Assistant Director of Financial Planning and Analysis

Finance Manager

Under general direction, plans, organizes, and manages analysts within the Finance Department including financial transaction analysis, reporting, and recordkeeping in accordance with Generally Accepted Accounting Principles (GAAP) and Federal, States, and Local laws and policies. Plans, organizes, implements, and evaluates the preparation and distribution of periodic financial statements, budgets, forecasts and trend analyses, revenue and expenditure projections, cash management and cash flow analyses, and other financial activities.

Essential Functions

• Plans, manages, and oversees the daily functions, operations, and activities of the Finance Department's functions, including preparing, monitoring, forecasting, and analyzing financial information, financial processing, reporting, and record-keeping;
• Participates in the development, administration, and oversight of the department budget; determines funding needed for staffing, equipment, materials and supplies; ensures compliance with appropriated funding;
• Develops and standardizes procedures and methods to improve and continuously monitor the efficiency and effectiveness of assigned programs, service delivery methods, and procedures; assesses and monitors workload, administrative, and support systems, and internal reporting relationships; identifies opportunities and makes recommendations for improvement;
• Manages, coordinates, prepares, and analyzes long-term financial plans including annual operating and capital budgets, monthly / quarterly budget to actual review, and forecasting and long-term financial planning;
• Establishes, recommends, updates, coordinates, and manages a variety of financial policies and procedures including general accounting, financial analysis, procurement, debt management, investment management, grant management and capital asset management; prepares and updates the City's comprehensive financial plan document;
• Prepares and analyzes a variety of complex financial reports, statements, and schedules; prepares periodic and special reports, including monthly, quarterly and annual financial reports, State Comptroller reports and the City's Comprehensive Annual Financial Report (CAFR);
• Prepares and presents staff and agenda reports and other necessary correspondence related to assigned activities and services; presents reports to various commissions, committees, and boards;
• Conducts a variety of organizational and operational studies and investigations; recommends modifications to assigned programs, policies, and procedures, as appropriate;
• Serves as a liaison for assigned functions with other City departments, divisions, and outside agencies; provides staff support to commissions, committees, and task forces as necessary;
• Receives, investigates, and responds to difficult and sensitive problems and complaints in a professional manner; identifies and reports findings and takes necessary corrective action;
• Perform other assigned duties as required.

Qualifications