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| Director of Finance (087) |
| (Unclassified) |
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| Education and Experience |
- Graduation from an accredited college or university with a Bachelor's Degree in Accounting or Finance or an approved equivalent major; and
- Eight (8) years managerial experience in budget administration and fiscal operations, at least five (5) of which must be within a municipality or governmental agency or the equivalent.
- Graduation with a Master’s in Business Administration or Public Adminmistration and/or a current Certified Public Accountancy (CPA) certificate is highly desirable.
- Additional qualifying education may be substituted for the required experience on a year-for-year basis to a maximum of (2) two years.
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| License |
| Possession of a valid California driver's license is required. |
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| Distinguishing Characteristics |
| This is a professional managerial position in the Unclassified Service responsible for managing the Department of Finance and the administration of the financial affairs of the City, including the financial affairs of the City owned public utilities. An incumbent in this classification exercises independent judgment and discretion in managing, controlling, and directing employees and in formulating administrative policies for the effective use of assigned personnel in the City's fiscal operation. The position requires a demonstrated ability to work well with management, professional and administrative support employees in the Department; with customers, professionals, managers, the City’s executive management team and all City Departments and elected officials from the City and other agencies; and with officials from joint powers agencies in which the City is a participant. The incumbent is required to represent the City's interest on various issues before fiscal agencies, including bond rating, and associations at Regional, State and/or Federal levels of government.
As a member of the City’s Unclassified Service this is an “at-will” position and the incumbent serves at the discretion of the City Manager. An incumbent in this classification: demonstrates strong ethical, professional, and service-oriented leadership and interpersonal skills, sets a good example; and correctly applies the tenets of the City’s Code of Ethics and Values. |
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| Typical Duties |
Under general direction:
Planning, developing and directing a comprehensive financial program for the City of Santa Clara which includes: |
- Advising the City Manager and Department Heads on City financial affairs;
- Coordinating departmental fiscal operations and controls;
- Developing and administering policies regarding investment of City funds and investing funds accordingly;
- Serving as Treasurer of the Redevelopment Agency and as Director of Finance of the Sports and Open Space Authority;
- Advising City Manager and Staff on fiscal matters concerning City related not for profit corporations and joint powers agencies;
- Serving as ex officio member of the City Council Audit committee; and
- Interfacing with the public in matters involving difficult and controversial questions related to City financial affairs;
- Managing and directing the activities of the Administrative, Financial, Accounting, and Municipal Services Divisions;
- Compiling the annual budget and capital expense estimates;
- Maintaining an accounts payable system for the disbursement of all monies in accordance with the City budget;
- Maintaining a general accounting system and control for all the offices, departments and agencies of the City;
- Submitting for the City Council a monthly statement of all receipts and disbursements in sufficient detail to show the City's exact financial position;
- Overseeing the preparation for publication of all required governmental reports, regarding the financial condition of the City;
- Managing the preparation and recordation of the payroll checks for payment;
- Overseeing the management of meter reading billing and collection functions for the City’s utilities;
- Managing the collection of all taxes, special assessments, utility charges, license fees and other revenues collectible by the City;
- Managing the receiving, depositing and having custody of all revenue received by the City in compliance with laws and governing regulations;
- Administering City owned land and ground leases;
- Managing personnel in the performance of their duties; and
- Performs other duties as required.
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| Knowledge, Skills, and
Abilities |
| Thorough knowledge of: |
- Effective leadership and management principles and practices;
- Municipal revenue and accounting practices, principles and procedures;
- Principles of budget preparation, administration and control;
- Principles and practices of debt issuance and maintenance;
- Municipal investment strategies and practices;
- Accounting systems including inventory and record keeping methods and procedures;
- Current State and Federal revenue taxation codes and regulations; and
- Principles and practices of communication, contracting, human resources, information technology, public relations, project management, outreach, performance standards, telecommunications, records management, resources to achieve outcomes and expectations.
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| Ability to: |
- Provide the leadership and management of the department through coaching, enabling and facilitating employees working in a team environment;
- Create a culture that is conducive to change and that is one that is able to select, recruit, retain, develop and motivate a skilled and talented workforce where everyone knows their mission, role, and job; and goals and objectives are clear in order to create an organization that delivers excellent customer service through ethical leadership standards, establishes an atmosphere of respect for employees consistent with the City’s Code of Ethics and Values;
- Read, analyze and interpret laws, rules and regulations for application to specific municipal accounting situations;
- Understand, analyze, and interpret economic indicators and forcasts from a variety of sources;
- Understand, explain and manage financial records and procedures, and comprehensive and accurate financial reports;
- Establish and maintain effective working relations with City officials, employees and the general public;
- Evaluate Federal and state regulations and assess fiscal and budgetary impacts on the City;
- Understand the roles and relationships of the various components of Federal and State policymaking and implementation processes in order to formulate effective strategies and alliances to represent the interests of the City;
- Exercise good judgment in structuring and organizing work and setting priorities, balancing the interests of clients and readily readjusting priorities to respond to customers; and
- Communicate effectively, orally, and in writing regarding the fiscal operations and financial status of the City.
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| Supervision Received |
| Works under the administrative direction of the City Manager. |
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| Supervision Exercised |
| Supervises the Managers of Financial Services, Accounting Services, and Municipal Services Divisions and other professional, technical and administrative support staff in the Finance Department. |
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| Other Requirements |
| Must be able to perform all of the duties of the essential functions of the job. |
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| Conflict of Interest |
| Incumbents in this position are required to file a Conflict of Interest statement upon assuming office, annually, and upon leaving office, in accordance with City Manager Directive 100. |
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| Approved, August 2004 |
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