Budget & Finance Manager

Welcome to the City of Charlotte

Charlotte is Americas Queen City opening her arms to a diverse and inclusive community of residents businesses and visitors alike. Here you will find a safe family-oriented city where people work together to help everyone thrive. The mission of the City of Charlotte is to deliver quality public services and promote the safety health and quality of life for all residents.

Our guiding principles include:

• Attracting and retaining a skilled and diverse workforce

• Valuing teamwork openness accountability productivity and employee development

• Providing all customers with courteous responsive accessible and seamless quality services

• Taking initiative to identify analyze and solve problems

• Collaborating with stakeholders to make informed decisions

SUMMARY

Major Duties and 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 Citys Budget System and agrees to Citys budget and Adopted MTCs 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.

Knowledge Skills & Abilities

• 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 Citys 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.

Minimum Qualifications

Applicant must possess a Bachelors degree in Accounting Business Administration Public Administration or related field and/or a minimum of five (5) years experience or a Masters 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.

CONDITIONS OF EMPLOYMENT

The Citys Background Check Policy requires background checks to be conducted on final internal or external candidate(s) applying for any position with the City of Charlotte. The type of information that will be collected as part of a background check includes but is not limited to: reference checks social security verification education verification criminal conviction record check and if applicable a credit history check sex offender registry and motor vehicle records check.

Background checks must be in compliance with all federal and state statutes such as the Fair Credit Reporting Act (FCRA). The checks must be consistent with the guidelines set forth by these laws requiring organizations to obtain a candidates written authorization before obtaining a criminal background report motor vehicle records check or credit report; and to properly store and dispose of information derived from such reports.

Final candidates must pass a pre-employment drug-screening test and physical examination. During the selection process candidates may be asked to take a skills test and/or participate in other assessments.

The City of Charlotte is an Equal Opportunity Employer and does not unlawfully discriminate on the basis of race religion color sex national origin marital status age disability sexual orientation political affiliation or on the basis of actual or perceived gender as expressed through dress appearance or behavior.

Our culture is to serve the community honorably.

HOW TO APPLY

Apply online.

Federal law requires employers to provide reasonable accommodations to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job.

You are welcome to visit the City of Charlotte Human Resources Department lobby where self-service application kiosks are available. They are located in our office at 700 East 4th Street Suite 200 Charlotte NC 28202. We are open Monday through Friday from 9:30 a.m. to 3:30 p.m. (EST) excluding official City holidays.

For questions about your application or the hiring process please email .

The City of Charlotte is committed to making our services and programs accessible to all. Upon request auxiliary aids written materials in alternate formats language access and other reasonable accommodations or modifications will be provided. To make a request please fill out the Innovation & Technology ADA request form or call 704.336.4120.

BENEFITS

The City of Charlotte provides a comprehensive benefits package to eligible employees.

Clickhereto learn more about the City of Charlottes benefits.

The City of Charlotte is a drug and alcohol-free workplace.