Job Summary
Under general administrative direction, the incumbent assists in overseeing the daily activities of the Financial Management Division, including debt administration, investment portfolio management, banking services, and financial analysis related to Tax Increment Financing. Performs professional-level quantitative and technical analysis, computer modeling, and spreadsheet construction. Working conditions are in an office environment. Exercises direct supervision over assigned professional staff. This position is an unclassified role and has no disciplinary appeal rights to the Municipal Civil Service Commission. It is subject to at-will employment status and can be terminated at any time for any reason.
Work Location and Schedule
Work Location: City Tower - 100 W Houston, San Antonio, TX 78205
Work Schedule: 7:45 AM - 4:30 PM, Monday through Friday
Essential Job Functions
- Oversees the administration, compliance, and project planning for Tax Increment Reinvestment Zones (TIRZs).
- Prepares financial plans, processes reimbursement requests, and ensures compliance with development agreements for TIRZs.
- Prepares and presents finance plan updates for TIRZ Board meetings.
- Assists in administering and managing the activities of the Financial Management Division.
- Provides computer spreadsheet and graphical representations of financial models.
- Reviews proposed financial structuring for capital projects and prepares analytical reports pertaining to various financing questions related to Tax Increment Financing.
- Researches and analyzes information from other City departments, consultants, and sources outside of the City to be incorporated in various financial analyses.
- Researches, analyzes and prepares supporting documentation in coordination with professional and management staff of various City departments and the City Attorney's Office, and Bond Counsel to provide guidance on appropriate funding sources and fiscal impact for City ordinances in accordance with established City policies and procedures and state and federal laws.
- Coordinates and follows through to completion special and technical financial management projects and studies.
- Interviews, selects, supervises, develops, evaluates, counsels, and if necessary, disciplines personnel according to established COSA policies, procedures, and guidelines.
- Performs related duties and fulfills responsibilities as required.
Job Requirements
- Bachelor's Degree from an accredited college or university. A Master's degree is highly desirable.
- Five (5) years increasingly responsible experience in finance, economics, math or accounting to include three (3) years of supervisory experience. Experience in investment banking, public administration, banking, or investments is highly desirable.
- Designation as or pursuit of Chartered Financial Analyst (CFA), Certified Treasury Professional (CTP), Financial Planner (FP), Certified Government Finance Officer (CGFO) license is highly desirable.
Applicant Information
Unless otherwise stated, applicants are permitted to substitute two years of related full-time experience for one year of higher education or one year of related higher education for two years of experience in order to meet the minimum requirements of the job. One year of full-time experience is defined as 30 or more hours worked per week for 12 months. One year of higher education is defined as 30 credit hours completed at an accredited college or university.
Applicants selected for employment with the City of San Antonio in this position must receive satisfactory results from pre-employment drug testing and background checks. If required for the position, a physical, motor vehicle record evaluation, and additional background checks may be conducted. Please be advised that if selected for this position, information regarding employment history as it relates to the qualifications of the position will be needed for employment verification. Applicants claiming military service to meet the experience requirement for this position may attach a DD214 to the application. If selected for this position, official transcripts, diplomas, certifications, and licenses must be submitted at the time of processing. Unofficial transcripts and copies of other relevant documents may be attached to the application for consideration in advance.
Knowledge, Skills, and Abilities
- Knowledge of financial analysis and management concepts such as cost analysis, scenario presentations, present value and investment analysis.
- Knowledge of budget preparation methods.
- Knowledge of mainframe and PC-based computer systems, to include spreadsheet development.
- Ability to operate a computer keyboard and other basic office equipment.
- Ability to interpret and apply Federal, State, and local laws.
- Ability to develop complex modeling methodologies.
- Ability to formulate policies and administrative procedures.
- Ability to conduct research studies and prepare detailed and accurate reports.
- Ability to provide administrative and professional leadership and direction to assigned staff.
- Ability to communicate effectively.
- Ability to interpret and analyze complex financial problems, documents and reports.
- Ability to establish and maintain effective working relationships with co-workers, management and the public.
- Ability to perform all the physical, intellectual, and analytical requirements of the position including decision making.
