MANAGER, FINANCE (FINANCIAL PLANNING)

Metro’s mission is to provide a world-class transportation system that enhances the quality of life for all who live, work, and play within LA County.

Description

Manages and coordinates financial activities for Metro in the areas of accounting, treasury operations, employee benefits, budgeting, risk management, finance, and labor economics. This position will report to the Countywide Planning and Development office. This position will develop funding plans, forecast revenues, and identify funding strategies that include the use of state and federal grants as well as debt financing. Responsibilities include financial analysis, Excel modeling, reconciliation with budget and accounting data, preparation of written reports and presentations, and programming funds for major projects and funding programs.

Recruitment Timeline: Interviews are projected to be scheduled for the week of June 23, 2025 . These dates are subject to change. We encourage you to monitor your governmentjobs.com profile and emails for the latest updates.

Examples of Duties

• Participates in the production, audit, and analysis of Metro's annual financial statements and annual budget

• Utilizes technology to coordinate and assemble all data provided by agency departments resulting in management reports and agency-wide budget documents

• Provides research, analysis, and problem resolution to executive management

• Assists in the budgeting, allocation, and analysis of benefits, insurance, allocated overhead, and pension plans; recommends changes

• Conducts studies of the more complex financial system operations, including the development of forecast models for estimating salary and benefit changes and budgetary impacts

• Assists in the analysis and recommendation of methods for the budgeting of workers' compensation, casualty and liability, and property risks

• Serves as project manager in various ad hoc research studies, such as designing management financial reports, evaluating the impact of capital programs, and other projects

• Utilizes technology to prepare monthly reports to Metro's Board of Directors regarding activities in Finance and Budget

• Administers Pension, Other Post-Employment Benefits (OPEB), Health & Welfare Trust and Operating portfolios to ensure compliance with their individual investment policies, California Government Code, and Metro guidelines.
  

• Supervises, train, mentors, and motivates assigned staff

• Communicates and implements safety rules, policies, process, and procedures in support of the agency's safety vision and goals; and maintains accountability for the safety performance of all assigned employees

• Contributes to ensuring that the Equal Employment Opportunity (EEO) policies and programs of Metro are carried out
  
  May be required to perform other related job duties
  

Minimum Qualifications

A combination of education and/or experience that provides the required knowledge, skills, and abilities to perform the essential functions of the position. Additional experience, as outlined below, may be substituted for required education on a year-for-year basis. A typical combination includes:

Education

• Bachelor's Degree in Business Administration or in a technical financial discipline, such as Accounting, Finance, or Economics; Master's Degree in a related field preferred
  

Experience

• Six years of relevant experience or three years of relevant supervisory-level experience in the area of finance
  

Certifications/Licenses/Special Requirements

• A valid California Class C Driver License or the ability to utilize an alternative method of transportation when needed to carry out job-related essential functions
  
• Professional certifications such as CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst) preferred
  

Preferred Qualifications

Preferred

Qualifications (PQs) are used to identify relevant knowledge, skills, and

abilities (KSAs) as determined by business necessity. These criteria are

considered preferred qualifications and are not intended to serve as minimum

requirements for the position. PQs will help support selection decisions

throughout the recruitment. In addition, applicants who possess these PQs will

not automatically be selected.

The following are

the preferred qualifications:

• Experience securing local, state, and federal transportation funding, including grants
• Experience managing and preparing capital project budgets, developing funding plans and strategies, and forecasting revenue and cost projections related to public infrastructure
• Experience applying debt financing or other forms of borrowing to fund capital projects
• Experience interpreting budget data and working with accounting to accurately produce complex financial calculations on Excel

Essential Knowledge

Knowledge of (defined as a learned body of information that is required for and applied in the performance of job tasks)

• Theories, principles, and practices of accounting, finance, business administration, banking, economics, modeling, and investment management
  
• Theories, principles, and practices of transportation, planning, and public finance
  
• Applicable local, state, and federal laws, rules, and regulations governing investment options and pension and benefits administration
  
• Federal and state regulations governing financial institutions
  
• Financial analysis, research procedures, and document retention
  
• Modern management theory
  

Skill in (defined as the proficient manual, verbal, or mental utilization of data, people, or things)

• Managing and performing analytical work in financial management
  
• Creating economic models
  
• Critical thinking
  
• Determining strategies to achieve goals
  
• Analyzing situations, identifying problems, and developing and recommending solutions
  
• Exercising sound judgment and creativity in making decisions and recommendations
  
• Communicating effectively orally and in writing
  
• Preparing complex, comprehensive reports and correspondence
  
• Interacting professionally with Metro's Board of Directors and their respective staffs, Metro executive staff, various levels of Metro employees, elected officials, union, and outside representatives
  
• Supervising, training, mentoring, and motivating assigned staff
  

Ability to (defined as a present competence to perform an observable behavior or produce an observable result)

• Compile, analyze, and interpret highly complex data
  
• Handle highly confidential material
  
• Communicate complex issues which are critical to achieving Metro's goals and objectives
  
• Establish and maintain business relationships with executive level staff
  
• Understand interpret, and apply Metro policies, rules, regulations, contracts, budgets, and labor agreements
  
• Read, write, speak, and understand English
  

Special Conditions

The physical demands described are representative of those that must be met by the employee to successfully perform the essential functions of this job. Metro provides reasonable accommodation to enable individuals with disabilities to perform the essential functions.

Working Conditions

• Typical office situation
  
• Close exposure to computer monitors and video screen
  

Physical Effort Required

• Sitting at a desk or table
  
• Operate a telephone or other telecommunications device and communicate through the medium
  
• Type and use a keyboard and mouse to perform necessary computer-based functions
  
• Communicating through speech in the English language required
  

(RW)

Metro is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, ancestry, national origin, gender, marital status, sexual orientation, religion, age, veteran status, or disability. Learn more about Metro’s Equal Employment Opportunity Program . Metro does not deny participation in the application process to anyone with prior justice system involvement, in line with Fair Chance hiring practices.

Selection Procedure

Applicants who best meet job-related qualifications will be invited to participate in the examination process that may consist of any combination of written, performance, or oral appraisal to further evaluate job-related experience, knowledge, skills and abilities.

Application Procedure

To apply, visit Metro's website at www.metro.net and complete an online Employment Application.

Computers are available to complete online Employment Applications at the following Metro location:

METRO Headquarters, Employment Office
One Gateway Plaza
Los Angeles, CA 90012

Telephone: (213) 922-6217 or persons with hearing or speech impairments can use California Relay Service 711 to contact Metro.

All completed online Employment Applications must be received by 5:00 p.m. on the closing date. Late applications will not be considered.

*Open to the public and all Metro employees

This job bulletin is not to be construed as an exhaustive list of duties, responsibilities, or requirements. Employees may be required to perform other related job duties.

*Please refer to the applicable benefit type (Regular or Temporary)*

BENEFITS FOR REGULAR EMPLOYEES

Benefits cover probationary or regular full-time (working at least 40 hrs/week) employees of Metro.

We offer a range of high-quality medical, dental and vision plan options as well as health care spending accounts for you and your family. Metro will cover a significant portion of your health care premiums.

Medical/Dental/Vision Plan- Employee has the choice of 3 separate medical plans and 3 dental plans. A separate vision plan is included in each medical plan.

Group Life Insurance- PTSC pays for an amount equal to your annual salary, rounded up to the nearest $1,000. Minimum amount of life insurance is $30,000.

Accidental Death & Dismemberment Insurance- PTSC provides $50,000 coverage for each employee. Additional voluntary coverage in amounts up to $500,000 is available at favorable premium rates.

Long-Term Disability Insurance- 100% employer paid. Provides employees with a minimum income of 60% of earnings after six months of disability. Buy up or buy down options available.

Holidays- 12 days a year: New Year's Day, Martin Luther King, Jr. Day, Presidents' Day, Memorial Day, Independence Day, Labor Day, Veterans' Day, Cesar E Chavez, Juneteenth,Thanksgiving Day, Day After Thanksgiving, and Christmas Day.

Time off with Pay (TOWP)- Compensates employees who are on approved absence from work for reasons such as illness, injury, medical and dental appointments, personal business, vacation, or observance of (a) religious holiday.
Years of Service Annual Accrual
Hire date - 5 years20 days
Beginning of 6th - 10th year25 days
Beginning of 11th - 15th year30 days
Beginning of 16th + years35 days

Pension Plan- PTSC retirement plan is the Public Employees' Retirement System (PERS). Vesting is five (5) years. Minimum retirement age is 52, based on the 2% at 62 formula.

Other Benefits: Transportation passes for employees and/or eligible dependents; Medicare; Tuition reimbursement; credit union membership; SDI; Deferred Compensation Plan; 401(K) Thrift plan; EAP; Medical and Dependent Care Flexible Spending Accounts; Flexible work schedules; and Jury Duty Pay.

BENEFITS FOR TEMPORARY EMPLOYEES

Temporary (Contingent) employees are eligible for the following benefits only:

• Kaiser medical insurance
• Public Pension Plan
• 457/401K Plan
• Flex Spending
• Paid Sick Time
• Fare Media
• Rideshare Subsidies
• Metro One Fitness membership

For more information on the Benefits Enrollment for Contingent Employees, please visit LA Metro’s Pension & Benefits website at www.benefits.metro.net .

Closing Date/Time: 6/11/2025 5:00 PM Pacific

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• Los Angeles County Metropolitan Transportation Authority - LA Metro

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