City of Santa Rosa
Job Category
Work Schedule
Job Closing Date
Job Open until Filled
Job Description

The Ideal Candidate:
The successful candidate will demonstrate strong analytical, oral and written communication skills and significant experience performing professional and complex analysis, assisting in the area of public budgeting and supporting billing and collection of revenue. Preferred education equivalent to a BA or a minimum of 5 years of direct government accounting or budgeting experience.  The ideal candidate will also have experience in coordination and management of CIP project budgeting for large CIP programs (this position will oversee both Santa Rosa Water and Transportation and Public Work’s programs totaling more than $250M). the ideal candidate will have knowledge of water or other billing services as the majority of funding for Santa Rosa Water is collected by our Water Billing Division. In addition, there will be additional duties assigned, as needed, in support of  Santa Rosa Water’s Administration Division.
Please complete a thoughtful, thorough Supplemental Questionnaire submission. As part of the selection process, your responses to these questions will be scored using criteria specific to this position. Incomplete responses, or responses such as "See Resume" may not be considered. 

The selection process will include a minimum qualifications assessment; and may also include an application and supplemental questionnaire review, followed by department selection interviews. 


For more information about this exciting opportunity, please contact Debbie Gutman at dgutman@cpshr.us



Examples of Duties and Responsibilities


Essential Duties:

The following duties are considered essential for this job classification:  

  • Plan, oversee, and manage the City’s financial planning and budgeting functions.  This includes the analysis of financial data, trends, and projecting future income and expenses and modeling the outcomes of various alternative scenarios
  • Organize, lead, and control the work of staff involved in performing budget and financial analysis
  • Analysis of current costs of providing services to the community; the projection of future needs and costs of services
  • Prepare staff reports and recommendations on a variety of municipally related subjects for presentation to City Council
  • Study and interpret the impact on City finances of various external factors, such as economic conditions, new legislation, and state and federal funding changes
  • Conduct complex financial analyses in the preparation of the City’s annual budget and related documents
  • Oversee the production of the annual operating budget and long-term capital improvement program budget
  • Review and analyze department budget requests and make recommendations for approval or modification
  • Prepare budget resolutions and provide assistance during City Council review of budget material and information
  • Present information to legislative bodies, community groups, and employee groups and answers questions
  • Respond to a variety of inquires regarding budget procedures and information needs from a variety of sources
  • Administer and monitor approved budget allocations, revenues, and expenditures; and prepare periodic reports and recommendations for budget adjustments, as necessary
  • Respond to departments and assist in problem resolution regarding budget
  • Develop revenue forecasts and expenditure projections in conjunction with budget and financial issues
  • Supervise the City’s banking activities and investment portfolio, review projections and manage cash flow needs, and monthly investment reports in accordance with the City’s guidelines and policies
  • Management responsibilities of the investment journal direct, review, and approve monthly accounting journal for Citywide investment activity
  • Ensure City adheres to Reserve fund policies; monitor, analyze and communicate reserve position and evaluate potential expenditures effect on reserves
  • Supervise monthly investment reports and plan investment schedules to provide optimum balance of yield and fluidity
  • Oversee the investment activities to ensure accurate interpretation of Council’s investment policy and to monitor yield in comparison to other agencies
  • Prepare and perform a variety of management studies and analyses and forecasts on City related problems relating to organization, systems, procedures, cost-effectiveness, compliance, and financial legislation, and make recommendations
  • Conduct special studies and analyzes; prepare and present complex financial analysis and reports to aid in decision making
  • Oversee the development and modification of various computer applications related to the Division's activities.  
  • Select, train, supervise and evaluate assigned staff
  • Provide staff assistance to Boards and Committees
  • Prepare long-term financial forecasts and analyses


In addition to the essential duties listed above, the employee in this classification may perform the following duties. The examples do not cover all duties which may be assigned.


  • Participate in labor costing and negotiations
  • Arrange for budget meetings, public notices, and public hearings on budget matters
  • Coordinate and supervise distribution of budgets and related material
  • Monitor grants for compliance with established procedures, assist in the preparation and administration of grant finances, including the coordination of grant audits and response to audits
  • Assist in the development of budget formats and standardized forms and worksheets
  • Assist in the development of budget preparation instructions and guidelines for use by all City departments and divisions
  • Perform related duties as assigned.


Required Qualifications


Knowledge of: Principles and practices of effective supervision; principles of finance, economics and public administration, including governmental accounting and budgeting; techniques of financial analysis and modeling; State, County and local tax ordinances and statutes; principles and practices used to develop financial projection, both short and long range; uses of automated financial information systems and spreadsheets; generally accepted procedures, principles, processes and terminology related to accounting and auditing; principles and practices of administration and personnel management; principles and practices of organization, management, and service systems of public agency; and statistical record keeping and interpretation.


Ability to: Assign, direct, review and evaluate the work of subordinate staff; prepare, analyze, and monitor the budget of a large public organization; interpret and analyze economic and financial data; prepare written procedures and policies; work independently and make sound judgments; interpret rules, policies and procedures; deal tactfully and effectively with members of the public, other City employees and agency officials; handle difficult and non-routine requests and inquiries; prepare a  variety of statistical reports and maintain financial records; prepare and recommend a variety of procedures and policies; communicate technical material clearly and concisely, both orally and in writing; prepare and analyze a variety of financial statements and reports; understand and apply data processing principles to financial billing and record keeping systems; establish and maintain effective working relationships with department heads and other employees.




Any combination equivalent to experience and education that would likely provide the required knowledge and abilities would be qualifying. A typical way to obtain the knowledge and abilities would be:


Experience - Sufficient years of experience involving budgeting or financial analysis to demonstrate possession of the knowledge and abilities listed above.  Directly related experience with budgeting or financial analysis in a public sector agency, and with supervision, are highly desirable.


Education - Equivalent to a bachelor’s degree from an accredited college or university with major work in accounting, auditing, business administration, public administration, or related field.   A Master’s degree in a related field is highly desirable.



Additional Information

Selection Process:

Applicants possessing the MOST DESIRABLE qualifications based on a screening of the application materials and supplemental questionnaire will be invited to continue in a selection process that may consist solely of an application screening, or may include an oral appraisal interview, assessment center, or another activity selected by the Human Resources Department. An eligible list will be established as a result of this selection process and may be used to fill future vacancies.

Santa Rosa – A Wonderful City to Call Home
The City of Santa Rosa is located just 55 miles north of San Francisco and 30 miles east of the Pacific Ocean with a population of approximately 180,000. Santa Rosa is the seat of Sonoma County and the center of trade, government, commerce, and medical facilities for the North Bay. The surrounding area is home to over a hundred wineries and vineyards and many beautiful parks and recreational facilities, including golf courses. Santa Rosa is in the center of a nationally recognized cycling area. We boast many attractions associated with large cities, including a symphony, performing arts center, theater productions and internationally recognized restaurants, yet still retain the warmth and small town feel of decades past. Santa Rosa has been named one of the 50 greenest cities in the United States with one of the top five mid-sized downtowns in California. 


The City of Santa Rosa is proud to be an equal opportunity workplace. 


For more information about this exciting opportunity, please contact Debbie Gutman at: dgutman@cpshr.us.

The City does not discriminate on the basis of disability in employment. Requests for reasonable accommodations needed to participate in the recruitment process may be made by submitting a Request for Reasonable Accommodation Form within five (5) business days of being noticed that an event requiring accommodation is occurring. You may also contact the Human Resources Department at (707) 543-3060 or jobs@srcity.org.  



The City does not discriminate on the basis of disability in employment. Requests for reasonable accommodations needed to participate in the recruitment process may be made by submitting a Request for Reasonable Accommodation Form within five (5) business days of being noticed that an event requiring accommodation is occurring. You may also contact the Human Resources Department at (707) 543-3060 or jobs@srcity.org.