Budget & Finance Manager

City of Charlotte • Charlotte, NC

6d • $91,736 - $114,670

About The Position

Under general direction of the Charlotte Area Transit System (CATS) Senior Manager of Budgets & Financial Management, the Budget & Finance Operating Manager is a professional, supervisory, accounting position performing responsibilities for development, oversight, and maintenance of the operating and capital budgets, general financial analysis, and grant-funded operating activities ensuring adherence to and implementation of Metropolitan Transit Commission (MTC) policies and City Guidelines.

Requirements

• Strong critical thinking and strategic analytical skills.
• Ability to select, coach, supervise, motivate, train, develop, and evaluate the performance of staff through demonstration of managerial and leadership competencies, including integrity, accountability, communication skills, commitment to teamwork, and excellence.
• Ability to establish and maintain effective working relationships.
• Working knowledge of the principles and practices of Governmental Accounting, Federal, State, and Local financial regulations.
• Demonstrate a high level of sustained accuracy and compliance with written procedures and verbal instructions.
• Possess considerable knowledge of budgetary preparation, monitoring, forecasting of expenses and revenues, and analysis.
• Ability to research and analyze complex financial transactions, draw logical conclusions, make viable recommendations, and develop solutions or alternative practices based on sound logic and data.
• Strong organizational, time management, and advanced problem-solving skills to manage multiple activities with attention to detail.
• Ability to triage competing priorities according to importance and urgency.
• Ability to make decisions and produce high-quality work independently.
• Proficiency in Microsoft Office tools (particularly Word and Excel, including knowledge of pivot tables and other Excel functions, demonstrating proficiency in creating and working effectively with spreadsheets, databases, and reporting systems).
• Ability to quickly master City’s ERP System and CATS’ Systems, providing training support as needed to Project Managers and other staff.
• Participate in research and analysis projects to develop sustainable, quantifiable budget-related process improvements.
• Ability to work in a diverse environment, working flexible schedules, days, and hours in completion of routine work and special assignments, coordinating various functions.
• Ability to complete work assignments with minimum supervision.
• Ability to effectively communicate both written and verbally.
• Applicant must possess a Bachelor’s degree in Accounting, Business Administration, Public Administration, or related field and/or a minimum of five (5) years’ experience or a Master’s degree with three (3) years of relevant work experience in various facets of financial management, budget development, and municipal administration providing the necessary knowledge, skills, and abilities to successfully perform the essential job duties.

Responsibilities

• Performs direct support to Senior Manager of Budgets & Financial Management to ensure financial systems reports and information are verified and financial transactions are accurately reported for inclusion in various financial reports.
• Performs budgetary, financial, and analytical tasks of high complexity and scope.
• Supervises, trains, and works with a team of Senior Budget & Finance Analysts responsible for budget/financial management.
• Establishes priorities and delegates workload to complete major assignments.
• Reviews budget requests and conducts a wide variety of studies, analysis, and program reports for Transit.
• Provides extensive input in coordinating development of quality operating and capital annual budgets for presentation to MTC and City, including grant funds budgeting for operation projects.
• Provides direct support to the Senior Manager of Budgets & Financial Management with development and maintenance of annual projections, debt financing projections/administration, long-term financial plans, and needs and cost assessments in compliance with requirements of the Federal Transit Administration, and other specialized projects, e.g. monthly, quarterly, and annual reports to MTC.
• Ensures CATS’ budget is entered accurately within City’s Budget System and agrees to City’s budget and Adopted MTC’s budget.
• Develops, analyzes, and completes operating, grant-funded operating, and capital budgets, working with all levels of management in analyzing short and long-term operating and capital requirements.
• Provides supervision and ensures accuracy on tracking operating expenditures and obligations, reviews adequacy of supporting records and governing accounting procedures for operations in compliance.
• Supervises compilation of monthly Transit financial reports for Executive Team and Division Managers, providing year-to-date updates on operating expenditures, revenues, grants, transit activities, etc.
• Reviews and enters budget transfers/amendments for operating and capital accounts.
• Handles day-to-day management of operating and capital budgets through requisitions, PSRs, purchase order/contract change orders, and journal transfers/entries transactions review, ensuring both budgets and expenditures are recorded to proper accounts.
• Maintains operating ledger and capital projects through budget adjustments, transfers, journal entries, and accounts set up.
• Coordinates and works closely with departmental staff to monitor the progression of spending, accruals, and other accounting functions for operating accounts and/or capital projects.
• Analyzes expense charges from other City of Charlotte departments for propriety and accuracy.
• Collects, maintains, and analyzes operational data to monitor and ensure CATS’ performance measures are in full compliance with MTC policies, City Finance, and Strategy & Budget standards
• Coordinates special projects required by Transit industry in compliance with Federal, State, and Local regulations, such as the FTA Triennial Review, by gathering, maintaining, and analyzing data from multiple reporting systems, coordinating meetings, and following up.
• Creates and updates PowerPoint presentations for MTC, PTAG, and City Council.
• Develops, analyzes, and completes operating and capital grant proposals by working with all levels of management in analyzing long and short-term capital and operating requirements.
• Maintains a five-year Capital Improvement Program (CIP) and is responsible for needs/cost assessments and justifications necessary for CIP development.
• Develops, controls, maintains, and updates grant registers of programmed budgets, obligations, payments, un-liquidated obligations, un-obligated funds, and available funds for all federal, state, and local grants, including any financing contingent upon future grants.
• Provides supervision and ensures accuracy on the tracking of grant expenditures and obligations, reviews adequacy of supporting records and governing procedures to account for resources and operations in compliance with grantor requirements.
• Develops and maintains grants status reports, which provides updates on grant-funded project commitments, obligations, and expenditures.
• Assists with all aspects of grants administration, including access to technical, legislative, and statutory references.
• Performs other related duties as assigned
• As part of your responsibility to support the CATS Safety Culture, report safety concerns and issues through the various methods established by CATS as outlined in the ASP.

Benefits

• The City of Charlotte provides a comprehensive benefits package to eligible employees.
• Click here to learn more about the City of Charlotte’s benefits.
• The City of Charlotte is a drug and alcohol-free workplace.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees