Placer County

County Budget & Fiscal Officer (#11842)

$71.35-$89.12 Hourly / $12,367.33-$15,447.47 Monthly / $148,408.00-$185,369.60 Yearly

DEFINITION

(Unclassified)

To develop, administer, coordinate, direct, monitor, and manage the County’s annual budget and capital infrastructure planning, as well as other fiscal projects, plans, and forecasts; to analyze and consolidate various budget estimates received from departments and other budget units into the final annual budget document, including revenue sources and funding needs; to establish and implement assigned program objectives; and to provide highly complex administrative and fiscal management assistance to the County Executive Officer or their designee.

DISTINGUISHING CHARACTERISTICS

This single position job class is assigned to the County Executive’s Office (CEO) and is responsible for the overall coordination of budget and policy analysis while providing expert level authority and consultative services on budget and fiscal issues to elected officials, executive management, and line departments’ managerial, budget, and analytical staff members. This position also serves as an advisor to the County Executive Officer and directs the CEO’s management team on a variety of complex budgetary, fiscal, and related functions.

This classification is distinguished from Assistant Budget and Fiscal Officer in that the latter assists in the planning and implementation of the countywide budget with a focus on long-term financial planning, whereas this classification has direct authority and responsibility for the Countywide budget development and monitoring process.

SUPERVISION RECEIVED AND EXERCISED

Receives administrative direction from the County Executive Officer or their designee.

Exercises direct and indirect supervision over management, supervisory, professional, technical, and/or clerical staff.

EXAMPLES OF ESSENTIAL DUTIES

Duties may include, but are not limited to, the following:
  • Direct the development and implementation of the Countywide budget, departmental policies, procedures, and systems; direct the identification and allocation of fiscal, staffing, and material resources; facilitate problem-solving, decision-making, and planning activities of the department.
  • Plan, direct, manage, and facilitate the CEO’s budgetary and fiscal records and reporting systems, management information and data processing systems, capital asset and capital facility projects, administrative and clerical support activities, and other administrative and operational functions as necessary.
  • Oversee data-gathering activities related to preparation of cost estimates and fiscal plans; participate with accounting and operations staff in determining fund balances and year-end procedures; provide strategic technical financial input in internal and external negotiations as required. 
  • Identify administrative and operational goals, objectives, priorities, and activities to be accomplished consistent with the CEO’s mission; develop strategies for the successful achievement of those goals, objectives, and priorities; direct the implementation of accepted strategies and plans.
  • Develop infrastructure construction, use, and fiscal plans; provide funding strategies and policy recommendations for these projects; monitor ongoing project construction costs, strategize funding sources and the flow of funds with the Facilities Management Department; recommend, coordinate, and manage external financing activities related to construction or acquisition of capital infrastructure projects; negotiate and process contractual agreements related to facilities or financial arrangements.
  • Prepare and review detailed and complex capital project financial analyses and management reports that provide statistical and financial data and information on status of budget/expenditure, appropriations, grant billing, fund source/availability, and projected revenues and expenditures; may analyze development proposals.
  • Advise the County Executive Officer and direct management and fiscal staff in the implementation of sound financial and budgetary policies as adopted by the Board of Supervisors; prepare long-range financial projections and make strategic recommendations to address fiscal concerns and priority expenditures; prepare and review detailed and complex financial analyses and management reports on projected revenues and expenditures. 
  • Direct, coordinate, and manage the preparation of Placer County’s proposed and final budgets; develop justifications for budgetary recommendations; prepare fiscal reports and presentations in adherence with the budget calendar; coordinate the finalization of budgets to ensure the timely submission of budgets to the Board of Supervisors as required.  
  • Review, monitor, and direct the financial activity of the County budget, operating and proprietary funds, department budgets, and individual cost centers; supervise and direct the financial functions of the County; recommend new procedures and/or accounting programs; oversee the collection of data and preparation of financial reports; analyze reports to determine performance to established budget(s). 
  • Recommend the appointment of staff; provide training; direct, mentor, and motivate staff to achieve high levels of productivity; conduct performance evaluations; recommend and implement discipline as necessary.
  • May coordinate departmental support as assigned; serve as liaison between assigned departments and the County Executive Office; review and analyze departmental operations, activities, and budgets and provide recommendations and alternative solutions.
  • Provide budgetary and financial expertise to the County Executive Officer, the Board of Supervisors, the County’s management team, and the public in a professional, responsible, and supportive manner; attend regular and special meetings of the Board of Supervisors; provide professional recommendations on courses of action related to fiscal and policy matters.
  • Act as a representative of the County with outside organizations, local communities, special interest groups, businesses, customers, and the general public utilizing accepted principles of effective customer service.
  • Establish and maintain open communications with County departments, multi-disciplinary teams, and other governmental organizations; coordinate data, resources, and work products in support of a productive and positive working relationship.
  • Serve as an effective and positive member of the CEO management team; participate in strategic planning, legislative review and analysis, and policy development.
  • Participate in the identification and allocation of resources (fiscal, staffing, supplies, and other); contribute to the problem-solving, decision-making, and planning activities of the CEO.
  • Prepare, develop, and deliver budget presentations to the Board of Supervisors at pre-determined intervals and present other agenda items as needed. 
  • Maintain awareness of and participation in an appropriate external professional environment to ensure the highest level of professional standards are applied to service delivery.
  • Perform related duties as required.

WORKING CONDITIONS

Work is typically performed in an indoor office environment with controlled temperature conditions and may require travel to and from locations in a variety of outdoor weather conditions.

MINIMUM QUALIFICATIONS

Experience and Training
Any combination of experience and training that would provide the required knowledge and abilities is qualifying. A typical way to obtain the required knowledge and abilities would be:

Experience: Five (5) years of administrative work experience in financial management, budgeting, public administration, or a comparable field, including two (2) years of management responsibility.

Training: A bachelor's degree from an accredited college or university with major course work in public administration, finance, or a related field. A master’s degree is preferred.

License or Certificate
  • Certified Public Accountant (CPA) or similar government finance professional designation is preferred.
  • May need to possess a valid driver's license as required by the position. Proof of adequate vehicle insurance and medical clearance may also be required.

KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of:
  • Governmental accounting and financial reporting standards; governmental fund budgeting and finance.
  • Principles and modern methods of public and/or business administration with special reference to financial, budget, and personnel management.
  • Advanced principles of fiscal administration, public budgeting, fiscal forecasting and long-range planning, infrastructure financing plans, management of information and other administrative operational systems, cost accounting, and financial/economic analysis and its operational applications with specific experience in the same area.
  • Principles and practices of policy development and implementation.  
  • Principles and practices of special project management, report writing, and financial and organizational analysis and reporting.
  • Basic principles and practices of local government.
  • Principles and practices of management, leadership, motivation, team building and conflict resolution.
  • Advanced principles and practices of organizational analysis and human resource planning.
  • Organizational and management practices as applied to development, analysis, and evaluation of programs, policies, and operational needs.
  • Pertinent local, state, and federal rules, regulations, and laws.
  • Principles and practices of supervision, training, and personnel management.
  • Standard and accepted office practices, procedures, and equipment.
  • Principles and practices of work safety.
Ability to:
  • On a continuous basis, know and understand all aspects of the job; read, observe, identify, recall, understand, interpret, analyze, apply, and explain office programs, operations, reports, business process systems and procedures, special projects,  analytical and statistical information, and federal, state, and local laws, policies, and regulations; observe and analyze situations and determine proper course of action; work under time pressure and complete a high volume of tasks with frequent interruptions; manage multiple tasks and projects simultaneously and quickly switch between tasks; focus on a single task for long periods of time.
  • On a continuous basis, sit at a desk or in meetings for long periods of time. Intermittently stand, walk, twist, bend, kneel, and squat, to reach equipment surrounding desk, or other office equipment or files; perform simple grasping and fine manipulation; speak, use a telephone, write, and use a keyboard to communicate or to enter/retrieve data from a computer; see and hear with sufficient acuity to perform essential job functions; and lift light weight.
  • Organize, coordinate, and direct multiple, complex county budget processes and activities.
  • Communicate clearly and concisely, both verbally and in writing, including the ability to make concise and persuasive public presentations.
  • Direct activities of professional, technical, and clerical staff involved in assigned areas of responsibility; supervise, train, and evaluate personnel.
  • Successfully develop, manage, and monitor multiple, detailed budgets.
  • Make presentations to governing boards and community groups; gain cooperation through discussion, persuasion, and negotiation.
  • Think strategically and critically to recognize potential issues associated with a variety of stakeholders involved in the fiscal operations of the agency; exercise discretion and discernment within a politically sensitive environment.
  • Independently interpret and apply pertinent local, state, and federal laws, guidelines, and regulations. 
  • Analyze problems, collect and evaluate data, define and select alternative solutions, draw conclusions, formulate recommendations, and project consequences of recommendations.
  • Develop and recommend policies and procedures related to assigned operations and for multi-disciplinary assignments.
  • Apply the principles and practices of personnel administration, motivation, team building, and conflict resolution.
  • Perform complex mathematical and statistical calculations accurately.
  • Determine effective methods of research; compile data and present it in a form most likely to enhance understanding.  
  • Prepare reports, statistical data, forms, questionnaires, and surveys.  
  • Read, analyze, evaluate, and summarize written materials and statistical data. 
  • Use a computer and designated software applications at a level sufficient to perform assigned duties.
  • Establish and maintain effective working relationships with those contacted in the performance of required duties.

MISCELLANEOUS INFORMATION

Bargaining Unit: 
Unclassified Management

FLSA Status:
Exempt

CLASS: 11842; EST: 8/30/2024;