Lansdale Borough
Under general direction, manage administrative processes and provide support to Borough Manager as chief financial advisor to the Borough, manage processes in the areas of finance, and financial information systems; provide oversight of general ledger, develop and prepare annual budget, advise on investments and provide for long term capital planning, lead audit review process and manage fixed assets inventory; assist with employee contract negotiations; act as financial liaison to various boards and commissions as directed by Borough Manager
ESSENTIAL FUNCTIONS: • Serve as chief financial advisor to the Borough Manager; establish accounting and financial controls for Borough functions; lead and direct short- and long-range financial planning; participate in strategic planning; gather, interpret and prepare data for studies, reports and recommendations. • Manage administrative processes and provide support to Borough Manager in core business services purchasing and budget; ensure appropriate policies, procedures and processes are in place to facilitate and expedite decisions regarding business operations. • Provide day-to-day oversight of General Ledger including accounts rec receivable, accounts payable, fixed assets, utility billing, cash and risk management; ensure proper review of entries and invoices internally created by departments to system review documentation of reconciliation of accounts for accuracy and conformance to laws; respond to questions, advise on policy and procedure, assist with non-routine account reconciliation matter and benefits claims, promote customer satisfaction. • Plan for coordination and preparation of annual budget; present annual budget to elected officials at a public forum; calculate budget requirements and projections for revenue, personnel and operational needs; distribute core budget figures to departments and solicit budget requests; consolidate information from departments, perform technical review to analyze trends; recommend changes in revenue rates and expenditures; finalize budget format for public inspection, prepare, or direct preparation, of state and federal reports, and ordinances and resolutions; establish systems of internal controls and plan for and coordinate implementation. • Facilitate development of long- term budget plan; analyze current and past budgets, forecast future trends, recommend effective system for setting up and tracking accounts. • Advise Administration and Finance Committee on investments and loans for long term capital planning; evaluate need for procurement of funds and investment of surplus; develop a cash investment policy that emphasizes safety, liquidity and profitability; monitor cash flow for current requirements and provide for long term forecasts; evaluate payment strategies; recommend strategies to maximize investments; develop relationships with institutions to stay abreast of changing banking environment; coordinate bond issues and ensure necessary payments are made. • Oversee employee benefit programs, services, insurances and pensions, including police pension and DROP Program; provide updates to actuary; coordinate audits; calculate funding requirements and prepare certifications; prepare and review eligibility lists for benefits payments. • In conjunction with IT Manager, manage financial information technology (IT) function; administer financial software system and intersection of financial system software and utility billing operations; review and make recommendations for financial software and hardware improvements throughout the Borough. • Lead audit review process to coordinate information and compile documentation for Auditors and proof final report; prepare annual and periodic reports on financial forecasts, surveys, and funding applications. Prepare presentation for the public. Ensure the annual audit is completed timely and reports are filed with the Pennsylvania Department of Community and Economic Development and Borough Council. • Prepare final CAFR report to include detailed charts, schedules and analysis of audit. • Manage fixed assets inventory; prepare accurate records on all assets of the Borough; prepare inventory reports for departments; compile documentation, develop spreadsheets to evaluate data, recommend revisions to procedures to improve control of fixed assets. • Provide support for financial review and tracking of contracts. • Assist Borough Manager with collective bargaining agreement negotiations; prepare costing proposals, analyze data, recommend modifications to contract language. • Participate as member of senior management to accomplish short term and long-range planning, address Borough-wide policy and issues and promote inter-departmental cooperation. • Serve as Borough representative to Finance Committee; attend evening meetings as assigned. • Serve as Assistant Administrator for the Parking Authority; perform bookkeeping duties using Caselle which includes making deposits, writing checks; reconciling bank accounts, preparing monthly treasurer reports and the yearly budget, attending meetings as required. • Maintain confidentiality of finance and personnel information.
Education: Bachelor's degree in accounting and ten years (10) of related work experience, with at least (2) years of supervisory experience, or the equivalent in combined education and experience. Municipal experience strongly preferred.
ESSENTIAL FUNCTIONS: • Serve as chief financial advisor to the Borough Manager; establish accounting and financial controls for Borough functions; lead and direct short- and long-range financial planning; participate in strategic planning; gather, interpret and prepare data for studies, reports and recommendations. • Manage administrative processes and provide support to Borough Manager in core business services purchasing and budget; ensure appropriate policies, procedures and processes are in place to facilitate and expedite decisions regarding business operations. • Provide day-to-day oversight of General Ledger including accounts rec receivable, accounts payable, fixed assets, utility billing, cash and risk management; ensure proper review of entries and invoices internally created by departments to system review documentation of reconciliation of accounts for accuracy and conformance to laws; respond to questions, advise on policy and procedure, assist with non-routine account reconciliation matter and benefits claims, promote customer satisfaction. • Plan for coordination and preparation of annual budget; present annual budget to elected officials at a public forum; calculate budget requirements and projections for revenue, personnel and operational needs; distribute core budget figures to departments and solicit budget requests; consolidate information from departments, perform technical review to analyze trends; recommend changes in revenue rates and expenditures; finalize budget format for public inspection, prepare, or direct preparation, of state and federal reports, and ordinances and resolutions; establish systems of internal controls and plan for and coordinate implementation. • Facilitate development of long- term budget plan; analyze current and past budgets, forecast future trends, recommend effective system for setting up and tracking accounts. • Advise Administration and Finance Committee on investments and loans for long term capital planning; evaluate need for procurement of funds and investment of surplus; develop a cash investment policy that emphasizes safety, liquidity and profitability; monitor cash flow for current requirements and provide for long term forecasts; evaluate payment strategies; recommend strategies to maximize investments; develop relationships with institutions to stay abreast of changing banking environment; coordinate bond issues and ensure necessary payments are made. • Oversee employee benefit programs, services, insurances and pensions, including police pension and DROP Program; provide updates to actuary; coordinate audits; calculate funding requirements and prepare certifications; prepare and review eligibility lists for benefits payments. • In conjunction with IT Manager, manage financial information technology (IT) function; administer financial software system and intersection of financial system software and utility billing operations; review and make recommendations for financial software and hardware improvements throughout the Borough. • Lead audit review process to coordinate information and compile documentation for Auditors and proof final report; prepare annual and periodic reports on financial forecasts, surveys, and funding applications. Prepare presentation for the public. Ensure the annual audit is completed timely and reports are filed with the Pennsylvania Department of Community and Economic Development and Borough Council. • Prepare final CAFR report to include detailed charts, schedules and analysis of audit. • Manage fixed assets inventory; prepare accurate records on all assets of the Borough; prepare inventory reports for departments; compile documentation, develop spreadsheets to evaluate data, recommend revisions to procedures to improve control of fixed assets. • Provide support for financial review and tracking of contracts. • Assist Borough Manager with collective bargaining agreement negotiations; prepare costing proposals, analyze data, recommend modifications to contract language. • Participate as member of senior management to accomplish short term and long-range planning, address Borough-wide policy and issues and promote inter-departmental cooperation. • Serve as Borough representative to Finance Committee; attend evening meetings as assigned. • Serve as Assistant Administrator for the Parking Authority; perform bookkeeping duties using Caselle which includes making deposits, writing checks; reconciling bank accounts, preparing monthly treasurer reports and the yearly budget, attending meetings as required. • Maintain confidentiality of finance and personnel information.
Education: Bachelor's degree in accounting and ten years (10) of related work experience, with at least (2) years of supervisory experience, or the equivalent in combined education and experience. Municipal experience strongly preferred.