|Job Title:||Budget & Financial Planning Manager|
|Salary:||$103,820.33 – $134,837.86 Annually|
|Entity:||City of Bend|
|Closing Date:||Open until Filled|
The City of Bend is currently accepting applications for one (1) regular, full-time Budget & Financial Planning Manager in the Finance department. This is a non-represented and FLSA exempt (overtime ineligible) position.
To be considered for this position, applicants must have a complete application that includes all of the following items:
– The online application via NeoGov (access also available on City of Bend website under Human Resources/Job Openings)
– Attached formal Cover Letter (required)
– Attached formal Resume (required)
– Attached valid Credentials, Certifications and Licensing (if applicable)
– Applicants must provide certification that they are a veteran or disabled veteran to receive veteran’s preference. For more information click here.
Applications received by Tuesday, August 2, 2022 (8/2/2022) at 12:00 pm (noon) PDT will receive preference for initial review, but position shall be Open Until Filled.
The City of Bend is committed to fostering, cultivating and preserving a culture of diversity and inclusion. At the City of Bend, we don’t just accept differences; we value them. We are proud to be an Equal Opportunity Employer and support the Americans with Disabilities Amendments Act (ADAAA) and Oregon Equal Pay Act.
Reporting to an engaged Finance Director, this professional management position is responsible for development and management of the City’s budget, financial analyses and planning. This position plans, organizes and manages the budget and long-term financial planning processes for the City and the Bend Urban Renewal Agency, performs complex and technical analyses, financial projections and forecasts and works with all city departments to develop budgets in accordance with Oregon budget law. The City of Bend and Bend Urban Renewal Agency have a biennial budget over $900 million and approximately 765 FTE (Full-Time Employees). Competitive applicants should have proven ability to manage a complex budget of this size.
The ideal candidate will be a seasoned and insightful leader from a government financial industry (Oregon experience preferred) and is driven to meet the challenges of the position and to achieve the City’s mission. Preferred candidates will possess a combination of business acumen, political astuteness, facilitative and decision-making abilities as well as a customer service orientation. The position effectively manages work groups by inspiring, mentoring and advising subject matter expert staff members, facilitating goal accomplishment, and assessing performance of themselves and others to ensure success.
A proven track record of building trusting relationships is essential. The ideal candidate will be fully engaged, approachable and accessible to employees, departments and external stakeholders. They must have an optimistic outlook and the ability to problem solve and build consensus using effective communication.
This resourceful professional stays current with information, technology, trends, and developments in the budget and financial planning field and recommends and/or implements applicable and reasonable policy and process changes as a result of industry trends.
Duties and Responsibilities
The individual in this position is expected to engage in the following work-related activities.
Manage, coordinate and oversee the City’s biennial budget process with all city departments, including meeting with department staff to create revenue, payroll and other expenditure budgets, provide complex financial analyses and develop various financial reports. Provide technical advice and assistance to departments regarding the budget process, procedures, and Oregon budget law. Review budget detail and narratives submitted by departments for accuracy and work with departments to resolve problems.
Manage, develop, prepare and maintain complex financial forecasting models including city-wide revenue forecast model and utility rate models. Perform estimations of future values and data utilizing quantitative and qualitative forecasting techniques, time series methods, causal methods and other established forecasting methods. Research and compile critical data including local, state, regional and national economic trends for incorporation into forecasting models. Builds databases and complex spreadsheets to perform detailed financial and statistical computations. Interpret analyses and develop recommendations for management decisions.
Manage, develop, prepare and maintain City’s long-term financial plans, working closely with department managers to identify operational and capital requests and needs. Critically evaluate financial plans for adherence to sound financial management principles and compliance with City’s fiscal policies.
Manage the development of the budget from preparation of a proposed budget for Budget Officer and Budget Committee review to preparation of budget resolutions for Council adoption and submission of budget forms to the State and County. Prepare and/or review public notices required throughout budget process. Prepare budget forms and resolutions necessary to levy taxes, certifying state shared revenues and adopt budget as required by budget law, Oregon Revised Statues and other regulations.
Prepare and/or review final budget document for submission to State and Government Finance Officers Association Budget Award program. Knowledge of Oregon budget law and GFOA (Government Finance Officers Association) budget award program requirements to ensure budget document complies with budget law and contains necessary information for the GFOA budget award.
Present and communicate financial information in a timely, accurate, understandable and meaningful form to City Council, City management, various Committees and the public as required.
Provides budget analytical support for collective bargaining negotiations, including budget modeling, analysis, reports and participates in labor negotiations meetings.
Conduct ongoing monitoring of budget controls in accordance with federal, state and local laws, assisting departments with monitoring budget to actual variances; prepare and implement budget adjustment resolutions and supplemental budgets in accordance with budget law.
Manage mid-biennial budget review process, working with departments to identify adjustments necessary to comply with budget law. Prepare budget materials for review by managers and Budget Committee.
Develop and/or review City-wide Indirect Cost Allocation Plan and prescribed billable rates for department billings.
Evaluate software systems to ensure proper system controls and efficiency. Implement new software as needed.
Supervise and manage a team of staff to ensure teamwork, efficient workflow and professional and accurate work product. Review work produced by staff to ensure completeness and accuracy.
Provide excellent customer service, research complex errors or discrepancies and resolve problems in a timely and professional manner.
Participate in special projects as assigned including fee or cost studies, research, financial analyses, etc.
Comply with safety requirements of the position and actively promote safe work practices.
In an emergency event or an officially declared State of Emergency, respond as directed to ensure the restoration of essential public services, facilities and infrastructure.
Perform related duties as assigned.
This position is a management position which encompasses managerial responsibility, including the following tasks.
Assigning, prioritizing and directing work.
Providing formal feedback, including disciplinary action, and formal performance evaluations, and addressing employee complaints and grievances.
Focusing on employee development and growth.
Participating in the hiring process, including interviewing candidates. Making separation and hiring recommendations/decisions and compensation recommendations.
Disseminate, implement, and enforce organization and team standards, policies, and procedures, including providing proper guidance to those carrying out related duties
The individual in this position is expected to possess and exhibit the following knowledge, skills, and abilities.
Maintain working knowledge of principles and practices of established forecasting techniques and methods – quantitative and qualitative forecasting techniques, time series, causal and econometric forecasting methods and other established forecasting methods.
Maintain working knowledge of sources of economic and demographic data and principles, practices and methods of applying economics, demographics and social-economic research to the development of economic and financial forecasts.
Maintain working knowledge of management and supervisory practices and principles; committed to teamwork and to delivery of excellent customer service.
Maintain working knowledge of City, state and federal laws pertaining to the area of responsibility, including Oregon Local Budget Law.
Demonstrate strong financial management, including long range planning and strategy.
Maintain working knowledge of developing and implementing goals, objectives, policies, procedures, work standards, and internal controls for assigned program areas.
Relationship-building, consulting, and collaborative team building; demonstrating strong teamwork that fosters commitment and team trust in order to successfully achieve goals and outcomes. Encourage, motivate and develop employees through strong leadership experience.
Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports.
Utilize innovation and vision to strategically plan for and manage areas of responsibility within the context of City-wide and community needs.
Demonstrate logic, complex problem-solving skills and good judgment.
Communicate effectively through written and oral presentation to varying audiences. ?
Establish and maintaining professional, positive, and effective working relationships with employees, management, elected officials, and the general public.
Communication, interpersonal skills as applied to interaction with coworkers, supervisors, the general public and other stakeholders sufficient to exchange or convey information to?provide and receive work?direction.
Manage a high volume of tasks at one time, including organizing and prioritizing own work and the work of others.
Work independently with minimum direction while also working as part of a team and collaborating with others.
Demonstrate a high attention to detail.
Maintain working knowledge of software programs such as Microsoft Office including Word, Outlook, Excel and PowerPoint and other interactive computer programs as well as cooperating common office equipment. ?
The following capabilities are required to perform the essential functions of this position.
Ability to build and/or maintain complex spreadsheet models and apply established forecasting techniques and methods.
Advanced research, collection, analysis and integration of economic, demographic and financing data from a variety of sources.
Ability to adapt to a fast paced and changing environment.
Ability to adapt to the City’s culture, priorities, and changing organizational structures, as well as varied leadership, and work styles.
Ability to oversee and evaluate the work of subordinates.
Analyze problems, identify alternative solutions, project consequences of proposed actions, and implement recommendations in support of goals.
Effectively communicate with others verbally and in writing, including by phone, e-mail, or in person.
Understand, remember, communicate and apply complex oral and/or written instructions and factual information.
Remain in a stationary position (sitting or standing) for extended periods of time, occasionally stand, walk, stoop or kneel for extended periods of time.
Exert up to 20 pounds of force occasionally and/or up to 10 pounds of force frequently, to lift, carry, push, pull or otherwise move objects.
Maintain sustained concentration on computer screens and use keyboards and a variety of peripherals.
Work is generally performed in an office setting with travel required to off-site locations.
Ability to occasionally travel locally and regionally.
Education, Experience, Certifications and/or Licenses
The following are the minimum qualifications for this position.
Bachelor’s degree (B.A./B.S.) from a four-year college or university in finance, accounting, or related field or an equivalent combination of education and experience that provides the required knowledge, skills, and abilities as outlined in this job description.
Master’s degree or Certified Public Finance Officer (CPFO) certification are desirable
Leadership experience within a public agency preferred.
A minimum of five (5) years’ experience in a similar position and/or performing similar tasks, with 2 to 3 years of people management experience.
Current and valid Driver’s license per City policies outlined in the Employee Handbook.