Finance Director

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Company: City of Yorba Linda, CA

Location: Yorba Linda, CA 92886

Description:

Salary : $171,132.00 - $208,008.00 Annually

Location : 4845 Casa Loma Avenue Yorba Linda, CA

Job Type: Full Time

Job Number: 181900196

Department: Finance

Opening Date: 06/06/2024

Closing Date: Continuous

The Position

This recruitment is open continuously and may close at any time, with or without notice. The first round of application review is July 8, 2024.

The City of Yorba Linda is searching for a Finance Director with a proven track record of success, exceptional leadership qualities, and outstanding analytical and problem-solving skills. If you excel in communication and interpersonal relationships and have the technical prowess to manage and direct all of the City's financial functions, we want to hear from you!

Why Yorba Linda?
Yorba Linda is renowned for its prudent fiscal management and financial health. As our Finance Director, you will become an essential member of our executive team, guiding the City's financial strategies and operations. You'll oversee a combined operating and capital budget of nearly $113 million (as adopted for Fiscal Year 2024/25), steering the City towards continued prosperity. For more details about our financial strategies and recent budget documents, visit our

Role and Responsibilities
As the Finance Director, you will:
  • Serve as the City's chief financial advisor, reporting directly to the City Manager.
  • Manage all fiscal-related activities, including day-to-day accounting, payroll, business licensing, cashiering, cash investments, purchasing, budgeting, auditing, and debt administration.
  • Conduct long-range revenue, expenditure, and financial analyses.
  • Provide staff support to the City Council Finance Committee and City Executive Team, offering critical insights and recommendations.
See the job description below for examples of the Finance Director's essential duties.

What We Offer
  • Competitive Pay and Great Benefits: Enjoy a comprehensive and generous benefits package and a salary that reflects your experience and expertise. This position is scheduled for a wage increase in FY 24/25. More information is available in the "Benefits" tab of this job posting.
  • Flexible and Friendly Work Environment: Work in a supportive atmosphere that values work-life balance.
  • Impactful Role: Take on a pivotal role in shaping the financial future of a thriving community.

If you're ready to make a significant impact and lead the financial operations of a vibrant city, apply now to become the Finance Director of Yorba Linda. Together, we can ensure the continued success and financial stability of our exceptional community.
Examples of Duties

  • Assume full management responsibility for all Finance Department services and activities including financial affairs, internal controls, capital financing, and financial systems design, implementation and control.
  • Supervise the preparation of computerized management reports detailing all financial transactions.
  • Develop and implement various systems and procedures to meet city-wide goals, objectives, policies and priorities by working closely with management staff.
  • Oversee and manage the City's investment portfolio and provide cash management financial planning.
  • Serve as Treasurer for the City, and/or oversee the investment activities of a third-party vendor.
  • Compile income projections and expenditure estimates for the 2-year budget and any revisions to the budget, and prepare quarterly financial reports and the City's five-year financial plan.
  • Prepare and present financial and administrative reports, analysis, and resolutions for the City Manager and the City Council.
  • Supervise the preparation of various financial reports as required by law and those required or requested by the City Council and City Manager.
  • Ensure that an accurate inventory of City property is maintained.
  • Plan, direct, and coordinate, through subordinate level staff, the Finance Department's work plan; assign projects and programmatic areas of responsibility; review and evaluate work methods and procedures; select, train, motivate, and evaluate personnel; work with employees to correct deficiencies.
  • Perform related duties as assigned.


  • Desirable Knowledge Skills & Abilities

  • Thorough knowledge of the principles and methods of public finance administration, particularly in the areas of accounting, budgeting, auditing, revenue management, portfolio investment, financing operations and business license administration.
  • Knowledge of computer systems and applications, modern office practices, procedures, methods and equipment.
  • Knowledge of laws regulating the financial administration of city government, redevelopment successor agencies, enterprise funds, and special authorities.
  • Knowledge of principles and practices of organization, administration, purchasing, and personnel management.
  • Ability to prepare multi-year budgets, financial forecasts, quarterly financial reports, program analyses, and revenue projections.
  • Knowledge of pension and retiree medical funding, including actuarial analyses and reports.
  • Ability to develop and implement sound accounting and financing procedures.
  • Ability to communicate effectively both orally and in writing.
  • Ability to establish and maintain effective working relationships with a customer service orientation with City officials, staff and the public.
  • Ability to supervise, direct, and evaluate the work of subordinate employees

  • Other

    Minimum Qualifications
    A Bachelor's Degree from an accredited college or university with major course work in accounting, business administration, or closely related field and seven years of increasingly responsible experience in municipal budgeting, accounting, and financial work, including considerable administrative and supervisory experience. A Certified Public Accountant designation and/or related Master's Degree is highly desirable.

    License & Other Requirements
    Possession of an appropriate, valid driver's license.

    Exempt/Non-Exempt
    This is an exempt position. No overtime is paid for hours worked in excess of 40 hours per week.

    Background Check/Physical ExamIndividuals selected for employment will be required to take and pass a background check (fingerprinting) for all positions and medical exam for full time and permanent part time positions. The background check and medical examination are at City expense; and conducted by a law enforcement agency and physician designated by the City. Candidates who are currently working are urged not to resign until they have successfully passed the background check, physical examination and received a final offer letter.

    Equal Opportunity EmployerThe City of Yorba Linda does not discriminate on the basis of race, color, national origin, sex, religion, age, or disability in employment. Any qualified individual with a disability must provide reasonable notice to the Human Resources Department prior to the final date of an examination.

    In compliance with the Immigration Reform and Control Act of 1986, all new employees hired by the City must verify identity and entitlement to work in the United States by providing required documentation.

    Disaster Service WorkerIn accordance with Government Code Section 3100, City of Yorba Linda Employees, in the event of a disaster, are considered disaster service workers and may be asked to respond accordingly.

    The City of Yorba Linda believes its management compensation package reflects the "world class" nature of both the organization and the community. The City operates on a "9/80" work schedule and offers the following competitive salary and benefits:

    Retirement: PERS 2% at 55 formula with the employee making a 7% contribution for Classic Members. City also has a Employer Paid Member Contribution of 7%. New PERS enrollees are subject to the California Public Employees Pension Reform Act. The City of Yorba Linda does not participate in Social Security.

    Auto Allowance: $533 per month.

    Cell Phone Allowance: Up to $75 per month.

    Administrative Leave - 100 hours per fiscal year.

    Annual Leave - Management employees accrue annual leave which may be used for sick or vacation purposes.

    Holidays - 12 paid holidays per year.

    Health Insurance: The City provides $1,969.20 per month to purchase health insurance through the CalPERS Health Benefits program and contributes $218.80 per month towards an employee's Retirement Health Savings account. Any unused funds may be cashed out or contributed toward a deferred compensation plan.

    Dental & Vision Insurance: Fully paid indemnity plan for dental and vision insurance.

    Life Insurance: Fully paid life insurance policy equal to annual salary. Additional life insurance may be purchased with the employee paying for the premium.

    Disability Insurance: Fully paid short-term and long-term disability insurance policies.

    Flexible Spending Account: Employees may contribute to a Section 125 Flexible Spending Account on a voluntary basis.

    Deferred Compensation: Employees may contribute to a deferred compensation plan on a voluntary basis (MissionSquare Retirement).

    College Savings Plan - Employees may contribute to a section 529 plan which is designed to encourage saving for future college costs.

    01

    Please list any specialized training, areas of practice, or certifications (CPA, CPFO, etc.) you possess that are relevant to this position.

    02

    Do you possess a Master's Degree or other advanced degree in a related field (e.g., MPA, MBA, MSF, etc.)? This is not a minimum requirement, and it will not disqualify you to answer "no."
    • Yes
    • No


    03

    If you answered "yes" to Question 3, please list your degree(s) here.

    04

    This application requires that a detailed resume and letter of interest be submitted as part of the application. Have you attached both documents?
    • Yes
    • No


    Required Question

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