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Finance Director

July 18, 2024

 

 

Summary/Objective 

General management and supervision, through subordinate supervisors of a multi-functional department including Finance, Purchasing, Utility Billing/Reading/Service.  In addition, this person may act as the City Treasurer if contracted with Council.

 

  • Selects, trains, schedules, coaches, counsels and recommend discipline, and supervises employees in the Utility Billing, Purchasing and Finance Departments; communicates job expectations; plans, monitors, appraises and reviews job contributions; enforces policies and procedures.

 

  • Invests available municipal funds and funds held in trust by the municipality to the greatest advantage.

 

  • Monitors the City’s financial position and prepares reports as required for presentation to the City Manager and Council. Develops methods, procedures and guidelines for financial accounting of grants.

 

  • Maintains all aspects of municipal fund investment; administers municipal debt.

 

  • Confers and works with cooperating bankers, brokers and investment agencies.

 

  • Conducts research to maximize income from investments while maintaining goals of minimizing risk consistent with statutes.
     
  • Advises City Manager as to advertising and sale of bonds.
    Seeks ways to manage and retire bonds to the City’s financial advantage.
     
  • Participates in planning for long range capital improvements.

 

  • Is primarily responsible for the  preparation of the Annual Fiscal Year Municipal Budget and Trust Funds.

 

  • Monitors and reports on revenues and expenditures in comparison to budget during the fiscal year.

 

  • Cooperates with other City departments to further fiscal responsibility.

 

  • Maintains records and submits reports as required by the City Manager and statute.

 

  • Oversees City Council, Sapulpa Municipal Authority, Sapulpa Development Authority Finances and G.O. Bond Projects.

 

  • Develops and administers the Finance Department annual budget.

 

  • Interprets and explains regulations, policies, procedures and specifications.

 

  • Oversees and prepares reports, informational items, specifications and agenda items for various boards and meetings related to the departments they supervise.

 

  • Assists the City’s auditors as required in their preparation of certified annual reports and statements.

 

  • Attends meetings and conferences as required by the City Manager or in conjunction with the performance of assigned duties.

 

  • Coordinates with the appropriate personnel lead in maintaining and upgrading the City’s computerized financial records.

 

  • Expected to attend Council, Admin and Finance, and other meetings as requested by the City Manager.
     

Competencies

 

  1. Financial Management.
  2. Ethical Conduct.
  3. Thoroughness.

Supervisory Responsibility

 

The Finance Director has supervisory responsibilities for three departments.

 

Work Environment

 

This job operates in an office setting.  This role routinely uses standard office equipment. 

 

Physical Demands

 

This is a largely sedentary role, however some filing is required.  This would require the ability to lift files, open filing cabinets and bend, stoop, or use a step stool to access files or supplies.

 

Position Type and Expected Hours of Work

 

This is a full-time position; typical work hours and days are Monday through Friday, consistent with the hours of City Hall.

 

Travel

Occasional travel is expected for this position. 

 

Required Education and Experience

 

  1. Degree in Accounting or a combination of education and experience to perform the essential functions of the position.

Preferred Education and Experience

  1. CPA
  2. Two years’ municipal  experience

Other Duties

 

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

 

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