HomeMy WebLinkAboutResolutions - No. 95-135RESOLUTION NO. 95-135
A RESOLUTION OF THE LODI CITY COUNCIL
APPROVING THE REVISED CLASS SPECIFICATION
FOR FINANCE DIRECTOR
BE IT RESOLVED, that the Lodi City Council does hereby approve the revised
class specification for the Finance Director, as shown on Exhibit A, attached hereto.
Dated: October 18, 1995
I hereby certify that Resolution No. 95-135 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held October 18, 1995, by the following
vote:
AYES: COUNCIL MEMBERS - Davenport, Pennino, Sieglock, Warner
and Mann (Mayor)
NOES: COUNCIL MEMBERS - None
ABSENT: COUNCIL MEMBERS - None
ABSTAIN: COUNCIL MEMBERS - None
95-135
CITY OF LODI
FINANCE DIRECTOR
DEFINITION:
OCTOBER 18, 1995
Under administrative direction, plans, organizes, and directs the financial function of the City and
serves as the City Treasurer. Responsible for the development and maintenance of an effective
departmental organization in delivering support services to the operating departments and public
in the areas of disbursements, accounts receivable, payroll, utility billing, business tax receipts,
purchasing, financial reporting, data processing, cash management, and financial planning;
performs related work as assigned.
DISTINGUISHING CHARACTERISTICS:
This single position class has department head
level responsibility 'for overall policy development, program planning, fiscal management,
administration and operation of the City's finance divisions which include Revenue, Field
Services, Accounting, Purchasing, Data Processing, and Financial Administrative Services. The
incumbent is responsible for formulating financial policy, developing goals and objectives,
supervising staff, ad+ninisterinj the al budget and diFe6ting directing the preparation of the
two-year financial plan and annual budget, and the day-to-day financial operations of the City.
Assignments allow for a high degree of administrative decision making in their execution.
EXAMPLES OF DUTIES:
Duties may include, but are not limited to the following:
Develops and directs the implementation of goals, objectives, policies, procedures, and work
standards for the Finance Department; prepares and administers the department's budget.
Plans, organizes, assigns, directs, reviews, and evaluates the work of assigned staff, selects
personnel and provides for their training and professional development; interprets City
policies to employees.
Provides professional assistance to members of City departments on finance and related matters in
areas of responsibility.
Formulates and implements policies, procedures, and systems pertaining to financial
recordkeeping, controls, and reporting; provides comprehensive financial management
services and solves varied accounting and collections problems.
Analyzes revenue -generating and cost -reducing proposals for capital and operating programs and
prepares revenue projections.
Secures financing packages utilizing tax-exempt financing; manages the City's investment
portfolio including daily investments as well as long-range investment policies.
Directs the design and implementation of an automated and integrated financial accounting
system; organizes and administers effective accounts receivables and payables reporting
and collection procedures.
FINADIRT.DnCF4A4 DA4T-&A6
CLASS SPECIFICATION CITY OF LODI
FINANCE DIRECTOR Page 23 of 33
EXAMPLES OF DUTIES (Cont'd):
Conducts or directs financial and other studies; develops and reviews reports of findings,
alternatives, and recommendations.
Manages and directs the purchase, storage, and issuance of supplies, materials, and equipment
used by the City; manages and directs data processing operations and programs.
Directs the collection of assessed taxes, fees, and charges from City businesses, property owners,
and residents.
Administers the maintenance of City property records and inventories.
Makes presentations of city financial status and operations to the City Council; represents the
City in meetings with governmental agencies and professional and business organizations.
Monitors developments related to finance and accounting matters; evaluates their impact upon
City operations and financial programs and recommends and implements policy and
procedural improvements.
Administers and coordinates the annual external audit process.
MTNIMUM QUALIFICATIONS:
Knowledge of:
Principles and practices of general, fund, and government accounting, including financial
statement preparation and methods of financial reporting.
Principles and practices of business computer user applications.
Applicable city, state, and federal laws and regulations.
Organizational planning techniques, including staffing, goals and objectives, and work standards
development.
Laws regulating the investment of public funds.
Administrative principles and practices, including goal setting, program and budget development.
Ability to:
Plan, organize, assign, direct, review, and evaluate the work of assigned staff.
Select and motivate staff and provide for their training and professional development.
Plan, organize, and direct a wide variety of financial, data processing, insurance, and purchasing
programs and activities.
Evaluate financial and other data and programs, and provide recommendations for improvements.
Interpret, explain, and apply city, state, and federal laws regulating City financial accounting,
reporting and recordkeeping, investment of funds, and borrowing.
Develop and implement financial, audit, and systems procedures and controls.
Evaluate the earning potential of tax-exempt investments and direct investment activities.
FINADIRT. D(1CF/,V,}9IRT-BERG
CLASS SPECIFICATION CITY OF LODI
FINANCE DIRECTOR Pape 33 of 33
Ability to:
Prepare clear, concise, and complete financial statements, reports, and other written materials.
Exercise sound, independent judgment within general policy guidelines.
Represent the City effectively in contacts with governmental ,and regulatory agencies, outside
consultants and counsel, and business and professional groups.
EDUCATION AND EXPERIENCE:
Any combination equivalent to experience and education that would likely provide the required
knowledges and abilities would be qualifying. A typical combination is:
Education:
Equivalent to graduation from a four year college or university with major coursework in
accounting, business administration, finance, or a closely related field.
Experience:
Four years of management or supervisory experience in accounting or financial management,
preferably in a public agency or governmental setting.
LICENSES AND CERTIFICATES:
Possession of an appropriate, valid Driver's License from the California Department of Motor
Vehicles.
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