Under administrative direction, the Senior Financial Analyst performs a full range of complex fiscal activities involving budget, accounting, finance, programming and grant activities for the Napa Valley Transportation Authority (NVTA), including cash management, payroll, and budget administration; prepares financial statements and reports, revenue projections and cost estimates, and fiscal cost/benefit analyses. The incumbent has responsibility for the programming of federal, state and regional transportation funds and securing funds for NVTA capital projects and operation functions. The successful candidate must be able to multi-task, meet deadlines and work independently and as part of a team.
Salary Range: $93,789-$112,775, annually, (pending Board approval), depending on experience
FLSA Exempt: Exempt
Benefits: CalPERS Retirement 2% @ 60 for current members of CalPERS from another agency (or reciprocal agency) or 2% @ 62 for new members. Individual employee participation is mandatory. NVTA does not participate in Social Security.
457 Deferred Compensation Plan (Employer contributes up to a $1000 annual match)
Employer Paid CalPERS Health
Employer Paid Dental and Life insurance
Employer Paid Employee Assistance Program
Twelve to twenty-six (12-26) days of vacation annually based on years of service
Twelve (12) sick days earned per year with unlimited accrual
Eight (8) paid holidays per year
Forty-eight (48) hours of personal leave per year
1. Performs research and analysis leading to the development of new and improved fiscal strategies.
2. Performs complex strategic analyses and financial projections in order to develop long-term financial plans, consistent with the agency’s vision and strategic direction; develops well-defined asset replacement projections and ensures an appropriate connection between service planning and annual budgeting.
3. Analyzes past and projected revenues and expenditures; prepares and justifies operational budgets and budgetary proposals; monitors progress toward fiscal objectives and adjusts plans as necessary to reach them.
4. Prepares the agency’s biennial budget; allocates resources to accounts and sub-accounts; continually tracks budget status and maintains current budgetary records; monitors revenues and expenditures; and analyzes budget-to-actual variances.
5. Prepares and presents finance-related agenda reports, analyses and recommendations to the Executive Director and Board of Directors; researches issues as requested.
6. Forecasts transportation project costs and revenues; identifies, secures, and reports on available project and capital funding; performs complex strategic analyses and projections in order to develop short and long term funding plans that are consistent with the agency’s vision and strategic direction; develops well-defined asset replacement projections and ensures an appropriate connection between service planning and project budgeting.
7. Develops grants, contracts, memorandums, and correspondence prepared by the agency; ensures grant compliance.
8. Assists with developing strategic plans, goals and objectives related to NVTA and NVTA funding growth and development; performs research and analysis leading to the development of new and improved funding strategies.
9. Implements various funding policies, systems and procedures to meet the goals, objectives, policies, and priorities of the agency; develops and maintains a system for tracking the regional programs and projects; ensures that all reporting requirements are met.
10. Prepares financial information for the education of policy makers, staff and general public; interprets and explains the objectives, policies and procedures pertaining to resource planning and development to community organizations, governmental agencies, staff, and the public.
11. Represents the NVTA and its member agencies on various matters and issues as assigned; serves as a liaison to various county and city staff as well as state and federal agencies; represents the NVTA Board and Executive Director at federal, state, regional (e.g., MTC, ABAG, or BAAQMD), and local meetings and functions as assigned.
12. Reviews assigned programs and methods and recommends changes as needed; implements policies and procedures, internal controls, and various systems to improve operational efficiency and effectiveness, and ensure organizational compliance with applicable policies, procedures, laws, and regulations.
13. Develops funding plans and strategies for capital projects and operations.
14. Performs special studies and projects.
15. Performs related duties as assigned.
To qualify for this position, an individual must possess a combination of experience, education, and/or training that would likely produce the knowledge and abilities required to perform the work. A desirable combination of qualifications is described as follows:
Education: Equivalent to a bachelor’s degree from an accredited four year college or university with business administration, finance, or public administration.
Experience: Experience as professional financial analyst demonstrating knowledge and abilities listed below. Two years of public sector experience preferred.
REQUIRED KNOWLEDGE AND ABILITIES
Principles and practices of public finance, fiscal management, including accounting, budget preparation, program analysis, and revenue forecasting.
Economic analysis; statistical and research methods.
Internal controls appropriate for a public agency setting.
Transportation funding processes and procedures.
Applicable federal, state and local laws and regulations pertaining to the financial operations of a public agency.
Computerized accounting and electronic data processing procedures and methods, and equipment.
General office procedures and administration; contracts administration and procurement.
Microsoft Office Suite.
Statistical software, such as SPSS or equivalent.
Analyze and interpret financial statements and accounting records and reports.
Analyze and prepare budgets and schedules.
Prepare accounting and auditing reports, financial statements, and financial summaries; review complex and specialized accounting information and reports.
Develop and maintain accounting and control procedures.
Analyze and perform financial studies.
Develop, evaluate, and monitor budgets, and allocate and balance resources using staff and consulting services;
Effectively represent NVTA before the Board of Directors, city councils, and other Federal, State, local, and regional agencies, boards, and commissions and before local citizens in public meetings and hearings;
Communicate effectively both orally and in writing.
Prepare and present clear and concise correspondence, reports, and recommendations.
Establish and maintain cooperative working relationships with staff, other departments and agencies, the private sector, and the public.
While performing this job, the employee is regularly required to walk; sit; use hands to handle objects; operate keyboards, tools, or controls; and make condition assessments. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Able to lift 20 pounds, and handle office equipment.
Possession of a valid California driver’s license is required.
All applications will be reviewed for minimum qualifications and only the best qualified will be invited to continue in the selection process. The selection process will consist of a practical/simulation exam (pass/fail), an oral interview, and a departmental interview. Tentative Schedule – Practical Exam and Oral Board – Week of February 3, 2020.
It is important that your application show all the relevant education and experience you possess. Résumés submitted in lieu of an application will not be accepted. Applications will be rejected if incomplete.
If you believe you may need accommodations during the testing process, please contact Human Resources at (707) 259-8631. Requests for accommodations must be received within five (5) calendar days of the final filing date for the recruitment.