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Basin Transit Service Transportation District - Finance/Grant Manager

Posted: 7/19/2022
Salary: $73,320- $90,154 yearly
Location: Klamath Falls, OR

 

Basin Transit Service Transportation District

Job Title: Finance/Grant Manager

Department: Administration

Reports To: General Manager

FLSA Status: Exempt

Salary: $73,320- $90,154 yearly

SUMMARY

The Finance/Grant Manager is responsible for the operations and activities of the Finance, Budgeting, Accounting, Auditing, Forecasting, Purchasing, Payroll, Asset Management, Financial Grants and their Administration, Contracts, and all other financial functions of the organization in a manner that supports the Basin Transit Service Transportation District’s vision, mission, and priorities. The position has regular contact with state and federal agencies, local governments, and other stakeholders, and must coordinate work with managers as it relates to accounting, budgeting, and all fiscal functions.

ESSENTIAL FUNCTIONS

Under the direction of the General Manager, the Finance/Grant Manager plans, organizes, supervises, and directs the Finance activities for the efficient operation of our region-wide bus transportation system and performs other work as required. The position has the responsibilities that shall include:

  • Assures financial policies, procedures and internal controls conform to Generally Accepted Accounting Principles (GAAP) and Government Accounting Standards Board (GASB) requirements.
  • Ensure financial compliance with Oregon Transportation Department of Transportation and Federal Transit Administration rules and regulations.
  • Plans, organizes, and manages the financial and fiscal affairs of the District; financial reports and internal audits; performs and supervises accounting activities; monitor agency expenditures; signs orders, certificates and warrants; manages long-term saving and investments and serve as custodian of agency funds; coordinates and provides support to external audits; prepare financial reports to the Board of Directors.
  • Signs checks, wires, and other financial documents.
  • Develop, write, and implement financial and administrative policies and procedures for the District. Prepare resolutions for policies and procedures for approval by the Board of Directors.
  • Lead and manage the annual budget development process working with the General Manager, District managers, and Budget Committee to prepare and present recommendations regarding the annual budget including supplemental budgets as required. Robust hands-on participation in the oversight, preparation, administration, and control of the District’s budget; provide support and assistance managers in the preparation of budgets, including the interpretation of budget policies, and budgetary controls; review internal audit documents and findings to ensure budget controls are implemented in accordance fiscal best practices, District policies, procedure, resolutions, Oregon Budget Law, and any other local, state, or federal laws.
  • Develops and implements policies and procedures for all purchases and procurements. Develops RFP, RFQ and other purchase documents to procure materials and service in compliance with federal, state, and local regulation.
  • Evaluate and advise management on the impact of long-range planning, introduction of new programs/strategic policies and procedures. Analyzes and oversee the investment of local funds. Find and assesses federal, state, and other grant funding opportunities; review and develop financial forecasts and long-range strategic planning models: develop and coordinate funding recommendations, justifications, and alternatives for funding to meet current and future needs.
  • Works with managers to develop applications for federal, state, and other grant funds according to District plans and priorities. Reviews grant agreements, and works with managers and grant agencies to interpret grant agreements for administration and compliance of grant requirements for the District. Develops biennium plans for revenue funds using District staff, transit plans and advisory committees. Develop and implement policy and procedures for documentation contract services and purchases to ensure successful reimbursement grant funds. Monitors compliance of District staff for operations and purchases using grant or plan funds. Prepares and submits compliance documentation for grant reimbursements for state, federal, and other grants. Uses federal, state, and other software programs to submit grant reimbursement requests.
  • Supervise and assign work for finance personal, in accordance with District personnel policies and procedures adopted by the Board of Directors and the collective bargaining contract.
  • Interprets, develops, and reviews contract language in the union contract for daily operations, union negotiations, and letter of agreements for wages, differentials, allowance, health insurance, and other contract articles for financial management of the District. Develops strategies for union negotiations.
  • Advise the General Manager and Operations Manager as to all matters pertaining to the District finances.
  • Prepare/present a variety of reports and correspondence for the General Manager and the Board of Directors. Keep appropriate documentation and records. Act as the Board of Directors records keeper.
  • Provide leadership and strong emotional intelligence to encourage management and employees at all levels of the organization toward continual financial improvement.
  • The position serves as a member of BTS’s management team.
  • Develops and implements internal controls for revenues to insure, proper handling, security, and safeguards.
  • Plan, organize and coordinate information services; determine information service short and long-term needs, evaluate available software.
  • Manage, oversee, process and act as backup for processing all of the following transactions: payroll, accounts payable, revenue and expense, fixed assets, cash, bank reconciliations, and allocations.
  • Manages and Maintains a fixed asset program.
  • Reviews and authorizes the payment of invoices and contracts according to policies and procedures.
  • Ensure best practices and optimal use of technology in all areas of the agency.
  • Performs miscellaneous projects as requested by management.
  • Other duties as needed.

HOURS OF WORK

This position works a minimum of forty (40) hours per week, usually from 8:00am until 5:00pm, Monday through Friday. Actual work times may vary to meet the District needs.

WAGES AND BENEFITS

The wages and benefits are detailed in the Personnel Policies approved by the Board of Directors.

MINIMUM QUALIFICATIONS

A four-year college degree in accounting, finance, or related field is required. A graduate or master’s degree shall be considered desirable.

Desire 3-5 years of progressively responsible in financial management experience, and experience in a public transit agency is highly desirable.

LANGUAGE SKILLS

  • Ability to read and interpret complex documents such as safety rules, Oregon Revised Statutes, Oregon Administrative Rules, and policy and procedure manuals.
  • Ability to write detailed correspondence, reports, policies, procedures, and other documents.
  • Ability to communicate effectively verbally and in writing.
  • Ability to make public presentations

ADMINISTRATION SKILLS

  • Modern business administration, including strong leadership skills, accounting, finance, purchasing, contracting, asset management and insurance.
  • Plan, organize and manage the fiscal and financial affairs of a local, public sector transit system, identify, and analyze administrative problems and implement procedures.
  • Understand Oregon Budget Law, interpret and apply all laws, regulations, policies, procedures, contracts, and budgets.
  • Analyze a wide variety of data and prepare appropriate reports.
  • Analyze situations, identify problems, and recommend solutions.
  • Prepare comprehensive reports and correspondence.
  • Exercise judgment and creativity in making decisions.
  • Establish and maintain effective relationships with others.
  • Work effectively with other District staff.
  • Methods and practices used in administrative investigation, problem resolution and reporting.
  • Proposal and procurement techniques.
  • Policies, regulations, and practices of the conduct of internal and external audits, accounting and investment of public funds.
  • Oregon Department of Transportation and Federal Transit Administration regulations.
  • Experience within the Microsoft environment and business systems such as Word, Excel, PowerPoint, and Outlook.

REASONING ABILITY

  • Ability to solve problems at a high level with minimum direction, and address a variety of everyday variables in situations where there is only limited standardization.
  • Ability to interpret a variety of complex instructions that may be furnished in written, verbal, diagram, schedule, or other form.

CERTIFICATES, LICENSES AND REGISTRATION

  • Must possess, or be able to obtain within 90 days, a valid Oregon Driver’s License, and a good driving record.
  • Licensing as a Certified Public Accountant (CPA) is desired.

PHYSICAL DEMANDS

This description is representative of the demands that must be met by an employee who successfully performs the essential functions of the job.

  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee is regularly required to sit; use hands, fingers, feel, talk, and hear. The employee is frequently required to stand, walk, and reach with hands and arms. The employee is occasionally required to stoop or kneel; lift and/or move up to 25 pounds.
  • Vision abilities required by this job include visual acuity at close range and at a distance.
  • Employee must drive long distances at times to attend meetings, conferences and training in Salem, Bend, and other locations in Oregon. Multiple overnight stays are required.

WORK ENVIRONMENT

This description is representative of the characteristics an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Noise levels in the work environment are low, with some periods of moderate noise, as normal to a typical office environment.
  • Work is normally performed in an office environment with air conditioning and heating.
  • There are no other significant environmental factors.

 

 

TO APPLY:

To apply, please send resumes to:

Katie Solus

ksolus@basintransit.com