Position Title:



|Position Title: |Finance Director/School Business Manager |Grade Level: | |

|Department |Finance |Date: | |

|Reports to: |Town Council |FLSA Status | |

Statement of Duties: The Finance Director/School Business Manager is responsible for the planning, coordination and supervision of a major department of the Town (i.e. activities of the Town Treasurer, Tax Assessor, Tax Collector) pertaining to all fiscal, human resources, and administrative functions of the of the Town of Glocester municipal and school (Grades K-5) departments including the maintenance of financial records and overseeing the expenditure of funds, accounting, property control, and human resource services in accordance with applicable local, state and federal laws and regulations and adherence to the Government Accounting Standard Board (GASB) as well as Federal and State laws/regulations pertaining to municipal/school financial operations. The employee is required to perform all similar or related duties.

Supervision Required: Under the administrative direction of the Town Council and School Committee, the employee works from municipal policies and objectives as well as pertinent local bylaws, as well as State and Federal laws and regulations; individual establishes short and long-range plans and objectives for a major department of the Town; establishes department-wide performance standards and assumes direct accountability for department-wide results. Consults with the Town Council where clarification, interpretation, or exception to municipal policy may be required. The employee exercises control in the development of Department-wide policies, goals, objectives and budgets. The employee is also expected to resolve all conflicts, which arise and coordinate with others as necessary.

Supervisory Responsibility: The employee is accountable for the direction and success of a major department of the Town. The employee is responsible for analyzing program objectives, determining the various work operations needed to achieve them, estimating the financial and staff resources required, allocating the available funds and staff, reporting periodically on the achievement and status of the program objective; and recommending new goals. The employee typically formulates or recommends program goals and develops plans for achieving short and long-range objectives; determines organizational structure operating guidelines and work operations; formulates, prepares and defends budget and manpower requests and accounts for the effective use of funds and staff provided; coordinates program efforts within the Department and with other town departments; delegates authority to subordinate supervisors and holds them responsible for the performance of their unit's work; reviews work in terms of accomplishment of program objectives and progress reports, approves standards establishing quality and quantity of work; and assists or oversees the personnel function, including recommending the hiring, disciplining and training of employees.

Employee provides direct supervision of seven (7) full-time employees and one (1) volunteer intern who work at the same place and the same work shift. Functions, programs, work processes and staff size are well established and relatively stable throughout the year.

Confidentiality: The employee has regular access on a town-wide level to a wide variety of confidential information, including official personnel files, department records, payroll database, collective bargaining information, client records in accordance with the State Public Records law.

Accountability: Consequences of errors, missed deadlines or poor judgment could result in missed deadlines, labor/material costs, adverse public relations, monetary loss, jeopardize programs and legal repercussions to the Town and School department of the Town of Glocester

Judgment: Guidelines provide limited guidance for performing the work. They may be in the form of administrative or organizational policies, general principles, state statutes or directives that pertain to the provision of town financial services. Extensive judgment and ingenuity are required to develop new or adapt existing methods and approaches for accomplishing objectives or to deal with new or unusual requirements within the limits of the guidelines or policies. The employee is recognized as the department or functional area's authority in interpreting the guidelines, in determining how they should be applied, and in developing operating policies.

Complexity: The work consists of employing many different concepts, theories, principles, techniques and practices relating to the field of municipal finance. Assignments typically concern such matters as studying trends in the field for application to the work; assessing services and recommending improvements; planning long range projects; devising new techniques for application to the work, recommending policies, standards, or criteria to improve the effectiveness of department operations and employee performance.

Work Environment: The work environment involves everyday discomforts typical of a municipal office setting subject to frequent interruptions. Noise or physical surroundings may be distracting, but conditions are generally not unpleasant. The employee is required to work beyond normal business hours in order to attend evening meetings such as the Budget Board Budget Board or the Town Council .

Nature and Purpose of Public Contact: The employee interacts with co-workers, the public, and external contacts such as local, state, or federal officials, Town Boards/Committees, vendors, or contractors doing business with the Town to explain or interpret standard operating procedures, statutory requirements, or guidelines in order to plan or coordinate work, or in an effort to answer questions or to resolve problems. More than ordinary courtesy, tact, and diplomacy may be required to resolve complaints or deal with disgruntled or uncooperative persons. The employee may furnish the public or news media with routine information such as meeting agendas or departmental operating procedures.

Occupational Risk: Risk exposure is similar to that found in a municipal office setting.

Essential Functions:

The essential functions or duties listed below are intended only as illustrations of the various type of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position.

Coordinates the preparation and administration of the annual operating and capital budgets for all town departments and the school department. Performs budget management and analysis functions including revenue and expenditure analysis. Provides periodic reports showing appropriation expenditures and balances. Forecasts and monitors the financial condition of the town. Makes recommendations for corrective actions.

Maintains the Town's financial software system to ensure proper accuracy of financial recordkeeping and the processing of transactions including the compliance of payroll with Town union contracts, Town Bylaws, State and Federal regulations.

Serves as staff liaison to the Town Council, School Committee and other Town Boards or Committees which involves advising them on financial matters, providing them with background information and reports and providing them with administrative support. Attends related meetings.

Oversees the maintenance of comprehensive accounting records and General Ledger for the Town and School department including cash sheets, general ledgers for fund accounts; journals, classification ledgers and records of debt; ensures Town compliance with local, state and federal finance laws or regulations.

Supervises expenditures of all Town funds; examines department bills and approves all bill warrants for accuracy and availability of funds before payment by the Treasurer.

Compiles and submits required reports to state and federal agencies; prepares annual statement of disbursements and receipts; prepares monthly and annual balance sheets; prepares annual statement of outstanding debt; assists in the annual departmental audit.

Certifies and maintains records of Town contracts; manages and plans finances; conducts internal audits; prepares and manages department and budgets.

Responsible for the development and implementation of policies and procedures that evaluate and minimize financial risk to the Town.

Reviews procurement contracts and certifies and maintains bid documents, contracts, and the availability of funds; ensures compliance with municipal finance laws, including GASB procedures, and prevailing wage laws.

Maintains financial control of the Town budget; develops and implements the Town’s accounting system and procedures; responsible for setting up new accounts, account structure, and account coding.

Maintains comprehensive accurate accounting records for the Town, including cash sheets, general ledgers for fund accounts, journals, classification ledgers, and debt records.

Responsible for the preparation and submission of required local, state and federal financial reports.

Establishes and maintains Town/School department cash controls; monitors payments and payment practices.

Conducts financial analyses of town and/or school operations/practices as necessary.

Acts as the Personnel Director for all departments responsible for the administration and enforcement of all personnel matters including employee benefits, employee hiring and discipline, compensation, compliance with local, state and federal human resource laws/regulations, and compliance with collective bargaining contracts.

Required to attend training programs to maintain knowledge of state and federal laws and regulations pertaining to municipal finance and accounting and to maintain required certifications.

Provides support and information in support of the Town's annual auditors.

Participates in public forums and serves on various committees on behalf of the Town of Glocester and provides support to the Town Council, School Committee, as well as Town boards/committees, Town departments and the public as requested.

Recommended Minimum Qualifications:

Education and Experience: Bachelor’s Degree or an equivalent master craftsman level of trade knowledge in Finance, Accounting or a related field; a minimum of ten (10) years progressively responsible work experience preferably in a municipal setting; or any equivalent combination of education, training and experience which provides the required knowledge, skills and abilities to perform the essential functions of the job.

Special Requirements: School Business Manager Certificate is required within two (2) of appointment. As a condition of employment the employee must be BCI certified.

Knowledge, Abilities and Skill

Knowledge: Thorough knowledge of the principles and practices of government accounting (GAAP, UMAS, and GASB) and Rhode Island general laws and regulations pertaining to municipal and school finance including the procurement of materials, equipment or services; thorough knowledge of computer software applications in support of accounting and financial management functions. Knowledge of Town government operations as well as pertinent municipal, County, State, and Federal agencies. Knowledge of municipal budgeting techniques and practices as well as local, state and federal regulations and/or laws pertaining to local government financial operations. Working knowledge of technology applications pertaining to municipal finance including office and financial software, the Internet, social media, and web site technology in support of financial operations of the Town.

Abilities: Ability to analyze and interpret financial data and to present findings clearly in written and oral form; ability to establish and maintain cooperative relationships with Town officials and governmental representatives; ability to persuade others in a diplomatic manner. Ability to work with disgruntled members of the public and Town employees. Ability to multi-task and to complete work in a detailed, accurate, and timely manner.

Skill: Proficient skill in working with numbers in an accurate and detailed manner; excellent analytical, oral, and written communication skills; must have excellent computer skills including demonstrated skill in use of business and municipal financial software applications. Effective supervisory and interpersonal skills working with employees as well as local, state and federal officials.

Physical and Mental Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the position’s essential functions.

Physical Demands: Little or no physical demands are required to perform the work. Work effort principally involves sitting to perform work tasks, with intermittent periods of stooping, walking, and standing. The employee is occasionally required to lift objects such as office equipment.

Motor Skills: Duties may involve assignments requiring the application of hand and eye coordination with finger dexterity and motor coordination such as operating a personal computer or other department office equipment and materials.

Visual/Auditory Skills: The employee is required to constantly read documents, personal computer screens and written reports for general understanding and routinely for analytical purposes. The employee must have the auditory ability to listen and comprehend. The employee is not regularly required to determine color differences.

This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.

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