CITY ACCOUNTING OFFICE

CY 2024

FUNCTIONAL COMPETENCY PROFILE

City Accounting Office

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City Accounting Office
Competency Assessment Tool
CORE LEADERSHIP
EI - Exemplifying Integrity BCIWR - Building Collaborative, Inclusive Working Relationships
DSE - Delivering Service Excellence MPCR - Managing Performance and Coaching for Results
DPE - Demonstrating Personal Effectiveness LC - Leading Change
TSC - Thinking Strategically and Creatively
ORGANIZATIONAL CNHPO - Creating and Nurturing a High Performing Organization
SPMD - Solving Problems and Making
Decisions
SE - Speaking Effectively
WE - Writing Effectively
CAI - Championing and Applying Innovation
PD - Planning and Delivering
MI - Managing Information

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City Accounting Office
Competency Assessment Tool
 CORE ORGANIZATIONAL LEADERSHIP Func tio na l
Ite m No . Po sitio n Title SG
EI DSE DPE SMPD SE WE CAI PD MI BCIWR MPCR LC TSC CNHPO BBR
City Go ve rnme nt De pa rtme nt He a d I (City
1 25 4 4 4 4 4 4 4 4 4 4 4 4 4 4
Ac c o unta nt)
City Go ve rnme nt Assista nt De pa rtme nt He a d I
2 23 4 4 4 4 4 4 4 4 4 4 4 4 4 4
(Assista nt City Ac c o unta nt)
Administra tive Offic e r IV (Administra tive Offic e r
3 15 4 4 4 3 3 4 3 3
II)

4 Supe rvising Administra tive Offic e r 22 4 4 4 4 4 4 4 4 4 3 3 3 3 3

Administra tive Offic e r V (Ma na g e me nt a nd Audit
5 18 4 4 4 4 4 3 3 3 4 3 3 3 3 3
Ana lyst III)
Administra tive Offic e r II (Ma na g e me nt Audit
6 11 4 4 4 3 3 3 2 3 4 1
Ana lyst I)

7 Administra tive Assista nt III (Se nio r Bo o kke e pe r) 9 4 3 3 2 3 2 1 2 3

8 Adminitra tive Assista nt III (Se nio r Bo o kke e pe r) 9 4 3 3 2 3 2 1 2 3

9 Adminitra tive Assista nt III (Se nio r Bo o kke e pe r) 9 4 3 3 2 3 2 1 2 3

Administra tive Offic e r IV (Ma na g e me nt Audit
10 15 4 4 4 3 3 4 3 3 4 2
Ana lyst II)

11 Administra tive Assista nt III (Se nio r Bo o kke e pe r) 9 4 3 3 2 3 2 1 2 3

12 Administra tive Assista nt III (Se nio r Bo o kke e pe r) 9 4 3 3 2 3 2 1 2 3

13 Administra tive Assista nt III (Se nio r Bo o kke e pe r) 9 4 3 3 2 3 2 1 2 3

Administra tive Offic e r II (Ma na g e me nt a nd Audit
14 11 4 4 4 3 3 3 2 3 4
Ana lyst I)

15 Administra tive Assista nt III (Se nio r Bo o kke e pe r) 9 4 3 3 2 3 2 1 2 3

16 Administra tive Assista nt III (Se nio r Bo o kke e pe r) 9 4 3 3 2 3 2 1 2 3

Administra tive Assista nt I (Re pro duc tio n Ma c hine
17 7 4 3 3 2 2 1 1 2 3 2
Ope ra to r III)
Administra tive Offic e r V (Ma na g e me nt a nd Audit
18 18 4 4 4 4 4 3 3 3 4 3 3 3 3 3
Ana lyst III)
Administra tive Offic e r II (Ma na g e me nt a nd Audit
19 11 4 4 4 3 3 3 2 3 4
Ana lyst I)

20 Administra tive Assista nt III (Se nio r Bo o kke e pe r) 9 4 3 3 2 3 2 1 2 3

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City Accounting Office
Competency Assessment Tool
 CORE ORGANIZATIONAL LEADERSHIP Func tio na l
Ite m No . Po sitio n Title SG
EI DSE DPE SMPD SE WE CAI PD MI BCIWR MPCR LC TSC CNHPO BBR
Ad m inistra tive Offic e r II (Ma na g e m e nt a nd Aud it
21 11 4 4 4 3 3 3 2 3 4
Ana lyst I)

22 Ad m inistra tive Assista nt III (Se nio r Bo o kke e p e r) 9 4 3 3 2 3 2 1 2 3

Ad m inistra tive Offic e r II (Ma na g e m e nt a nd Aud it
23 11 4 4 4 3 3 3 2 3 4
Ana lyst I)

24 Ad m inistra tive Assista nt III (Se nio r Bo o kke e p e r) 9 4 3 3 2 3 2 1 2 3

Ad m inistra tive Offic e r II (Ma na g e m e nt a nd Aud it
25 11 4 4 4 3 3 3 2 3 4
Ana lyst I)

26 Ad m inistra tive Assista nt III (Se nio r Bo o kke e p e r) 9 4 3 3 2 3 2 1 2 3

27 Sup e rvising Ad m inistra tive Offic e r 22 4 4 4 4 4 4 4 4 4 3 3 3 3 3

Ad m inistra tive Offic e r V (Ma na g e m e nt a nd Aud it
28 18 4 4 4 4 4 3 3 3 4 3 3 3 3 3
Ana lyst III)
Ad m inistra tive Offic e r II (Ma na g e m e nt & Aud it
29 11 4 4 4 3 3 3 2 3 4
Ana lyst I)
Ad m inistra tive Offic e r II (Ma na g e m e nt & Aud it
30 11 4 4 4 3 3 3 2 3 4
Ana lyst I)

31 Ad m inistra tive Assista nt III (Se nio r Bo o kke e p e r) 9 4 3 3 2 3 2 1 2 3

32 Ad m inistra tive Assista nt III (Se nio r Bo o kke e p e r) 9 4 3 3 2 3 2 1 2 3

Ad m inistra tive Offic e r II (Ma na g e m e nt & Aud it
33 11 4 4 4 3 3 3 2 3 4
Ana lyst I)

34 Ad m inistra tive Assista nt III (Se nio r Bo o kke e p e r) 9 4 3 3 2 3 2 1 2 3

35 Ad m inistra tive Assista nt III (Se nio r Bo o kke e p e r) 9 4 3 3 2 3 2 1 2 3

36 Ad m inistra tive Assista nt III (Se nio r Bo o kke e p e r) 9 4 3 3 2 3 2 1 2 3

37 Ad m inistra tive Offic e r V (Fisc a l Exa m ine r III) 18 4 4 4 4 4 3 3 3 4 3 3 3 3 3

Se nio r Ad m inistra tive Assista nt I(Da ta Co ntro lle r
38 13 4 4 4 3 3 3 2 3 3
IV)

39 Ad m inistra tive Assista nt III (Se nio r Bo o kke e p e r) 9 4 3 3 2 3 2 1 2 3

40 Ad m inistra tive Offic e r II (Fisc a l Exa m ine r I) 11 4 4 4 3 3 3 2 3 4

41 Ad m inistra tive Assista nt III (Se nio r Bo o kke e p e r) 9 4 3 3 2 3 2 1 2 3

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City Accounting Office
Competency Assessment Tool
 ITEM NO. 10
Administrative Officer IV (Mgt. Audit Analyst II)
Salary Grade 15

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City Accounting Office
Competency Assessment Tool
 FUNCTIONAL COMPETENCY TABLE
City Accounting Office

Item Number: 10
Salary Grade: 15
Position Title: Administrative Officer IV (Mgt. Audit Analyst II)

POSITION ADMINISTRATIVE OFFICER IV (MANAGEMENT AUDIT ANALYST II)

COMPETENCY Financial Accounting and Reporting

DEFINITION Ability to record, prepare reports, analyze financial data, and conduct audits to ensure accuracy, compliance, and transparency in financial
operations.
LEVELS BASIC (LEVEL 1)
CORE Understand fundamental
DESCRIPTION accounting and auditing
principles relevant to
financial accounting and
reporting.
MANIFESTATIONS Demonstrate foundational
/SAMPLE knowledge of concepts such
BEHAVIOR as debits and credits, journal
entries, financial statements,
and internal controls.
Requires guidance and
supervision to apply
principles effectively in
practical situations.
INTERMEDIATE (LEVEL 2)
Apply a higher understanding of
accounting and auditing principles
to support financial accounting
and reporting.
Demonstrate proficiency in
interpreting financial data,
preparing basic financial
statements, and identifying
potential areas of concern. Can
independently apply principles to
routine tasks with occasional
guidance.
ADVANCED (LEVEL 3)
Exhibit accounting and auditing
principles mastery, leveraging in-
depth knowledge to drive
strategic financial accounting and
reporting initiatives.
Demonstrate the ability to
analyze complex financial data,
interpret regulatory requirements,
and provide expert guidance.
Functions autonomously with
minimal supervision,
contributing insights to optimize
organizational financial
performance."
SUPERIOR (LEVEL 4)
Exemplify exceptional expertise in
accounting and auditing principles,
serving as a trusted advisor, and
thought leader in financial
management.
Demonstrate unparalleled proficiency
in analyzing complex financial data,
developing innovative strategies, and
driving organizational excellence. Sets
the standard for best practices and
inspires others through mentorship and
leadership.

FUNCTIONAL COMPETENCY ASSESSMENT TOOL

City Accounting Office

Item Number: 10
Salary Grade: 15
Position Title: Administrative Officer IV (Mgt. Audit Analyst II)

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City Accounting Office
Competency Assessment Tool
DIRECTION: For each competency and each associated behavior indicator, rate yourself on how well you believe you can demonstrate the behavior linked to the
competencies.

How well do you feel that you can demonstrate the following behaviors linked with the competencies?
Competencies/Behavior RATINGS
Competency: Financial Accounting and Reporting 0 1 2 3 4
Analyze financial transactions to ensure accuracy and compliance with accounting standards.

Prepare basic financial statements such as balance sheets, income, and cash flow statements.

Identify discrepancies or irregularities in financial data and propose corrective actions.

Conduct reconciliations of accounts to ensure consistency and accuracy of financial records.

Utilize accounting software or tools to generate reports and analyze financial trends.

Apply knowledge of internal controls to assess and improve financial processes.

Participates in audit activities by providing documentation and explanations as needed.

Collaborates with colleagues to resolve complex accounting issues or discrepancies.

Demonstrate an understanding of regulatory requirements related to financial reporting and auditing.

Take the initiative to expand knowledge and skills in accounting and auditing principles through training or self-study.

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City Accounting Office
Competency Assessment Tool
 ITEM NO. 6
Administrative Officer II (Mgt. Audit Analyst I)
Salary Grade 11

FUNCTIONAL COMPETENCY TABLE

City Accounting Office

Item Number: 6
Salary Grade: 11
Position Title: Administrative Officer II (Mgt. Audit Analyst I)

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City Accounting Office
Competency Assessment Tool
 POSITION ADMINISTRATIVE OFFICER II (MGT. AUDIT ANALYST I)

COMPETENCY Financial Accounting and Reporting

DEFINITION Ability to record, prepare reports, analyze financial data, and conduct audits to ensure accuracy, compliance, and transparency in financial
operations.

LEVELS BASIC (LEVEL 1) INTERMEDIATE (LEVEL 2) ADVANCED (LEVEL 3) SUPERIOR (LEVEL 4)

CORE DESCRIPTION Understand fundamental
accounting and auditing
principles relevant to
financial accounting and
reporting.
MANIFESTATIONS/ Demonstrate foundational
SAMPLE BEHAVIOR knowledge of concepts such
as debits and credits, journal
entries, financial statements,
and internal controls.
Requires guidance and
supervision to apply
principles effectively in
practical situations.
Apply a higher understanding of
accounting and auditing
principles to support financial
accounting and reporting.
Demonstrate proficiency in
interpreting financial data,
preparing basic financial
statements, and identifying
potential areas of concern. Can
independently apply principles
to routine tasks with occasional
guidance.
Exhibit accounting and auditing
principles mastery, leveraging
in-depth knowledge to drive
strategic financial accounting
and reporting initiatives.
Demonstrate the ability to
analyze complex financial data,
interpret regulatory
requirements, and provide
expert guidance. Functions
autonomously with minimal
supervision, contributing
insights to optimize
organizational financial
performance."
Exemplify exceptional expertise in
accounting and auditing principles,
serving as a trusted advisor, and
thought leader in financial
management.
Demonstrate unparalleled
proficiency in analyzing complex
financial data, developing innovative
strategies, and driving organizational
excellence. Sets the standard for best
practices and inspires others through
mentorship and leadership.

FUNCTIONAL COMPETENCY ASSESSMENT TOOL

City Accounting Office

Item Number: 6
Salary Grade: 11
Position Title: Administrative Officer II (Mgt. Audit Analyst I)

DIRECTION: For each competency and each associated behavior indicator, rate yourself on how well you believe you can demonstrate the behavior linked to the competencies.

How well do you feel that you can demonstrate the following behaviors linked with the competencies?
Competencies/Behavior RATINGS
Competency: Financial Accounting and Reporting 0 1 2 3 4
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City Accounting Office
Competency Assessment Tool
Recognize the difference between assets, liabilities, and equity in financial transactions.
Identify basic financial statements such as the balance sheet, income statement, and cash flow statement.
Understands the purpose and importance of auditing in ensuring financial accuracy and compliance.
Follows established procedures for recording financial transactions in accordance with accounting principles.
Seeks clarification or guidance when unsure about applying accounting principles to specific tasks.
Demonstrates attention to detail when reviewing financial documents for accuracy and completeness.
Participates in training or educational opportunities to enhance understanding accounting and auditing principles.
Shows an eagerness to learn and develop skills in financial analysis and reporting.

Adheres to ethical standards and confidentiality requirements when handling financial information.

Communicate effectively with supervisors or colleagues regarding accounting-related tasks or issues.

ITEM NO. 17
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City Accounting Office
Competency Assessment Tool
 Administrative Assistant I (Reproductions Machine Operator)
Salary Grade 7

FUNCTIONAL COMPETENCY TABLE

City Accounting Office

Item Number: 17
Salary Grade: 7
Position Title: Administrative Assistant I (Reproductions Machine Operator)
POSITION ADMINISTRATIVE ASSISTANT I (REPRODUCTIONS MACHINE OPERATOR)

COMPETENCY Administrative Support and Document Management

DEFINITION The ability to provide comprehensive administrative support and proficiently manage document-related tasks, ensuring the smooth functioning
of office operations and effective document handling within financial accounting and reporting contexts.

LEVELS BASIC (LEVEL 1) INTERMEDIATE (LEVEL 2) ADVANCED (LEVEL 3) SUPERIOR (LEVEL 4)

CORE DESCRIPTION Understand the fundamental Exhibit higher proficiency in Demonstrates mastery in Exemplifies administrative support and
principles of administrative administrative support and administrative support and document management excellence,

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City Accounting Office
Competency Assessment Tool
 support and document
management.
MANIFESTATIONS/ Demonstrates the ability to
SAMPLE BEHAVIOR perform routine
administrative tasks and
handle documents under
supervision. Can assist with
sorting, filing, and basic
data entry tasks related to
financial accounting and
reporting. Requires
guidance to ensure accuracy
and adherence to established
procedures.
document management.
Demonstrates the ability to
independently handle various
tasks, including document
organization, data entry, and
equipment operation. Capable of
providing support to multiple
stakeholders and resolving
minor issues with minimal
supervision
document management,
showcasing a deep understanding
of complex processes and
systems.
Proficiently handles intricate tasks
such as document digitization,
database management, and
coordination of office logistics.
Exhibits leadership qualities by
mentoring junior staff and
providing innovative solutions to
enhance efficiency and
effectiveness."
setting organizational proficiency and
innovation standards.
Possess an unparalleled command of
advanced tools and techniques and
seamless operations with precision and
foresight. Drives transformative
initiatives to optimize workflow,
streamline processes, and elevate the
strategic impact of administrative
functions across the organization.
Recognized as a visionary leader and
subject matter expert, inspiring others
through mentorship, collaboration, and
continuous pursuit of excellence

FUNCTIONAL COMPETENCY ASSESSMENT TOOL

City Accounting Office

Item Number: 17
Salary Grade: 7
Position Title: Administrative Assistant I (Reproductions Machine Operator)

DIRECTION: For each competency and each associated behavior indicator, rate yourself on how well you believe you can demonstrate the behavior linked to the
competencies.

How well do you feel that you can demonstrate the following behaviors linked with the competencies?
Competencies/Behavior RATINGS
Competency: Administrative Support and Document Management 0 1 2 3 4
Efficiently manage document filing systems and ensuring documents are properly labeled and organized for easy retrieval.

Independently handle routine administrative tasks such as data entry, correspondence drafting, and scheduling appointments.
Demonstrate proficiency in operating office equipment such as printers, scanners, and photocopiers to support document processing
needs.
Collaborate with team members to track and manage document workflows, ensuring deadlines are met and tasks are completed in a
timely manner.

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City Accounting Office
Competency Assessment Tool
 Provide support in maintaining electronic and physical filing systems, including scanning, copying, and archiving documents as
necessary.
Respond to inquiries from internal and external stakeholders regarding document requests or information retrieval.
Follow established protocols and procedures for document management, including confidentiality and data protection guidelines.

Assist with the preparation of reports, presentations, and other documentation as required by the team or department.
Seek opportunities for continuous improvement in document management processes and suggesting practical solutions to enhance
efficiency and effectiveness.

Prepared by: Approved by:

SHIRLY L. GONATO, CPA GLADYS P. HURAÑO, CPA

Assistant City Accountant City Accountant

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City Accounting Office
Competency Assessment Tool