CITY OF OVERLAND PARK - POSITION DESCRIPTION

JOB SUMMARY STATEMENT:

Plans, directs organizes and manages financial and budget operations of the City. Manages departmental staff and directs the planning, implementation and maintenance of accounting, cash management and investments, receipt and disbursement of all funds and financial reporting. Directs the planning, implementation and maintenance of accounting, cash management and investments, receipt and disbursement of all funds and financial reporting. Directs planning, preparation and development of the City's annual budget for review and adoption, long-range financial plan, and five-year capital improvement and maintenance plans. Oversees preparation of financial projections and short and long-range financial forecasts. Directs, prepares and presents analysis of financial and budget information and makes recommendations to City management, departments, and the Governing Body on various budgeting and financial management issues.

DUTIES AND RESPONSIBILITIES:

1. Plans, organizes, manages, and administers Finance and Budget Department operations. Coordinates and manages the development of financial and budgetary policies, procedures, and business practices. Evaluates departmental goals, objectives, priorities, and activities to improve performance and outcomes. Recommends and establishes administrative controls and improvements; develops procedures to implement new and/or changing regulatory requirements.

2. Directs and approves through supervisor(s) and/or lead workers the planning, prioritizing, assigning, supervising, training, and review of the work of a diverse workforce; acts as a resource, and provides direction, guidance, and leadership to staff; advises on complex and sensitive concerns and issues; may select, direct, and manage the work of consultants.

3. Works with the City Manager and staff to provide guidance and explain information to the Governing Body, City departments, bond rating agencies, the public, and the media and/or outside agencies. Makes presentations, participates in meetings, acts as representative on committees, task forces, special projects, and other community outreach activities; responds and resolves confidential and sensitive inquiries.

4. Directs financial operations in sufficient detail to produce adequate cost, financial, and statistical data for management purposes to meet statutory requirements consistent with established and generally accepted accounting principles and practices.

5. Directs the maintenance and ongoing operation of the city's General Ledger Financial Accounting System. Directs activities to secure sound financial procedures and internal controls. Provides fiscal management in collection, control, security, disbursement, and investment of City funds.

6. Manages and coordinates the City's budget process. Directs development of operating budget, capital improvement and maintenance programs including the development of annual budget information and documents and management of legal budget process. Responsible for overseeing the development, coordination, publication and dissemination of City's annual budget.

7. Develops and implements strategic budgetary and financial plans in support of the Governing Body's and city management's mission, priorities and goals. Develops and implements long and short-range goals, objectives, and financial policies supporting operations of the City. Develops systems, procedures and reports. Works with all levels of City management to ensure sound financial management practices.

8. Prepares, develops and presents the City's five-year financial forecast of city revenues, expenditures and cash position.

9. Directs preparation of financial, budgetary and statistical reporting, periodic financial reports, financial trend reports, and cost recovery studies. Responsible for dissemination of financial and statistical reporting information to the Governing Body, public and City Staff. Coordinates and prepares ad-hoc analysis and financial reports as needed.

10. Oversees administration and financing of all capital improvement program and maintenance program projects in cooperation with Finance staff and staff in City departments

11. Directs and coordinates analysis of the need for issuance of debt, makes recommendations to City management and Governing Body related to debt issuance. Responsible for directing all aspects of the sale of general obligation bonds including preparation of offering statements, rating agency presentation, acceptance of bids, preparation of appropriate financial reports, requests and receipt of legal opinions, registration of notes/bonds, submission of transcripts to the Attorney General, preparation of information for rebate calculations.

12. Oversees activities necessary to complete the City's Annual Comprehensive Financial Statements (ACFR) in conformance with generally accepted accounting principles and compliance with Governmental Accounting Standards Board (GASB). Coordinates process for selection of post - auditor by the Finance, Administration and Economic Development Committee and City Council. Secures post audit of the City's ACFR by an independent auditor selected by the Governing Body.

13. Provides direction for the financial administration of federal and state grants.

14. Oversees administration of internal audits to ensure that financial procedures are being followed, revenue collection procedures are within good business practices and cash collection is accurate.

15. Assists with oversight and management of funds related to benefits of the City, including self-insured medical and workers' compensation programs and retirement plans..

16. Coordinates preparation of departmental goals and objectives, performance measures and work plans. Performs normal managerial duties, which include supervising personnel, conducting performance appraisals, and development and updating education and training plans.

17. Attends meetings of the City Council and of the Finance, Administration & Economic Development Committee as needed.

18. Serves as a member of the City's executive leadership team. Collaborates with other directors and with interdepartmental management in resolving citywide areas of concern. Provides guidance in the areas of finance and budgeting.

19. The employee must work the days and hours necessary to perform all assigned responsibilities and tasks. Must be available (especially during regular business hours or shifts) to communicate with subordinates, supervisors, customers, vendors and any other persons or organization with whom interaction is required to accomplish work and employer goals.

20. The employee must be punctual and timely in meeting all requirements of performance, including, but not limited to, attendance standards and work deadlines; beginning and ending assignments on time; and scheduled work breaks, where applicable.

GENERAL QUALIFICATIONS

EDUCATION & SPECIAL LICENSE(S)/CERTIFICATIONS:

- Bachelor's degree Bachelor' s degree in accounting, business administration with emphasis in accounting, public administration or related field with some courses in statistical analysis or additional equivalent experience.

- CPA or comparable master's degree preferred

EXPERIENCE:

- Ten years of increasingly responsible finance and accounting experience or an equivalent level of experience.

SKILLS:

- Management and Supervisory skills.

- Organizational skills.

- Analytical skills.

- Excellent oral and written communication skills.

- Effective negotiation and listening skills.

- Ability to perform complex financial analysis and accounting

- Presentation skills

MENTAL REQUIREMENTS:

- Ability to understand mathematical concepts to include math and accounting functions.

- Ability to analyze financial data and make recommendations based on findings.

- Ability to comprehend computer software principles.

- Ability to train and guide others.

- Ability to work under pressure.

- Ability to work in office environment with constant interruptions.

- Ability to read and comprehend complex City, state and federal policies and regulations.

- Ability to exhibit tact and diplomacy when dealing with City personnel and the public.

- Prioritizing assignments

PHYSICAL REQUIREMENTS:

- Hand and eye coordination adequate to input computer and calculator and open the City safe.

- Visual stamina and acuity to review numerical data daily and to spend long periods looking at computer screen

- Ability to sit and be attentive for extended periods of time.

SUPERVISORY RESPONSIBILITY (Direct & Indirect):

Direct:

- Manager of Financial Services

- Supervisor, Accounting & Finance

- Budget & Finance Analyst

Indirect:

- Accountants

- Senior Accounting Clerk

- Accounting Clerk

The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.