Loading...
HomeMy WebLinkAbout2016-02-16-J01F Finance Director Revised Job Description AGENDA ITEM: CITY OF WAUKEE, IOWA CITY COUNCIL MEETING COMMUNICATION MEETING DATE: February 16, 2016 AGENDA ITEM: Consideration of approval of a resolution approving revised job description [Finance Director] FORMAT: Consent Agenda SYNOPSIS INCLUDING PRO & CON: The Finance Director job description has been updated to include the new position of Senior Accountant as a direct report. FISCAL IMPACT INCLUDING COST/BENEFIT ANALYSIS: COMMISSION/BOARD/COMMITTEE COMMENT: STAFF REVIEW AND COMMENT: The City Administrator and Human Resource Director recommend the approval of the job description revision. RECOMMENDATION: Approve the resolution. ATTACHMENTS: I. Proposed Resolution II. Job Description – Finance Director PREPARED BY: Patricia Brown Holden REVIEWED BY: THE CITY OF WAUKEE, IOWA RESOLUTION 16- APPROVING REVISED JOB DESCRIPTION [FINANCE DIRECTOR] 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 job description for the position of Finance Director has been revised to update the supervisory duties of that position; AND, WHEREAS, the City Administrator and Human Resource Director recommend approval of the revised job description. NOW THEREFORE BE IT RESOLVED by the City Council of the City of Waukee, Iowa on this 16th day of February, 2016, that it hereby approves the revised job description for the Finance Director position. ____________________________ William F. Peard, Mayor Attest: ___________________________________ Rebecca D. Schuett, City Clerk ROLL CALL VOTE AYE NAY ABSENT ABSTAIN Shane Blanchard Brian Harrison Shelly Hughes Larry R. Lyon Rick Peterson   Finance Director Page 1 Council Approved: 09/21/2015 CA Revision Approval : ___________________ City of Waukee JOB DESCRIPTION Job Title: Finance Director Reports to: City Administrator Dept/Div: Finance Direct Reports: Utility Account Specialists, Senior Union Status: Non Represented Accountant, Accounting Clerk, Payroll Pay Grade: 2 Clerk FLSA Status: Exempt – Executive JOB PURPOSE: The Finance Director holds full responsibility to maintain the integrity of all financial and accounting systems in accordance with state and local standards, laws and generally accepted accounting principles assuring that all financial transactions are recorded, accounted for and acted upon in a complete and timely manner. ESSENTIAL FUNCTIONS: (Order of Essential Functions does not indicate importance of functions.) 1. Leads and directs the Finance Department staff through selection, orientation, training, performance management and discipline according to standard operating procedures and City policy. 2. Develops a proposed budget per elected officials’ policy direction for consideration and, following approvals, supervises preparation of the official document, and implements the budget. 3. Coordinates the issuance of bond sales, utilizing the financial management firm to ensure compliance with debt policies, bond covenants, and federal restrictions. 4. Develops and executes a strategy for the use of Tax Increment Financing (TIF), including management of TIF debt, payment of financial incentives, and state reporting requirements. 5. Manages the City’s treasury, including cash flow analysis, banking operations, investment of funds and merchant card services.  6. Supervises fixed asset accounting and City equipment inventories and develops an overall plan for the financing and replacement of equipment and facilities. 7. Oversees preparation of required state and federal reports and generates reports and analyses for developing and implementing policies that assist elected officials and staff in decision-making. 8. Coordinates the annual financial audit and audits of compliance issues for federal, state and local laws and regulations. 9. Oversees the reconciliation of bank statements with City’s accounts and certifies the balance of cash and investments of each fund. Generates various monthly reports, including financial statements and Treasurer’s report. 10. Manages outside information technology contracts and coordinates the hardware and support software needs of the organization. 11. Performs other duties or assumes other responsibilities as apparent or assigned. SUCCESS FACTORS: 1. 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. 2. 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. 3. Train, motivate and monitor the effective work of staff. 4. Safeguard confidential information and use it or disclose it only as expressly authorized or specifically required in the course of performing specific job duties. 5. Contribute to overall City effectiveness by providing critical staff support to task forces and by participating, as necessary, in assisting all other teams.   Finance Director Page 2 Council Approved: 09/21/2015 CA Revision Approval : ___________________ 6. 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 related discipline required. Master’s preferred. 2. Five (5) years of work experience in financial management. Public sector experience preferred. 3. A minimum of five (5) years supervisory experience.  4. Excellent knowledge of current municipal, state and federal codes, laws and ordinances as related to finance and generally accepted accounting principles. 5. Ability to read, analyze and clearly interpret professional publications, technical manuals and complex regulations and to communicate these in understandable terms. 6. Access to transportation with insurance at required state levels to conduct business throughout the assigned area. PHYSICAL REQUIREMENTS: 1. Able to effectively present information and respond to questions from groups of directors, staff, colleagues, elected officials and the general public. 2. Able to prepare and present accurate and reliable reports containing findings and recommendations. 3. Able to function productively in a standard office environment accessing cabinets, shelving, work areas and office equipment. 4. Able to sit for long periods of time and to maintain focus on project such as computer screen. 5. Able to effectively communicate orally (in person and over the telephone) and in writing (using electronic devices and handwritten) in English with other employees and the community. 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 would be Monday – Friday 8:00 AM – 5:00 PM and position will often include meetings, presentations and events during weekends and evenings. 4. To successfully fulfill the essential functions of this position, employee must maintain standard work hours within Waukee City Hall. 5. 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.