Commonwealth of Pennsylvania

POSITION DESCRIPTION FOR JOB POSTING

Position Number:  00266721

Description Activated On:  10/7/2026 2:50:54 PM


Position Purpose:
Describe the primary purpose of this position and how it contributes to the organization’s objectives. Example: Provides clerical and office support within the Division to ensure its operations are conducted efficiently and effectively. 

This position is in the Employment, Banking and Revenue Delivery Center (EBR-DC) and is a member of the Information Technology (IT) Financial Management Services (FMS) team, which is responsible for supporting the complex IT procurement and financial management needs of the EBR-DC: EBR-IT, Department of Labor and Industry (DLI), Department of Revenue (DOR), Department of State (DOS), Pennsylvania Insurance Department (PID), and the Department of Banking and Securities (DoBS).

This position supports complex IT financial management needs for various IT areas: Application Delivery; Cross Application Integration; Architecture, Data Management & Analytics; Project & Strategy Management; Service Management; Network/Compute; and Information Security.

Description of Duties:
Describe in detail the duties and responsibilities assigned to this position. Descriptions should include the major end result of the task. Example: Types correspondence, reports, and other various documents from handwritten drafts for review and signature of the supervisor.

1. Collects, examines, and summarizes fiscal information and projections for information technology budgetary needs (including IT projects) during Commonwealth of Pennsylvania (COPA)’s initial budget and rebudget processes. This includes having an in-depth knowledge of COPA & Federal funding sources/requirements.

2. Prepares and analyzes reports that reflect IT fund balances, appropriations, commitments, expenditures, or other financial obligations and makes recommendations on the use of funds and maintaining budgetary controls.

3. Develops, tracks, and interprets IT spending plans, including operational and IT project spend, for the commitment, use and availability of funds in compliance with statutes, policies, or other fiscal controls.

4. Performs EBR-DC Solution Proposal processing, including conducts independent fiscal review, proposes and validates cost coding with agency fiscal officer(s), updates IT spending plan, facilitates reviews/approvals (from Executives and subject matter expert), tracks inventory, tracks status (including funds commitments) and communicates to EBR-IT leadership on regular basis.

5. Performs IT invoice review/approval/reconciliation.

6. Recommends and coordinates funding adjustments through appropriate fiscal offices.

7. Assists with the collection and examination of fiscal information necessary to respond to Governmental Accounting Standards Board (GASB) requests. GASB provides accounting and financial reporting standards for state governments that follow Generally Accepted Accounting Principles (GAAP).

8. Consults with EBR-IT leadership, TSO (Technical Services Office), ISO (Information Security Office), Governor's Budget Office and EBR-agency representatives (executives, financial and procurement staff) to obtain and provide IT financial management information, evaluate impacts, projections, and/or develop recommendations.

9. Develops, recommends, and/or conducts training on various IT financial management subjects, including but not limited to: IT financial management policies/procedures (including current best approaches), SAP, Business Warehouse, SRM, and SAP Business Intelligence Analysis for Office.

10. Serves as an IT financial management subject matter expert for various workgroups (EBR-DC RFx committees, new IT initiatives).

11. Represents IT FMS team at meetings. Attends/leads meetings.

12. Develops IT fiscal management-related presentations.

13. Understands, adheres to, and contributes to; established service and knowledge management processes and procedures, and digital accessibility regulations and standards.

14. Performs other related duties as required.

Decision Making:
Describe the types of decisions made by the incumbent of this position and the types of decisions referred to others. Identify the problems or issues that can be resolved at the level of this position, versus those that must be referred to the supervisor. Example: In response to a customer inquiry, this work involves researching the status of an activity and preparing a formal response for the supervisor’s signature.

This position independently and routinely makes decisions regarding Information Technology (IT) financial management work assignments. For example, in response to a customer inquiry regarding the status of IT funding availability, this work involves (1) researching which area(s) should be responsible for funding, (2) researching if applicable funding is available or could be repurposed (3) summarizing the information and (4) providing the information to the customer in a timely, diplomatic and professional manner.

Decisions involving unique and/or highly complex work assignments should be referred to the supervisor.

Requirements Profile: Identify any specific experience or requirements, such as a licensure, registration, or certification, which may be necessary to perform the functions of the position. Position-specific requirements should be consistent with a Special Requirement or other criteria identified in the classification specification covering this position. Example: Experience using Java; Professional Engineer License

Experience:



Licenses, registrations, or certifications:

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Essential Functions
: Provide a list of essential functions for this position. Example: Transports boxes weighing up to 60 pounds.
 
 1. Understands/applies/adheres to general fiscal administration concepts, principles, and practices
 2. Understands/applies/adheres to general methods and techniques used in researching, collecting, organizing, reviewing, and assessing financial data
 3. Understands/applies/adheres to Commonwealth and Organization/Agency policies and procedures
 4. Completes work both independently and as part of a team
 5. Establishes/maintains effective working relationships
 6. Organizes and concurrently manages multiple tasks
 7. Communicates effectively, verbally and in writing
 8. Leads meetings and presentations
 9. Utilizes hardware (laptop, headset) & software (Microsoft Excel, Outlook, Word and Teams) to accomplish work assignments efficiently and effectively
 10. Utilizes SAP, Business Warehouse, SRM and Analysis for Office to accomplish work assignments efficiently and effectively