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Charlotte Area Transit System · 1 day ago

Budget & Finance Manager

Old City Hall

Full-time

Onsite

Mid, Senior Level

$92K/yr - $115K/yr

3+ years exp

The City of Charlotte is committed to delivering quality public services and promoting the safety and quality of life for all residents. The Budget & Finance Manager will oversee the development and maintenance of operating and capital budgets, perform financial analysis, and ensure compliance with various policies and guidelines.

Transportation/Trucking/Railroad

Responsibilities

Performs direct support to Senior Manager of Budgets & Financial Management to ensure financial systems reports and information are verified and financial transactions are accurately reported for inclusion in various financial reports

Performs budgetary, financial, and analytical tasks of high complexity and scope

Supervises, trains, and works with a team of Senior Budget & Finance Analysts responsible for budget/financial management. Establishes priorities and delegates workload to complete major assignments

Reviews budget requests and conducts a wide variety of studies, analysis, and program reports for Transit

Provides extensive input in coordinating development of quality operating and capital annual budgets for presentation to MTC and City, including grant funds budgeting for operation projects

Provides direct support to the Senior Manager of Budgets & Financial Management with development and maintenance of annual projections, debt financing projections/administration, long-term financial plans, and needs and cost assessments in compliance with requirements of the Federal Transit Administration, and other specialized projects, e.g. monthly, quarterly, and annual reports to MTC

Ensures CATS’ budget is entered accurately within City’s Budget System and agrees to City’s budget and Adopted MTC’s budget

Develops, analyzes, and completes operating, grant-funded operating, and capital budgets, working with all levels of management in analyzing short and long-term operating and capital requirements

Provides supervision and ensures accuracy on tracking operating expenditures and obligations, reviews adequacy of supporting records and governing accounting procedures for operations in compliance

Supervises compilation of monthly Transit financial reports for Executive Team and Division Managers, providing year-to-date updates on operating expenditures, revenues, grants, transit activities, etc

Reviews and enters budget transfers/amendments for operating and capital accounts

Handles day-to-day management of operating and capital budgets through requisitions, PSRs, purchase order/contract change orders, and journal transfers/entries transactions review, ensuring both budgets and expenditures are recorded to proper accounts

Maintains operating ledger and capital projects through budget adjustments, transfers, journal entries, and accounts set up

Coordinates and works closely with departmental staff to monitor the progression of spending, accruals, and other accounting functions for operating accounts and/or capital projects

Analyzes expense charges from other City of Charlotte departments for propriety and accuracy

Collects, maintains, and analyzes operational data to monitor and ensure CATS’ performance measures are in full compliance with MTC policies, City Finance, and Strategy & Budget standards

Coordinates special projects required by Transit industry in compliance with Federal, State, and Local regulations, such as the FTA Triennial Review, by gathering, maintaining, and analyzing data from multiple reporting systems, coordinating meetings, and following up

Creates and updates PowerPoint presentations for MTC, PTAG, and City Council

Develops, analyzes, and completes operating and capital grant proposals by working with all levels of management in analyzing long and short-term capital and operating requirements

Maintains a five-year Capital Improvement Program (CIP) and is responsible for needs/cost assessments and justifications necessary for CIP development

Develops, controls, maintains, and updates grant registers of programmed budgets, obligations, payments, un-liquidated obligations, un-obligated funds, and available funds for all federal, state, and local grants, including any financing contingent upon future grants

Provides supervision and ensures accuracy on the tracking of grant expenditures and obligations, reviews adequacy of supporting records and governing procedures to account for resources and operations in compliance with grantor requirements

Develops and maintains grants status reports, which provides updates on grant-funded project commitments, obligations, and expenditures

Assists with all aspects of grants administration, including access to technical, legislative, and statutory references

Performs other related duties as assigned

As part of your responsibility to support the CATS Safety Culture, report safety concerns and issues through the various methods established by CATS as outlined in the ASP

Qualification

Budget ManagementFinancial AnalysisGovernmental AccountingGrant ManagementMicrosoft ExcelLeadership SkillsCritical ThinkingCommunication SkillsOrganizational SkillsTime Management

Required

Bachelor's degree in Accounting, Business Administration, Public Administration, or related field

Minimum of five (5) years' experience in various facets of financial management, budget development, and municipal administration or a Master's degree with three (3) years of relevant work experience

Strong critical thinking and strategic analytical skills

Ability to select, coach, supervise, motivate, train, develop, and evaluate the performance of staff

Ability to establish and maintain effective working relationships

Working knowledge of the principles and practices of Governmental Accounting, Federal, State, and Local financial regulations

Demonstrate a high level of sustained accuracy and compliance with written procedures and verbal instructions

Considerable knowledge of budgetary preparation, monitoring, forecasting of expenses and revenues, and analysis

Ability to research and analyze complex financial transactions, draw logical conclusions, make viable recommendations, and develop solutions or alternative practices based on sound logic and data

Strong organizational, time management, and advanced problem-solving skills

Ability to triage competing priorities according to importance and urgency

Ability to make decisions and produce high-quality work independently

Proficiency in Microsoft Office tools (particularly Word and Excel, including knowledge of pivot tables and other Excel functions)

Ability to quickly master City's ERP System and CATS' Systems

Ability to work in a diverse environment, working flexible schedules, days, and hours

Ability to complete work assignments with minimum supervision

Ability to effectively communicate both written and verbally