Assistant Director, Budgets and Financial Planning - San Francisco - CapMetro

Description

Overview

A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.

Metropolitan Transportation Commission (MTC) — San Francisco, CA

Assistant Director, Budgets and Financial Planning & Analysis

Salary: $176, $234,498.99 Annually

Job Type: Regular/Full-Time

Remote Employment: Flexible/Hybrid

Equal Opportunity Employer

The Metropolitan Transportation Commission is an equal-opportunity, non-discriminatory employer. MTC provides all employees and applicants with an equal opportunity in every aspect of the employment experience regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, physical handicap, medical condition or marital status.

Applications: The job posting will remain open until a qualified pool of applicants is established and may close at any time. If you are interested, please apply immediately.

A resume and cover letter are not required with your application, but highly encouraged.

Be ready to rethink your assumptions about the public sector. Dedicated and motivated colleagues? Beautiful, high amenity building for on-site work and collaboration? Flexible schedules and hybrid work options? Yes, yes, and yes

About MTC

The Metropolitan Transportation Commission (MTC) is the transportation planning, financing, and coordinating agency for the nine-county San Francisco Bay Area. MTC is the federally designated Metropolitan Planning Organization (MPO) and the state designated Regional Transportation Planning Agency (RTPA) for the nine-county San Francisco Bay Area. For more information about MTC, visit the Team

The Budgets and Financial Planning & Analysis Section is responsible for developing and managing the organization's operating and capital budgets, performing financial analysis, forecasting, and scenario planning, grant administration assistance and support, reporting on financial performance, developing and refining financial plans, policies, and procedures, and supporting effective financial management throughout MTC, ABAG, and affiliated entities.

About the Role

Under the general direction of the Section Director, the Assistant Director will lead a team of managers and analysts responsible for preparation and strategic planning and monitoring of operating and capital budgets for multiple legally distinct entities. The Assistant Director will assume a critical role in developing and maintaining budget and grant policies and procedures, modernizing the budget process, and performing complex financial analysis in support of effective financial and grants management of MTC, ABAG, and its affiliated entities.

The Assistant Director will collaborate closely with all Sections within MTC and funding partners. In conjunction with the Section Director, the Assistant Director leads and manages financial budgeting and planning activities, ensuring financial stability and strategic alignment with organizational goals.

Essential Duties & Responsibilities

Specific duties and responsibilities include, but are not limited to, the following:

Budgets

• Lead development and management of operating and capital budgets, ensuring accuracy and alignment with agency priorities, strategic focus, vision, mission, and values.
  
• Monitor expenditures, identify variances, provide insight and recommendations, and work closely with section and project managers to address financial issues.
  
• Lead department budget review meetings.
  
• Conduct variance analysis, identify key performance drivers, and provide explanations, insight, and recommendations for budget deviations.
  
• Manage staff development, monitor performance, and manage deliverables and work plans.
  
• Lead development of staff memos and drafting of resolutions for board and committee approvals.
  
• In coordination with the Chief Financial Officer, budget staff, and internal and external stakeholders, lead development of policies and procedures related to budgeting and grant management, provide training to Sections and program staff, lead process improvement initiatives and contribute to change management activities.
  
• Establish and maintain strong, collaborative relationships with project and program managers and other Sections.
  

Grant Administration

• Review and monitor grants, from grant application to project closeout, including grant compliance, reporting requirements, and financial management.
  
• Assist in the development of grant policies and procedures.
  
• Coordinate grant administration assistance and support activities with other Sections within MTC including financial reporting and operational accounting, Project and Grant Managers, federal, state, and local partners, and other internal and external stakeholders.
  

Financial Planning & Analysis

• Lead development of financial models and forecast to inform short-term and long-term financial plans.
  
• Provide proactive financial insights and recommendations to support decision-making, resource allocation, and performance improvement initiatives.
  
• Lead process improvement initiatives seeking to enhance financial planning and analysis processes, streamline reporting, and automate routine tasks.
  
• Participate in system requirements gathering, implementation, testing, and user training activities related to budgeting, forecasting, and reporting in and outside of the MTC's enterprise planning management system.
  
• Analyze financial data to identify trends and make recommendations for financial optimization.
  

Management

• Lead staff development, monitor performance, and manage deliverables and work plans.
  
• Develop and maintain the Section's work plan.
  
• Support implementation of MTC's Enterprise Resource Planning system.
  
• Assist with responding to federal, state, and local reviews and audits, as well as internal and external annual audits.
  
• Perform other job-related duties as needed or assigned by the Section Director or Section.
  

Qualifications

• Knowledge of GAAP, GASB, and FASB; governmental fund accounting, budgeting, contract administration, and grant management; federal and state grant rules and regulations including 2 CFR Part 200; and ERP systems.
  
• Strong analytical and modeling skills; advanced proficiency in Excel and BI tools; ability to communicate complex financial information clearly.
  
• Experience with ERP systems such as SAP, Oracle, NetSuite, Workday, or similar.
  

Minimum Qualifications

An appropriate combination of education and experience that has provided the required knowledge, skills and abilities is qualifying. A typical way of obtaining the required qualifications is:

• Education: Master's degree in accounting, finance, public or business administration, or a related field, including at least 24 semester-hours in accounting. Transcripts from outside the U.S. must be evaluated for equivalency.
  
• Experience: Five years of increasingly complex accounting work experience, two years of supervisory responsibility for two or more major accounting functions, including the equivalent of two years as an Accounting Supervisor or Senior Financial Analyst for MTC.
  

Preferred Qualifications

• Five years of budgeting, financial planning & analysis, and/or accounting experience with two years of supervisory responsibility over budgeting, grant administration, or FPA functions.
  
• Experience developing budget and grant management policies and procedures.
  
• Experience in financial data analysis, trends, opportunities or risks.
  
• Experience in financial modeling, forecasting, scenario planning, and translating data into actionable insights.
  
• Experience in identifying, assessing, and mitigating financial risks.
  
• Experience reviewing financial statements to assess performance.
  
• Experience with ERP and Budget system implementation.
  
• Experience with federal and state grant management.
  
• Experience working with Boards and Commissions; presenting financial information clearly.
  
• Experience with data visualization tools is a plus.
  

Important Information

Employment Requirements: Successful completion of a background check, professional references and the Employment Eligibility Verification Form I-9.

Disability: Reasonable accommodation available during recruitment; notify HR for interview.

Application Assistance: For technical assistance with online application, contact Applicant Support at , 8:00 AM – 5:00 PM (PST) Mon–Fri, excluding holidays. xhmxlyz

All MTC employees are Disaster Service Workers under California Government Code; employees must complete disaster-related training and be ready to return to work in emergencies.