Senior Analyst, FPA- Tax District Administration

GENERAL STATEMENT OF JOB

The Senior Analyst of Financial Planning & Analysis (FP&A) for the Tax District Administration at GoTriangleis responsible for building and maintaining complex financial models to support forecasting, consolidation, and budget projections. The role leads the financial planning and analysis efforts for the transit plans, coordinating closely with regional partners to develop financial scenarios and ensure strategic alignment. This position identifies financial risks, develops funding strategies, and ensures compliance with federal and local administration requirements. The Senior Analyst of FP&A monitors all Tax District revenue streams, including Vehicle Registration Tax, Sales Tax, grants, and carryforward funds, to maintain financial sustainability and adherence to policies. This role provides vital financial insights to support Wake, Durham, and Orange counties' transit plans and annual work programs.

ESSENTIALDUTIES AND RESPONSIBILITIES

• Build and maintain complex financial models for forecasting cash flow, consolidation and budget projections

• Lead the development of the financial components of the transit plans

• Coordinate financial model and scenario development with regional transit partners

• Identify financial risks and develop strategies to solve funding challenges

• Coordinate financial plan submittals for federal and local administrations

• Monitor and forecast Tax District revenue streams, including Vehicle Registration Tax, Sales Tax, grants, and carryforward funds to ensure financial sustainability and adherence to legal and policy requirements

• Monitor performance of the transit plan budget(s), identify areas of risk or variance, and recommend actions for mitigation

• Coordinate with GoTriangle's Budget Grants department to ensure the annual budget and 10-year forecasts are aligned with the Transit Plans.

• Coordinate with GoTriangle'sTreasury department, particularly regarding debt issuance for supporting Transit Plans

• Provide financial inputs, insights, and assumptions used to aid the development and administration of Wake, Durham, and Orange Transit Plans and Annual Work Programs

• Other duties as assigned

MINIMUM QUALIFICATIONS AND STANDARDS REQUIRED

Education and Experience:

• Bachelor's degree in Business, Accounting, Economics, Finance or similar field. A Master's degree is preferred.

• Minimum of 6 years related experience to include the use of financial models for cash flow, consolidation, forecasting, budgeting and planning.

• Debt reporting compliance experience preferred.

• Proven track record of analytical skills, critical thinking skills, and problem solving.

• Experience working on planning and capital development projects is preferred

• Experience in a "multi-stakeholder" environment is preferred

• Strong oral and written communication skills, including the visual depiction of complex ideas.

• Strong presentation skills.

• Expertise with MS Excel and MS PowerPoint.

• Knowledge of ERP systems, including Dynamics 365, is preferred.

• Knowledge of Power BI, is preferred.

Working Conditions:

Works in an office environment where there is minimum exposure to dust, noise, or extreme temperatures. May be moderately exposed to unpleasant working conditions to include dust, noise, temperature, weather, petroleum products, and chemicals while visiting operating facilities, during which the incumbent should observe all policies and procedures, safety precautions and regulations, and use all protective clothing and devices provided.

Physical Requirements:

Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Walking and standing are required only occasionally.

EEO Statement:

GoTriangle is an Equal Employment Opportunity employer that prohibits discrimination or harassment of any person on the basis of race, color, religion, sex, sexual orientation, gender identity, age, birth, ancestry, national origin, or disability. EOE/M/F/Vets/Disabled

Accommodations:

GoTriangleis committed to the full inclusion of all qualified individuals. As part of this commitment, the organization will ensure that persons with disabilities are provided reasonable accommodations in all aspects of employment, including the application process. To request an accommodation and/or a copy of the Americans with Disabilities Act applicant procedures, please contact the Office of Human Resources.