To:  Shelley Caskey, Human Resources Director  

From:  Baylee Gregor, Human Resources Analyst

RE:  Accountant/Analyst I Job Audit

Date:  August 4,2022

Background:

The Finance Director requested an audit for the Account Analyst I position held by Kandis Gillespie. The basis for the audit is the duties and responsibilities assigned to the incumbent have changed since she was hired as an Account Analyst I in 2018 and that the level of work performed currently is more in line with an Accountant/Analyst II. The changes detailed in this report can be summarized by the position expanding to include higher level analysis, serving as a financial resource to various departments and preparing reports and providing support for annual closing activities and statements for the City’s external audit and providing requested information.

The incumbent completed a Job Analysis Questionnaire outlining her current assignment and duties.

Changes to Position:

A higher level of responsibility for accounting and financial reporting functions has been taken on by the incumbent. With her knowledge of payroll laws and regulations and detailed understanding of the City`s ERP system, she has become an advisor to both the Finance and HR Departments.

In addition to payroll responsibilities, this position performs various complex accounting tasks, including bank and general ledger reconciliations, year-end closing procedures, and actives supporting the annual audit and financial statement preparation.

She has also implemented processing changes for payroll, Accounts Receivable and bank reconciliations to increase efficiency and accuracy. Such as, helping HR set up online open enrollment, working with the IT Department to implement The City`s time keeping software, and analyzing the City`s reconciliations processes for all City departments.

The duties currently being performed by the incumbent require a higher-level knowledge and skillset than those performed by an Account/Analyst I.

Recommendations:

Based on my review of the Accountant/Analyst II job description, completed Job Analysis Questionnaire, information provided by the Finance Director and speaking with the incumbent, it is recommended that the incumbents position be reclassified to Accountant/Analyst II.

It is recommended that Kandi`s pay be adjusted to $31.76, Step 1, of the Accountant/Analyst II. She has been performing at this higher level since May 2022 and as such it is recommended the effective date for this change be retro dated to May 2^nd, 2022. This results in an approximate increase of 4.88% and an annual budget impact of $3,122.80 to general fund.