(S)

Sedentary

(L)

Light

(M)

Medium

(H)

Heavy

(V)

Very Heavy

Exerting up to 10 lbs. occasionally or negligible weights frequently; sitting most of the time.

Exerting up to 20 lbs. occasionally; 10 lbs. frequently; or negligible amounts constantly; OR requires walking or standing to a significant degree.

Exerting 20-50 lbs. occasionally; 10-25 lbs. frequently; or up to 10 lbs. constantly.

Exerting 50-100 lbs. occasionally; 10-25 lbs. frequently; or up to 10-20 lbs. constantly.

Exerting over 100 lbs. occasionally; 50-100 lbs. frequently; or up to 20-50 lbs. constantly.

  #

Code

 Essential Functions

1

S

Supports the department by researching, preparing and reviewing reports and correspondence, presenting reports to committees, management and elected officials, and representing the departments at meetings and functions.

2

S

Manages cash management, investment and debt programs by coordinating activities through advisors and consultants, reviewing and discussing alternatives, coordinating debt service payments, developing reports, preparing schedules, evaluating trends, technologies and procedures, preparing required documentation and signature authorizations, maintaining relationships with banking institutions and rating agencies, updating profiles, working with departments, management and elected officials, administering contracts and completing all mandatory reporting’s.

3

S

Monitors the city's financial condition by monitoring and reporting revenues, participating in long range planning, researching economic indicators, and providing oversight and coordinating the preparation of reports.

4

S

Supports internal departments by assisting with financial issues, programs and activities, researching issues, formulating policies and procedures, completing special studies and projects,  identifying financing and funding alternatives, and providing training on investments, cash management and financing policies.

5

S

Administers the Community Facilities District by preparing and submitting budgets, developing financial plans, coordinating financing, preparing legal documents, managing capital projects, and reporting and transmitting collected taxes and filing debt compliance documents.

-Description of Minimum Job Requirements-

Formal Education

Work requires broad knowledge in a general professional or technical field.  Knowledge is normally acquired through four years of college resulting in a Bachelor's degree or equivalent.

Experience

Over five years up to and including seven years experience.

Supervision

Work requires managing and monitoring work performance of a division including evaluating program/work objectives and effectiveness, establishing broad organizational goals and realigning work and staffing assignments for the department.

Human Collaboration Skills

Recommendations regarding policy development and implementation are made and/or recommended.  Evaluates customer satisfaction, develops cooperative associations, and utilizes resources to continuously improve customer satisfaction.

Freedom to Act

The employee normally performs the duty assignment according to his or her own judgment, requesting supervisory assistance only when necessary. Special projects are managed with little oversight and assignments may be reviewed upon completion. Performance reviewed periodically.

Technical Skills

Skilled: Work requires a comprehensive, practical knowledge of a technical field with use of analytical judgment and decision-making abilities appropriate to the work environment of the organization.

Budget Responsibility

Position has major fiscal responsibility.  Assures that appropriate linkages exist between budget, funding limitations and service levels, to meet specific departmental and organizational goals.  Monitors progress toward fiscal objectives and adjusts plans as necessary to reach them.

Reading

Advanced - Ability to read literature, books, reviews, scientific or technical journals, abstracts, financial reports, and/or legal documents.  Ordinarily, such education is obtained in at the college level or above. However, it may be obtained from experience and self-study.

Math

Advanced - Ability to apply fundamental concepts of theories, work with advanced mathematical operations methods, and functions of real and complex variables.  Ordinarily, such education is obtained in at the college level or above. However, it may be obtained from experience and self-study.

Writing

Advanced - Ability to write editorials, journals, speeches, manuals, or critiques.  Ordinarily, such education is obtained in at the college level or above. However, it may be obtained from experience and self-study.

Certification &
Other Requirements

Valid driver's license

-Physical strength for this position is indicated below with “X”-

Sedentary

X

Light

Medium

Heavy

Very Heavy

Exerting up to 10 lbs. occasionally or negligible weights frequently; sitting most of the time.

Exerting up to 20 lbs. occasionally, 10 lbs. frequently, or negligible amounts constantly OR requires walking or standing to a significant degree.

Exerting 20-50 lbs. occasionally, 10-25 lbs. frequently, or up to 10 lbs. constantly.

Exerting 50-100 lbs. occasionally, 10-25 lbs. frequently, or up to 10-20 lbs. constantly.

Exerting over 100 lbs. occasionally, 50-100 lbs. frequently, or up to 20-50 lbs. constantly.

C

Continuously

2/3 or more of the time.

F

Frequently

From 1/3 to 2/3 of the time.

O

Occasionally

Up to 1/3 of the time.

R

Rarely

Less than 1 hour per week.

N

Never

Never occurs.

-Physical Demand-

-Frequency-

-Brief Description-

Standing

F

Making presentations, observing work site, observing work duties, communicating with co-workers

Sitting

C

Desk work, meetings, driving

Walking

O

To other departments/offices, around work site

Lifting

R

Files

Carrying

R

Supplies, files

Pushing/Pulling

R

File drawers, tables and chairs

Reaching

R

For files

Handling

F

Paperwork

Fine Dexterity

F

Computer keyboard, telephone keypad, calculator

Kneeling

R

Filing in lower drawers, retrieving items from lower shelves/ground

Crouching

R

Filing in lower drawers, retrieving items from lower shelves/ground

Crawling

N

Bending

R

Filing in lower drawers, retrieving items from lower shelves/ground

Twisting

R

From computer to telephone

Climbing

N

Balancing

R

On step stools

Vision

C

Reading, computer screen, driving, observing work site

Hearing

F

Communicating via telephone/radio, to co-workers/public

Talking

F

Communicating via telephone/radio, to co-workers/public

Foot Controls

R

Driving

Other
(specified if applicable)

F

Frequently

From 1/3 to 2/3 of the time

O

Occasionally

Up to 1/3 of the time

R

Rarely

Less than 1 hour per week

N

Never

Never occurs

-Description of Non-Physical Demands-

-Frequency-

Time Pressure

F

Emergency Situation

R

Frequent Change of Tasks

F

Irregular Work Schedule/Overtime

F

Performing Multiple Tasks Simultaneously

F

Working Closely with Others as Part of a Team

F

Tedious or Exacting Work

O

Noisy/Distracting Environment

O

Other (see 2 below)

N

Office Environment

X

     Vehicle

Warehouse

     Outdoors

Shop

     Other (see 3 below)

Recreation/Neighborhood Center