Placer County

Finance & Budget Operations Manager (#19817)

$62.21-$77.69 Hourly / $10,783.07-$13,466.27 Monthly / $129,396.80-$161,595.20 Yearly


DEFINITION

(Unclassified)

To provide administrative direction and oversight with internal divisions of the County Executive’s Office as well as external divisions and departments that encompass financial, budgetary, personnel, and operational activities; to analyze, administer, direct, and manage the County’s annual budget and capital infrastructure planning, as well as other financial projects and plans; to analyze complex and diverse financial information and make policy recommendations and develop plans; to establish and implement assigned program objectives; to develop, direct, and participate in collaborative activities, programs, and projects that cross functional areas; and to provide highly complex administrative and finance management assistance to the County Executive Officer.

DISTINGUISHING CHARACTERISTICS

This single position job class is responsible for providing and maintaining fiscal, budgetary, and management information, and other administrative operational systems on a department-wide basis. This position serves as an advisor to the County Executive Officer and directs the CEO’s management team on a variety of complex budget, financial, and related functions.

SUPERVISION RECEIVED AND EXERCISED

Receives administrative direction from the County Executive Officer or his/her designee.

Exercises direct and indirect supervision over management, supervisory, professional, technical, and/or clerical personnel, as requested.

EXAMPLES OF ESSENTIAL DUTIES

Duties may include, but are not limited to, the following:

  • Serve as Fiscal/Policy Team Director; direct the development and implementation of departmental policies, procedures, and systems; direct the identification and allocation of fiscal, staffing, and material resources; facilitate problem-solving, decision-making, and planning activities of the Department.
  • Plan, direct, manage, and facilitate the Department's budgetary and financial records and reporting systems, management information and data processing systems, administrative and clerical support activities, and other administrative and operational functions as necessary; oversee data-gathering activities related to preparation of cost estimates, financing plans, and forecasts; participate with accounting and operations staff in determining fund balances and year-end procedures; provide strategic technical financial input in internal and external negotiations as required.
  • Identify administrative and operational goals, objectives, priorities, and activities to be accomplished consistent with the Department's mission; develop strategies for the successful achievement of those goals, objectives, and priorities; direct the implementation of accepted strategies and plans.
  • Develop infrastructure construction, use, and financing plans; provide funding strategies and policy recommendations for these projects; monitor ongoing project construction costs, strategize funding sources and the flow of funds with the Facilities Management Department; recommend, coordinate, and manage external financing activities related to construction or acquisition of capital infrastructure projects; negotiate and process contractual agreements related to facilities or financial arrangements.
  • Prepare and review detailed and complex capital project financial analyses and management reports that provide statistical and financial data and information on status of budget/expenditure, appropriations, grant billing, fund source/availability, and projected revenues and expenditures; may analyze development proposals.
  • Advise the County Executive Officer and direct management and finance staff in the implementation of sound financial and budgetary policies as adopted by the Board; prepare long-range financial projections and make strategic recommendations to address fiscal concerns and priority expenditures; prepare and review detailed and complex financial analyses and management reports on projected revenues and expenditures.
  • Direct, coordinate, and manage the preparation of Placer County’s Proposed and Final Budgets; develop justifications for budgetary recommendations; prepare fiscal reports and presentations in adherence with the budget calendar; coordinate the finalization of budgets to ensure the timely submission of budgets to the Board of Supervisors as required.
  • Review, monitor, and direct the financial activity of the County budget, operating and proprietary funds, department budgets, and individual cost centers; supervise and direct the financial functions of the County; recommend new procedures and/or accounting programs; oversee the collection of data and preparation of financial reports; analyze reports to determine performance to established budget(s).
  • Recommend the appointment of personnel; provide staff training; direct, mentor, and motivate staff to achieve high levels of productivity; conduct performance evaluations; implement discipline necessary for the efficient and professional operation of the assigned area of responsibility.
  • Provide budgetary and financial expertise to the County Executive Office (CEO), the Board of Supervisors, the County’s management team, and the public in a professional, responsible, and supportive manner; attend regular and special meetings of the Board of Supervisors; provide professional recommendations on courses of action related to fiscal and policy matters.
  • Act as a representative of the County with outside organizations, local communities, special interest groups, businesses, customers, and the general public utilizing accepted principles of effective customer service.
  • Establish and maintain open communications with other County departments, multi-disciplinary teams, and other governmental organizations; coordinate data, resources, and work products in support of a productive and positive working relationship.
  • Plan, organize, direct, and manage the assigned administrative, operational, and programmatic activities within designated areas of responsibility; monitor and evaluate work in progress to ensure compliance with goals and policies.
  • Manage, direct, evaluate, monitor, and support the management, supervisory, professional, technical, and clerical staff within assigned area(s) of responsibility.
  • Serve as an effective and positive member of the department’s management team; participate in strategic planning, legislative review and analysis, and policy development.
  • Participate in the identification and allocation of resources (fiscal, staffing, supplies, and other); contribute to the problem solving, decision-making, and planning activities of the assigned department.
  • Maintain awareness of and participation in an appropriate external professional environment to ensure the highest level of professional standards are applied to service delivery.
  • Perform related duties as required.

MINIMUM QUALIFICATIONS

Experience and Training
Any combination of experience and training that would provide the required knowledge and abilities is qualifying.  A typical way to obtain the required knowledge and abilities would be:

Experience: At least seven years of administrative work experience in financial management, budgeting, public administration or a comparable field, including four years of supervisory responsibility and management experience.
 
Training: A bachelor's degree from an accredited college or university with major course work in public administration, finance or a related field. A master’s degree is preferred.

License or Certificate:
May need to possess a valid driver's license as required by the position.  Proof of adequate vehicle insurance and medical clearance may also be required.

KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of:

  • Governmental fund budgeting and finance.
  • Principles and modern methods of public and/or business administration with special reference to financial, budget, and personnel management.
  • Advanced principles of financial administration, public budgeting, financial forecasting and long-range planning, infrastructure financing plans, management of information and other administrative operational systems, cost accounting, and financial/economic analysis and its operational applications with specific experience in the same area.
  • Principles and practices of policy development and implementation. 
  • Principles and practices of special project management, report writing, and financial and organizational analysis and reporting.
  • Basic principles and practices of local government.
  • Principles and practices of management, leadership, motivation, team building and conflict resolution.
  • Advanced principles and practices of organizational analysis and human resource planning.
  • Organizational and management practices as applied to development, analysis, and evaluation of programs, policies, and operational needs.
  • Pertinent local, state, and federal rules, regulations, and laws.
  • Principles and practices of supervision, training and personnel management.
  • Standard and accepted office practices, procedures, and equipment.
  • Principles and practices of work safety.

Ability to:

  • Organize, coordinate, and direct multiple, complex County budget processes and activities.
  • Communicate clearly and concisely, both orally and in writing, including the ability to make concise and persuasive public presentations.
  • Direct activities of professional, technical, and clerical staff involved in assigned areas of responsibility; supervise, train, and evaluate personnel.
  • On a continuous basis, analyze budget and technical reports; interpret and evaluate staff reports; know laws, regulations and codes; problem solve department related issues; interpret County policies and procedures.
  • Successfully develop, manage and monitor multiple, detailed budgets.
  • Make presentations to governing boards and community groups; gain cooperation through discussion, persuasion, and negotiation.
  • Think strategically and critically to recognize potential issues associated with a variety of stakeholders involved in the fiscal operations of the agency; exercise discretion and discernment within a politically sensitive environment.
  • Independently interpret and apply pertinent local, state, and federal laws, guidelines, and regulations.
  • Analyze problems, collect and evaluate data, define and select alternative solutions, draw conclusions, formulate recommendations, and project consequences of recommendations.
  • Develop and recommend policies and procedures related to assigned operations and for multi-disciplinary assignments.
  • Apply the principles and practices of personnel administration, motivation, team building and conflict resolution.
  • Perform complex mathematical and statistical calculations accurately.
  • Determine effective methods of research; compile data and present in form most likely to enhance understanding. 
  • Prepare reports, statistical data, forms, questionnaires, and surveys. 
  • Read, analyze, evaluate, and summarize written materials and statistical data.
  • Use a computer and designated software applications at a level sufficient to perform assigned duties.
  • On a continuous basis, sit at desk for long periods of time; intermittently twist to reach equipment surrounding desk; perform simple grasping and fine manipulation; use telephone, and communicate through written means; occasionally lift moderate weight; attend meetings, including traveling. 
  • Establish and maintain effective working relationships with those contacted in the performance of required duties.

CLASS: 19817; EST: 12/1/2004; REV: 6/17/2019;