Description

JOB TITLE: Financial Analyst Levels I, II and III
SALARY RANGE: Financial Analyst I - $63,345.00 - $73,902.50
Financial Analyst II - $73,902.50 - $84,460.00
Financial Analyst III - $84,460.00 - $95,017.50

HAY POINTS: 323 / 372 / 451
DEPT/DIV: Consolidated Analysis

SUPERVISOR: Assistant Director Consolidated Analysis

LOCATION: 2 Broadway, New York NY 10004
HOURS OF WORK: 9:00 am - 5:30 pm (7 1/2 hours/day)


This position is eligible for telework which is currently one day per week. New hires are eligible to apply 30 days after their effective date of hire.

SUMMARY:
The Financial Analyst Level I, II, and III provides varying levels of support and analysis dependent on the level, to the Office of Management and Budget and the Chief Financial Officer.

Responsibilities include conducting financial and policy analyses, identifying fiscal issues at both the Agency and MTA Consolidated levels, reviewing Agency operating budget and financial plan submissions and providing changes to ensure cohesive and coordinated MTA-wide financial plans are developed. Monitor monthly Agency financial and operational results to identify deviations from financial plans.

RESPONSIBILITIES:

• Analyze and evaluate comprehensive Agency budget and financial plan proposals, synthesize information and make recommendations for inclusion in Board submissions according to new budget process.
• Produce timely written reports analyzing and explaining monthly variances of Agency operating results (both accrual and cash) for revenues and expenses.
• Work with Agency budget staff in preparing narratives and analysis that support each financial plan or budget update.
• Perform reviews of actual financial and operating results versus the prior years budget and/or forecast.
• Perform special projects and participate as needed on MTA-wide issues that require budgetary or financial expertise.
• Identify, quantify, and explain significant financial risks and opportunities.
• Other duties as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES
Financial Analyst I

• Academic understanding of generally accepted accounting principles.
• Knowledge of budgeting and financial forecasting techniques.
• Knowledge of Microsoft Office (Excel, Word, PowerPoint); macro development and pivot table knowledge are preferred, but not required.
• Knowledge of Oracle Hyperion budgeting system is preferred, but not required.
• Good report writing skills and oral communication skills. Communication and collaboration skills are very important in this role.
• The individual should be comfortable working as part of a group as well as independently.
• Must be able to perform the functions of this position without the need for direct hands-on supervision from the immediate supervisor of this position. It is expected that the individual in this position will take initiative to resolve issues without constant supervision.

Financial Analyst II

• Must possess experience with generally accepted accounting principles.
• Must possess knowledge of budgeting and financial forecasting techniques.
• Must possess knowledge of Microsoft Office (Excel, Word, PowerPoint), macro development and pivot table knowledge preferred.
• Knowledge of Oracle Hyperion budgeting system preferred.
• Must possess outstanding report writing skills and good communication skills.
• Must possess good report writing skills and oral communication skills.
• Must be able to perform the functions of this position without the need for direct hands-on supervision from the immediate supervisor of this position. It is expected that the individual in this position will take initiative to resolve issues without constant supervision.

Financial Analyst III

• Must possess understanding of generally accepted accounting principles.
• Must possess knowledge of budgeting and financial forecasting techniques.
• Must possess knowledge of Microsoft Office (Excel, Word, PowerPoint), including macro development and pivot tables.
• Must possess knowledge of Oracle Hyperion budgeting system.
• Must possess outstanding report writing skills and good communication skills.
• Must possess excellent communication, collaboration, and sound problem-solving skills
• Must be able to convey information both in a precise technical manner and in a concise understandable manner.
• Must be comfortable working as part of a group as well as independently.
• Must be able to perform the functions of this position without the need for direct hands-on supervision from the immediate supervisor of this position. It is expected that the individual in this position will take initiative to resolve issues without constant supervision.

EDUCATION AND EXPERIENCE:
Financial Analyst I

• Bachelors degree (preferably in finance, business, business administration, economics, or transportation). An equivalent combination of education and experience from an accredited college may be considered in lieu of a degree.

Financial Analyst II

• Bachelors degree (preferably in finance, business, business administration, economics or transportation). An equivalent combination of education and experience from an accredited college may be considered in lieu of a degree.
• Minimum 2 years financial (preferably budgeting) experience with a major government or corporate entities. A masters degree may substitute for two years of experience.

Financial Analyst III

• Bachelors degree (preferably in finance, business, business administration, economics or transportation). An equivalent combination of education and experience from an accredited college may be considered in lieu of a degree.
• Minimum 4 years of progressive financial (preferably budgeting) experience with a major government or corporate entities. A masters degree may substitute for two years of experience.

OTHER INFORMATION:
Pursuant to the New York State Public Officers Law & the MTA Code of Ethics, all employees who hold a policymaking position must file an Annual Statement of Financial Disclosure (FDS) with the NYS Commission on Ethics and Lobbying in Government (the Commission).

Equal Employment Opportunity
MTA and its subsidiary and affiliated agencies are Equal Opportunity Employers, including with respect to veteran status and individuals with disabilities.

The MTA encourages qualified applicants from diverse backgrounds, experiences, and abilities, including military service members, to apply.