Chief Financial Officer Description

About Marin Housing Authority / Careers

Revised: July 9, 2002

Revised: April 2005

Definition

Under administrative direction, develops, plans and manages Agency financial and administrative functions and activities including financial and fiscal management of budgets, financial statements and funding source reporting, administrative operations for the Agency including personnel, risk management, purchasing, accounting and payroll and information systems technology; serves as a member of the Agency's management team and provides expert professional assistance to Agency management staff in administration and fiscal management; and performs related work as required.

Supervision Received and Exercised

Receives administrative direction from the Executive Director. Provides administrative direction to professional staff and general direction to administrative support staff.

Class Characteristics

This is a single position administrative management class oversees and participates in the Agency’s budgetary and fiscal activities, including investment and budget development and manages the administrative services and personnel management divisions of the Agency including information systems technology, payroll and employee benefit administration, purchasing, risk management, insurance and related operational services.

Example of Duties (Illustrative Only)

• Manages and oversees the daily operations, activities and performance of professional and support staff in accounting and administrative services including personnel, payroll, general services, purchasing, information technology, workers’ compensation and risk management.
• Plans, organizes, administers, reviews and evaluates the work of professional and technical support staff.
• Oversees the selection, training, and professional development of staff; authorizes and implements disciplinary actions as required.
• Provides policy and procedural guidance and interpretation to staff.
• Prepares draft budgets for Agency divisions, and works with subsidy formulas for all Housing Programs.
• Develops, reviews and implements Agency policies, ordinances and procedures to meet legal requirements and operational needs.
• Coordinates the production and administration of the annual budget for the Agency; calculates cost distribution; provides for financial forecasting and planning; monitors the adopted budget and prepares periodic budget reviews for management and the Board of Supervisors.
• Prepares or directs the preparation and reconciliation of journals, ledgers and other accounting records; prepares comprehensive annual Financial Statements, including narrative, financial and statistical data; ensures that financial transactions meet all federal, state and funding agency guidelines and regulations and are submitted in a timely manner.
• Maintains an effective investment portfolio and ensures that fund accounting and reporting systems are within the guidelines established by the agency and State, Federal, and other funding organizations.
• Oversees, coordinates and provides information required for the annual financial audit; responds to and implements the recommendations.
• Oversees information technology functions including telephone systems; prepares requests for proposal and works closely with consultants and vendors to achieve an effective, agency-wide information technology system.
• Develops and oversees an effective purchasing and inventory control program; ensures that Agency resources are allocated in a cost-effective manner.
• Oversees and participates in agency-wide risk management, safety and insurance programs; coordinates activities of third party administrators in the provision of liability, workers' compensation and employee insurance and benefit programs.
• Coordinates the acquisition and maintenance of office equipment and systems.
• Serves as a member of the agency's management team, including strategic planning, coordinating inter-agency projects and acting in an advisory capacity for agency-wide issues.
• Prepares a variety of policies, procedures, correspondence, contracts, reports and other written materials.
• Prepares and files a variety of reports as required by various funding and regulatory agencies.
• Perform other related work as assigned.

Qualifications

Knowledge of

• Principles and practices of public agency and housing authority financial functions including governmental accounting, auditing and reporting and applicable laws, codes and regulations.
• General administrative principles, negotiating techniques, management principles; budget preparation and administration and capital project financing.
• Principles and practices of technical operations of public housing.
• Principles and practices of public agency purchasing, inventory control and contract administration.
• Principles and practices of risk management including insurance and safety program administration.
• Principles and practices of public service personnel including labor relations, employee relations, progressive disciplinary procedures, hiring practices and recruitment and selection.
• Principles and practices of supervision including staff goal setting and development, performance evaluation and supervision of staff.
• Techniques for dealing with a variety of individuals from various socio-economic, cultural backgrounds.

Skill in:

• Planning, administering, coordinating, reviewing, evaluating and participating in a comprehensive public agency financial management program.
• Analyzing and solving problems, identifying and choosing appropriate decisions, making judgments on all decisions and realizing ramifications or possible impact of each decision.
• Developing and implementing goals, objectives, policies, procedures, work standards and internal controls.
• Interpreting, applying and explaining complex State and Federal laws, codes, regulations and ordinances pertaining to public housing accounting, fiscal reporting requirements, financial documents and compliance.
• Maintaining accurate financial records and preparing clear and accurate reports for regulatory, informational, auditing and operational use.
• Selecting, training, motivating and evaluating the work of professional and support staff directly and through subordinate managers.
• Preparing clear and concise reports, correspondence, policies, procedures and other written materials.
• Dealing tactfully and effectively with government officials, representatives of outside groups and interests, tenants, employees, the general public.
• Operating standard office equipment, including job-related computer hardware and software applications, facsimile equipment and multi-line telephones.
• Establishing and maintaining effective working relationships with those contacted in the course of the work.
  

Education and Experience:

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 a four year college or university with major course work in accounting, economics, business or public administration or a field related to the work and five years of management or administrative experience in fiscal management, accounting and/or administrative service functions in a public agency setting. Possession of an advanced degree and experience, which will have provided knowledge of HUD accounting and financial reporting systems, are desirable.

Physical Demands:

While performing the duties of this job the employee is frequently required to sit for extended periods of time, talk and hear within standard ranges. The employee is required to walk, use hands to finger, handle, or feel objects, tools, or computer controls; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Work is performed in a normal office setting with moderate noise levels.

Marin Housing Authority is an equal opportunity, affirmative action employer. Minorities, women and individuals with disabilities are strongly encouraged to apply.  Upon request, reasonable accommodations will be made for persons with disabilities and for religious reasons.