Budget and Finance Manager
Under general direction, coordinates and manages the overall SMART budget processes, including the development of policy recommendations, budget preparation instructions, and guidelines; conducts the full range of complex studies and analysis related to budget development, and management; assists the Chief Financial Officer in the development of revenue forecasts, the strategic plan, expenditures plan, and short-range transit plan; provides highly complex and responsible support to the Chief Financial Officer in areas of expertise; and performs related work as required.
This is a management classification that manages the District’s operating, project and capital budgets and oversees day-to-day financial processing, reporting, and record-keeping activities. Responsibilities include performing diverse, specialized, and complex work involving significant accountability and decision-making responsibility. Successful performance of the work requires an extensive professional background as well as skill in coordinating departmental work. This class is distinguished from the Chief Financial Officer in that the latter has overall responsibility for all functions of the Finance Department and for developing, implementing, and interpreting public policy.
Duties and Responsibilities include, but are not limited to the following:
Class specifications are intended to present a descriptive list of the range of duties performed by, and minimum requirements required of, employees in the class. Specifications are not intended to reflect all duties performed within the job. SMART reserves the right to determine amend job responsibilities.
- Plans, organizes, and manages overall programmatic activities in the areas of budgeting, financial management and reporting.
- Selects, trains, motivates, and evaluates assigned personnel; provides or coordinates training, works with employees to correct deficiencies; provides corrective action; recommends discipline to Chief Financial Officer.
- Develops and implements unit goals, objectives, priorities, internal controls, policies, and procedures, and communicates to employees; coordinates work schedules to ensure coverage and deadlines are met.
- Recommends, implements, and monitors improvements to service delivery methods and procedures; creates, establishes, revises, and maintains written procedures and job instructions.
- Manages the development, administration, and oversight of the annual budget for SMART; tracks the adopted budget and prepares periodic budget revisions as needed for submission to the Board of Directors.
- Develops reporting for monitoring expenditures and variances between budgeted and actual expenditures.
- Monitors expenditures, revenues, budget allocations, and contracts to determine project financial status; verifies availability of funds; monitors special fund compliance requirements.
- Develops and designs processes, procedures, and tools for analysis of SMART’s budget for use in determination of fund status, trends, projections, contract negotiations, etc.
- Recommends strategy to maintain the fiscal integrity of SMART.
- Assists the CFO in forecasting revenues and preparation of short-term and long-term financial plans such as: the capital plan, strategic plan, expenditure plan, and short-range transit plan.
- Monitors capital and project budgets for timely expenditure of funds, reporting, and compliance with federal and state requirements.
- Manages grant processes including but not limited to: grant compliance, tracking, quarterly reporting and billings for both federal and state grants.
- Assists in the development, implementation, and maintenance of SMART’s asset management plan.
- Develops and standardizes procedures and methods to improve and continuously monitor the efficiency and effectiveness of assigned programs, service delivery methods, and procedures; assesses and monitors workload, administrative and support systems, and internal reporting relationships; identifies opportunities for improvement and makes recommendations to the CFO.
- Participates in the development, revision, and maintenance of policy and procedure manuals governing fiscal matters; monitors financial procedures of all departments; ensures that necessary corrective actions are taken.
- Interprets and provides information to all departments regarding financial policies and procedures.
- Provides highly complex staff assistance to the Chief Financial Officer; develops and reviews staff reports, and other necessary correspondence related to assigned activities and services;
- Conducts a variety of organizational studies, investigations, and operational studies; recommends modifications to assigned programs, policies, and procedures, as appropriate.
- Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of public agency finance and accounting; researches emerging products and enhancements and their applicability to organizational needs.
- Monitors changes in regulations and technology that may affect assigned functions and operations; implements policy and procedural changes after approval.
- Receives, investigates, and responds to difficult and sensitive problems and complaints in a professional manner; identifies and reports findings and takes necessary corrective action.
- Performs other duties as assigned.
Qualifications, Skills, Knowledge, and Abilities
Education and Experience:
Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be:
- Equivalent to graduation from an accredited four-year college or university with major course work in accounting, finance, business or public administration or a related field, and
- Four (4) years of management, budgetary and/or accounting experience in a public and/or government agency.
- Experience in a public sector setting and transit agency desirable.
- At least one year of experience in a lead or supervisory role preferred.
- Administrative principles and practices, including goal setting, program development, implementation, and evaluation, and project management.
- Principles and practices of public agency finance, including general and governmental accounting, auditing, and reporting functions.
- Principles and practices of public agency budget development and administration and sound financial management policies and procedures.
- Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures.
- Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to municipal financial operations.
- Organization and management practices as applied to the development, analysis, and evaluation of programs and operational needs of the assigned division.
- Recent and on-going developments, current literature, and sources of information related to the operations of the assigned division.
- Record-keeping principles and procedures.
- Modern office practices, methods, and computer equipment and applications related to the work.
- English usage, grammar, spelling, vocabulary, and punctuation.
- Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and District staff.
- Recommend and implement goals, objectives, and practices for providing effective and efficient services.
- Manage and monitor complex projects, on-time and within budget.
- Plan, organize, assign, review, and evaluate the work of staff; train staff in work procedures.
- Interpret, apply, explain, and ensure compliance with Federal, State, and local policies, procedures, laws, and regulations.
- Evaluate and develop improvements in operations, procedures, policies, or methods.
- Prepare clear and concise reports, correspondence, policies, procedures, and other written materials.
- Analyze, interpret, summarize, and present technical information and data in an effective manner.
- Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports.
- Effectively represent the department and the District in meetings with governmental agencies, community groups, and various businesses, professional, and regulatory organizations, and in meetings with individuals.
- Establish and maintain a variety of filing, record-keeping, and tracking systems.
- Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines.
- Operate modern office equipment including computer equipment and specialized software applications programs.
- Use English effectively to communicate in person, over the telephone, and in writing.
- Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
- Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.
- Salary Range: $57.16 - $69.48 per hour.
- There is a 12-month probationary period for this position.
- FLSA Status: Exempt.
- A thorough background check will be required including, but not limited to: current and past employers, personal contacts, education verification. A credit report will be required for positions covered under Labor Code 1024.5. (A complete list of background check documents will be provided upon request).
- A pre-employment physical, including a urinalysis drug screen, will be required.
- Proof of vaccination for COVID-19 required. Exemptions may be requested for medical or religious reasons.
- SMART is a drug-free workplace. All employees will be expected to behave in accordance with this policy.
The Sonoma-Marin Area Rail Transit District is an Equal Opportunity Employer