THE TOWN
The award-winning Town of Windsor is located in Sonoma County and offers the highly acclaimed wine country experience, along with economic opportunity, temperate weather, safe and well-maintained streets and parks, and a beautiful location. The Town has a population of 28,565 and is situated 60 miles north of San Francisco, 20 miles east of the Pacific Ocean, and 8 miles northwest of the County Seat in Santa Rosa. Incorporated as a common law city in July 1992, Windsor provides a modern, relaxed lifestyle with a growing retail and industrial center for the North County. The Town is currently on a 4/10 work schedule from Monday through Thursday, and is closed on Friday, allowing employees more time to enjoy a work-life balance.
DEFINITION
Under general direction provides complex professional assistance to the Administrative Services Director; plans, coordinates and manages a wide variety work relating to the preparation, review, implementation and analysis of the budgets of the Town; conducts a broad range of organizational, systems and procedural analysis involving any and all levels of the Town government as assigned; administers current and long-term planning activities; supervises banking activities and investment portfolio; prepares cash flow projections; provides highly complex and responsible support to the Administrative Services Director in areas of expertise; and performs related work as required.
CLASS CHARACTERISTICS
This is a management level position responsible for performing diverse, specialized, and complex work involving significant accountability and decision-making responsibility, with direct management over the planning, coordination, administration and supervision of the budget and financial analysis functions of the Town. The incumbent must possess a significant level of specialized, technical and functional expertise and exercise a high level of independence in performing duties. Successful performance of the work requires extensive and broad professional background, and skill in coordinating assigned work with that of other Town departments and public agencies including Town Council, Commissions and Committees. This position is distinguished from the Administrative Services Director in that the latter has overall responsibility for all Finance related programs, policies and services, incorporation of those policies and activities Town-wide, and setting operational goals and objectives that further the Town’s goals and objectives.
EXAMPLES OF ESSENTIAL FUNCTIONS (Illustrative Only)
Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job.
*Participates in the development, administration, and oversight of the Town budget; prepares, calculates, and analyzes a variety of financial reports and data in the preparation of the bi-annual operating and Capital Improvement Program budgets; directs the monitoring of and approves expenditures; recommends adjustments as necessary.
*Manages and participates in all activities related to the Town’s budget and financial analysis function, including contract review and approval and oversight of purchase orders, encumbrances, and year-over-year appropriation management.
*Plans, organizes, leads, and controls the work of staff involved in performing budget and financial analysis.
*Conducts research and provides complex financial analyses related to economic data, trends, forecasts and projections.
*Presents information to legislative bodies, community groups and employee groups, and answers questions.
*Supervises the Town’s banking activities and investment portfolio, reviews cash flow projections, and quarterly investment reports in accordance with the Town’s guidelines and policies.
*Provides highly complex staff assistance to the Administrative Services Director; develops and reviews staff reports, and other necessary correspondence related to assigned activities and services; presents reports to various commissions, committees, and boards.
*Participates in the selection of, trains, motivates, and evaluates assigned personnel; works with employees on performance issues; recommends discipline to the Director.
*Participates in the development and implementation of goals, objectives, policies, and priorities for the division; recommends within departmental policy, appropriate service staffing levels; recommends and administers policies and procedures.
*Receives, investigates, researches and responds to difficult and sensitive problems and complaints in a professional manner; identifies and reports findings and takes necessary corrective action.
*Performs other duties as assigned.
QUALIFICATIONS
Knowledge of:
-Principles, practices, methods and terminology used in public budgeting and accounting.
-Principles and practices used to develop financial projection, both short and long-range.
-Principles and practices of contract administration and evaluation.
-Techniques and procedures used in analysis and financial research.
-Principles and practices of organization, management and service systems of public agency.
-Statistical record keeping and interpretation.
Ability to:
-Prepare, plan, analyze and monitor the budget of a public organization.
-Organize work, set priorities and exercise sound independent judgement within established guidelines, including using creative ways to solve issues.
-Organize, coordinate and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines.
-Conduct complex research, evaluate alternatives and make sound recommendations.
-Perform financial and organizational analyses involving statistics and service delivery systems.
-Communicate technical material clearly and concisely, both orally and in writing.
Education and Experience:
Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be:
Graduation from an accredited four-year college or university with major coursework in accounting, finance, business or public administration or a related field, and five (5) years of progressively responsible professional experience in governmental finance and/or budget administration experience, preferably in a public agency setting.
Licenses and Certifications:
Possession of, or ability to obtain, a valid California Driver’s License by time of appointment.
APPLICATION PROCEDURE:
A completed Town of Windsor application and supplemental questionnaire are required. Applications can be submitted through our website www.townofwindsor.com. Resumes will not be accepted without an application. Application materials will be accepted by the Town of Windsor Human Resources Division until Tuesday, January 28 at 5:00 p.m. Closing date postmarks will not be accepted. For questions contact Human Resources at (707) 838-5310.
THE SELECTION PROCESS
Applications will be screened and those considered best qualified will be invited to appear for a practical exam, an oral interview or both. Meeting the announced requirements does not guarantee inclusion in the selection process. Once the recruitment has closed, please check your e-mail for any updates on your status in the interview process. The Town of Windsor Human Resources Department will make reasonable efforts in the examination process to accommodate qualified disabled applicants. Individuals with disabilities who would like to request an accommodation in the testing process must inform the Human Resources Division in writing by the final filing date.
EMPLOYMENT INFORMATION
Employment offers are normally made following reference and background checks and are always contingent upon fingerprint clearance and successful completion of a pre-employment physical examination given by a Town-designated physician. Employment is contingent upon verification of identity and legal right to work in the United States as required by the Immigration Reform and Control Act (IRCA). Information contained in this announcement does not constitute either an expressed or implied contract. These provisions are subject to change. All appointments are subject to the Town Manager's approval.
The Town of Windsor is an Equal Opportunity Employer
