Job & Business Opportunities

Job Summary

This classification is primarily responsible for tasks in the following areas: Oversee District’s Integrated Comprehensive Annual Revenue and Expenditure Budget; Financial Strategic Planning; Direct and Oversee Complex Report Development and Presentation; Direct and Participate in Special Projects; Provide Program Policy and Procedure Review, Analysis and Support – Internal Programs and Policies; Department Administration. Work mainly involves problem solving and mediating highly conflicting, unexpected, and unusual problems involving multiple groups.

Supervision

Supervision Received: This class works under administrative direction, which includes broad management responsibility for a large program or set of related functions. Work is usually received in terms of goals; review is received in terms of results.

Supervision Exercised: This class may provide direct and/or indirect supervision to lower level personnel.

Distinguishing Characteristics

N/A

Essential Functions

A. Oversee District’s Integrated Comprehensive Annual Revenue and Expenditure Budget
Duties may include:
Initiate, coordinate, and implement the annual budget preparation process. Review, monitor, and analyze the reasonableness of budgetary requests, recommend appropriate balance and use of limited resources. Monitor and evaluate compliance with budgetary restrictions/communicate issues with internal/external customers. Address policy issues (old and new) applicable to budget preparation. Coordinate comprehensive effort of development with intra and interdepartmental staff. Present budget to internal and external customers as well as the Board and executive management. Assess financial implications of budget development, application, and compliance with various funding sources. Perform other duties as assigned.

B. Financial Strategic Planning
Duties may include:
Develop and recommend financial goals and objectives. Recommend and implement District-wide financial strategies and activities. Assist with forecasting economic trends and predicting impact on District Finances. Help monitor legislation for impact to District. Performs other duties as assigned.

C. Direct and Oversee Complex Report Development and Presentation
Duties may include:
Oversee and prepare complex statistical and narrative reports, correspondences and other documents, including those required by law. Make presentations to District and other officials and management. Provide managers with financial reports, advice, support, and assistance. Perform other duties as assigned.

D. Direct and Participate in Special Projects
Duties may include:
Initiate and participate in various special projects. Provide business analysis and input on various District projects. Establish, appoint, and participate in various work teams for special projects. Communicate and present business policy and procedural issues to executive management. Develop, recommend, and implement new policies and procedures. May participate in design, implementation, and control of automated financial systems. Perform other duties as assigned.

E. Provide Program Policy and Procedure Review, Analysis and Support – Internal Programs and Policies
Duties may include:
Review compliance with existing internal control policies and procedures.
Implement suggested recommendations for internal control improvements.
Evaluate operational internal control weakness and modify and create new procedures. Respond to internal/ external audit findings, report on status, and coordinate implementation. Perform other duties as assigned.

F. Department Administration
Duties may include:
Oversee general priority of work requirements. Coordinate and direct
assignments related to District budget preparations and reporting requirements. Advise staff on various budget, financial, and business practices. Provide training and development opportunities for staff. Provide leadership and direction to staff. Communicate and inform staff of policy and management issues, as necessary. Coordinate and participate in strategic planning with staff. Handle personnel conflicts and seek resolution, including discipline when necessary. Perform other duties as assigned. Director of Management & Budget

Job Demands

Physical and Mental Requirements:

• Mobility: frequent use of keyboard; frequent sitting for long periods of time; occasional bending or squatting.


• Lifting: frequently up to 10 pounds; occasionally up to 25 pounds.


• Vision: constant use of overall vision; frequent reading and close-up work; occasional color and depth vision.


• Dexterity: frequent repetitive motion; frequent writing; frequent grasping, holding, and reaching.


• Hearing/Talking: frequent hearing and talking, in person and on the phone.


• Emotional/Psychological: frequent decision-making and concentration; frequent public and/or coworker contact; occasional working alone.


• Environmental: frequent exposure to noise.

Knowledge and Abilities

Required Knowledge of:

• District policies, procedures and functions, and the laws, ordinances, rules, regulations and codes applicable to the functional areas assigned.


• Financial forecasting and performance monitoring capabilities.


• General business and financial principles and practices.


• Operations and services of a public transit agency.


• Principles and practices of staff supervision, training, and performance evaluation.


• Financial forecasting and performance monitoring.


• Specialized reporting requirements.


• General management and leadership principles and practices.

• Gather, assemble, analyze and evaluate financial information, and make strategic analyses and financial projections.


• Interpret and apply laws, rules and regulations impacting the District’s finances. Analyze and resolve a variety of complex financial, administrative, and operational issues.


• Communicate effectively, both orally and in writing.


• Establish and maintain cooperative working relationships.


• Prepare highly complex financial, business, and technical reports.


• Document and maintain comprehensive records and reports for the District.


• Supervise, lead, and direct the work of assigned staff.

• Common word processing software.


• Common spreadsheet software.


• Common database applications.


• ERMS software concepts.


• Accounting or operations software functionality.


• Email, contact management, and scheduling software.


• Project management software.


• Presentation software.

Minimum Qualifications — Any combination of education and experience that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:

Required Prior Experience:
Seven years of progressively responsible management and supervisory experience in public sector finance and accounting, preferably in the transit industry.

Required Prior Education:
A Bachelor’s Degree from an accredited college or university in Business, Public Administration, Finance, or a closely related field. Six years of additional qualifying experience may substitute for the required education.