Occupational safety is concerned with risks encountered in areas where people work. Examples of occupational safety services include, but are not limited to, comprehensive safety audits, machine lock-out tag-out procedures, regulatory compliance assistance, and job hazard assessments

Education/Certification:

Bachelor’s degree in occupational safety and health or related field from an accredited college or university or commensurate experience and training. Certified Safety Manager or similar professional designation(s)

Experience:

Three (3) years of experience performing occupational safety activities

The following is a partial list of occupational safety specialties that may be needed by State agencies:

RFB # 28453-KH

Statewide Accounting, Auditing, and Consulting Services Page 2

Confined Space Entry Electrical Safety Fire Protection Hazard Communication Machine Guarding Personal Protective Equipment Powered Industrial Truck Safety Recordkeeping Fall Protection Walking Working Surfaces Welding, Cutting and Brazing Emergency Action Planning Crane and Hoist Safety Defensive Driving Hearing Conservation Competent Expert Bloodborne Pathogens On-Site Emergency Response Planning First Aid/CPR Incident Investigation Safety Inspections Job Safety Analysis

Job Title: Industrial Hygiene Consultant Requirements:

Industrial Hygiene is the science and art devoted to the anticipation, recognition, evaluation, and control factors or stresses which may cause sickness, impaired health and well-being, or significant discomfort among workers or among citizens of a community. Examples of these services include, but are not limited to, air monitoring, chemical evaluations, noise surveys, personal protection equipment, training, etc.

Education/Certification:

Bachelor’s degree in Industrial Hygiene, Environmental Health, Occupational Safety, or related field from an accredited college or university. Must be a Certified Industrial Hygienist (CIH) or at a minimum the work and results must be reviewed and approved by a CIH.

Experience:

Five (5) years of experience performing Industrial Hygiene activities

The following is a partial list of Industrial hygiene specialties that may be needed by State agencies:

Asbestos Biological Monitoring IH Chemistry Hearing conservation Noise Control Respiratory Protection, PPE Radiological Control Toxicology Ventilation Heat Stress Expert Witness Lead Mold Environmental Occupational Medicine Hazard Communication