Finance Manager

GENERAL PURPOSE

City of Upland is recruiting for Finance Manager !!

APPLY TODAY!!

Finance Managerunder general direction, plans, organizes, oversees, coordinates, and manages the staff and operations of the Finance Division, including the accounting and customer service functions of the City; provides complex technical support to the Assistant City Manager in areas of expertise; performs highly complex professional municipal accounting duties including preparing, monitoring, forecasting, and analyzing financial information; assists in preparation of the budget and special projects; functions as a member of the Department's management team; and performs related work as required.

CURRENT VACANCY:

One full-timeFinance Manager*position with full benefits in the Finance Division.

• February 12, 2024, City Council approved the revisions to the job specifications for the Finance Manager classification, effective March 31, 2024.

REPORTING SCHEDULE:

12 months per year; 10 hours per day; 4 days per week

(Monday through Thursday; 7 a.m. to 6 p.m.).

PRE-EMPLOYMENT PROCESS:

Applicants must successfully pass a background check and a job-related physical exam, including a drug test, prior to employment.

PROBATIONARY PERIOD:

12 months of paid service.

EXAM TYPE:

Open Competitive.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so qualified employees can perform the essential functions of the job.

• Plans, manages, and oversees the daily functions, operations, and activities of the Finance Division, including the accounting and customer service functions of the City.

• Participates in the development and implementation of goals, objectives, policies, and priorities for general finance functions and assigned programs, ensuring compliance with laws, regulations, City policies, outside granting agencies and generally accepted accounting principles and procedures; recommends within division policy, appropriate service and staffing levels; recommends and administers policies and procedures.

• Participates in the development, administration, and oversight of division budget; determines funding needed for staffing, equipment, materials, and supplies;ensures compliance with budgeted funding; oversees and develops annual and quarterly revenue projections and estimates used in connection with preparation of annual budgets; researches and monitors new revenue sources.

• Participatesin annual budget preparation; identifies resource needs; prepares detailed cost estimates with appropriate justifications; submits budget recommendations; monitors expenditures; advises and consults with management on accounting and budgetary concerns; provides information and recommendations as appropriate.

• Develops and standardizes procedures and methods to improve and continuously monitor the efficiency and effectiveness of assigned programs, service delivery methods, and procedures; assesses and monitors workload, administrative and support systems, and internal reporting relationships; identifies opportunities and makes recommendations for improvement.

• Participates in the selection of, trains, motivates, and evaluates assigned personnel; works with employees to correct deficiencies;recommends and implements discipline and termination procedures.

• Develops and manages requests for proposals for professional and/or contracted services; prepares scope of work and any technical specifications; evaluates proposals and recommends award; negotiates contracts; administers contracts to ensure compliance with City specifications and service quality.

• Supervises, participates in, and reviews the work of employees maintaining the City's general ledger and chart of accounts and preparing monthly and annual financial statements and schedules; analyzes, prepares, and reviews journal entries; coordinates monthly and annual closing activities, taking action to ensure the accurate processing and timing of all required accounting transactions to present accurate statements of the City's financial position.

• Oversees cash management initiatives, bank relationships, and day-to-day treasury operations.

• Oversees and administers City debt and related tax assessments as appropriate; participates in the bond issuance process; assures compliance with bond covenants, accounting standards, and budgeting requirements.

• Maintains stewardship for financial assets and debt; ensures the maintenance of corporate liquidity and financial stability.

• Manages the City's investment portfolio and ensures compliance with the City's investment policy.

• Answers staff and department questions about appropriate accounts for charging of expenses; supervises the preparation of periodic financial reports for the City Manager and departments; supervises the reconciliation of accounts and records and the posting of revenues.

• Manages the work of employees responsible for cash control, accounts payable and receivable, payroll, and purchasing; manages and participates in ensuring the smooth operations of the general ledger accounting and payroll computer systems.

• Manages the work of employees responsible for utility billing and collections and business license tax billing, collections, and enforcement.

• Establishes and maintains internal control procedures and ensures accounting standards are met.

• Participates in completion of work required in connection with the City's year-end audit with outside auditors.

• Participates in preparing the State Controller's Report; obtains data and prepares special schedules and spreadsheets; reviews working papers and schedules prepared by staff for use in report preparation.

• Prepares fee and rate schedules and implements changes.

• Responds to requests for information and advises City departments, other governmental agencies and the public on City financial and accounting practices, policies, procedures and data.

• Prepares and presents staff and agenda reports and other necessary correspondence related to assigned activities and services; presents reports to various commissions, committees, and boards.

• Conducts a variety of organizational and operational studies and investigations; recommends modifications to assigned programs, policies, and procedures, as appropriate.

• Serves as a liaison for assigned functions with other City departments, divisions, and outside agencies; provides staff support to commissions, committees, and task forces, as necessary.

• Attends and participates in professional group meetings; stays abreast of new trends and innovations in finance and budget administration; researches emerging products and enhancements and their applicability to City needs.

• Monitors changes in regulations and technology that may affect operations; implements policy and procedural changes after approval.

• Receives, investigates, and responds to difficult and sensitive problems and complaints in a professional manner; identifies and reports findings and takes necessary corrective action.

• Directs the establishment and maintenance of working and official division files.

• Ensures staff compliance with City and mandated safety rules, regulations, and protocols.

• Performs other duties as assigned.

QUALIFICATION GUIDELINES

Education and Experience:

Any combination of training and experience that would provide the required knowledge, skills and abilities is qualifying. A typical way to obtain the required qualifications would be:

Education:

• Equivalent to a bachelor's degree from an accredited college or university with major coursework in accounting, finance, business administration, or a related field.

Experience:

• Six (6) years of increasingly responsible experience in the management of public finance, of which three (3) years should be in a management or supervisory capacity.

Licenses and Certifications:

• Possession of a valid California Driver's License, to be maintained throughout employment.

Knowledge of:

• Administrative principles and practices, including goal setting, program development, implementation, and evaluation, and project management.

• Principles and practices of budget development and administration.

• Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures.

• Principles and practices of leadership.

• Principles and techniques for working with groups and fostering effective team interaction to ensure teamwork is conducted smoothly.

• Applicable federal, state, and local laws,regulatory codes, ordinances, and proceduresrelevant to assigned areas of responsibility.

• Organization and management practices as applied to the development, analysis, and evaluation of programs, policies, and operational needs of the assigned area of responsibility.

• Principles and practices of contract administration and management.

• Governmental Accounting Standards Board (GASB) and Generally Accepted Accounting Principles (GAAP).

• Principles and practices of general, fund, and governmental accounting including financial statement preparation and methods of financial control and reporting.

• Comprehensive Annual Financial Reporting for municipal agencies.

• Principles and practices of cost accounting.

• Internal control and compliance audit principles, practices, and methods.

• Principles and practices of municipal budgeting.

• Types and sources of municipal revenues and financing.

• City functions and associated financial management and reporting issues.

• Principles and practices of business data processing particularly related to the processing of accounting and financial information, including applicable software packages.

• The operations, requirements, and codes of the City's automated general ledger system.

• Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations.

• Recent and on-going developments, current literature, and sources of information related to the operations of the assigned division.

• Methods and techniques of preparing technical and administrative reports, and general business correspondence.

• City and mandated safety rules, regulations, and protocols.

• Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.

• The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.

• Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.

Ability to:

• Plan, organize, oversee, and manage the Finance Division staff and operations.

• Develop and implement goals, objectives, practices, policies, procedures, and work standards.

• Prepare and administer large and complex budgets; allocate limited resources in a cost-effective manner.

• Provide administrative, management, and professional leadership for the division.

• Select and supervise staff, provide training and development opportunities, ensure work is performed effectively, and evaluate performance in an objective and positive manner.

• Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.

• Evaluate and develop improvements in operations, procedures, policies, or methods.

• Operate a computer and spreadsheet software; analyze and make sound recommendations on complex financial data and operations.

• Plan and evaluate financial programs and make sound recommendations for improvement.

• Understand, interpret, explain, and apply City, state, and federal laws regulating financial accounting, reporting, and record keeping.

• Understand and accurately use the City's Chart of Accounts and schedules of rates and fees.

• Develop and implement financial procedures and controls.

• Perform complicated mathematical calculations and analyses.

• Prepare clear, concise,and comprehensivereports, correspondence, financial statements, policies, procedures, and other written materials.

• Make clear, concise, and persuasive presentations.

• Research, analyze, and evaluate new service delivery methods, procedures, and techniques.

• Analyze, interpret, summarize, and present technical information and data in an effective manner.

• Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports.

• Effectively represent the division and the City in meetings with governmental agencies, community groups, and various businesses, professional, and regulatory organizations, and in meetings with individuals.

• Direct the establishment and maintenance of a variety of filing, record-keeping, and tracking systems.

• Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.

• Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.

• Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.

• Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.

• Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.

PHYSICAL AND MENTAL DEMANDS

Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and visit various City sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 20 pounds.

WORK ENVIRONMENT

Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.

IMPORTANT INFORMATION:

Examination Process:

A competitive review of applicants' experience and qualifications will be conducted. Based on that evaluation, a limited number of applicants whose qualifications best meet the current needs of the City of Upland will be invited to participate in the next step of the examination process. The examination may include a written test or a technical project and will include a qualifications appraisal interview. Qualified candidates will be provided with more details prior to the start of the examination process.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.