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Strategic Financial Planning Advisor

Washington Metropolitan Area Transit Authority
Washington D.C
Closing date
Sep 24, 2023

Job Details

Marketing Statement - Strategic Financial Planning Advisor :

The Washington Metropolitan Area Transit Authority's (WMATA) Office of Management and Budget is seeking to hire a Strategic Financial Planning Advisor. The Strategic Financial Planning Advisor will be responsible for planning and developing analyses of current and projected business practices while evaluating strategic alternatives to advise the Senior Vice President of potential business practice improvements resulting in increases in revenue, cost reductions, management efficiencies, and policy/procedure improvements and revisions. The advisor will have to be analytical and a strategic thinker, but speak contextually and understand the environment, establishing relationships among a diverse group of department managers. Activities will include, but are not limited to, complex financial and statistical analysis and preparation of detailed business cases and projections with the ability to present findings to WMATA's Executive Team. The successful candidate will have excellent analytical skills, the ability to multitask, excellent written and oral communication skills, a strong attention to detail, and meet constant deadlines.



Graduation from an accredited college or university with a Bachelor's degree in Business Administration, Engineering, Science, Information technology or a related field.


Minimum of seven (7) years' experience with budget/finance in a transit organization, a consulting company that advises transit operations, or a municipal organization that utilizes or funds public transit.



Master's degree in Business Administration (MBA) or related Master's degree.

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.


Initiate, evaluate, and implement improvements and changes in business and/or operational processes within Rail, Bus, and MetroAccess operations, as well as in the support organizations, that improve operational efficiencies and/or safety, increase revenue and/or reduce costs, and contain or reduce dependency on jurisdictional operating subsidy. This position will be responsible for creation of strategies that enable WMATA to deliver on the General Manager's commitment to limit growth in the jurisdictional operating subsidy.


Conducts transportation operations analyses designed to identify and recommend business performance improvements at WMATA and that drive towards policy and/or practice recommendations that yield near-term operational and/or fiscal improvements in Metrorail, Metrobus, MetroAccess and business support services to meet the Authority's objectives of service reliability, safety, and fiscal accountability, specifically to implement initiatives that enable compliance with the GM's pledge to limit growth in the jurisdictional operating subsidy. Must use knowledge of transit operations, benchmark against industry best practices, and use business judgment to identify, formulate, evaluate, recommend, and implement improvement initiatives.

Creates long term financial plans that include what if analyses to model the future financial position of the authority to identify drivers of costs and areas to identify operational improvements.

Supports meeting the Authority's strategic objectives by proposing changes to product offerings, activities, and business processes that may be appropriate based on the demand for public transit services, compared to fiscal constraints, in the region.

Participates in the development and preparation of major inputs to the annual and multi-year Operating and Capital budgets including establishment of targets, identification of inefficiency and savings opportunities, and initiation of business process strategies that support the service level, safety, and financial targets of the Authority as established by the General Manager and Board of Directors. This function is required to quantify the budget impacts of implemented initiatives and ensure those impacts are included in operating and capital budgets in appropriate years.

Prepares and presents oral/written reports/recommendations within areas of assigned responsibility. The incumbent must use MS Excel, Word, Powerpoint, and other software as applicable to present recommendations in appropriate executive level communications in order to gain approval for improvement strategies.

These functions are executed in accordance with the Authority's objectives of service reliability, safety, and fiscal accountability to implement initiatives that enable compliance with the GM's pledge to limit growth in the jurisdictional operating subsidy.

The incumbent must use knowledge of transit operations, benchmark against industry best practices, and use business judgment to identify, formulate, evaluate, recommend, and implement improvement initiatives.

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


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.


The Washington Metropolitan Area Transit Authority operates the second largest rail transit system and the fifth largest bus network in the United States. Safe, clean and reliable, "America's Transit System" transports more than a third of the federal government to work and millions of tourists to the landmarks in the Nation's Capital.

Metro has earned a worldwide reputation for security and architectural beauty. WMATA is clearly the employer of choice for over 10,000 area residents. The Authority was created in 1967 by an interstate compact to plan, develop, build, finance and operate a balanced regional transportation system in the National Capital area. Construction of the Metrorail system began in 1969. Four area bus systems were acquired in 1973. The first phase of Metrorail began operation in 1976. The final leg of the original 103-mile rail network was completed in early 2001. Metrorail now operates 83 stations. One line extension and three new stations are now under construction.

Metrorail and Metrobus serve a population of 3.4 million within a 1,500-square-mile area. The transit zone consists of the District of Columbia, the suburban Maryland counties of Montgomery and Prince George's and the Northern Virginia counties of Arlington, Fairfax and Loudoun and the cities of Alexandria, Fairfax and Falls Church. Overall, about 40 percent of the region's residents commute to work on Metro.

Metro and the federal government are partners in transportation. Half of the 83 Metrorail stations serve federal facilities and 36 percent of the local federal workforce uses Metro. We are committed to being an integral part of the Washington metropolitan area by ensuring the best in safe, reliable, cost-effective and responsive transit services, by promoting regional mobility and by contributing toward the social, economic and environmental well-being of our community. Employees are Metro.; We are committed to providing a working environment that fosters a high standard of performance, recognition for contributions and innovations, mutual respect and a healthy quality of life.

We are committed to developing ourselves through technology, training and education. We recognize our diversity as a source of strength that enables us to attain individual and Authority goals. In addition to competitive salaries, Metro employees enjoy a number of attractive benefits. These benefits include paid time off in the form of vacations, holidays and sick leave; medical, dental, life insurances as well as long term disability. Retirement is planned for through a defined contribution plan and a deferred compensation plan. Alternative work schedules, teleworking and free transportation on Metrorail and Metrobus make for an great benefits package for WMATA employees.Jump to our website to apply online for current openings and save the link for future vacancies as they occur.



Company info
600 Fifth St. NW

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