The Financial and Performance Evaluator I is the entry and first working level in the series. Under supervision, incumbents assist in the planning, data gathering, analytical and consultative duties associated with evaluating the completeness, and accuracy of financial and programmatic data and/or other work products and developing recommendations for management consideration. Incumbents may independently perform smaller or less complex assignments and/or assist in the completion of a segment of a larger or more complex assignment.
Experience: An undergraduate or graduate degree from an accredited institution and completion of a minimum of 12 semester units in accounting (excluding accounting courses in tax, real estate, human resources, report writing, and marketing).
Experience: Two years of increasingly responsible professional experience in accounting or auditing experience, which shall have included the preparation of reports, and the presentation of recommendations to management, and 9 semester units in accounting (excluding accounting courses in tax, real estate, human resources, report writing, and marketing). These courses can be taken at either undergraduate or graduate levels.
Education: A four-year college degree from an accredited institution. (Registration as a senior in a recognized institution will admit applicants to the examination, but they must produce evidence of graduation or its equivalent before they can be considered eligible for appointment).
Special Personal Characteristics
Demonstrated ability to act independently; flexibility; tact; and ability to act effectively under pressure.