JOB
A professional position responsible for managing key finance operations, assisting the Director in providing financial advice to the City Manager and Council; overseeing the preparation of the annual comprehensive financial report and the development of the City’s budget through the finance managers; overseeing customer service/billing, procurement, grants, and internal audit programs; and, providing financial oversight for daily finance operations.
EXAMPLE OF DUTIES
Essential Duties and Responsibilities: include the following. Other duties may be assigned as dictated by operational necessity.Oversees the preparation of the annual comprehensive financial report (ACFR) with help from the Finance Manager of Accounting. May include review of accounts, preparing year end journal entries, GASB accounting standards, working closely with auditors and directing staff or department/divisions in pulling together required documentation and compiling the document. Completes the State’s filing of the Annual Financial Report (AFR).Oversees the preparation of the annual City budget document by the Finance Manager of Budgets and Grants. May include but not limited to review of department budget submittals, revenue projections, trend analysis, communications with departments’ staff, meetings with the City Manager and City Council, preparation of transmittal letters, proposed budget and millage advertisements, TRIM compliance, presentations at public meetings, and publication and distribution of the adopted budget.Oversees and approves budget amendments, cash receipts, and journal entries.Provides information; responds to inquiries and questions from the public, the news media, elected officials, senior management, other government entities, and other employees as needed or directed by Finance Director. Oversees daily operations of the finance department including accounts receivables, accounts payables, banking and investments, financing, payroll, internal controls and fixed assets.Oversee other annual reporting such as pensions, transportation report, W-2’s, 1099’s, etc.Works with grants management team to ensure that key processes and systems are in place to manage grant risk assessments, financial compliance, and reporting management processes. Assist with Single Audit reporting.Communicates clear direction, manages for results and leads organizational change. Monitors purchases to ensure compliance with the budget. May Prepare or oversee financial analyses in support of management initiatives and union negotiations.Supervises, trains, and develops staff. Assist Finance Director in establishing and updating documented policies and procedures. Seeks new ways to improve efficiency and increase fiscal strength to the city. Makes recommendations for business practices to enhance revenues or reduce expenditures. Assists Finance Director in meeting the City and departmental goals.Serves as Finance Director in the absence of the Finance Director, as needed.
SUPPLEMENTAL INFORMATION
Essential Physical Abilities: Code: Constant = 2/3 or more of the timeFrequent = from 1/3 to 2/3 of the timeOccasional = up to 1/3 of the timeN/A = Not applicablePhysical SkillsConstantFrequentOccasionalN/AHeavy lifting (45 lbs.. and over) XModerate lifting (15 to 44 lbs.)XLight lifting (under 15 lbs.) XHeavy carrying (45 lbs. and over)XModerate carrying (14 to 44 lbs.)XLight carrying (under 15 lbs.)XReaching above shoulderXUse of fingersXBoth hands requiredXClimbing (use of legs and arms)XClimbing (legs only)XGood near visionXGood distant visionXBoth eyes requiredXDepth perceptionXDistinguishing basic colorsXDistinguishing shades of colorsXGood hearing (with or without hearing aid)XStraight pullingXPulling hand over handXPushingXWalkingXStandingXCrawlingXKneelingXBendingXBalancingXStoopingXJumpingXRunningXThrowingXDriving (cars, small vans, pick-ups, etc.)XDriving & operating (heavy equip., trucks, etc.)XEnvironmental Conditions: Code: Constant = 2/3 or more of the timeFrequent = from 1/3 to 2/3 of the timeOccasional = up to 1/3 of the timeN/A = Not applicableEnvironmentConstantFrequentOccasionalN/AWork InsideXWork OutsideXIn the HeatXIn the ColdXIn High HumidityXIn Dampness or ChillinessXIn Dry ConditionsXIn or with Noisy ConditionsXIn DarknessXIn or with Dusty ConditionsXWith Silica, Asbestos, etc.XWith Fumes or GasesXWith Smoke or FlamesXWith ChemicalsXWith SolventsXWith Grease or OilsXWith Radiant EnergyXWith Electrical EnergyXOn Slippery SurfacesXOn Uneven SurfacesXIn or With Moving ObjectsXIn or With Ladders/ScaffoldingXAt Heights above Ground LevelXBelow Ground LevelXIn WaterXWith ExplosivesXWith Poor VentilationXWith OdorsXWith Unusual Fatigue FactorsXDisclaimers: All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Individuals who cannot perform some of the requirements because they pose health or safety risks to themselves or other employees may be excluded from this position. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by this supervisor. Requirements are representative of minimum levels of knowledge, skills and/or abilities or aptitudes to perform each duty proficiently. It is the policy of the City of Punta Gorda to recognize and fulfill its commitment to the community in the area of Equal Employment Opportunity. The City will not knowingly permit discrimination in hiring, promotion, or other conditions of employment with regard to race, color, religion, sex, age, or national origin.This document does not create an employment contract, implied or otherwise.EMERGENCY RESPONSE STATEMENT: Every City employee has emergency response responsibilities, though not every position will require routine assignments during an emergency event. All employees may be subject to recall around the clock for emergency response operations, which may require irregular work hours, work at locations other than the normal work location, and may include duties other than those specified in the employee's official job description. Assignments in support of emergency operations may be extensive in nature, with little advance notice, and may require employees to relocate to emergency sites with physically and operationally challenging conditions.Disclaimer: The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, environmental conditions, or qualifications required of employees assigned to this job.Certain Service Members and Veterans, and the spouses and family members of such Service Members and Veterans, receive preference and priority, and that certain Service Members may be eligible to receive waivers for postsecondary educational requirements, and are encouraged to apply for the positions being filled.
