Manager - Financial Planning, Analysis & Budget

SOUND TRANSIT•Seattle, WA

62d•$104,000 - $206,000•Hybrid

About The Position

Under general direction, supervises, manages, coordinates, and administers the activities, operations, processes, and procedures of assigned area within the FP&A Division; supervises a team of financial planning analysts and manages agency-wide programs, such as annual target setting and agency goal objectives. The manager performs in a senior technical or team leader role for the agency's financial planning processes including providing fiscal information and analysis in support of Board actions, policy development, as well as other areas of responsibility in assigned functional area. This specific position will lead the above as it relates to department operating costs. Duties include but are not limited to managing processes related to their budgets, short-term and long-term forecasting, and coordinating with departments across the agency to monitor performances to plan, develop and track key performance metrics, and produce financial reporting and analysis for internal and external audiences.

Requirements

Bachelor's degree in Finance, Accounting, Business Administration, Public Administration, or related field.
Five years of experience in finance, accounting, or FP&A management
Or an equivalent combination of education and experience.
Three years of leadership, budgetary, planning and workforce management experience.
Operational characteristics, services, and activities of a division and associated fiscal functions.
Principles and practices used in financial analysis, total cost of ownership analysis, and revenue and operating cost projections.
Principles and practices of finance plan preparation and administration.
Accounting theory, principles, and practices.
Project management techniques and principles.
External and management reporting requirements and report preparation.
Principles and practices of governmental grant preparation and administration.
Principles of supervision, training, and performance evaluation.
Effective verbal and written communication skills.
Principles of business letter writing and basic report preparation.
Modern office procedures, methods, and equipment, including computers and computer applications, such as enterprise accounting and budget software, word processing, spreadsheets, report writing software, and databases.
Establishing and maintaining effective working relationships with other throughout the agency and community.
Developing and/or interpreting and administering policies and procedures sufficient to explain them to others and direct and manage the FP&A Division's work.
Collaborating with others through partnering, sharing information and resources, and operating cross-functionally.
Analyzing complex financial and policy issues.
Performing the full range of advanced financial analysis and forecasting.

Responsibilities

Supervises direct reports; plans, assigns, directs, coordinates, and reviews the work of assigned staff; coordinates schedules, projects, and programs; manages the workflow and prioritization of projects and measures the performance of the FP&A and Budget Division and all related staff; evaluates work and makes effective suggestions and recommendations and provides constructive feedback.
Manages performance and development of all direct reports; coaches, trains and motivates staff; coordinates and/or provides staff training; manages employee relations; takes appropriate corrective action when necessary; provides advice and counsel to staff; develops developmental work plans for staff; implements or recommends corrective actions, discipline, and termination procedures as necessary working closely with Human Resources; provides process and business analysis leadership to less experienced team members.
Serves as a technical resource and/or team leader to provide technical analysis for the agency; ensures linkage between the agency budget, financial plan, and other agency planning processes; provides proactive analysis and expertise to support analytical models for decision making; prepares and delivers presentations to the Executive Leadership, Board, and Board Committees.
Reviews and analyzes department financial performance on a recurring basis; provides proactive analysis and expertise to manage Sound Transit's costs; and communicates cost information and issues for internal and external audiences.
Manages and administers agency-wide programs as assigned, which may include performance measurement, project management oversight, and knowledge management.
Manages portions of the annual target setting process and provides direction to financial planning analysts; oversees production of financial planning documents; assists FP&A Director in analysis, review, and reporting of financial issues to the Executive; directs the preparation and presentation of long term plans for Executive and Board review.
Prepares regular financial reports for internal and external stakeholders; prepares financial planning section of finance reports in support of Board actions; and reviews agency agreements to determine any adverse financial impact or risk.
Participates in the development and implementation of objectives, strategies, policies, and procedures for assigned projects, services, and functional areas within the FP&A and Budget Division; establishes performance metrics for the team; and creates and revises staff procedures as necessary.
Leads all implementation and improvement initiatives of analysis and reporting management tools and systems including system upgrades, customization, and user training; develops and maintains all system documentation; and works with IT and vendors to resolve any technical issues.
Develops and maintains strong working relationships with key stakeholders in the agency.
Provides support to the FP&A and Budget Director and Division on matters as directed; serves as staff on a variety of committees as assigned; attends and participates in professional group meetings; maintains awareness of new trends and development in the fields related to area of assignment; incorporates new developments as appropriate; ensures policies, processes, procedures, and practices are interpreted and applied consistently and effectively; ensures accountability and compliance with all current and applicable state and federal laws, agency policies, procedures, rules and regulations.
Champions and models Sound Transit's core values and demonstrates values-based behaviors in everyday interactions across the agency.
Contributes to a culture of diversity, equity and inclusion in alignment with Sound Transit's Equity & Inclusion Policy.
It is the responsibility of all employees to follow the Agency safety rules, regulations, and procedures pertaining to their assigned duties and responsibilities, which could include systems, operations, and/or other employees.
It is the responsibility of all employees to integrate sustainability into everyday business practices.
Other duties as assigned.

Benefits

Health Benefits: We offer two choices of medical plans, a dental plan, and a vision plan all at no cost for employee coverage; comprehensive benefits for employees and eligible dependents, including a spouse or domestic partner.
Long-Term Disability and Life Insurance.
Employee Assistance Program.
Retirement Plans: 401a - 10% of employee contribution with a 12% match by Sound Transit; 457b - up to IRS maximum (employee only contribution).
Paid Time Off: Employees accrue 25 days of paid time off annually with increases at four, eight and twelve years of service. Employees at the director level and up accrue additional days. We also observe 12 paid holidays and provide up to 2 paid floating holidays and up to 2 paid volunteer days per year.
Parental Leave: 12 weeks of parental leave for new parents.
Pet Insurance.
ORCA Card: All full-time employees will receive an ORCA card at no cost.
Tuition Reimbursement: Sound Transit will pay up to $5,000 annually for approved tuition expenses.
Compensation Practices: We offer competitive salaries based on market rates and internal equity. In addition to compensation and benefits, you'll find that we provide work-life balance, opportunities for professional development and recognition from your colleagues.