Budget and Accounting Manager – City of Appleton

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    Jeri Ohman

    This is a highly technical position responsible for assisting in the development, design and implementation of the annual City budget. Work involves assisting departments with budgetary questions and concerns and developing, designing and monitoring the annual budget, monitoring and troubleshooting the budget and general ledger modules of the City’s ERP system, and assisting in the preparation for the annual City audit. The incumbent works under the general supervision of the Deputy Director of Finance.

    Essential Job Functions

    Budget production including updating annual budget forms and preparing payroll projections. Drafting and distributing budget preparation instructions and responding to department questions. Reviewing and/or preparing assigned budgets and making necessary corrections. Completing the introduction and supplemental sections of the budget, and the initial draft of the 5-year Capital Plan and compiling all related CIP pages. Coordinating printing of budget pages and ensuring completeness of the budget document. Preparing updates to the executive budget to conform to the adopted budget upon approval by the Common Council.
    Work with individual departments to complete budget amendments throughout the year, forward amendments to the Finance Director for approval, and post approved adjustments to the City’s financial system.
    Assist with preparation of the annual City audit including providing trial balances to the auditors, preparing schedules and providing other supporting documentation as assigned, preparing the statistical section for the Comprehensive Annual Financial Report, and responding to questions.
    Review City’s automated financial systems and recommend changes to improve efficiency or accuracy. Troubleshoot and respond to system shortcomings when necessary. Provide guidance to other City staff on the use of the financial systems.
    Assist in the administration of certain City grants including working with the Community & Economic Development Department and other staff members to record grant awards, grant expenditures, project funding detail, program income, and draws against grant awards. Aid in the preparation and filing of required grant reports with local, State and federal agencies.
    Assist Department Heads, Finance Director and department staff in the identification and resolution of budgetary opportunities and concerns. Respond to questions from department staff regarding the budget or other financial matters throughout the year.
    Participate as a member of the Finance department management team in various administrative and management assignments within the department.
    Assist the Finance Director in the administration of Finance department’s budget, and other budgets for which the department is responsible.
    Maintain regular punctual and predictable attendance, work overtime and extra hours as required.

    Other Job Functions

    Prepare the annual accrual entry for the final payroll in December and the vacation and sick leave accrual for the audit.
    Provide financial, budgetary and audit guidance to Valley Transit staff.
    Prepare reports to aid in financial analysis or assist staff in accessing necessary data.
    Review budget performance measures with department representatives and make necessary changes to ensure accuracy, relevancy, and consistency with the Citywide strategic plan.
    Prepare adjusting journal entries to record financial transactions or make corrections to the general ledger.
    Acts as back-up for payroll functions.

    Requires Bachelor’s degree in Accounting or related field, three to five years of experience in budget development and analysis or governmental accounting, and general accounting and/or any equivalent combination of experience and training which provides the following education, knowledge, abilities and skills:

    Knowledge of principles and practices of governmental accounting, budgeting and finance.
    Knowledge of budgetary rules and regulations of the Common Council.
    Knowledge of performance measure budgeting and analysis.
    Ability to maintain financial records and accounts.
    Ability to prepare financial reports.
    Ability to close financial year-end and make necessary adjustments.
    Ability to assist in various aspects of budget preparation.
    Ability to work effectively under tight time constraints.
    Ability to communicate effectively, both orally and in writing with individuals both inside and outside the organization.
    Ability to perform various trend analysis, identify concerns and recommend long term solutions.
    Ability to work independently with general supervision.
    Ability to identify problems and formulate and implement creative solutions.
    Ability to work at a personal computer terminal for extended periods of time.

    Problem Solving
    Technical/Professional/Strategic Skills

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