Assistant Director of Financial Services

Administers, plans, and coordinates the work plan, activities, and personnel engaged in the functional areas of accounting and utility billing and customer service. Performs complex professional activities planning, organizing, and leading financial reporting, accounts payable (AP), general ledger, revenue, payroll, treasury, fixed assets, debt management, investment, and grant administration. Work involves preparing the Comprehensive Annual Financial Repot (CAFR), directing the annual financial statement audit, and monitoring all departmental activities for compliance with local, state, and federal standards, policies, and regulations.

Position is primarily focused on managing, coaching, and developing other people. Position requires extensive depth of expertise and knowledge in specialized functions or business areas that can be used to implement policies and procedures as well as determining efficient and innovative ways to accomplish the organization’s business strategies. Reports to the Director of Financial Services or designee.

ESSENTIAL JOB FUNCTIONS:

The essential functions listed are typical examples of work performed by positions in this job classification and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Specific duties and responsibilities may vary depending on department or program needs without changing the general nature and scope of the job or level of responsibility. Staff may also perform other duties as assigned.

• Directs, provides guidance to, and reviews the work of supervisory and non-supervisory personnel to accomplish operational plans and results.
• Plans and oversees business area workflows and time utilization of staff; assigns and communicates daily activities and deadlines to staff.
• Assesses, plans, and implements best practice standards and assures compliance with all regulatory and funding agencies; compiles and submits a variety of complex data, analyses, and reports.
• Develops and implements internal controls, policies, and procedures for accounting activities, ensuring compliance to and monitoring of required local, state, and federal regulations, programs, and grants.
• Implements the city’s fiscal policies; recommends, creates, and expands a comprehensive set of financial management policies and procedures in the areas of accounting, budget, debt, economic resources, operations, investments, procurement, and customer billing services.
• Prepares and directs activities related to the preparation and submission of the Annual Comprehensive Financial Report (ACFR) and plans and oversees the annual city audit; coordinates the preparation of complete and accurate records, schedules, and analyses; administers the laws and regulations of all agencies.
• Assures accounting control over the city’s automated financial records including payroll, collections, disbursements, accounts receivable (AR), cash management, pension, debt management, capital financing, grants, and fixed assets.
• Directs the city’s treasury function; ensures reconciliation of all bank statements and investments are properly accounted for; develops and implements controls and methods for treasury activities; oversees financial services and evaluates cash flow and investment opportunities.
• Oversees investment of city funds; determines appropriate investment instruments and maintains sufficient liquidity of funds; monitors financial market to maximize investment earnings within the parameters of local and state regulations; participates in meetings with the Investment Advisory Committee.
• Directs the forecasting and programming of revenues, expenditures, capital requirements, debt service, and other financial programs; ensures all debt is properly accounted for and that all compliance requirements are met.
• Provides counsel and participates in capital financing programs for the development of financial plans, credit rating, and bond insurer presentations; selects, reviews, and consults with financial advisors, underwriters, investment bankers, bond counsel and other finance related firms.
• Directs utility billing activities and public services; ensures customers receive accurate and timely bills and quality responses to related concerns and inquiries.
• Analyzes utility revenue including short-term and long-range forecasts, rate structures, user and late fees, and fines and penalties; audits and supervises receipts, expenditures, capital acquisition and contributions, and adjustments to utility billings.
• Administers grant reporting and disbursement activities; ensures grant funds are properly accounted for, adhere to all requirements of the award, and reports to grantors are submitted complete and per funder specifications.
• Prepares agenda reports of financial analyses, research, and contract reviews and interpretations and presents information and findings to City Commission.
• Confers with and advises departmental and city personnel concerning the interpretation of ordinances, contracts, and policies; works with staff to provide training on and resolve recurring and problematic accounting issues.
• Assists in the preparation and review of Request for Proposals (RFPs) and financial data as requested.
• Serves as the Director of Financial Services in their absence and as assigned.
• Adheres to all city and public health and safety guidelines and protocols; performs job functions in a safe manner and reports all safety hazards per established policies and procedures.
• Maintains quality communication and interaction with all city personnel, representatives from external organizations, and the public to maintain good will toward the city and to project a positive city image.
• Demonstrates behaviors that support the City’s Vision and Values.
• Maintains on-call work availability as assigned, to prepare for, respond to, or recover from a hurricane, tropical weather event, or other emergency to meet the city’s obligation to remain operational before, during, and after the event; duties assigned may or may not be typical of the job and are contingent upon the needs of the city and the residents because of the event.
• Establishes and maintains effective working relationships with those interacted with during work regardless of race, color, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, age, genetic information, disability, political affiliation, military service, or diverse cultural and linguistic backgrounds.

SUPERVISORY RESPONSIBILITIES:

• Reviews and evaluates work methods and procedures and meets with management staff to identify and resolve problems.
• Assesses and monitors workload; identifies opportunities for improvement and implements changes.
• Selects, trains, motivates, and evaluates staff; provides or coordinates staff training; works with staff to correct deficiencies; implements discipline procedures per established policies, procedures, and executive guidance.
• Oversees and participates in the development and administration of the departmental budget; approves the forecast of funds needed for staffing, equipment, materials, and supplies; approves expenditures and implements budgetary adjustments as appropriate and necessary.

PAY AND BARGANING STATUS:

• This is an exempt position pursuant to the Fair Labor Standards Act based on the executive and administrative exemptions and is paid by salary, issued bi-weekly. This position is excluded from the collective bargaining agreements between the City of Tamarac and the Federation of Public Employees and between the City of Tamarac and the Local 3080, Metro-Broward Professional Fire Fighters, IAFF.

MINIMUM QUALIFICATIONS:

• Bachelor’s degree in finance, accounting, business administration, or related field required; supplemented by eight (8) years of progressively responsible and broad experience in governmental finance and reporting, including three (3) years in a supervisory role; or an equivalent combination of education, certification, training and/or experience.

REQUIRE CERTIFICATIONS AND LICENSES:

• Must possess and maintain a valid State of Florida Driver License and the ability to drive a city owned vehicle per established policies, procedures, and safety guidelines.

National Incident Management System (NIMS) training will be required (and sponsored) according to job duties and responsibilities.

PREFERRED QUALIFICATIONS:

• Master’s degree in business or public administration and four (4) years of experience in governmental financial management and reporting including two (2) years in a supervisory role; designation as a Certified Public Accountant (CPA).
• Certified Government Financial Manager (CGFM) by Association of Government Accountants (AGA) or Certified Public Finance Officer (CPFO) by Government Finance Officers Association (GFOA) or Certified Government Finance Officer (CGFO) by Florida Government Financial Officers Association (FGFOA).