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HomeMy WebLinkAbout2020-08-03-I01F Job Description_Assistant Director, FinanceAGENDA ITEM: CITY OF WAUKEE, IOWA CITY COUNCIL MEETING COMMUNICATION MEETING DATE: August 3, 2020 AGENDA ITEM:Consideration of approval of a resolution approving a job description and pay grade [Assistant Director Finance] FORMAT:Consent Agenda SYNOPSIS INCLUDING PRO & CON: Job description for an Assistant Director within the Finance Department has been created at the non-union pay grade of N5. FISCAL IMPACT INCLUDING COST/BENEFIT ANALYSIS: COMMISSION/BOARD/COMMITTEE COMMENT: STAFF REVIEW AND COMMENT: The City Administrator, Finance Director and Human Resources Director recommend the approval of the job description and pay grade. RECOMMENDATION: Approve the resolution. ATTACHMENTS: I. Proposed Resolution II. Job Description – Assistant Director Finance PREPARED BY:Michelle Lindsay REVIEWED BY: I1F THE CITY OF WAUKEE, IOWA RESOLUTION 2020- APPROVING JOB DESCRIPTION AND PAY GRADE [ASSISTANT DIRECTOR FINANCE] IN THE NAME AND BY THE AUTHORITY OF THE CITY OF WAUKEE, IOWA WHEREAS, the City of Waukee, Dallas County, State of Iowa, is a duly organized Municipal Organization; AND, WHEREAS, the Finance Director proposes the creation of a non-represented, Assistant Director Finance position; AND, WHEREAS, the addition of the position of Assistant Director Finance was approved as part of the FY21 budget process; AND, WHEREAS, the pay grade for the position shall be N5; AND, WHEREAS, the Finance Director and Human Resource Director recommend establishing the position and approving the job description and pay grade. NOW THEREFORE BE IT RESOLVED by the City Council of the City of Waukee, Iowa on this 3rd day of August, 2020, that it hereby approves the job description and pay grade for Assistant Director Finance, Finance Department. ____________________________ Courtney Clarke, Mayor Attest: ___________________________________ Rebecca D. Schuett, City Clerk RESULTS OF VOTE: AYE NAY ABSENT ABSTAIN Anna Bergman R. Charles Bottenberg Chris Crone Larry R. Lyon Ben Sinclair Assistant Director Finance Page 1 Council Approved 8/3/2020 City of Waukee JOB DESCRIPTION Job Title: Assistant Director - Finance Reports to: Finance Director Dept/Div: Finance Direct Reports: Utility Customer Service Supervisor, Union Status: Non-Represented Senior Accountant, Accounting Clerk, Pay Grade: N5 Payroll Specialist FLSA Status: Exempt – Executive JOB PURPOSE: Experienced accounting position responsible for coordinating and leading a wide range of financial accounting and reporting activities. Manages Finance Department staff and supports annual functions such as budget and audit preparation. ESSENTIAL FUNCTIONS: (Order of Essential Functions does not indicate importance of functions.) 1. Provides direct supervision to Finance Department staff in accordance with City policies and applicable laws. Responsibilities include selection, development and training of personnel; planning, assigning, and directing work; appraising performance; addressing complaints, resolving problems and taking appropriate disciplinary action when necessary. 2. Assists with coordination of annual operating budget, CIP budget and budget amendment processes while providing budget estimates, calculations and projections to various departments. 3. Assists with development and publication of budget documents in accordance with national standards established by Government Finance Officers Association’s Distinguished Budget Award Program. 4. Assists in the execution of Tax Increment Financing (TIF), including management of TIF debt, payment of financial rebate incentives, and state reporting requirements. 5. Assists with preparing the Comprehensive Annual Financial Report (CAFR), Street Finance Report, Annual State Financial Report, Annual TIF Certification Report, Annual Budget Certification, and Budget Amendment. 6. Supervises fixed asset accounting and City equipment inventories and develops an overall plan for the financing and replacement of equipment and facilities. 7. Calculates and processes monthly journal entries including sinking funds, personnel and supply reimbursements. 8. Processes new bond sale deposits and tracks semiannual bond payment processing. 9. Prepares required state and federal reports and analyses for developing and implementing policies that assist elected officials and staff in decision-making. 10. Coordinates the annual financial audit and audits of compliance issues for federal, state and local laws and regulations. 11. Performs other duties or assumes other responsibilities as apparent or assigned. SUCCESS FACTORS: 1. Ability to read, analyze and clearly interpret professional publications, technical manuals and complex regulations and to communicate these in understandable terms. 2. Thorough knowledge of current municipal, state and federal codes, laws and ordinances as related to finance and generally accepted accounting principles. 3. Extensive knowledge of Microsoft Office as well as considerable experience and ability to adapt to computerized accounting systems. 4. Able to effectively present information and respond to questions from groups of directors, staff, colleagues, elected officials and the general public in a friendly tactful manner. 5. Able to prepare and present accurate and reliable reports containing findings and recommendations. Assistant Director Finance Page 2 Council Approved 8/3/2020 6. Take action in solving problems while exhibiting judgment and a systematic approach to decision making; identify the important dimensions of a problem, determine potential causes, obtain relevant information and specify alternate solutions that result in effectiveness. 7. Actively support all efforts to increase cooperation, communication and collaboration between and among co-workers, departments, City officials, other jurisdictions, the business community and the general public. 8. Train, motivate and monitor the effective work of staff. 9. Safeguard confidential information and use it or disclose it only as expressly authorized or specifically required in the course of performing specific job duties. 10. Contribute to overall City effectiveness by providing critical staff support to task forces and by participating, as necessary, in assisting all other teams. 11. Attentive to the City’s standards for customer service, accuracy, quality, efficiency and all City policies and procedures ensuring that all work performed and all staff members meet those standards while exhibiting consistent treatment of all staff. QUALIFICATIONS: 1. Bachelor’s Degree in accounting, financial management or closely related field. 2. Three (3) years of work experience in financial management. Municipal experience preferred. 3. Two (2) years of supervisory/leadership experience with increasing responsibility in a related field. 4. Must possess a valid driver’s license and meet the requirements of the City’s motor vehicle policy. 5. Advanced accounting certificate including CPA and/or CPFO preferred. PHYSICAL REQUIREMENTS: While performing the duties of this job, the employee is regularly required to sit, stand and move about the office; use hands to finger, handle or feel objects, tools or controls; and reach with hands and arms. The employee is required to speak, hear and see in order to share information, receive instructions and complete tasks using a computer screen. The employee must occasionally lift and/or move up to 25 pounds. WORKING CONDITIONS: 1. Climate controlled office with hazards typical to that environment. 2. Position requires travel within and outside of the City, which imposes common travel hazards. 3. Standard work hours are Monday – Friday 8:00 AM – 5:00 PM and may occasionally include meetings, presentations and events during evenings and weekends. 4. There is no residency requirement for this position. I have read and understand the information contained in the Job Description. I understand that this Job Description is not intended and should not be construed as an exhaustive list of all the responsibilities, skills, efforts, or working conditions associated with this job. Also, while this list is intended to be an accurate reflection of the current job, the Employer reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed as directed by the Employer. I understand that I may be required to work overtime, different shifts or hours, outside the normally defined workday or work week. I also understand that this job description does not constitute a contract of employment nor alter my status as an at-will employee. I have the right to terminate any employment at any time and for any reason and the Employer has a similar right. Signature Date The City of Waukee is an Equal Opportunity Employer. In compliance with Americans with Disabilities Act Amendments Act, the City will provide reasonable accommodations to qualified individuals with disabilities, and encourages prospective employees and job incumbents to discuss potential accommodations with the Employer.