POSITION: FIXED ASSET ANALYST

DESCRIPTION

This is professional work that requires the ability to provide support in the implementation of the Division's policies and objectives in accordance with both local and federal reporting standards. Supervision for this position is received from the Director of Property. Work in this class involves major responsibility for the recording and analyzing of all Fixed Assets and capital (i.e. property equipment) and intangible assets of the department. This employee must be able to maintain high levels of concentration, patience and flexibility especially in unexpected situations. This employee is given considerable latitude in exercising professional skills and independent judgment in the performance of work. Work progress is formally evaluated by written annual performance evaluations and periodically reviewed during informal meetings and discussions to ensure accomplishment of assigned work in a satisfactory manner.

DUTIES AND RESPONSIBILITIES (NOT ALL INCLUSIVE)

• Creates random sample of assets for monthly cycle counts. Document all new fixed asset purchase deliveries;
• Prepares monthly, daily cycle count and purchased asset reconciliation reports and schedule, by contacting schools and offices and setting date of visits;
• Prepares plans and conducts on-going cycle counts and purchased asset reconciliations;
• Ensures Principal(s) or inventory contacts person prepares missing asset movement documentation "on the spot", when identified during a cycle count;
• Reviews Inventory Binders for accuracy and completeness during cycle counts. Takes appropriate steps to resolve instances of assets not being found;
• Receives and maintains documentation on the movement of fixed assets, i.e. home use authorization, transfer of property, report of survey etc;
• Updates Financial Management fixed asset information based on documented movement of assets;
• Approves new fixed asset additions created by warehouse receiving clerks; reviews assets and asset information to ensure uniformity and accurate entry;
• Monitors and reports on warehouse cycle times to receive and deliver fixed assets;
• Conducts warehouse audits of fixed assets, i.e. ensure they are in the secured cage is locked and access is controlled etc;
• Prepares plan and execute E-waste disposal;

• Prepares analysis and input to review key issues with Principals and Superintendents;
• Assists in the planning of the bi-annual physical inventor count, and conducts verifications of missing items found during the bi-annual physical inventory;
• Updates MUNIS as necessary based on cycle count, newly purchased asset reconciliations biannual physical inventory results, (example: Added, Moved, Validated; Temporary Assignment Form, Report of Survey etc.);
• Performs related work as required.

KNOWLEDGE, SKILLS AND ABILITIES

• Knowledge of the theories, principles, practices and techniques associated with asset reconciliations and reporting standards;
• Proven skill in multitasking and time management capabilities;
• Possess critical thinking, quantitative and analytical skills with the ability to interpret data and communicate impact;
• Proficient in Microsoft Office, particularly Excel;
• Ability to comprehend, analyze, and research problems of a complex nature and make recommendations;
• Ability to manage and maintain the Munis Fixed Asset Module;
• Ability to work in a fast-paced environment and multi task while meeting specific deadlines, Ability to excise sound, independent judgment in carrying out functions of the position;
• Ability to establish and maintain effective and professional working relationships, with supervisor, colleague and vendors;
• Ability to consistently complete assigned tasks in a timely manner. Ability to write reports detailing daily, weekly and monthly activities;
• Ability to write, update and/or edit policy and procedures.

SUPERVISORY CONTROLS

Work is performed under the general supervision of a higher level officer: Assignment responsibilities are given in the form of operating procedures, policies, or verbal instructions. Employee works in a professional environment with minimal supervision and is responsible for establishing and maintaining records of owned fixed assets and coordinating changes in status of real property. Technical guidance is provided by the Supervisor.