Senior Financial Planning & Analysis & Financial Systems Analyst

ST Public Branding•Seattle, WA

1d•$81,000 - $170,000•Hybrid

About The Position

Under general direction, acts as the global administrator for the Agency’s financial planning, reporting, and budgeting application including all change management, application upgrades, data integrity, configuration, security, and reports management. Leads development, production, and maintenance of a wide range of financial reports, ad hoc queries, and data analysis for the FP&A division. Performs a variety of budgetary and financial analysis to support the development, presentation, and publishing of the annual budget and long-term financial plan. Interprets data and financial results using a variety of techniques ranging from simple data aggregation and statistical analysis to more complex data mining. Supports the FP&A Director and managers in business and decision-making processes.

Requirements

Bachelor’s degree in finance, Accounting, Economics, Business Administration, Computer Science, Math, Statistics, Information Technology, or closely related field.
Five years of experience performing financial analysis, data management and reporting, supporting and administering enterprise level software; Or an equivalent combination of education and experience.
Operational characteristics of a variety of computer and network systems, applications, hardware, and software, including enterprise financial systems, business intelligence, and reporting tools.
Principles, practices, methods, and techniques used in the installation, troubleshooting, and maintenance of systems and applications.
Financial planning and analysis: Basic operations, services, and activities of an FP&A team including development, monitoring, preparing forecasts and variance analysis.
Accounting: General accounting principles and practices, chart of accounts, and financial statements.
Reporting: Specification development, report writing and presentation using report writing software tools, such as advanced Microsoft Excel, Power BI, and Vizio.
Database management: Data technology and design concepts, integrated use of a variety of database and report writing software applications.
Analysis: Principles of financial analysis, cash flow modeling, and cost forecasting.
Automated financial systems: budgeting, financial planning and forecasting, and accounting.
Being self-motivated/taking the initiative to learn, gain understanding of how things work and provide value-added improvements or additions.
Applying appropriate research, analysis, judgment, and logic when solving problems and the appropriate communication methods when presenting results.
Analyzing and synthesizing information in a concise manner.
Understanding and interpreting end user requirements with the ability to develop/document business analysis and reporting requirements.
Responding to inquiries clearly and concisely using effective oral and written communication.
Utilizing advanced personal computer software programs affecting assigned work and in compiling and preparing spreadsheets and reports.
Utilizing quality control techniques related to final product completion to ensure accurate results.
Managing multiple tasks, setting objectives/goals, and re-prioritizing work to meet changing deadlines and priorities.
Applying project management techniques and principles.
Analyzing complex financial and policy issues.
Planning and organizing work to meet changing priorities and deadlines, implementing, completing, and reporting on progress, reviews, and results.
Working cooperatively with other departments, Agency officials, vendors, and external agencies.

Nice To Haves

Prophix, SQL Report Writer, MDX, and Crystal Reports a plus.

Responsibilities

Establish requirements, document, test, and train others to ensure FP&A system meets end user requirements for monthly, quarterly, and annual operating and project budgets, forecasts, and budget versus actual reports.
Act as FP&A’s technical support and liaise with IT or other departments and select vendors to troubleshoot system issues, create new and revise existing reports and update system configurations as needed.
Perform all global administrator functions for the Agency’s FP&A system. Set up user security/permissions.
Lead testing for changes to the FP&A system including software updates, deployment of scripts to fix issues, and changes to reports or other functionality.
Ensure timely integration of data from other Agency systems into the FP&A system and troubleshoot/resolve as needed.
Troubleshoot system and data problems, involving others in Finance, IT, and vendor, as necessary.
Update and maintain lookups, custom fields, calculations, and org/account hierarchy in the system.
Perform quality control for FP&A system to ensure accuracy and control of data.
Perform upload of annual budgets to the Agency’s ERP system and project cash flows to the Agency’s long-term financial plan.
Maintain all FP&A system documentation to reflect the current version of the application in use, Agency customizations, and FP&A’s processes and procedures as it relates to role.
Perform service desk functions i.e., managing incidents and problems, including triage, escalation, and stakeholder communication.
Perform root cause analysis and develop/implement mitigation actions to ensure continuous improvement.
Perform other procedures as determined necessary by management to maintain the FP&A system for use by the Agency.
Builds collaborative relationships with assigned divisions and projects teams within the agency.
Provides timely, accurate, and concise ad-hoc financial performance reporting; identifies and resolves financial and budgetary issues and problems for assigned divisions/projects.
Prepares financial data to support financial review meetings; assists in the production of other budget and financial related reports or presentations as requested; and responds to requests for information and data for internal and external audiences.
Develops short-term and long-term financial analysis, cash flow modeling, present/future value analysis, and complex financial models.
Stays current on Sound Transit budget, accounting, overhead allocation methodologies, reporting systems, related tools, process and procedures as it relates to the analyst’s role.
Develops, tracks, and reports out on division, projects and relevant agency KPIs.
Develops forecasts, and variance analysis for Budget vs actuals and forecast vs actual.
Supports the division in preparation of the annual proposed and adopted budget documents.
Performs industry research to evaluate reporting alternatives.
Reconciles differences between budget and accounting based reports to ensure integrity and consistency of financial information.
Work with IT and the budget division on the support, implementation, or enhancement of reporting tools.
Evaluate processes and procedures in assigned areas, make recommendations, and assist in the design and implementation of solutions.
Demonstrate continuous effort to improve efficiency and effectiveness.
Serve on assigned Agency committees and collaborate with other departments on possible data and reporting needs.
Provide accurate, timely ad-hoc reports in response to requests for information and data from management, employees, and public disclosure requests or to validate, interpret and verify accuracy of system data and reporting.
Provide support to the division’s management on other matters as directed; contribute to the divisions goals and objectives; ensure processes, policies and practices are interpreted and applied consistently and effectively; ensure accountability and compliance with all current and applicable state and federal laws, Agency policies and procedures, rules, and regulations; and understand and keep abreast of industry trends.
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.
Inclusive Reproductive Health Support Services.
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.