Senior Financial Analyst-Financial Planning & Analysis

Sound Transit; Seattle (WA); Hybrid; USD 81,000 - 176,000; Full time

Benefits offered by this job

Health benefits including dental and视觉

Retirement plans with employer matches

25 days PTO + holidays

Parental leave 12 weeks

Tuition reimbursement

ORCA transit card

Job summary

Sound Transit is seeking a senior-level Financial Planning & Analysis professional to provide strategic financial support across long-term system planning, budgeting, and modeling. You will act as a senior contributor across FP&A, delivering timely reports and ad hoc analyses to business partners.

The role emphasizes collaboration, multi-year forecasting, and strong Excel and Prophix tooling to drive data-driven decisions in a hybrid office setting in Seattle.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Public Administration, or closely related field.
• Four years of experience in financial planning and analysis, modeling, and developing projections in medium to large orgs.
• Equivalent combination of education and experience accepted.

Responsibilities

• Builds collaborative relationships with assigned departments and divisions within the agency.
• Provides timely, accurate financial reporting and resolves budget issues for assigned divisions.
• Prepares financial data for review meetings and supports budget reports and presentations.
• Develops short- and long-term financial analysis, cash flow modeling, and complex models.
• Keeps current on budget, accounting, and reporting practices related to the analyst role.

Skills

Financial modeling

Excel

Budgeting

Analytical thinking

Forecasting

Communication

Stakeholder management

Project management

Data interpretation

Education

Bachelor’s degree in Finance/Accounting/Economics/Business Administration

Tools

Prophix budgeting software

Job description

Salary range

Salary range is $81k to $176k, with a midpoint of $122k. New hires typically receive between minimum and midpoint, however, we may go slightly higher based on experience, internal equity and market.

Benefits

Sound Transit also offers a competitive benefits package with a wide range of offerings, including:

• Health Benefits: We offer two choices of medical plans, a dental plan, and a vision plan all at no cost for employee coverage; comprehensive benefits for employees and eligible dependents, including a spouse or domestic partner.
• Long-Term Disability and Life Insurance.
• Employee Assistance Program.
• Retirement Plans: 401a – 10% of employee contribution with a 12% match by Sound Transit; 457b – up to IRS maximum (employee only contribution).
• Paid Time Off: Employees accrue 25 days of paid time off annually with increases at four, eight and twelve years of service. Employees at the director level and up accrue additional days. We also observe 12 paid holidays and provide up to 2 paid floating holidays and up to 2 paid volunteer days per year.
• Parental Leave: 12 weeks of parental leave for new parents.
• Pet Insurance.
• ORCA Card: All full-time employees will receive an ORCA card at no cost.
• Tuition Reimbursement: Sound Transit will pay up to $5,000 annually for approved tuition expenses.
• Inclusive Reproductive Health Support Services.
• Compensation Practices: We offer competitive salaries based on market rates and internal equity. In addition to compensation and benefits, you’ll find that we provide work-life balance, opportunities for professional development and recognition from your colleagues.

Positions

This is an opening for two positions - one regular, full-time position and one term-limited position of 3 years.

General Purpose

Under general direction, provides financial planning and analysis services to the Agency’s long-term system planning, budgeting, and financial modeling processes. Participates in development of short-term and long-term forecasts, cost-benefit analysis, and financial analysis on divisional and/or Agency-wide issues. Operates as senior-level contributor across financial planning, analysis, and modeling. Provides highly responsive and complex analysis, strategic thinking, and ad hoc project support to the Financial Planning & Analysis division in Finance. Assists in financial systems implementations as needed to support business partners across the agency.

Essential Functions

The following duties are a representative summary of the primary duties and responsibilities. Incumbent(s) may not be required to perform all duties listed and may be required to perform additional, position-specific duties.

• Builds collaborative relationships with assigned departments and divisions within the agency.
• Provides timely, accurate, and concise financial reporting; identifies and resolves financial and budgetary issues and problems for assigned divisions.
• Prepares financial data to support financial review meetings; assists in the production of other budget and financial related reports or presentations as requested; and responds to requests for information and data for internal and external audiences.
• Develops short-term and long-term financial analysis, cash flow modeling, present/future value analysis, and complex financial models.
• Stays current on Sound Transit budget, accounting, overhead allocation methodologies, reporting systems, related tools, and procedures as it relates to the analyst’s role.
• Develops, tracks, and reports out on division and relevant agency KPIs.
• Develops forecasts, and variance analysis for Budget vs actuals and forecast vs actual.
• Supports the division in preparation of the annual proposed and adopted budget documents.
• Reconciles differences between budget and accounting-based reports to ensure integrity and consistency of financial information.
• Provides leadership and support to the FP&A Division as directed; serves on committees as assigned; prepares and presents reports and other correspondence as necessary; participates in professional group meetings; maintains awareness of emerging trends and developments in assigned areas of focus, and incorporates into work processes as appropriate; ensures policies and practices are interpreted and applied consistently and effectively; ensures accountability and compliance with all current and applicable state and federal laws, Agency policies and procedures, rules and regulations.
• Champions and models Sound Transit's core values and demonstrates values-based behaviors in everyday interactions across the agency.
• Contributes to a culture of diversity, equity and inclusion in alignment with Sound Transit’s Equity & Inclusion Policy.
• It is the responsibility of all employees to follow the Agency safety rules, regulations, and procedures pertaining to their assigned duties and responsibilities, which could include systems, operations, and/or other employees.
• It is the responsibility of all employees to integrate sustainability into everyday business practices.
• Other duties as assigned.

Minimum Qualifications

Education and Experience: Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Public Administration, or closely related field. Four years of experience in the areas of financial planning and analysis, modeling, and developing financial projections in assigned area of a medium to large organization, preferably in transit operation or similar organization; OR an equivalent combination of education and experience.

Required Knowledge And Skills

• Operational characteristics, services, and activities of financial planning and budget and associated fiscal functions.
• Principles and practices used in economic modeling, revenue forecasting, and developing financial projections.
• Principles and practices of financial analysis, cash flow modeling, present/future value analysis, statistics, and economics.
• Principles and practices of program management.
• Project management techniques and principles.
• External and management reporting requirements and report preparation.
• Modern office procedures, methods, and equipment including computers.
• Experience with Microsoft Office 365 products including strong Excel skills.
• Utilizing personal computer software programs affecting assigned work and in compiling and preparing spreadsheets.
• Establishing and maintaining effective working relationships with other department staff, management, vendors, outside agencies, community groups and the general public.
• Interpreting and administering policies and procedures sufficient to administer, discuss, resolve, and explain them to staff and other constituencies.
• Analyzing and providing valued input into complex financial and policy issues.
• Performing the full range of expert-level economic and financial analysis and forecasting.
• Planning and executing multi-year, multi-project financial analyses.
• Managing multiple tasks, setting and meeting objectives/goals, and re-prioritizing as needed.
• Effectively represent the Agency to outside individuals and agencies to accomplish the goals and objectives of the program area.
• Preparing, analyzing, and providing strategic guidance on complex data and numerical computations and comprehensive reports.
• Maintaining confidentiality and communicating with tact and diplomacy.
• Applying advanced project management techniques and principles.

Preferred Qualifications

• Experience with Prophix budgeting software.

Physical Demands / Work Environment

• Work is performed in a hybrid environment with an expectation of working in office a minimum of 3 days per week.
• This position is responsible for managing computer applications, and key typing; may be subject to eye/hand coordination and repetitive motions.
• The Agency promotes a safe and healthy work environment and provides appropriate safety and equipment training for all personnel as required.

Equal Employment Opportunity Employer Statement

Sound Transit is an equal employment opportunity employer. No person is unlawfully excluded from employment action based on race, color, religion, national origin, sex (including gender identity, sexual orientation and pregnancy), age, genetic information, disability, veteran status or other protected class.