Competency: Fiscal Management

Organizational Skills

Business Acumen
Strategic Focus
Strategic Insight
Entrepreneurship
Company
Organizational Fluency
Fiscal Management
Planning
Vision
Global Perspective

Surveys Measuring Fiscal Management:
Survey 1 (4-point scale; Competency Comments)
Survey 2 (4-point scale; Competency Comments)
Survey 3 (5-point scale; Competency Comments)
Survey 4 (5-point scale; radio buttons)
Survey 5 (4-point scale; words)
Survey 6 (4-point scale; words)
Survey 7 (5-point scale; competency comments; N/A)
Survey 8 (3-point scale; Agree/Disagree words; N/A)
Survey 9 (3-point scale; Strength/Development; N/A)
Survey 10 (Comment boxes only)
Survey 11 (Single rating per competency)
Survey 12 (Slide-bar scale)

Definition: Maintains appropriate financial controls and budgets.

Responsibility

Ensures others follow the correct rules and regulations on fiscal matters.
Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff.
Manages cash and cash disbursements.
Makes sure that required criteria are met before proceeding with certain programs or initiatives.

Budgeting

Develops budgets and plans for various programs and initiatives.
Provides budgeting and accounting support to the Company.
Develops of the department's annual budget.

Monitoring

Monitors spending.
Monitors expenses and verifies the need for items purchased.
Monitors fiscal transactions and budgets.

Record Keeping

Keeps excellent records for financial transparency.

Resources

Effective in using Company's resources.

Reporting

Performs financial reporting.