Assistant Finance Director


Oshkosh, WI

11 - 15 years

Posted 268 days ago

  by    Kortney Jenks

This job is no longer available.

Supervise and participate in all general, utility and special accounting and investment activities of the Finance Department. Maintain records and prepare statements associated with accounting and finance procedures. This is a management position responsible for overseeing the annual audit and budget for the City. This position supervises management, professional and clerical staff and is responsible for the general ledger, tax roll processing, and special projects. The position is responsible for coordinating accounting functions and internal controls City-Wide. The position acts as a liaison for City departments and outside agencies. The incumbent works under the general supervision of the Director of Finance.


The following duties are normal for this position. These are not to be construed as exclusive or all-inclusive. Other duties may be required and assigned.

? Assume the duties of the Director in his/her absence.

? Develop practical, logical, and feasible solutions for improving departmental operations.

? Manage, supervise, and lead the Finance Department Staff to achieve goals within available resources; plan and organize workloads and staff assignments; train, motivate and evaluate staff; review progress and direct changes as needed. Monitors performance goals with the department staff.

? Recognizes and supports training opportunities for employee engagement and growth.

? Keep current with governmental accounting trends, procedures and policies.

? Keep current with State laws to ensure that timely and appropriate administrative changes are implemented as required.

? Manage trust fund investments and maintains accounting records on all City trust funds.

? Prepare & balance cash report for Council Presentation.

? Coordinate the preparation of tax bills and file tax related reports throughout the year.

? Prepare Settlement of Tax Collections various financialreports to meet County, State, and Federal filing requirements.

? Prepare and file with the State the City?s Annual Statement of Taxes.

? Prepare and file State annual reports pertaining to established Tax Incremental Districts and update various Tax Incremental District spreadsheets to include cash flow projections.

? Finalizing year-end records and reports to include the preparation of year-end audit work papers and footnotes.

? Prepare State Annual Report Form C.

? Review CAFR and Statistics section and prepare Introductory Section and Management?s Discussion and Analysis.

? Review Single AuditReport

? Assist with special projects in accounting, collections, and parking utility divisions.

? Monitor general ledger accounts for accuracy and completeness.

? Perform internal audit/account balancing activities.

? Review Annual Trust Account Report.

? Develops and maintains departmental procedural and personnel policies.

? Provide leadership and direction in the development of short and long range plans.

? Reviews and develops appropriate policies and procedures to ensure system and regulatory compliance and the effective utilization of physical and financial resources. Communicate plans, policies and procedures to staff and the general public.

? Maintain records on all City debt and coordinate wire payments and cash transfers.

? Perform other duties as assigned.


Education and Experience:

?Bachelor?s degree in Accounting, Finance, Business Administration, or related field required.

? Master?s degree or CPArequired.

? Minimum of ten years of experience in middle to senior level management position in finance/accounting. Governmental accounting/financeexperience highly desirable.

? Practical experience with (Governmental) Fund Accounting.

Necessary Knowledge, Skills, and Abilities:

? Knowledge of governmental accounting policies and procedures.

? Knowledge of City taxreporting requirements, rules and regulations of the City relative to financial procedures.

? Ability to effectively supervise and manage staff.

? Ability to prepare financialreports.

? Ability to close books and make necessary adjustments.

? Ability to assist in the various aspects of the Finance Department.

? Knowledge of the principles and practices of grant management.

? Ability to work independently on special projects.

? Knowledge of computer functions and forms design.

? Maintains regular and predictable attendance, works extra hours as required.

? Knowledge and experience in software application, implementation and analysis.

? Ability to communicate effectively, orally and in writing with people at various levels both within and outside the organization.

? Ability to coordinate and handle a variety of programs and activities within the time frame required.

? Ability to maintain effective working relationships with fellow employees and deal courteously and tactfully with other governmental agencies and the general public.

In evaluating candidates for this position, the City may consider a combination of education, training and experience which provides the necessary knowledge, skills and abilities to perform the essential duties of the position.


Personal Computers, printers, telephone, fax machine, calculator and copy machine.


The physical demands described in this position description are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the essential functions of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to walk; use hands to finger / handle objects or operate tools or controls; and reach with hands or arms.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required of this job include close vision and the ability to adjust focus.


The work environment characteristics described in this position description are representative of those an employee encounters while performing the essential functions of this job.

The noise level in the work environment is moderately quiet.


Formal application, rating of education and experience; oral interviews and references check; job related tests may be required.

The duties listed in this position description 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 work is similar, related or a logical assignment to the position.

The position 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.