GENERAL PURPOSE: Under general direction, acts as administrator for the Agency's budget application including all change management, application upgrades, data integrity, security and reports management. Leads development, production, and maintenance of a wide range of financial reports, ad hoc queries, and data analysis for the Budget Division. Performs a variety of budgetary and financial analysis to support the development, presentation and publishing of the annual budget and long-term capital plan. Interprets data and financial results using a variety of techniques ranging from simple data aggregation and statistical analysis to more complex data mining. Supports the Budget Director and managers in business and decision-making processes.
**THIS JOB POSTING MAY BE USED TO FILL MULTIPLE POSITIONS
ESSENTIAL FUNCTIONS: The following duties ARE NOT intended to serve as a comprehensive list of all duties performed by all employees in this classification, only 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. • Establish requirements, document, test, and train others to ensure reports meet end user requirements for monthly, quarterly and annual operating and project budget, and budget versus actual reports. • Act as the Budget Division's liaison with IT and select vendors for creating new and revising existing reports. • Perform all administrator functions for the Agency's budget application. - Set up user security. - Lead testing for changes to the budget application including software updates, deployment of scripts to fix issues, and changes to reports or other functionality. - Trouble shoot application and data problems, involving others in budget, IT, and vendor, as necessary. - Update and maintain lookups and custom fields in the application setup, as necessary. - Perform quality control for the budget data and application to ensure accuracy and control of budget data. - Perform upload of annual budgets to the Agency's ERP system and project cash flows to the Agency's long-term financial plan. - Maintain all budget application documentation to reflect the current version of the application in use, Agency customizations, and Budget Division processes and procedures. - Perform other procedures as determined necessary by management to maintain the budget application for use by the Agency. • Assist with budget calculations, forecasts, and system entries. • Support the division in preparation of the annual proposed and adopted budget documents. • Oversee requisitions for account setup for use in budgeting. • Perform peer comparison and industry research to evaluate reporting alternatives. • Reconcile differences between budget and accounting based reports to ensure integrity and consistency of financial information. • Assist in the development of data definitions for accounting, budget and financial reporting from a business and technical perspective; incorporates data definitions and standards into work product and ensures compliance with internal standards. • Work with IT and the budget division on the support, implementation or enhancement of reporting tools. • Evaluate processes and procedures in assigned areas, make recommendations and assist in the design and implementation of solutions. Demonstrate continuous effort to improve efficiency and effectiveness. • Serve on assigned Agency committees and collaborate with other departments on possible data and reporting needs. • Provide accurate, timely ad-hoc reports in response to requests for information and data from management, employees and public disclosure requests or to validate, interpret and verify accuracy of system data and reporting. • Provide support to the division's management on other matters as directed; contribute to the divisions goals and objectives; ensure processes, policies and practices are interpreted and applied consistently and effectively; ensure accountability and compliance with all current and applicable state and federal laws, Agency policies and procedures, rules and regulations; and understand and keep abreast of industry trends. • Perform other duties as assigned.
MINIMUM QUALIFICATIONS: Education and Experience: Bachelor's Degree in finance, accounting, economics, business administration, computer science, math, statistics or closely related field. At least four years of experience performing financial analysis, data management and reporting OR an equivalent combination of education and experience.
Required Licenses or Certifications: None
Required Knowledge of: • Budgets: Basic operations, services, and activities of a budget program including development, monitoring, preparing forecasts and variance analysis. • Accounting: General accounting principles and practices, chart of accounts, and financial statements. • Reports: Specification development, report writing and presentation using report writing software tools, such as Advanced Microsoft Excel (Power BI), SQL Report Writer, and Crystal Reports. • Database management: Data technology and design concepts, integrated use of a variety of database and report writing software applications. • Analysis: Principles of financial analysis, cash flow modeling, and cost forecasting. • Automated financial systems: budgeting, financial planning and forecasting, and accounting.
Required Skill in: • Being self-motivated/taking the initiative to learn, gain understanding of how things work and provide value-added improvements or additions. • Applying appropriate research, analysis, judgment, and logic when solving problems and the appropriate communication methods when presenting results. • Analyzing and synthesizing information in a concise manner. • Understanding and interpreting end user requirements with the ability to develop/document business analysis and reporting requirements. • Responding to inquiries clearly and concisely using effective oral and written communication. • Utilizing advanced personal computer software programs affecting assigned work and in compiling and preparing spreadsheets and reports. • Utilizing quality control techniques related to final product completion to ensure accurate results. • Managing multiple tasks, setting objectives/goals, and re-prioritizing work to meet changing deadlines and priorities. • Applying project management techniques and principles. • Analyzing complex financial and policy issues. • Planning and organizing work to meet changing priorities and deadlines; implementing, completing, and reporting on progress, reviews, and results. • Working cooperatively with other departments, Agency officials, vendors, and external agencies.
PHYSICAL DEMANDS/WORK ENVIRONMENT: • Work is performed in a standard office environment. • Subject to standing, walking, bending, reaching, stooping, and lifting of objects up to 25 pounds.
The Agency promotes a safe and healthy work environment and provides appropriate safety and equipment training for all personnel as required.
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.
We are an Equal Opportunity Employer and value workplace diversity. We seek to create an environment and culture that embraces the differences of our employees. You will find an exceptionally diverse group of people at Sound Transit with regard to culture, beliefs, communication styles, and life and work experiences.
All qualified applicants are considered in accordance with applicable laws prohibiting discrimination on the basis of race, religion, color, gender, age, national origin, sexual orientation, physical or mental disability, marital status or veteran status or any another legally protected status.