Job Description - Financial Analyst I (OMBS)
Job Description
General Hybrid Work Statement:
This opportunity is a hybrid opportunity allowing for flexibility between virtual and in-person work subject to the Authority’s telework policy.
Minimum Qualifications
Education
Bachelor’s degree in, Business Administration/Management, Finance, Economics, Public Policy, Mathematics, Statistics, Accounting or related field
Experience
Less than one year to include finance, financial data analysis and/or accounting training/experience
Certification/Licensure
N/A
Preferred
Microsoft Office applications: Word, Excel, PowerPoint, Financial database applications
PeopleSoft
Hyperion
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.
Summary
The Financial Analyst I is an entry-level support position responsible for development and production of financial analysis reports, budget documents, and presentation material. The incumbent prepares clear and meaningful analyses on WMATA’s finances including but not limited to, operating revenues and expenses, staffing, and finances forecasting and on other areas such as subsidies, reserve accounts, debt service, and analytical and contractual issues. Performs calculations in support of budget development, assists with analyzing and providing technical support preparing budgets. May provide preliminary monitoring and review of current budget positions. The incumbent works independently under minimum supervision on assigned duties.
Essential Functions
Participates in the preparation and justification of the Authority’s budget.
Maintains continuing contact with cross functional stake holders across the Authority in order to assess impact of budgetary and financing issues.
Utilizes confidential information for the Board Budget Committee hearings to support recommendations to Board of Directors and to assist in the conduct of research and evaluation of problem areas.
Develops confidential budget submissions, reports, surveys and correspondences which relate to the WMATA’s budget and other financial issues as requested by all stakeholders.
Monitors real time performance against budget; identifying and analyzing variations
Under supervised guidance, evaluates budgets, analyzing revenues and expenses
Under supervised guidance, formulates written reports that are factual, objective and conforms to financial standards. Prepares reports for next level management review .
The essential duties listed are not intended to limit specific duties and responsibilities of any particular position. Nor is it intended to limit in any way the right of managers and supervisors to assign, direct and control the work of employees under their supervision.
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, gender identity, 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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