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.

Plan and coordinate 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.

Prepare and publish technical instructions 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.

Review the status of budget to actual data, conduct analysis, and partner with departments to determine underlying root causes of variances, and develop recovery plans.

Coordinate, work on and oversee 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.

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

Perform other duties as assigned.

Supervise professional staff including the Financial Data Analyst. Provide 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.

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

Skilled in:
Must have analytic, management and…