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Home My WebLink About1996-06-11; City Council; 13686; NEW AND REVISED CLASSIFICATIONS IN FINANCEb w 0 B% a. L& 4 > z 0 + 0 a 6 z 3 0 0 Currently, many of the duties and responsibilities included in the new job description are supervised or performed by the Senior Management Analyst, Assistant Finance Director and Finance Director and are supported by the accounting staff. Therefore in order to provide a more efficient staffing level for the type of analysis and expertise needed, establishment of a higher level Accountant to replace one of the two vacant Accountant positions. Staff recommends that a Senior Accountant be established in the Management Classification and Salary Plan at a salary range comparable to other professional entry- level management positions based on the education and specialized experience required. The annual salary range for the Senior Accountant is recommended to be $40,820 - $52,104. The funding of this position is proposed to be converted from the vacant Accountant position and salary savings from other vacant positions within the Finance Department. Finance plans a reorganization of duties and responsibilities and requests the I - em PAGE2OFAB# 13,(~8(~ FISCAL IMPACT: The estimated increased annual cost for the conversion of a vacant Accountant to Senior Accountant is $6,700. Funds for this increased cost are available within the department's current budget through continued salary savings from vacant positions. EXHIBIT: Resolution No. 96 --&?o 3 r 9- 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 2o 21 22 23 24 25 26 27 28 0. 0. RESOLUTION NO. 96-207 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, ADOPTING THE CLASSIFICATION OF SENIOR ACCOUNTANT, REVISING THE ACCOUNTANT JOB DESCRIPTION, CONVERTING THE FUNDING OF ONE POSITION, AND AMENDING THE MANAGEMENT CLASSIFICATION AND SALARY PLAN. WHEREAS, the City Manager recommends and the City Council concurs, that it is desirable and necessary to adopt the job classification and salary of Senior Accountant in the Management Classification and Salary Plan; and, WHEREAS, the City Manager recommends and the City Council concurs, that it is desirable and necessary to revise and update the job description of Accountant; and, WHEREAS, the City Manager recommends and the City Council concurs, that it is desirable and necessary to convert the funding of one vacant Accountant position in Finance to Senior Accountant. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California, as follows: 1. That the above recitations are true and correct. 2. That the City Council adopt the job classification of Senior Accountant at $1,570 - $2,004 biweekly into the Management Classification and Salary Plan, as described in Attachment A and C, attached hereto and made a part thereof. 1 2 3 4 5 6 7 a 9 10 11 12 13 14 15 16 17 18 19 2o 21 22 23 24 25 26 27 28 -- - 3. Resolution No. 94-279 adopted on September 27, 1994 which approved the “Local Conflict of Interest Code” is amended to add the position of Senior Accountant to the list of Designated Employees and discloshe categories 1,2,3 and 4. 4. That the City Council adopt the revised job description of Accountant, as described in Attachment B, attached hereto and made a part thereof. 5. That the City Council authorizes and directs the City Manager to convert the funding of one vacant Accountant position in Finance to Senior Accountant. PASSEID, APPROVED, AND ADOPTED at a regular meeting of the Carlsbad City , 1996, by the Council held on the 11 th day of JUNE following vote, to wit: Ayes: Noes: None Absent: None Council Members Lewis, Nygaard, Kulchin, Finnila, Hall I I I A‘TTE S T : / 1 S%*p LcTH,” t . NZ, City Clerk KAREN 2. KUNDTZ, ssistant City Clerk (SEAL) Attachment A Resolution No. 96 4'07 i JOB TITLE: DEPARTMENT CITY OF CARLSBAD JOB DESCRIPTION SENIOR ACCOUNTANT FINANCE BASIC FUNCTION: Under general supervision, to perform advanced and complex professional accounting work in planning, organizing and auditing the accounting and financial transactions of the City; and to do other related work as assigned. DISTINGUISHING CHARACTERISTICS: This is the advanced professional level in the Accountant series. This level is distinguished from the Accountant in the variety of administrative tasks and independence in performing the assigned responsibilities. Work is normally reviewed on completion for overall results. Acts as a lead technical resource to other staff and may be involved in training and supervising others. KEY RESPONSIBILITIES: Supervise and/or participate in all aspects of the City's accounting activity, including but are not limited to the following responsibilities: 0 Analyze and research complex financial transactions to provide proper accounting treatment in accordance with Generally Accepted Accounting Principles (GAAP), 0 Prepare agenda bills, and present the information to City Council or other groups as necessary, 0 Lead and coordinate the fiscal year-end audit activities including preparation and review of the Comprehensive Annual Financial Report (CAFR); 0 Convert and provide ongoing maintenance of automated accounting sys terns; 0 Prepare special studies and reports as required; cn, Senior Accountant, p. 2 Y of Supervise and participate in auditing accounting systems and procedures to ensure proper internal control and compliance with policies; Supervise and participate in auditing City revenue sources when necessary, Coordinate and participate in the development of the annual Capital Improvement Program (CIP) Participate in budget development for various departments and/or funds; Analyze budget submittals from other departments including preparing both numerical and narrative reports; 0 Review and approve journal entries made by subordinates; Participate in a wide array of fiscal activities including administration of bond issues and assessment districts, and participation in the City investment process; Develop and prepare narrative and statistical reports pertaining to fiscal activities, policies and procedures. Develop, recommend and assist in implementation of departmental policies and procedures to ensure compliance with governmental accounting standards; Review current legislation and changing governmental standards to update and recommend changes to policies and procedures; Provide support and assistance to the Finance Director and/or Assistant Finance Director; Supervise, train and evaluate technical and clerical staff as assigned; Respond effectively to public inquiries and complaints; Interface with and serve as finance representative at interdepartmental and professional meetings as required. Perform other related work as required. QUALIFICATIONS: Knowledge of: Principles and practices of accounting (including working knowledge of all pertinent Governmental Accounting Standards Board requirements), budgeting, auditing, financial reporting and administration as practiced in a. I- Senior Accountant, p. 3 of 3 municipal organizations; Applicable federal, state, and city laws, regulations, and policies related to assigned work. Automated financial reporting systems, spreadsheets, and computer applications. Posting, ledger and journal activity, reconciliation, double-entry Methods and techniques of research, statistical analysis and report Principles of supervision. Ability to: bookkeeping, math and financial records. presentation. 0 Perform complex accounting activities with minimal supervision; Audit and analyze accounting systems and procedures to determine compliance with applicable laws, regulations and policies. Coordinate, analyze and reconcile complex financial data and transactions; Develop and implement efficient accounting procedures; Communicate clearly and concisely both orally and in writing; Supervise, train and evaluate professional and/or clerical staff; Establish and maintain cooperative working relationships with employees, outside agencies and the public; EDUCATION AND EXPERIENCE: Any combination equivalent to the education and experience that could likely provide the required knowledge and abilities is qualifying. A typical background would include: Graduation from an accredited four-year college or university with a Bachelor's degree in accounting or related discipline, and three years of professional-level accounting experience. Supervisory experience is desirable. PHYSICAL REQUIREMENTS AND ENVIRONMENT: Positions in this class are typically situated in a standard office environment resulting in little exposure to the weather and requiring no unusual physical abilities. Occasionally will be required to drive and attend off-site and evening meetings as necessary. a .e Attachment B Resolution No. 96 -207 CITY OF CARLSBAD JOB DESCRIPTION JOB TITLE: ACCOUNTANT DEPARTMENT: FINANCE BASIC FUNCTION: Under general supervision, to perform journey-level accounting work in assisting with the planning, organizing and auditing of the accounting and financial transactions of the City; and to do related work as required. KEY RESPONSIBILITIES: Assist in the planning and development of City accounting and financial recordkeeping procedures and systems; Analyze and audit transactions for proper account classification; Understand, interpret, and apply general accounting and auditing principles, procedures, and methods to develop, maintain, and audit financial and statistical reports Participate in fiscal year-end audit activities, including preparation of financial statements; Perform reconciliation of general ledger accounts, reports and other financial transactions; Assist in the preparation of the annual operating budget and capital budget; Prepare annual State Controller, street and other governmental reports; Assist in performing the conversion and ongoing maintenance of automated accounting systems; Coordinate financially related activities with other City departments and divisions and with other outside agencies; eo Accountant, p. 2 of P Audit accounting systems and procedures to ensure proper internal control and compliance with policies; Audit other agencies .or companies to determine compliance with City ordinances and contracts; May supervise, train and evaluate subordinate subprofessional and clerical staff as assigned; Prepare special studies and reports as required; Respond effectively to public inquiries and complaints; Perform other related work as assigned. QUALIFICATIONS: Knowledge of: Principles and practices of accounting, budgeting, administration and municipal organizations; Posting, ledger activity, reconciliations, double-entry bookkeeping, math and financial records; Principles of office management, supervision and training. Abilitv to: Interpret and apply applicable laws, regulations and policies; 0 Develop and implement efficient accounting procedures; Communicate clearly and concisely both orally and in writing; Analyze and reconcile financial data and transactions; Establish and maintain cooperative working relationships with employees, outside agencies and the public; Supervise, train and evaluate staff. EDUCATION AND EXPERIENCE: Any combination equivalent to the education and experience that could likely provide the required knowledge and abilities is qualifying. A typical \ background would include: Graduation from an accredited four-year college or university with a Bachelor's degree in accounting or related discipline, and one year of municipal or closely related professional or subprofessional accounting experience. - - Accountant, p. 3 of 3 PHYSICAL REOUIREMENTS AND ENVIRONMENT: Positions in this class are typically situated in a standard office environment resulting in little exposure to the weather and requiring no unusual physical abilities. Occasionally will be required to drive and attend off-site and evening meetings as necessary, , a a. CITY OF CARLSBAD MANAGEMENT SALARY SCHEDULE ATTACHMENT C BIWEEKLY PAY Resolution No. q6+207 06/32/96 STEP STEP STEP STEP STEP STEP POSITION 1 2 3 4 5 6 ADMIN. COORDINATOR-SPECIAL DIST. $1,746 $1,834 $1,925 $2,022 $2,123 $2,229 ADMINISTRATIVE MANAGER $1,952 $2,050 $2,152 $2,260 $2,373 $2,492 ADMINISTRATIVE SVCS/PROJECTS MGR $2,488 $2,612 $2,743 $2,880 $3,024 $3,175 AQUATIC SUPERVISOR $1,746 $1,834 $1,925 $2,022 $2,123 $2,229 ARTS MANAGER $2,056 $2,159 $2,267 $2,380 $2,499 $2,624 ASSISTANT CITY ATTORNEY $3,147 $3,304 $3,469 $3,643 $3,825 $4,016 ASSISTANT CITY CLERK $1,813 $1,904 $1,999 $2,099 $2,204 $2,314 ASSISTANT CITY ENGINEER $2,450 $2,573 $2,701 $2,836 $2,978 $3,127 ASSISTANT CITY MANAGER $3,147 $3,304 $3,469 $3,643 $3,825 $4,016 ASSISTANT FINANCE DIRECTOR $2,068 $2,171 $2,280 $2,394 $2,513 $2,639 ASSISTANT LIBRARY DIRECTOR $2,068 $2,172 $2,280 $2,394 $2,514 $2,640 ASSISTANT PLANNING DIRECTOR $2,618 $2,749 $2,886 $3,031 $3,182 $3,341 ASSISTANT TO CITY MANAGER $2,517 $2,643 $2,775 $2,914 $3,060 $3,213 BUILDING MAINT SUPERINTENDENT $1,952 $2,050 $2 , 152 $2 , 260 $2 , 373 $2 , 492 BUILDING MAINT SUPERVISOR $1,746 $1,834 $1,925 $2,022 $2,123 $2,229 CITY ATTORNEY $3,243 $3,405 $3,575 $3,754 $3,941 $4,139 CITY ENGINEER $2,666 $2,800 $2,940 $3,087 $3,241 $3,403 CITY MANAGER $3,413 $3,584 $3,763 $3,951 $4,148 $4,356 COMMUNITY ARTS COORDINATOR $1, 600 $1,680 $1,764 $1, 853 $1,945 $2,042 COMMUNITY DEVELOPMENT DIRECTOR $3,147 $3,304 $3,469 $3,643 $3,825 $4,016 COMMUNITY SERVICES DIRECTOR $2,589 $2,718 $2,854 $2,997 $3,241 $3,403 CONSTR/MAINT. SUPERVISOR $1,483 $1,557 $1,634 $1,716 $1,802 $1,892 CONSTRUCTION SUPERVISOR $1,712 $1,797 $1,887 $1,982 $2,081 $2,185 DEPUTY CITY ATTORNEY $2,135 $2,241 $2,353 $2,471 $2,595 $2,724 DISTRICT ENGINEER $2,246 $2,358 $2,476 $2,600 $2,730 $2,866 ECONOMIC DEVELOPMENT MANAGER $2,328 $2,445 $2,567 $2,695 $2,830 $2,972 EQUIPMENT MAINT SUPERINTENDENT $1,952 $2,050 $2,152 $2,260 $2,373 $2,492 EQUIPMENT MAINT SUPERVISOR $1,746 $1,834 $1,925 $2,022 $2,123 $2,229 EXECUTIVE ASSISTANT $1,813 $1,904 $1,999 $2,099 $2,204 $2,314 FINANCE DIRECTOR $21652 $2 ,785 $2 r 924 $3 ,070 $3 ,223 $3,385 FINANCIAL MANAGEMENT DIRECTOR $3,147 $3,304 $3,469 $3,643 $3,825 $4,016 FIRE BATTALION CHIEF $2,110 $2,216 $2,327 $2,443 $2,565 $2,693 FIRE CHIEF $2,932 $3,079 $3,232 $3,394 $3,564 $3,742 FIRE DIVISION CHIEF $2,315 $2,431 $2,553 $2,680 $2,814 $2,955 GENERAL MANAGER $2,829 $2,971 $3,119 $3,275 $3,439 $3,611 GEOGFtAPHIC INFO. COORDINATOR $1,854 $1,946 $2,044 $2,146 $2,253 $2,366 HOUSING & REDEVELOPMENT DIRECTOR $2,541 $2,668 $2,802 $2,942 $3,089 $3,243 HOUSING PROGRAM MANAGER $1,813 $1,904 $1,999 $2,099 $2,204 $2,314 HUMAN RESOURCE ASSISTANT $1,417 $1,488 $1,562 $1,641 $1,723 $1,809 HUMAN RESOURCES DIRECTOR $2,652 $2,785 $2,924 $3,070 $3,223 $3,385 - rn CITY OF CARLSBAD MANAGEMENT SALARY SCHEDULE ATTACHMENT C BIWEEKLY PAY Resolution No. 06/11/96 STEP STEP STEP STEP STEP STEP 1 2 3 4 5 6 POSITION HUMAN RESOURCES MANAGER $1,896 $1,991 $2,090 $2,195 $2,304 $2,419 INFORMATION SYSTEMS DIRECTOR $2,652 $2,785 $2,924 $3,070 $3,223 $3,385 INFORMATION SYSTEMS MANAGER $2,036 $2,138 $2,245 $2,357 $2,475 $2,599 LIBRARY DIRECTOR $2,652 $2,785 $2,924 $3,070 $3,223 $3,385 LIBRARY SERVICES SPECIALIST $1,417 $1,488 $1,562 $1,641 $1,723 $1,809 MAINTENANCE SUPERINTENDENT $1,952 $2,050 $2,152 $2,260 $2,373 $2,492 MANAGEMENT ANALYST $1,570 $1,649 $1,731 $1,818 $1,909 $2,004 MANAGEMENT ASSISTANT $1,417 $1,488 $1,562 $1,641 $1,723 $1,809 MEDIA PROGRAMMING SPECIALIST $1,417 $1,488 $1,562 $1,641 $1,723 $1,809 METER SHOP SUPERVISOR $1,746 $1,834 $1,925 $2,022 $2,123 $2,229 MUNICIPAL PROJECTS MANAGER $2,450 $2,573 $2,701 $2,836 $2,978 $3,127 OPEFATIONS SUPERINTENDENT $1,952 $2,050 $2,152 $2,260 $2,373 $2,492 PARKS SUPERINTENDENT $1,952 $2,050 $2,152 $2,260 $2,373 $2,492 PARKS SUPERVISOR $1,746 $1,834 $1,925 $2,022 $2,123 $2,229 PLANNING DIRECTOR $2,919 $3,065 $3,218 $3,379 $3,548 $3,726 POLICE CAPTAIN $2,658 $2,791 $2,931 $3,077 $3,231 $3,393 POLICE CHIEF $3,147 $3,304 $3,469 $3,643 $3,825 $4,016 POLICE LIEUTENANT $2,306 $2,421 $2,542 $2,669 $2,803 $2,943 PRINCIPAL BUILDING INSPECTOR $2,217 $2,328 $2,444 $2,566 $2,695 $2,829 PRINCIPAL CIVIL ENGINEER $2,246 $2,358 $2,476 $2,600 $2,730 $2,866 PRINCIPAL CONSTRUCTION INSPECTOR $2,036 $2,138 $2,245 $2,357 $2,475 $2,599 PRINCIPAL LIBRARIAN $1,570 $1,649 $1,731 $1,818 $1,909 $2,004 PRINCIPAL PLANNER $2,209 $2,319 $2,435 $2,557 $2,685 $2,819 PRINCIPAL RECREATION SUPERVISOR $1,879 $1,973 $2,071 $2,175 $2,284 $2,398 PURCHASING OFFICER $2,068 $2,171 $2,280 $2,394 $2,513 $2,639 RECREATION SUPERINTENDENT $1,952 $2,050 $2,152 $2,260 $2,373 $2,492 SANITATION MAINT SUPERVISOR $1,746 $1,834 $1,925 $2,022 $2,123 $2 , 229 SECRETARY TO CITY MGR/CITY ATTY $1,201 $1,261 $1,324 $1,390 $1,460 $1,533 SENIOR ACCOUNTANT $1,570 $1,649 $1,731 $1,818 $1,909 $2,004 SENIOR CITIZENS COORDINATOR $1,879 $1,973 $2,071 $2,175 $2,284 $2,398 SENIOR MANAGEMENT ANALYST $1,813 $1,904 $1,999 $2,099 $2,204 $2,314 SEWER MAINTENANCE SUPERVISOR $1,746 $1,834 $1,925 $2,022 $2,123 $2,229 STREET MAINT SUPERINTENDENT $1,952 $2,050 $2,152 $2,260 $2,373 $2,492 STREET MAINT SUPERVISOR $1,746 $1,834 $1,925 $2,022 $2,123 $2,229 SYSTEMS OPE-TIONS SUPERVISOR $1,746 $1, 834 $1,925 $2,022 $2,123 $2,229 TRAFFIC ENGINEER $2,352 $2,469 $2,593 $2,722 $2,858 $3,001 UTILITIES MAINT SUPERINTENDENT $1,952 $2,050 $2,152 $2,260 $2,373 $2,492 WATER MAINT SUPERVISOR $1,746 $1,834 $1,925 $2,022 $2,123 $2,229 RISK MANAGER $1,952 $2,050 $2,152 $2,260 $2,373 $2,492 -