Job & Business Opportunities

Job Summary

This classification is primarily responsible for performing tasks in the following areas: Financial/Statistical Analysis and Reporting; Budget Development, Review, and Analysis; Information Tracking and Reporting; and Supervisory/ Administrative. This is the advanced journey, highly specialized and/or lead level within this series, responsible for the most complex assignments. Some positions may perform full supervisory duties but do not do so for a preponderance of time. Work mainly involves the gathering and interpretation of data dealing with complex problems and unexpected situations, including making recommendations.

Supervision

Supervision Received: This class works under direction, wherein the employee receives general instructions regarding the scope and approach to projects or assignments, but procedures and techniques are left to the discretion of the employee.

Supervision Exercised: This class may provide direct and/or indirect supervision to lower level personnel; however, this supervisory responsibility is not the primary purpose of the class.

Distinguishing Characteristics

N/A

Essential Functions

A. Financial/Statistical Analysis and Reporting
Duties may include:
Coordinate and develop special studies relative to public financing, and alternative and innovative funding techniques. Analyze alternatives for expansion of District’s funding base. Develop and maintain financial forecasting and cost allocation models. Analyze operating, maintenance and administrative costs including debt service; determine financial impact on alternative fare structures. Assist senior management on specialized studies and projects. Assist in the implementation of efficiency improvements; prepare and develop District performance measures; coordinate the development of historical cost, revenue and service information. Maintain data on the District’s operating and capital program expenditures. Evaluate cost and impact of pension benefit changes, future pension liabilities, debt service needs and cash flow analysis. In conjunction with internal staff, evaluate District’s contributions to the workers compensation program, claims and liability programs and cost mitigation measures. Prepare the District’s quarterly performance report and present to the Board of Directors. Perform analyses of labor contracts and labor deployment practices with respect to labor costs. Prepare the financial element of the District’s strategic planning documents. Conduct feasibility studies for service expansion and changes to determine financial impact on the District. Conduct analyses on financial, risk, bond, grant procurement, legislative issues and other specialized financial areas.

B. Budget Development, Review, and Analysis
Duties may include:
Assist in the preparation of the annual operating and capital improvement budgets. Review requests for additional funding and other supplemental requests. Assist in monitoring and controlling budget activities. Coordinate budget preparation process with departments and budget units; Research, evaluate, and make decisions on requests from departments and budget units for changes in allocation of positions, funding appropriations, and program functions on a continuing basis throughout the fiscal year.

C. Information Tracking and Reporting
Duties may include:
Prepare and submit mandated statistics and reports to the Federal Transit Administration and other governing agencies including data on District ridership, services, financial operations, and related statistics. Maintain, enter, update, and retrieve information from specialized software programs. Retrieve historic data from computerized systems.

D. Supervisory/Administrative
Duties may include:
Respond to questions and provide information on specialized financial areas. Plan, prioritize, assign, supervise, and review work of staff. Participate in the selection of staff. Plan and coordinate staff training. Work with employees to correct deficiencies. Observe, train, and guide employees; write performance evaluations. Other duties as assigned.

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:

• Public agency and general financial and accounting principles, policies and procedures.


• Principles and practices of financial planning.


• Principles and practices of budget development and implementation.


• Methods and techniques of analyzing cash flow and preparing cost projections.


• Methods and techniques of preparing cost models.


• Principles and practices of statistical analysis and financial reporting.


• Principles and practices of survey sampling and regression analyses.


• Funding sources for transit agencies.


• Workers compensation, retirement plan, general liability and related insurance program financial concepts.


• Economic principles of discounted cash flow, inflation, benefit/cost analyses, loan amortization, inventory control and related financial concepts.


• Principles and practices of financial and administrative report preparation and presentation.


• Operations and services of a public transit agency.


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


• Specialized financial system software.

• Provide highly specialized financial support to the District’s financial planning programs.


• Perform complex budget analysis, preparation, and monitoring.


• Conduct a variety of specialized studies to determine impact on District’s financial status.


• Independently research, analyze, and make effective recommendations on administrative, management, budgetary and fiscal practices, procedures and problems.


• Provide technical leadership on financial studies and other complex projects.


• Develop District financial performance measures.


• Prepare highly complex financial and administrative reports.


• Ensure submission of mandated financial reports to governing agencies.


• Perform complex statistical analyses.


• Ensure that long-range forecasts provide a logical prediction and probability of future public transit operations.


• Ensure good working relationships with internal staff, external agencies and the general public.


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

• Common word processing software.


• Common spreadsheet software.


• Common database applications.


• 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:
Four years of increasingly responsible experience in public agency financial planning and analysis or budget development preferably in a transit agency; or, two years of experience as a Senior Administrative Analyst with the District with specific responsibilities for financial-related duties as the main focus of the work.

Required Prior Education:
A Bachelor’s Degree in Business, Finance, Economics, or closely related field.