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JOB SUMMARY
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Under general supervision, performs advanced professional level budgetary, financial, strategic planning, business analysis and related support work in a centralized finance/budget coordination and administrative setting. Furthermore, is responsible for the development and implementation of special projects for the Finance Office, including budget administration, maintenance of financial information systems, reporting requirements, automation and information sharing, and process enhancements. Also serves as the Finance functional leader for all ERP Finance modules, by providing subject-matter expertise, training and support of the business systems supporting Finance and overseeing upgrades, enhancements and workflow processes. Performs related work as assigned.
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This is a position in which appointments may be made at an advanced level into this professional field, in which incumbents have extensive public finance and County policies and procedures experience. Employees have demonstrated acceptable work proficiency and may work independently on complex assignments. Employees are expected to perform and take the lead on a variety of projects, varied work for multiple departments and/or functional areas within the County.
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EXAMPLES OF DUTIES
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Essential Duties:
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Works collaboratively to automate financial reports, projections, forecasts and to identify other potential automations to leverage ERP system functionalities and currently available Microsoft tools to reduce manual calculations needed by Finance staff.
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Oversees, reports on and manages special projects and initiatives as assigned by the Chief Financial Officer. Knowledge of federal and state grant funding, reporting and monitoring guidelines to comply with requirements for awards such as American Rescue Plan Act, Coronavirus Aid, Relief, and Economic Security Act and Federal Emergency Management Agency.
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Conducts studies, analyzes information, evaluates alternatives and makes recommendations regarding such matters as organizational structure, budget development and administration, staff, facilities, equipment, productivity and policy and procedure modification. Prepares narrative and statistical reports of findings. Assists in the development, revision and implementation of policies and procedures.
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Serves as the primary contact for support, training, mentoring, and guidance for ERP Financial applications. Maintains awareness of trends in ERP and other Finance software enhancements, and recommends acquisition and implementation of products required to fulfill Finance missions.
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Develops short- and long-range financial information systems plans and priorities. Evaluates, suggests changes to, coordinates, and oversees the development, implementation, and regular testing of system processes and controls within the ERP system to support financial management activities.
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Partners with division managers to provide solutions that meet business requirements. Solicits feedback and identifies requirements of financial information system end users. Prepares and distributes timely communication around financial information system issues.
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Works collaboratively with human resources and information technology staff to ensure complete integration of systems and functionality for the finance function across the entire organization. Troubleshoots financial problems in systems and processes, and works closely with divisional users, managers, and IT staff to resolve problems. Partners with all users for the complete ERP system implementation life cycle.
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Determines analytical techniques and information gathering processes and obtains required information and data for analysis. Prepares and develops complex spreadsheets for analysis. Conducts a variety of special financial analyses. Researches and compiles information, evaluates alternatives, makes recommendations and prepares technical reports for internal departments, Finance, and the Board of Commissioners.
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Coordinates the development of budgets and service area groups as assigned. Prepares historical information, revenue and expenditure projections (including salary and fringes), forecasts and other related information for budget development, internal use and distribution to County departmental staff.
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Reviews budget requests for sustainability and adherence to policy. Compiles budget documents including mission statements and performance measures for inclusion into the preliminary and final budget documents.
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Monitors budgets to ensure that expenditures are within budgetary and policy guidelines. Ensures that departments initiate budget adjustments when required and prepare supporting resolutions for Board actions.
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Manages General Ledger Position Control. Reviews personnel action forms for accuracy and compliance with rules and policies. Validates authorization and general ledger information for complete integration of the enterprise resource planning system.
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Works with applicable staff to review and revise current policies for financial sustainability, organizational needs and efficiency. Also, develops and maintains financial information system policies and procedures, ensuring consistency of reporting and data integrity.
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Makes computer-generated periodic financial status forecasts for departments. Investigates and provides explanation for projected and actual discrepancies. Resolves issues with staff.
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Develops procedures and methods to implement financial policy adopted by the Board of Commissioners. Prepares materials for presentation to the Board of Commissioners regarding organizational financial impact.
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Reviews board resolutions for immediate and long-term financial, organizational and community impact. Makes recommendations for changes, and works collaboratively with staff for concurrence and incorporates modifications as needed.
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Confers with staff to exchange information, interpret policies and procedures, review operational changes, and develop long-term strategic plans. Provides information to the Board of Commissioners and Finance staff and others as required.
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Represents the department. Provides liaison and staff support when working with other county departments and staff, other governmental agencies, businesses, committees and commissions.
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Important Duties:
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Enters data into ERP system. Maintains databases. Prepares complex spreadsheets and financial reports. Prepares budget information, correspondence and other written materials using word processing software. Maintains knowledge of ERP system functions affecting core and end users.
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Participates on County committees and in professional development activities.
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Project management duties that direct the work of other professional or technical and support staff on a project or day-to-day basis.
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Uses standard office equipment and may drive a County or personal vehicle in the course of the work.
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Performs other related duties as assigned.
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The above statements are intended to describe the general nature and level of work being performed by employees assigned this classification. They are not to be construed as an exhaustive list of all job duties performed by personnel so classified.
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EMPLOYMENT QUALIFICATIONS
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Knowledge of:
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Principles and practices of public agency budgetary development and administration.
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Function, organization and county services.
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Applicable federal, state and local laws and regulations.
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Principles of public administration.
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Research, data analysis and report preparation techniques.
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Computer applications related to the work.
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Business mathematics, including basic statistical analysis techniques.
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Standard office practices, including the operation of standard office equipment.
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Basic governmental and fund accounting principles and concepts.
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Skill in:
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Implementing new processes and redesigning existing processes in order to make them more efficient and effective.
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Implementing, maintaining, supporting and upgrading financial information systems.
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Performing a variety of professional level financial analysis and budgetary work without close supervision.
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Interpreting, applying and explaining complex laws, policies and regulations.
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Providing strong leadership, training, and fostering teamwork.
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Setting priorities, coordinating multiple projects and meeting critical deadlines.
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Using sound, independent judgment within established policy and procedural guidelines.
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Preparing clear, concise and effective written materials.
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Maintaining accurate records and files.
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Entering and retrieving information from a computer with sufficient speed and accuracy to perform the required work.
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Establishing and maintaining effective working relationships with those contacted in the course of the work.
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PHYSICAL DEMANDS
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Duties require sufficient mobility to work in a normal office setting and use standard office equipment including a computer, vision to read printed materials and a VDT screen and hearing and speech sufficient to communicate in person or over the telephone.
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These requirements may be accommodated for otherwise qualified individuals requiring and requesting such accommodations.
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EDUCATION
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Equivalent to possession of a Bachelor's degree with major coursework in business or public administration, finance, economics, accounting or a field related to the work. Possession of a Master's degree with major coursework in public administration, financial management or a field related to the work is desirable.
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EXPERIENCE
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LEVEL I - GRADE 31:
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Four (4) years of experience in performing professional level budget development and finance administration in a centralized finance control setting. Experience in a public agency is desirable.
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LEVEL II - GRADE 32:
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Six (6) years of experience in performing professional level budget development and finance administration in a centralized finance control setting. Two (2) years of managing ERP system supporting Finance. Experience in a public agency is desirable. Movement to this level is based on departmental need and discretion.
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This class description intends to identify the major duties and requirements of the job and should not be interpreted as all inclusive. Incumbents may be requested to perform job-related duties other than those outlined above and may be required to have specific job-related knowledge for successful job performance.
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FILING DEADLINE: 5/30/23
CONTROL NUMBER: 2305-1400-3101-0001
AN EQUAL OPPORTUNITY EMPLOYER
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