Apex Financial Services Supervisor

Summary

WORKING FOR THE CITY OF MCKINNEY

WORKING FOR THE CITY OF MCKINNEY

Working for the City of McKinney is more than just a job; it's a chance to make a meaningful impact in the lives of others. Proudly recognized on the Top Workplaces USA list by USA TODAY in 2024, our team is dedicated to making McKinney one of the best places to work, live, and raise a family. Join us and start making a difference today.

OUR CORE VALUES

City of McKinney employees work hard and at a very fast pace. However, we also look after and support one another. All of us are guided by four employee-inspired values - Respect, Integrity, Service, and Excellence (RISE). We are also supported by servant-based leaders who foster and support a healthy, family-oriented culture. All new employees are expected to embrace and live by our core values and commit to helping us sustain our exceptional work environment as a high performance organization.

SUMMARY OF POSITION

As a key member of the Apex Centre administration team, The Apex Financial Services Supervisor performs high level, complex data analysis, budgeting, accounting, special projects, research, and report preparation in accordance with Generally Accepted Accounting Principles, purchasing and budgetary statutes, and internal policies and procedures. This position will be required to analyze information, identify alternatives, and make sound recommendations.

Essential Functions/Knowledge, Skills, & Abilities

GENERAL EXPECTATIONS FOR ALL EMPLOYEES

In order for us to continue to achieve our primary function of making McKinney a better place to live, work, and raise a family, we hold these expectations for all employees.

• Learn and demonstrate an understanding of how team, department, and City goals are interconnected.

• Contribute to a positive work culture.

• Maintain regular and reliable attendance.

• Ability to assess his/her work performance or the work performance of the team.

• Contribute to the development of others and/or the working unit or overall organization.

• Ability and willingness to work as part of a team, to demonstrate team skills, and to perform a fair share of team responsibilities.

• Ability to continuously learn and develop through a mix of internal and external training opportunities, and if applicable, encourage subordinates to do the same.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Manages revenue collections and expenditures to achieve 100% cost recovery for facility operations.

• Develops annual cost recovery operating/capital budgets and monthly measuring programs. This includes processing financial transactions including customer accounts, journal entries, refunds, etc.

• Oversight of financial aspect of Customer Relationship Management (CRM) software Active Net, including memberships, cancellations, group rates, etc.

• Assist with preparation and administration of the Apex Centre's budget.

• Monitor budget performance and develop financial metrics both internally and externally.

• Prepare managerial reports and conduct financial and statistical analysis of information.

• Perform high level, complex analysis of budgets, revenue projections, economic indicators, multi-year financial plans and financial trends and forecasts.

• Assist division supervisors with budget requests and performance concerns.

• Review collections, inventory, budget requests, transfers and amendments for reasonableness and funding capacity.

• Produce a monthly budget condition and performance report for Apex management.

• Perform cost of service studies and fee for services analysis programs.

• Serve as the budget liaison providing guidance and assistance on budget processes.

• Responds to inquiries about financial matters for both internal and external customers.

• Establish and maintain credibility by providing timely and accurate analysis and reports.

• Ensure budget is in compliance with legal requirements and financial transparency standards.

• Assist in the development and implementation of budget and financial policies and procedures.

• Perform account reconciliations, journals entries and internal audits.

• Manages an employee database and facility payroll administration.

• Prepares and manages financial contingency plans.

• Participate in special projects at the request of management.

OTHER JOB FUNCTIONS:

• Perform other duties as assigned or directed.

• Provide timely, accurate and thorough performance evaluations for supervised employees.

KNOWLEDGE, SKILLS, ABILITIES, AND BEHAVIORS

• Ability to embrace and embody the City's core values of Respect, Integrity, Service, and Excellence (R.I.S.E.).

• Ability to communicate effectively with peers, supervisors, subordinates, and people to whom service is provided.

• Ability to produce desired work outcomes, including quality, quantity, and timeliness.

• Ability to plan and organize work, time, and resources, and if applicable, that of subordinates.

• Knowledge of Generally Accepted Accounting Principles, budget manuals and financial reporting.

• Ability to utilize a variety of data sources to include general ledger systems, monthly financial reports, Internet sites, or other sources as needed.

• Understanding of general accounting, financial reporting and general ledger systems.

• Experience with budget preparations, controls, and legal requirements and practices.

• Knowledge of purchasing standards and regulatory requirements.

• Intermediate Microsoft Excel skills including the ability to calculate and tabulate data.

• Mathematical skills that produce reliable calculations.

• High level of integrity and dependability with a strong sense of urgency and results-orientation.

• Ability to speak and deal tactfully with others and exhibit a willingness to share information.

• Exercise sound judgment, decisiveness, and creativity in various situations.

• Ability to identify and implement process improvements.

• Demonstrate a collaborative and flexible style, with a strong service mentality.

• Effective communicator with strong oral and written skills.

• Ability to work under time pressures and problem solve.

• Operation of standard office equipment.

Required Qualifications

MINIMUM QUALIFICATIONS

Bachelor's Degree in Accounting, Finance, Public Administration or a related field. Supplemented by four (4) years of progressively responsible experience in financial and accounting administration.

Any work related experience resulting in acceptable proficiency levels in the above Minimum Qualifications is an acceptable substitute for the above specified education and experience requirements.

PREFERRED QUALIFICATIONS

Governmental budget experience preferred.

Experience with software implementation preferred.

CONDITIONS OF EMPLOYMENT

• Must pass a drug screen and background check.

• Must have Class C Texas Driver's License.

Physical Demands/Supplemental

PHYSICAL DEMANDS

Tasks involve the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (5-10 pounds). Tasks may involve extended periods of time at a keyboard or work station. Some tasks require visual and sound perception and discrimination and oral communications ability.

WORK ENVIRONMENT

The indoor environment provides for a safe and healthy work environment and is smoke and drug-free. The environment in the Aquatics and Fitness areas will likely be wet and humid, as well as moderately loud. The outdoor work environment may result in exposure to extreme weather conditions such as heat, cold, and humidity.

The above statements describe the general nature and level of work being performed as of the date of preparation and approval. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of the position. Employees holding this position will be required to perform any other job-related duties as requested by management. The job description does not constitute an employment agreement between the employer and employee, and all requirements are subject to possible modification to reasonably accommodate individuals with disabilities.

The City of McKinney is an equal opportunity employer (EOE) committed to an alcohol / drug free workplace and to providing equal opportunities regardless of age, race, color, gender, religion, national origin, marital status, veteran status, disability or any other legally protected status.