Financial Planning Supervisor

The Financial Planning Supervisor conducts complex financial, budgetary, and labor contract analysis that facilitates decision making by management and Council on citywide fiscal issues. Prepares, manages, and implements areas of Financial Planning work programs; and supports development of department policies and procedures. Supervises assigned professional staff.

The Financial Planning Supervisor manages the development of the six-year Capital Improvement Program, including cross departmental coordination and directing workload of other team members. Provides compensation cost analysis support to management during labor negotiations and during the budget process as needed. Supervises and assigns tasks to assigned staff; monitors the timeliness and quality of their work product, conducts interviews and performance appraisals, and provides direction and consultation. Performs a variety of complex research and analysis of financial issues and prepares reports of findings and recommendations, including supporting analysts' work.

Distinguishing Characteristics: This is a supervisory role in the Financial Planning Division, focused on the development and financial management of the Capital Improvement Program (CIP) in coordination with Public Works. The Financial Planning Supervisor attends some departmental and City leadership meetings, including Budget Leadership meetings. This position assists with the delivery of the budget and budget documents, but does not have the final review, oversight, or responsibility for the budget that the Financial Planning Manager has. The Financial Planning Supervisor is a supervisory role, is principally responsible for coordinating a major interdepartmental initiative, and directly presents to City Council several times a year; in contrast, the Senior Financial Analyst is an individual contributor and only occasionally presents to Council.

Essential Functions: Essential functions, as defined under the Americans with Disabilities Act, may include any of the following representative duties, knowledge, and skills. This is not a comprehensive listing of all functions and duties performed by incumbents of this class; employees may be assigned duties which are not listed below; reasonable accommodations will be made as required. The job description does not constitute an employment agreement and is subject to change at any time by the employer. Essential duties and responsibilities may include, but are not limited to, the following:

• Manages the development of the six-year Capital Improvement Program in partnership with Public Works staff. Develops forms and instructions for use by departments. Reviews departmental materials for accuracy, completeness, and consistency. Coordinates productions of the preliminary and final CIP documents. Delivers presentations to City Council on the CIP.
• Maintains City's budgeting system and develops customized, budget-related reports. Develops forms and instructions for departments to use in developing budgets. Reviews departmental budget materials for completeness, accuracy, and reasonableness. Provides budget preparation training to city staff.
• Performs complex analysis and forecasting of various revenue sources and expenditure patterns. Works with a variety of departmental staff, including department budget coordinators, division managers and department directors to acquire needed information. Prepares annual budget for selected funds as assigned. Participates in budget policy and review meetings with the City Manager and City Council. Assists Financial Planning Manager to coordinate preparation of preliminary and final budget documents.
• Provides assistance in maintaining and updating the financial forecasting model by applying a wide variety of economic variables to analysis and forecasting. Analyzes economic trends and applies them to the forecast analysis. Assists with preparation of the forecast report for the City Council.
• Supports and coordinates development of city-wide indirect cost allocation model, Public Works engineering cost allocation model, and other internal charge models. Provides technical expertise to departments in costing techniques.
• Conducts special studies and analyses pertaining to a wide variety of issues that may include development of performance measurement systems, analysis of utility rates, preparation of cost/benefit analyses, internal service fund rate analysis, impacts of legislation, and development of financial systems. Applies a wide variety of economic variables and analytical techniques in completion of tasks.
• Presents budget information and/or analysis to upper-level management. Participates in meetings to discuss and decide on budgetary or other fiscal issues.
• Supports management in labor negotiations through the development of contract cost models and preparation of analysis regarding the financial impact of management and union proposals. Participates in management strategy sessions during the development of management proposals and counter-proposals.
• Provides training and technical expertise and is a liaison to other departments for the resolution of complex fiscal policy or operational issues. Trains department staff on budget and financial management policies, practices, and systems.
• Reviews departmental policies and practices related to financial reporting, cost accounting, budgeting, and internal systems; makes recommendations for improvement; and implements changes in policy or practice.
• Assists in preparation of City's Annual Comprehensive Financial Report as needed.
• As a member of the Department's management team, assists in the preparation and implementation of the Department's work program, budget, and development of policies and procedures.
• Hires, trains, supervises, evaluates, and disciplines assigned staff, contractors, and/or interns. Assigns tasks, distributes workload, and provides staff with technical guidance and interpretation of regulations, policies and ordinances. Provides direction and support to staff in the performance of their tasks and reviews work products for quality.
• Responsible for documenting current processes and establishing standard operating procedures to implement City policies and best practices.
• Fosters a positive and supportive work environment; promotes diversity, equity, inclusion, and belonging in the workplace, contributing to an environment of respectful living and working in a multicultural society.

• Provides technical support as needed to support financial reporting and management efforts.
• Serves as department representative on ad hoc task forces and committees dealing with a wide variety of internal issues.
• Other projects and duties as may be assigned by the Director, Deputy Director, or Financial Planning Manager.
• Performs functions as assigned in the City's emergency response plan in the event of an emergency, such as providing financial reporting and analysis in support of required record keeping.

Why Kirkland?

Ranked as one of the most livable cities in America, Kirkland is an attractive and inviting place to live, work, and visit. We have big city vision while maintaining a small-town, community feel. If you are a candidate with the desire to join an organization looking to innovate into the future, the City of Kirkland is the place for you!

If you ask our employees why they love where they work, they will tell you about the great people, work environment, supportive leadership and City Council, and fearless innovation.

We also invest in you!

Competitive Wages: We strive to maintain competitive compensation packages and work to provide wages that meet the knowledge, skills, and abilities of our employees.

Awesome benefits: The City offers benefits that are unmatched by most other employers. Please click on the benefits tab above to view more details.

Childcare Programs: To help address the challenge of finding reliable childcare, the City of Kirkland has reserved spots for City employees at local and regional providers, available at a discount. New employees gain access to Kirkland's reserved spots as soon as they start employment. Learn more!

Training and Career Development: The City of Kirkland believes in developing it's employees. You will have access to training opportunities designed for career development and advancement based on your position, skills, and interests.

• Ability to develop and project manage a process from start to finish, including Citywide coordination, directing workload of project team members and anticipating administrative and operational problems.
• Ability to work effectively with a wide variety of staff, directors, the City Manager, the City Council, and other stakeholders.
• Ability to attract, retain, motivate, and hold accountable a competent and professional staff.
• Ability to prioritize tasks, elicit cooperation, resolve conflicts, and coordinate total efforts to accomplish a task.
• Knowledge of financial management principles and practices and department goals, policies, and technical operations.
• Extensive knowledge of municipal budget practices and related analytical techniques. Knowledge of economic indicators, forecasting techniques, research methods, and data processing capabilities applied to financial systems.
• Skilled in oral and written communications, including ability to make presentations to staff, the City Council, and stakeholders.
• Ability to apply complex standards and formulas to analyze, forecast, and interpret comprehensive narrative and financial data. Ability to develop charts, graphs, and other explanatory materials as needed.
• Advanced skill in the use of spreadsheet software and presentation graphics. Ability to effectively use automated financial systems.
• Knowledge of governmental fund accounting, financial reporting standards, and City and State laws pertaining to municipal budgeting.
• Ability to maintain confidential information and routinely handle sensitive department materials.
• Skilled in responding to management information and fiscal reporting needs.
• Ability to work with a diverse workforce with cultural and emotional sensitivity.
• Knowledge of City policies regarding diversity, equity, inclusion, and belonging in the workplace.
• Knowledge of supervisory skills required to be effective in a union environment.

Minimum Qualifications:

• Education: Four-year degree in Business Administration, Public Administration, or closely related field.
• Experience: Four years increasingly responsible experience in budget and financial analysis, or similar financial field, preferably in a local government setting.
• Or: In place of the above requirements, the incumbent may possess any combination of relevant education and experience which would demonstrate the individual's knowledge, skill, and ability to proficiently perform the essential duties and responsibilities listed above.

• Supervisory experience preferred.
• Master's degree preferred.

Physical Demands and Working Environment:

• Work is conducted in a typical office setting. Position typically requires extended periods of sitting while performing keyboard operations.
• Due to the demands of budget deadlines, occasional evening or weekend work is required.
• Attendance and presentations at Council meetings is occasionally required; meetings are held in the evenings or outside normal office hours.

Position requires a resume and cover letter for consideration of application. Please note how you meet minimum qualifications within the cover letter. Applicants who are selected for next steps in the hiring process will be invited by phone or e-mail. Candidates are encouraged to apply at the earliest possible date as screening, interviewing, and hiring decisions will be made through the recruitment period, until such time as the vacancy is filled. First review of applicants will be made by 15th day from original post date.

The City of Kirkland is a welcoming community where every person can thrive and grow. We value diversity, inclusion, belonging, and work together to support our community. We do this by solving problems, focusing on the customer, and respecting all people who come into the City whether to visit, live, or work. As an Equal Opportunity Employer, we are committed to creating a workforce that does not discriminate on the basis of race, sex, age, color, sexual orientation, religion, national origin, marital status, genetic information, veteran status, disability, or any other basis prohibited by federal, state or local law. We encourage qualified applicants of all backgrounds and identities to apply to our job postings. Persons with a disability who need reasonable accommodations in the application or testing process, or those needing this announcement in an alternative format, may call 425-587-3210 or Telecommunications Device for the Deaf at711.