Financial Analyst, Tower Budget Planning & Administration

Critical Key Requirements

• Minimum of 5 Years experience in Finance & Budget Planning oversight activities
• Demonstrated experience in Budget planning & Oversight activities and managing a full budget plan
• Strong knowledge of Peoplesoft FSCM (Financial Oversight) capabilities & reporting
• Bachelor’s degree in finance, Accounting and/or a related field.
• Strong analytical and problem-solving skills
• Experience in Peoplesoft Application FSCM - Financial Reporting

• Create new budget requisitions for the Department
• Reconcile and receive all vendor invoices for payment and provide forecasting and financial planning analysis
• Responsible for supporting finance and administrative matters, such as working with Business Service Center accounts payable for processing all vendor invoices, creating and managing all requisitions, managing budgets, funding, new needs requests, cost control, and accounting
• Perform clean up exercises to improve the assignment of general ledger codes for non-labor expenditures, across People responsibility centers (example: remove duplication of office supplies, travel, outside training category expenses & accounts across various R/C’s, consolidate budget account across People Tower.
• Oversees & supports all DCAS related accounts receivable and payables. Review and reconcile expense chargebacks to Client
• Manage the Client Employee Activity Fund Account
• Oversee & support the implementation and administration of HR's internal financial procedures to ensure quality control in accordance with Transit-wide policies and procedures.
• Credit Receipts:
  Assigns account information to receipts, advises the Controller’s Office to deposit them and tracks the deposits.
• Employees Pass Coordination:
  Processes lost pass application for replacement and handles quarterly pass distribution.
• Work to remove & close all HR related People Tower Purchase Orders that are Non-Value Added to the business
• Distribute Monthly KPI Reporting to all Deputy Chiefs & Chief People Officer on their yearly budget allocation & planning
• Balance & reconcile the People Tower Non-Labor Budget to spend all plan funding in 2025
• Provide Deputy Chiefs monthly budget non-labor budget plan & expense reports to enable them assess their units' financial performance RISKS (required by Client Risk Management)
• Describe the type of work consultant:
  Desk work only

• Bachelor’s degree in finance, Accounting and a related field.
• Demonstrated experience in Budget planning & Oversight activities and managing a full budget plan
• Strong knowledge of Peoplesoft FSCM (Financial Oversight) capabilities & reporting
• Strong knowledge of Client financial requisition & procurement processes
• Excellent analytical skills with the ability to dissect large amounts of data.
• Strong communication skills and the ability to effectively convey complex information.
• Experience in the public sector industry
• Working extensive knowledge of budget management and financial reporting.
• Good communication skills to translate business requirements into Dashboards and Reporting
• Proficient in MS Office applications such as Word, Excel, Visio, PowerPoint, Project, Power BI
• Excellent oral, written and presentation communication skill in relating technical information to non-technical personnel.
• Strong analytical and problem-solving skills
• Ability to effectively prioritize and execute in a high-pressure environment.
• An ability to independently set priorities and meet deadlines in a fast-paced environment, a self-starter.
• Excellent interpersonal skills including the ability to work with individuals at all levels of the organization.