Finance Director

Sunrise Water Authority Published: June 30, 2017
Location
Happy Valley, Oregon
Job Type
Category

Description

POSITION SUMMARY

Plan, direct, and oversee the accounting, finance and treasury functions for the organization.  Reports directly to the General Manager and interacts with elected officials and public on financial matters.  Supervise accounting staff in the performance of their duties.  Serve as a member of the agency’s management team.

ESSENTIAL JOB FUNCTIONS (Any of the following duties and responsibilities may be performed and are not listed in any particular order.)

Develop budgeting, accounting, and reporting systems in compliance with federal and state law. Ensure compliance with formal finance policies, procedures, and accepted best practices, including GASB and GAAP.

Prepare and review all necessary reconciliations and financial reports to support an annual audit. Work with outside auditing firm to issue the annual financial statement (CAFR).

Develop and administer policies, controls, and procedures for all internal accounting operations that include revenues and reimbursements, expense, accounts receivable, contracts and accounts payable, payroll, bank accounts, investments, and special funds.

Assemble annual Budget Committee and work closely with the General Manager and Board of Commissioners to draft and adopt agency’s budget, prepares periodic reports of performance to budget and variances.

Assist in developing and maintaining long-term forecasting of revenues and expenditures. Assist in rate design and related rule making.

Assist in preparation of capital improvement plan(s) and updating of system development charges.

Consult with various financial institutions and advisors in issuance of bond financing. Provide financial information and analyses used to prepare bond prospectuses for related reporting.

Oversee procedures for cash flow and customer payment processing. Coordinate with Customer Service Manager on procedures and policies regarding payments, deposits, and other cash transactions.  Coordinate with Engineering Manager on meter sales and processing.

Develop, monitor and maintain long-term investment policies, procedures, and practices.

Attend Board of Commissioners’ meetings and various other meetings at the direction of the General Manager, delivering financial reports or other information as needed.

Assign, supervise, and evaluate the work of employee(s) designated under the Finance Director. Implement related staff development and training programs.

Maintain cooperative relationships with Sunrise personnel, elected officials, contractors and community stakeholders.

Encourage and provide excellent internal and external customer service. Promote professional approach to problem resolution that creates a positive customer experience.

Understand and promote safety in all aspects of the work environment.

Other duties as assigned.

AUXILIARY JOB FUNCTIONS:

Assist in administering Human Resources and related reporting.

Oversee purchasing and ensure compliance with federal, state, or local rules, and regulations.

Maintain proficiency by attending training and meetings, reading relevant materials, and meeting with others in areas of responsibility.

THIS DESCRIPTION COVERS THE MOST SIGNIFICANT ESSENTIAL AND AUXILIARY JOB DUTIES FOR THIS POSITION BUT DOES NOT INCLUDE OTHER OCCASIONAL WORK RELATED TO, OR ASSIGNED THEREIN BY NECESSITY.

REQUIRED EDUCATION/EXPERIENCE

Completion of a four (4) year degree in accounting, finance, economics, or related field and 10 or more years of combined experience and training which demonstrates the knowledge, skills, and abilities to perform the listed duties.

Broad knowledge of the principles, methods and practices of governmental enterprise accounting, budgeting, financial analysis and reporting, internal controls, auditing procedures, cash management, investments, and related laws affecting public accounting and budgeting.

Must be able to effectively communicate orally and in writing.

Must successfully pass a comprehensive background check including criminal history and personal finance/credit check.

PREFERRED EXPERIENCE/LICENSES:

Certified Public Accountant (CPA) or Certified Public Finance Officer is highly

Prior experience in a public utility or municipality (subject to public meetings).

Experience supervising and directing staff. General knowledge of employment rules and personnel policies.

Prior experience with utility billing and customer service.

WORK ENVIRONMENT

Typical office working conditions. Noise level is typical of most office environments with telephones, interruptions, and background noise.

Meeting attendance may require working after normal business hours.

Position requires mobility, with frequent standing and sitting.

Duties involve moving materials weighing up to 10 pounds on a regular basis such as files, books, office equipment, etc. and may infrequently require moving materials weighing up to 25 pounds.

Manual dexterity and coordination are required more than 50% of the work period while operating equipment such as computer keyboard, calculator, and standard office equipment.

COMPENSATION

Monthly salary $7,800 to $9,500 per month, depending on experience and qualifications.

Paid medical, dental and vision coverage for employee and eligible dependents (1% employee contribution).

Employer paid life insurance and short-term disability coverage.

Employee paid long-term disability coverage (0.5% of salary).

11 paid holidays and annual paid time off.

Participation in Oregon Public Employees Retirement System (PERS).

APPLICATION PROCESS

All interested applicants MUST complete and submit the following:

  1. Completed and signed application: sunrisewater.com/OpenPositions
  2. Cover Letter
  3. Résumé
  4. References

Application materials can be mailed or emailed to:

Sunrise Water Authority

Attn:  Cindy Richards

10602 SE 129th Avenue

Happy Valley, OR  97086

crichards@sunrisewater.com

All questions about this position can be directed to Cindy Richards at (503) 761-0220.  Interviews may begin as early as August 1, 2017.