Town of Lantana, FL
Assistant Finance Director
Town of Lantana, FL, Lake Worth, Florida, United States,
Salary :
$95,804.80 - $119,745.60 Annually
Location :
500 Greynolds Circle Lantana, FL
Job Type:
Full Time
Job Number:
00153
Department:
FINANCE
Division:
ACCOUNTING
Opening Date:
11/19/2024
Closing Date:
12/4/2024 11:59 PM Eastern
The Town of Lantana values the service veterans the agency supports the hiring of returning service members and military spouses.Job Summary and Essential Functions
JOB SUMMARYThe primary function of this position is to provide high-level support and assistance to the Finance Director. Directs and supervises finance operations, including cash receipts, A/R, A/P, payroll and general ledger; assists the Director with coordination and implementation of financial and budgetary controls, and internal and external financial reporting.
ESSENTIAL FUNCTIONSNote: These examples are intended only as illustrations of the various types of work performed in this classification. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment for this position.Administers daily operations through direction and guidance of accounting and clerical staff under charge; including monitoring staff activities, as appropriate, and performing annual evaluations. Also performs personnel management functions such as selection, training, guidance, coaching, and disciplinary action, as necessary.Reconciles monthly payroll and operating bank statements, investment account statements, and prepares the related journal entries. This includes researching any discrepancies, pooled interest allocation, pooled cash reconciliation and closing the month for the general ledger.Provides approval or secondary approval of a variety of functions within the Finance Department. These approvals include purchase orders, accounts payable, payroll journal entries and retirement contributions.Serves as Finance Director's designee when necessary.Prepares journal entries for all electronic transfers of revenues, debt payments and other electronic payments and fund transfers.Monitors grant activity for all departments, which includes; providing cancelled checks and copies of necessary documentation to the department heads for submission of reimbursement requests, managing the billing of grants in the Accounts Receivable system, tracking and recording the subsequent receipt of reimbursements, and accruing year-end grants receivable. Maintains grant filing system and is responsible for periodic reporting pursuant to each grant agreement.Participates in the preparation of the departments and the Town's annual budget and assists the Finance Director with TRIM Compliance, as needed.Performs independent research for Finance Director, as requested, or as new accounting and auditing standards are announced or become effective.Works on special projects as directed by Finance Director and prepares reports or analysis as needed.Assists with the Town's annual independent audit, including but not limited to; analysis of various general ledger accounts, preparation of required audit confirmations, maintaining audit files, preparation of various worksheets, and analyzing, researching, and gathering data as requested by the auditors. Also responsible for managing the audit fieldwork, including working with the audit staff to obtain documentation and to give explanations and answers to their questions.Works closely with the auditors in the preparation of the Town's Annual Comprehensive Financial Report (ACFR), which includes; updating and verifying statistical information both within the Town and from outside preparers; reviewing the MD&A; and updating the Notes to the Financial Statement.Responsible for distributing the ACFR to the appropriate entities. Also maintains and updates the list annually or as required. Insures the Annual Financial Report (AFR) is filed in a timely manner and also submits the ACFR and the application to the GFOA for the Award in Financial Excellence.Assures timely and accurate processing of payroll deductions, direct deposits, and related tax payments.Prepares State of Florida Annual Financial Report (AFR), Full Cost Accounting Report for Solid Waste notice.Ensures maintenance of town's fixed asset records and reviews the annual physical inventory count of fixed assets.Prepares monthly trial balance, revenue and expenditure reports.Provides advice and assistance to department directors and other officials on accounting policies and finance-related inquiries.Prepares OPEB (Other Post-Employment Benefits) data for analysis and annual report.Knowledge Skills and Abilities
Thorough knowledge of current municipal account keeping practices;Some knowledge of the principles underlying State and Town laws and regulations pertaining to municipal government;Ability to follow complex oral and written directions and to prepare complex financial reports;Ability to plan and supervise the work of others.The ability to conduct research, analyze and organize data and work independently.The ability to communicate effectively both verbally and in writing.The ability to handle sensitive and confidential employee information.The ability to lift 25 pounds with or without accommodation.Knowledge of office procedures, methods and equipment.Ability to establish and maintain effective working relationships with other employees, Town officials and the general public.
Minimum Requirements and Special Requirements
Minimum RequirementsGraduation from an accredited four-year college, or university, with a bachelor's degree in public administration, accounting, finance or a related field.
Experience in local government and/or a finance related field; CPA/CGFO/CPFO preferred.
An equivalent combination of education and experience that provides the required knowledge, skills, and abilities may be substituted for the minimum qualifications.
Proficient with Microsoft Office Suite and/or other similar software programs. Knowledge of CentralSquare (formally known as, Superion) NaviLine is preferred.
Special Requirements
Where an emergency impacts the Town of Lantana, all employees are subject to work or return to duty as directed to ensure continuation and restoration of services, maintain safety and fulfill the Town's responsibility to its citizens.ADA Compliance
Physical Requirements
Working Conditions
Moderate lifting, 15-44 poundsModerate carrying, 15-44 poundsUse of fingersWalking (1-2 hours)Standing (1-2 hours)Seated (6-7 hours)Kneeling (occasional)Hearing (aid permitted)Vision (correction permitted)Inside/Office EnvironmentOutside (occasional)
Holidays
- 11 Scheduled Holidays: New Year's Day, President's Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Martin Luther King Jr. Day, Veteran's Day, Thanksgiving Day, Friday after Thanksgiving, Christmas Day.
Personal Day -
One per fiscal year if hired before Sept 1st of that year. Must be used before the end of the calendar year.
Vacation -
Vacation hours for new employees will begin to accrue from your first day and can be used after six months of employment.
Vacation Accruals:1 - 5 years = 10 days6 - 8 years = 12 days9 - 15 years = 15 days16 or more years = 20 days
Bonus Vacation Days
- An employee who does not use sick leave hours for six consecutive months is entitled to one bonus vacation day (8 hours). Bonus vacation days are calculated and earned twice a year on a calendar year basis (July 1st and January 1st of each year).
Sick Leave -
Sick leave will be accrued at therate of .0462 hours for each hour paid up to (40) paid hours per week, equivalent of (1) 8-hour day a month.
Sick Time Conversion
- Non-probationary employees shall be permitted to convert to payment up to 40 hours of sick leave each December. An employee's ability to convert sick hours is reduced by the number of sick hours taken between December 1 and November 30 of the preceding year.
Compensatory Time -
All non-exempt employees may accrue compensatory time up to 40 hours. Compensatory time is accrued on the same basis upon which overtime is paid (1 ½) times.
Other Leaves
- Family Medical Leave, Bereavement Leave, Jury Duty, Military Leave, and Unpaid Leave.
Supplemental Insurance
- Employees are offered a variety of supplemental insurance such as hospital indemnity, accident, and cancer.
Life Insurance/AD&D
- Life insurance of $15,000 is provided at no cost to you.
Short Term Disability
- Insurance is provided at no cost to you.
Pension Plans
- Defined contribution plan (401a) where the Town contributes 7% of your base salary into your pension. Full vesting (100%) after 5 years of employment. Optional deferred compensation pension plan (457b) where an employee may contribute as a before-tax deduction, and the Town will match up to another 2% of your base salary.
Flexible Spending Account -
Employees have the ability to set aside, with the pretax dollars, amounts for non-reimbursed medical or dependent care expenses.
Health InsuranceHealth benefits commence the 1st of the month after 30 days of employment.
These are bi-weekly deductions as an adjustment before tax.
01
Did you graduate from an accredited four-year college, or university, with a Bachelor's degree in public administration, accounting, or finance?
YesNo
02
Have you worked with CentralSquare Naviline software (formerly known as SunGard, Superion and HTE)?
YesNo
03
Did you participate in implementing GASB Statements No. 87 and/or 96?
YesNo
04
What experience do you possess preparing a government's Comprehensive Annual Financial Report?
05
What experience do you possess in preparing financial statements?
Required Question
$95,804.80 - $119,745.60 Annually
Location :
500 Greynolds Circle Lantana, FL
Job Type:
Full Time
Job Number:
00153
Department:
FINANCE
Division:
ACCOUNTING
Opening Date:
11/19/2024
Closing Date:
12/4/2024 11:59 PM Eastern
The Town of Lantana values the service veterans the agency supports the hiring of returning service members and military spouses.Job Summary and Essential Functions
JOB SUMMARYThe primary function of this position is to provide high-level support and assistance to the Finance Director. Directs and supervises finance operations, including cash receipts, A/R, A/P, payroll and general ledger; assists the Director with coordination and implementation of financial and budgetary controls, and internal and external financial reporting.
ESSENTIAL FUNCTIONSNote: These examples are intended only as illustrations of the various types of work performed in this classification. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment for this position.Administers daily operations through direction and guidance of accounting and clerical staff under charge; including monitoring staff activities, as appropriate, and performing annual evaluations. Also performs personnel management functions such as selection, training, guidance, coaching, and disciplinary action, as necessary.Reconciles monthly payroll and operating bank statements, investment account statements, and prepares the related journal entries. This includes researching any discrepancies, pooled interest allocation, pooled cash reconciliation and closing the month for the general ledger.Provides approval or secondary approval of a variety of functions within the Finance Department. These approvals include purchase orders, accounts payable, payroll journal entries and retirement contributions.Serves as Finance Director's designee when necessary.Prepares journal entries for all electronic transfers of revenues, debt payments and other electronic payments and fund transfers.Monitors grant activity for all departments, which includes; providing cancelled checks and copies of necessary documentation to the department heads for submission of reimbursement requests, managing the billing of grants in the Accounts Receivable system, tracking and recording the subsequent receipt of reimbursements, and accruing year-end grants receivable. Maintains grant filing system and is responsible for periodic reporting pursuant to each grant agreement.Participates in the preparation of the departments and the Town's annual budget and assists the Finance Director with TRIM Compliance, as needed.Performs independent research for Finance Director, as requested, or as new accounting and auditing standards are announced or become effective.Works on special projects as directed by Finance Director and prepares reports or analysis as needed.Assists with the Town's annual independent audit, including but not limited to; analysis of various general ledger accounts, preparation of required audit confirmations, maintaining audit files, preparation of various worksheets, and analyzing, researching, and gathering data as requested by the auditors. Also responsible for managing the audit fieldwork, including working with the audit staff to obtain documentation and to give explanations and answers to their questions.Works closely with the auditors in the preparation of the Town's Annual Comprehensive Financial Report (ACFR), which includes; updating and verifying statistical information both within the Town and from outside preparers; reviewing the MD&A; and updating the Notes to the Financial Statement.Responsible for distributing the ACFR to the appropriate entities. Also maintains and updates the list annually or as required. Insures the Annual Financial Report (AFR) is filed in a timely manner and also submits the ACFR and the application to the GFOA for the Award in Financial Excellence.Assures timely and accurate processing of payroll deductions, direct deposits, and related tax payments.Prepares State of Florida Annual Financial Report (AFR), Full Cost Accounting Report for Solid Waste notice.Ensures maintenance of town's fixed asset records and reviews the annual physical inventory count of fixed assets.Prepares monthly trial balance, revenue and expenditure reports.Provides advice and assistance to department directors and other officials on accounting policies and finance-related inquiries.Prepares OPEB (Other Post-Employment Benefits) data for analysis and annual report.Knowledge Skills and Abilities
Thorough knowledge of current municipal account keeping practices;Some knowledge of the principles underlying State and Town laws and regulations pertaining to municipal government;Ability to follow complex oral and written directions and to prepare complex financial reports;Ability to plan and supervise the work of others.The ability to conduct research, analyze and organize data and work independently.The ability to communicate effectively both verbally and in writing.The ability to handle sensitive and confidential employee information.The ability to lift 25 pounds with or without accommodation.Knowledge of office procedures, methods and equipment.Ability to establish and maintain effective working relationships with other employees, Town officials and the general public.
Minimum Requirements and Special Requirements
Minimum RequirementsGraduation from an accredited four-year college, or university, with a bachelor's degree in public administration, accounting, finance or a related field.
Experience in local government and/or a finance related field; CPA/CGFO/CPFO preferred.
An equivalent combination of education and experience that provides the required knowledge, skills, and abilities may be substituted for the minimum qualifications.
Proficient with Microsoft Office Suite and/or other similar software programs. Knowledge of CentralSquare (formally known as, Superion) NaviLine is preferred.
Special Requirements
Where an emergency impacts the Town of Lantana, all employees are subject to work or return to duty as directed to ensure continuation and restoration of services, maintain safety and fulfill the Town's responsibility to its citizens.ADA Compliance
Physical Requirements
Working Conditions
Moderate lifting, 15-44 poundsModerate carrying, 15-44 poundsUse of fingersWalking (1-2 hours)Standing (1-2 hours)Seated (6-7 hours)Kneeling (occasional)Hearing (aid permitted)Vision (correction permitted)Inside/Office EnvironmentOutside (occasional)
Holidays
- 11 Scheduled Holidays: New Year's Day, President's Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Martin Luther King Jr. Day, Veteran's Day, Thanksgiving Day, Friday after Thanksgiving, Christmas Day.
Personal Day -
One per fiscal year if hired before Sept 1st of that year. Must be used before the end of the calendar year.
Vacation -
Vacation hours for new employees will begin to accrue from your first day and can be used after six months of employment.
Vacation Accruals:1 - 5 years = 10 days6 - 8 years = 12 days9 - 15 years = 15 days16 or more years = 20 days
Bonus Vacation Days
- An employee who does not use sick leave hours for six consecutive months is entitled to one bonus vacation day (8 hours). Bonus vacation days are calculated and earned twice a year on a calendar year basis (July 1st and January 1st of each year).
Sick Leave -
Sick leave will be accrued at therate of .0462 hours for each hour paid up to (40) paid hours per week, equivalent of (1) 8-hour day a month.
Sick Time Conversion
- Non-probationary employees shall be permitted to convert to payment up to 40 hours of sick leave each December. An employee's ability to convert sick hours is reduced by the number of sick hours taken between December 1 and November 30 of the preceding year.
Compensatory Time -
All non-exempt employees may accrue compensatory time up to 40 hours. Compensatory time is accrued on the same basis upon which overtime is paid (1 ½) times.
Other Leaves
- Family Medical Leave, Bereavement Leave, Jury Duty, Military Leave, and Unpaid Leave.
Supplemental Insurance
- Employees are offered a variety of supplemental insurance such as hospital indemnity, accident, and cancer.
Life Insurance/AD&D
- Life insurance of $15,000 is provided at no cost to you.
Short Term Disability
- Insurance is provided at no cost to you.
Pension Plans
- Defined contribution plan (401a) where the Town contributes 7% of your base salary into your pension. Full vesting (100%) after 5 years of employment. Optional deferred compensation pension plan (457b) where an employee may contribute as a before-tax deduction, and the Town will match up to another 2% of your base salary.
Flexible Spending Account -
Employees have the ability to set aside, with the pretax dollars, amounts for non-reimbursed medical or dependent care expenses.
Health InsuranceHealth benefits commence the 1st of the month after 30 days of employment.
These are bi-weekly deductions as an adjustment before tax.
01
Did you graduate from an accredited four-year college, or university, with a Bachelor's degree in public administration, accounting, or finance?
YesNo
02
Have you worked with CentralSquare Naviline software (formerly known as SunGard, Superion and HTE)?
YesNo
03
Did you participate in implementing GASB Statements No. 87 and/or 96?
YesNo
04
What experience do you possess preparing a government's Comprehensive Annual Financial Report?
05
What experience do you possess in preparing financial statements?
Required Question