SALARY: $75k – 115k

GENERAL PURPOSE:  

The ideal candidate performs a variety of budgeting activities and financial analysis, reporting, and forecasting.  Supports duties related to the development, presentation, and production of financial reports for assigned divisions and/or capital projects within the Agency. Works collaboratively with other internal organizations to continuously improve effectiveness of financial performance reporting. Analyzes and reports on budget performance on a monthly, quarterly, and annual basis.  Develops forecasts, five year budgeting and inputs into the long range financial plan. Develops and implements continuous process improvements. Prepares ad-hoc financial analysis in support of executive decision-making. Supports the management team as needed.

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.

• 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.

• Stays current on Sound Transit budget, accounting, overhead allocation methodologies, reporting systems, related tools, and procedures as it relates to the analyst’s role.

• Develops, tracks, and reports out on division and relevant agency KPIs.

• Develops forecasts and forecast to actual variance analysis.

• Support the division in preparation of the annual proposed and adopted budget documents.

• Perform industry research to evaluate reporting alternatives.

• Reconcile differences between budget and accounting based reports to ensure integrity and consistency of financial information.

• Work with FP&A, IT, and other departments on the support, implementation or enhancement of reporting tools.

• Demonstrate continuous effort to improve efficiency and effectiveness of performance reporting.

• Serve on assigned Agency committees and collaborate with other departments on possible 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.

• Demonstrates Sound Transit’s Values in every interaction.

• 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:

Bachelor’s Degree in finance, accounting, economics, business administration, or closely related field and four years of financial analyst experience that includes developing and monitoring budgets, forecasting and reporting (capital project controls i.e. cost and scheduling, a plus) in a medium to large organization; OR an equivalent combination of education and experience.

Required Licenses or Certifications:

None.

Required Knowledge and Skills:

• Basic operations, services, and activities of a budget program including development, monitoring, forecasting and preparing variance analysis reports.

• General accounting principles and practices, chart of accounts, and financial statements.

• Principles of financial analysis and forecasting (cash flow/financial modeling, a plus).

• Automated financial systems: budgeting, financial planning, forecasting, and accounting.

• Project management knowledge: scoping, budgeting, scheduling, managing stakeholders.

• Business writing, presentation development, and public speaking.

• Being self-motivated: taking the initiative to learn, understanding how things work, and providing value-added improvements or additions.

• Applying appropriate research, analysis, judgement, and logic when solving problems; choosing the appropriate communication method(s) when presenting results.

• Preparing and analyzing complex data/comprehensive reports; synthesizing and articulating summary points in a clear and concise manner; and making recommendations on strategies to resolve issues/inquiries using excellent oral and written communication.

• Utilizing quality control techniques to ensure accuracy of final product.

• Setting objectives/goals, planning, and organizing work to meet changing priorities and deadlines; implementing, completing, and reporting on progress, risks, and results.

• Applying project management techniques and principles.

• Analyzing complex financial and policy issues as well as agreements for potential financial impacts.

• Utilizing Microsoft office applications at an intermediate or advanced level; advanced level specifically in Excel, Word, and PowerPoint.

• 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.

• Formulating, planning, and executing financial and budgetary analyses and studies.

• Analyzing and reviewing financial plans and models and related budgetary information to determine the impact on the agency-wide program.

• Making continuous process improvements: redesign inefficient/ineffective processes; document and implement updated processes.

Physical Demands / Work Environment:  

• Work is performed in a standard office environment.

• Subject to standing, walking, bending, reaching, stooping, and lifting of objects up to 25 pounds.

• 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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)