CITY OF BREMERTON JOB DESCRIPTION
POSITION TITLE: DEPARTMENT: SALARY: DATE:
Director of Financial Services Financial Services Range 19: $6,276 - $7,746 June, 2004
GENERAL FUNCTION Plans, directs and supervises the activities of the following Financial Services’ Divisions: Finance, City Clerk, Information Services, Bremerton Kitsap Access Television (BKAT). This position plans, organizes, directs, and evaluates the City’s overall administrative support services, financial operations, and fiscal planning functions. REPRESENTATIVE ESSENTIAL DUTIES AND RESPONSIBILITIES • • Provide guidance, direction and management support to the Financial Services Divisions. Ensure accountability for completion of departmental goals, objectives and work functions. Develop goals and objectives, assist staff in achieving programs and objectives, and monitor outcomes. Provide advice and information to other departments, Mayor and City Council in support of the Department of Financial Services requirements and city goals and objectives. Develop new systems and procedures to improve efficiency. Manage budgets, hiring, termination, performance evaluations and employee counseling. Justify funding and program requirements to Mayor and City Council. Review and prepare proposed legislation, testify before legislative committees and meet with legislators. Coordinate internally with Mayor, City Council and staff and externally with other governments, local Chamber of Commerce, business, AWC and city consultants. Participate in a variety of special projects as directed by the Mayor such as economic development strategies, new facilities, and purchase and sale of land. Compile and coordinate research for surveys and prepare reports. Advise, develop and implement policy, procedure, ordinances and resolutions. Review and sign off on agenda items for City Council. Seek funding opportunities through grants and legislation. Respond to inquiries and complaints from officials, staff, outside agencies and the public. Design, negotiate and administer contracts, franchises and agreements Participate on statutory committees and with other civic, community and professional organizations. Represent city at public functions and meetings, and maintain awareness of changes and opportunities for local government through professional organizations. Provides financial operations, planning and consulting services to the Mayor, City Council and City departments on specific municipal finance issues, budget preparation, and consequences of fiscal alternatives and options.
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Prepares City-wide written finance-related policies and procedures (sometimes through ordinances and resolutions) that help safeguard the City’s assets and ensure compliance with State regulations. Coordinate the state and federal legislative action program for the city. Negotiate large contract and franchise agreements. Assists the Mayor in overseeing and coordinating the City’s cyclical major financial planning functions, including its annual and multiple-year budget and City-wide capital improvement program (CIP), and coordinating the production of related official City publications. Monitors financial trends and budgeted revenues and expenditures of the City to ensure that fiscal responsibility and control is maintained and to assure the fiscal well being of the City. Plans, coordinates and manages the City’s interim and long-term debt finance issues in accordance with the City’s debt management policies, including retention of qualified bond counsel and underwriter(s). Reports the results of City financial operations to both City management and the City Council through monthly and quarterly reporting. Provides financial analyses, reports and information to the Mayor, City departments and City Council to optimize effective and responsible decision-making. Interfaces with the State Auditor during the annual audit of the City, coordinating the City’s compliance efforts, and responding both orally and in writing to recommendations, concerns and findings. Develops the annual revenue estimates for use in developing the annual or biennial budgets. Prepares, monitors and is responsible for the budgets of the Financial Services Department, Miscellaneous Non-Departmental, all debt service funds, City capital improvement programs, and other Mayor-assigned operating funds and departments. Directs and oversees the preparation of various State, federal and other agency reports and ensures that payments made are in compliance to State and federal statutes and regulations. Provide professional City-related financial advice to the Mayor, City Council and Department Directors, making verbal and written presentations as may be needed or requested; provides financial analyses and interpretations of consultant, legislative, and other related mandates and proposals impacting the City’s financial position.
KNOWLEDGE, SKILLS AND ABILITIES: Knowledge of: • City ordinances, policy, charter and state law relating to municipal government • Generally accepted accounting and auditing principles, theory and practices, as well as financial analysis and research techniques • City computer software application systems and information systems technology and applications • Modern principles and practices of management and supervision, and public sector personnel laws, regulations and policies • Advanced level of contract development and negotiations • Proficiency with PC and various application software 2
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Mastery of budgetary principles, practices, operations and procedures State BARS and general State law as it relates to municipal finance in Washington State General business and financial management practices needed to operate effectively in the City’s general business environment
Ability to: • Communicate effectively and maintain quality-working relationships with other City employees and the public during the course of work. Tact, patience and courtesy are needed, as well as the ability to effectively communicate technical concepts to lay people • Allocate resources effectively • Effectively plan, develop and maintain complex detailed administrative projects and programs • Create a work environment that fosters teamwork and collaboration • Conduct effective public presentations geared to a wide variety of audiences • Negotiate complex agreements that adhere to the goals, strategic plans and policies of the City • Interpret and understand complex information and legal documents and conceptualize, organize, and direct complex and interrelated financial functions and planning programs to promote, accuracy and compliance with laws and financial management standards, and to produce information which will assist the Mayor achieve the City’s objectives and overall mission • Skill in preparing and directing the preparation of policies, procedures, ordinances, resolutions, comprehensive budgets, analyses, reports and recommendations • Understand the City’s political environment and have sensitivity to that environment, and have the ability to function effectively within that environment • Identify the department’s future direction in response to changing City needs, and to develop, implement, and monitor appropriate plans, goals and objectives, schedules and action steps • Plan and organize and to meet rigid schedules and demanding time-lines • Establish and execute complex oral and written instructions and to apply available guidelines to various situations • Provide leadership, counsel, motivation, and constructive performance reviews to department personnel at all levels, securing their respective commitments to the goals of the department and the City. • Quickly grasp technical financial principles and procedures, and to carry on more than one function at a time in an environment subject to many distractions QUALIFYING EDUCATION AND EXPERIENCE (Minimum Requirements) Four year degree in business or public administration or closely related field and seven years increasingly responsible work experience in a supervisory or administrative capacity. MBA or MPA highly desirable. PHYSICAL REQUIREMENTS Work requires frequent sitting and standing, the ability to operate office machines including telephone, fax, computer terminal and copy machine, and occasional lifting over 30 pounds. 3
Regular presentations require public speaking ability and the use of audio visual equipment. Must be able to understand and give complex written and oral instruction. Frequent automobile and occasional air travel are required. WORKING CONDITIONS Work is primarily performed in an office environment. Frequent evening and occasional weekend meetings are required. Frequent local travel and occasional in state and out of state travel required. LEGAL AND REGULATORY EMPLOYMENT CONDITIONS • Fair Labor Standards Act: The classification is exempt under the laws of fair Labor Standards Act minimum wage and overtime provisions. • Representation: Non-represented • Civil Service: The classification is excluded in the City’s Civil Service System. • Appointment and Removal Authority: Appointed by Mayor and confirmed by the City Council. Removed by Mayor. This classification specification does not constitute an employment agreement between the City and employee. It is subject to change by the City as the needs of the City and requirements change.
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