Description

SUMMARY

The Finance Department is seeking a Deputy Director/Treasurer who has demonstrated progressive leadership success in the financial arena, to include managerial oversight of complex financial operations. 

Under the direction of the Chief Financial Officer, the Deputy Director/Treasurer will directly oversee managers that are responsible for the day-to-day function of Cash and Debt Management, and Revenue. The Deputy Director/Treasurer will also work closely with the Risk Management Division which supports the City of Charlotte and five external agencies including Mecklenburg County and Charlotte-Mecklenburg Schools.

The Deputy Director/Treasurer assists the Chief Financial Officer (CFO) in planning, organizing, and managing the City’s financial operations.  As a member of the Finance Leadership Team, the Deputy Director/Treasurer advises the CFO and provides high-quality services to the City by having excellent customer service skills and technical skills; providing leadership and oversight regarding debt management functions and issuance of debt and credit rating process; overseeing management of the City’s investment portfolio, cash flow and banking activities;; overseeing management of cash collections and e-Business for both payments and receipts; building strong relationships with other City departments, vendors, and consultants; utilizing management skills and being proficient in directing and supervising people, projects, resources, budgets; communicating effectively and demonstrating strong abilities in negotiation, persuasion, and conflict resolution; and hiring, developing, and retaining high quality employees. The Deputy Director serves as an ex officio trustee and Treasurer for the Charlotte Firefighters Retirement System (CFRS) and is responsible with oversight of the collection, disbursement and investment activities for CFRS.

Knowledge, Skills and Abilities

• Proven track record of achieving a successful culture of high performance and personal accountability as a highly accomplished financial professional
• Ability to effectively manage, develop and engage staff to deliver excellent customer service through increased training, responsibility, productivity, morale and retention.
• Ability to establish and maintain effective working relationships with all levels of city management, external partners such as financial advisors, bond counsel, banking partners, underwriters, underwriters’ counsel, applicable federal, state, and local agencies and other stakeholders to effectively manage financial resources in order to leverage opportunities and mitigate challenges.
• Knowledge of laws and regulations governing financing of public facilities, arbitrage rebate, bond disclosure, tax law and state statutes relating to local government debt.
• Knowledge and experience with available types of municipal financing vehicles such as general obligation, revenue bonds, lines of credit, variable rate bonds and other types of debt.
• Knowledge and experience with advising on capital financing strategies, financial modeling, effective borrowing for capital projects and evaluating financial proposals pursuant to financial policies and financing requirements.
• Knowledge and experience with cash management and investing.
• Knowledge and experience with billing, collection and depositing of revenue, and utility billing systems.
• Familiarity with other functional areas of finance including: Governmental accounting, financial reporting including the Annual Comprehensive Financial Report, and external audit process.
• Processing accounts payable and receivables.
• Development and modification of financial policies, procedures and best practices with consideration of internal controls.
• Risk management including insurance and loss control services.
• Ability to communicate effectively orally and in writing including transparency and clear communication of financial position to stakeholders in one-on-one, small groups and public speaking and to make complex financial topics understandable to citizens, staff and Council members.
• Skilled, detail-oriented professional who continuously monitors and engages in process improvement in a service-driven organization.

Requirements

Preferred Qualifications

Master’s degree in economics, finance, accounting, public administration or closely related field with four or more years of relevant full-time professional experience in public finance; financial management and investment experience in a government agency; knowledge of North Carolina general statutes including Chapter 159 - Local Government Finance; understanding of governmental financial statements and pension fund reporting; excellent quantitative, interpersonal, communication, report writing and organizational skills.

Minimum Qualifications
Bachelor’s degree with five (5) years of relevant work experience; or a master’s degree with three (3) years of relevant work experience; or an equivalent combination of education and relevant experience that provides the necessary knowledge, skills and abilities to successfully perform the essential job duties. Qualified candidates should have progressive managerial experience in financial administration and management.  Local government experience is highly preferred but not required.