DEPUTY DIRECTOR OF FINANCE

Department: Financial Services Bargaining Unit: N/A

Reports to: Director of Financial Services Salary Range:

Pay Grade: 218

FLSA Status: Exempt Refer published pay plan

EEOC Code: 1 Class Code: 568

Safety Sensitive: NO Level II Screening: NO

Job Summary

Under the general supervision of the Director of Financial Services, serves as the second-in-command Of the Financial Services Department and assists in providing executive leadership, operational oversight, and strategic direction for the City's financial functions. Supports and, when delegated, directs budgeting, accounting and financial reporting, treasury and investments, debt management, revenue administration, payroll, and long-range financial planning. Provides professional financial analysis and recommendations to the Director of Financial Services, City Manager, elected officials, and departments; promotes strong internal controls, timely and transparent financial reporting, regulatory and contractual compliance, and prudent stewardship of public resources. Acts on behalf of the Director of Financial Services when assigned or in the Director's absence and helps ensure continuity of critical financial operations.

Responsibilities and Reporting During an Emergency Situation:
May be required to work during a declared emergency. Depending on the nature of the emergency. this may require working around the clock for several days on short notice.

DISTINGUISHING CHARACTERISTICS
Provides senior management leadership for the Financial Services Department and carries out supervisory responsibilities in accordance with City policies and applicable laws. Assists the Director in establishing priorities, accountability, succession planning, staff development, and continuity Of operations. Directly supervises assigned divisions, functions, and personnel; coordinates work across financial disciplines; promotes collaboration and customer service; and ensures appropriate segregation of duties and effective internal controls. Exercises substantial independent judgment and serves as a key member of the City's financial leadership team.

ESSENTIAL JOB FUNCTIONS

• Accounting, Annual Audit, and Financial Reporting: Provide senior-level oversight of accounting and financial reporting in accordance with generally accepted accounting principles and applicable governmental accounting standards. Direct or review reconciliations, financial statements, year-end closing, audit schedules, and preparation of the Annual Comprehensive Financial Report (ACFR). Coordinate with external auditors and City departments, strengthen citywide internal controls, safeguard assets, and ensure financial transactions are recorded accurately and in a timely manner.
• Treasury, Cash Management, and Investments: Assist in directing cash-flow planning, banking,
  and investment of public funds in accordance with the City's investment policy and Florida law.
  Monitor liquidity, restricted funds, investment performance, and treasury controls; ensure timely funding of payroll, debt service, and disbursements; and recommend improvements that safeguard public funds and prudently manage financial risk.
• Debt and Capital Financing Management: Assist with development and administration of the
  City's debt management strategy and policies; evaluate financing alternatives; coordinate debt
  issuances; review financing documents; and support relationships with bond counsel, financial
  advisors, underwriters, investors, and rating agencies. Ensure timely debt service, continuing
  disclosure, arbitrage and tax compliance, and compliance with bond covenants and financing
  agreements.
• Revenue Administration and Collections: Provide management oversight of billing, receivables,
  collections, liens, cash handling, and related revenue-control processes. Establish and monitor
  citywide standards and internal controls that promote timely collection, accurate accounting,
  customer service, and compliance with laws, ordinances, contracts, and adopted policies.
  Analyze major revenue trends and collection performance and recommend corrective action
  when appropriate.
• Operating and Capital Budget Administration and Financial Planning: Assist in leading
  development, implementation, and monitoring Of the City's annual operating and capital budgets
  and multi-year financial plan. Develop and review budget assumptions, revenue and
  expenditure forecasts, fixed-cost projections, and departmental submissions. Monitor operating
  results and forecasts throughout the year, identify significant variances and emerging fiscal
  issues, and recommend corrective strategies to the Director of Financial Services.
• Payroll Oversight: Provide management oversight of payroll operations and controls to ensure
  accurate and timely payroll processing, reporting, reconciliations, and compliance with
  applicable laws, regulations, collective bargaining agreements, and City policies.
  Coordinate with Human Resources and departments to resolve complex payroll and
  compensation issues.
• Executive and City Council Support: Prepare, review, and present agenda items, resolutions,
  ordinances, contracts, financial policies, financing documents, and other proposals. Provide
  clear, objective, and timely financial analysis and recommendations to the Director of Financial
  Services, City Manager, City Council, departments, and stakeholders. Communicate complex
  financial information effectively to technical and non-technical audiences.
• Leadership and Development of Financial Services Staff: Direct and develop assigned staff
  through clear performance expectations, delegation, cross-training, succession planning,
  professional development, regular communication, and performance management. Assist the
  Director in building organizational capacity, improving business processes, and maintaining
  continuity of critical financial operations.
• Acting Director and Continuity of Operations: Serve as Acting Director of Financial Services
  when designated and assume delegated responsibilities necessary to maintain continuity Of
  financial operations, executive support, and departmental decision-making
• Continuous Improvement and Technology: Lead or support improvements in financial
  processes, reporting, data quality, customer service, and technology. Develop meaningful
  performance measures and dashboards, promote automation and standardization, and support
  major financial-system implementations and process modernization.
• Financial Policy, Risk, and Internal Control Leadership: Assist the Director in developing,
  implementing, and periodically reviewing citywide financial policies, reserve practices, internal
  controls, and financial governance procedures. Identify material fiscal, compliance, fraud,
  cybersecurity-related financial, and operational risks and coordinate appropriate mitigation
  strategies.
• Perform duties as assigned by the Director of Financial Services.

KNOWLEDGE. SKILLS AND ABILITIES

• Advanced proficiency with financial management and enterprise resource planning systems, spreadsheet and data-analysis tools, and standard office and presentation software; ability to use technology and data to improve financial reporting, forecasting, controls, and decision-making.
• Comprehensive knowledge of governmental accounting, budgeting, financial reporting, treasury and investment management, debt and capital financing, internal controls, payroll, revenue administration, and long-range financial planning.
• Knowledge of Florida local government finance and experience working effectively with
  elected officials in a public, transparent environment, including applicable public records and
  Sunshine Law requirements.
• Strong analytical, problem-solving, negotiation, organizational, and management decision-making
  skills, including the ability to assess financial and operational risk and recommend practical solutions.
• Excellent written and oral communication skills, including the ability to present complex financial
  information clearly to elected officials, executive leadership, employees, residents, auditors, rating
  agencies, financial professionals, and other stakeholders.
• Ability to provide independent professional advice and exercise sound judgment while implementing
  the policy direction and organizational priorities established by the Director of Financial Services, City
  Manager, and City Council.
• Ability to establish and maintain effective working relationships and to lead collaboratively across
  departments and with external partners.
• Ability to interpret and apply complex governmental, financial, legal, contractual, and administrative
  requirements.
• Ability to lead implementation and effective use of financial systems, reporting tools,
  automation, and process improvements.
• Ability to manage multiple complex priorities, deadlines, and major projects in a high-
  accountability environment.
• Ability to exercise initiative, sound judgment, professional independence, discretion, and
  integrity in analyzing and resolving complex financial and organizational matters.
• Ability to interact effectively with elected officials, residents, business and community interests,
  other governmental entities, employees, auditors, financial professionals, and other
  stakeholders.

MINIMUM EDUCATION AND EXPERIENCE REQUIREMENTS

• Bachelor's degree from an accredited college or university in Accounting, Finance, Business
  Administration, Public Administration, or a closely related field.

• Eight years of progressively responsible professional experience in accounting, finance,
  budgeting, or governmental financial management, including at least four years of management
  or supervisory responsibility. Substantial experience with governmental budgeting, financial
  reporting, audits, internal controls, and financial systems is required. An equivalent combination
  of education and experience that demonstrates the required competencies may be considered.

  PREFERRED QUALIFICATIONS

• Master's degree in Accounting, Finance, Business Administration, Public Administration, or a related
  field.
• Professional certification as a Certified Public Accountant (CPA), Certified Government Finance Officer
  (CGFO), Certified Public Finance Officer (CPFO), Certified Government Financial Manager (CGFM), or
  comparable public finance credential is preferred
• Florida local-government finance experience; experience with municipal debt issuance and rating
  agencies; and experience leading an enterprise financial system implementation or major financial
  process modernizations are highly desirable.
  CERTIFICATION. LICENSE AND SPECIAL REQUIREMENTS
• Must possess or obtain a valid Florida Driver's License with an acceptable driving record in
  accordance with City policy.

PHYSICAL DEMANDS
This work typically requires the following physical activities to be performed.
(X = Required to perform essential job functions)
Physical Activities
Balancing – maintain equilibrium to prevent falling while walking, standing, or crouching. X

Pushing – use upper extremities to press against objects with force, or thrust forward, downward, outward.

Climbing – ascending, descending ladders, stairs, ramps, requires body agility. X

Reaching – extending hands or arms in any direction. X

Crawling – moving about on hands, knees, or hands, feet.

Repetitive Motion – substantial movements of wrists, hands, fingers. X

Crouching – bending body forward by bending leg, spine. X

Speaking – expressing ideas with spoken word, convey detailed, important instructions accurately, concisely. X

Feeling – perceiving attributes of objects by touch with skin, fingertips. X

Standing – for sustained periods of time. X

Fingering – picking, pinching, typing, working with fingers rather than hand. X

Stooping – bending body downward, forward at waist, with full motion of lower extremities and back. X

Grasping – applying pressure to object with fingers, palm. X

Talking 1- expressing ideas by spoken word X

Handling – picking, holding, or working with whole hand. X

Talking 2 – shouting to be heard above ambient noise.

Hearing 1 – perceiving sounds at normal speaking levels, receive information. X

Visual Acuity 1 - prepare, analyze data, transcribing, computer terminal, extensive reading. X

Hearing 2 – receive detailed information, make discrimination in sound. X

Visual Acuity 2 - color, depth perception, field of vision. X

Kneeling – bending legs at knee to come to rest at knees. X

Visual Acuity 3 - determine accuracy, neatness, observe facilities/structures. X

Mental Acuity — ability to make rational decisions through sound logic, deductive reasoning. X

Pulling - use upper extremities to exert force, haul or tug.

Visual Acuity 5 -close acuity for inspection of small defects, machines, use measurement devices, or fabricate parts.

Walking - on foot to accomplish tasks, long distances, or site to site. X

TYPE OF WORK

Work performed is primarily:

Sedentary work: Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body.

WORK ENVIRONMENT
• Works in an office environment and sits for long periods of time.
• May be required to work hours other than the regular schedule including nights, weekends,
and holidays.

To perform this job successfully, an individual must be able to perform the essential job functions satisfactorily.
Reasonable accommodations may be made to enable individuals with disabilities to perform the primary job functions described herein. Since every duty associated with this position may not be described herein, employees may be required to perform duties not specifically spelled out in the job description, but which may be reasonably considered to be incidental in the performing of their duties just as though they were actually written out in this job description.

The City of Fort Myers has the right to revise this job description at any time. This description does not represent in any way a contract of employment.