Provides the planning, oversight, and monitoring functions for budget and administration processes to help ensure fiscal responsibility and accountability, and that projects advance Metro′s core business objectives.

• Manages financial and non-financial budgets and the assigned staff and functional teams responsible for developing and monitoring budgets

• Solicits and garners support from advocacy groups and key stakeholders for budget adoption

• Manages the preparation, implementation, and administration of Metro′s Budget and Performance-Based Budgeting system

• Assumes lead responsibility for the preparation and analysis of short-, intermediate-, and long-term budget projections and key performance indicators (KPIs), such as multi-year, annual, quarterly, and monthly

• Utilizes technology to develop and monitor forecasts, budgets, and performance measures for programs and projects

• Ensures department programs and projects advance Metro′s core business objectives

• Manages complex modeling of costs and revenues

• Analyzes trends in critical cost drivers that ensure Metro′s financial sustainability, including transit ridership and fare revenue

• Manages strategic analyses/approaches to problem solving

• Utilizes technology to perform cost/benefit and budget to actuals analyses of Metro departments′ projects and services

• Coordinates the correct reporting of Metro′s financial reports between the budget, payroll, accounting, and other Metro departments

• Prepares analyses of Board reports and interdepartmental proposals for potential short- and long-term budget impacts

• Leads special task forces, committees, panels, and peer groups on major financial, budgetary, and performance issues as required

• Provides technical and financial expertise on Metro′s Financial Information System

• Prepares and presents reports and analyses to senior management

• Assists in the implementation of financial and performance applications and designs reports for use by Metro staff

• Develops procedures and techniques for tracking Metro-wide operational, Administrative, Financial, and Organizational performance

• Monitors consultant contracts

• Provides financial expertise in Metro′s labor contract negotiations

• Utilizes technology to coordinate expenditure and revenue budgets to ensure balanced budgets by fund

• Supervises, trains, mentors, and motivates assigned staff

• Communicates and implements safety rules, policies, and procedures in support of the agency's safety vision and goals; and maintains accountability for the safety performance of all assigned employees

• Contributes to ensuring that the Equal Employment Opportunity (EEO) policies and programs of Metro are carried out

  
  May be required to perform other related job duties

Knowledge of (defined as a learned body of information that is required for and applied in the performance of job tasks)

• Theories, principles, and practices of budget administration, finance, data collection and statistical analysis

• Applicable local, state, and federal laws, rules, and regulations relating to budgets, finances, and funding for a public agency

• Budgeting techniques, financial analysis, and cost benefit analysis

• Financial forecasting

• Surveying, market research, and data collection techniques

• Complex analytical and research methodologies

• Generally Accepted Accounting Principles (GAAP)

• Government Finance Officers Association (GFOA) budget procedures and standards

• Computer-based business and data analysis software, such as Geographic Information System (ArcGIS), Statistical Package for the Social Sciences (SPSS), and Microsoft Office Suite applications

• Modern management theory

Skill in (defined as the proficient manual, verbal, or mental utilization of data, people, or things)

• Overseeing the operations of a budget administration department

• Developing, implementing, and evaluating budgeting and performance policies, targets, and controls for the entire agency

• Determining strategies to achieve goals

• Multi-tasking

• Analyzing data and situations, identifying problems, implementing solutions, and evaluating outcomes

• Exercising sound judgment and creativity in making decisions

• Communicating effectively orally and in writing

• Preparing comprehensive reports and correspondence

• Interacting with various levels of Metro employees and outside contacts

Ability to (defined as a present competence to perform an observable behavior or produce an observable result)

• Make financial decisions to reduce deficit and balance Metro budget impacting the entire Metro

• Compile, analyze, and interpret complex data

• Plan financial and staffing needs

• Listen

• Understand, interpret, and apply laws, rules, regulations, policies, procedures, contracts, budgets, and labor/management agreements

• Handle highly confidential information

• Make financial decisions within a budget

• Represent Metro before the public

• Supervise, train, mentor, and motivate assigned staff

• Read, write, speak, and understand English

A combination of education and/or experience that provides the required knowledge, skills, and abilities to perform the essential functions of the position. Additional experience, as outlined below, may be substituted for required education on a two-for-one year basis. A typical combination includes:

Education

• Bachelor's Degree in Accounting, Finance, Economics, Business, Statistics, Mathematics, or a related field; Master's Degree in a related field preferred

Experience

• Six years of relevant experience or three years of relevant supervisory-level experience performing professional budgetary analysis, financial analysis, data collection and performance analysis, organizational efficiency analysis, or market research; some positions in this class may require specialized experience in area of assignment

Certifications/Licenses/Special Requirements

• A valid California Class C Driver License or the ability to utilize an alternative method of transportation when needed to carry out job-related essential functions 

• Treasury Department personnel must qualify to be bonded

• Certified Public Accountant (CPA) license preferred

The physical demands described are representative of those that must be met by the employee to successfully perform the essential functions of this job. Metro provides reasonable accommodation to enable individuals with disabilities to perform the essential functions.

Working Conditions

• Typical office situation

• Close exposure to computer monitors and video screen

Physical Effort Required

• Sitting at a desk or table

• Operate a telephone or other telecommunications device and communicate through the medium

• Type and use a keyboard and mouse to perform necessary computer-based functions

• Communicating through speech in the English language required