Overview
Metropolitan Transportation Commission (MTC)
San Francisco, CA
Assistant Director, Budgets and Financial Planning & Analysis
Salary: $171,208.34 – $228,111.94 Annually
Remote Employment: Flexible/Hybrid
EQUAL OPPORTUNITY EMPLOYER
The Metropolitan Transportation Commission is an equal-opportunity, non-discriminatory employer. MTC provides all employees and applicants with an equal opportunity in every aspect of the employment experience regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, physical handicap, medical condition or marital status.
THIS JOB POSTING WILL REMAIN OPEN UNTIL A QUALIFIED POOL OF APPLICANTS IS ESTABLISHED AND MAY CLOSE AT ANY TIME
IF YOU ARE INTERESTED, PLEASE APPLY IMMEDIATELY
First round interviews tentatively scheduled for Tuesday, July 8, 2025
A resume and cover letter are not required with your application, but highly encouraged.
Be ready to rethink your assumptions about the public sector. Dedicated and motivated colleagues? Beautiful, high amenity building for on-site work and collaboration? Flexible schedules and hybrid work options? Yes, yes, and yes!
ABOUT MTC
The Metropolitan Transportation Commission (MTC) is the transportation planning, financing, and coordinating agency for the nine-county San Francisco Bay Area. MTC is the federally designated Metropolitan Planning Organization (MPO) and the state designated Regional Transportation Planning Agency (RTPA) for the nine-county San Francisco Bay Area. MTC provides services to the Association of Bay Area Governments (ABAG). For more information about MTC, visit www.mtc.ca.gov.
ABOUT THE TEAM
The Budgets and Financial Planning & Analysis Section is responsible for developing and managing the organization’s budgets, grant administration, performing financial analysis and forecasting, reporting on financial performance, developing and refining financial plans, policies, and procedures, and supporting effective financial management throughout the Metropolitan Transportation Commission (MTC), the Association of Bay Area Governments (ABAG), and affiliated entities.
ABOUT THE ROLE
Under the general direction of the Section Director, the Assistant Director will lead a team of managers and analysts responsible for preparation, strategic planning and monitoring of operating and capital budgets for multiple legally distinct entities, development of budget policies and procedures, leading efforts to improve grant administration, and performing complex financial analysis in support of effective financial and grants management of the MTC, ABAG, and its affiliated entities. The Assistant Director will collaborate closely with all Sections within MTC and funding partners. In conjunction with the Section Director, the Assistant Director leads and manages financial budgeting and planning activities, ensuring financial stability and strategic alignment with organizational goals.
ESSENTIAL DUTIES & RESPONSIBILITIES
Specific duties and responsibilities include, but are not limited to, the following:
Budgets
• Lead development and management of operating and capital budgets, ensuring accuracy and alignment with agency priorities, strategic focus, vision, mission, and values.
• Lead development of staff memos and drafting of resolutions for board and committee approvals.
• Monitor revenue and expenditures, identify variances and work closely with section and project managers to address financial issues.
• Lead development of policies and procedures related to budgeting and grant management, provide training to Sections and program staff, lead process improvement initiatives and contribute to change management activities.
• Establish and maintain strong, collaborative relationships with project and program managers and other Sections.
Grant Administration
• Lead and coordinate the preparation and implementation of MTC’s annual Overall Work Program (OWP) and Consolidated Planning Grant (CPG).
• Review and monitor grants, from grant application to project closeout, including grant compliance, reporting requirements, and financial management.
• Develop grant policies and procedures.
• Coordinate grant administration activities with other Sections within the MTC including financial reporting and operational accounting, Project and Grant Managers, federal, state, and local partners, and other internal and external stakeholders.
Financial Planning & Analysis
• Lead development of financial models and forecast to inform short-term and long-term financial plans.
• Provide proactive financial insights and recommendations to support decision-making, resource allocation, and performance improvement initiatives.
• Lead process improvement initiatives seeking to enhance financial planning and analysis processes, streamline reporting, and automate routine tasks.
• Participate in system requirements (gathering data, implementation, testing) and user training activities related to budgeting, forecasting, and reporting in and outside of the MTC’s enterprise planning management system.
• Analyze financial data to identify trends and make recommendations for financial optimization.
Management
• Lead staff development, monitor performance, and manage deliverables and work plans.
• Develop and maintain the Section’s work plan.
• Support implementation of MTC’s Enterprise Resource Planning (ERP) system.
• Assist with responding to FTA, FHWA, and other federal and state reviews and audits, as well as the MTC’s annual audit.
• Perform other job-related duties as needed or assigned by the Section Director.
QUALIFICATIONS
KNOWLEDGE, SKILLS, AND ABILITIES
Knowledge of:
• Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards Board (GASB), and Financial Accounting Standards Board (FASB).
• Advanced knowledge of principles and best practices of governmental fund accounting, budgeting, contract administration, and grant management.
• Federal and state grant rules and regulations and reporting requirements including OMB super Circular 2CFR Part 200 (Uniform Administrative Requirements, Cost Principles, and Audit requirements for Federal Awards).
• Advanced proficiency in financial modeling and analysis tools (e.g., Excel, database management, data visualization software).
• Function, capability, application and operation of cloud-based financial accounting and budgeting systems.
• Applicable federal, state, and local laws, codes and regulations.
• Principles and best practices of staff development and management.
• Enterprise Resource Planning (ERP) systems such as SAP, Oracle, NetSuite, Workday, or other similar applications.
• Experience with data visualization tools is a plus.
Skills and Abilities
• Excellent analytical and problem-solving skills with keen attention to detail.
• Ability to use resources to identify problems, solve, act decisively, and show good judgement in decision making.
• Proven ability to work collaboratively in cross-functional teams and manage multiple priorities in a fast-paced environment.
• Strong communication and presentation skills, with the ability to convey complex financial information to stakeholders at various levels.
• Ability to motivate, manage, and train both direct reports and peers.
MINIMUM QUALIFICATIONS
An appropriate combination of education and experience that has provided the required knowledge, skills and abilities is qualifying. A typical way of obtaining the required qualifications is:
Education: A Master’s degree in accounting, finance, public or business administration, or a related field, including a minimum of 24 semester-hours in accounting. Applicants with a degree issued from an institution outside the United States must have their transcripts evaluated by an academic accrediting service and provide proof of equivalency along with their application.
Experience: Five years of increasingly complex and diverse professional accounting work experience, two years of which having full supervisory responsibility for two or more major accounting functions, including the equivalent of two years as an Accounting Supervisor or Senior Financial Analyst for MTC.
License/Certificate: Possession of a valid California Class C driver’s license and a safe driving record, or the ability to provide alternate transportation which is approved by the appointing authority.
PREFERRED QUALIFICATIONS
Education: A Master’s degree in accounting, finance, public or business administration, or a related field.
Experience: Five years of increasingly complex and responsible budgeting, financial planning & analysis, and/or accounting experience that includes two (2) years having full supervisory responsibility over budgeting, grant administration, or financial planning & analysis functions. Other preferred experience including any of the following:
• Experience developing budget and grant management policies and procedures
• Experience with ERP and Budget system implementation
• Experience with federal and state grant management
• Experience working with Boards and Commissions; communicating and presenting complex financial information in a simplified and clear manner
IMPORTANT INFORMATION
EMPLOYMENT REQUIREMENTS
Successful completion of a background check, professional references and the Employment Eligibility Verification Form I-9.
DISABILITY
The Human Resources Department will make reasonable efforts in the recruitment or skills assessment process to accommodate applicants with disabilities. If selected for an interview or testing, and you require accommodation, please notify the Human Resources Department when confirming your interview or test.
APPLICATION ASSISTANCE
If you need technical assistance with your on-line application, please contact NEOGOV’s Applicant Support Line at (855) 524-5627 available from 8:00 AM to 5:00 PM (PST) Monday through Friday, excluding holidays.
All MTC employees are designated Disaster Service Workers through state and local law (California Government Code Section 3100-3109). Employees are required to complete all Disaster Service Worker-related training as assigned, and to return to work as ordered in the event of an emergency.