Location: Port Charlotte,FL, USA
General Summary & Essential Responsibilities
Performs professional and financial compliance adherence including directing and assigning work performed relating to data, budget and regulatory taxation processes for County departments, Constitutional Offices, municipality, and other agencies.
ESSENTIAL JOB FUNCTIONS
Statutory/Regulatory Compliance:
* Coordinates timelines from various departments, elected officials and agencies and prepares a yearly non ad-valorem assessment (MSBU) calendar to ensure that all deadlines and statutory requirements are met.
* Ensures non ad-valorem assessment (MSBU) data is provided in a timely manner for advertisement and mailing of Public Hearing Notices to property owners, to the Property Appraiser for Proposed Property Tax Notices, and to the Tax Collector for the annual tax roll as required by Florida Statutes.
* Ensures compliance with TRIM on accounts by district to the Property Appraiser for annual TRIM notices and certification of assessment roll to Tax Collector for annual property tax bills.
* Assist with TRIM regulatory process by determining the estimated revenues for the upcoming year, updating the ad valorem budgets with July valuations, producing budget summary report and notice of increase advertisements, reviewing millage rates and budget resolutions for accuracy and certifying the TRIM documents to the property appraiser and Department of Revenue.
* Research property, assessment rate and units to ensure compliance with methodology and applicable resolutions/ordinances. Assist with related customer inquiries.
* Interprets and ensures compliance with statutes, ordinances, resolutions, and County policies relating to administration of non-ad valorem assessments, TRIM, and budget development. Coordinates with legal and department staff on property designations, permitting/certificate of occupancy, and applicable assessments.
* Provides guidance as needed to other operational staff to increase compliance-related competencies throughout the organization.
MSBU Database:
* Creates MSBU districts and accounts within the database based on territories for use in verifying non-ad valorem assessments for new and/or changes to existing MSBUs, including receiving the proper territory, establishing the boundaries, working on methodology, creating the roll and map of the unit.
* Ensures MSBU data, rate, basis, and units are current and accurate with changes made as needed. Prepares and submits any corrections to the non-ad valorem assessment roll, as needed, to the Tax Collector and Department of Revenue.
* Track payments and assessment balances on properties in database relating to prepayments, unity of titles, and deferrals.
Financial:
* Provides financial and statistical analysis of non-ad valorem assessments and ad valorem tax levies.
* Run specialized reporting of distinct areas or boundaries for assessment revenue estimates and unit count analyses.
* Maintains budget and cash flow for select funds: ensures proper funding source designations and ensures encumbrances are in accordance with project budgets. Prepares budget adjustments as needed.
* Perform debt planning and reconciliation activities to include fund analysis and debt projection for capital and operational needs; maintain and reconcile debt tracking spreadsheets, software, loan/bond documentation, and anticipated debt service payments or debt capacity for future capital projects.
* Assist consultant with the development of the Federal Cost, Full Cost and Risk Management Cost Allocation Plans by working with departments to produce the source document reports, reviewing the draft report from the consultant for accuracy, finalizing the reports and posting into budget.
Oversight of Essential Responsibilities:
* Plans, organizes, and directs work of assigned staff; and may perform lead responsibilities relating to other regulatory and coordinating functions across the core service areas.
* Coordination, oversight, and training for processes in coordination with assessment data, TRIM, cost allocation plan, equipment/vehicle replacement, labor, and equipment rates. Lead staff review of delegated work and monitor work processes and procedures.
* Serves as liaison with other agencies to include Tax Collector, Property Appraiser, municipality, and independent taxing districts, and Department of Revenue.
* Attend meetings, workshops and public hearings for the Board of County Commissioners, Advisory Boards, Finance Committee, Comptroller, and other Agencies.
* Provides exceptional customer assistance, problem-solving and/or complaint resolution by all forms of communication.
Budget Process Coordination:
* Coordinates the development of the annual budget process for the County.
* Manages external and internal county Budget and Fiscal websites to maintain current, accurate and transparent content.
Data Analytics:
* Coordinate and monitor potential uses of business intelligence resources to create useful and efficient dashboards to monitor key performance indicators.
* Develops financial models and identify market trends in relation to county operations and potential budgetary impacts.
* Identifies economic and/or social risk that may negatively impact the county's operations and/or budget and provides solutions to mitigate county exposure and minimize operational costs.
* Analyzes and presents financial data to management, administration, and the board of county commissioners, enabling them to make informed decisions.
* Monitor the county's financial plan by analyzing performance alongside changes and market trends to create forecasts, calculate variances between those forecasts and actuals, and contribute to the shaping and strategic planning of the organization, and the actualization of its goals and objectives
Min. Education, Licenses and Certifications
Education and Experience:
An equivalent combination of relevant training, education, and experience:
* Bachelor's Degree
* Preferred:
* Accounting
* Finance
* Economics
* Computer Sciences
* Management Information Systems
* Three (3) years of progressively responsible experience in finance, regulatory compliance, budgeting and financial processes, or database administration, to include lead or supervisory experience.
* Preferred:
* Previous experience working in a governmental setting.
Knowledge, Skills and Abilities
* Knowledge of departmental policies, plans, and procedures.
* Knowledge of modern office practices, plans, and procedures.
* Knowledge of Microsoft Word, Excel, PowerPoint, and other job-related computer programs and software applications.
* Thorough knowledge of laws, regulations, procedures, and processes of local government, including budget administration, accounting, purchasing and finance.
* Ability to apply professional accounting principles, knowledge, and skills to the maintenance of a complex set of fiscal and accounting records.
* Strong analytical and research skills, attention to detail; ability to ascertain priorities and meet deadlines and objectives.
* Ability to prepare, interpret and maintain complex, complete, and accurate accounting reports.
* Ability to interpret legal property descriptions and legal documents and to analyze MSBU methodologies.
* Ability to exercise judgment and discretion in applying and interpreting department rules, regulations, policies, and procedures.
* Ability to make recommendations and to use resourcefulness and tact in solving new problems.
* Ability to communicate clearly and concisely, both orally and in writing.
* Ability to establish and maintain effective working relationships.
* Ability to analyze and interpret departmental functions, procedures, and policies.
* Ability to meet deadlines throughout the budgetary process and during the fiscal year.
* Ability to isolate and analyze significant trends and policies from detailed records and factual material.
* Thorough knowledge of the principles of public administration, budgeting, and administrative management.
* Knowledge of GIS mapping website, Property Appraiser's Record Search, Tax Collector's Property Tax Search, and other departmental webpages.
* Knowledge in Power BI and ArcMap.
* Ability to act as lead worker for processes or projects, and/or on teams as assigned, planning, organizing, and directing the work of subordinate personnel.
* Ability to prepare and analyze statements showing financial conditions and financial results of operations.
* Advanced-level skill in the use of standard office computer equipment and software applications.
* Ability to provide internal/external guidance and customer assistance via all forms of communication.
* Skill in effective communication, both orally and in writing.
* Skill in prioritizing and organizing work.
* Skill in the use of office equipment such as a computer, multi-line telephone system, scanner, fax machine, and copier.
* Ability to use computers for data entry, word processing, and/or accounting purposes.
* Ability to author reports, business correspondence, and procedure manuals.
* Ability to establish and maintain effective working relationships with managers, service providers, other employees, and the general public.
Supplemental Information
PHYSICAL DEMANDS
Walking, sitting, hearing, seeing up close, talking, standing, finger movement, repetitive motions.
WORK ENVIRONMENT
Work is performed in a relatively safe, and secure work environment.
RISK/SAFETY CONDITIONS
The position requires no exposure or risk related to physical and/or mental health and safety.
To perform this job successfully, an individual must be able to perform the essential job functions satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary job functions herein described. Since every duty associated with this position may not be described herein, employees may be required to perform duties not specifically spelled out in the job description, but which may be reasonably considered to be incidental in the performing of their duties just as though they were actually written out in this job description.
Charlotte County is an Affirmative Action/ADA/Veterans' Preference and Equal Opportunity Employer.
Women, minorities, and persons with disabilities are encouraged to apply.