RESOLUTION NO. 2026-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF FULLERTON,
CALIFORNIA, ADOPTING AND DELETING CERTAIN CLASSIFICATION
SPECIFICATIONS IN THE PERSONNEL CLASSIFICATION PLAN
THE CITY COUNCIL OF THE CITY OF FULLERTON, CALIFORNIA, RESOLVES AS FOLLOWS:
1. City Council establishes the following new classifications and adds them to the classification plan:
Title Effective Date
Deputy Director of Finance October 2026
Director of Finance October 2026
2. City Council adopts the following new classification specifications (Attachments 1 and 2):
Title Effective Date
Deputy Director of Finance October 2026
Director of Finance October 2026
3. City Council deletes the following classification specifications from the classification plan:
Title Effective Date
Deputy Director of Administrative Services October 2023 Director of Administrative Services December 2004
4. This resolution shall be effective October 20, 2026.
ADOPTED BY THE FULLERTON CITY COUNCIL ON OCTOBER 20, 2026. __________________________
Fred Jung
Mayor
ATTEST:
Resolution 2026-XXX
_____________________________
Lucinda Williams, MMC
City Clerk
Date
Attachments:
• Attachment 1 – Deputy Director of Finance Classification Specification • Attachment 2 – Director of Finance Classification Specification City of Fullerton Class Specification
OCTOBER 2026
DEPUTY DIRECTOR OF FINANCE
Definition:
Under administrative direction and in collaboration with the Director of Finance, plans, directs, manages, supervises, and coordinates assigned activities and operations of the Finance Department, including accounting, fiscal operations, payroll, and revenue operations, including cashiering, contract management, cash management, treasury, and financial reporting; performs complex financial analysis and other professional accounting work; develops recommendations on various financial, accounting, and investment matters; coordinates assigned activities with other divisions, departments, and outside agencies; provides highly responsible and complex administrative support to the Director of Finance; and performs related work as required.
Essential Duties and Responsibilities:
The following responsibilities and essential duties are performed on a frequent and recurring basis by an incumbent. These are not to be construed as exclusive or all-inclusive. Other duties may be required and assigned.
Assists the Director in the planning, organizing, and management of departmental services and activities, including accounting, fiscal operations, payroll, and revenue operations, including cashiering, contract management, cash management, treasury, and financial reporting.
Supports organizational compliance with federal, state, and local laws, regulations, codes, and standards.
Participates in developing and implementing department goals, objectives, processes, procedures, and priorities and develops workload indicators to measure progress towards achieving goals.
Coordinates Finance Department activities with other City departments and outside agencies and organizations as needed.
Oversees and manages preparation of the Annual Comprehensive Financial Report (ACFR).
Supports development and administration of the department budget.
Coordinates and provides assistance for audits conducted by independent external auditors.
Manages investments and maintains the City’s investment portfolio; updates the City’s Investment Policy on a regular basis.
Develops, recommends, administers, interprets, and supports enforcement of departmental and organization-wide policies and procedures and recommends improvements.
Administers, interprets, implements, and supports enforcement of governmental accounting and auditing standards as promulgated by national standard-setting bodies.
Monitors and evaluates the efficiency and effectiveness of departmental service delivery methods and procedures; recommends appropriate service and staffing levels.
Deputy Director of Finance
October 2026
Supervises, selects, and provides training, supervision, and evaluation for departmental staff; assesses and monitors workload, administrative and support systems, and internal reporting relationships; works with staff to correct deficiencies; implements discipline and termination procedures.
Participates in the preparation of and reviews, analyzes, and recommends changes for a wide variety of studies, reports, contracts, agreements, agenda letters, correspondence, resolutions, and ordinances.
Responds to and resolves difficult and sensitive inquiries.
Provides highly responsible and complex professional assistance to the Director of Finance; assists with special projects as assigned.
Develops, directs, participates, and presents oral and written staff reports and policy recommendations to the City Council, commissions, boards, and other groups as needed.
Serves as a liaison for the department with other City departments, divisions, and outside agencies; provides staff support to commissions, committees, and task forces; participates in community events and workshops that provide public information regarding departmental programs, projects, and services.
Conducts a variety of departmental organizational and operational studies and investigations; recommends modifications to programs as appropriate.
Participates in meetings and makes presentations to a variety of boards and commissions; attends and participates in professional group meetings; stays current on trends, developments, and innovations in finance and other public services as they relate to the areas of assignment.
Operates a personal computer and uses applicable software.
May assume responsibilities and serve as Acting Director in the absence of the Director.
Class Characteristics:
The Deputy Director of Finance is an executive classification with management responsibilities for several divisions and oversight of professional and clerical staff. The Deputy Director of Finance is appointed by and reports to the Director of Finance and has broad responsibility for the safe, effective, and efficient administration of all assigned departmental activities. The incumbent is expected to exercise independent judgment in establishing efficient and effective financial operations consistent with City Council policies and administrative guidelines established by the Director.
Employee Group: Executive
Qualification Guidelines:
The following generally describes the knowledge and ability required to enter the job and/or be learned within a reasonable period of time in order to successfully perform the assigned duties:
Deputy Director of Finance
October 2026
Knowledge of:
Administrative principles and practices, including goal setting, program development, implementation, evaluation, and staff supervision.
Public agency budgetary principles, contract administration, administrative practices, and general principles of risk management related to the functions of the assigned area.
Organizational and management practices as applied to the analysis and evaluation of projects, programs, policies, procedures, and operational needs; principles and practices of municipal government administration.
Principles and practices of municipal financial management, including accounting, financial reporting, payroll, auditing, and treasury management.
Leadership and management theory and practices, effective supervisory techniques, and public-sector labor relations.
Financial and citywide computer applications.
Pertinent laws, codes, rules, and procedures which apply to municipal accounting and related legal issues.
Principles and application of critical thinking and analysis.
Goal-setting methods and the design of workload and performance indicators.
Public relations and conflict resolution techniques.
Methods and techniques for contract negotiations and the development of business correspondence, presentations, and information distribution; research and reporting methods, techniques, and procedures.
English usage, grammar, spelling, vocabulary, and punctuation.
Techniques for effectively representing the City in contact with outside agencies, community groups, businesses, and professional, educational, regulatory, and legislative organizations.
Techniques for delivering high-level customer service through effective interactions with the public, vendors, contractors, and City staff.
AND
Ability to:
Assist in developing and implementing goals, objectives, policies, procedures, work standards, and internal controls within and across departments and assigned program areas.
May assist in preparing and administering large and/or complex budgets; allocate limited resources in a cost-effective manner.
Deputy Director of Finance
October 2026
Formulate and administer an effective citywide fiscal management program.
Analyze problems and recommend and implement effective solutions.
Plan, organize, direct, coordinate, and evaluate the work of supervisory, technical, and office support staff; delegate authority and responsibility; implement disciplinary actions when warranted.
Initiate and carry out required procedural assignments and use independent judgment and initiative.
Work within, interpret, and apply applicable laws, City and department rules, and regulations.
Resolve conflict situations in a fair and amicable manner.
Conduct effective negotiations and represent the City and the department in meetings with outside agencies, contractors, vendors, businesses, and professional, regulatory, and legislative organizations.
Establish, maintain, and foster effective working relationships with those contacted in the course of work.
Think clearly, logically, and rationally under pressure; adhere to multiple deadlines and manage multiple projects.
Effectively communicate both orally and in writing; develop, direct, participate in, and present oral and written staff reports and policy recommendations to the City Council, commissions, boards, and other groups as needed; prepare clear and concise reports, correspondence, policies, procedures, and other written materials.
Handle job stress and maintain composure in public settings.
Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
Meet the public with courtesy and tact.
Read and write at the level required for successful job performance.
Regularly and predictably attend work.
Education and Experience:
Any combination of training and experience, which provides the required knowledge, skills, and abilities, is considered qualifying. A typical way to obtain the required qualifications is:
A bachelor’s degree in accounting, business administration, finance, public administration, or a related field from an accredited college or university.
A master’s degree in accounting, business administration, finance, public administration, or a related field from an accredited college or university and possession of a Certified Public Accountant (CPA) license issued by the State of California is preferred.
Deputy Director of Finance
October 2026
AND
Six (6) years of recent, continuous, progressively responsible professional public sector finance or related experience, including two (2) years at the mid-management level in an organization comparable to Fullerton in terms of the scope of activity.
Special Requirements:
Ability to travel within the area to attend various job-related, professional, and organizational activities. Employees who drive on City business are required to possess a valid California Driver’s License and will be enrolled in the Department of Motor Vehicles Government Pull Notice Program.
Must be able to work flexible and extended hours to accommodate City needs.
Per California Government Code §§3100 – 3109, all public employees are declared to be disaster service workers and must take and subscribe to the oath or affirmation as required.
Physical Tasks and Working Conditions Include the Following:
Work is performed primarily indoors in an office environment. The incumbent uses a computer, keyboard, and related equipment, sits, stands, walks, twists, kneels, crouches, reaches, bends, and grasps and may operate a vehicle on City business. The incumbent must be able to meet the physical requirements of the class and have mobility, balance, coordination, vision, hearing, and dexterity levels appropriate to the duties to be performed.
Fair Labor Standards Act Designation: Exempt - Executive.
Established October 2026 (Replaces Deputy Director of Administrative Services) City of Fullerton Class Specification
OCTOBER 2026
DIRECTOR OF FINANCE
Definition:
Under general administrative direction, is responsible for all activities of the Finance Department, including strategic leadership, management, and oversight of all financial operations to ensure fiscal integrity, legal compliance, and effective stewardship of public funds, and performs related work as required.
Essential Duties and Responsibilities:
The following responsibilities and essential duties are performed on a frequent and recurring basis by an incumbent. These are not to be construed as exclusive or all-inclusive. Other duties may be required and assigned.
Plans, organizes, directs, and manages all activities of the Finance Department, including debt financing, budget management, general accounting, treasury functions and programs, financial reporting, revenue operations, billing services, investments, administration of taxes and financial requirements of City contracts, payroll, and purchasing.
Develops, recommends, administers, interprets, and enforces governmental accounting and auditing standards as established by national standard-setting bodies; participates extensively in the development and implementation of municipal financial policies.
Directs fiscal planning, use of financial internal controls and auditing functions; ensures the integrity and accuracy of financial records and reporting.
Supervises and is responsible for the proper accounting, collection, management, and recordkeeping of all City revenue and expenditures.
Advises the City Council, City Manager, and other City departments/divisions on issues pertaining to municipal budgeting and finance-related matters; provides strategic financial guidance to the City Council, department heads, and municipal leadership.
Directs and participates in the review of all financial transactions and controls the expenditure of appropriated funds; enforces compliance with standard accounting systems and fiscal procedures.
Provides the City Council, City management, and the investment community with financial information on City operations.
Ensures that the City’s financial needs are met; raises funds through alternative sources, including bond issues, certificates of participation, and lease-purchase financing; supervises the receipt and disbursement of funds in accordance with local, state, and federal laws.
Supervises the preparation of the City’s annual budget and capital improvement program documents; makes applicable recommendations for the capital improvement program and for the purchase of materials, equipment, and supplies.
Oversees and manages the investment portfolios for the City and Successor Agency; supervises investment operations and approves investment transactions.
Director of Finance
October 2026
Estimates revenues and probable tax yields for submission to the City Manager.
Directs and participates in the preparation of a wide variety of studies, reports, contracts, agreements, agenda letters, correspondence, resolutions, and ordinances, including the Annual Comprehensive Financial Report (ACFR).
Manages and participates in the development and administration of the department’s annual budget; directs the forecast of additional funds needed for staffing, equipment, materials and supplies; directs the monitoring and approval of expenditures; directs and implements adjustments as necessary.
Selects and is responsible for the training, supervision, and evaluation of all departmental staff.
Coordinates Finance Department activities with those of other departments as needed.
Represents the City in municipal finance issues before a variety of groups, the public, and other agencies.
Develops, recommends, administers, interprets, and enforces departmental policies and procedures.
Formulates, recommends, and implements departmental goals, and develops workload indicators to measure progress towards achieving goals.
Reviews and analyzes a variety of materials, records, contracts, reports, and other data and makes recommendations for change as needed.
Makes oral and written presentations.
Attends and represents the City at a variety of meetings and civic functions.
May serve on the City’s negotiation team for labor contracts; calculates costs of proposals and various scenarios and may present information in sessions with the City Council.
Operates a personal computer and uses applicable software.
Class Characteristics:
Director of Finance is a department head class and a member of the City’s executive team. The Director of Finance is appointed by and reports to the City Manager, has broad responsibility for the safe, effective, and efficient administration of all departmental activities, and serves as the City’s Chief Finance Officer. The incumbent is expected to exercise independent judgment in establishing efficient and effective financial operations consistent with City Council policies and administrative guidelines established by the City Manager.
Bargaining Group: Executive
Qualification Guidelines:
The following generally describes the knowledge and ability required to enter the job and/or be learned within a reasonable period of time in order to successfully perform the assigned duties:
Director of Finance
October 2026
Knowledge of:
Advanced and modern principles and practices of public finance administration.
Principles of municipal debt financing.
Applicable federal, state, and local laws, rules, regulations, and procedures governing the financial administration of municipal government.
Generally accepted financial accounting standards and practices through Generally Accepted Accounting Principles (GAAP), the Governmental Accounting Standards Board (GASB), the Financial Accounting Standards Board (FASB), and related Office of Management and Budget (OMB) circulars.
Municipal finance, accounting, budgeting, and auditing theory, and principles and practices of financial reporting.
Long-term financing alternatives include bonds, certificates of participation, and lease/purchase, including the advantages and disadvantages of each alternative.
Leadership and management theory and practices, effective supervisory techniques, and publicsector labor relations.
Financial and citywide computer applications.
Goal-setting methods and the design of workload and performance indicators.
Principles and techniques for working effectively with groups and fostering a cooperative, collaborative team environment.
Research techniques, methods, and procedures, as well as report presentation techniques.
Negotiating, conflict resolution, counseling, and interviewing techniques Effective methods of making oral and written presentations.
Techniques for delivering high-level customer service through effective interactions with the public, vendors, contractors, and City staff.
Modern equipment and communication tools used for business functions and programs, project, and task coordination, including computers and software programs relevant to work performed.
English usage, spelling, grammar, and punctuation.
AND
Ability to:
Formulate, manage, and direct a comprehensive finance program including the preparation and administration of large and/or complex budgets.
Director of Finance
October 2026
Provide administrative, management, and professional leadership for the City's Finance Department staff and programs.
Develop and implement sound accounting and related financial systems and procedures.
Analyze and assess programs, policies, and operational needs, making appropriate adjustments.
Develop and implement goals, objectives, practices, policies, procedures, and work standards.
Select and supervise staff, provide training and development opportunities, ensure work is performed effectively, and evaluate performance in an objective and positive manner. .
Initiate and carry out required procedural assignments and use independent judgment and initiative; independently organize work, set priorities, meet multiple and/or critical deadlines, and follow up on assignments.
Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.
Use tact, initiative, and prudence within general policy, procedural, and legal guidelines.
Resolve conflict situations in a fair and amicable manner.
Navigate politically sensitive issues effectively.
Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.
Think clearly, logically, and rationally under pressure; meet multiple deadlines and manage multiple projects.
Effectively communicate both orally and in writing; develop, direct, participate in, and present oral and written staff reports and policy recommendations to the City Council, commissions, boards, and other groups as needed; prepare clear and concise reports, correspondence, policies, procedures, and other written materials.
Organize and conduct meetings; make effective oral and written presentations.
Handle job stress and maintain composure.
Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
Meet the public with courtesy and tact.
Read and write at the level required for successful job performance.
Regularly and predictably attend work.
Director of Finance
October 2026
Education and Experience:
Any combination of training and experience, which provides the required knowledge, skills, and abilities, is considered qualifying. A typical way to obtain the required qualifications is:
A bachelor’s degree in accounting, business administration, finance, management, public administration, or a related field from an accredited college or university.
A graduate degree or some completed graduate-level coursework in accounting, business administration, finance, management, public administration, or a related field from an accredited college or university and possession of a Certified Public Accountant (CPA) license issued by the State of California is preferred.
AND
Eight years of recent, continuous, progressively responsible experience in the administration and management of comprehensive financial services in a municipal agency, including three years at the mid-management level in an organization comparable to Fullerton in terms of the scope of activity.
Special Requirements:
The City of Fullerton's Municipal Code requires that the Director of Finance file a bond with the City Clerk in the minimum penal sum of $100,000.00. Such bond shall have the approval of the City Council and shall be filed prior to entering the position of Director of Finance.
Ability to travel within the area to attend various job-related, professional, and organizational activities. Employees who drive on City business are required to possess a valid California driver’s license and will be enrolled in the Department of Motor Vehicles Government Pull Notice Program.
Must be able to work flexible and extended hours to accommodate City needs.
Per California Government Code §§3100 – 3109, all public employees are declared to be disaster service workers and must take and subscribe to the oath or affirmation as required.
Physical Tasks and Working Conditions Include the Following:
Work is performed primarily indoors in an office environment. The incumbent uses a computer, keyboard, and related equipment, sits, stands, walks, twists, kneels, crouches, reaches, bends, and grasps and may operate a vehicle on City business. The incumbent must be able to meet the physical requirements of the class and have mobility, balance, coordination, vision, hearing, and dexterity levels appropriate to the duties to be performed.
Fair Labor Standards Act Designation: Exempt – Executive.
Established October 2026 (Replaces Director of Administrative Services)