Assistant Director of Financial Services

Position Description

Under the general direction of the Director of Financial Services, the position oversees major functions of the Financial Services Department including supervising professional, paraprofessional, and clerical personnel involved in varied finance related activities and responsibilities. The position performs advanced managerial and administrative activities of considerable difficulty. Assists in managing a comprehensive financial management system to include procurement, specific accounting functions, debt and treasury management, financial reporting, program performance evaluation, assigned staff, and manages the annual external audit.

Functions as the Director in the absence of the Director.

Works under the general guidance and direction of the Director of Financial Services and/or designee.

Financial Services Staff

The essential functions listed are representative of the work performed by this classification and are not intended to be an exhaustive list of all duties. Responsibilities may vary based on departmental needs while remaining consistent with the general scope and level of the position. Performs other related duties as assigned.

• Assists the Director of Financial Services in planning, directing, coordinating, and overseeing the operations of the Financial Services Department, including Accounting and Financial Reporting, Budget and Financial Planning, Procurement and Contracts, Treasury, Customer Service and Utility Billing, and other assigned programs; serves as Acting Director in the Director's absence.
• Provides leadership, supervision, and direction to supervisory and professional staff by assigning work, establishing priorities, monitoring workloads and performance, conducting evaluations, coaching and developing employees, resolving operational issues, and implementing corrective or disciplinary actions in accordance with City policies.
• Develops, implements, and administers departmental policies, procedures, work programs, internal controls, and best practices to ensure efficient operations, sound financial management, and compliance with applicable federal, state, and local laws, regulations, grant requirements, accounting standards, and City policies.
• Directs the preparation and administration of the City's annual operating and capital budgets, including revenue forecasting, expenditure analysis, capital improvement planning, budget amendments, Truth in Millage (TRIM) compliance, debt service planning, and long‑range financial forecasting; develops financial models and provides recommendations regarding fiscal impacts, funding strategies, and organizational priorities.
• Directs the preparation of the Annual Comprehensive Financial Report (ACFR), State Annual Financial Report, Single Audit, Schedule of Expenditures of Federal Awards (SEFA), and other required financial reports and filings; oversees the annual external audit process and ensures compliance with Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards Board (GASB) standards, Government Finance Officers Association (GFOA) award criteria, and other applicable reporting requirements.
• Oversees accounting operations and financial reporting for City assets, liabilities, revenues, expenditures, payroll, accounts receivable, accounts payable, cash management, debt, capital assets, grants, pension and other post-employment benefits (OPEB), enterprise funds, and related financial activities to ensure accurate accounting records and effective internal controls.
• Directs treasury and investment management activities, including cash flow forecasting, banking relationships, investment portfolio management, debt administration, and compliance with applicable statutes, investment policies, bond covenants, and continuing disclosure requirements; participates in capital financing activities and coordinates with financial advisors, underwriters, bond counsel, and rating agencies.
• Oversees financial management of grants and disaster recovery funding, ensuring compliance with grant agreements and federal and state requirements, including financial reporting, reimbursement requests, documentation, and internal controls for programs such as FEMA assistance.
• Directs utility billing and customer service financial operations, including revenue analysis, rate and fee evaluations, billing accuracy, collections, adjustments, customer account administration, and related financial reporting.
• Leads initiatives to evaluate, implement, and enhance enterprise financial systems, business processes, data analytics, reporting capabilities, system security, automation, and operational efficiencies in coordination with Information Technology and other departments.
• Coordinates responses to internal and external audits; develops, implements, and monitors corrective action plans to address audit findings, strengthen internal controls, and improve financial and operational…