Assistant Director of Finance
Apply NowCompany: Lower Merion Township
Location: Ardmore, PA 19003
Description:
Salary: $113,000.00 - $122,000.00 Annually
Location : Ardmore, PA 19003
Job Type: Full-Time
Job Number: 25-00016
Department: Finance
Opening Date: 03/24/2025
Hours: 40-hour workweek
Salary Schedule and Range: Management (Exempt) Position Salary Commensurate with Experience and Qualifications
Selection Criteria: Based on education, work experience, merit, training, employee record, testing and interview.
Summary
Responsible for assisting in the day-to-day management of the Finance Department and overseeing the implementation of financial policy, procedures, systems and audit recommendations for the Township of Lower Merion (Township). Work involves performing account reconciliations, cash management, business tax collection and financial analysis ensuring compliance with Township policies and applicable laws. Carries out staff training and provides instruction on financial procedures and systems. Ensures maintenance of high customer service standards.
Position is primarily focused on managing, coaching and developing other people. Position requires extensive depth of expertise and knowledge in specialized functions or business areas that can be used to implement policies and procedures as well as determining efficient and innovative ways to accomplish the organization's business strategies.
Works under the general supervision of Chief Financial Officer.
Duties
Directs accounting systems and oversees daily activities and work product of staff.
Reviews day-to-day operating activity including accounts payable, purchase orders, journal entries and tax refunds.
Prepares and submits financial reports, surveys and other government reports; provides financial information to other Township departments as necessary.
Maintains and organizes budgetary and fiscal records to ensure compliance with federal and state laws, Generally Accepted Accounting Practices (GAAP) and Governmental Accounting Standards Board (GASB) guidance.
Collaborates with supervisors to determine and meet Township operations' cash needs.
Oversees the Township's tracking, accounting and overall management of capital assets.
Reviews all escrow release requests, refund requests and accounts payable batches presented for payment.
Assists in oversight and management of the Township's financial system, its general ledger, and subsidiary ledgers.
Assists in supporting the Township Pension Board and Deferred Compensation Committee including preparing agendas, minutes, and executing directives.
Assists in preparing the annual operating and capital budget, monitoring budget results and ensuring cost control efforts and responsible management.
Assists external auditors with audits and develops internal audit procedures, leading the development of Annual Comprehensive Financial Report (ACFR) in conformity with the Government Finance Officers Association (GFOA) certificate program.
Assists other departments to ensure Township's smooth operation.
Responds to Right to Know Requests and other inquiries, questions and comments from the public per established standards and protocols; responds to and resolves difficult and sensitive inquiries, issues and complaints.
Assesses, plans and implements best practice standards ensuring compliance with all regulatory and funding agencies; compiles and submits data for trend analysis and regulatory reporting.
Attends and participates in professional group meetings; stays current on new trends and best practices.
May assist in designing changes to accounting and financial management procedures and formats.
May assist in or oversee the reporting of financial information to taxing bodies, including but not limited to quarterly and annual wage and non-employee compensation filings with the Internal Revenue Service (IRS).
Administers union contract provisions.
Upholds strict confidentiality in dealing with sensitive information, including personnel matters, legal documents, financial data, tax information, contracts, and other proprietary information.
May represent the department in the absence of the Chief Financial Officer.
May be required to attend evening or weekend meetings and events based on organizational responsibilities and requirements.
May be assigned to other departments or divisions to perform required duties, as needed.
Reviews and evaluates work methods and procedures; meets with management staff to identify and resolve problems.
Assesses and monitors workload; identifies opportunities for improvement and implements changes.
Selects, motivates and evaluates personnel; provides or coordinates staff training; works with employees to correct deficiencies; implements discipline procedures per established policies, procedures and executive guidance.
Oversees and participates in the development and administration of the departmental budget; approves the forecast of funds needed for staffing, equipment, materials and supplies; approves expenditures and implements budgetary adjustments as appropriate and necessary.
Qualifications
Bachelor's degree in accounting, finance, public administration or a related field and eight (8) years of increasing responsible accounting experience, including at least three (3) years of supervisory experience.
OR master's degree in accounting, finance, public administration or a related field and six (6) years of experience as listed above;
OR a combination of experience, certification, education and training that demonstrates expertise in the related areas.
Must successfully pass all conditions of employment which may include a pre-employment physical.
Must possess and maintain a valid driver's license.
A Certified Public Accountant (CPA) license preferred.
Experience in governmental accounting and auditing preferred.
Thorough knowledge of financial and accounting systems.
Thorough knowledge of governmental accounting principles and procedures including auditing, payroll, cash management, budgeting and municipal pensions.
Thorough knowledge of operations of municipal departments from an accounting perspective.
Thorough knowledge of governmental purchasing regulations and standards.
Skill in the use of Microsoft Office products (Word, Outlook and Excel) and its tools for
communication and collaboration, such as Teams and OneDrive, applicable department tools, and ability to learn and become proficient in the use of specialized software as required.
Skill in developing, managing and interpreting budgets, contracts and financial reports.
Ability to quickly learn the Township's financial system, financial policies and reporting requirements.
Ability to direct, lead, motivate, influence and guide all levels of employees toward accomplishment of department mission and goals as a service-oriented team.
Ability to read, analyze and interpret program related laws and regulations and establish necessary work processes and procedures.
Ability to identify potential issues, modify processes and resolve conflict as the need arises.
Ability to follow Township and public safety guidelines and protocols and perform job functions in a safe manner.
Ability to handle difficult and stressful situations with professional composure, diffuse potentially confrontational situations and resolve disputes.
Ability to establish and maintain effective working relationships with those interacted with during work regardless of race, color, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, age, genetic information, disability, political affiliation, military service or diverse cultural and linguistic backgrounds.
Ability to maintain regular attendance to ensure efficient and effective performance of duties.
Physical Requirements
Depending on functional area of assignment, tasks involve the ability to exert light physical effort in sedentary to light work, which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (up to 30 pounds). Tasks may involve extended periods of time at a keyboard or workstation and extended periods of time standing and/or walking.
Tasks are regularly performed inside with potential for exposure to adverse conditions, such as dirt, dust, pollen, odors, fumes and/or poor ventilation, wetness, humidity, rain, temperature and noise extremes, machinery and/or moving vehicles, vibrations, electric currents, animals/wildlife, toxic/poisonous agents, gases or chemicals, oils and other cutting fluids, violence and/or disease or pathogenic substances.
Some tasks require manual dexterity, in addition to visual and hearing acuity. Some tasks may involve identifying and distinguishing colors. Some tasks require the ability to perceive and discriminate visual cues or signals. Some tasks require the ability to communicate orally and in writing.
Lower Merion Township offers a complete benefits package to full-time employees including: Medical/Prescription, Dental and Vision; Group Term Life, AD&D (based on position) and Long Term Disability Insurance; Supplemental Life Insurance; Pension; Deferred Compensation Plan; paid holidays, vacation, personal and sick leave.
01
Do you have a degree in accounting, finance, public administration or a related field?
02
List the number of years of progressively responsible accounting experience you have.
03
List the number of years of supervisory experience you have.
04
Do you have a valid driver's license?
05
Do you have a valid Certified Public Accountant (CPA) license?
Required Question
Location : Ardmore, PA 19003
Job Type: Full-Time
Job Number: 25-00016
Department: Finance
Opening Date: 03/24/2025
Hours: 40-hour workweek
Salary Schedule and Range: Management (Exempt) Position Salary Commensurate with Experience and Qualifications
Selection Criteria: Based on education, work experience, merit, training, employee record, testing and interview.
Summary
Responsible for assisting in the day-to-day management of the Finance Department and overseeing the implementation of financial policy, procedures, systems and audit recommendations for the Township of Lower Merion (Township). Work involves performing account reconciliations, cash management, business tax collection and financial analysis ensuring compliance with Township policies and applicable laws. Carries out staff training and provides instruction on financial procedures and systems. Ensures maintenance of high customer service standards.
Position is primarily focused on managing, coaching and developing other people. Position requires extensive depth of expertise and knowledge in specialized functions or business areas that can be used to implement policies and procedures as well as determining efficient and innovative ways to accomplish the organization's business strategies.
Works under the general supervision of Chief Financial Officer.
Duties
Directs accounting systems and oversees daily activities and work product of staff.
Reviews day-to-day operating activity including accounts payable, purchase orders, journal entries and tax refunds.
Prepares and submits financial reports, surveys and other government reports; provides financial information to other Township departments as necessary.
Maintains and organizes budgetary and fiscal records to ensure compliance with federal and state laws, Generally Accepted Accounting Practices (GAAP) and Governmental Accounting Standards Board (GASB) guidance.
Collaborates with supervisors to determine and meet Township operations' cash needs.
Oversees the Township's tracking, accounting and overall management of capital assets.
Reviews all escrow release requests, refund requests and accounts payable batches presented for payment.
Assists in oversight and management of the Township's financial system, its general ledger, and subsidiary ledgers.
Assists in supporting the Township Pension Board and Deferred Compensation Committee including preparing agendas, minutes, and executing directives.
Assists in preparing the annual operating and capital budget, monitoring budget results and ensuring cost control efforts and responsible management.
Assists external auditors with audits and develops internal audit procedures, leading the development of Annual Comprehensive Financial Report (ACFR) in conformity with the Government Finance Officers Association (GFOA) certificate program.
Assists other departments to ensure Township's smooth operation.
Responds to Right to Know Requests and other inquiries, questions and comments from the public per established standards and protocols; responds to and resolves difficult and sensitive inquiries, issues and complaints.
Assesses, plans and implements best practice standards ensuring compliance with all regulatory and funding agencies; compiles and submits data for trend analysis and regulatory reporting.
Attends and participates in professional group meetings; stays current on new trends and best practices.
May assist in designing changes to accounting and financial management procedures and formats.
May assist in or oversee the reporting of financial information to taxing bodies, including but not limited to quarterly and annual wage and non-employee compensation filings with the Internal Revenue Service (IRS).
Administers union contract provisions.
Upholds strict confidentiality in dealing with sensitive information, including personnel matters, legal documents, financial data, tax information, contracts, and other proprietary information.
May represent the department in the absence of the Chief Financial Officer.
May be required to attend evening or weekend meetings and events based on organizational responsibilities and requirements.
May be assigned to other departments or divisions to perform required duties, as needed.
Reviews and evaluates work methods and procedures; meets with management staff to identify and resolve problems.
Assesses and monitors workload; identifies opportunities for improvement and implements changes.
Selects, motivates and evaluates personnel; provides or coordinates staff training; works with employees to correct deficiencies; implements discipline procedures per established policies, procedures and executive guidance.
Oversees and participates in the development and administration of the departmental budget; approves the forecast of funds needed for staffing, equipment, materials and supplies; approves expenditures and implements budgetary adjustments as appropriate and necessary.
Qualifications
Bachelor's degree in accounting, finance, public administration or a related field and eight (8) years of increasing responsible accounting experience, including at least three (3) years of supervisory experience.
OR master's degree in accounting, finance, public administration or a related field and six (6) years of experience as listed above;
OR a combination of experience, certification, education and training that demonstrates expertise in the related areas.
Must successfully pass all conditions of employment which may include a pre-employment physical.
Must possess and maintain a valid driver's license.
A Certified Public Accountant (CPA) license preferred.
Experience in governmental accounting and auditing preferred.
Thorough knowledge of financial and accounting systems.
Thorough knowledge of governmental accounting principles and procedures including auditing, payroll, cash management, budgeting and municipal pensions.
Thorough knowledge of operations of municipal departments from an accounting perspective.
Thorough knowledge of governmental purchasing regulations and standards.
Skill in the use of Microsoft Office products (Word, Outlook and Excel) and its tools for
communication and collaboration, such as Teams and OneDrive, applicable department tools, and ability to learn and become proficient in the use of specialized software as required.
Skill in developing, managing and interpreting budgets, contracts and financial reports.
Ability to quickly learn the Township's financial system, financial policies and reporting requirements.
Ability to direct, lead, motivate, influence and guide all levels of employees toward accomplishment of department mission and goals as a service-oriented team.
Ability to read, analyze and interpret program related laws and regulations and establish necessary work processes and procedures.
Ability to identify potential issues, modify processes and resolve conflict as the need arises.
Ability to follow Township and public safety guidelines and protocols and perform job functions in a safe manner.
Ability to handle difficult and stressful situations with professional composure, diffuse potentially confrontational situations and resolve disputes.
Ability to establish and maintain effective working relationships with those interacted with during work regardless of race, color, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, age, genetic information, disability, political affiliation, military service or diverse cultural and linguistic backgrounds.
Ability to maintain regular attendance to ensure efficient and effective performance of duties.
Physical Requirements
Depending on functional area of assignment, tasks involve the ability to exert light physical effort in sedentary to light work, which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (up to 30 pounds). Tasks may involve extended periods of time at a keyboard or workstation and extended periods of time standing and/or walking.
Tasks are regularly performed inside with potential for exposure to adverse conditions, such as dirt, dust, pollen, odors, fumes and/or poor ventilation, wetness, humidity, rain, temperature and noise extremes, machinery and/or moving vehicles, vibrations, electric currents, animals/wildlife, toxic/poisonous agents, gases or chemicals, oils and other cutting fluids, violence and/or disease or pathogenic substances.
Some tasks require manual dexterity, in addition to visual and hearing acuity. Some tasks may involve identifying and distinguishing colors. Some tasks require the ability to perceive and discriminate visual cues or signals. Some tasks require the ability to communicate orally and in writing.
Lower Merion Township offers a complete benefits package to full-time employees including: Medical/Prescription, Dental and Vision; Group Term Life, AD&D (based on position) and Long Term Disability Insurance; Supplemental Life Insurance; Pension; Deferred Compensation Plan; paid holidays, vacation, personal and sick leave.
01
Do you have a degree in accounting, finance, public administration or a related field?
- Yes, Bachelor's
- Yes, Master's
- No
02
List the number of years of progressively responsible accounting experience you have.
- None
- One to Three
- Four to Six
- Seven to Ten
- Eleven and more
03
List the number of years of supervisory experience you have.
- None
- One to Three
- Four to Six
- Seven to Ten
- Eleven and more
04
Do you have a valid driver's license?
- Yes
- No
05
Do you have a valid Certified Public Accountant (CPA) license?
- Yes
- No
Required Question