Highly responsible executive level position assisting in directing the Finance Department, ensuring the integrity and reliability of the financial, budgetary and management systems of the Town. Duties include designing, planning, directing, overseeing and coordinating the Town’s financial operations, including activities relating to the Town’s accounting functions, procurement functions, audit, financial investments and planning, fiscal reporting, debt management, treasury functions including cash management, billing, budget development and administration, financial/tax reporting, policy/procedure implementation, payroll administration, fixed assets, customer service and other financial activities.

The following duties are normal for this position. The omission of specific statements of the duties does not exclude them from the classification if the work is similar, related, or a logical assignment for this classification. Other duties may be required and assigned.

Supervises, directs, evaluates assigned staff, providing direction, guidance, assistance and training as needed; processes employee concerns and problems, directing work, counseling, disciplining and completing employee performance appraisals; conducts interviews and makes hiring recommendations; coordinates training activities; coordinates daily work activities; organizes, prioritizes and assigns work; monitors status of work in process and inspects completed work; consults with assigned staff, assists with complex problem situations, providing technical expertise and assistance.

Assists in interpreting, applying and ensuring compliance with established policies and procedures, internal controls, governmental accounting standards, state statutes and other applicable laws, codes, rules, regulations, standards and bond covenants; assists with the development and implementation of policies, procedures and internal controls pertaining to financial operations; and initiates any actions necessary to correct variances, deviations or violations.

Assists in coordinating the activities of the Town’s Audit Committee and ensures proper selection and appointment of committee members and acts as Town Liaison at all Audit Committee meetings.

Consults with Finance Director, Town officials and department heads to review Town financial operations, department operations/activities, review/resolve problems, receive advice/direction and provide recommendations; prepares various reports for Town Manager and Town Council.

Provides financial information or expertise to Finance Director, Town officials, departments, the public or other agencies; provides guidance/assistance to other departments on budget, accounting, purchasing or other issues; responds to questions or complaints from citizens or Town personnel

regarding financial issues or department operations; provides information, researches problems and initiates problem resolution.

Coordinates and assists in preparation of the Town’s annual operating and capital improvement budgets to include; compiling, reviewing and processing departmental requests, verifying budgetary information for completeness, accuracy and adherence to guidelines, attending budget meetings with the Finance Director, Town Manager, Senior Directors and Department Heads, document preparation, preparation of advertisements and preparation of agenda items.

Works with Finance Director to prepare proposed Town budget for presentation to Town Council; administers budget as approved/adopted by Council; reviews and approves purchases and expenditures; monitors expenditures to ensure compliance with approved budget and with established policies and procedures.

Assists in developing and implementing policies and procedures pertaining to financial operations and activities; develops and implements internal control systems and procedures to reduce potential of errors; develops and updates travel policies and investment policies.

Develops long-term and short-term financial plans, goals and objectives for the Town; develops budget forecasts; prepares five-year capital improvement plans; conducts long-term financial planning; identifies and recommends funding sources and timeframes for capital projects.

Assist in preparing the Annual Comprehensive Financial Report in conformance with guidelines of GFOA Certificate of Achievement for Excellence in Financial Reporting.

Assists in overseeing investment activities and makes investment decisions; prepares and distributes investment reports to communicate status/results of investment activities; interacts with financial advisors as appropriate.

Monitors compliance with bond covenants; recommends structure of Town bond issues.

Oversees accurate maintenance of general ledger and subsidiary records; oversees accounting for cash receipts; prepares and approves journal entries; reviews coding of transactions to ensure proper assignment; reviews monthly bank reconciliations.

Ensures timely and accurate preparation and submission of various financial reports to state/federal agencies, Town departments or other individuals as appropriate.

Coordinates changes to the Town’s procurement policy required to comply with regulations or to improve process compliance.

Monitors contract administration and vendor performance throughout the Town as well as assisting and conferring with departments to determine purchasing needs and specifications.

Oversees payroll administration; reviews payroll for accuracy and approves for payment; approves pay increases; approves changes to employee master files. Supervises the procurement and payroll functions in accordance with approved Town policies and related applicable laws; reviews requisitions and purchase orders for compliance with established policies.

Prepares requests for proposal (RFPs) for various services; reviews proposals and provides recommendations.

Oversees the Town’s fixed asset management system and processes. Assists in identifying and resolving issues such as proper asset threshold limits, fund and asset category review, financial system structure, asset capitalization, construction work in progress and asset depreciation.

Administers and maintains oversight of all revenue sources, collections, processing and reporting.

Prepares or completes various forms, reports, correspondence, journal entries, financial reports, budget documents, investment reports, requests for proposal, performance reviews, spreadsheets and other documents.

Reviews periodic budget variance reports for Town funds, performs fluctuation analysis identifying variances and prepares detailed reports. Utilizes the information obtained from monthly fluctuation reports to assist the Finance Director and department heads in preparation of annual budgets and financial forecasts.

Receives various forms, reports, correspondence, budget documents, budget/financial reports, annual financial report documents, journal entries/transactions, bank reconciliations, cash receipt reports, purchase orders, invoices, payroll documents/reports, employee action forms, time sheets, proposals, contracts, agreements, general ledger codes, accounting standards, publications, ordinances, statutes, policies, procedures, manuals, directories, internet resources, reference materials or other documentation; reviews, completes, processes, forwards or retains as appropriate.

Oversees maintenance of department files/records; ensures disposal of obsolete or sensitive documentation in accordance with applicable laws and established procedures.

Oversees staff in maintaining confidentiality of departmental issues and documentation.

Communicates with employees, other departments, Town officials, financial advisors, consultants, attorneys, auditors, underwriters, rating agencies, financial institutions, vendors, other municipalities, state/federal agencies, outside agencies, the public, the media and other individuals as needed to coordinate work activities, review status of work, exchange information, resolve problems or give/receive advice/direction.

Performs research and analysis of various issues as needed.

Performs other related duties as required.

Bachelor’s degree in Accounting, Finance, Business Administration or closely related field

Eight (8) years previous experience that includes progressively responsible governmental accounting, financial management, budget preparation/administration, long range financial planning, municipal investments, general accounting, fund accounting, financial reporting, fiscal record maintenance, accounting controls, management and personal computer operations; or any equivalent combination of education, training and experience which provides the requisite knowledge, skills and abilities for this job.

Must possess and maintain a valid Florida driver’s license. For application purposes, a valid driver’s license from any state (equivalent to the State of Florida Class E) may be utilized; with the ability to obtain the State of Florida driver’s license within thirty (30) days from the date of employment.

PREFERRED QUALIFICATIONS

Master’s degree in Accounting, Finance, Business Administration or closely related field

Licensure as a CPA and/or Certified Government Financial Officer (CGFO)

Financial management experience

Work requirements for mental, physical, or other important issues which relate to the job.

Data Utilization: Requires the ability to review, classify, categorize, prioritize, and/or analyze data. Includes exercising discretion in determining data classification, and in referencing such analysis to established standards for the purpose of recognizing actual or probable interactive effects and relationships.

Human Interaction: Requires the ability to apply principles of persuasion and/or influence over others in coordinating activities of a project, program, or designated area of responsibility.

Equipment, Machinery, Tools, and Materials Utilization: Requires the ability to operate, maneuver and/or control the actions of equipment, machinery, tools, and/or materials used in performing essential functions.

Verbal Aptitude: Requires the ability to utilize a wide variety of reference, descriptive, and/or advisory data and information.

Mathematical Aptitude: Requires the ability to perform addition, subtraction, multiplication and division; ability to calculate decimals and percentages; may include ability to perform mathematical operations with fractions; may include ability to compute discount, interest, profit and loss, ratio and proportion; may include ability to calculate surface areas, volumes, weights, and measures.

Functional Reasoning: Requires the ability to apply principles of rational systems; to interpret instructions furnished in written, oral, diagrammatic, or schedule form; and to exercise independent judgment to adopt or modify methods and standards to meet variations in assigned objectives.

Situational Reasoning: Requires the ability to exercise judgment, decisiveness and creativity in situations involving the evaluation of information against sensory, judgmental, or subjective criteria, as opposed to that which is clearly measurable or verifiable.

ADA COMPLIANCE

Physical Ability: Tasks require the ability to exert very moderate physical effort in light work, typically involving some combination of stooping, kneeling, crouching and crawling, and which may involve some lifting, carrying, pushing and/or pulling of objects and materials of moderate weight (12-20 pounds).

Sensory Requirements: Some tasks require the ability to perceive and discriminate colors or shades of colors, sounds, depth, and visual cues or signals. Some tasks require the ability to communicate orally.

Environmental Factors: Performance of essential functions may require exposure to adverse environmental conditions, such as dirt, dust, pollen, odors, wetness, humidity, rain, fumes, temperature and noise extremes, electric currents, traffic hazards, bright/dim light, toxic agents, violence, disease, pathogenic substances, or animal attacks.

The Town of Jupiter, Florida, is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the Town will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.