FINANCE DIRECTOR C I T Y OF POWAY

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Joshua Manning
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1 FINANCE DIRECTOR C I T Y OF POWAY

About Poway 2 Where we are Who we are What makes us special Poway is strategically located in the geographic center of San Diego County, east of Interstate 15 and 20 miles north of downtown San Diego.

2 About Poway 2 Where we are Who we are What makes us special Poway is strategically located in the geographic center of San Diego County, east of Interstate 15 and 20 miles north of downtown San Diego. Poway distinguishes itself as the City in the Country, a small-town Americana oasis in the middle of California s second most populous county. Your Company - Presentation Title Goes Here With approximately 50,000 residents, this family-oriented community was recently named one of the best places in Southern California to raise a family. It repeatedly ranks as San Diego County s safest city and one of the safest cities in the state. Learn more about the City of Poway The community is characterized by more than 7,000 acres of dedicated open space, 55 miles of hiking, riding and jogging trails, and many recreational facilities. Poway has a large business park, attractive residential neighborhoods, a broad range of shopping and dining opportunities, one of the top school districts in the county, and popular community events throughout the year.

3 CITY GOVERNMENT Poway incorporated in December 1980 as a general law city and operates under the Council-Manager form of government. The City Council is comprised of five members elected at-large to serve four-year overlapping terms. Annually, the City Council chooses one of its members to serve as the Deputy Mayor, while the Mayor is directly elected. There are no term limits in Poway, and the City Council has been defined by its stability and public involvement. Poway s City Manager is appointed by the City Council. The City provides the traditional spectrum of municipal services, including water treatment and distribution, and wastewater collection and transmission. Poway contracts with the San Diego County Sheriff s Department for law enforcement services. Tina White was appointed City Manager in September 2016 after serving as Poway s long-term Assistant City Manager. Wendy Kaserman, the City s former Administrative Director, was subsequently promoted to Assistant City Manager. The Finance Director will report to the Assistant City Manager. The City is supported by 221 full-time employees and a total operating budget of $83.12 million (approximately $41 million of which is General Fund) for Fiscal Year With continued improvement in the City s General Fund revenue base, and the ongoing focus on controlling expenses, Fiscal Year closed with a General Fund operating surplus of approximately $3.55 million. Poway benefits from a balanced budget, healthy reserves and sound financial policies and practices, attributable to its longstanding conservative approach to fiscal management. Per City Council adopted policy, the City maintains a General Fund reserve equivalent to 45 percent of budgeted annual General Fund operating expenditures.

4 Finance Department 4 The Finance Department is divided into six operational units 2 2 Office of the Director 3 FTE Service 4 FTE Finance 5 FTE 5 FTE General Support Capital Replacement Finance department staff is vested with the responsibilities of: Overall administration and management of the City's finances, with a focus on maintaining the City's fiscal sustainability Administration of water and sewer utilities rates, billing and collections, with a focus on cost recovery of operations and infrastructure maintenance Preparation and maintenance of balanced budgets Overall administration and management of the City s information technology resources, with a focus on ensuring technical currency, continuity of operations, and systems security Administration of purchasing policies and procedures, with a focus on compliance with municipal code and state statutes Documentation of policies and procedures for finance, information technology, purchasing, and utility billing operations Finance Department staff also functions as internal consultants by providing departments with technical expertise in the utilization of software applications, budget development and budget management techniques and procurement requirements

5 The City s 1 st Finance Director 5 The Finance Director will be in a unique position to guide the development of the recently created Finance Department. The finance function was previously part of Finance Director the Administrative Department. When the Administrative director was promoted to Assistant City Manager, a recruitment campaign failed to fill the vacant position. The City Manager then made a strategic Budget Finance recommendation to Council in January 2017 to split the department into two, creating the City s first Finance and Human Resources/Risk Management departments. The department is currently under the leadership of a Budget Administrator Manager Finance Manager Supervisor long-time staff member who is retiring. Before being promoted to Acting Finance Director when the department was formed, he served as the Assistant Director of Sr. Admin Assistant Network Administrator Senior Accountant Tech II Administrative for many years. To ensure a smooth leadership transition, the new Finance Director will have the rare opportunity to have a Analyst Senior Accountant Tech II transitional period working alongside the Acting Director to learn the City s structure, services and culture. The City also recently approved a contract with Tyler Technologies to convert the City s financial/human resources ERP to Analyst Accounting Technician II Tech II MUNIS. The new Finance Director will have the advantage of being involved with implementation of the new ERP from the beginning of the project. GIS Technician II Accounting Technician II Intern Your Company - Presentation Title Goes Here

6 The Ideal Candidate will have the following qualities and qualifications: 6 Experience leading a team of direct report managers in Finance/Payroll,, Budgeting/Purchasing, and (utility billing and business licensing); Experience in developing long-term financial strategies for various local government funds, debt, and capital improvement programs; Familiarity with financial management of water and/or sewer utilities, including rate setting methodologies and best practices; Experience providing oversight or compiling CAFR document and Budget/Financial Plan for a local government agency; Experience providing oversight of enterprise-level information technology management and best practices, including business continuation, security, and strategic planning; A strategic mindset to balance providing consistently high level of service to internal and external customers while ensuring adherence to fiscal, procurement, and utility payer policies; Experience managing or participating in a financial enterprise resource program conversion is strongly preferred; Be an engaged and supportive leader who interacts with employees and remains closely in touch with all department activities; and Be ethical and demonstrate the City s values in decision making. Minimum Qualifications Experience Education Ten years of responsible experience in public administration, finance, or accounting with five years of supervisory, management, and/or administrative experience. A Bachelor's Degree or equivalent education (i.e., minimum completed California units = 120 semester/180 quarter) from an accredited educational institution with major coursework in business or public administration, accounting, finance, or a related field. Licenses & Certifications Valid California class C driver s license with satisfactory driving record.

7 Compensation 7 The annual salary range for this position is $136,617 to $166,059. Appointment within the range will be DOQE. Salary is supplemented by an attractive benefits package that includes, but is not limited to: Retirement Health Benefits Leave Benefits Work Schedule CalPERS program Classic Poway provides employer-paid The City provides up to Poway operates on a 9/80 Members participate in the 2% group medical and dental hours of vacation leave per work schedule, with 60 formula with the insurance for the employee; year depending on years of other Friday off. employee contributing 7% of the City contributes 50% of the service. Sick leave accrues at 96 base salary. New CalPERS Members will participate in the 62 formula with the employee contributing 6.25% of base salary. The City cost for dependent coverage. Family vision insurance is provided at no cost to the employee. An IRS Section 125 plan (Flexible Spending hours per year. Additionally, Poway provides 10 paid holidays and two floating Benefit Days on an annual basis. Auto Allowance The City provides an automobile allowance of $300 per month. participates in Medicare but does not participate in Social Security. Account) for reimbursement of medical and dependent care expenses is also available. Executive Leave 64 hours per year Additional Benefits Include, but are not limited to, a Retirement Health Savings (RHS) Program, Life Insurance, Long-term Disability, Tuition Reimbursement, and Deferred Compensation, among other benefits provided or available.

Application Process 8 UPDATE: Applications now accepted until position filled.

(References will not be contacted until the end of the process and will be done so in coordination with the candidate.

Final Interviews: 7/21/17 This date has been blocked on City calendars, so please plan accordingly.

8 Application Process 8 UPDATE: Applications now accepted until position filled. To apply: Complete the NeoGov application and submit through NeoGov a cover letter (including reasons for interest), resume, and five professional references. (References will not be contacted until the end of the process and will be done so in coordination with the candidate.) Initial Screening Preliminary Interviews Final Interviews Selection Initial application screening Applications will be screened in relation to criteria articulated in this brochure and the job description. Phone Interviews: Week of 6/26/17 Candidates deemed to be the most qualified will be invited to participate in phone in interviews the week of June 26. Final Interviews: 7/21/17 This date has been blocked on City calendars, so please plan accordingly. * References will not be contacted until the end of the process and will be done so in coordination with the candidate. Candidates will undergo a background check, including Panel Interviews: Week of 7/5/17 This date has been blocked on City calendars, so please plan *Dates are subject to change, but please plan on the week timeframe listed above unless otherwise notified. but not limited to LIVESCAN fingerprints and a credit check. accordingly. * Questions? Contact Jodene Dunphy, HR/Risk Management Director, at (858) or jdunphy@poway.org

ADMINISTRATIVE ASSISTANT COMMUNITY DEVELOPMENT DEPARTMENT Salary: $3,631 - $4,866/mo. (DOQ) plus excellent benefits

The City of Monrovia invites your application for the position of ADMINISTRATIVE ASSISTANT COMMUNITY DEVELOPMENT DEPARTMENT Salary: $3,631 - $4,866/mo. (DOQ) plus excellent benefits The City of Monrovia