Finance Analyst Finance and Information Technology
Scope of Position The following reflects a representation of positions essential functions. It does not prescribe or restrict the tasks that may be assigned as needed. Lead assigned team in developing and preparing capital, transit operating, and staff budgets for assigned departments/lines of business; ensure budgets reflect the policies and priorities of the Board and are consistent with Agency financial policies; assume substantial responsibility for developing and publishing budget documents. Coordinate with Agency staff to gather program objectives, workforce, cost, and performance data; prepare complex fiscal year and long-term resource plans and budget cashflows; summarize information for review through a multi-tiered approval process. Write and review staff reports and prepare presentation materials for presentation of issues to the Finance Committee and Board of Directors; respond to requests for information from the Board of Directors, Chief Executive Officer, staff, Citizens Oversight Panel, Federal Transit Administration, and other agencies/partners and the general public on budgetary and financial issues; attend public meetings on Agency issues as required. Perform a full range of financial management duties; monitor current year operating and capital budget performance; perform budget to actual analysis; prepare monthly and quarterly financial reports. Approve departmental coding; resolve coding issues; monitor departmental and project spending; approve purchase requisitions and check requests; set up new accounts as necessary. Provide a full range of budgetary and financial services to facilitate the completion of projects on-time and within budget; provide budget support and monitoring to project managers. Prepare, monitor, and maintain assigned budget and financial databases and systems. Act as co-lead for coordinating and consolidating agency budget documents.
Qualifications The requirements below are representative of the knowledge, skill and/or ability required. Knowledge of: Professional knowledge of industry principles and practices for the area of responsibility. Methods and techniques used in the performance of duties and responsibilities specific to the area of assignment. Budget development, monitoring, and reporting principles and practices. General accounting principles and practices. Financial analysis and modeling methods and tools. Automated financial systems. Pertinent federal, state, and local laws, codes, and regulations. Computer applications such as word processing, spreadsheets, and databases.
Ability to: Develop and monitor departmental, divisional, and program/project operating and capital project budgets, costs, and schedules. Formulate, plan, and execute complex multifaceted financial and budgetary analyses and studies. Perform financial analysis and modeling including cash flow modeling and present/future value analysis. Use professional management and/or technical concepts to solve complex problems and manage projects in creative and effective ways. Lead interdisciplinary intra-departmental teams in developing and monitoring budgets. Perform partnering and negotiating activities. Manage multiple tasks, set objectives/goals, and re-prioritize as needed. Plan and organize work to meet changing priorities and deadlines. Analyze and synthesize information in a concise manner and make recommendations on strategies to resolve issues. Understand the organization and operation of the Agency and of outside agencies as necessary to assume assigned responsibilities. Understand, interpret, and apply general and specific administrative and departmental policies and procedures as well as applicable federal, state, and local policies, laws, and regulations. Prepare clear and concise reports. Effectively represent the Agency to outside individuals and agencies to accomplish the goals and objectives of the program area. Respond tactfully, clearly, concisely, and appropriately to inquiries from the public, Agency staff, or other agencies on sensitive issues in area of responsibility. Work effectively under pressure, meet deadlines, and adjust to changing priorities. Establish and maintain effective working relationships with those contacted in the course of work.
Skill in: Applying principles and practices of technical area of expertise. Applying strong interpersonal techniques and demonstrating a consistent commitment and ability to work with diverse work groups and individuals. Applying appropriate oral and written communication techniques to various individuals ranging from Agency employees, the general public, elected officials, community leaders, and local, state, and federal agencies.
Education and Experience Related experience may substitute for education on a year for year basis. Degree: finance, accounting, economics, or in a related field. Experience: Three years of increasingly responsible financial analysis experience including three years of experience developing and monitoring budgets in an organization at a level comparable to a Finance Analyst with the Agency.
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