Date Adopted: 04/05/12
Assistant General Manager of Finance and Administration
Code Number: 02029
Under policy direction from the General Manager or Deputy General Manager, plans, organizes, integrates, directs, manages and evaluates the activities, operations and services of the Finance and Administration Branch; serves as the District’s chief financial officer; directs and manages the development of short- and long-term goals and objectives consistent with the Strategic Plan and annual business plan and ensures their effective execution; ensures all assigned operations and functions serve the needs of the District, while complying with applicable laws and regulations; and performs related duties as assigned.
This single position class is responsible for managing and integrating a wide variety of functions, programs and staff engaged in the managing the broad, comprehensive financial services and activities for the District. Within assigned areas of accountability, the incumbent operates with substantial latitude and discretion to achieve effective and efficient utilization of resources in serving the District’s constituencies and ratepayers.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The duties listed below 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 the work is similar, related or a logical assignment to this class.
Plans, organizes, controls, integrates and evaluates the work of assigned departments to ensure services comply with the policies and strategic direction set by the General Manager, Board of Directors and all applicable laws and regulations; assigned departments include Customer Service, Finance, Information Systems, and Purchasing; with assigned department heads, develops, implements and monitors short and long-term plans, goals and objectives focused on achieving the District's mission, Strategic Plan and Board priorities; directs the development of assigned department operating and capital improvement budgets; monitors implementation of adopted budgets; directs the development, implementation and evaluation of plans, programs, projects, policies, systems, and procedures to achieve short- and long-term District-wide goals, objectives and work standards within assigned areas of accountability.
Plans and evaluates performance of assigned managers and staff; establishes performance requirements and personal development targets; regularly monitors performance and provides coaching for performance improvement and development; provides compensation and other rewards to recognize performance; takes disciplinary action, up to and including termination, to address performance deficiencies, in accordance with the District's personnel rules, policies and labor contract provisions where applicable.
Provides leadership and works with assigned management team to develop and retain highly competent, customer-service oriented staff through selection, compensation, training and day-to-day management practices which support the District's mission, strategic plan, objectives and values.
Through subordinate staff, plans, directs, and coordinates the finance and capital budget work plan; with staff, reviews and evaluates work methods and procedures to ensure budget adoption prior to July 1 of each year.
Oversees and participates in the annual review and revision of the District’s structures of water and sewer rates and charges; develops strategies and approaches for evaluating rate change alternatives; directs the development and recommends proposed rates; attends and participates in public meetings and rate hearings; oversees the implementation of new rates following board approval.
Provides day-to-day leadership and works with executive and management team members to ensure a high performance, customer service-oriented work environment consistent with sound management principles and District mission and values.
Directs and coordinates the preparation of analyses and recommendations regarding policy issues and long-range plans to address District financial needs; advises the General Manager or Deputy General Manager regarding policy issues, programs and projects to meet District and customer needs; advises and assists the General Manager or Deputy General Manager in identifying, articulating and implementing policies, programs and projects.
Interprets General Manager, Deputy General Manager, and Board of Director instructions and requests; makes interpretations of District ordinances, policies, and applicable laws and regulations to ensure compliance within assigned areas of accountability.
Participates in the analysis of proposed legislation and regulation; participates in industry and intergovernmental activities to influence legislative and regulatory change consistent with the District’s interests and needs; represents the District as requested or assigned in dealings with constituent agencies in the District’s service area, the Metropolitan Water District and with other industry and governmental agencies, and professional organizations.
Within assigned areas of accountability, serves as the District's representative to professional, industry and community groups and customers and to other agencies, organizations and individuals.
Participates in major negotiations with contractors, consultants, vendors and other public agencies.
May act for the Deputy General Manager in his absence.
Participates in regional, state, national and other professional meetings and conferences to stay abreast of trends and technology related to District operations, particularly in areas of assigned accountability.
DESIRED MINIMUM QUALIFICATIONS
Principles and practices of general, fund and governmental accounting including financial statement preparation and methods of financial control and reporting; principles and practices of cost and fixed asset accounting; internal control and audit principles and practices; GAAP, GASB and GFOA accounting standards and requirements; District functions and associated management, financial and public policy issues; principles and practices of budgeting, purchasing and maintenance of public records; organization and functions of an elected board of directors; the Brown Act and other law and regulations governing the conduct of public meetings; social, political and environmental issues influencing program/project development and implementation; research methods and analysis techniques; principles and practices of effective human resource management and supervision; District personnel rules, policies and labor contract provisions; principles and practices of sound business communications.
Analyze and make sound recommendations on complex management and administrative issues; plan, organize and direct the financial operations & administrative functions of a large, complex water distribution and water reclamation system; understand, interpret, explain and apply District policy and procedures; present proposals and recommendations clearly, logically and persuasively in public meetings; represent the District effectively in negotiations; develop and implement appropriate procedures and controls; prepare clear, concise and comprehensive correspondence, reports, studies and other written materials; exercise sound, expert independent judgment within policy guidelines; establish and maintain effective working relationships with Board members, all levels of District management, other elected and appointed governmental officials, consultants, contractors, developers, vendors, employees, media representatives and the public; exercise tact and diplomacy in dealing with sensitive, complex and confidential issues and situations.
Training and Experience:
A typical way of obtaining the knowledge, skills and abilities outlined above is graduation from a four-year college or university with a major in finance, accounting, business administration or a closely related field; and at least ten years of progressively responsible financial or accounting management experience in the operation and maintenance of a large, complex public water utility; or an equivalent combination of training and experience.
A master’s degree in public or business administration, or a related field, is highly desirable.
PHYSICAL AND MENTAL DEMANDS
The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this class, employees are regularly required to sit; talk or hear, in person, in meetings and by telephone; use hands to finger, handle, feel or operate standard office equipment; and reach with hands and arms. Employees are frequently required to walk and stand. Specific vision abilities required by this job include close vision and the ability to adjust focus.
While performing the duties of this class, employees are regularly required to use written and oral communication skills; read and interpret complex data, information and documents; analyze and solve complex policy and operational problems; observe and interpret people and situations; use math and mathematical reasoning; learn and apply new information or skills; perform highly detailed work on multiple, concurrent tasks with constant interruptions; work under intensive deadlines and interact with Board members, all levels of District management, other elected and appointed governmental officials, consultants, contractors, developers, vendors, employees, media representatives and the public.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employees work under typical office conditions, and the noise level is usually quiet.