Placer County

(Unclassified)

To plan, organize, direct and manage the activities of a group of divisions within the Treasurer-Tax Collector’s Office, including treasury banking operations, public debt management and administration and investment portfolio management for the County, school districts and special districts; to coordinate activities with other divisions and departments; and to provide highly complex assistance to the Treasurer-Tax Collector and/or Assistant Treasurer-Tax Collector.

The Chief Deputy level recognizes positions that provide full line and functional management responsibility for multiple and diverse divisions or program areas within a department and assumes significant responsibilities for highly complex financial management and for major financial transactions.

Receives administrative direction from the Treasurer–Tax Collector and Assistant Treasurer-Tax Collector.

Exercises direct supervision over management, supervisory, professional, technical and clerical personnel.

• Plan, develop, implement and manage departmental and countywide financial policies, goals, objectives, and procedures.
• Direct, oversee and participate in the development of departmental policies, procedures, and work plans; assign work activities, projects and programs; monitor workflow; review and evaluate work products and performance, methods and procedures.
• Review, analyze and interpret complex and technical financial and economic data, develop and execute and implement various financial plans and strategies.
• Manage and maintain various financial systems and monitor, assess and make recommendations regarding technological advancement opportunities for such systems.
• Negotiate, execute and manage major financial agreements, contracts and transactions with large corporate and other private sector financial institutions.
• Review, analyze, interpret, and process highly technical financial and legal documentation in preparation for issuance of public debt.
• Monitor departmental operations for fiscal liabilities and legal compliance with State and Federal rules, regulations and laws regarding departmental banking, investment and other financial activities.
• Participate in a variety of committees, task forces and other work groups both internal and external relating to a variety of public policy issues and represent the Treasurer-Tax Collector in various Brown Act regulated Committees. 
• Direct, oversee and manage the administration and monitoring of contracts; negotiate contracts with outside vendors; service providers or funding sources;
• Oversee the preparation of the division budgets; assist in budget implementation; participate in the forecast of additional funds needed for staffing, equipment, materials and supplies; administer the approved budget.
• Evaluate financial investment systems, methods and procedures for appropriate levels of internal control; take corrective action as necessary.
• Manage, direct, evaluate, monitor and support management, professional, technical and clerical staff within the assigned areas of responsibility. Recommend the appointment of personnel; provide or coordinate staff training; conduct performance evaluations; recommend discipline; implement discipline procedures as directed; maintain discipline and high standards necessary for the efficient and professional operation of the Department.
• Build and maintain positive working relationships with co-workers, other County employees and the public using principles of good customer service.
• Represent the County to outside agencies and organizations; participate in outside community and professional groups and committees; provide technical assistance as necessary.
• Research, prepare and analyze technical and administrative reports; prepare written correspondence.
• Assume responsibility in the absence of the Treasurer-Tax Collector, as needed.
• Perform related duties as assigned.

Experience and Training
Any combination of experience and training that would provide the required knowledge and abilities is qualifying.  A typical way to obtain the required knowledge and abilities would be:

Experience: Five years of increasingly responsible professional financial experience with a focus in investments and/or public finance including two years of supervisory responsibility.

Training: Requires an undergraduate degree from an accredited college or university with major course work in finance, business administration, economics or a related field.

Required License or Certificate:
May need to possess a valid driver's license as required by the position.  Proof of adequate vehicle insurance and medical clearance may also be required.

Knowledge of:

• Principles of financial, investment and economic analysis.
• Principles of portfolio management.
• Principles of public finance and debt issuance.
• General principles and governmental procedures used by California counties.
• Principles and practices of computerized data processing applications for accounting and financial reporting.
• Principles and practices of leadership, motivation, team building and conflict resolution.
• Pertinent local, State and Federal rules, regulations and laws.
• Modern office procedures, methods and computer equipment.
• Principles and practices of policy development.
• Principles and practices of organizational analysis and management.
• Budgeting procedures and techniques.
• Principles and practices of supervision, training and personnel management.

Ability to:

• Organize and direct highly complex financial operations.
• On a continuous basis, analyze budget and technical reports; interpret and evaluate staff reports; know laws, regulations and codes; observe performance and evaluate staff; problem solve department related issues; remember various rules; and explain and interpret policy.
• On a continuous basis, sit at desk and in meetings for long periods of time.  Intermittently twist to reach equipment surrounding desk; perform simple grasping and fine manipulation; use telephone, and to communicate through written means.
• Perform the most complex financial work of the department.
• Analyze problems, identify alternative solutions, project consequences of proposed actions and implement recommendations in support of goals.
• Gain cooperation through discussion and persuasion.
• Interpret and apply County and department policies, procedures, rules and regulations.
• Prepare and administer a budget.
• Supervise, train and evaluate personnel.
• Establish and maintain effective working relationships with those contacted in the course of work.
• Communicate clearly and concisely, both orally and in writing.