SENIOR DIRECTOR, FINANCE (FINANCIAL PLANNING)

SENIOR DIRECTOR, FINANCE (FINANCIAL PLANNING)

Salary

$148,200.00 - $222,268.80 Annually

Location

Los Angeles, CA

Job Type

Regular Employee

Job Number

2401507-1

Cabinet

PLANNING AND DEVELOPMENT

Cost Center

4410 - STRATEGIC FINANCIAL PLANNING

Opening Date

08/10/2026

Closing Date

8/31/2026 5:00 PM Pacific

FLSA

Exempt

Bargaining Unit

Non-Contract

• Description
• Benefits
• Questions

Metro's mission is to provide a world-class transportation system that enhances the quality of life for all who live, work, and play within LA County.

Description

Directs creation, implementation, and oversight of Metros budget; monitors, tracks and adjusts funding allocations, as needed, to optimize fund availability to meet all organizational objectives and delivery of initiatives; and provides performance reporting, performance metric analysis, and related analytics to estimate optimal functional resource requirements based on prioritized project deliverables. This position will manage the planning and programming of transportation funding within Los Angeles County and develop individual and aggregated funding strategies for Metro capital projects and transit operations.

Recruitment Timelines: Interviews are projected to be scheduled for the week of September 14, 2026. These dates are subject to change. We encourage you to monitor your governmentjobs.com profile and emails for the latest updates.

Examples of Duties

• Identifies fund sources and recommends revenue uses for annual budget and Life of Project budgets
• Coordinates revenue-related activities throughout the agency
• Directs monitoring of funding to maximize use and adjusts as necessary
• Utilizes technology to direct the forecasting of revenues and strategically applies revenues to optimize funding and project delivery
• Directs and participates in the analysis of financial and non-financial budget and actual performance data and applies results to pre-defined performance factors to determine optimum functional product delivery
• Directs project cash flow analysis, staffing projections, processes, and schedule adherence to determine project budget spending patterns to ensure project expense optimization and adherence to project budget and accounting provisions
• Establishes functional and organizational short- and long-range goals and objectives with development of various annual forecasts
• Establishes and directs complex modeling requirements to estimate and validate various resource projections and comparisons to performance indicators; advises staff on model development and interpretation of results
• Develops requirements and processes, and oversees the preparation of cost estimates and validation of functional resource plan estimates
• Confers with executive management and validates project funding forecasts based on projected expenditures
• Utilizes technology to oversee and participate in the preparation and presentation of reports and analyses, including strategic planning and policy matters, to management and the Metro Board of Directors
• Oversees analysis of project costs and revenues with Accounting, Treasury, and Capital Planning
• Participates in management meetings and the decision-making processes to provide a strategic approach to problem solving
• Represents Metro before the Metro Board, Metro Board deputies, partner agencies, and special interest groups
• Directs and monitors Metro Board approved funding commitments and for impact on budgets
• Supervises, trains, mentors, and motivates assigned staff
• Communicates and implements safety rules, policies, and procedures in support of the agencys safety vision and goals; and maintains accountability for the safety performance of all assigned employees

May be required to perform other related job duties

Minimum Qualifications

A combination of education and/or experience that provides the required knowledge, skills, and abilities to perform the essential functions of the position. Additional experience, as outlined below, may be substituted for required education on a year-for-year basis. A typical combination includes:

Education

• Bachelors Degree in Finance, Accounting, Economics, Business Administration, or a related field; Masters Degree in a related field preferred

Experience

• Five years of relevant management-level experience performing government/transit finance and/or budgeting work

Certifications/Licenses/Special Requirements

• A valid California Class C Driver License or the ability to utilize an alternative method of transportation when needed to carry out job-related essential functions
• Treasury Department incumbents must be bondable
• Professional certifications such as CPA (Certified Public Accountant) or CPFO (Certified Public Finance Officer) preferred

Preferred Qualifications

Preferred Qualifications (PQs) are used to identify relevant knowledge, skills, and abilities (KSAs) as determined by business necessity. These criteria are considered preferred qualifications and are not intended to serve as minimum requirements for the position. PQs will help support selection decisions throughout the recruitment. In addition, applicants who possess these PQs will not automatically be selected.

The following are the preferred qualifications:

• Experience conducting the programming of transportation funding for a large and complex capital program
• Experience utilizing a variety of funding and financing approaches including state and federal grants and debt financing
• Experience interpreting and managing budget, accounting, and financial forecast data
• Experience preparing written reports and giving presentations on finance or related area
• Experience managing the work of a project team on financial tasks including as-needed training

Essential Knowledge

Knowledge of (defined as a learned body of information that is required for and applied in the performance of job tasks)

• Theories, principles, and practices of financial and organizational management and behavior
• Knowledge of theories, principles, and practices of advanced budgeting, government/fund accounting, public finance, economics, planning, and resource modeling
• Applicable local, state, and federal laws, rules, and regulations governing budgeting, funding, and financial operations of a business unit
• Administrative principles and methods, including goal setting and monitoring, budget development and implementation, and advanced resource modeling
• Financial modeling, forecasting/estimating, research, and analysis
• Application of funding source provisions
• Applicable and current financial and database management software, such as Oracle Database, and computer business software applications, such as Microsoft Office Suite
• Individual and group dynamics and leadership development
• Modern management techniques

Skill in (defined as the proficient manual, verbal, or mental utilization of data, people, or things)

• Directing the overall operations of major financial functions
• Defining and performing complex financial, statistical, and operational performance analysis and modeling
• Determining strategies to achieve operational goals
• Analyzing situations, identifying problems, recommending strategic solutions, and evaluating outcomes
• Exercising sound judgment and creativity in making decisions and applying funds
• Communicating effectively orally and in writing
• Preparing comprehensive reports and correspondence
• Interacting professionally with various levels of Metro employees and outside representatives
• Supervising, training, mentoring and motivating assigned staff

Ability to (defined as a present competence to perform an observable behavior or produce an observable result)

• Think and act independently
• Meet precision and productivity requirements
• Understand, interpret, and apply rules, regulations, policies, guidelines, and standard operating procedures to work products
• Represent Metro before the Metro Board, public, outside entities, and advocacy groups
• Allocate the division of labor for a diversified workforce
• Read, write, speak, and understand English

Special Conditions

• This job specification is not to be construed as an exhaustive list of duties, responsibilities, or requirements
• The physical demands described are representative of those that must be met by the employee to successfully perform the essential functions of this job
• Metro provides reasonable accommodation to enable individuals with disabilities to perform the essential functions
• This classification is at-will and the incumbent serves at the pleasure of the hiring authority
• Contributes to ensuring that the Equal Employment Opportunity (EEO) policies and programs of Metro are carried out

Working Conditions

• Typical office situation
• Close exposure to computer monitors and video screen

Physical Effort Required

• Sitting at a desk or table
• Operate a telephone or other telecommunications device and communicate through the medium
• Type and use a keyboard and mouse to perform necessary computer-based functions
• Communicating through speech in the English language required

(EY)

Metro is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, ancestry, national origin, gender, marital status, sexual orientation, religion, age, veteran status, or disability. Learn more about Metro's Equal Employment Opportunity Program. Metro does not deny participation in the application process to anyone with prior justice system involvement, in line with Fair Chance hiring practices.

Selection Procedure

Applicants who best meet job-related qualifications will be invited to participate in the examination process that may consist of any combination of written, performance, or oral appraisal to further evaluate job-related experience, knowledge, skills and abilities.

Application Procedure

To apply, visit Metros website at www.metro.net and complete an online Employment Application.

Computers are available to complete online Employment Applications at the following Metro locations:

METRO Headquarters, Employment Office

One Gateway Plaza

Los Angeles, CA 90012

Open: Monday through Friday, 8am-4pm

(Closed Sat & Sun)

Metro Talent Hub

8501 S. Evermont Place

Los Angeles, CA 90044

Open: Monday through Friday, 9am-5pm

(Closed Sat & Sun)

East Los Angeles Customer Center

4501 B Whittier Blvd

Los Angeles, CA 90022

Open: Tuesday through Saturday, 10am to 6pm

(Closed Sun & Mon)

Wilshire/Vermont Customer Center

3183 Wilshire Blvd, Ste 174

Los Angeles, CA 90010

Open: Monday through Friday, 10am-6pm

(Closed Sat & Sun)

Rosa Parks Customer Center

Willowbrook/Rosa Parks Station

11720 Wilmington Ave

Los Angeles, CA 90059

Open: Monday through Friday, 6am to 6:30pm

(Closed Sat & Sun)

Telephone: (213) 922-6217 or persons with hearing or speech impairments can use California Relay Service 711 to contact Metro.

All completed online Employment Applications must be received by 5:00 p.m. on the closing date. Late applications will not be considered.

• Open to the public and all Metro employees

This job bulletin is not to be construed as an exhaustive list of duties, responsibilities, or requirements. Employees may be required to perform other related job duties.

• Please refer to the applicable benefit type (Regular or Temporary)*

BENEFITS FOR REGULAR EMPLOYEES

Benefits cover probationary or regular full-time (working at least 40 hrs/week) employees of Metro.

We offer a range of high-quality medical, dental and vision plan options as well as health care spending accounts for you and your family. Metro will cover a significant portion of your health care premiums.

Medical/Dental/Vision Plan - Employee has the choice of 3 separate medical plans and 3 dental plans. A separate vision plan is included in each medical plan.

Group Life Insurance - PTSC pays for an amount equal to your annual salary, rounded up to the nearest $1,000. Minimum amount of life insurance is $30,000.

Accidental Death & Dismemberment Insurance - PTSC provides $50,000 coverage for each employee. Additional voluntary coverage in amounts up to $500,000 is available at favorable premium rates.

Long-Term Disability Insurance - 100% employer paid. Provides employees with a minimum income of 60% of earnings after six months of disability. Buy up or buy down options available.

Holidays - 12 days a year: New Years Day, Martin Luther King, Jr. Day, Presidents Day, Memorial Day, Independence Day, Labor Day, Veterans Day, Cesar E Chavez, Juneteenth,Thanksgiving Day, Day After Thanksgiving, and Christmas Day.

Time off with Pay (TOWP) - Compensates employees who are on approved absence from work for reasons such as illness, injury, medical and dental appointments, personal business, vacation, or observance of (a) religious holiday.

Years of Service Annual Accrual

Hire date - 5 years 20 days

Beginning of 6th - 10th year 25 days

Beginning of 11th - 15th year 30 days

Beginning of 16th + years 35 days

Pension Plan - PTSC retirement plan is the Public Employees Retirement System (PERS). Vesting is five (5) years. Minimum retirement age is 52, based on the 2% at 62 formula.

Other Benefits: Transportation passes for employees and/or eligible dependents; Medicare; Tuition reimbursement; credit union membership; SDI; Deferred Compensation Plan; 401(K) Thrift plan; EAP; Medical and Dependent Care Flexible Spending Accounts; Flexible work schedules; and Jury Duty Pay.

BENEFITS FOR TEMPORARY EMPLOYEES

Temporary (Contingent) employees are eligible for the following benefits only:

• Kaiser medical insurance
• Public Pension Plan
• 457/401K Plan
• Flex Spending
• Paid Sick Time
• Fare Media
• Rideshare Subsidies
• Metro One Fitness membership

For more information on the Benefits Enrollment for Contingent Employees, please visit LA Metro's Pension & Benefits website at benefits.metro.net

01

Please acknowledge that the following responses will be used to supplement and expand on the Work Experience section of your application. It is important to provide detailed answers and do not refer to or rely on a resume or other documentation as we will not review resumes to determine qualifications. The information provided in your application must support your selected answers in the supplemental questions. The information you provide will be verified and documentation may be required. Please be as accurate as possible. By completing this supplemental questionnaire, you are attesting that the information you have provided is accurate. Any misstatements, omissions, or falsification of information may eliminate you from consideration or result in dismissal.

• Yes, I agree and understand my resume will not be reviewed

02

Please select the highest level of education you have completed.

• I do not have education equivalent to grade 12
• High school graduate, diploma or the equivalent (GED)
• Associate degree from an accredited college or university
• Bachelors degree from an accredited college or university
• Masters degree from an accredited college or university
• PhD from an accredited college or university

03

Please select the number of years of relevant management-level experience you have in transportation planning or programming, project management, grants management, financial planning, transit planning, real estate and transit-oriented community development, multimodal integrated planning, or developing and implementing large scale, highly complex, multi-faceted transportation projects or programs.

• No management-level experience
• Less than 5 years
• 5 years or more, but less than 7 years
• 7 years or more, but less than 9 years
• 9 or more years

04

If you indicated having experience in the previous question, please describe your relevant experience and list the position title(s) and dates of employment in which you gained this experience. If you do not have this experience, please list "N/A" in the field below.

05

Describe your relevant experience conducting the programming of transportation funding for a large and complex capital program. Please list the position title(s) and dates of employment in which you gained this experience. If you do not have this experience, please list "N/A" in the field below.

06

Describe your relevant experience utilizing a variety of funding and financing approaches including state and federal grants and debt financing. Please list the position title(s) and dates of employment in which you gained this experience. Please list the position title(s) and dates of employment in which you gained this experience. If you do not have this experience, please list "N/A" in the field below.

07

Describe your relevant experience interpreting and managing budget, accounting, and financial forecast data. Please list the position title(s) and dates of employment in which you gained this experience. If you do not have this experience, please list "N/A" in the field below.

08

Describe your relevant experience preparing written reports and giving presentations on finance or related area. Please list the position title(s) and dates of employment in which you gained this experience. If you do not have this experience, please list "N/A" in the field below.

09

Describe your relevant experience managing the work of a project team on financial tasks including as-needed training. Please list the position title(s) and dates of employment in which you gained this experience. If you do not have this experience, please list "N/A" in the field below.

Required Question

Employer Los Angeles County Metropolitan Transportation Authority (CA)

Address One Gateway Plaza

Los Angeles, California, 90012

Website https://www.metro.net/careers