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.

ESSENTIAL FUNCTIONS

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, SKILLS, & ABILITIES

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.

MINIMUM QUALIFICATIONS

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.

PREFERRED QUALIFICATIONS

Master’s degree with major coursework in accounting, public or business administration, or a field related to the department’s operation.

JOB LOCATION

City Hall Annex. Occasional travel to other City locations and other municipalities may be required.

ADDITIONAL POSITION INFORMATION

Physical Requirements: Prolonged periods of sitting at a desk and working on a computer, occasional standing, walking, bending/twisting, pushing/pulling up to 10 lbs., lifting up to 10 lbs. Environmental Conditions: Exposure to dim or bright lights. Sensory Requirements: Some tasks require the ability to perceive and discriminate visual cues or signals. Some tasks require the ability to communicate orally. Equal Opportunity Employer Equal Opportunity Employer: The City of Apopka is an Equal Opportunity Employer that recognizes a moral, ethical, and legal responsibility to provide fair and equitable consideration of applicants and employees without regard to race, color, religion, ancestry, age, national origin, place of birth, sexual orientation, or other non‑job‑related factors. The City affirms its commitment to a policy not only of nondiscrimination but also to a process of equal employment opportunity in all departments of City government to ensure that employment is extended to all qualified persons. When requested, the City will make reasonable accommodations for individuals with disabilities. The City complies with all applicable laws and actively promotes fairness and equity in its employment practices. ADA Statement: The City of Apopka is an equal opportunity/affirmative action employer committed to achieving excellence and strength through diversity. Americans with Disabilities Act (ADA) compliance requires the City to provide reasonable accommodations and to invite discussion of accommodations. #J-18808-Ljbffr Apopka Planning Commission