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 assigne...