Information for Finance Officers

Two people's hands with pens looking at a financial report and a laptop in the background with financial graphic on it

Welcome to Information for Finance Officers

The list of resources and links provided below is not necessarily an exhaustive list and is provided for informational and general guidance purposes only.  The Department of State Treasurer and the State and Local Government Finance Division are not responsible for the completeness or accuracy of the content of any external website. Resources accessed from this list should not be relied upon as legal advice or as official policy of the DST, SLGFD or the Local Government Commission.    

Duties and Responsibilities of a Finance Officer Budget

Budget

Sample Interim Budget

Restricted By State Statute And Fund Balance Available Calculation

Revenue Neutral Property Tax Worksheet

Budgeting Basics (Coming Soon)

Budget Checklist (Coming Soon)

Budget Calendar (Coming Soon)

 

Templates 

     Ordinance Template (Coming Soon)

     Project Ordinance Template (Coming Soon)

     Capital Reserve Fund Template (Coming Soon)

Cash Flow Reporting

Cash Flow Reporting

Cash Flow Analysis Worksheet

Enterprise Fund Management Purchasing and Uniform Guidance Internal Controls Applying for Debt Blogs Training Opportunities

Training Opportunities

ACC3240: ACC 3240 Local Government Finance in North Carolina - A Practical Approach

This course is an overview of the basics of local government finance in North Carolina from a very particular perspective. See the syllabus below and check with your local North Carolina Community College campus for a course availability.

ACC 3240 Syllabus

Other Training Resources

NC Finance Officers' Certification Program

Municipal Securities Rulemaking Board Education Center

Associations and Organizations