CLACKAMAS COUNTY

CLASSIFICATION NO. 794
Established: 7/86
Revised: 1/93, 12/07
FLSA: Exempt
EEO: 1

WES FINANCIAL SERVICES MANAGER

CLASS CHARACTERISTICS

Under general direction, to plan, organize, supervise and manage department functions related to budgeting, auditing, financial forecasting and planning, accounting, financial management information systems, risk management, and purchasing; to prepare and administer bond issues, grants and other complex financing measures for various operating and capital improvement projects; and to do other work as required.

DISTINGUISHING CHARACTERISTICS

The Department of Water Environment Services (WES) manages and operates the County's utility service districts, including sewerage facilities, collection systems, pumping stations, treatment plants, and storm and surface water facilities and structures. 

The WES Financial Services Manager is responsible for all financial operations of County special districts, including budgeting, auditing and cost accounting for each separate district. Other responsibilities include risk management, long range financial planning, operating and capital budgets, assessment district and capital improvement financing, bond sales, cash management, investments, rate making, grants administration, automated financial information systems and financial reporting activities.

The WES Financial Services Manager differs from the Director, Department of Finance which directs the financial administration of the County's governmental operations and oversees several other general services divisions.  It also differs from the Administrative Services Manager, Senior, which oversees administrative functions for a department, but is not responsible for complex regulatory or financing issues.

TYPICAL TASKS

Duties may include but are not limited to the following:

  1. Provides complex staff assistance to the department director and management leadership team related to budget administration, financial forecasting and planning, and accounting and billing systems; analyzes and develops financial and investment policies and internal accounting controls; ensures compliance with professional accounting and auditing standards and legal requirements; advises on the legality and propriety of expenditures and purchasing practices; responsible for risk management, capital improvement financing, bond sales, rate calculating and purchasing functions.
  2. Oversees the acquisition of revenues for department operations, capital improvements and assessment districts; conducts studies on costs-of-services, systems development charges and revenue requirements to establish service rates, loan applications and bond issues to finance capital construction projects.
  3. Participates in the management leadership team and in the development and modification of department priorities, goals, objectives and policies; establishes financial initiatives and standards.
  4. Hires and directs professional and accounting staff to provide quality services to citizens and County staff; prepares performance evaluations; recommends and administers progressive discipline; conducts and/or facilitates staff training and development programs; delegates assignments, promotes cooperative team efforts among staff and with other County departments. 
  5. Participates in local, regional and state organizations, commissions and task forces to promote and coordinate intergovernmental programs and public policies; negotiates intergovernmental agreements; represents the department on legislative issues related to department operations; drafts, advocates and testifies on proposed legislation.
  6. Researches, mediates and resolves technical, sensitive and/or controversial issues and concerns for internal and external customers;  coordinates department work efforts and objectives with other county departments or divisions and the community; represents the department to elected officials, outside agencies, the community and media.
  7. Directs the development of operating and capital budgets; assists in presenting budget proposals to County budget committee and Board of County Commissioners; monitors and controls revenues and expenditures; researches and recommends funding sources and cost control measures.
  8. Oversees the preparation of complex reports involving cost accounting, fiscal operations, public financing, legal requirements, statistical and economic analysis, grants, state and federal funding and other financial, legislative or regulatory issues.
  9. Coordinates the selection, installation, evaluation and maintenance of automated billing, financial information and management information systems; develops priorities and coordinates system goals and operations.
  10. Prepares and reviews annual audit reports, work papers and financial statements; develops work schedules to meet audit deadlines; explains accounting policies, procedures and systems to independent auditors.
  11. Participates in labor relations bargaining activities.

REQUIRED KNOWLEDGE AND SKILLS

Thorough knowledge of:  Principles, methods and techniques of public administration, personnel management and budget/grant administration; generally accepted accounting principles, systems, procedures and controls; principles of cost accounting and cost allocation methods; principles of investments and capital investments, including debt instruments and financial markets; principles of financial reporting; professional standards as established by the Financial Accounting Standards Board and the Government Accounting Standards Board; statistical methods; rate making and revenue requirement principles; depreciation practices; federal, state and local statutes, rules and regulations applicable to governmental accounting and department operations; public funding sources and financing methods; State of Oregon budget laws; state and local government operating methods and procedures; principles and techniques of contract preparation, negotiation and administration; environmental and economic regulatory intent and process; legislative and rule making processes.

Skill to:  Communicate effectively, both orally and in writing; prepare and deliver oral presentations to public and private groups; formulate and implement operating, fiscal and administrative policies; plan, develop and evaluate funding requirements; prepare and analyze budget requests and grant proposals; review contracts for compliance with County policies and legal requirements; interpret, explain, evaluate and recommend accounting policies and procedures; implement and use computerized financial information and reporting systems; establish and maintain effective working relationships with government agencies, elected officials, County employees and the public; understand, interpret and apply Federal, State and local statues, rules and regulations applicable to government accounting, and regulatory and legislative matters.

OTHER REQUIREMENTS

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.