TOWN OF HIGHLAND BEACH

 

Position: Finance Director

Department: Finance

Status: Full-Time Permanent (40 hrs./wk)

Department Code: 001-513.000

Classification: Exempt

Immediate Supervisor: Town Manager

Pay Grade: 33

Directly Supervises:

Accounting/Payroll Officer (FT), Lead Postal Clerk (FT), and 2-Postal Clerks (PT)

Salary Range:            

Hourly: $35.03 – $56.05 

Annually: $72,860.00 – $116,575.00

Position Summary:This is an Administrative Officer position, performing director level work in the Finance Department.  Responsible for performing a variety of complex supervisory, professional, administrative and technical finance/accounting functions including budget preparation, allocating cash reserves to investment managers, purchasing/procurement activities, and utility billing.  Administers the Risk Management and Insurance programs. 

Essential Duties and Responsibilities:

Overall

  • Directs the financial administration of the Town, including maintaining a general accounting system in conformance with generally accepted governmental accounting practices.
  • Review and recommend benefit plans including healthcare.
  • Participate in union negotiations and project out costs of compensation and benefits.
  • Supervises the collection of all monies, including tax, license fees, utility payments, and general revenues.
  • Supervises the disbursement of Town funds.
  • Directs cash management, directs and performs investment activities.
  • Manages debt, i.e. debt service reserves and requirements.
  • Confers with the town manager and department heads regarding fiscal and accounting policies, procedures and problems.

Administration

  • Supervises all Finance Department staff in the following areas: general ledger maintenance and updating, cash receipts and revenues, cash disbursements, payroll, insurance, investment of Town funds, and fixed asset maintenance and updating.
  • Reviews and approves all accounts payable items.
  • Reviews and approves all purchase orders and requisitions.
  • Verifies availability of funds in the budget.
  • Verifies that account codes are properly classified.
  • Oversees risk management through the administration of liability, property and casualty insurance.
  • Supervises and manages the activities of Post Office personnel and operations.
  • Represents the Finance Department at all department head level meetings.
  • Performs annual employee performance evaluations for Finance and Postal Department personnel.

Budget

  • Prepares draft of annual operating budget and establishes controls for budget administration.
  • Prepares the following draft budgets:
    • General Fund revenues
    • Enterprise Fund revenues
    • Town Commission expenditures
    • Finance Department expenditures
    • Debt service expenditures
    • General Government expenditures 
  • Prepares and coordinates the annual budget calendar with the town manager and town commission.
  • Prepares and distributes budget packages to other Town departments and divisions.
  • Reviews all forms submitted by preparing departments for compliance with established budget procedures.
  • Participates in meetings with the town manager, department heads, and the Town Commission to facilitate changes and revisions until the final adoption of the budget is complete.
  • Presents the proposed budget to the Town Commission.
  • Compiles adopted budget documents and distributes the same.
  • Reviews all budget transfer requests to the town manager, and processes transfers once all required approvals have been obtained. 
  • Monitors fiscal activity to insure compliance with budget directives and limitations.

Financial Reports

  • Works with external auditors to prepare Town's Annual Financial Audit Report in accordance with Generally Accepted Accounting Principles.
  • Prepares lead schedules and various work papers as required.
  • Assists external auditors by providing information necessary to perform the annual audit. 
  • Prepares annual state report for submission to state officials.
  • Provides the town manager and Town Commission with a monthly report regarding the Town's financial condition at month's end. 
  • Provides department heads with a monthly report regarding departmental expended funds, encumbered funds and fund availability.

Miscellaneous

  • Approves all changes to payroll master maintenance file.
  • Perform financial analysis to determine costs and feasibility for capital improvements approved by the town commission.
  • Coordinates employee benefits program, including addressing employee questions regarding insurance benefits, retirement and personnel matters. 
  • Meets with the public and department heads on matters of a financial or accounting nature.
  • Attends Town Commission meetings.
  • Reviews and approves all monthly bank reconciliations.
  • Coordinates special projects.
  • All duties as assigned by the Supervisor.

Minimum Qualifications:

Education and Experience

Graduation from an accredited four (4) year college or university with a Bachelor’s degree in Accounting, Finance, Business or Financial Management, Master’s degree in Finance or related subject required.

Five (5) years’ experience in governmental budgeting and fiscal management or combination thereof.  Prior Investment Management experience and funds management required. CFA designation is strongly preferred and a Certified Public Accountant and a (CPA) and/or designation as CGFP, CPFO is required.

Knowledge, Skills and Abilities Requirements

  • Knowledge of the laws and policies governing municipal finance.
  • Knowledge of modern accounting practices, including ability to formulate and install accounting methods, procedures, forms and records.
  • Knowledge of the laws, ordinances and regulations governing financial operations of the Town.
  • Ability to establish and maintain effective working relationships with department heads, government officials and the general public.

Software and Systems 

Tyler Technologies software

Fund Balance preferred

Physical Demands/Environmental Conditions:

The work environment and physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. 

While performing the duties of this job, tasks require the ability to exert moderate, though not constant physical effort, typically involving some combination of climbing and balancing, stooping, kneeling, crouching, and crawling.

The employee must occasionally lift, carry, push, pull and/or move up to 30-50 pounds.  Some tasks require the ability to perceive and discriminate colors or shades of colors, sounds, depth and visual cues or signals.

The work environment characteristics described herein are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The work is performed primarily in an office setting.  The noise level in the work environment is moderate.

Selection Guidelines:

Formal application, evaluation of education, training and experience; oral interview and reference check; job related tests may be required.  The Town of Highland Beach is a Drug Free Workplace and an Equal Opportunity Employer.  In compliance with the Americans with Disabilities Act, the Town will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

The duties listed above are intended only as illustrations of the various types of work that may be performed.  The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.

The job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer as the needs of the employer and requirements of the job change.

 

Below is a link to the Town of Highland Beach Employment webpage.

http://highlandbeach.us/employment-opportunities/

The NACo President appoints all leaders for the policy steering committee chairs and vice-chairs and subcommittee chairs and vice-chairs; LUCC and RAC chairs, vice-chairs and members; standing committee chairs, Vice-Chairs and members; ad hoc committees, task force and advisory board chairs, vice-chairs and members; and, at-large NACo Board of Directors. To submit a form for a presidential appointment, please click here
 
Below is more information for each committee and its specific appointment terms. Committee leaders and members must cover their own travel and conference expenses.

 

The ten policy steering committees each have a leadership team consisting of a chair, an appropriate number of vice-chairs and subcommittee chairs and vice-chairs. Those applicants who have been active members of the steering committee will be given preference in consideration for these appointments. The applicant should be willing to help coordinate leadership conference calls, develop the meeting agendas and testify before Congress if necessary. These appointments are for one year. To view a list of all Florida representatives appointed to a leadership role, please visit the Steering Committee page.
The Rural Action Caucus and the Large Urban County Caucus will each have a chair and an appropriate number of vice-chairs and committee members. Applicants who have been active members of these caucuses will be given preference in consideration for these appointments. These appointments are for one year. To view a list of all Florida representatives, click here.
Each president appoints ten at-large directors to the NACo Board of Directors for a one-year term. These appointments are to add balance to the board with respect to any inequities between urban and rural, gender, geography and minority representation. As with our communities, our strength is in our diversity. These appointments are for one year. Florida representatives include:

 

Bryan Desloge
Past President
Commissioner
Leon County
Harvey Ruvin
Past President
Clerk of Court
Miami-Dade County
Sally Heyman
Commissioner
Miami-Dade County
Chip LaMarca
Commissioner
Broward County
Lori Letzring
Comm. Manager
Hillsborough County
The Next Generation Network will provide a grassroots forum for young county officials to network, become engaged in NACo and develop a new generation of association leaders. The network will identify and serve the unique educational and professional development needs of young officials, and draw on the talent, ideas and expertise of young officials to inform NACo’s strategic plan and programs and services for the future. To view a list of all Florida representatives, click here.
The Standing Committees take direction from and report directly to the NACo Officers.

 

Advises the Officers on information technology issues and provides oversight on NACo information technology projects. (Appoints the chair, vice chairs and members for a one-year term.) Florida representatives include: 
Advises the Officers on the annual budget of the association before it is presented to the Board of Directors and provides oversight on other financial issues as directed by the Officers. (Appoints three members for a three-year term with a background in finance and/or investment.) Florida representatives include:

 

Christopher Constance
Chair
Commissioner
Charlotte County
Carl Zalak
Commissioner
Marion County
Alan Rosenzweig
Dep. County Admin.
Leon County

  

Advises the Officers regarding the development and evaluation of programs and services for NACo members. (Appoints the chair, vice chairs and members for one-year terms.) Florida representatives include:

 

Actively recruits and retains member counties, parishes and boroughs in order to increase NACo's total membership. (Appoints the chair, vice-chairs  and members for one-year terms.) Florida representatives include: 

 

William Truex
Commissioner
Charlotte County
Christopher Constance
Vice Chair
Commissioner
Charlotte County

   

The Defined Contribution and Retirement Advisory Committee provides oversight to the NACo Deferred Compensation Program, administered by Nationwide Retirement Solutions. (Appoints the chair and vice chair for a one-year term and four members (for a three-year term) from participating entities in the NACo Deferred Compensation Program and who are also Program participants.) In 2018–2019, the open slots are for two appointed county officials and five elected county officials. All committee members must also be participants in the NACo Deferred Compensation Program. Florida representatives include:

 

Todd Bonlarron
Asst. County Admin.
Palm Beach County

 

The Financial Services Center advisory committee’s mission is to advise, review, monitor and provide feedback for the FSC staff regarding existing and potential programs. Existing programs include U.S. Communities, the Public Finance Authority, eConnectDirect, defined contribution and retiree healthcare. Potential programs are those that will deliver value-added services, enhanced benefits and reduced costs to counties. (Chair, Vice chair and seven members to one year, renewable terms.) Florida representatives include: 

 

Helena Denham-Carter
Director of Benefits
Miami-Dade County

 

The NACo Arts and Culture Commission demonstrates how the arts can be used by county officials to promote ​​economic development and provide solutions to many of the challenges that they face, through workshop sessions, field trips, special publications and its annual Arts & Culture awards, which recognize counties working to foster an environment where arts can thrive to create more livable communities. (Appoints the chair, vice-chair and 25 members for a one-year term.) Florida representatives include:

 

Mary Lou Berger
Commissioner
Palm Beach County
Robert Cole
Commissioner
Santa Rosa County
Nancy Detert
Commissioner
Sarasota County
Denise Marie Nieman
County Attorney
Palm Beach County

 

(Appoints the chair, vice-chair and members for a one-year term.)
Provides information, guidance and support to the NACo Resilient Counties Initiative. (Appoints the chair, vice-chair(s) and members.)
Provides information, guidance and support to the NACo Healthy Counties Initiative. (Appoints the chair, vice-chair(s) and members.) Florida representatives include: 

 

Christopher Constance
Commissioner
Charlotte County
Denise Marie Nieman
County Attorney
Palm Beach County

 

Verdenia Baker
County Administrator 
Palm Beach County

 

Ken Harth
Regional Sales Director
AT&T

 

Educates Congress, the administration and NACo members on the impact of immigration on counties and helps advocate for NACo’s priorities. (Appoints chair, vice chairs and members.) Florida representatives include: 

 

William Truex
Chair
Commissioner
Charlotte County

 

Anthony Viegbesie
Commissioner
Gadsden County

 

Audrey Edmonson
Commissioner
Miami-Dade County

 

Provides information, guidance and support for international economic development activities. (Appoints the chair and vice-chair(s) and members.) Florida representatives include:

 

Kathryn Starkey
Chair
Commissioner
Pasco County

 

Mary Lou Berger
Vice Chair
Commissioner
Palm Beach County

 

William Truex
Commissioner
Charlotte County
Nancy Detert
Commissioner
Sarasota County
Denise Marie Nieman
County Attorney
Palm Beach County
Engage NACo and its members to develop and highlight county best practices and policies to promote innovative programs, services and benefits for our nation’s military, veterans and their families. (Appoints the chair, vice chairs and members.) Florida representatives include:

 

Heather Post
Councilwoman
Volusia County
William Truex
Commissioner
Charlotte County
Mike Wells
Commissioner
Pasco County
Rob Williamson
Commissioner
Santa Rosa County
Claudia Tuck
Director
Alachua County