This is the full supervisory-level class in the professional accounting series that exercises independent judgment on diverse and specialized accounting functions and has significant accountability and ongoing independent decision-making responsibility associated with the work. The incumbent organizes and oversees day-to-day accounting processing, reporting, and record-keeping activities and is responsible for providing professional-level support to the Director of Grants and Compliance in a variety of areas. Responsibilities include oversight of the accounts payable and accounts receivable functions within grants area, in addition to account reconciliation and financial report preparation activities.
Examples of Essential Job Functions:
- Plan, organize, assign, supervise, and review the work of professional and technical accounting and office support staff in the Finance Services Department; trains staff in work procedures; provides policy guidance and interpretation to staff; evaluates employee performance and works with employees to correct deficiencies; recommends and implements disciplinary procedures; assists in selection and promotion.
- Monitors activities of the assigned work unit; recommends improvements and modifications and prepares various reports on operations and activities, including workload and workflow statistics.
- Recommends and implements goals, objectives, policies, and procedures, and changes to applicable Commission codes; establishes schedules and methods for assigned accounting functions.
- Determines and recommends staffing needs for assigned activities and projects; participates in the annual budget preparation; prepares detailed cost estimates with appropriate justifications, as required; maintains a variety of records and prepares routine reports of work performance.
- Responds to inquiries from other accounting and finance staff, other departments, and outside agencies regarding assigned accounting functions ; investigates complaints and sensitive issues; recommends corrective actions to resolve issues .
- Prepares, maintains and supervises the preparation of complex accounting records for assigned local, state and federally funded programs; sets up, maintains and reconciles general ledger accounts for designated program contracts; verifies fund availability and recommends establishment of Auditor's Certificates; verifies charges are made to appropriate program accounts; researches questions and discrepancies, confers with program managers and, when necessary, funding source officials to resolve problems; ensures encumbrances and payments are correct and in full compliance with all applicable fiscal and program contract requirements;
- Tracks and monitors all charges made to designated program funds; prepares funding source requisitions and transfers; closes out completed programs, reconciling total expenses to authorized funding; approves the electronic draw down of authorized funds.
- Prepares standard quarterly and annual financial statements and reports for designated funds and accounts, including footnotes, supporting schedules, and working papers; assists in coordinating the Commission's annual outside audit.
- Monitors and coordinates the preparation, balancing, and reconciliation of journals, ledgers, and other accounting records; prepares or directs the preparation of records and reports for submission to various regulatory and other governmental agencies.
- Performs responsible accounting, financial, and/or budgetary document processing, document review, and program support work.
- Establishes and maintains internal control procedures and ensures that accounting standards are met.
- Prepares and directs the preparation of a variety of written correspondence, reports, procedures, and other materials.
- Maintains operational and accounting records; oversees the proper and timely destruction of records.
- Monitors changes in laws, regulations, and technology that may affect operations of the assigned work unit; implements policy and procedural changes after approval.
- Performs duties of professional and technical subordinate staff as required.
- Plans, coordinates, and carries out special projects as assigned by departmental managers.
- Strong understanding and application of GAAP and GASB is required.
- Performs other duties as assigned.
- Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures.
- Accounting, auditing, financial forecasting, and budgeting principles and practices, including GAAP, FASB and GASB.
- Principles, practices, and techniques of budgetary, accounting and finance, including evaluating proposed expenditure data, developing data and performing calculations to formulate expense levels for assigned accounts, and tracking expenditures for assigned accounts.
- General principles and practices of public agency accounting and finance, including general and governmental accounting, auditing, and reporting functions.
- Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to assigned area of responsibility.
- Recent and on-going developments, current literature, and sources of information related to the operations of the assigned programs.
- Record keeping principles and procedures for grants and funds and Finance and Accounting.
- Modern office practices, methods, and computer equipment and applications related to the work.
- English usage, grammar, spelling, vocabulary, and punctuation to effectively communicate in person, over the telephone, and in writing.
- Techniques for effectively representing the Commission in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations.
- Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and Commission staff.
- Advanced working knowledge of various Microsoft Office programs including MS Excel, Word and PowerPoint.
Education and Experience:
- Assist in developing and implementing goals, objectives, practices, policies, procedures, and work standards.
- Supervise, select, train, motivate, and evaluate the work of staff.
- Plan, organize, administer, coordinate, review, evaluate, and personally participate in comprehensive public agency accounting functions.
- Prepare and maintain clear and accurate financial reports, correspondence, policies, procedures, and other written materials.
- Analyze complex accounting and/or fiscal issues and recommend resolutions.
- Verify the accuracy of financial data and information.
- Interpret, apply, explain, and ensure compliance with applicable Federal, State, and local policies, procedures, laws, and regulations.
- Effectively conduct meetings and make presentations to various groups.
- Present complex information orally and in writing in an easy-to-understand way for employees, community groups, and decision-makers.
- Analyze situations and identify pertinent problems/issues; collect relevant information; evaluate realistic options; and recommend/implement appropriate course of action.
- Establish and maintain a variety of filing, record-keeping, and tracking systems.
- Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines.
- Operate modern office equipment including computer equipment and specialized software applications programs.
- Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
- Establish, maintain, and foster positive and harmonious working relationships with those contacted in the course of work.
Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be:
Equivalent to graduation from an accredited four-year college or university with coursework in accounting, finance, business administration, or a related field and five (5) years of experience performing grants administrative, administrative service department, accounting, financial planning and analysis for mid to large sized organizations. MBA, CPA, grants administrative and governmental fund accounting experience preferred.
Licenses and Certifications:
Possession of, or ability to obtain, a valid California Driver’s License by time of appointment.
San Diego Housing Commission - 14 months ago