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NATIONAL GUARD POSITION DESCRIPTION
 

PD#: NGD2151000

Sequence#: VARIES

Replaces PD#:  SEE BELOW

FINANCIAL MANAGEMENT TECHNICIAN

GS-0503-08

Organization Title:

Release Information:

POSITION LOCATION:

Servicing CPAC: NATIONAL GUARD BUREAU

Agency: VARIES

Installation: VARIES

Army Command: VARIES

Region: NATIONAL GUARD

Command Code: VARIES

POSITION CLASSIFICATION STANDARDS USED IN CLASSIFYING/GRADING POSITION:

Citation 1: OPM JFS CLER & TECH ACCTNG & BUDGET WORK, GS-500, DEC 97

Citation 2: OPM INTRO TO THE POSITION CLASSIFICATION STANDARDS, AUG 91

Supervisory Certification: I certify that this is an accurate statement of the major duties and responsibilities of this position and its organizational relationships, and that the position is necessary to carry out Government functions for which I am responsible. This certification is made with the knowledge that this information is to be used for statutory purposes relating to appointment and payment of public funds, and that false or misleading statements may constitute violations of such statutes or their implementing regulations.

 

Supervisor Name:  

Reviewed Date:

Classification Review: This position has been classified/graded as required by Title 5, U.S. Code in conformance with standard published by the U.S. Office of Personnel Management or if no published standards apply directly, consistently with the most applicable published standards.

 

Reviewed By: MR STEPHEN L. HATCH

Reviewed Date: 06/13/2012

POSITION INFORMATION:

Cyber Workforce:

  • Primary Work Role: VARIES
  • Additional Work Role 1: VARIES
  • Additional Work Role 2: VARIES

Component Designation:

FLSA: EXEMPT

FLSA Worksheet: EXEMPT

FLSA Appeal: NO

Bus Code: VARIES

DCIPS/CES PD: NO

  • Mission Category: VARIES
  • Work Category: VARIES
  • Work Level: VARIES

Functional Code:  

Interdisciplinary: NO

Supervisor Status: VARIES

PD Status: VERIFIED

CONDITION OF EMPLOYMENT:

Drug Test Required: VARIES  

Financial Mgmt Cert: FMC01 - FM Certification Level 1

Position Designation: VARIES

Position Clearance: VARIES

Position Sensitivity: VARIES

Sec. Clearance Level: VARIES

Sec. Access (Child Care Bkgd Check): VARIES

Emergency Essential:   

Requires Access to Firearms: VARIES

Personnel Reliability Position: VARIES

Information Assurance: VARIES

Influenza Vaccination:  

Financial Disclosure: VARIES

Financial Disclosure: NO  

Enterprise Position: VARIES

Acquisition Position: NO

  • CAP:  
  • Career Category:  
  • Career Level:  

POSITION ASSIGNMENT:

Competitive Area: VARIES

Competitive Level: VARIES

Career Program: VARIES

Career Ladder PD: NO

Target Grade/FPL:  

Career Pos 1:    

Career Pos 2:    

Career Pos 3:    

Career Pos 4:   

Career Pos 5:    

Career Pos 6:   

POSITION DUTIES:

PD released as part of CRA 12-1007 - ANG Comptroller Flight
This PD replaces D1574000, D1575000, D1459000, D1576000, D1452000, D1451000, D1450000, D0357000.

This position is located in the Air National Guard (ANG) Flying Wing, Comptroller Flight, Financial Management Section. The purpose of this position is to provide analysis, validation, processing and correction of financial transactions and issues/problems involving the full range of financial management services and accounting functions. Incumbent uses complete understanding of interrelated systems and processes across multiple functional areas and their interoperability to ensure the validity and accuracy of all disbursements, collections, and adjustments related to financial records.

b. DUTIES AND RESPONSIBILITIES:

(1) Performs broad-in-depth financial analysis of interrelated accounting, logistics and computer file systems concerning pay, accounts payable or receivable, and various travel entitlements to resolve especially difficult and sensitive, out-of-balance conditions associated with processing actions within Financial Management systems. Analyzes and evaluates data to conduct a variety of fiscal reconciliations, reviews, and account adjustments. Analyzes diverse financial management technical methods, techniques, precedent cases, and procedures to resolve an extensive range of difficult financial issues or problems. Balances all Program Managers’ accounts with the federal database of record.

(2) Performs in-depth analysis on complicated pay, travel, accounts payable and receivable and fiscal accounting activity issues involving substantial corrective action and/or complicated adjustments and resolves issues, including assessing unusual circumstances or conditions. Utilizes experience and judgment, rather than guides, to fill in gaps, identify sources of information, and make working suppositions about what transpired to decide approaches, and resolve specific problems. Develops variations in approaches to fit specific problems or deals with incomplete, unreliable or conflicting data in the process of work performance in order to validate transactions and resolve inconsistencies.

(3) Analyzes particular facts of financial transaction problems/issues, verifies and evaluates data; obtains additional information to reconcile discrepancies or inconsistencies; and, applies pertinent Fiscal Laws, regulations, precedent decisions, and procedures to determine appropriate action for resolution. Performs research on many different and unrelated processes and methods relating to financial transactions for analysis of complex and unusual financial transactions. Analyzes results, applies personal initiative and judgment to make recommendations, which may result in changing guidelines affecting internal, state, and National Guard Bureau (NGB) level processes and procedures.

(4) Analyzes and resolves tax processing problems based on airmen inquiries or internal control audits/reviews, ranging from Permanent Change of Station (PCS) issues and combat tax exclusion pay to refunds of erroneous tax collection. Ensures complex tax issues involving tax documents, Do It Yourself (DITY) moves, and Relocation Income Tax Allowance (RITA) payments, are accomplished accurately and timely.

(5) Interprets data to identify problems, determines nature of the problem or issue, decides approaches to resolve issues, and recommends solutions for systemic changes to enhance operations. Uses independent judgment to reconstruct incomplete files and accounts; devises more efficient methods for procedural processing, gathers and organizes information for inquiries, or resolves problems referred by others. Interprets user requirements in order to design new ad hoc reports or modifications of standard financial and management systems. Seeks positive results from regulatory, system, or force structure changes.

(6) Incumbent researches, interprets, analyzes, and applies regulations, policies, procedures, and legal decisions to work and/or resolve complex fiscal issues/problems regardless of the technical difficulties encountered. Uses originality to sort complicated factual information regarding public law, Fiscal Law, Department of Defense (DoD), Department of the Air Force, National Guard Bureau (NGB), and Defense Finance and Accounting Service (DFAS) regulations, Standard Operating Procedures, Comptroller General Decisions, and policies/issuances to apply a variety of methods and execute the full range of financial management services.

(7) Performs or conducts research, investigates and solves problems involving discrepancy reconciliations of (Electronic Funds Transfer rejects, pay/personnel or travel mismatches) to identify, analyze and provide solutions regarding multiple entitlements, payments to personnel in various duty statuses and assorted payments to commercial vendors, including computation of interest due. Sorts complicated factual information and applies a variety of financial methods to resolve issues. Makes independent decisions regarding processes involving unusual circumstances or conditions. Develops variations in approaches to fit specific functions while often encountering incomplete, unreliable or conflicting data in the process of work performance. Applies accounting methods, procedures, and techniques to conduct difficult and in-depth analysis. Validates transactions and performs research to resolve inconsistencies.

(8) Performs varied duties, involving financial services payment systems (travel, accounts payable, and pay; for example, Joint Uniform Military Pay System Uniform Standard Terminal Input System (JUMPS), Defense MilPay Office (DMO), Reserve Travel System (RTS), Air Reserve Order Writing System (AROWS), and Defense Travel System (DTS). Applies a series of different and unrelated methods, processes, and techniques involving established financial management systems. Analyzes and develops a variety of new or established techniques and methods to evaluate alternatives and arrive at decisions, conclusions, and recommendations that enhance operations.

(9) Determines appropriate pay, allowances, and entitlements resulting from multiple military and civilian statuses, to include: Title 10 Active Duty; Title 32 Inactive Duty for Training, Annual Training, Active Duty for Training, Active Guard and Reserve, and Active Duty for Operational Support (ADOS). Executes unique and special pay and entitlement actions in order to provide the appropriate entitlements, such as Base Pay, Basic Allowance, Housing, Basic Allowance, Hazardous Duty Pay, Hostile Fire Pay, Combat Zone Tax Exclusion, Special Duty Assignment Pay, Student Loan Repayment Program, Incentive Pay, Invitational Travel Authorization, Jury Duty, Child Support, Wage Garnishments, Allotments, Survivor Benefits, and other monetary incentives such as, Jump Pay, Medical Pay, Flight Pay, and Foreign Language Proficiency Pay.

(10) Analyzes and processes transactions directly with U.S. Treasury and local financial institutions to ensure credits and collections are accomplished in a timely manner in accordance with law, regulation and policy.

(11) Uses computer master file systems, document processing and the effects of transactions on existing records to modify normal automated processes while protecting historical data. Ensures accuracy of modifications relating to payments, contract modifications, accessions, separations, collections, disbursements, garnishments, electronic fund transfer changes, and out-of-service debts or other actions involving complicated adjustments. Uses different procedures, as transactions are not completely standardized, or transactions are interrelated with other systems, that require coordination with other personnel or staff, both internal and external to the organization. Determines appropriate travel entitlements for multiple duty statuses and situations including Temporary Duty (TDY), local travel, and Permanent Change of Station (PCS).

(12) Determines appropriate payments to vendors by applying Prompt Payment Act, tax law, contract law, account code structure, invoice processes, and Grants and Cooperative Agreement regulations and guidelines.

(13) Audits the full range of pay, travel, and accounts payable authorizations and entitlements to determine compliance with multiple laws, regulations, policies and issuances.

(14) Schedules, runs, and analyzes various financial system reports, such as daily activity reports, error/reject reports, status reports, discrepancy and mismatch reports, transaction reports, and ad hoc reports.

(15) Responds to requests for assistance/information from multiple sources, to include airmen, civilian employees, family members, unit supervisory personnel, Inspectors General (IG), Investigating Officers (IO), state and federal political members, and vendors. Trains customers on pay and travel entitlements and associated systems, processes and reports. Applies principles and practices involving data protected under the Privacy Act.

(16) Performs other duties as assigned


Fair Labor Standards Act (FLSA) Determination = (EXEMPT)

 

1. Availability Pay Exemption - (e.g., Criminal Investigators, U.S. Customs and Border Protection pilots who are also Law Enforcement Officers).

 

2. Foreign Exemption - (Note: Puerto Rico and certain other locations do not qualify for this exemption – See 5 CFR 551.104 for a list of Nonexempt areas.)

 

3. Executive Exemption:

    

a. Exercises appropriate management responsibility (primary duty) over a recognized organizational unit with a continuing function, AND

    

b. Customarily and regularly directs 2 or more employees, AND

    

c. Has the authority to make or recommend hiring, firing, or other status-change decisions, when such recommendations have particular weight.

 

4. Professional Exemption:

    

a. Professional work (primary duty)

    

b. Learned Professional, (See 5 CFR, 551.208 ) (Registered Nurses, Dental Hygienists, Physician’s Assistants, Medical Technologists, Teachers, Attorneys, Physicians, Dentists, Podiatrists, Optometrists, Engineers, Architects, and Accountants at the independent level as just some of the typical examples of exempt professionals). Or

    

c. Creative Professional, (See 5 CFR, 551.209 ) (The primary duty requires invention and originality in a recognized artistic field (music, writing, etc.) and does not typically include newspapers or other media or work subject to control by the organization are just some examples of Creative Professionals). Or

    

d. Computer Employee, (See 5 CFR, 551.210 ) ( must meet salary test and perform such duties as system analysis, program/system design, or program/system testing, documentation, and modification). Computer manufacture or repair is excluded (non-exempt work).

 

5. Administrative Exemption:

    

a. Primary duty consistent with 5 CFR 551 (e.g.; non-manual work directly related to the management or general business operations of the employer or its customers), AND job duties require exercise of discretion & independent judgment.

  FLSA Conclusion:
  Exempt
  Non Exempt


FLSA Comments/Explanations:

FLSA: Exempt per Title 32 USC 709 (g)(2)


CONDITIONS OF EMPLOYMENT & NOTES:

This is a Financial Management Level Certified position IAW the National Defense Authorization Act (NDAA) 2012, Public Law 112-81, Subtitle F-Financial Management, Section 1599d. Incumbent shall comply with the requirements of this certification program.

1. Must be able to obtain and maintain the appropriate security clearance of the position.

2. This position is covered by the Domestic Violence Misdemeanor Amendment (30 Sep 96) of the Gun Control Act (Lautenberg Amendment) of 1968. An individual convicted of a qualifying crime of domestic violence may not perform the duties of this position.

3. Ability to establish effective professional working relationships with coworkers and customers, contributing to a cooperative working environment and successful accomplishment of the mission.

4. May occasionally be required to work other than normal duty hours; overtime may be required.

5. The duties and responsibilities of your job may significantly impact the environment. You are responsible to maintain awareness of your environmental responsibilities as dictated by legal and regulatory requirements, your organization, and its changing mission.

Certification Level 1: THIS IS A FINANCIAL MANAGEMENT Level 1 Certified position designated as such in accordance with the National Defense Authorization Act (NDAA) 2012, Public Law 112-81, Subtitle F-Financial Management, section 1051, amending 10 United States Code, section 1599d. Incumbent of this position is required to comply with all Department of Defense and Department of the Army requirements of this certification program. This certification requirement is a condition of employment for this position. Failure to obtain this certification within the required time may subject the incumbent to adverse action.



POSITION EVALUATION:

A. Title, Series, and Grade: Financial Technician, GS-0503-08.

B. References:

1. USOPM Job Family PCS for Clerical and Technical Accounting and Budget Work, GS-0500, dated Dec 1997.
2. USOPM Introduction to the Position Classification Standards, dated Jul 95 (Revised Aug 09)

C. Background: This Financial Technician NDS PD resulted from a recent manpower study of the Comptroller program that redefined the position’s competencies, duties, and responsibilities. The Air Force published an AFSC to identify the military classification requirements for the work performed in the Comptroller Flight.

D. Pay Plan, Series, Title, and Grade Determination:

1. Pay Plan: The duties in this position are primarily of a technical and administrative nature and as such, are subject to the General Schedule (GS) pay plan.

2. Series: The primary purpose of this position requires the incumbent to accomplish payment actions in the full range of accounting, military pay, technician pay, travel and commercial voucher exam accounts within the Comptroller Flight. The incumbent must have budget process knowledge to accomplish this work. The described work is not readily classified to other specific series; and, the work includes a combination of work classified to more than two series. The resulting classification of the performed work is characteristic of positions assigned to the GS-0503 series.

3. Title: The GS-0503, Financial Clerical and Assistance Series, does not contain specific titles for positions classified to this series. In accordance with the titling guidance contained in the GS-0500 standards and the guidance in the Introduction to the Position Classification Standards, the most appropriate title that identifies the performed duties is Financial Management Technician.

4. Grade: As shown in the attached Factor Evaluation Statement (FES) position evaluation statement, the grade is GS-08.

E. Conclusion: Financial Management Technician, GS-0503-08.


CLASSIFIERS: Ed Marchetti, NGB-J1-TNC
Stephen Hatch, NGB-J1-TNC Date: 13 Jun 12



FACTOR EVALUATION SYSTEM
POSITION EVALUATION STATEMENT


FACTOR FL PTS REMARKS
1. Knowledge Required by the Position 1-5 750
2. Supervisory Controls 2-3 275
3. Guidelines 3-3 275
4. Complexity 4-3 150
5. Scope And Effect 5-3 150
6. Personal Contacts
and
7. Purpose of Contacts 2b 75
8. Physical Demands 8-1 5
9. Work Environment 9-1 5

TOTAL POINTS ASSIGNED: 1685 GRADE: GS-08
FINAL CLASSIFICATION: Financial Management Technician, GS-0503-08

CLASSIFIERS: Ed Marchetti, NGB-J1-TNC
Stephen Hatch, NGB-J1-TNC Date: 13 Jun 12


Narrative Analysis of Chart

FACTOR 1- KNOWLEDGE REQUIRED BY THE POSITION:

The work performed meets FL 1-5.

The work at this level requires a broad, in-depth practical knowledge of accounting or other financial management technical methods, techniques, precedent cases, and procedures to resolve especially difficult or sensitive problems. The employee typically uses knowledge of accounting methods, procedures, and techniques to conduct difficult responsible analysis and determinations within a complete accounting system to validate transactions and perform research to resolve inconsistencies. The incumbent must possess knowledge of the various accounting system applications, computer file systems, and data interrelationships to resolve processed transactions problems. These modifications relate to obligations, collections, disbursements, and various other transactions or other actions involving complicated adjustments. The work requires knowledge of related financial regulations and rulings that cover diverse types of transactions to typically function as a technical authority for the resolution of an extensive range of issues or problems.

Examples of work performed that meet this level of knowledge:

- Accounts Payable. Incumbent must have in-depth knowledge to process commitments and obligations from cradle-to-grave using multiple accounting systems involving a complex accounting structure containing thousands of accounting data elements. This process is designed to resource the goods and services requirements for a Wing or Air Base structure to determine if regulatory or legal authority exists to purchase services or goods, certifying that the proper funds are available, executing the commitment/obligation, and disbursing the final payment to the vendor or customers. Additionally, miscellaneous obligations are paid such as, monthly utility services using the Miscellaneous Obligation/Reimbursement Document (MORD). This process requires additional account reconciliation and coordination with the fund holder to ensure the amount on the MORD is valid and that the balance is correct and adequate.

- Open Document Ledger (ODL) review. Incumbent uses a wide variety of interrelated accounting systems to identify specific obligations or commitments to determine their validity and accuracy, reduce residual balances that are used to resource other Wing requirements, or to ensure the obligation moves through the stages of accounting in a timely manner. This requires the incumbent to work with wing individuals or other governmental agencies to determine if any action is required to either de-obligate the funds or take action to process it through the system. Additionally, the incumbent must ensure the accounting records are accurate and complete when reported to higher headquarters to support future budgetary decisions.

- The Daily Audit. Incumbent conducts a transaction-by-transaction validation from the source document(s) to the specific system(s) to determine accuracy of source data and ensure the correct process was affected; in addition, validates that the proper and complete accounting codes were entered. Incumbent must possess extensive knowledge of multiple financial management disciplines in order to identify and correct transaction errors. Some transactions are from outside sources such as, DFAS or other DoD organizations, that require research to determine why unit funds were expensed and that proper source documents are on record. The scope and magnitude of this validation process are extensive as undetected errors may cause significant potential work to remedy errors.

- Entitlement Verification. Incumbent must possess an expansive knowledge of entitlements to ensure the member receives all allowed pay and allowances. The incumbent uses knowledge of related financial management regulations and precedents to determine if the call-to-duty authorization, from home station or Temporary Duty (TDY) and the member’s status, will affect various entitlements to include Basic Allowance for Subsistence (BAS), Basic Allowance for Housing (BAH), Foreign Duty Pay (FDP), Hostile Fire Pay (HFP), Hardship Duty Pay (HDP), Combat Zone Tax Exclusion (CZTE), Family Separation Allowance (FSA), and any other pay or allowance. In each case, the incumbent must determine the member’s duty status, length of tour, and location of tour as each of these will determine what is authorized. Additionally, whether the member has a spouse and if the spouse is in a duty status at home station or away from home station may determine if the entitlement is authorized or not, along with the entitlement and/or allowance rates. As important as it is to determine that the member received all pay and allowances authorized, it is equally as important to determine that the member was not overpaid. In order to ensure overpayment did not happen, on a regular and recurring basis, the incumbent uses multiple systems to generate various reports, including the Enlisted BAS Report, OCONUS Travel Report, FSA Report, Special Duty Report, and the Military Leave Report, to confirm that members were paid and not overpaid the proper entitlements upon conclusion of the temporary duty.

- Debt Management. Incumbent manages a timely and accurate debt management program for all Travel Pay, Civilian Pay, or Pay Entitlement debts after the debt was identified. Incumbent utilizes practical knowledge of programs and regulatory guidance to manage Military Pay, Civilian Pay, and Travel Pay related debt cases.

- Travel Reimbursement Process. Incumbent utilizes extensive knowledge of financial management regulations and precedents to ensure travel orders are certified for fund availability, validity, and accuracy as this affects what entitlements or reimbursements are paid at the conclusions of the ordered duty. Amendments to financial documents are updated in the accounting and pay systems to ensure accurate obligations and proper payments/collections are posted. With limited financial system interface in this process and incomplete or conflicting regulatory/policy guidance, a required manual process is exercised to ensure all travel obligations are executed and accounted. Once the customers’ duty tours and possible travel expenses are completed, the incumbent must receive and process the customers’ final settlement vouchers to process the pay reimbursements in an accurate and timely manner for all authorized expenses incurred during the tours and travel activities. Incumbent is responsible to ensure all travel reimbursements are audited and validated in compliance with DOD regulatory guidelines.

FACTOR 2 - SUPERVISORY CONTROLS:

The position meets level 2-3.

The supervisor assigns work by providing standing instructions on the necessary objectives, priorities and provides guidance for unusually difficult situations. The employee independently processes the difficult procedural and technical tasks, initiates actions, addresses problems and identifies deviations in accordance with instructions, policies, previous training, and accepted practice. The supervisor evaluates completed work for overall technical proficiency and conformance to system requirements. Supervisor reviews work by performing a sampling for results and conformity to established requirements and deadlines.

FACTOR 3 – GUIDELINES:

FL 3-3 is met by the position.

- Incumbent regularly relies on experiences to adapt processes due to incomplete guidance. Specifically, the receipt of reimbursable funding documents for DoD, Non DoD, and public tenants. Incumbent sets local guidelines to standardize document formats to ensure consistency on accepting funds from non-DoD tenants.

- Incumbent must frequently interpret changing guidance and often make decisions when guidance is absent. Additionally, incumbent must use empowered judgment and experience to identify the most appropriate procedure to use or choose which precedent action to follow as a model such as, include contingency travel order creation within the Defense Travel System (DTS). Higher headquarters directed implementation of an active duty application that was not designed for the Air National Guard operations. The application implementation guidance was unclear or non-existent which requires an incumbent to develop, train, and implement local processes to satisfy the requirements. The tasks were created using experience and knowledge of the HQ requirements; as well as, an understanding of the capabilities and limitations of the DTS system. The processes required further individual training to properly create and account for the CED order within the DTS protocols. Additionally, a separate routing list and a separate line of accounting were created to ensure the funds were accurately accounted. Title Five dual compensation reconciliation is another example of where a significant dual compensation issue was discovered where no clear process or guidance was available. A process was developed to identify those Title Five personnel who were also traditional military reserve members. Those members were aligned under the dual compensation audit which eliminated the potential results of undiscovered and uncorrected dual compensation situations. Comptroller flight certification routing process is another example of where Higher Headquarters directed that financial certifying officials are inserted into the routing process to confirm the travel reimbursement requests contained proper and legal claims. This directive was extremely difficult to address because the guidance was vague on how to implement; plus, various State USP&FO officers provided conflicting guidance. A resolution was created within the limitation of the DTS system by modifying the existing role designations to meet the implementation directive.

- The guidelines consist of several established procedures and specific guidelines in the form of agency policies and procedures, federal codes and manuals, specifically related regulations, and precedent actions. Processing manuals are readily available for doing the work and are clearly applicable to most transactions. The number of guidelines and similar work situations require the employee to use best judgment to identify and select the most appropriate procedures to use, choose from among several established alternatives, or decide which precedent action to follow as a model.

FACTOR 4 – COMPLEXITY:

Meets Factor Level 4-3.

- Incumbents are required to perform various accounting, budget, or financial management support related duties or assignments that use different and unrelated processes, procedures, or methods and non-integrated systems (DCPS/DJMS). Incumbents require knowledge of financial system functions, program objectives, and system change impacts. Incumbent interprets financial system user inquiries and makes decisions, devises solutions, and takes actions based on program knowledge. Troubleshooting techniques are developed for unusual circumstances and shared amongst all users. Examples of work that meet this factor level include:

- The Daily Audit. The daily transaction audits require a case-by-case review using practical knowledge and experience. The Financial Technician conducts a transaction by transaction validation from the source document(s) to the specific system(s). The validations determine accuracy of source data and ensure the correct procedures were affected; and, that the proper and complete accounting codes were entered. The Financial Technician must possess extensive knowledge of multiple financial management disciplines in order to identify and correct transaction errors. The transactions from outside sources, such as DFAS or other DoD organizations, that require research to determine the expense of unit funds are expensed and ensure the proper source documents are on record. The scope and magnitude of this validation process is often extensive as undetected errors may cause significant corrective work.

- The Automated Dual Compensation Program. The program requires the resolution of dual compensation issues by comparing time and attendance data between multiple unrelated financial systems and making corrections as required. The process was mandated by the National Guard Bureau with limited guidance on its implementation. Each unit relied on networking and self-training in order to meet the mandate. Completion of each business process was translated and shared to clarify and successfully work the next new process step involved in operating the application.

- The Wide Area Work Flow (WAWF) Application. The Financial Technician oversees the process to ensure each step is completed in the process flow. Guidance does not clearly define the Contracting, Vendors, and Acceptors’ organizational roles. This is complicated by the general fact that the Financial Technician has no authority over the organization; yet, must ensure each performs its roles for the system to work as it was intended. To complete his/her portion of the process, yet stay within the financial area of expertise, the Financial Technician is frequently required to perform follow-up reviews and provide assistance with the organization’s points of contacts.

- The Defense Travel System (DTS). To implement DTS, the Financial Technician creates initial set-up criteria to include: Defining and creating organizations, entering members into the database, creating routing lists, establishing interface with the Commercial Travel Office (CTO), creating and entering accounting data elements, and entering budget targets. Once all roles are defined, created, and captured, the Financial Technician provides training on each role to ensure the appointed individual is prepared to carry out his/her duties. In addition, the Financial Technician is required to provide guidance for travel policy and procedures; as well as, DTS system assistance. The Financial Technician assists with trouble shooting issues ranging from incompatibility issues between the Common Access Card (CAC) and member’s profile in DTS -to- informing members of system updates and providing training when required. System deficiencies require creative system manipulations to ensure travel data is correctly entered by the guard members; and, that the accounting data is properly recorded in the Wing accounting systems. NGB/FM directs continual system procedural changes that require adaptations to existing policies, practices, required training, and flexibility.

FACTOR 5 - SCOPE AND EFFECT:

Meets Factor Level 5-3.

- The purpose of the work is to apply conventional Financial Management practices to treat a variety of problems related to financial transactions. Issues might result from insufficient information about the transaction, a need for more efficient processing procedures, or requests to expedite urgently needed cases. The incumbent treats these or similar problems in conformance with established procedures.

- The work affects the quality, quantity, and accuracy of the organization’s records, program operations, and service to clients. Effective work ensures the integrity of the overall general ledger, its basic design, the accounting systems, and various operating programs. The incumbent ensures the amount and timely availability of monies to pay for services, attends to the economic well-being of employees, customer service activities, and compliance to legal and regulatory requirements.

FACTOR 6 – PERSONAL CONTACTS and FACTOR 7 – PURPOSE OF CONTACTS:

Personal Contacts:
Meets Factor Level 6-2.

Contacts are made with employees and supervisors of the same military branch but outside the immediate office. Persons contacted include those performing financial, fiscal, pay, travel, entitlement or related functions at higher organizational levels. Contacts are also made outside the serviced organizations in a moderately structured situation such as, exchanges of information by phone and in occasional meetings with counterparts in financial services and other related programs.

An example of work that meets this level is customer service. The incumbent must answer a wide variety of service members’ inquiries that require significant research to determine the full scope of the members’ problems. This research often requires accessing multiple and often unrelated systems to determine what transaction caused the issue, who entered the transaction, and why the transaction was entered. Once the Financial Technician determines the issue, he/she selects the appropriate course of action to efficiently resolve the concern or effectively discuss/explain the dynamics of the issue to a customer. While guidance is available to provide a starting point, enacting local policy usually provides a better course of action. The Financial Technician must properly and professionally determine how local policy applies to each unique situation and take whatever action is necessary. The Financial Technician directly affects the organization’s accounting records or the member’s pay and travel accounts or the unit’s accounts payable records.

Purpose of Contacts:
Meets Factor Level 7b.

The Financial Technician facilitates the customer’s cooperation in regard to submitting paperwork or other information. In addition, the incumbent, insures the customers correct errors in their voucher documentation and data entry; plus the Financial Technician assists others in researching and applying financial information. For example, the customer may need to locate details on the Freedom of Information Act requests, BAH determinations, Family Separation Allowances, Military Buyback calculations, Pay/Debt inquires, Travel Entitlements, Government Purchase Card balancing, and Partial Payments. Incumbent ensures due process is correctly exercised for non-routine collections; and, tactfully briefs each customer on the debt cause and repayment options. This customer service activity is especially difficult because, upon notifications of debt, members may respond with anger and frustration. The Incumbent processes travel pay collection actions against members’ military/civilian pay; and, confirms the monies are collected against the proper accounting codes. The Financial Technician must complete the voucher process, create the collection vouchers and ensure DFAS payments are negotiated and reconciled.

FACTOR 8 – PHYSICAL DEMANDS:

FL 8-1 is met.

The incumbents’ work is primarily sedentary and no special physical demands are required. Slight physical effort is required such as, walking, standing, bending, or carrying light items.

FACTOR 9 – WORK ENVIRONMENT:

FL 9-1 is met.

Employee performs work in an office or similar setting, involves minimal risk or discomfort, and requires normal safety precautions. The work area is adequately lit, heated, and ventilated. The incumbent performs the bulk of the work in an office environment and must observe normal safety precautions.