The purpose of this classification is to provide financial, accounting, and analytical services for the Accounting and Finance Department and the City as a whole. This position oversees and manages all divisions of the Accounting and Finance Department and provides support to the Chief Financial Officer.
This classification is authorized to act on behalf of the Chief Financial Officer as directed.
The following duties are normal for this classification. The omission of specific duties does not exclude them from the classification if the work is similar, related, or a logical assignment for this classification. Other duties may be required and assigned. Specific duties listed may not be required for all positions within this classification, but are determined by the normal requirements for the particular position.
Organizes and prioritizes department workload; coordinates activities among divisions; assigns work; develops work schedules to ensure adequate coverage; monitors status of work in progress; reviews/inspects completed work to ensure compliance with office policies, procedures, and applicable laws; consults with assigned staff, assists with complex/problem situations, and provides technical expertise; instructs subordinates on departmental policies and procedures; ensures compliance with department guidelines, policies, and procedures.
Establishes long-term goals and objectives relating to the development, planning, organization and operations of the department.
Analyzes and reviews current departmental procedures; plans and implements policy and procedural changes and improvements.
Conducts and coordinates complex analyses, recalculations relative to the operations of the Accounting and Finance Department and any or all City operating units with a focus on fiscal impact.
Participates in the section of department staff; promotes effective morale, plan organize, administer, review and evaluate the activities and performance of staff directly and through subordinate manager; work with staff to establish work priorities and schedules; encourage and provide for staff training and professional development; interpret City policies and procedures for staff; work with employees to develop short and long term goals, monitor accomplishments, establish performance requirements and personal development targets and provide coaching for performance improvement and development.
Attends and participate in professional group meetings; stay abreast of new trends, pronouncements, and laws that govern municipal and general financial management and reporting, purchasing and contracts, treasury management, debt administration, payroll and business licensing and compliance.
Represents the Accounting and Finance Department to other City departments, elected officials and outside agencies; coordinate department activities with those of other departments and outside agencies and organizations. Provide staff support to assigned boards and commissions.
Coordinates and direct customer service enhancements, facilitate implementation and support of financial reporting advancements and business decision making tools, and provide direct assistance and support to the Chief Financial Officer on special assignments, departmental initiatives and City-wide programs.
Responds to and resolves difficult and sensitive citizen inquiries and complaints.
Processes and approves documentation pertaining to department payroll and personnel.
Approves requests for public records.
Responsibilities for the Revenue and Financial Services Division:
Oversees and manages the Revenue and Financial Services Division, processing employee concerns and problems, directing work, counseling, disciplining and completing employee performance appraisals.
Ensures all city revenue laws, ordinances, policies, and procedures are in compliance with applicable state/federal codes and regulations; initiates any actions necessary to correct deviations or violations; conceives, researches, analyzes and composes revenue ordinances and resolutions; researches laws, ordinances rulings court decisions and cases on appeal; interprets revenue codes, ordinances, regulations and policies; determines if codes/ordinances can be applied to business in question or used as basis of support for a particular audit decision.
Consults with city council, mayor, office of the city attorney, internal auditors, department heads, municipal taxing authorities, and other officials to review/resolve problems, develop long-term plans, receive advise/direction and provide recommendations and technical expertise; prepares revenue related reports as requested by city council or mayor; proposes changes, modifications, and improvements to the revenue code to the city council, mayor, city attorneys, and business representatives; advises and presents recommendations to city officials as to potential new sources of revenue.
Prepares general fund revenue budget and the expense budget for the Accounting and Finance Department; monitors and controls expenditures within budgeted limits; monitors revenue collection percentages and informs the Chief Financial Officer, Budget Manager and governing body of any fluctuation in collected revenues.
Reviews audit work paper files, discusses audit findings with auditors, concurs or amends auditors' findings, and approves issuance of preliminary assessments against taxpayers.
Researches applicable facts and formulates decisions regarding taxpayer requests for waiver of penalty and/or interest assessments.
Acts as hearing officer for audit appeals; reviews audit work papers and supporting documentation; substantiates audit findings; ascertains facts presented by taxpayer in support of appeal; decides for or against taxpayer's claim at conclusion of hearing based on evidence presented at hearing; approves and authorizes issuance of final assessments against taxpayer at conclusion of appeal process or if preliminary assessment was not contested by taxpayer.
Represents the city in civil litigation regarding revenue issues; participates in all phases of litigation from trial preparation to giving sworn testimony.
Negotiates settlements with delinquent taxpayers regarding amounts due the City; creates promissory notes and determines payment terms.
Receives various forms, reports, correspondence, collection reports, delinquent reports, requests for waiver of interest/penalty, audit work papers/reports, requests for audit assessment appeal, budget reports, statistical data, license notices, affidavits, tax forms, legislative updates, codes, regulations, periodicals, zoning maps, manuals, reference materials, or other documentation; reviews, completes, processes, forwards or retains as appropriate.
Prepares or completes various forms, reports, correspondence, budget requests, revenue forecasts/comparisons, collection reports, agency allocation breakdowns, or other documents.
Develops and maintains cooperative and courteous relationships with officials, other departments, representatives from businesses, and the public to maintain good will toward the city and to project/promote a positive department image; consults with citizens to explain revenue ordinances, hear complaints, and investigate potential ordinance violations.
Communicates with employees, other departments, city officials, taxpayers, business owners, accountants, attorneys, taxing authorities, local/state/federal agencies, the public, civic organizations, and other individuals as needed to coordinate work activities, review status of work, exchange information, resolve problems, or give/receive advice/direction.
Attends meetings, makes speeches or presentations and serves on various committees as needed; serves as active member of various governmental and professional boards/committees; makes presentations and conducts lectures on revenue issues to various professional and municipal organizations.
Oversees and maintains confidentiality of all financial and other restricted information relating to taxpayer accounts.
Maintains a comprehensive, current knowledge of applicable laws/regulations and city/state revenue and tax codes; monitors status of pending litigation, proposed legislation, and changes in legislation; maintains an awareness of new trends and advances in the profession; reads professional literature; maintains professional affiliations; attends seminars, workshops, and training sessions as appropriate.
Responsibilities for the Accounting and Financial Reporting and Financial Planning Divisions:
Supervises, directs and evaluates the work of the Director of Accounting and Financial Reporting and the Director of Financial Planning, processing employee concerns and problems, directing work, counseling, disciplining and completing employee performance appraisals.
Functions as the back-up for the Director of Accounting and Financial Reporting as needed: performs all roles and assignments required of this position; maintains knowledge of procedures, policies and the use of related computer software/database sufficient to perform any role required; rotates into the role with frequency to sufficiently perform all duties without significant assistance.
Functions as the back-up for the Director of Financial Planning as needed: performs all roles and assignments required of this position; maintains knowledge of procedures, policies and the use of related computer software/database sufficient to perform any role required; rotates into the role with frequency to sufficiently perform all duties without significant assistance.
Responsibilities for All Areas Assigned:
Fosters innovation by engaging new approaches, methods, and/or technologies; creates a work environment that encourages creative thinking and original ideas; and is receptive to new ideas.
Must accomplish the essential functions of the job, with or without reasonable accommodations, in a timely manner.
Incorporates continuous quality improvement principles in day-to-day activities.
Incorporates the core beliefs of the city within the Accounting and Financial Reporting Division of the Accounting and Finance Department in order to achieve the city's standard of excellence to be the most innovative and effectively-managed city in the United States of America.
Recommends policies and procedures that guide and support the provision of quality services by the Department.
Must meet regular attendance requirements.
Must be able to maintain good interpersonal relationships with staff, co-workers and managers.
Operates a motor vehicle to conduct work activities.
Performs other related duties as required.
Bachelor's degree in Accounting, Finance or related field and five years of professional accounting experience; OR a Master's degree in Accounting, Finance or related field and four years of professional accounting experience. Certification as a Certified Public Accountant required. Must possess and maintain a valid driver's license. Preference given to candidates with governmental accounting and/or utility or enterprise accounting experience.
Minimum Requirements to Perform Essential Job Functions
The following requirements are normal for this classification. Specific requirements may not apply to all positions within this classification, but are determined by the normal requirements for the particular position.
PHYSICAL REQUIREMENTS: Must be able to operate a variety of automated office equipment including computers, printers, calculators, facsimile machines, and telephones. Physical demand requirements are at levels of those for sedentary work.
DATA COMPREHENSION: Requires the ability to compare and/or judge the readily observable functional, structural, or compositional characteristics (whether similar to or divergent from obvious standards) of data, people, or things which may include spreadsheets, flow charts, graphs, and complex financial data.
INTERPERSONAL COMMUNICATION: Requires the ability to speak with and/or signal people to convey or exchange financial and administrative information, including giving/receiving assignments and/or directions to/from co-workers, assistants, managers, or supervisors as well as communicating with city officials and the general public.
LANGUAGE ABILITY: Requires ability to read a variety of financial and accounting documentation, directions, instructions, and methods and procedures. Requires the ability to write job related documentation and reports with proper format, punctuation, spelling and grammar, using all parts of speech. Requires the ability to speak with and before others with poise, voice control, and confidence using correct English and well-modulated voice.
INTELLIGENCE: Requires the ability to learn and understand complex accounting principles and techniques, to understand departmental policies and procedures, to make independent judgments in absence of supervision, and to acquire and be able to expound on knowledge of topics related to primary occupation.
VERBAL APTITUDE: Requires the ability to record and deliver information, to explain procedures, and to follow verbal and written instructions.
NUMERICAL APTITUDE: Requires the ability to add and subtract; multiply and divide; calculate decimals and percentages; interpret graphs; compute discounts, interest, profit and loss, ratio and proportion; perform calculations involving variables, formulas, square routs, and polynomials; perform statistical calculations which include frequency distributions, reliability and validity of tests, correlation techniques, factor analysis, and econometrics.
FORM/SPATIAL APTITUDE: Requires the ability to visually inspect items for proper length, width, and shape using job related equipment which may include automated office equipment.
MOTOR COORDINATION: Requires the ability to coordinate hands and eyes in using automated office equipment.
MANUAL DEXTERITY: May require the ability to handle a variety of items, computers, printers, calculators, facsimile machines, and telephones, control knobs, switches, etc. May require the ability to use one hand for twisting motion or turning motion while coordinating other hand with different activities. Must have minimal levels of eye/hand/foot coordination.
COLOR DIFFERENTIATION: May require the ability to discern color.
INTERPERSONAL TEMPERAMENT: Requires the ability to deal with and relate to people beyond giving and receiving instructions. Must be able to adapt to and perform under minimal stress when confronted with an emergency.
PHYSICAL COMMUNICATION: Requires the ability to talk, express, or exchange ideas by means of spoken words and/or hear and perceive nature of sounds by ear.