Director, Management Analysis Planning & Reporting

Location
Washington D.C
Posted
May 17, 2022
Closes
May 28, 2022
Ref
220422
Function
Executive, Director
Hours
Full Time
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.

Director, Management Analysis, Planning, and Reporting marketing Statement

The Washington Metropolitan Area Transit Authority (WMATA) Office of Management and Budget Services (OMBS) is seeking to hire a Director, Management Analysis, Planning, and Reporting. The position is responsible for the development of the Authority's ridership and revenue budget and jurisdictional subsidy allocation. The Management Analysis, Planning, and Reporting Director will be involved in organizing and managing activities relating to the revenue budget development, cost allocation plan development, and reporting of ridership, revenues, and subsidies.

MINIMUM QUALIFICATIONS

Graduation from an accredited college or university with a Bachelor's degree in business, economics, computer science, information systems or a related field. Master's degree preferred. A minimum of ten (10) years of experience in financial management, business systems analysis, functional analysis, reporting, or equivalent. Supervisory, management, or project management experience is required.

Working knowledge of financial reporting and ERP systems (Oracle Financials, PeopleSoft) required. Expertise with one or more leading Business Intelligence (BI) software packages, such as Microsoft, Oracle OBIEE, SAP Business Objects, IBM Congos, etc. Cognos experience is preferred.

Experience in lieu of education will be considered if candidate can effectively demonstrate progressively responsible and diversified experience in financial management, budgeting, or public administration. Supervisory and management experience required.

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

This position has overall responsibility for business, financial and special project analyses of Metro's business lines and business processes for the purpose of making recommendations for performance improvements, cost efficiencies and resource optimization. The incumbent will oversee a managerial analytical support practice to: Improve decision making and operations management across the enterprise; provide real-time assessments of Authority financial and business performance against goals; transmit evaluative assessments quickly and concisely to internal and external decision makers; and add value by identifying opportunities for improving resource efficiency and management effectiveness. This department utilizes advanced analytical techniques to identify trends and perform modeling for operational and capital financial forecasting and planning. The incumbent will lead OMBS and the Financial Operations team in producing analytics-based recommendations for optimizing resource investments, identifying business and support process improvements, and improving management and executive decision support. Achieving developing and cultivating a metrics-centered reporting environment to enhance Metro's decision making process and opportunities for business efficiencies.

MAJOR DUTIES :

Leads data-gathering, analysis, and special reporting across the enterprise, builds analytical tools, interactive dashboards, and serves as the financial center of expertise in the application of business intelligence to the decision making process. Serves as the resource center to provide executive management, department managers, and business areas with decision support analytics.

Supervises managers and professional staff including developing staff skills and talent, recommending applicant selection, disciplinary actions, assigning duties, directing work, and providing appropriate staff training. Establishes work goals for subordinates that will be measured against their performance plans and provides feedback and evaluation.

Key areas of responsibility include:

Financial Reporting: Serve as the lead within Financial Operations for monthly and quarterly financial performance reporting to the CFO and GM; Jurisdictional Coordinating Committee (JCC), Board Committees, and WMATA Board; Federal Transit Administration (FTA); and other audiences.

Financial Analyses: Perform in-depth, data-supported analyses of key components of resource consumption such as labor wages, salary plans, fringe benefits, overtime, pension & OPEB, energy & utility consumption.

Revenue & Ridership Forecasting: Preparing near- and long-term ridership estimates for bus, rail, and Access, utilizing independent data sources and advanced modeling techniques. Preparing annual operating revenue forecasts and projections, including passenger fare revenues, parking fees, special fare programs, and non-transit revenue sources.

Subsidy Allocation: Leading the process of developing, negotiating, and administering the allocation formulas used to assign subsidy to the local jurisdictions.

Fare Policy: Leading the fare structure policy analyses for the Authority as part of the budget development.

Performance Monitoring: Coordinating regular ridership and service reports for the CPO, the JCC, and other entities to support internal and external performance monitoring.

Capital Program Support: Providing support in forecasting capital revenues (including the FTA "split letter") and calculating the annual allocation of the jurisdictional capital subsidy.

Intra-Authority Coordination: Serve as the focal point for coordination between OMBS and other departments on a wide range of issues, including but not limited to:
ACCT: National Transit Database (NTD} reporting, invoicing for special services
TRES: Fare technology/structure, jurisdictional special programs
GOVR: Federal transit benefit, legislative impacts, performance measurement
PLAN: Long-term forecasting, analysis of rider behavior, and economic benefit analyses CSCM/MKTG: Design and use of passenger surveys
BPLN/RPLN: Ridership measurement and fare evasion

Ad Hoc Analyses: Support senior leadership across the Authority with ad hoc requests for analysis related to ridership, service levels, operations and capital project cost efficiencies, and fare/non-fare revenue pricing.

The above duties and responsibilities are not intended to limit specific duties and responsibilities of any particular position. It is not intended to limit in any way the right of 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.