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1 Exempt Non-exempt Full Time Part Time ( 40 hrs./week) Position Summary: A professional position responsible for performing highly technical, professional, analytical work of considerable difficulty to assist the Finance Director in the development, monitoring and reporting of the City s strategic plan, annual operating budget, 5 year capital improvement plan, annual audit, grants accounting, compliance and financial reporting, and any other finance initiatives as directed. Essential Duties and Responsibilities include the following. operational necessity. Other duties may be assigned as dictated by Assists Finance Director in preparation of annual City budget document, including but not limited to review of department budget submittals, revenue projections, trend analysis, communications with departments staff, preparation of transmittal letters, proposed budget and millage advertisements, TRIM compliance, presentations as directed at public meetings, and publication of the adopted budget document. Assists Finance Director in oversight of the TRIM law and all related requirements procedures, notifications and documentation. Provides support to departments/divisions in developing their budgets. Reviews and provides analyses of departmental budget requests and revisions, reviews conformance with accounting and budget guidelines. Makes recommendations to Finance Director for best practices to enhance revenues or reduce expenditures and seeking new way to improve efficiency and increase fiscal strength of the City. Provides oversight of annual assessment process, including related public hearings, budgeting and required documentation to other agencies. Supervises tasks that have been assigned to accountants relating to budget and grants to ensure completion by deadlines. Monitor all funds for compliance with appropriations, provide various reports and recommendations regarding the status of the budget, assisting with mid-year projections, and resolutions amending the annual budget and direct accountant in preparing budget amendments. Provides necessary information to the Finance Director regarding inquiries and questions from the public, the news media, elected officials, senior management, other government entities, and other employees regarding the budget and grants. Reviews grants application budgets and identifies grant requirements that will affect the city financially, including grant matches and ongoing obligations and requirements. Monitor and provide financial grant administration; maintain financial audit files; prepares SEFA report for Single Audit Works with other departments to ensure that key processes and systems are used to manage grant risk assessments, financial compliance, and meeting reporting requirements. Assist in providing ongoing training and development to staff as needed. Assist Finance Director in meeting the City and department goals. Minimum Qualifications: To perform this job successfully, an individual must be able to carry out each essential duty or responsibility satisfactorily. The requirements listed below are representative of the knowledge, skills, and abilities; education and/or experience; and, certificates or licenses required in order to fill the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. \\phlnap2.aesopprod.com\files.generalasp\puntagorda\_files\34\34064.docx Page 1 of 5

2 Exempt Non-exempt Full Time Part Time ( 40 hrs./week) Knowledge, Skills, and Abilities: Knowledge of principles and practices in municipal financial management, accounting and budgeting. Knowledge of the principles and practices of computerized financial information management. Knowledge of economic trend forecasting and analysis techniques. Knowledge of government auditing procedures. Knowledge of relevant federal and state laws, city ordinances, and department policies and procedures. Highly skilled in common financial computer software programs such Microsoft office products, report writers, and database management programs. Skilled in supervision and management. Skilled in operating office equipment such as a computer, copier and calculator. Ability to communicate orally in the English language with various stakeholders and the public in a one-to-one or group setting. Ability to produce written documents in the English language with clearly-organized thoughts with proper sentence construction, punctuation, and grammar. Ability to analyze, interpret, and report research findings, recommend and take appropriate action. Ability to prepare difficult and complex financial and administrative reports. Ability to work cooperatively with others. Education and Experience: Bachelor s degree in accounting or finance field required; and, Five (5) years of related, progressive experience in governmental budgeting and accounting. Certificates and Licenses: CPA/MBA/or CGFO certification highly desirable. Supervisory Responsibilities: Exercises supervisory authority over employees involved in budget development process. Exercises supervisory authority over employees involved in grant administration process. Essential Physical Abilities: Code: Constant = 2/3 or more of the time Frequent = from 1/3 to 2/3 of the time Occasional = up to 1/3 of the time N/A = Not applicable Physical Skills Constant Frequent Occasional N/A Heavy lifting (45 lbs. and over) Moderate lifting (15 to 44 lbs) Light lifting (under 15 lbs) Heavy carrying (45 lbs and over) Moderate carrying (14 to 44 lbs) Light carrying (under 15 lbs) Reaching above shoulder Use of fingers Both hands required_ \\phlnap2.aesopprod.com\files.generalasp\puntagorda\_files\34\34064.docx Page 2 of 5

3 Exempt Non-exempt Full Time Part Time ( 40 hrs./week) Climbing (use of legs and arms) Climbing (legs only) Good near vision Good distant vision Both eyes required Depth perception Distinguishing basic colors Distinguishing shades of colors Good hearing (with or without hearing aid) Straight pulling Pulling hand over hand Pushing Walking Standing Crawling Kneeling Bending Balancing Stooping Jumping Running Throwing Driving (cars, small vans, pick-ups, etc.) Driving & operating (heavy equip., trucks, etc.) Other Environmental Conditions: Code: Constant = 2/3 or more of the time Frequent = from 1/3 to 2/3 of the time Occasional = up to 1/3 of the time N/A = Not applicable Environment Constant Frequent Occasional N/A Work Inside Work Outside In the Heat In the Cold In High Humidity In Dampness or Chilliness In Dry Conditions In or with Noisy Conditions In Darkness In or with Dusty Conditions With Silica, Asbestos, etc. With Fumes or Gases With Smoke or Flames With Chemicals With Solvents With Grease or Oils With Radiant Energy \\phlnap2.aesopprod.com\files.generalasp\puntagorda\_files\34\34064.docx Page 3 of 5

4 Exempt Non-exempt Full Time Part Time ( 40 hrs./week) With Electrical Energy On Slippery Surfaces On Uneven Surfaces In or With Moving Objects In or With Ladders/Scaffolding At Heights above Ground Level Below Ground Level In Water With Explosives With Poor Ventilation With Odors With Unusual Fatigue Factors Other Relevant Information: \\phlnap2.aesopprod.com\files.generalasp\puntagorda\_files\34\34064.docx Page 4 of 5

5 Exempt Non-exempt Full Time Part Time ( 40 hrs./week) Disclaimers: All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Individuals who cannot perform some of the requirements because they pose health or safety risks to themselves or other employees may be excluded from this position. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by this supervisor. Requirements are representative of minimum levels of knowledge, skills and/or abilities or aptitudes to perform each duty proficiently. This document does not create an employment contract, implied or otherwise. All employees are expected to comply with all federal and state laws and regulations as well as internal policies and procedures of the City of Punta Gorda, including the City of Punta Gorda Code of Conduct and safety policies and procedures. I have read and understand the contents of this Job Description. I certify that I am capable of carrying out the Essential Duties and Responsibilities as specified. Employee Name Employee Signature Supervisor Name Supervisor Signature HR Manager Name HR Manager Signature City Manager Name HOWARD KUNIK City Manager Signature \\phlnap2.aesopprod.com\files.generalasp\puntagorda\_files\34\34064.docx Page 5 of 5