Chief of Fiscal Resources in San Bernardino, California at San Bernardino County Transportation Authority (SBCTA)

OPEN UNTIL FILLED
Led by a Board of Directors made up of elected officials from each of the 24 cities and towns and the five county supervisorial districts, San Bernardino County Transportation Authority (SBCTA) staff is focused primarily on freeway, interchange, and transit enhancements to the region that first and foremost benefit the taxpayer of San Bernardino County. Coupling that effort with various non-transportation related objectives from the Council of Governments role of the agency brings the mission of providing quality of life improvements to the residents, business operators, and commuters of our region to the forefront.

For more than four decades, SBCTA (previously known as SANBAG) has taken pride in delivering on its commitment to the voters through the implementation of Measure I. This half-cent sales tax that generates transportation dollars that are from the region and for the region is a critical element in the agency's goal to keep people and goods moving effectively. SBCTA calls the historic San Bernardino Santa Fe Depot home. Our headquarters not only positions the agency in the heart of the county, but is symbolic of our longstanding commitment to transportation.

About the Job
Under general direction, plans, organizes, oversees, coordinates, and manages the staff responsible for accounts payable, accounts receivable, payroll, budget, financial reporting, and other accounting and finance programs; manages the effective use of resources to improve organizational productivity and customer service in the department; provides complex and responsible support to the Chief Financial Officer in areas of expertise; and performs related duties as assigned.

Supervision Received and Exercised
Receives general direction from the Chief Financial Officer. Exercises direct supervision over supervisory, professional, technical, and administrative support staff through subordinate levels of supervision.

Class Characteristics
This is a management classification responsible for planning, organizing, reviewing, and evaluating programs, projects, and activities related to SBCTA fiscal resources. The incumbent is responsible for developing and implementing policies and procedures for assigned programs, short- and long-term planning, budget administration and reporting, and coordination of key programs/projects with other SBCTA management. Positions apply advanced management principles and strategic thinking to decisions that impact the organization as a whole. Positions generally serve as advisors and contributors to executive management on policies, procedures, and major SBCTA initiatives.
Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job.

• Manages, oversees, coordinates, and participates in the operations and activities of SBCTA’s accounting and finance functions.
• Participates in the development and implementation of goals, objectives, policies, and priorities for accounting and finance; recommends within policy, appropriate service and staffing levels; recommends and administers policies and procedures.
• Develops and standardizes procedures and methods to improve and continuously monitor the efficiency and effectiveness of assigned functions, service delivery methods, and procedures; assesses and monitors workload, administrative and support systems, and internal reporting relationships; identifies opportunities for improvement, makes recommendations, and manages implemented changes upon approval.
• Selects, trains, motivates, and evaluates assigned personnel directly or indirectly through lower-level supervisors; works with employees to correct deficiencies; recommends discipline.
• Manages the development and administration of assigned budgets; directs the forecast of additional funds needed for staffing, equipment, materials, and supplies; directs the monitoring of and approves expenditures; directs and implements adjustments as necessary.
• Develops and issues requests for proposals for professional and/or contracted services; prepares scope of work, timeline, and budget; evaluates bids and proposals and participates in consultant/contractor selection; reviews and approves invoices.
• Participates in the development, revision, and maintenance of accounting and financial policy and procedure manuals governing fiscal matters; researches, interprets, explains, applies, and ensures adherence to general and governmental accounting/auditing principles and procedures, internal control procedures, laws, and regulations affecting financial operations; ensures necessary corrective actions are taken.
• Reviews and approves various accounting and financial transactions prepared by staff, including general journal entries, accounts receivable, accounts payable, payroll, and distributions, to ensure accuracy.
• Manages audit processes and reviews agency and local, state, and federal fund audit reports; provides expert assistance and information to outside auditors during audits, including answering questions, gathering data, and compiling data, statements, and reports.
• Participates in the administration of SBCTA’s annual budget; reviews and makes budget adjustments based on actual revenues and expenditures; manages the process of compiling department and program budgets to prepare and produce SBCTA’s annual budget document.
• Participates in SBCTA’s investment and debt activities including updating and reviewing reporting and requirements of debt covenants, such as bond issuance and loans and maintaining bond debt schedules and investment portfolio spreadsheets.
• Directs and participates in the preparation and analysis of a variety of complex financial reports, statements, and schedules such as the Annual Comprehensive Financial Report.
• Provides highly complex staff assistance to the Chief Financial Officer; develops and reviews staff reports and other necessary correspondence related to assigned activities and services; presents reports to the Board of Directors and various commissions, committees, and boards.
• Manages the organization and maintenance of accurate and detailed databases, spreadsheets, files, and records; verifies accuracy of information and ensures compliance with established records retention policies, procedures, and schedules.
• Attends, participates, and represents SBCTA at interdepartmental, interagency, and professional meetings; monitors legal, regulatory, technology, and societal changes, and court decisions and stays abreast of new trends and innovations in accounting and finance.
• Receives, investigates, and responds to requests for information and/or questions in a professional manner; refers matters requiring policy interpretation to supervisor for resolution.
• Performs other duties as assigned.

Knowledge of:

• Organization and management practices as applied to the development, analysis, and evaluation of programs, policies, and operational needs of assigned area of responsibility.
• Administrative principles, practices, and methods including goal setting, program development, implementation and evaluation, policy and procedure development, quality control, and work standards.
• Principles and practices of employee supervision, including work planning, assignment, review and evaluation, discipline, and the training of staff in work procedures.
• Principles and practices of leadership.
• Principles and practices of budget and contract development and administration.
• Advanced principles, practices, and methods of public and governmental accounting, finance, and auditing and their application to public agency operations.
• Generally Accepted Accounting Principles and Governmental Accounting Standards Board Statements for public sector accounting.
• Record keeping principles and procedures.
• Applicable federal, state, and local laws, codes, and regulations as well as industry standards and best practices pertinent to the assigned area of responsibility.
• Techniques for providing a high level of customer service, by effectively working with the vendors and SBCTA staff.
• The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
• Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.

Ability to:

• Develop and implement goals, objectives, practices, policies, procedures, and work standards.
• Provide administrative, management, and professional leadership for accounting and finance.
• Plan, organize, oversee, and manage accounting and finance staff and programs.
• Select and supervise staff, provide training and development opportunities, ensure work is performed effectively, and evaluate performance in an objective and positive manner.
• Evaluate and develop improvements in finance and accounting procedures, policies, or methods.
• Prepare and administer large and complex budgets; allocate limited resources in a cost-effective manner.
• Research, analyze, and evaluate new service delivery methods, procedures, and techniques.
• Analyze, interpret, summarize, and present financial and technical information and data in an effective manner and draw sound conclusions.
• Analyze problems, identify alternative solutions, project consequences of proposed actions, and implement recommendations in support of department goals.
• Prepare and present clear and concise financial statements and reports, correspondence, policies, procedures, and other written materials.
• Effectively represent the SBCTA in meetings with governmental agencies, community groups, and various businesses, professional, and regulatory organizations, and in meetings with individuals.
• Make accurate arithmetic, financial, and statistical computations.
• Understand, interpret, apply, and explain applicable federal, state, and local policies, procedures, laws, and regulations.
• Direct the establishment and maintenance of a variety of filing, record keeping, and tracking systems.
• Use tact, initiative, and independent judgment within general policy and procedural guidelines and legal requirements.
• Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.
• Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
• Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.
• Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.

Education and Experience:
Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be:

• Requires possession of a valid California Driver’s License, a satisfactory driving record, and a properly registered and insured vehicle, to be maintained throughout employment.

Physical Demands
Environmental Elements