General Summary

Under general direction, individuals assigned to this position are responsible for all finance and accounting functions within the District. This includes supervision of the District's budget process and assisting with the long-range financial plan; varied and complex technical accounting, analysis, and budgeting for the District's operations; preparation of analytical narrative, ensuring financial compliance, oversees annual audit, statistical and accounting reports; forecasting cash flow and managing investments for the District; supervision of accounting personnel; performance standards and reporting; and assistance with strategic financial management. The individual assigned to this position also serves as the District's designated Budget Officer.

Essential Duties & Responsibilities

The intent of this job description is to provide a representative summary of the major duties and responsibilities performed by employees in this job. Employees may be requested to perform job-related tasks other than those specifically presented in this description.

• Develops and implements District and Finance Division financial policies and procedures
• Prepares and administers the District's budget in compliance with Oregon Local Budget Law
• Assists in preparation and monitoring of the District's Capital Improvements Plan
• Assists in preparation and monitoring of the District's long-range financial plan
• Prepares and monitors the Finance Division's operating budget
• Oversees annual audits
• Presents financial data to a variety of audiences including District staff, the Board of Directors and its committees (e.g. Budget, Finance) and to the general public
• Prepares or directs the preparation of monthly financial statements and statistical reports
• Administers federal, state and local grants ensuring compliance with Federal Transit Administration (the District's cognizant agency) or other grantor's policies
• Ensures the reliability of the District's financial and budgetary systems
• Collaborates with other departments to provide financial expertise for projects and other initiatives
• Advises management representatives during the collective bargaining process or may serve on the bargaining team
• Maintains effective working relationships with numerous District partners and vendors such as federal and state agencies, local municipalities, banks, auditors, actuaries, etc.
• Manages debt financing and investments
• Oversees the agency's Finance department including: financial performance, including development, long-term financial planning and reporting, pensions, accounting, the Board Finance Committee, and strategic recommendations
• Ensures the agency's financial performance is transparent, communicated in an easily interpreted manner, and stakeholders are well-informed
• Advises the Chief Financial Officer and the Chief Executive Officer
• Makes recommendations and presentations to Executive Management staff and Board of Directors

Supervisory Responsibilities

• This position manages and monitors work performance of an organizational unit or key work area including evaluating program/work objectives and effectiveness, establishing broad organizational goals and realigning work and staffing assignments for the department.

Fiscal Responsibility

• This position develops, manages, and reconciles department budget as well as adheres to procurement policies, procedures, and contract compliance.
• This position has significant impact on expense, budgetary, or other financial outcomes for the organization.

Minimum Qualifications

Required Education and Experience

Any equivalent combination of education and experience which provides the knowledge, skills, and abilities required to perform the job. Education and course work can substitute for years of experience. Typical qualifications would be:

Experience:

• Minimum of a Bachelor's degree from an accredited college or university in Accounting, Finance, Business Administration, Public Administration or a similar field
• Certified Public Accountant (CPA)
• Minimum of four (4) years of progressively responsible experience in governmental accounting and finance
• Minimum of three (3) years of supervisory experience

Preferred:

• Master's degree from an accredited college or university in Accounting, Finance, Business Administration, Public Administration or a similar field
• Certified Public Finance Officer (CPFO) or Certified Government Finance Officer (CGFO) designation preferred
• Experience in the transit industry or with Federal Transit Administration preferred

Competencies for Successful Performance of Job Duties

Knowledge of:

• Professional development and leading people
• Policies, guidelines and requirements required by the federal government and for LTD
• Pension plan and actuarial services
• Finances
• Principles and practices of employee supervision
• English grammar, spelling, and punctuation
• Principles and practices of basic bookkeeping
• Modern office procedures, methods and computer equipment

Ability to:

• Meet schedules and deadlines of the work
• Maintain the confidentiality of information and professional boundaries
• Present key business and financial matters to those without a finance background
• Interact directly and independently with LTD's senior management as well as senior management of external organizations and government officials
• Disseminate information, evaluate facts, determine alternative solutions to problems, and reach sound management and business decisions
• Communicate effectively, both orally and in writing

Position Type and Expected Hours of Work

• Will sometimes be required to work and/or attend meetings or events in public and at all LTD locations.
• Monday through Friday 8am until 5pm
• Occasional abnormal hours are expected and required for specific events and to reach all employees.

Travel

• Travel within the metropolitan area is required.
• Occasional travel outside of the region may be required.

Working Conditions & Physical Demands

• May work in a normal office environment and/or remote office as approved.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Human Collaboration & Job Impact

• Communications and discussions result in decisions regarding policy development and implementation. Interaction with others outside the organization requires exercising participative management skills that support team efforts and quality processes. The impact the job has on LTD is significant in terms of time, money, or public/employee relations.

EEO Statement

• LTD is an equal opportunity employer.