CLASSIFICATION NO. 096
Under direction, to plan, organize, manage, and direct the accounting operations, fiscal staff and multiple distinct financial functions for the County; to prepare and analyze accounting, fiscal and statistical statements and reports; to plan, evaluate, implement and maintain financial systems; and to do other work as required.
The Finance Division with the Department of Finance provides financial administration of the County’s governmental operations, including budgeting, payroll, accounts payable and receivable, grants administration, cost allocation and auditing.
The Finance Manager is responsible for managing the general ledger, auditing, accounts payable, accounts receivable, financial accounting and financial reporting functions of the County’s financial and accounting operations. The incumbent also develops and implements comprehensive accounting and financial information systems, policies and procedures, and analyzes and recommends solutions to highly complex accounting problems.
The Finance Manager differs from other accounting managers which oversee a single accounting function.
Duties may include but are not limited to the following:
- Directs the maintenance and reconciliation of the general and subsidiary ledgers; reviews and approves initial and corrective journal entries; ensures compliance with professional standards and legal requirements.
- Develops, implements and evaluates accounting and financial information systems and controls; analyzes and recommends policies and internal controls; reviews and approves new procedures and forms; provide functional leadership and subject matter expertise for financial software needs, upgrades and interfaces.
- Assists in coordinating annual County and component unit audits; prepares and reviews work papers and consolidated financial reports; develops work schedules to meet audit deadlines; explains accounting policies, procedures and systems to County employees and independent auditors; ensures continued qualification for the Excellence in Financial Reporting certificate from the Government Finance Officers’ Association.
- Oversees the maintenance of financial accounting systems and control records; assists departments and staff in preparing, administering and reporting on transactions; provides professional assistance and training to other County departments in a variety of financial management areas; interprets County fiscal policies and procedures; advises on the propriety of expenditures.
- Conducts surveys, analysis and prepares reports on general accounting procedures and operating problems; analyzes current accounting systems and makes recommendation for improvements; assists with debt issuance related to debt tracking, and required debt reporting, and review of scheduled and unscheduled payoffs as needed to reduce costs.
- Assists in development of fiscal policy and coordination of accounting activities within the County; serves as Finance Department accountant liaison for the Development Agency; provides accounting guidance and monitors data processing for the Agency and provides accounting guidance for capital asset purchases.
- Manages accounts payable function; supervises accounts payable staff, payables recordkeeping and reporting including annual federal reports; maintains payable subsidiary ledger; reviews, reconciles and ensures compliance with professional standards and legal requirements.
- Assists in the preparation and administration of the County’s annual and supplemental budgets as needed; provides technical advice to budget administrators for assigned funds, agencies or districts; reviews budget documents and expenditures; advises on the propriety of expenditures.
- Prepares and reviews financial accounting reports; researches and abstracts technical data, accounting requirements and County policies; develops, recommends and implements fiscal policies and procedures.
- Interprets and applies laws, rules, regulations and fiscal policies and procedures to assigned work functions; monitors, coordinates and makes adjustments to fiscal systems.
- Analyzes data and prepares or oversees the preparation of detailed Federal, State and local financial reports, statements and tax forms; ensures accuracy and compliance with appropriate laws and requirements; stays current with professional and technological trends and standards through participation in workshops, seminars, continuing education and professional memberships.
- Provides professional assistance and training to departments in a variety of financial management areas; participates in professional organizations to remain current with knowledge and professional standards.
- Hires, trains, disciplines, and evaluates supervisory, professional, paraprofessional and clerical support personnel to provide quality service to citizens and County staff; prepares performance evaluations; recommends and administers progressive discipline; conducts and/or facilitates staff training and development programs; promotes cooperative team efforts among staff and with other County departments.
REQUIRED KNOWLEDGE AND SKILLS
Thorough knowledge of: Generally accepted accounting principles, systems, procedures and controls; principles of cost accounting and cost allocation methods; general principles of investments, including arbitrage laws, debt service and bond requirements; principles of financial reporting; professional standards as established by the Financial Accounting Standards Board and the Government Accounting Standards Board; statistical methods; rate making principles; depreciation practices; principles and practices of public administration, including personnel management; participative management theories; account collection procedures and practices; data processing equipment and software applications for accounting systems; Federal, State, and local statutes, rules and regulations applicable to governmental accounting and financing; State of Oregon budget laws; English grammar and composition.
Skill to: Communicate effectively, both orally and in writing; research and analyze complex accounting and financial data; prepare clear and concise financial reports; maintain ledgers and journals; interpret, explain, evaluate and recommend accounting and financial policies and procedures; implement and use complex computerized financial information and reporting systems; provide direction, leadership, motivation to staff in continuous efforts to improve quality, productivity and effectiveness; incorporate team participation in decision making; respond to changes desired by citizens and County staff; establish and maintain effective working relationships with County employees, departments, independent auditors and the public; direct and manage supervisory, professional, paraprofessional and clerical accounting support staff.
Must successfully pass a criminal history check which may include national or state fingerprint records check.
Driving may be necessary for County business. For position(s) with occasional/incidental driving, incumbents must possess a valid driver's license. Accommodation requests for an acceptable alternative method of transportation will be reviewed on an individual basis in compliance with State and Federal legislation. For position(s) with regular driving, incumbent(s) must also possess and maintain an acceptable driving record throughout the course of employment.
MINIMUM RECRUITING STANDARDS
Any satisfactory combination of experience and training that demonstrates possession of the required knowledge and skills.