This class is the fifth level in a seven-level Fiscal Services Series devoted to providing paraprofessional fiscal support and fiscal analysis and management. Incumbents provide advanced journey-level professional fiscal and analytical work and are considered subject matter experts with the highest level of knowledge, providing consultation to other fiscal services staff and to management. Work may include overseeing large, complex budgets, financial transactions, financial analysis and/or financial oversight for a City department, all typically involving significant dollar amounts where the consequence of error is extremely significant. As assigned, incumbents may serve as lead workers, assigning work and monitoring work completion or may supervise paraprofessional and/or support staff including conducting performance evaluations, coordinating training, and implementing hiring, discipline and termination procedures.
Hiring range: $59,595.00 - $75,000.00 (Promotional range may vary)
Duties and Responsibilities
- Performs advanced professional financial analysis and/or program oversight of assigned area ensuring compliance with applicable policies, procedures, regulations and requirements. As assigned, incumbents may serve as lead workers, assigning work and monitoring work completion or may supervise staff including conducting performance evaluations, coordinating training, and implementing hiring, discipline and termination procedures.
- Reviews and assesses operational efficiency, financial records and ledger accuracy, and the effectiveness of internal controls; develops, recommends and implements program enhancements, controls, policies and procedures.
- Researches, analyzes, maintains or oversees the maintenance of financial records, statements, performance metrics and other documentation related to assigned function, program, project and/or process; performs data modeling, ad hoc analysis and/or special reporting; provides budget development support and manages assigned budget.
- Serves as a technical representative and liaison with internal and external customers, program stakeholders, and partner organizations; provides consultation and subject matter expertise related to assigned area; handles escalated issues and complaints; and implements program and project solutions.
- Prepares and/or reviews financial statements, journal vouchers, transaction documents, schedules, reports, presentations, contracts and other documentation; ensures timely and accurate reporting in accordance with applicable standards, policies, requirements and regulations.
- Performs and implements quality assurance programs and procedures of assigned fiscal area; provides support in strategic planning processes and the development of goals and objectives.
- Performs other duties of a similar nature and level as assigned.
- Plans and aligns the resources needed from the department to support the financial goals and strategic vision established by both the City and the PRCR Leadership Team.
- Responsible for the development of the department CIP budget and the PRCR Bond Program including operating budget impact projections.
- Coordinates with the Capital Project Superintendent and Executive Team to develop the department's 5-year CIP Plan that includes detailed review and submission of the department's project investments and explanation of costs.
- Works with capital project team to complete system entry for all projects and assists with the completion of project pages for the CIP budget book
- Schedules and plans the work of other fiscal, contract and administrative staff, providing narrative reports and budget materials, and communicating both verbally and in writing the financial resources and business priorities of the PRCR Department.
- Performs active reviews of PRCR contracts; monitors contract renewal deadlines; communicates contract status and investment risk.
- Develops future Bond Programs that effectively prioritize department resources and facility needs, including working with and presenting to the public stakeholders such as the Parks, Recreation and Greenway Advisory Board and Citizen Advisory Council (CAC) meetings.
- Monitors project contracts and spending history and manages the financial project close out. Prepares the bond cash roll out report, bi-annually.
- Analyzes financial data and develops complex reports for forecasting and results analysis.
- Advises the executive team on the fiscal impacts of new policies that affect the capital improvement projects.
- Keeps up-to-date of changes in local, state, and federal laws as they pertain to capital and bond programs and advises the department executive team on the fiscal impacts of new policies that affect the CIP projects.
- Works closely with the department's project managers to review all fiscal aspects of the various projects and contracts to ensure that funds are spent properly, and projects are closed within established targets. Reviews council agenda items and prepares funds for contracting routing.
- Serves as the key fiscal contact to the Finance Department and Budget Office for CIP and Bond programs.
- Attends and participates in budget meetings and work sessions.
Education and Experience
Bachelor's degree in accounting, finance, business or public administration and five years of professional finance, budget analysis or accounting experience which includes experience with Generally Accepted Accounting Principles (GAAP) and/or public sector accounting and budgeting.
An equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above, unless otherwise subject to any other requirements set forth in law or regulation.
- Valid North Carolina Driver's License
- Supervisory principles, practices and techniques (based on assignment).
- Techniques and methods for organizing, prioritizing, assigning and monitoring work (based on assignment).
- Practices and methods of coaching and leading the work of others (based on assignment).
- Principles and practices of general accounting and financial management.
- Principles and practices of program administration and management.
- Principles and methods of qualitative and quantitative research.
- Principles and applications of critical thinking and analysis.
- Best practices, trends and emerging technologies.
- Principles and techniques of effective oral presentations.
- Project management principles.
- Modern budget practices.
- Applicable federal, state and local laws, codes, regulations (based on assignment).
- Customer service principles.
- Specialized equipment relevant to area of assignment.
- Modern office technology.
ADA and Other Requirements:
- Supervising and evaluating staff performance (based on assignment).
- Training and coaching staff (based on assignment).
- Managing a project or program.
- Overseeing the implementation and adherence to quality assurance and standards.
- Researching industry trends, solutions and best practices.
- Gathering data, analyzing findings and applying logic and reason.
- Interpreting, monitoring and reporting financial information and statistics.? Establishing and maintaining business relationships in support of financial management.
- Exercising political acumen, tact and diplomacy.
- Coordinating deadlines, prioritizing work demands and assigning/monitoring work performed.
- Working effectively under pressure, with multiple deadlines and changing priorities.
- Authoring and preparing original reports, documents and presentations.
- Facilitating group discussions and building consensus using persuasive reasoning.
- Managing project or program finances.
- Preparing and administering budgets and related reporting (based on assignment).
- Interpreting and applying applicable laws, codes, regulations and standards (based on assignment).
- Providing customer service.
- Utilizing a computer and relevant software applications.
- Utilizing communication and interpersonal skills as applied to interaction with coworkers, supervisors, the general public and others to sufficiently exchange or convey information and to receive work direction.
Positions in this class typically require: fingering, grasping, talking, hearing, seeing and repetitive motions.
Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
Work is routinely performed in an indoor, office environment.
This job classification description is intended to be generic in nature. It is not necessarily an exhaustive list of all duties and responsibilities. The essential duties, functions and responsibilities and Fair Labor Standards Act (FLSA) designation may vary based on the specific tasks assigned to the position.