Sr. Financial Management Analyst
Washington Metropolitan Area Transit Authority (WMATA), Washington, District of Columbia, United States
Job Description
The Washington Metropolitan Area Transit Authority (WMATA) Office of the Treasurer is seeking an experienced, highly motivated Senior Financial Management Analyst. The ideal candidate will leverage budget expertise, audit and corrective action plans, financial analysis and reporting, project management, and leadership acumen to manage regional revenue programs using Generally Accepted Accounting Principles (GAAP). Activities include, but are not limited to, developing financial and statistical metrics, reconciliation, data analytics and visualization, jurisdictional revenue allocation, and preparation of detailed business cases to drive improvements and support senior staff initiatives.
A Bachelor's degree in Business Administration, Finance, Accounting, or a related field is required. Extensive training or certification in Project Management, Enterprise Resource Planning (ERP) systems, financials, Oracle, Power BI, and Cognos is desired. A minimum of eight (8) years of experience in development, presentation, administration, measurement, communication, and execution of financial information is required.
Minimum Qualifications
Education
Bachelor's degree in Business Administration, Finance, Accounting, or a related field
Experience
A minimum of eight (8) years of experience in the development, administration, measurement, communication, and execution of financial information, including at least six (6) years of experience using automated accounting systems in a governmental or commercial accounting environment
Experience in financial reporting, analysis, and the development and presentation of financial information
Experience in US GAAP as applicable to governmental entities
Certification / Licensure
N/A
Preferred
Experience
Expertise with PeopleSoft Financials, Oracle, and Cognos
Experience with the preparation of an annual CAFR
Certification
Continuous improvement training such as Six Sigma, Lean Six Sigma, and demonstrable project management experience
Training and certification as a Project Management Professional (PMP)
Medical Group Satisfactorily complete the medical examination for this position, if required. The incumbent must be able to perform the essential functions of this position either with or without reasonable accommodations.
Job Summary The Senior Financial Management Analyst-Accounting facilitates a defined course of action for financial projects, interprets complex US GAAP and applies standards applicable to financial statements and audit reports. The incumbent reviews, analyzes, and develops recommendations to support actions, policies, and management decisions pertaining to complex budget or accounting and auditing issues. The Analyst develops alternative methods to operational strategies that benefit the Authority, implements remediation activities to address audit findings, and formulates communications, procedures, and guidelines.
Essential Functions
Ensure, in accordance with US GAAP on a periodic, monthly, quarterly, annual, ad-hoc, and multi-year basis, proper accounting and financial reporting of financial transactions. Coordinate and maintain consistent treatment of financial information that affects the Authority's financial statements.
Work directly with external independent financial statement auditors and assist with the preparation of the annual Comprehensive Annual Financial Report (CAFR) and related disclosures.
Coordinate, direct, execute, and provide guidance to other professional staff in the development and implementation of financial reports, including budget variance, capital program activity, reimbursable projects, National Transit Database (NTD), interim financial statements, and other management reports. Prepare summary and detailed reports, maintain supporting documentation, perform financial analysis, and develop presentation materials.
Accurately account for and report on the Authority's trust fund and dedicated funding activities. Maintain liaison with Authority officers and senior management, as well as senior staff and auditors of federal, state, and local jurisdictional agencies.
Collaborate with Office of Management and Budget Services (OMBS) and other Accounting personnel to design and execute processes, systems, and tools for accurate and timely business and financial analyses and forecasts.
Develop and produce meaningful automated performance metrics to measure program delivery and report on program success and improvement opportunities.
Support the preparation of Accounting's Business Plans and other multi-year planning documents. Monitor, evaluate, and report on the implementation of the Authority's Business Plan in collaboration with OMBS and departmental staff.
Provide input and support the development of oral, written, and visual presentation materials for management, audits, Board Committees, and other audiences.
Effectively develop and implement corrective actions from internal audits, Office of the Inspector General (OIG) reports, external financial statement audits, Single Audits, and other compliance audits of federal grant programs.
Work with OMBS to develop statistical models for evaluating the financial impact of internal and external variables on initiatives, strategies, risks, and the financial health of the Authority; recommend alternatives and options for management consideration.
Ensure accuracy of transactions between processes and systems, promptly resolve differences identified through reconciliations, and facilitate correcting adjustments when necessary.
Develop, coordinate, and oversee the publishing of periodic and ad-hoc custom reports for distribution throughout the Authority.
Lead financial research and statistical analysis work, review work, train, and provide guidance to lower-level staff.
Identify breaks in controls or inefficient processes, propose solutions to management, and work to resolve them.
Lead project management teams in planning, developing, organizing, coordinating, and monitoring efforts to meet office objectives; establish project timelines, ensure effective utilization of resources, and provide periodic status reports.
Evaluation Criteria Consideration will be given to applicants whose resumes demonstrate the required education and experience. Applicants should include all relevant education and work experience. Evaluation criteria may include one or more of the following:
Skills and/or behavioral assessment
Personal interview
Verification of education and experience (including certifications and licenses)
Criminal background check (a criminal conviction is not an automatic bar to employment)
Medical examination including a drug and alcohol screening (for safety-sensitive positions)
Review of a current motor vehicle report
Closing WMATA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, status as a protected veteran, or any other status protected by applicable federal law.
This posting is an announcement of a vacant position under recruitment. It is not intended to replace the official job description. Job descriptions are available upon confirmation of an interview.
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The Washington Metropolitan Area Transit Authority (WMATA) Office of the Treasurer is seeking an experienced, highly motivated Senior Financial Management Analyst. The ideal candidate will leverage budget expertise, audit and corrective action plans, financial analysis and reporting, project management, and leadership acumen to manage regional revenue programs using Generally Accepted Accounting Principles (GAAP). Activities include, but are not limited to, developing financial and statistical metrics, reconciliation, data analytics and visualization, jurisdictional revenue allocation, and preparation of detailed business cases to drive improvements and support senior staff initiatives.
A Bachelor's degree in Business Administration, Finance, Accounting, or a related field is required. Extensive training or certification in Project Management, Enterprise Resource Planning (ERP) systems, financials, Oracle, Power BI, and Cognos is desired. A minimum of eight (8) years of experience in development, presentation, administration, measurement, communication, and execution of financial information is required.
Minimum Qualifications
Education
Bachelor's degree in Business Administration, Finance, Accounting, or a related field
Experience
A minimum of eight (8) years of experience in the development, administration, measurement, communication, and execution of financial information, including at least six (6) years of experience using automated accounting systems in a governmental or commercial accounting environment
Experience in financial reporting, analysis, and the development and presentation of financial information
Experience in US GAAP as applicable to governmental entities
Certification / Licensure
N/A
Preferred
Experience
Expertise with PeopleSoft Financials, Oracle, and Cognos
Experience with the preparation of an annual CAFR
Certification
Continuous improvement training such as Six Sigma, Lean Six Sigma, and demonstrable project management experience
Training and certification as a Project Management Professional (PMP)
Medical Group Satisfactorily complete the medical examination for this position, if required. The incumbent must be able to perform the essential functions of this position either with or without reasonable accommodations.
Job Summary The Senior Financial Management Analyst-Accounting facilitates a defined course of action for financial projects, interprets complex US GAAP and applies standards applicable to financial statements and audit reports. The incumbent reviews, analyzes, and develops recommendations to support actions, policies, and management decisions pertaining to complex budget or accounting and auditing issues. The Analyst develops alternative methods to operational strategies that benefit the Authority, implements remediation activities to address audit findings, and formulates communications, procedures, and guidelines.
Essential Functions
Ensure, in accordance with US GAAP on a periodic, monthly, quarterly, annual, ad-hoc, and multi-year basis, proper accounting and financial reporting of financial transactions. Coordinate and maintain consistent treatment of financial information that affects the Authority's financial statements.
Work directly with external independent financial statement auditors and assist with the preparation of the annual Comprehensive Annual Financial Report (CAFR) and related disclosures.
Coordinate, direct, execute, and provide guidance to other professional staff in the development and implementation of financial reports, including budget variance, capital program activity, reimbursable projects, National Transit Database (NTD), interim financial statements, and other management reports. Prepare summary and detailed reports, maintain supporting documentation, perform financial analysis, and develop presentation materials.
Accurately account for and report on the Authority's trust fund and dedicated funding activities. Maintain liaison with Authority officers and senior management, as well as senior staff and auditors of federal, state, and local jurisdictional agencies.
Collaborate with Office of Management and Budget Services (OMBS) and other Accounting personnel to design and execute processes, systems, and tools for accurate and timely business and financial analyses and forecasts.
Develop and produce meaningful automated performance metrics to measure program delivery and report on program success and improvement opportunities.
Support the preparation of Accounting's Business Plans and other multi-year planning documents. Monitor, evaluate, and report on the implementation of the Authority's Business Plan in collaboration with OMBS and departmental staff.
Provide input and support the development of oral, written, and visual presentation materials for management, audits, Board Committees, and other audiences.
Effectively develop and implement corrective actions from internal audits, Office of the Inspector General (OIG) reports, external financial statement audits, Single Audits, and other compliance audits of federal grant programs.
Work with OMBS to develop statistical models for evaluating the financial impact of internal and external variables on initiatives, strategies, risks, and the financial health of the Authority; recommend alternatives and options for management consideration.
Ensure accuracy of transactions between processes and systems, promptly resolve differences identified through reconciliations, and facilitate correcting adjustments when necessary.
Develop, coordinate, and oversee the publishing of periodic and ad-hoc custom reports for distribution throughout the Authority.
Lead financial research and statistical analysis work, review work, train, and provide guidance to lower-level staff.
Identify breaks in controls or inefficient processes, propose solutions to management, and work to resolve them.
Lead project management teams in planning, developing, organizing, coordinating, and monitoring efforts to meet office objectives; establish project timelines, ensure effective utilization of resources, and provide periodic status reports.
Evaluation Criteria Consideration will be given to applicants whose resumes demonstrate the required education and experience. Applicants should include all relevant education and work experience. Evaluation criteria may include one or more of the following:
Skills and/or behavioral assessment
Personal interview
Verification of education and experience (including certifications and licenses)
Criminal background check (a criminal conviction is not an automatic bar to employment)
Medical examination including a drug and alcohol screening (for safety-sensitive positions)
Review of a current motor vehicle report
Closing WMATA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, status as a protected veteran, or any other status protected by applicable federal law.
This posting is an announcement of a vacant position under recruitment. It is not intended to replace the official job description. Job descriptions are available upon confirmation of an interview.
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