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21 Oct 2022

Full-Time Senior Financial Planner – SENIO002145

Sound Transit – Posted by Sound Transit Anywhere

Job Description

Salary Range:  $60k to $130k, with a midpoint of $95k. New hires typically receive between minimum and midpoint, however, we may go slightly higher based on experience, internal equity and market.

GENERAL PURPOSE: 

Under general direction, provides financial planning and analysis services to the Agency’s long-term system planning and financial modelling processes. Participates in development of feasibility studies, estimates financial capacity and conducts studies in the areas of economic impact, cost-benefit analysis, and financial analysis on divisional and/or Agency-wide issues. Performs at an expert level fully functional in all aspects of financial planning, provides highly responsive and complex economic analysis, strategic thinking, and ad hoc project support to the Financial Planning division in the Finance and the Agency annual review as established by the Board.

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.

• Leads, develops, and documents, and processes related to the annual review for Finance. Evaluates financial alternatives and recommends appropriate action.

• Evaluates effectiveness of new programs by comparing results with original proposals.

• Provides analytical support in developing the agency’s system plan.

• Serves as the interface and liaison between the capital, operating cost, ridership and revenue estimation activities to ensure that all modeling functions meet the needs of the Agency financial planning process.

• Leads aspects of the annual Financial Planning process, and provides ad-hoc business case analysis as needed on a variety of Agency programs and initiatives.

• Partners with key stakeholders in the annual review process to identify additional funding and capacity for the long range financial plan.

• Provides leadership and support to the Financial Planning 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 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.

MINIMUM QUALIFICATIONS:

Education and Experience:

Bachelors Degree in finance, economics, business administration, public administration, or closely related field and four 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 Licenses or Certifications:

None.

Required Knowledge and Skills:

• Operational characteristics, services, and activities of financial planning and budget and associated fiscal functions.

• Principles and practices used in economic modeling, revenue forecasting, and 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.

• Pertinent state and federal regulations; Agency policies, procedures, rules and regulations.

• 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 personal 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 office environment.

• 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)

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How to Apply

To apply, please visit the link below:

https://recruiting.ultipro.com/SOU1036SOUND/JobBoard/dcc5dbea-875e-4cd1-bfd2-8e046cecc54f/OpportunityDetail?opportunityId=7ae8f829-c486-414e-a5e8-f0a91dcc5855

Job Categories: Equal Opportunities. Job Types: Full-Time. Job Tags: #finance, business administration, economics, and public administration.

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