Financial Planning & Report Manager

Financial Planning & Report Manager

Salary

$91,133.00 - $113,917.00 Annually

Location

201 West Market Street Greensboro, NC

Job Type

Full Time

Remote Employment

Flexible/Hybrid

Job Number

04172

Department

Finance

Opening Date

08/18/2026

Closing Date

9/18/2026 11:59 PM Eastern

• Description
• Benefits
• Questions

GUILFORD COUNTY GOVERNMENT

Empower Successful People to thrive in a Strong Community supported by Quality Government

Description

GENERAL STATEMENT OF DUTIES

Manages financial analysis and planning and bank reconciliation functions in the Finance Department.

DISTINGUISHING FEATURES OF THE CLASS

An employee in this class is responsible for planning, organizing, and directing the financial analysis and planning, and the bank reconciliation functions for the Finance Department. Emphasis of the work is on supervising professional financial and accounting staff engaged in financial analysis, financial reporting, and fund management as well as contract review. A key role is to ensure the completion and filing of financial and accounting reports in accordance with the established due dates as well as ensuring legal and reporting requirements of outside agencies are met. Special assignments are typically received from the Finance Director, or Deputy Director, and the employee is expected to function independently to accomplish projects or assignments with limited guidance. Work may also be professionally reviewed through comments from The NC Local Government Commission, reviews of the County financial statement (ACFR), as well as the Government Finance Officers Association via their issuance of the Certificate of Achievement for Excellence in Financial Reporting to the County.

Examples of Duties

DUTIES AND RESPONSIBILITIES

Essential duties and responsibilities include, but are not limited to:

• Supervises professional, technical, and clerical staff; assigns duties, controls workflow, conducts performance evaluations, provides individual and group training, and makes recommendations regarding the compensation of employees; makes recommendations on transfers, suspension, discipline, or removal when necessary, including the adjustment of employee grievances and complaints.
• Oversees the planning and reporting of major reports such as: Annual Comprehensive Financial Report (ACFR), County Wide and Law enforcement Indirect Cost Allocation plans, County Schedule of Expenditures of Federal and State Awards, Annual Financial Information Report (AFIR) filed with the NC Local Government Commission, and the Revenue and Expenditure Projections and Fund Balance Projection for the Budget and Management Services Department.
• Provides consistency and quality control from a County-wide perspective over individual department reporting.
• Provides professional guidance and input for the development of the Official Statement of financial positions in instances of issuing bonds; prepares assignments and reviews financial data for the annual Continuing Disclosure Requirements.
• Maintains the County's internal financial reporting system structure and coding requirements sufficient to enable departments to report grant activity to granting agencies.
• Provides a structure that enables Finance to report in accordance with GAAP as required by law, bond rating agencies, investors, and to provide a vehicle for the allocation of interest income to funding sources that require allocation.
• Analyzes the needs of the departments for updates to the County ERP and authorizes changes; review reports to determine effect of changes.
• Maintains County accounting records in concert with the Accounting Manager and Cash and Debt Manager.
• Reconciles various accounts to the general ledger.
• Reviews daily reports and approve corrections.
• Computes, monitors and/or reconciles fund balances in compliance with GASB Statement 54.
• Reconciles and monitors transfers between funds by reviewing financial reporting system reports and preparing, reviewing, and authorizing month end and year end closing entries, and appropriate reversals; computed and adjusts the allowance for doubtful tax and accounts receivable accounts; prepares and/or authorizes other adjustments as necessary.
• Serves in the capacity of the Deputy Finance Director or Finance Director as required; may also serve in the capacity or have oversight of the duties of the Cash and Debt Manager, Accounting Manager, Financial Analysts, and/or Treasurer during their absence.
• Completes special projects as assigned by the Board and/or County Manager through the Finance Director including Special projects internal to the goals of the Finance Department.
• Remains aware of changes in federal, state, and reporting agency rules and requirements; interprets changes and make recommendations for action to management and Budget Department staff.
• Incorporates financial reporting changes into operational practices to ensure confidence in the County's accounting and financial analysis process by investors, bond rating agencies, independent auditors, and others.
• Manages the reconciliation of County bank accounts to the GL on a monthly basis.

RECRUITMENT STANDARDS

Knowledge, Skills, and Abilities

• Advanced knowledge of governmental accounting principles, guidelines, laws, and regulations; sufficient to plan, organize and manage the work of professional and paraprofessional staff.
• Considerable knowledge of N.C. General Statute 159 Local Government Budget & Fiscal Control Act, Guilford County Budget Ordinance and Amendments, and Federal and State laws applicable to grants, the Single Audit, Cost Allocation Plans, and related regulations.
• Considerable knowledge of statements, interpretations, and guidelines provided by the Governmental Accounting Standards Board (GASB), the GFOA Governmental Accounting, Auditing & Financial Reporting blue book (GAAFR), and other professional standards, guides and literature.
• Knowledge of the financial reporting system, and guidelines provided in the County purchasing manual.
• Skill using a personal computer and calculator sufficient to use e-mail and word processing communications, design, and maintain complex financial spreadsheets and presentations, and prepare assignments on major reporting projects.
• Skill in organization, management, and interpersonal communications to manage the work of others, provide information, and/or comprehend requests.
• Ability to interpret and apply accounting principles, guidelines, laws, and regulations.
• Ability to make decisions independently, sufficient to perform all the essential functions of the job.
• Ability to analyze and evaluate a financial problem and solve or make alternative recommendations involving special projects for the Board or Manager as well as recognizing and correcting problem situations throughout the year.
• Ability to effectively communicate with individuals and groups to discuss or explain complex financial data or requirements in term they can understand.

Typical Qualifications

MINIMUM QUALIFICATIONS

Graduation from an accredited college or university with a Bachelors Degree in Accounting, Finance or related field and four years of experience in auditing or preparation of financial statements, with at least one year of supervisory or lead experience.

Preferred Qualifications

• Experience in preparing NC governmental financial compliance reports or annual comprehensive financial reports compliant with GASB pronouncements.
• Experience in MS Office (Excel, Word, PowerPoint)
• Experience with the Munis, (Infor) Lawson, or other comparable ERP financial software.
• North Carolina Certified Public Accountant licensed by the North Carolina Board of Certified Public Accountant Examiners, or eligible for a reciprocal license.
• Certification as NC Certified Local Government Finance Officer or GFOA Certified Public Finance Officer.

Supplemental Information

May Require Driving

This position may require driving for this position whether driving a County owned or personal vehicle to conduct county business such as but not limited to attending conferences, meetings, or any other county related functions. Motor Vehicle Reports may be verified for valid drivers license and that the driving record is compatible with the countys driving criteria.

If a personal vehicle is operated for county business proper insurance is maintained as per Guilford Countys vehicle use policy.

Special Note

This generic class description gives an overview of the job class, its essential job functions and recommended job requirements. However, for each individual position assigned to this class, there is available a completed job description with physical abilities checklist which can be reviewed before initiating a selection process. They can provide additional detailed information on which to base various personnel actions and can assist management in making legal and defensible personnel decisions.

Guilford County is committed to providing Equal Employment Opportunity (EEO) to employees and applicants for employment regardless of color, religion, sex, national origin, age, disability, genetic information, sexual orientation or political affiliation. The County is committed to complying with all applicable federal, state and local laws that pertain to employment, and to providing a work environment that is free from discrimination of any kind. If you need an auxiliary aide, make the request forty-eight (48) hours in advance of the time the accommodation is needed by calling 336-641-3324.

We are excited about the opportunity of having you as a prospective new employee!

You probably already know our county is a wonderful county to live in, but did you know it is also a wonderful place to work?

Below are a few of the reasons why we love working for Guilford County.

We offer Health Insurance (UnitedHealthCare) to all benefitted employees working a minimum of 20 hours per week. The shared cost of the premium is based on scheduled/budgeted hours. If you are a full-time employee working 40 hours a week you can expect to pay less than $35 a month for medical coverage, dental coverage for $4 a month and vision coverage for $5 a month. Thats less than $45 a month for medical, dental & vision coverage; thats unheard of.

Telehealth UHC Virtual Visits are available to you with no copay or out of pocket expense.

We are excited to inform you Guilford County has an Employee Wellness Center (24/7 access) with strength training equipment, cardio machines and a group exercise room with virtual or in person coaching from our Wellness Specialist!

Employee Assistance Program, 100% funded by the county. A superb benefit for you and your family absolutely free. Confidential help with personal or work-related issues.

13 paid holidays, 12 sick days, and 12 vacation days a year. Thats 37 paid days a year, totaling almost 2 months of paid time off.

Employer contributes 5% into your 401(k) - no match required.

Enrollment in the State Retirement Plan by contributing 6%.

Longevity pay beginning at five years of service.

We provide a $10,000 Life and AD&D benefit to eligible employees.

Flexible spending accounts (FSA) allow you to set aside tax-free dollars for health care and dependent care.

Voluntary Life, AD&D, Short-Term and Long-Term Disability.

01

Please select the highest level of education you have completed All education and certifications must be listed in the Education section of the employment application. Transcripts may be required to verify educational qualifications.

• High School Diploma or GED
• Associates Degree (AA, AS)
• Bachelor's Degree (BA, BS)
• Master's Degree (MA, MS, MBA, etc.)
• Professional degree (JD, MD, DVM, etc.)
• Doctoral Degree (PhD, EdD, etc.)

02

If you have a degree, is the major field of study in Accounting, Finance or related field?

• Yes
• No
• I do not have a degree

03

Which best describes your years of progressive responsible experience in auditing or preparation of financial statements? Human Resources will not process incomplete answers. You must also clearly state your experience in the Employment / Work History section of your employment application.

• Less than two years
• Two years less than four years
• Four years less than six years
• Six or more years

04

Which best describes your years of experience as a supervisor or lead worker?

• Less than 1 year
• One year less than 3 years
• 3 years less than 5 years
• 5 or more years

05

Please select the below licenses or certifications you currently possess. (select all that apply) If you have no license/certification, please select "Not Applicable" or "N/A." • Applications with "See Resume" are considered incomplete and will be given no further consideration. Human Resources will not process incomplete answers. • You must also clearly state your experience in the Certificates and Licenses section of your employment application.

• North Carolina Certified Public Accountant licensed by the North Carolina Board of Certified Public Accountant Examiners, or eligible for a reciprocal license.
• NC Certified Local Government Finance Officer Certification
• GFOA Certified Public Finance Officer Certification
• Not Applicable" or "N/A

06

Please select your MS Office experience. (Select all that apply.)

• Excel
• Word
• Powerpoint
• I do not have MS Office experience.

07

In your own words clearly describe your experience (company name, job duties, etc.) in auditing or preparation of financial statements. If you have no experience, please type "Not Applicable" or "N/A." • Applications with "See Resume" are considered incomplete and will be given no further consideration. Human Resources will not process incomplete answers. • You must also clearly state your experience in the Employment / Work History section of your employment application.

08

In your own words clearly describe your experience (company name, job duties, etc.) as a supervisor or lead worker. If you have no experience, please type "Not Applicable" or "N/A." • Applications with "See Resume" are considered incomplete and will be given no further consideration. Human Resources will not process incomplete answers. • You must also clearly state your experience in the Employment / Work History section of your employment application.

09

In your own words clearly describe your experience (company name, job duties, etc.) in preparing NC governmental financial compliance reports or annual comprehensive financial reports compliant with GASB pronouncements. If you have no experience, please type "Not Applicable" or "N/A." • Applications with "See Resume" are considered incomplete and will be given no further consideration. Human Resources will not process incomplete answers. • You must also clearly state your experience in the Employment / Work History section of your employment application.

10

In your own words clearly describe your experience (company name, job duties, etc.) with the Munis, (Infor) Lawson, or other comparable ERP financial software. If you have no experience, please type "Not Applicable" or "N/A." • Applications with "See Resume" are considered incomplete and will be given no further consideration. Human Resources will not process incomplete answers. • You must also clearly state your experience in the Employment / Work History section of your employment application.

11

I understand that an official copy of my college transcript will be required upon conditional offer of employment.

• Yes
• No

12

I understand that all Required Competencies, Work history and Credentials and Education must appear on the application in the Education and Work Experience sections of the application form to receive consideration during the selection process. Resumes will not be accepted in lieu of completing the application, "See Attached Resume or an Embedded Text Resume" will be considered incomplete and will not be processed.

• Yes
• No

Required Question

Employer Guilford County

Address 201 S Greene Street

Greensboro, North Carolina, 27401-6417

Phone 3366413763

Website https://www.guilfordcountync.gov/