Sr. Manager, Financial Planning & Analysis

BASIC PURPOSE

Advance the mission and goals of PSTA by supporting the development of thoughtful and technically sound financial plans and projects in compliance with appropriate state statutes and best practices. Provide support associated with data collection, analysis, and reporting. Conduct financial activities and analysis for projects and tasks.

The primary function of the position is to establish and maintain a professional financial forecasting and budgeting system, involving the Operating and Capital budgets. This shall be accomplished ensuring compliance with appropriate state statutes including those related to property tax and TRIM requirements.  The position must be able to build strong financial models and utilize data driven insights to improve business decisions.

In addition, this position will be responsible for performing a variety of complex analytical functions and reporting.  Ideal candidates will be analytical, detail oriented and able to easily communicate to a broader audience across the authority as well as present to the Board at public meetings. 

ESSENTIAL FUNCTIONS

Plans and coordinates financial analysis and data development activities including the Authority’s operating and capital budgets, budget presentations, legal publications, notices, and documents, and periodic financial reporting.

Develop and present financial forecasts and other presentations to the Board Committees and full board.

Prepares and publishes technical instruction for the annual budget including timetables provided by law, development of all required forms, and expectations of the budgetary process including all processes and provisions as it relates to Truth in Millage.

Become the subject matter expert in property tax requirements and the TRIM requirements. 

Reviews the status of budget to actual data, conducts analysis, and partners with departments to determine underlying root causes of variances, and develop recovery plans.

Coordinates, works on and oversees the collection and reporting of the financial data in compliance with regulatory policies and procedures of the National Transit Database (NTD).

Develop financial analysis of concepts during union negotiations in a timely manner and make recommendations to the Chief Operating and Chief Financial Officers.

Respond to financial data requests across the agency and develop and work with the staff to update the Statistical section of the annual finance reports.

Perform data analysis to proactively identify potential problem areas or adverse trends requiring further investigation.

Review operations for cost savings opportunities and work cross-functionality to incorporate these initiatives.

Perform quantitative analysis required for strategic financial planning, special projects and reports for management.

Ensures compliance with all applicable laws, rules, and regulations and strives to continuously improve and exemplify best practices.

Performs other duties as assigned.

SUPERVISORY RESPONSIBILITIES

Supervises professional staff including the Financial Data Analyst. Provides additional supervision and mentoring as needed to staff including other departments involved in budgeting and financial planning and analysis efforts. This position’s responsibilities include interviewing, hiring and training employees; planning, assigning and directing work; appraising performance; disciplining employees; addressing complaints and resolving problems.

Actively support implementation of PSTA’s EEO Program and equitably administer all Authority policies and procedures.

MINIMUM QUALIFICATIONS

Education: Bachelor’s degree from an accredited college or university in Finance, Business Data Analytics, Accounting or  related degree.

Experience: Must have a minimum of three (3) years of professional experience in business financial or data analysis and  reporting practices and procedures with one (1) year of supervisory experience. Previous work with a government entity is preferred.

KNOWLEDGE, SKILLS AND ABILITIES

Knowledge of:  Business analysis, trending and forecasting. Budget experience is a plus. General office practices and administrative procedures.

Skilled in: Must have analytic, management and leadership skills with the ability to interact proactively and collaboratively with people at all levels of the organization.  Must be able to do power points, oral presentations, write reports and provide analyses for a variety of audiences.

Abilities: Interpret and respond to regulatory agency reporting requirements. Create accurate and visually effective spreadsheets, reports, and graphs, which represent complex information in a clear way. Conduct research, analyze findings, and prepare clear and concise reports and recommendations.  Prioritize work based on the ongoing demands of the department. Exercise initiative and work independently. Follow written and oral instructions.

PERFORMANCE STANDARDS

Quality of Work - Produces accurate, thorough, and high-quality work.

Communication - Communicates clearly and effectively with colleagues, staff, and stakeholders.

Planning / Organizing - Effectively develops and implements plans, organizes and delegates tasks for their team in line with strategic priorities.

Problem Solving and Conflict Resolution- Effectively identifies and resolves issues leading to positive outcomes.

Leadership - Demonstrates leadership qualities, such as quality decision making and problem solving, influencing and inspiring others, guiding a team towards achieving common goals, fostering a positive work environment, and encouraging employee growth.

PSTA is an Equal Employment Opportunity Employer.