HomeMy WebLinkAbout05.F- Human Resources 5.F
RESOLUTION (ID # 4441) DOC ID: 4441 A
CITY OF SAN BERNARDINO — REQUEST FOR COUNCIL ACTION
Personnel
From: Helen Tran M/CC Meeting Date: 06/06/2016
Prepared by: Pamela Velez, (909) 384-
5161
Dept: Human Resources Ward(s): N/A
Subject:
Resolution of the Mayor and Common Council of the City of San Bernardino
Establishing the Classification of Accounting Division Manager (U) and Approving the
Job Description; Reclassifying Accounting Manager (U) to Accounting Division Manager
(U); and Deleting the Accounting Manager (U) Classification. (#4441)
Current Business Registration Certificate: Not Applicable
Financial Impact:
This reclassification would result in an anticipated annual additional expense of
approximately $37,000. No financial impact in current Fiscal Year 2015-16 as the
recruitment and hiring process would be completed in Fiscal Year 2016-17.
Motion: Adopt the Resolution.
Synopsis of Previous Council Action:
None
BACKGROUND/ANALYSIS
The Accounting Division is the largest division in the Finance Department, consisting of
11 personnel.
On January 1, 2014, the Finance Department established an Accountant Series
(Resolution No. 2014-12), with the management position designated as an Accounting
Manager (U). This position has been vacant since January of 2015.
To address the City's financial operational challenges both effectively and efficiently, it
became vital to fill this position to ensure work is properly allocated and completed in a
timely and accurate manner. Recruitment efforts commenced in November 2015 and
recently closed in April 2016; unfortunately, it did not produce a viable selection of
prospective candidates.
A recent survey of local cities was conducted to evaluate comparable positions and
salaries. The findings identified the need for a slight increase in the compensation to
ensure and attract well-qualified candidates. Accounting Manager positions are among
the most difficult local government positions to fill due to scarcity of candidates. The
City's current salary level has not kept up with the market factors.
Updated: 5/19/2016 by Helen Tran A I Packet Pg. 130
5.F
4441
To justify the increased compensation, it is being proposed that the classification of
Accounting Manager (U) be reclassified to Accounting Division Manager (U) and the
respective duties would be commensurate of that change.
This position is not only responsible for managing the staff in the Accounting Division,
but it also performs specialized and complex financial and cost accounting analyses and
is central to the preparation of accounting records and documents for the annual audit
for the City's financial records.
FROM TO
Accounting Manager (U) Accounting Division Manager
(U)
Salary Range 4554 4592
Bottom Step Top Step Bottom Step Top Step
Annual Salary $84,420.00 $102,624.00 $102,048.00 $124,032.00
Benefits $34,000.00 $40,000.00 $40,000.00 $45,100.00
Total $118,420.00 $142,624.00 $142,048.00 $168,132.00
Salary/Benefits
This reclassification would result in an anticipated annual additional expense of
approximately $37,000. There would not be any financial impact in current Fiscal Year
2015-16 as the recruitment and hiring process would be completed in Fiscal Year 2016-
17.
1. Establish the "Accounting Division Manager (U)," Range 4592, $8,504 -
$10,336/month, and approve the job description, attached Exhibit "A".
2. Reclassify the classification of Accounting Manager (U), Range 4554, $7,035 -
$8,552/month, to Accounting Division Manager (U), Range 4592, $8,504 -
$10,336/month.
3. Delete the classification of Accounting Manager (U), Range 4554, $7,035 -
$8,552/month.
4. Authorize the Director of Human Resources to update the Accountant Series
established on January 1, 2014 (Resolution No. 2014-12) to reflect these actions.
5. Authorize the Director of Human Resources to update Resolution Nos. 97-244
and 2011-218 to reflect these actions.
City Attorney Review:
Supporting Documents:
RESOLUTION (DOCX)
EXHIBIT A- Accounting Division Manager (U) Job Description (DOC)
Accounting Manager Survey 2016 (XLSX)
Org Chart-Finance - 2016 (PDF)
Updated: 5/19/2016 by Helen Tran A Packet Pg. 131
RESOLUTION NO.
1
RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN
2 BERNARDINO ESTABLISHING THE CLASSIFICATION OF ACCOUNTING DIVISION o
MANAGER (U) AND APPROVING THE JOB DESCRIPTION; RECLASSIFYING
3 ACCOUNTING MANAGER (U) TO ACCOUNTING DIVISION MANAGER (U); AN
DELETING THE ACCOUNTING MANAGER (U) CLASSIFICATION.
4
BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE CITY 0
5
OF SAN BERNARDINO AS FOLLOWS: o
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7 SECTION 1: The classification of Accounting Division Manager (U), Range 4592, a
8 $8,504 - $10,336 per month, is hereby established and the job description for said
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position, attached hereto as Exhibit "A," is hereby approved; and
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SECTION 2: The classification of Accounting Manager (U) , Range 4554, $7,03 2
11 0
- $8,552/month, is hereby reclassified to Accounting Division Manager (U), Range 4592, _
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$8,504 - $10,336/month; and
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14 SECTION 3: The classification of Accounting Manager (U), Range 4554, $7,035 0
_
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- $8,552/month, is hereby deleted; and °
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16 SECTION 4: The Director of Human Resources is hereby authorized to update
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17 the Accountant Series established on January 1, 2014 (Resolution No. 2014-12) to N
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18 reflect these actions; and
19 SECTION 5: The Director of Human Resources is authorized to update
20 Resolution Nos. 97-244 and 2011-218 to reflect these actions; and o
21 SECTION 6: The Director of Finance, or designee, is authorized to amend the o
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FY 2015/16 budget to reflect these actions. w
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Packet Pg.132
SY a
1 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN
BERNARDINO ESTABLISHING THE CLASSIFICATION OF ACCOUNTING DIVISION
2 MANAGER (U) AND APPROVING THE JOB DESCRIPTION; RECLASSIFYING o
ACCOUNTING MANAGER (U) TO ACCOUNTING DIVISION MANAGER (U); AN w
3 DELETING THE ACCOUNTING MANAGER (U) CLASSIFICATION.
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1 HEREBY CERTIFY that the foregoing Resolution was duly adopted by the $
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Mayor and Common Council of the City of San Bernardino at a meeting thereof, held on o
6 0-
the day of , 2016, by the following vote, to wit: a
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COUNCILMEMBERS: AYES NAYES ABSTAIN ABSENT
9
MARQUEZ
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BARRIOS N
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VALDIVIA °
12 SHORETT
13 NICKEL
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14 RICHARD o
MULVIHILL 0
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Georgeann Hanna, City Clerk s
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18 The foregoing Resolution is hereby approved this of w
2016.
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21 R. Carey Davis, Mayor
City of San Bernardino 0
22 Approved as to form:
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Gary D. Saenz, City Attorney
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24 By_ w
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2 Packet Pg.'133
Exhibit "A"
PROPOSED
Class Code: d
M/CC Date Updated:
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City of San Bernardino Signature:
Director of Human Resources
Bargaining Unit: Management/Confidential >
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Class Specification c
ACCOUNTING DIVISION MANAGER (U) 0
U
JOB SUMMARY Q
Under direction of the director, plans, organizes and manages the work of accounting division c
staff in the preparation and maintenance of the City's financial records and reports; prepares w
financial statements and reports; performs complex and difficult financial and accounting o
analyses; and performs related duties as assigned. a
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DISTINGUISHING CHARACTERISTICS N
Accounting Division Manager (U) is responsible for maintenance of the City's centralized
accounting records, including the general ledger, and reviewing decentralized accounting N
information and preparing periodic and annual financial statements and reports of accounting w
and financial transactions, activities and funds. The incumbent may manage the work of .-
professional and technical accounting staff engaged in processing accounting transactions to
the general ledger as determined by the Director of Finance, reconciling accounts and preparing
adjustments. Further, the incumbent performs specialized and complex financial and cost o
accounting analyses and participates in the audit of City financial records. Assignments are a
broad in scope and allow for a high degree of administrative discretion in execution. y
d
ESSENTIAL DUTIES AND RESPONSIBILITIES
The duties listed below are intended only as illustrations of the various types of work that may
be performed. The omission of specific statements of duties does not exclude it from the
position if the work is similar, related or a logical assignment to this class.
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1. Plans, organizes, controls, manages and evaluates the work of assigned accounting
division staff; with staff, participates in establishing operational plans and initiatives to
meet departmental goals and objectives; implements departmental plans, work o
programs, processes, procedures and policies required to achieve overall department T
performance results; coordinates and integrates departmental functions and o
responsibilities to achieve optimal efficiency and effectiveness; participates in developing
and monitoring performance against the annual departmental budget as determined by
the Director of Finance. o
2. Plans and evaluates the performance of accounting division staff; establishes
performance requirements and personal development targets; monitors performance Q
and provides coaching for performance improvement and development; provides or Q
recommends compensation and other rewards to recognize performance; takes m
disciplinary action, up to and including termination, to address performance deficiencies, X
subject to management concurrence, in accordance with the City's human resources w
policies and procedures, Civil Service Rules and labor contract provisions as determined
by the Director of Finance.
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Accounting Division Manager(U) Page 1
Packet Pg. 134
5.F.b
Exhibit "A"
PROPOSED
3. In conjunction with the Director of Finance provides leadership and works with staff to a,
develop and maintain a high performance, customer service-oriented work environment
that supports achieving the City's mission, strategic goals and core values.
4. Coordinates and participates in the work of staff engaged in booking financial =
transactions and maintenance of the general ledger, subsidiary ledgers and other 2
accounting records; oversees the reconciliation of accounts and records; maintains
specialized accounting and financial records for enterprise funds and assessment o
districts; provides professional recommendations on complex situations involving the c
booking of expenses; provides direction on difficult and unusual accounting and
reporting issues; audits and monitors City accounting activities to ensure compliance 0
with legal and regulatory requirements and mandates; maintains and updates the City's a
Chart of Accounts in coordination with the Director of Finance. c
5. Manages, supervises and participates in preparation of interim and annual financial c
statements, schedules, working papers and notes; supervises and prepares periodic .2
financial reports to departments, City management, City Council and other o
organizations; researches and works with department heads and other managers to a.
resolve accounting and reporting problems and discrepancies; performs a variety of
complex financial and accounting analyses, including cost accounting analyses for N
specific programs and operations; coordinates and participates in preparation of the
annual CAFR and approves the final document for publication. y
6. Formulates and implements, or recommends, accounting "best practice" policies, w
procedures and internal controls to ensure the integrity of the City's financial operations
and compliance with all legal requirements in coordination with the Director of Finance.
7. Supervises and coordinates staff activities in preparing working papers and documents
kw, for and responding to the requests and inquiries from the City's outside independent o
auditors; reviews and prepares responses to audit findings as determined by the Director a
of Finance.
8. Assists City departments, as needed, in their compliance with grant related o
administrative requirements and addresses various audits associated with receipt of Q
those grants.
9. Performs a variety of complex analyses and special projects as assigned.
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d
GENERAL QUALIFICATIONS
Knowledge of. �
1. Principles and practices of general, fund and governmental accounting including
financial statement preparation and methods of financial control and reporting. o
2. Principles and practices of cost and fixed asset accounting.
3. Internal control and audit principles and practices. o
4. Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards 0
Board (GASB) and Government Finance Officers Association (GFOA) accounting
standards and requirements. o
5. Principles and practices of public agency budgeting.
6. Principles, methods, practices and legal requirements for public agency capital `C
financing. Q
7. Federal, state and local laws, regulations and court decisions applicable to assigned m
areas of responsibility. _
8. City operations, functions and challenges and associated financial management issues. w
9. Principles and practices of public administration, including budgeting, purchasing,
contract administration and maintenance of public records.
10. Research methods and statistical and financial analysis techniques.
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Accounting Division Manager(U) Page 2
Packet Pg. 135
5.F.b
Exhibit "A"
PROPOSED
11. Principles and practices of computer-based financial and accounting systems.
12. Principles and practices of sound business communication.
13. Principles and practices of effective management and supervision.
14. City human resources policies and procedures, Civil Service Rules and labor contract
provisions.
2
2
Ability to: o
1. Plan, manage, coordinate and integrate the work of staff engaged in preparing and c
maintaining City-wide financial records and reports. c
2. Analyze and make sound recommendations on complex accounting and financial issues, 0
data and operations.
3. Understand, interpret, explain and apply federal, state and local policy, law, regulations c
and court decisions regulating the City's financial accounting, reporting and record c
keeping. 2
4. Develop and implement sound financial and accounting procedures and controls. c
5. Communicate clearly and effectively, orally and in writing. a
6. Prepare clear, concise and comprehensive financial statements, reports, w
correspondence, studies and other written materials. N
7. Exercise sound, expert independent judgment within general policy guidelines.
8. Exercise tact and diplomacy in dealing with sensitive and complex issues and situations.
9. Establish and maintain effective working relationships with the City Manager, department W
directors and managers, auditors, staff, the public and others encountered in the course
of work.
MINIMUM QUALIFICATIONS 0
0
Any combination of education and experience that provides the required knowledge, skills, and Q
abilities to perform the essential job duties of the position is qualifying. Incumbents will possess
the most desirable combination of training, skills, and experience, as demonstrated by their past o
and current employment.
0
Education, Training and Experience:
A typical way of obtaining the knowledge, skills and abilities outlined above is graduation
from an accredited four-year college or university with a major in accounting, finance or a a�
closely related field; at least six (6) years of progressively responsible professional finance
and/or accounting experience in a municipal agency, at least two (2) years of which were in
a supervisory capacity; or an equivalent combination of training and experience. A Master's o
Degree is highly desirable. Licensed as a Certified Public Accountant is preferred. 2
Accreditation shall be by a national or regional accreditation body that is recognized by the
1 Secretary of the United States Department of Education.
Licenses; Certificates; Special Requirements: 0
A valid California driver's license and the ability to maintain insurability under the City's Q
vehicle insurance policy. Q
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Licensed as a Certified Public Accountant is preferred. m
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PHYSICAL DEMANDS w
The physical demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this class. Reasonable
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Accounting Division Manager(U) Page 3
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Exhibit "A"
PROPOSED
accommodations may be made to enable individuals with disabilities to perform the essential aD
functions.
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While performing the duties of this job, the employee is regularly required to sit; talk or hear, M
both in person and by telephone; use hands to finger, handle and feel computers and standard o
business equipment; and reach with hands and arms. The employee is frequently required to .A
stand and walk. o
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Specific vision abilities required by this job include close vision and the ability to adjust focus.
WORK ENVIRONMENT v
The work environment characteristics described here are representative of those an employee a
encounters while performing the essential functions of this class. Reasonable accommodations o
may be made to enable individuals with disabilities to perform the essential functions. c
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The employee works under typical office conditions, and the noise level is usually quiet. a°
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