HomeMy WebLinkAbout4.D.1. Amended Job desciption for Finance Director Consent Business 4. D. 1.
SHr1 KOI'E E
TO: Mayor and City Council
FROM: Kris Wilson, Assistant City Administrator
DATE: 08/18/2015
SUBJECT: Amended Job Description for Finance Director (F)
Action Sought
The Council is asked to approve the attached position description for the position of
Finance Director and authorize placement of the position in Grade 12 of the City's
Non-Union Pay Plan.
Background
As discussed at the Council's August 5 meeting, it is being recommended that the
City return to having the Finance Director and City Clerk as two distinct positions
rather than a combined position, as it has been since April of 2012. The attached
position description reflects the duties and qualifications of a stand-alone Finance
Director position. The position is recommended for placement in Grade 12 of the
City's Non-Union Pay Plan based on market comparisons and the advice of
executive search firm Waters & Company.
Requested Action
The Council is asked to approve the attached position description for the position of
Finance Director and authorize placement of the position in Grade 12 of the City's
Non-Union Pay Plan.
Attachments: Amended Position Description for Finance Director
City of Shakopee
POSITION DESCRIPTION
ITITLE: Finance Director/City Clerk
DEPARTMENT: Finance
REPORTS TO: City Administrator
STATUS: Full-Time,Exempt
PAY GRADE: -14 12
APPROVED:
SUMMARY
Responsible for the effective and efficient management of the City's financial assets and activities in
accordance with state law and industry standards. Carries out the statutory functions of the position of
Responsible for
overseeing all aspects of the Department's operation, including the establishment of an effective
organizational structure and management of personnel,equipment,and budgetary resources.
ESSENTIAL DUTIES AND RESPONSIBILITES
In conjunction with the City Administrator and City Council, establishes policies,goals and objectives,
designed to achieve the City's short-term and long-term financial goals and objectives. Monitors and
reports on progress in achieving goals.
Plans and coordinates preparation of the City's annual operating budget and long-term capital
improvement plan. Provides analysis of budget alternatives for the most effective and efficient utilization
of resources available to the City.
Develops,recommends, implements and monitors plans,objectives and procedures for conduct of the
City's financial operations to meet all accounting and reporting requirements. Supervises the processing
of accounts payable and accounts receivable,reconciles bank and investment accounts. Ensures proper
recording and reporting of financial items to ensure timely,accurate and complete information on City
financial position.
Calculates and determines property tax levies and estimated impacts; submits required levy information to
the county and state.
Maintains and updates the City's debt service position for use in budget preparation,the setting and/or
cancelling of levies,and determinations regarding debt refinancing and refunding.
Monitors and controls cash flow and investments for the City in accordance with established guidelines to
achieve optimum utilization of cash,reduce idle funds and increase return on investment.
Develops and implements procedures to ensure strong internal controls for cash,receivables,payables
and other accounting transactions, in order to reduce the risk of theft and/or fraud.
Develops financial projections and recommends rates for sanitary sewer,storm drainage and internal
service funds.
I
Serves as the primary liaison for the City's annual, external audit;providing information,documentation
and coordination as requested by the auditor.
Consults with financial advisors and government agencies to determine and recommend financing
methods for operations and projects.
Works closely with fiscal consultants on the preparation and administration of new bond issues for City
indebtedness, as well as incentive programs, such as tax increment financing and tax abatement projects.
Coordinates and oversees the City's purchasing and expense policies and practices.
Coordinates the City's property, liability and worker's compensation insurance coverage.
Serves as a representative to the Shakopee Fire Relief Association Board.
Serves as Clerk to the City Council and Secretary to the Economic Development Authority (EDA);
ensures the recording of all meetings and official proceedings; and supervises the preparation of minutes
and other official documents.
Oversees development and implementation of a comprehensive records management system so that City
records are effectively and efficiently maintained in compliance with state law.
Oversees the administration of elections and the municipal licensing process.
Directs and manages official notification requirements for the City, ensuring that all notices, ordinances,
federal, state and/or local laws,policies and procedures.
recordable and meet the intentions of the City Council.
Provides direct supervision to all Finance Department employees 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.
Develops and recommends annual departmental operating budget. Monitors and controls expenditures
within approved limits and according to City policies and procedures.
Participates in external meetings, seminars and training designed to keep informed of recent trends in the
field, industry best practices,new technologies and potential improvements.
Represents the department at a variety of regularly scheduled and special City meetings and workshops.
Establishes and maintains effective working relationships with other City departments and staff;works
collaboratively as part of the City's management team to ensure the most effective and efficient delivery
of municipal services as a whole.
Oversees administrative functions of the Department, including but not limited to the creation and
maintenance of all necessary and appropriate records, in accordance with the City's records retention
schedule; the dissemination of information to the public in accordance with applicable laws; and the
timely preparation of all necessary reports,correspondence and memos.
Keeps City Administrator advised of developments within the Finance Department.
Performs other related duties as apparent or assigned by the City Administrator.
KNOWLEDGE, SKILLS AND ABILITIES REQUIRED
• Thorough knowledge of principles and procedures of public sector financial record keeping and
reporting.
• Thorough knowledge of current municipal accounting practices and procedures.
• Thorough knowledge of relevant local,state and federal laws.
• Ability to maintain a high level of integrity and ethical performance at all times.
• Ability to establish and maintain positive,professional working relationships internally with co-
workers,subordinates and supervisors and externally with representatives of a wide variety of local,
state and federal agencies and organizations,as well as private entities.
• Ability to work with the public in a friendly,tactful manner.
• Ability to communicate ideas and explanations clearly in English,both orally and in writing.
• Ability to effectively organize and present financial and budgetary information to elected officials,
City staff and members of the public.
• Ability to effectively respond to a wide variety of inquires or complaints from regulatory agencies,
elected officials,City staff and the public.
• Ability to prepare complex reports and correspondence,using proper grammar, spelling and
punctuation.
• Ability to read,analyze,and interpret a wide range of documents including City policies,financial
reports, state statutes and legal documents.
• Ability to support department recommendations within a context of objective analytical data and
justifiable cost.
• Ability to work successfully under stress,pressure and changing conditions. Ability to evaluate
situations, innovate, improvise as necessary,and adapt in a timely fashion.
• Ability to plan and develop organizational goals and objectives,take initiative,facilitate
organizational change and communicate goals and objectives to Department personnel and the
general public.
• Ability to assign, instruct,evaluate and prioritize the work of subordinates within the overall
framework of department goals and objectives.
QUALIFICATIONS
Minimum Qualifications
Bachelor's Degree in finance,accounting,business administration or closely related field,and five
years of increasingly responsible local government finance/accounting experience.
Desirable Qualifications
Master's Degree in a related field and/or completion of the Certified Public Finance Officers(CPFO)
program. Supervisory experience. Fluency in a second language, in addition to English,that has a
recognized presence in the community(Spanish,Russian,Hmong,etc.).
PHYSICAL DEMANDS AND WORKING CONDITIONS
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 employees 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.
The normal work environment is a modern,climate-controlled office building,with moderate levels of
noise generated by conversations,phones and other office equipment.