Lead Financial Analyst - Financial Planning & Analysis
Lead Financial Analyst - Financial Planning & Analysis
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Salary range is $78k to $180k with a midpoint of $129k. New hires typically receive between minimum and midpoint however we may go slightly higher based on experience internal equity and market.
Sound Transit also offers a competitivebenefits packagewith a wide range of offerings including:
- 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 $5000 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 youll find that we provide work-life balance opportunities for professional development and recognition from your colleagues.
GENERAL PURPOSE:
Provides financial planning and analysis services to the Agencys long-term system planning budgeting and financial modeling processes with minimal direction. Lead and guide analysts in processes and/or procedures for the development of short-term and long-term forecasts cost-benefit analysis and financial analysis on divisional modal and/or Agency-wide issues. Performs at an expert level fully functional in all aspects of financial planning provides highly responsive and complex analysis strategic thinking and ad hoc project support to the Financial Planning & Analysis division in Finance.
ESSENTIAL FUNCTIONS:
The following duties are a representative summary of the primary duties and responsibilities. Incumbent(s) may not be required to perform all duties listed and may be required to perform additional position-specific duties.
- Build and enhances collaborative relationships within FP&A team assigned divisions and project teams and across the agency.
- Leads process for departmental drivers analysis and provide additional support to analysts in preparation of the annual budget documents for department and modal.
- Recommends direction and guidance to other team members on issues while completing all assigned activities pertaining to but not limited to timely accurate and concise ad-hoc financial performance reporting; identifies and resolves financial and budgetary issues and problems for assigned divisions/projects.
- Develops prepares and presents financial data to support financial review meetings; assists in the production of other budget and financial related reports training materials or presentations as requested; and responds to requests for information and data for internal and external audiences.
- Develops and manage process and procedures for operating model for operations department including but not limited to development of assumptions/drivers in short-term and long-term financial analysis cash flow modeling present/future value analysis.
- Develops and manage process and procedures for modal allocations and reporting including but not limited to development of assumptions/drivers in short-term and long-term financial analysis cash flow modeling present/future value analysis.
- Stays current on of FP&A budget and accounting (including but not limited to overhead allocation methodologies reporting systems related tools process and procedures). Ensure that changes and impacts are well communicated and provide training on such changes.
- Provides mentorship training guidance on all departmental related for new team members; enhances onboarding experience of new team members.
- Lead and participate in continuous process improvement opportunities including identifying and collaborating with impacted stakeholders.
- 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.
- Represents the FP&A Division as directed; serves on committees as assigned; prepares and presents reports and other correspondence as necessary; participates in professional group meetings; maintains awareness of emerging trends and developments in assigned areas of focus and incorporates into work processes as appropriate; ensures policies and practices are interpreted and applied consistently and effectively; ensures accountability and compliance with all current and applicable state and federal laws Agency policies and procedures rules and regulations.
- Champions and models Sound Transits 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 Transits 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.
MINIMUM QUALIFICATIONS:
Education and Experience:
Bachelors degree in Finance Economics Business Administration Public Administration or closely related field; Five years of experience in the areas of financial planning and analysis modeling and developing financial projections in assigned area of a medium to large organization preferably in transit operation or similar organization; Or an equivalent combination of education and experience.
Required Knowledge and Skills:
- Operational characteristics services and activities of financial planning and budget and associated fiscal functions.
- Principles and practices used in developing financial projections.
- Principles and practices of financial analysis cash flow modeling present/future value analysis statistics and economics.
- Principles and practices of program management.
- Project management techniques and principles.
- External and management reporting requirements and report preparation.
- Modern office procedures methods and equipment including computers.
- Computer applications such as word processing spreadsheets and statistical databases.
- Utilizing computer software programs affecting assigned work and in compiling and preparing spreadsheets.
- Establishing and maintaining effective working relationships with other department staff management vendors outside agencies community groups and the general public.
- Interpreting and administering policies and procedures sufficient to administer discuss resolve and explain them to staff and other constituencies.
- Analyzing and providing valued input into complex financial and policy issues.
- Performing the full range of expert-level economic and financial analysis and forecasting.
- Planning and executing multi-year multi-project financial analyses.
- Managing multiple tasks setting and meeting objectives/goals and re-prioritizing as needed.
- Effectively represent the Agency to outside individuals and agencies to accomplish the goals and objectives of the program area.
- Preparing analyzing and providing strategic guidance on complex data and numerical computations and comprehensive reports.
- Maintaining confidentiality and communicating with tact and diplomacy.
- Applying advanced project management techniques and principles.
Physical Demands / Work Environment:
- Work is performed in a standard hybrid office and field environment.
- Positions working in field may occasionally be exposed to dangerous machinery extreme weather conditions physical harm hazardous chemicals and/or extreme noise.
- The Agency promotes a safe and healthy work environment and provides appropriate safety and equipment training for all personnel as required.
Sound Transit is an equal employment opportunity employer. No person is unlawfully excluded from employment action based on race color religion national origin sex (including gender identity sexual orientation and pregnancy) age genetic information disability veteran status or other protected class.
Required Experience:
IC
Employment Type
Full-Time
