Budget and Financial Planning Manager

GENERAL DESCRIPTION

The purpose of this position is to perform as the primary budget officer of the department or major division. The officer analyzes, prepares, and monitors a large, complex operating and CIP budget, reviews budget requests and objectives with supervisors, formulates budget proposals and projections, and supervises the monitoring and implementation of the budget including approval of expenditures and charges and management of grants.

This role involves independent judgment based on knowledge gained through education and experience. It is a management position performed under the general supervision of the Finance Director.

• Plan, organize, and supervise the administrative staff responsible for financial/budget management.
• Serve as the lead budget officer for financial systems, budgets, policy and procedure.
• Analyze the City’s program planning and capital budgets.
• Review budget requests and ensure compliance with financial objectives and budgets.
• Prepare, develop, and manage the City’s grant proposals and applications to meet short‑term and long‑term operating and capital requirements.
• Prepare, develop, and monitor a Five‑year Capital Improvement Program and budget.
• Develop and maintain a Grant Status Database/Report to provide updates on grant‑funded projects and activities.
• Plan, direct, and supervise assignments of subordinate personnel performing a variety of support activities.
• Implement personnel policies and procedures. Supervise and coordinate personnel transactions affecting departmental/divisional personnel; coordinate hiring and termination of personnel.
• Identify operational or policy problems.
• Collect, analyze, and prepare staff recommendations including solutions and methods of implementation.
• Prepare council agendas.
• Conduct special studies as assigned, including evaluating the effectiveness and usefulness of customer service policies, department/division operational procedures and technical equipment specifications.
• Maintain a comprehensive, current knowledge of applicable laws/regulations.
• Maintain an awareness of new trends and advances in the profession.
• Read professional literature.
• Maintain professional affiliations.
• Attend workshops and training sessions as appropriate.
• Perform related duties as required.

• Knowledge of the principles and practices of municipal and business administration.
• Knowledge of financial and budgetary principles and procedures.
• Knowledge of research methods and techniques.
• Knowledge of principles and practices of budget preparation and administration and personnel administration.
• Knowledge of City and other governmental financial reporting and accounting procedures, or the ability to acquire such knowledge during a reasonable period of training.
• Skill in Microsoft Office software including Excel, Word, PowerPoint, and Outlook.
• Ability to apply administrative and support services to the effective development, management, and evaluation of department programs.
• Ability to analyze management and financial reports.
• Ability to discern trends and apply analytical techniques.
• Ability to analyze administrative problems, make sound recommendations, and prepare working procedures and reports.
• Ability to plan, direct, and supervise the work of subordinates.
• Ability to communicate effectively both orally and in writing.
• Ability to establish and maintain effective and amiable relationships with City Council members, leadership, supervisors, residents, customers, employees, other departments, and agencies.

• Bachelor’s degree with major coursework in accounting, public or business administration, or a field related to the department’s operation.
• Seven (7) years of experience in financial management plus considerable experience in management and administration involving staff and support service functions.
• Valid Florida Driver’s license. A valid out‑of‑state license is acceptable, but selected candidates must obtain and provide a valid Florida driver’s license within thirty (30) days of start date.

• Master’s degree with major coursework in accounting, public or business administration, or a…