Financial Planning Manager

2 weeks ago

Palm Beach, Florida, United States Town of Palm Beach Full time

GENERAL OVERVIEW OF THE POSITION

The Town of Palm Beach is a globally recognized locale celebrated for its stunning aesthetics, quaint community atmosphere, and unparalleled service excellence. Our residents include some of the most prominent individuals worldwide, drawn to Palm Beach for its exceptional quality of life. The Town is in search of a pivotal role to uphold its principles of excellence and dependability in this unique environment.

Do you resonate with these principles? Are you prepared for the challenge? Become an integral part of our organization.

The employees of the Town of Palm Beach are motivated by the vision to provide top-tier service through continuous enhancement and the aspiration to set the benchmark for others. The Town's workforce is committed to and guided by the following principles:


• Respect for all individuals;


• Upholding the highest ethical standards;


• Fostering cooperation and teamwork;


• Dedication to quality;


• Encouraging innovation;


• Ensuring open and timely communication; and


• Emphasizing personal responsibility and accountability.

If you align with these principles, consider applying to be part of our organization.

This position entails significant supervisory and professional responsibilities involving budgetary and financial analysis, utilizing established procedures, regulations, and organizational policies to develop and execute the Town's budget. The role operates under general and executive oversight. Reporting to the Deputy Town Manager – Finance and Administration, the incumbent will assist department heads in crafting budget requests and justifications by gathering, extracting, reviewing, verifying, and consolidating diverse narrative and statistical data; scrutinizing budget requests for precision and adherence to procedures and regulations; and comparing budget requests with previous year estimates and current operational reports. More complex tasks may be assigned to support the Deputy Town Manager – Finance and Administration.


KEY RESPONSIBILITIES
  • Organizes and coordinates the development of the Town's annual operating budget and five-year capital improvement plans.
  • Collaborates with the Deputy Town Manager – Finance and Administration, budget team, and departments to formulate and finalize departmental budget proposals.
  • Monitors ongoing expenditures and revenues, preparing monthly financial reports.
  • Creates a ten-year long-range forecast for most Town funds. Prepares preliminary and final budget documents in accordance with GFOA guidelines for distinguished budget presentation awards. Compiles the Popular Annual Financial Report (PAFR) following GFOA award criteria.
  • Ensures compliance with all State of Florida Truth in Millage (TRIM) procedures.
  • Drafts budget amendment ordinances.
  • Collaborates with engineering to aid in the development and oversight of the five-year Capital Improvement Plan (CIP) and budgets.
  • Manages biweekly payroll for all Town personnel, including updating employee records, reviewing departmental time submissions for compliance with Town policies, and ensuring accurate payment of withholdings. This includes annual special payrolls for vacation conversion and longevity/annual bonuses.
  • Oversees monthly retirement payroll, including updating retiree records, timely application of COLA increases, and accurate payment of withholdings.
  • Manages all necessary tax forms related to active and retiree payrolls, including but not limited to: state re-employment, Federal 941, 945, W-2, 1099-R, and 1095-C.
  • Handles wage verifications and 13-week wage statements.
  • Conducts townwide training for staff regarding budgeting software and the budgeting process.
MINIMUM AND PREFERRED QUALIFICATIONS
  • Bachelor's degree from an accredited institution with major coursework in Accounting, Business, Finance, or a related field.
  • A minimum of five years of experience in accounting, payroll, budgeting, and financial reporting; experience in government accounting is preferred.
  • One or more of the following certifications: CPA, CGFO, CPFO, CGFM is preferred.
KNOWLEDGE, SKILLS, AND ABILITIES
  • Familiarity with budgeting and forecasting techniques, principles, and practices in public or private sectors.
  • Proficiency in spreadsheets, word processing, graphics, and database management systems.
  • Understanding of business office practices and procedures, computerized budgeting, and accounting systems.
  • Ability to operate general office equipment, such as telephones, photocopiers, facsimiles, scanners, computers, and peripheral devices.
  • Strong command of business English with excellent grammar, spelling, and punctuation skills.
  • Capacity to work independently or with minimal supervision.
  • Exceptional organizational skills with the ability to prioritize tasks and manage multiple projects and deadlines efficiently.

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