Financial Services Director

City of Tigard, OR | Full-time

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The Position

The Financial Services Director provides leadership and management for all Financial Services programs, services, and activities, including finance, accounting, budget, purchasing, utility billing, and municipal court. The Director collaborates across the City, providing strategic financial direction, and effortlessly partners with City leadership to ensure the City of Tigard remains financially stable. The Financial Services Director contributes to our recently adopted Community Promise that all our work be accomplished through the lens of our “Five E’s” – equity, environment, economy, engagement, and excellence.

Reporting to the Assistant City Manager for Infrastructure and Investment, the new Financial Services Director leads a team of 30 with six direct reports, including the Assistant Finance Director, Contracts and Purchasing Manager, Court Operations Supervisor, two Senior Management Analysts, and an Executive Assistant. Leading through change and transformation, the Director ensures alignment with financial best practices while routinely evaluating the efficiency and effectiveness of programs and services and implementing needed improvements in support of citywide operations.

In partnership with the City Manager, the Financial Services Director coordinates the development and administration of the City's annual operating and capital improvement budget. The Director leads a team that tracks the budget against actual results, coordinates with departments to understand variances, and prepares periodic budget updates and financial reports for City leaders and City Council. In addition, the Director develops and administers the Department's annual budget and directs the forecast of additional funds needed for staffing, equipment, materials, and supplies.

The Financial Services Director develops long-term financial forecasts and supports ongoing financial planning. The Director serves as the City Treasurer, managing the City's investment portfolio in accordance with state law and the City’s investment policy and ensures adequate cash flows to meet the City's obligations. This position also directs bond issuance and bond debt service payments and manages outstanding bond issues. The Director manages all activities related to the City's accounting functions and manages revenue collection programs, including tax assessments, subventions, system development charges, business license or user fees, and other sources. In addition, the Financial Services Director administers and interprets municipal court rules and ensures compliance with applicable state statutes and local laws, ordinances, rules, and regulations that govern municipal court operations.

The Priorities

  • Continue to drive financial stability. Develop sustainable budgets, maintain fiscal accountability, and plan for the long-term. Work to understand the financial impacts of Council goals and projects and collaborate to make decisions that balance the fiscal reality with the City’s needs.
  • Support the multi-year Total Tyler software implementation. Focus on the additional phases of the Tyler Munis implementation, including financial tracking, reporting, and utility billing to ensure a successful transition. 
  • Foster a welcoming and collaborative team environment. Create opportunities for employee growth and development with a focus on leadership training, cross-training, succession planning, and employee empowerment.
  • Lead necessary change and transformation throughout Financial Services. Thoughtfully identify opportunities for efficiency and with an emphasis on continuous improvement, work to streamline processes, develop policies, implement best practices, simplify decision-making, and drive uniformity in financial endeavors.
  • Proactively partner with colleagues and peers throughout the City to provide financial tools and support and offer recommendations related to fees, rates, and funding. Assume responsibility for managing and administering System Development Charges (SDC).
  • Collaborate with City Leadership to strategize and identify funding for several projects and initiatives, including the facilities consolidation project, affordable housing, annexation, urban growth boundary expansion, Town Center Development Agency investment, Universal Plaza construction, and River Terrace development.
  • Actively champion and support the City’s ongoing diversity, equity, and inclusion initiatives. Collaborate to create a more inclusive workplace, champion equity in City services, and embrace the growing diversity throughout the Tigard community. 

The Successful Candidate

The new Financial Services Director is a strategic, systems thinker who will quickly understand the values of Tigard and easily sees the big picture and long-term vision for the City. While deeply rooted in financial best practices, the successful candidate brings their own set of diverse experiences that add value and perspective while promoting the importance of long-term financial sustainability.

It is important for the Financial Services Director to set the tone for the Department and bring a sense of calm and stability while simultaneously managing an evolving and changing environment. The successful candidate brings proven expertise in change management and quickly identifies trends and problems hindering progress and develops and implements best practices to drive necessary change. The candidate is focused on providing excellent customer service and being a business partner to the City Manager and the City’s operating departments to support them in providing a high-level of service to the community.

The Financial Services Director proactively develops relationships and partnerships throughout the City, building a deep understanding of the financial needs of individual departments. The successful candidate is known for providing sound financial advice while maintaining the flexibility to meet the evolving needs of the organization. A highly effective communicator, the successful candidate is confident yet humble and diplomatic in all interactions and can clearly and effectively articulate the financial position and needs of the City. The ability to routinely translate complex financial data into clear and concise information that is easily understood by Council, City leadership, staff, and the broader community is essential.

The ideal candidate has an exceptional background in accounting and finance with prior success developing large and complex budgets. Recognizing the importance of financial planning, the Director utilizes financial modeling and forecasting to prepare for the future. The successful candidate appreciates lean management and continuous improvement and further uses data and analytics to drive decisions. Additionally, the Financial Services Director embraces technology and innovation and utilizes both to drive efficiency.

As a genuine and authentic leader, the Financial Services Director is approachable and actively nurtures an open and welcoming environment that continues to advance the City’s diversity, equity, and inclusion initiatives. Furthermore, the successful candidate creates an inclusive environment that encourages collaboration, supports innovation, and creates opportunities for teammates to grow, learn, and develop. The Director is recognized as a highly effective leader and employs a leadership style that invites participation, builds trust, empowers staff, and promotes a culture that embraces change for the better.

Qualifications

At least seven years of progressively responsible management or administrative experience in municipal finance and financial administration. Direct experience leading finance, accounting, and budget functions required. Strong presentation skills with the ability to explain complex financial data and concepts to non-financial audiences are essential. Change leadership experience is highly beneficial. Experience with municipal court, purchasing, and utility billing functions is preferred. Equivalent to graduation from an accredited four-year college or university with major coursework in finance, accounting, business, public administration, or a related field is required. Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. 

As of November 15, 2021, City of Tigard employees are required to be fully vaccinated against COVID-19.  If hired, you will be required to submit proof of vaccination by the November deadline or before you proceed to interviews, whichever is later. People are considered fully vaccinated two weeks after their final dose of vaccine.  Employees and finalists may make requests for a reasonable accommodation based on a medical disability or for sincerely held religious beliefs.  Philosophical, political, scientific, or sociological objections to vaccination will not be considered for an exemption or accommodation. For those who have experienced barriers in accessing a COVID-19 vaccine, Tigard’s HR team will assist in any way possible.

Inside City Hall

Tigard operates under the Council-Manager form of government. The City Council is comprised of the Mayor and four City Councilors, all elected at large and serving four-year terms, with a two-term limit. A non-voting, participative youth Councilor also serves on City Council. The Council appoints a City Manager who serves as the Chief Operating Officer and policy advisor of the organization and leads, directs, and oversees all City departments and the financial, budget management, and planning efforts. 

The City's 337 employees deliver a comprehensive slate of municipal services through ten departments, including City Management, Community Development, Finance and Municipal Court, Fleet and Facilities, Human Resources, Information Services, Library, Police, Public Works, and Strategic Communications. The FY2022 budget is $392.5 Million, with General Fund Expenditures accounting for $37.9 Million. The six-year Capital Improvement Plan totals $363.8. Million, of which $78.5 Million is in FY2022. 

Our Strategic Vision, Council Goals, and Community Promise

We are guided by our strategic vision – Tigard: an equitable community that is walkable, healthy, and accessible for everyone. We are advancing this vision through our strategic priorities.

  • Set the standard for excellence in public service and customer experience.
  • Create a well-connected, attractive, and accessible pedestrian network.
  • Ensure development and growth support the vision.

The City Council and Leadership Team worked closely together to identify goals and strategies for 2021- 2023 that will build on the work and success of previous years while also addressing new challenges and shifting community needs. We will work on these goals, maintain high-quality core City services, and complete prior goals that are still in progress. The four goals are:

  • Implement an actionable, person-centric, and regional response to homelessness. 
  • Support the Tigard community through a coordinated COVID-19 response. 
  • Develop and implement a bold community resiliency plan. 
  • Adopt and implement the Parks and Recreation Master Plan by developing a realistic funding plan and cost-effective service delivery model. 

The Community Promise or "Five E's" guides the team in implementing the goals and all they do.

EQUITY – Ensure just and fair inclusion where all can participate, prosper, and reach their full potential.

ENVIRONMENT – Embrace sustainability to improve our natural resources and the livability of our community.

ECONOMY – Be responsible stewards of the community’s financial resources entrusted to us.

ENGAGEMENT – Involve all voices in our community while building trusting relationships.

EXCELLENCE – Set high standards and strive to exceed community expectations.

Financial Services Department

The Financial Services Department consists of five divisions: Financial Services Administration, Financial Operations, Contracts & Purchasing, Utility Billing, and the Municipal Court. The Department coordinates the annual financial planning and budget processes, maintains all city accounts and financial records, bills for water and sewer services, manages central purchasing, and collects Tigard’s business license fees. The Municipal Court is a limited jurisdiction court. The typical caseload is traffic- and parking-related, but code violations and limited types of crimes that occur in the City can be cited in the court. The court processes and resolves cases in a manner that is fair, impartial, and respectful, providing services that are efficient, timely, and accurate. The Financial Services Department has 30 full-time employees and a budget of $5.2 Million.

The Community

Located in the beautiful Pacific Northwest, the City of Tigard, Oregon, with a population of 54,520, is a family-oriented community in Washington County and part of the broader Portland metropolitan area. Tigard offers a unique mix of qualities that attract a growing number of residents and businesses, blending the amenities of a modern city with the friendliness of a small town.

A key player in the regional economy with a talented and highly skilled workforce, Tigard has developed a strong tax base and a diverse business community. The City is situated directly off I-5 and Highway 217, and plans are underway for new light rail connectivity between downtown Portland and Tigard. Our downtown offers unique shopping and dining establishments, transit connections, and access to bike and pedestrian trails. The City’s Town Center Development Agency, in partnership with business stakeholders, is transforming downtown with quality-of-life enhancements, including places to live and work, public art, Universal Plaza, and multiple trails and transit connections that will create a walkable destination for residents and visitors alike.

Community members enjoy an array of annual community events, including the Farmers Market, Festival of Balloons, Egg Hunt, the Fourth of July Celebration, Movies in the Park, Street Fair, Trick or Treat Main Street, and Downtown Holiday Tree Lighting.

Tigard boasts more than 16 miles of paved trails and 540 acres of parks, greenways, and open spaces, providing nature lovers with a variety of scenic outdoor recreational opportunities to enjoy. Oregon's famed beaches and the Columbia Gorge are all accessible as day trips too. With a diverse economy, strong schools, and community connections, Tigard is one of the most livable cities in Oregon.

Quick Facts

  • Population: 54,520
  • Median Age of Residents: 37.6
  • Median Household Income: $79,809
  • Median Home Value: $408,400

Compensation and Benefits

The Financial Services Director contract is at the discretion of the City Manager, with an expected hiring range of $111,404 – $145,661 and will depend on the qualifications of the successful candidate. The City of Tigard offers competitive employee benefits, including alternative and flexible work schedules. Specific details can be viewed here.

How to Apply

We value diverse perspectives, backgrounds, and life experiences. We are committed to building a workforce of diverse voices to impact decision-making, drive growth, and better serve our community. We strongly encourage those wanting to work with and serve diverse populations to apply.

Applications will be accepted electronically. Applicants complete a brief online form and are prompted to provide a cover letter and resume. The first review of applications will begin on October 11, 2021.

Questions

Please direct questions to Heather Gantz at hgantz@raftelis.com.

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