HomeMy WebLinkAboutWORKSHOP re 2025 Finance Director Workplan JEFFERSON COUNTY
BOARD OF COUNTY COMMISSIONERS
AGENDA REQUEST
TO: Board of County Commissioners
Mark McCauley,County Administrator
FROM: Judy Shepherd, Finance Director
DATE: February 10,2025
SUBJECT: 2025 Work Plan—Finance Director
STATEMENT OF ISSUE:
An opportunity to discuss the Finance Work Plan for 2025.
ANALYSIS:
The finance manager's role is to oversee many aspects of financial transactions within the County
government for compliance, best practices, and maintain controls as specified as Generally Accepted
Accounting Principles(GAAP)and the SAO BARS Cash Manual. In addition, currently overseeing Munis
Financial General Ledger and budget management.
FISCAL IMPACT:
None
REVIEWED BY:
Mark McCaul"ounty ministrator Date
2025 WORK PLAN
IUDY SHEPHERD, FINANCE DIRECTOR
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A quick look back
2024 GOALS
2025 ORIGINAL MID-BIENNIUM BUDGET AMEHOMEHT
2025 BUDGET SALARY PROJECT10HS
MUHIS CONTRACT MANAGEMENT
CONTINUE TO DEVELOP GRANTS ADMINISTRATION COUNTYWIDE
GRAVITY BUDGET BOOK IMPLEMENTATION
COLLABOBAT/YEN//TNAUD/TONS TEAM
✓ 2023 ANNUAL REPORT-HO FINDINGS
✓ TRAVEL POLICY UPDATE COMPLETED
PAYROLL TEAM GROWTH
ESS VIEWING CAPABILITY °
AP TECHNICIAN-HEW HIRE,COURTHEY WELLS
2024Accomplishments
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COUNTYWIDE FINANCIAL TEAM GROWTH
FINANCIAL TEAM WITHIN THE COUNTY OF ACCOUNTING PROFESSIONALS
PROVIDE MENTORSNIP OF NON-ACCOUNTING PROFESSIONALS PERFORMING ACCOUNTING TASKS
DEVELOP - SUPPORTTRAIN
BUDGET
MOPE TO ANNUAL BUDGET WITH BOARD APPROVAL
NEW BUDGET PROCESS FOR FUNDS
CREATE MORE MEANINGFUL BUDGET CONTENT
IMPLEMENT GFOA BUDGET STANDARDS FOR REPORTING :
STAY INFORMED ON THE LEADING FACTORS OF THE ECONOMY GOING INTO 2026
Better Budgeting
MUNIS
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EXPLORE JOB COST,ASSET MANAGEMENT WITH INTERESTED DEPARTMENTS
Tyler Menu
TRAIN DEPARTMENTS TO USE CONTRACT MANAGEMENT 4---
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General Ledger Menu
CONTINUE TO REFINE AND STREAMLINE PROCESSES, MAINTAINING INTERNAL _ Budget Pro cessing
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Purchase Order Processing
CONTROLS STANDARDS PurchaseOrderingwryandRep,
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