Planning and Development Fiscal Supervisor, City of Raleigh (closes 10/11/20)

Click Here For the Full Description and/or to Apply for this Position

Closing: 10/11/2020 11:59 PM Eastern
Hiring Range:  $65,241 – $85,000 annually (promotional range may vary)

Job Description

This class is the sixth level in a seven-level Fiscal Services Series devoted to providing paraprofessional fiscal support and fiscal analysis and management. Incumbents provide professional work overseeing an assigned program, unit or function of fiscal services and provide supervision to a minimum of two or more full time professional level employees. As assigned, incumbents may serve as subject matter expert to Assistant City Managers and the City Manager. Incumbents supervise professional, paraprofessional and support staff including conducting performance evaluations, coordinating training, and implementing hiring, discipline and termination procedures.

Essential Duties

  • Supervises staff including conducting performance evaluations, coordinating training, and implementing hiring, discipline and termination procedures.
  • Oversees assigned fiscal services program, unit or function ensuring the adherence with quality standards, policies, procedures and applicable laws and regulations.
  • Plans, coordinates and facilitates meetings, resources, activities and special projects in addressing deadlines, system applications and interfaces, customer service and/or operational issues.
  • Provides direction and guidance to department heads and staff on processes, projects and issues of assigned area; provides subject matter expertise to internal and external customers; manages resolution of escalated issues.
  • Performs and oversees financial analyses and reporting initiatives; supervises special projects related to functional process improvement, policy development, resource studies, forecasting and/or program review/evaluation.
  • Oversees and administers financial policies, procedures and processes of assigned area; researches complex standards and legislation; implements changes and improvements for streamlining processes.
  • Manages, monitors and assists in administering assigned budgets, expenditures, contracts and/or proposal requests.Performs other duties of a similar nature and level as assigned.

Position Specific Responsibilities Might Include:

Positions assigned to Accounting and Financial Reporting may be responsible for:

  • Providing oversight of general ledger accounting and closing processes;
  • Overseeing financial statement accounting including annual audit, preparation of Comprehensive Annual Financial Report (CAFR), Citizen’s Annual Financial Report (PAFR) and supplemental reports.

Positions assigned to Budget Management may be responsible for:

  • Supervising the preparation, publication and presentation of the City’s operating and capital budgets;
  • Daily management of operating and capital budgets and ensuring budget decisions align with city-wide strategic plans and priorities.

Positions assigned to Payroll and Payables Administration may be responsible for:

  • Overseeing the processing of payroll, expense reimbursements and vendor payments for the City;
  • Serving as primary contact for internal and external auditors providing requested information;
  • Managing the transfer and reconciliation of funds for City’s medical, dental and retiree trust accounts;
  • Reviewing and filing all payroll tax reporting and rendering proper payments.

Positions assigned to Utility Billing may be responsible for:

  • Overseeing the accurate and timely billing and accounting of utility services;
  • Reviewing and prioritizing functional and technical application design requests and applicable testing.

Typical Qualifications

Bachelor’s degree in accounting, finance, business or public administration, five years of professional finance, budget analysis or accounting experience which includes experience with Generally Accepted Accounting Principles (GAAP) and/or public sector accounting and budgeting and two years of supervisory experience.
An equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above, unless otherwise subject to any other requirements set forth in law or regulation.

Supplemental Information

Knowledge of:

  • Supervisory principles, practices and techniques.
  • Techniques and methods for organizing, prioritizing, assigning and monitoring work.
  • Practices and methods of coaching and leading the work of others.
  • Principles and practices of general accounting and financial management.
  • Principles and practices of program administration and management.
  • Project management principles.
  • Best practices, trends and emerging technologies.
  • Principles and methods of qualitative and quantitative research.
  • Principles and applications of critical thinking and analysis.
  • Principles and practices of budget development and administration.
  • Principles and techniques of effective oral presentations.
  • Principles and practices of conflict resolution.
  • Applicable federal, state and local laws, codes, regulations (based on assignment).
  • Customer service principles.
  • Specialized equipment relevant to area of assignment.
  • Modern office technology.

Skill In:

  • Supervising and evaluating staff performance.
  • Training and coaching staff.
  • Coordinating deadlines, prioritizing work demands and assigning/monitoring work performed.
  • Managing a program or project.
  • Overseeing the implementation and adherence to quality assurance and standards.
  • Interpreting, monitoring and reporting financial information and statistics.
  • Researching industry trends, solutions and best practices.
  • Compiling and sorting data and articulating issues and recommendations.
  • Authoring and preparing original reports, documents and presentations.
  • Developing policies and procedures.
  • Facilitating group discussions and building consensus using persuasive reasoning.
  • Providing technical guidance, direction and education to program stakeholders.
  • Developing and managing business relationships with program stakeholders.
  • Interpreting and applying applicable laws, codes, regulations and standards (based on assignment).
  • Providing customer service.
  • Utilizing a computer and relevant software applications.
  • Utilizing communication and interpersonal skills as applied to interaction with coworkers, supervisors, the general public and others to sufficiently exchange or convey information and to receive work direction.

ADA and Other Requirements:
Positions in this class typically require: fingering, grasping, talking, hearing, seeing and repetitive motions.
Sedentary Work:
Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
Working Conditions:
Work is routinely performed in an indoor, office environment.

NCLGBA Members Visit UNC-Charlotte MPA Program

This past week, three NCLGBA members hosted a “Budget 101” Zoom session for the Master of Public Administration program at UNC-Charlotte. Janet Schafer, Gaston County Budget Manager and NCLGBA Board Secretary, hosted this presentation and provides a recap.

A “Budget 101” presentation was given to the students of the Fall 2020 Public Budgeting and Finance course instructed by Matt Rhoten, Gaston County Assistant Manager. Matt is also a current NCLGBA member and 2015 UNC-Charlotte MPA graduate. As a former Budget Director, Matt focuses on real-life applications in his curriculum and incorporates guest sessions from current practitioners in the field.

Taylor Drury, current NCLGBA member and Assistant Budget Manager for Gaston County, co-hosted the session. A 2018 UNC-Charlotte MPA graduate, Taylor was excited for this opportunity to speak with current students about pursuing potential careers in local government budgeting.

Janet Schafer, Matt Rhoten, and Taylor Drury

The presentation had three primary goals: to provide a brief overview of the roles of budget offices and budget analysts in North Carolina; to provide an example of the type of analysis frequently performed in budget offices; and to inform students of the NCLGBA and the benefits of becoming a member.  The students briefly introduced themselves and spoke to their decisions to pursue an MPA. Several of the students expressed an interest in non-profit management, and a few of the students were already working in local government.

Presenters outlined the importance of budget offices and professionals in North Carolina government. The presentation emphasized the high level of government knowledge that budget professionals develop on the job, making them a valuable resource to their agency. Likewise, the presentation also highlighted the array of on-the-job skills developed in the budget profession. From presentations and public speaking to data analysis and visualization, students were given a glimpse into the daily duties of local government budget professionals.

The NCLGBA portion of this presentation focused on the many benefits of becoming an NCLGBA member. Presenters highlighted the goals of the NCLGBA by giving examples of how these goals have helped develop the budgeting profession in Gaston County and throughout North Carolina. During this section, students were provided with links to the NCLGBA website and listserv and encouraged to access NCLGBA as a resource for information, job postings, networking, and professional development. Multiple students expressed interest in the scholarship opportunity for the 2020 Winter Conference.

Overall, the students present at the UNC-Charlotte MPA Public Budgeting and Finance class were very engaged, and several expressed interest in a possible career in local government budgeting. Throughout this presentation, one thing was certain: the instructor, the presenters, and the students all share a passion for public service!

NCLGBA campus visits support our Strategic Plan goal to “increase student interest and participation within NCLGBA in order to advocate for the budgeting profession and to help create and foster the next generation of local government leaders.” If you would like us to visit your program, class, or student group, please email us at

2020 Virtual Winter Conference – Registration/Membership Open!

Registration for the 2020 Virtual Winter Conference, to be held December 9-11, 2020, is now open!

Key word, it is virtual.  We received great survey feedback from the last conference on capacity for in-person. The conference will include content over three days, two half-days and one longer day.

Head over to the Conferences page for all the details.

If you have any questions, please direct them to


Membership for FY21 is Open

Check out the Membership page for details on joining or renewing your membership with NCLGBA.

Financial Systems Manager, Town of Chapel Hill (closes 8/30/20)

Click Here For the Full Description and/or to Apply for this Position

Closing: 8/30/2020 11:59 PM Eastern
Salary Range:  $60,458 – $85,000 annually


The purpose of this position is to act as the systems administrator for the Town’s financial reporting software system.

Essential Duties

  • The Financial Systems Manager will serve as the hands-on expert of financial technology, interfaces, data extracts and reporting for the Town’s financial, document management and related information systems, ensuring optimal reporting, performance, and workflow. This individual will manage installations, upgrades, and other projects related to financial systems. Additionally, the role is responsible for maintaining user accounts and roles, providing user support, training users and creating business reports from MUNIS.
  • Responsible for financial systems and data warehouse creation, maintenance and administration. This person will work with Technology Solutions, third party vendors, and technical support teams and the business units to ensure that the reliability and performance of all financial systems are maximized.
  • Meets with system owners, decision makers, and end users to define business financial operations requirements, goals, and to identify and resolve issues.
  • Creates, deploys and maintains technical requirements, project planning, system designs, and documentation of processes, backups, updates and improvements.
  • Leads implementation decisions, develops cost-benefit analysis and return on investment business cases supported by detailed scope of work definition, deliverables, timeframes, and methodology.
  • Improves business and financial processes and operations by leading and collaborating in the design planning, development, and deployment of enhancements to existing financial systems and new applications.
  • Develops, deploys and maintains financial reporting, consolidation, modeling tools, and dashboards.
  • Ensures PCI compliance standards by maintaining certifications and self-assessments.
  • Serves as the local administrator for the Town’s online payment gateways.
  • Acts as the “web steward” for Business Management by creating/updating bid notices on the Town’s website, creating/updating Business Management related web pages and uploading department documents to the Town intranet.

Minimum Qualifications

An equivalent combination of education and experience that provides the required knowledge, skills and abilities to perform the duties of the job.

  • Strong technical, analytical and problem solving skills.
  • Proficiency with Microsoft Office tools – Outlook, Word, Excel, PowerPoint
  • Proficiency with SQL, Tableau, Access, or similar Business Intelligence tools.
  • Ability to translate business functions into database and design concepts for the evaluation of available software.
  • Knowledge of modern technologies and ability to relate them to financial applications.
  • Federal and state regulations related to PCI compliance
  • Relevant town ordinances, policies and procedures
  • EDP audit standards and best practices
  • Excellent communication, organizational, and project management skills.
  • Ability to maintain confidentiality
  • Develop and maintain effective working relationships and to work effectively as a team player
  • Plan, organize, coordinate, meet deadlines and follow up with attention to detail
  • Model behaviors that are consistent with our values of RESPECT

Supplemental Information

Supervision: None

Education: Bachelor’s Degree in accounting, computer science, or business related field.

Experience: Minimum of three years combined successful experience in financial software implementation or upgrades, system administration, maintenance and support. Progressive experience in financial systems (General Ledger, Accounts Payable, Accounts Receivable, Payroll/Human Resources, Cash Management, Credit Card Processing, Financial Planning & Analysis).

#NCLGBA20 Recap Series: Getting Comfortable with Discomfort

For the past few weeks, we have been featuring reflections on the 2020 Virtual Summer Conference. Our final #NCLGBA20 Conference Recap comes from Janet Schafer, Budget Manager, Gaston County.

As I listened to Vice President Brian Pahle kick off the 2020 Summer Virtual Conference with a reminder to step out of our comfort zones, I began to reflect on the ways local government budget professionals have been forced out of our comfort zones since the last conference.

Michael Walden started the Economic Update with a discussion on the uncharted territories of this “mandated recession” with a potential recovery occurring in 2023. This session brought back memories from just a few months prior when budget departments across the state began updating revenue projections without recent or historic data for guidance. Instead, we looked to our peers for guidance, many of whom we have built connections with at these conferences.

Next, I attended Norma Houston’s Purchasing with COVID-19 Funds session. This session helped me obtain a better grasp on how my own agency can grapple with the friction caused by varying levels of government fiscal policy in combination with the urgency of trying to protect a community during a global pandemic.

The Questica session reiterated the importance of high-performing technology and software at a time when offices and in-person meetings are dangerous, and teleworking is the new normal. Our standard budget procedures were completely disrupted at the most critical point in the budget process. I am still unsure how we all survived this disruption but Questica was able to turn “surviving” into “thriving” for several of our local government budgeting peers.

Lastly, the NCLM’s Legislative Update reminded us all just how unfortunate the timing of this global pandemic was for budget professionals. The NCLM was, and continues to be, an important source of guidance for North Carolina government agencies at all levels. At a time when public health and the economy are at odds, the NCLM keeps us up-to-date on legislation and policy surrounding both of these topics in an ever-changing environment.

My takeaway from this virtual conference is that we, as local government budget professionals, are extremely fortunate to have an extensive list of resources to guide us (or commiserate with us) during a time of discomfort. Our universities and their experts, our partnering agencies, and our peers provide us with a solid foundation that allowed us to navigate these discomforts a bit more comfortably.  So whether it’s a mandated recession, ever-changing fiscal policy, a disrupted budget process, or even the “Pahlenator” hashtag, we can handle any scary thing that comes our way!

RSVP to the Winter 2020 Conference Planning Meeting

On behalf of the NCLGBA Board, we invite you to the NCLGBA 2020 Winter Conference – Virtual Planning Meeting on Friday, September 11th, 2020!

The objectives are to:

  1. brainstorm conference session topics that are exciting and relevant to our members,
  2. secure volunteer commitments including moderators and registration help, and
  3. networking with state-wide colleagues!

Click here to RSVP (yes or no) by Friday, August 28th, 2020. All local government budget professionals are welcome to attend! Even if you can’t attend, please follow the link to share ideas for session topics, speakers, and/or volunteer to be a moderator or help with other conference opportunities.

Join us via Zoom, meeting invitation to be sent at a later date.

Frequently Asked Questions:

When and where is the 2020 Winter Conference?

The 2020 Winter Conference will be held December 9th – 11th and will be a virtual event.

Will CBEO exams be offered at the planning meeting?

No.  Due to the meeting being virtual we are hoping to schedule exams for a different date.  Please keep an eye to the listserv for further updates on CBEO exam opportunities.  We are working to lock in a testing date and location for October.

Is the Planning Meeting only meant for Board Members?

No, all local government budget professionals are welcome! Even if you do finance, strategic planning, or data analytics you are welcome!

If you can’t make it, the best way to share with us your ideas is through the RSVP link and then Heather can follow up accordingly. She will be sure to include it as part of our presentation, so if someone wants to moderate such a session then she’d connect both of you.

As always, thank you all for coming together to create great experiences and professional development opportunities for our colleagues across the State.  If you have any questions, feel free to contact Heather Curry or Brian Pahle.

Budget Officer, New Hanover County (open until filled)

Click Here For the Full Description and/or to Apply for this Position

Closing:  Continuous (priority consideration given to applications received through August 17, 2020)
Salary Range:  $76,381 – $129,847 annually


New Hanover County is seeking a Budget Officer to become part of a dynamic, professional county organization with a clear vision as a vibrant, prosperous, diverse coastal community, committed to building a sustainable future for generations to come.  Reporting to the Chief Financial Officer, this position will oversee the development and implementation of the almost $400 million enterprise-wise budget. The ideal candidate is a collaborator and trusted advisor who possesses excellent communication skills, critical thinking abilities, and personnel management skills. Strong governmental budgeting, financial, and technical skills are vital in this position.

Essential Duties

  • Oversees the development of the County operating budget to include reviewing department spending requests; examining revenue estimations; and recommending changes in revenue rates and sources.
  • Prepares/oversees the preparation of long-range financial projections including overall operating projections, capital improvement plans, capital outlay and long-term repair/maintenance needs.  Recommends to the Chief Financial Officer possible financing plans to accommodate identified long-range needs.
  • Prepares and analyses monthly financial projections through analysis of current revenues and expenditures and estmated future impacts on the County budget.
  • Makes recommendation to the Chief Financial Officer and/or the County Manager regarding proposed reductions and increases in county services and programs.
  • Makes recommendation to the Chief Financial Officer and/or the County Manager regarding proposed reductions and increases in county services and programs.
  • Advises departments on matters of budgetary management and control including addressing current and forecasting future financial problems.
  • Plans and prepares policies, guidelines, and instructions to be followed by County staff in the formulation of the annual operating budget and capital improvement plan.
  • Makes presentations related to budget and other needed areas.
  • Contributes to cross-functional work team by collaborating to solve problems.
  • Identifies process improvements to streamline budget work.
  • Supervises staff to include prioritizing and assigning work, conducting performance evaluations, ensuring staff is trained, and making hiring, termination, and disciplinary recommendations.
  • Provides support for the Non-County Agency Funding Committee.
  • Coordinates mid-year adjustments to department budgets and formulate/update related policies.
  • Performs other duties of a similar nature or level and performs work during emergency/disaster situations.

Minimum Qualifications

Master’s Degree in Accounting, Finance, or a related field and seven (7) years of progressively responsible finance/budgeting experience that includes management level experience; or an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above.

Other Information

Salary is negotiable within the hiring range, depending on qualifications. Hours are 8:00 am – 5:00 pm Monday – Friday.  Must be available to work during emergency situations.

#NCLGBA20 Recap Series: Engaging and Learning Through “Tele-everything”

Over the next few weeks, we will be featuring reflections on the 2020 Virtual Summer Conference. If you would like to share your experience, please email

Our second #NCLGBA20 Conference Recap comes from Heather Curry, Budget and Evaluation Analyst, City of Winston-Salem.

Despite looking very different this year, the morning of the NCLGBA conference still held that same electric energy and excitement that I have come to associate with these events. While only one day and held entirely online, I knew I was still in for a day of learning and I was excited to see colleagues from around the state on the computer screen and Twitter timeline.

The day started with the Economic Update, presented by Dr. Michael Walden from NC State. He described the current recession as a “mandated recession,” meaning that it was caused by our need to distance due the pandemic, and not by an excess and subsequent correction in some area of the economy. Theoretically, this should make recovery easier – just undo the mandate and things will rebound – however, the unknowns of the virus (how exactly does it spread, what activities are safest, when will a vaccine be available, will it be effective, etc.) complicate the recovery. The projections he shared showed it taking until 2023 for North Carolina’s GDP to reach pre-COVID levels. In the meantime, our economy is likely to undergo a shift to “tele-everything” – telemedicine, telework, teleschooling – which could result in people reexamining choices about where to live – if you’re engaged in tele-everything, do you need to live in the big city, or can you still access those resources while living in a rural area?

Next up were the concurrent sessions. I attended Dr. Kara Millonzi’s session on budget ordinances. Having attended Dr. Millonzi’s Introduction to Local Government Finance course at the School of Government, I was expecting a nice refresher, but not necessarily any specific new knowledge from this session. However, my expectations were exceeded when we got into the final section on interim budgets. Essentially, if a local government cannot pass a full budget and tax levy by the July 1 deadline, the Fiscal Control Act does allow for limited interim budgets. The tax rate still needs to be set by August 1, however, so no ongoing continuing resolutions for this level of government! For local governments facing extreme uncertainty in their budgets that could prevent them from having a complete budget for a longer period of time, Dr. Millonzi suggested using a hybrid interim/full budget model, described in the image below.

After concurrent sessions and lunch, the conference picked up with the business meeting. Along with the usual items – celebrating new CBEOs and promotions, thanking outgoing board members, and welcoming new faces – our VPs also shared a statement from the Board expressing the organization’s commitment to diversity, equity, and inclusion, and highlighting past and ongoing efforts in these areas. The full statement is in the image below.

The afternoon rounded out with two more general sessions. First, The Quest for a Balanced Budget highlighted the ways budget development – especially in a pandemic – is supported by technology. As the panel cities worked to adjust to developing their budgets remotely, ever-changing revenue projections, and other pandemic challenges, they relied on technology to engage residents, run scenarios, and validate data. Even with all our technology however, most offices are still building budget documents essentially by hand. Additionally, documents remain a moment-in-time snapshot, rather than living documents. These areas could be the next great innovations in budgeting.


Like many discussions recently, the final session – Legislative Updates – had a somewhat different tone than prior conferences as much of the update focused on revenue changes and resulting COVID relief legislation and ongoing advocacy. Other legislative highlights from the short session include updates for NC DOT funding, support for struggling water and wastewater systems, regulations for robotic package delivery, and funding for workforce housing.

While the conference format may have changed, it was still a time to learn, engage the brightest minds in budget, and – in this moment of tele-everything – as close as we can get to seeing our colleagues from across the state. And that makes the first-ever virtual NCLGBA conference a success in my book.