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Chief Financial Officer

Salary: N/A

DEFINITION: Under general direction, manages and supervises the planning, coordination, reviewing and evaluation of financial and/or administrative program activities for a major department or fund within the County; and performs related tasks as required.

DISTINGUISHING CHARACTERISTICS: Incumbents in this classification work under the direction of the Department Director and/or Assistant/Deputy Director and are responsible for the supervision of professional, paraprofessional technicians and office support staff in a major Department. It differs from the class of Business Manager III and Fiscal Manager, Departmental in that the Chief Financial Officer may be responsible for the direction of all functions and programs within an administrative or fiscal division of a large department with multiple interrelated funding sources and complex financial arrangements across departments and within the community that are governed, in part, by state and federal regulations.


1. Plans, organizes, directs, monitors, and evaluates the financial and accounting work of professionals, paraprofessional technical and office support staff who may perform tasks in budget preparation, budget adjustments preparation and processing, financial planning and budgeting for significant fixed assets and capital improvements, payroll, procurement, mail, confidential employee records, record retention, Office Assistant work, accounts payable, grants and mandates, revenue accounting, medical billing, accounts receivable billing, fee review and development, and indirect rate development; oversees and controls department fiscal information systems and provides direction and training to ensure conformance with County and departmental policies and procedures, state and federal laws and regulations, and standards of professional agencies; coordinates operations with staff of the Auditor-Controller, CAO and Treasurer in a variety of financial areas including accounting, budgeting and bad debt collection; oversees and supervises the production of management reports, financial statements and other statistical reports from various systems; develops and publishes various financial reports for the department and the public.
2. Develops and implements policies, procedures, standards and systems for the operational and fiscal areas and monitors performance to insure effectiveness and efficiency of the programs; initiates and participates in special studies of accounting systems, practices and procedures; may perform professional accounting work of unusual difficulty.
3. Directs, implements or is involved in the installation of automated systems and procedures; develops cost estimates for hardware and software applications and oversees acquisition; implements and coordinates new system conversions or major revisions between staff, users and vendors.
4. Coordinates the development and review of all department fees and indirect cost rates and provides for system training of department staff; coordinates, reviews and trains department staff for reimbursement procedures and claims from state and federal agencies for mandated, grant and allocation programs.
5. Monitors revenue generation and expenditures to identify need for more in-depth analysis; establishes and maintains an internal control structure for procurement, revenues, expenditures, assets and financial reporting to insure fiscal accuracy and that requirements/obligations are met; negotiates, reviews and approves draft revenue and expenditure contracts; applies policy criteria to insure that agreements are adequate as to accounting form; designs and maintains informational data base for all revenue generating contracts; monitors revenue collection and expenditures of department budget units and reports findings to the Department Director and Assistant/Deputy Directors. May act as fiscal intermediary in revenue generation and fiscal leveraging programs to other County departments and Community Based Organizations; oversees the preparation of complex financial reports and claims to State and Federal agencies.
6. Directs and manages multidisciplinary teams in the development of plans, goals, objectives, policies, and procedures for completion of special projects, such as revenue maximization, in a highly technical and fiscal-related field.
7. Directs and manages staff in the negotiation, review, modification, approval and monitoring of departmental contracts.


1. Three years of progressively responsible professional experience in accounting and fiscal systems, including one year of supervisory responsibility; or,
2. one year of experience performing duties equivalent to the class of Accountant-Auditor III, Accountant III, Cost Analyst II, Business Manager III, or Fiscal Manager, Departmental with Santa Barbara County; or,
3. a combination of training, education, and experience that is equivalent to one of the employment standards listed above and that provides the required knowledge and abilities.

Knowledge of: generally accepted accounting practices, procedures and standards; policy and procedure development techniques; principles and practices of supervision, the application of automated systems; principles of cost/benefit analysis; fiscal monitoring and control mechanisms; functions of revenue, expenditures and collections; laws and regulations that apply to government accounting practices, procedures and standards; principles and practices of Human Resources administration and supervision.

Ability to: plan, organize, delegate, supervise, monitor and evaluate the work of professional, paraprofessional technical, and office support staff; analyze and evaluate administrative and abstract accounting concepts and procedures; devise new or revised polices and procedures to adapt to internal and external policy changes or legal mandates; prepare administrative, systems usage and physical aspects of systems convergence or revision; anticipate and respond to procedural or program changes and select and assemble appropriate training materials for staff; produce and manage the production of various fiscal reports; read and understand contractual language; understand and apply a wide range of federal, state and local laws and regulations related to governmental fiscal and program operations; establish and maintain effective and cooperative working relationships with executive and subordinate staff, other departments, other government agencies, community-based organizations, fiscal intermediaries, and employee bargaining units; write clear and concise reports; make public oral presentations; exercise sound judgment in sensitive situations.

Desirable Qualifications: Possession of a certificate as a Certified Public Accountant or a Certified Government Financial Officer is desirable.

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