Basic Purpose of Position:  

Oversight of the Budget Administration/Financial Analysis Department. Manages overall budget process for DRPA, including oversight of issuing forms for the operating budgets and staffing, reviewing capital change forms, interpreting CEO and Board directives for Department heads and meeting with them on their requirements. Oversees and assembles the operating budget and presents it to executive management. Manages analysis of operating and capital expenditures and creates reports for management and executive staff using SAP Budget Module (SBP). Monitors executive and employee related travel and development expenses to ensure appropriate levels of approval and conformity with spending guidelines and limits. Works to improve budget control and related process. 

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the duties, responsibilities, knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The Authority will adhere to all applicable laws and regulations in assessing an employee's ability to carry out or otherwise meet the job requirements set forth herein in a satisfactory manner.

1.

Oversees DRPA’s submission process for the operating and capital budget through issuance of Budget Guidelines document in accordance with CEO’s budget guidelines and Board and CFO directives. Monitors, creates, removes, maintains, and phases in positions for the DRPA’s operating budget from staffing levels provided by HRS and approved by the CEO. Meets with department heads to provide budget guidelines and review submissions including staffing, new strategic initiatives, other operating expenses, and changes from the prior year with the support of the Budget Analyst and Financial Analyst.  Assists engineering in development of the capital budget.  Presents budget to senior management. Implements approved budget revisions. Oversees annual budget retraction process in SAP.

2.

Oversee preparations for and prepares monthly DRPA operating and capital budget vs. expenditure reports – detailing compliance and identifying variances. Summarizes budgeted revenue vs. actual activity for the Authority. Oversees analyses of substantive variances.  Discusses reports with Senior Staff, Directors, Officers, and affected staff. Creates ad hoc reports in response to requests from senior management.  Prepares reports on financial information for the media through the chain-of-command. Provides monthly headcount, staffing, vacancy, and salary issues report for CEO and CFO.

3.

Monitors expenses daily which includes reviewing and approving requisitions, invoices, and purchase orders against the individual department’s budget and the authority’s overall budget and compliance with policies and procedures.  Periodically, reviews expense accounts of DRPA employees for accuracy and compliance with DRPA directives. Reviews financial contracts, vouchers, purchase orders (above a threshold) and other payments due for availability of budgeted funds. 

4.

Reviews statistical data for insertion into audited Annual Financial Report. Oversees compilation and completion of schedules for Annual report to Governors and Legislators of Pennsylvania and New Jersey.

5.

Supervises internal review of executive and employee expenses including travel, development, and DRPA expense accounts and ensures accuracy and compliance with DRPA guidelines, limits, and approval levels. Ensures their overall accuracy and compliance with DRPA directives.

6.

Supervises activities of budget and financial analysts. Manages staff compliance with existing procedures and guidelines.  Responsible for the creation and maintenance of Standard Operating Procedures (SOP) for current position.  Oversees, reviews, and edits all SOPS related to budget and financial analysis matters. Plans and delegates work, motivates and educates employees, sets expectations, monitors, and completes performance reviews.

7.

Monthly, reviews list of previously approved payments for accuracy and inclusion in reports to the Board and for other reports as necessary.

8.

Works with IS, staff and consultants to design, test and implement refinements to the current system; as needed, to supply more accurate and timelier budget-related information and to improve the overall budget monitoring and control process.

9.

Makes journal entries, reverses incorrect postings, conducts research into budget issues, and works with managers to resolve budget issues and problems.

10.

Assists in maintaining a safe and secure work environment by participating in required training, recognizing, and reporting hazards and suspicious activity, and using all required personal protective equipment.

11.

Performs other related duties as required and assigned.

SUPERVISORY RESPONSIBILITIES

Budget Analyst

Project Manager

EDUCATION/TRAINING

Required: 

• High school diploma or general education degree (GED).
• Bachelor of Science in Accounting or a business-related field (e.g., Economics, Finance, Business Administration) OR a minimum of 5 years of practical experience in financial accounting, budgeting creation, presentation and analysis.
• A minimum of 7 years working in a finance/accounting department with experience in managing budgets, analyzing financial data, providing strategic insights, and leading teams in a financial setting.
• Minimum of 2 years of experience with reviewing, preparing accounting journal entries.
• Experience with written and verbal communication to external customers, reporting agencies and departmental staff members and Executive staff.
• Experience using ERP systems, with particular experience using budgeting software/module within or linked to the ERP system.
• Proficiency in Excel, with emphasis on ability to create pivot tables, formulas, links, V look ups etc.

 Preferred:

• Advanced business degree or CPA or related business certification.
• At least 3 or more years, prior supervisory experience.
• Multiple years of experience using SAP.
• Multiple years of experience using SAP SBP (budget module).
• 2 or more years of experience completing performance reviews.