ITEM 4 Administrative Services Director/Finance DirectorITEM Al -
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0 tsTe F o
MINNESOTA
1L•i;►N 1l
TO: Mayor and City Council
FROM: Lori Johnson, City Administrator
DATE: March 25, 2015
SUBJECT: Administrative Services Director/Finance Director
This item is a continuation of discussion from the March 23 City Council meeting. The Council
requested that approval of the Administrative Services Director/Finance Director position
description and subsequent advertisement of the position be delayed pending further review
and amendment of the position description.
As directed, I have reviewed the position description and have made additional changes based
on the tone of the Council's discussion on Monday. The attached position description can serve
as a starting point from which the Council may make additional changes if desired. The position
description as written is typical of a finance director position in that it covers the duties,
experience, and abilities normally expected of that position.
The Council is asked to adopt an updated position description and authorize advertisement of
the position. Assuming that the Council takes that action on Monday, the earliest that the
vacancy would be filled is early June, depending upon the length of notice given by the
applicant to his/her current employer. The position would be advertised as open until filled
with an initial application review date in late April. Interviews could be conducted in early May.
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CITY OF
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MINNESOTA
Position Description
Position:
Finance Director
Reports to:
City Administrator
Supervises:
Finance and IT staff
FLSA Status:
Exempt
Pay Grade: 19
Date Approved: March 23, 2015
DESCRIPTION OF WORK
General Statement of Duties: Direct and manages the Finance and Information Technology
(IT) departments including serving as the Chief Financial Officer of the City. Assist the City
Administrator in all aspects of economic development including development of policies
and analysis of development programs and opportunities, serve as assistant City
Administrator performing a board variety of governmental functions at the request of the
City Administrator.
Supervision Received: Works under the direction of the City Administrator.
Supervision Exercised: Provides supervision to the Finance Department and Information
Technology staff. Provides administrative supervision to the Building Permit Technician.
MAJOR JOB FUNCTIONS
1. Finance:
a. Provide recommendations to the City Administrator and City Council for
establishing long and short-range financial goals including preparation and
management of a Capital Improvement Plan
b. Plan and implement sound financial strategies to ensure a high level of
financial planning and management.
c. Develops and manages internal controls and accounting policies and
procedures for accounts payable, accounts receivable, deposit of funds, utility
billing, fixed assets and escrow accounting to properly and legally report and
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manage all financial activities of the City and safeguard City assets.
d. Budget
i. Monitor all budgets to ensure compliance with the adopted budget
ii. Prepare a draft budget for review by City Administrator
iii. Provide budget analysis and recommendations
iv. Ensure all levies are correct complies with all legal budget and tax
levy requirements
e. Comprehensive Annual Financial Report (CAFR)
L Coordinate the preparation and completion of the CAFR and related
year-end reporting requirements.
ii. Manage the audit process including overseeing the preparation of
audit work papers
iii. Assist auditors in writing the CAFR and submit CAFR for GFOA's
Certificate of Achievement in Financial Reporting program
f. Cash Management
L Monitor and manage cash flow needs of City
ii. Invest funds according to approved investment policy and state
statutes
iii. Implement internal control systems necessary to ensure
g. General finance duties
L Prepare and present reports and analysis
ii. Prepare staff memos and recommendations to and for the City
Administrator and City Council
iii. Make presentations to City Council and other entities/organizations
iv. Responsible for all aspects of the City's finances including utility
billing
v. Manage and perform City's risk management functions
2. Economic Development:
a. Assist in development, implementation, and execution of policies and
programs to expand the City's commercial and industrial tax base
b. Meet with developers and business owners/representatives
c. Assist with Economic Development Authority activities and policy
development and implementation
d. Provide recommendations and analysis of TIF, Tax Abatement, and other
development incentive requests
e. Coordinate and carry out business retention and expansion program
f. Assist with marketing and communication necessary to achieve City's
economic development goals
g. Serve as City's representative at various economic development functions
and in various economic development associations
3. Serve as acting City Administrator:
a. Provide assistance to City Administrator on special projects and other items
as assigned
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b. Serve as acting City Administrator in City Administrator's absence
i. Provide assistance and expertise to other City staff on all City
government matters
4. Human Resources:
a. Ensure City complies with all federal and state payroll, employment, and all
relevant personnel and payroll laws
b. Ensure all reporting requirements are met for all payroll and human
resource functions
c. Oversee all human resource and payroll functions
5. IT:
a. Oversee IT functions and make recommendations to supervisor to maintain a
highly functional and up-to-date IT system city wide
6. Policy and Procedure Development:
a. Responsible for Policies and Procedures relating to Finance, Human
Resources and related areas
i. Evaluate and recommend changes to policies, procedures and
practices and follows procedures to get approval and implement
changes
ii. Ensure that staff, elected officials, and appointed officials follow all
City and State policies and procedures and follow applicable laws
7. Supervision:
a. Finance and IT Department Staff
i. Perform annual performance review for all department staff
ii. Ensure staff is adequately trained and department is cross trained
iii. Recommend discipline and pay increases
b. Ensure staff attends safety training and follows safety procedures
i. Assign works and ensures that it is done accurately and timely
ii. Interview and recommend staff
c. Building Permit Technician
i. Provide administrative supervision including approval of leave time
ii. Perform annual performance review with input from Building Permit
Technician's technical supervisor
iii. Recommend discipline and pay increases with input from Building
Permit Technician's technical supervisor
iv. Ensure staff attends safety training and follows safety procedures
8. General
a. Expertise in a broad range of governmental accounting software, Microsoft
Office applications, and IT systems
b. Participate actively in the City's management team
c. Confer with supervisor, peers, and employees to discuss and resolve issues
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d. Provide exceptional customer service to residents, developers, city officials,
and the general public
e. Make decisions that are always in the best interest of the City
f. Follow all safety policies and procedures
g. Follow all City policies and procedures
h. Treat fellow employees with respect and integrity
i. Promote a positive and motivating environment
j. Perform other duties and projects as assigned
KNOWLEDGE, SKILLS AND ABILITIES
• Demonstrable knowledge of and experience in applying Generally Accepted
Accounting Principles (GAAP) as defined by GASB.
• Extensive knowledge of and experience in governmental accounting policies,
procedures and practices as defined by the GFOA.
• Extensive knowledge of and experience in laws, practices, and regulations
applicable to City government finances.
• Extensive knowledge of and experience in City operations, ordinances, and practices
related to finance and budgeting, economic development, and city management.
• Proficient in government finance software, Microsoft Office (Excel, Word, and
PowerPoint) and standard computer systems and programs
• Exp eeFamiliarity with analyzing development and redevelopment proposals
and requests for incentives
• Exp Familiari , with analyzing tax increment financing and tax abatement
plan financial data and familiarity ..,;+i. drafting and implementing TIF and tax
abatement plans.
• Exper-ieneeFamiliarity with administering economic development loan programs
• Experience making presentations to government bodies, professional associations,
and community organizations
• Ability to communicate clearly, professionally, effectively, and precisely both
verbally and in writing
• Ability to resolve and diffuse conflicts
• Ability to understand, manage, and communicate complex ideas, projects, and
situations
• Applied experience and knowledge of cash management including investment
statutes and practices, budgeting, capital improvement planning, financial
management plans and purchasing/contract laws and practices
• Ability to work independently and as part of a team and to coordinate work with
other departments and to lead multi -departmental or multi -jurisdictional projects.
• Ability to plan, prioritize and organize the department's work.
• Strong sense of honesty, integrity, and credibility
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MINIMUM QUALIFICATIONS
1. Bachelor's Degree in accounting, finance, or public administration
2. A combination of ten years of professional experience in government accounting,
financial management, economic development, or city or county management at a
manager level (must include both finance and economic development experience
3. Five years of supervisory experience
4. A valid driver's license
PREFERRED QUALIFICATIONS
1. Certified Public Accounting License
2"arter's Degree in Business, Finance, Management or Public dfninistrn ti n11
3. Certified Economic Developer- (Qcl)) or- Certified Economic Develepment Finance
Drnfessional (('T1DFP) cnrtif a tion
9:2. Experience working for a growing city or county
PHYSICAL DEMANDS
Must be able to drive, sit for extended periods, regularly use fine motors skills to operate a
computer, and perform other office tasks and occasionally walk in construction areas.
Note: This job description does not constitute a contract or employment agreement.