Class specifications are intended to present a descriptive list of the range of duties performed by employees in the class. Specifications are not intended to reflect all duties performed within the job.
Plans, directs, manages and oversees the activities and operations of the Office of Performance and Budget including Budgets, Financial Planning, Performance Management and Audit, and the Clipper program; coordinates assigned activities with other executive staff, departments and outside agencies; provides highly responsible and complex management and policy support to the General Manager and performs related duties as assigned.
This single position class manages, through subordinate department managers, division managers and supervisors, all activities throughout the District related to the broad areas of operating and capital budgets, financial planning and analysis, performance management and audit, fare policy, and interagency agreements. The incumbent is accountable for accomplishing executive office goals and objectives, and for furthering District goals and objectives within general policy guidelines.
This position reports to the General Manager.
EXAMPLES OF DUTIES
- Duties may include, but are not limited to, the following:
Provides strategic leadership in the execution of long and short-term plans as they relate to operating and capital budgets, financial planning and analysis, performance management and audit, fare policy, and interagency agreements.
Oversees the development and implementation of executive office and assigned departmental goals, objectives, policies and priorities for each assigned service area.
Establishes, within District policy, appropriate service and staffing levels; monitors and evaluates the efficiency and effectiveness of service delivery methods and procedures; allocates resources accordingly.
Oversees, through departmental management staff, the delivery of services for the Office of Performance and Budget; identifies opportunities for improvement; directs and implements changes; works with key staff to identify and resolve problems.
Assesses and monitors work load, administrative and support systems, and internal reporting relationships.
Communicates with internal and external customers to identify needs and resource problems; coordinates and allocates staff resources to meet these needs.
Participates in District-wide decision-making through collaboration with Executive Staff and other District groups and teams.
Provides strategic direction in policy, long and short-range financial planning, budgeting, financial analysis, business process and performance, and coordination of audits.
Monitors developments and legislation related to assigned areas of responsibility; evaluates impact upon District operations and policy; recommends and implements policy and procedural improvements.
Selects, trains, motivates and evaluates assigned personnel; provides or coordinates management staff training; works with employees to correct deficiencies; implements discipline and termination procedures.
Oversees and participates in the development and administration of the budget for assigned departments; approves the forecast of funds needed for staffing, equipment, materials and supplies; approves expenditures and implements budgetary adjustments as appropriate and necessary.
Explains and supports assigned departmental programs, policies and activities; negotiates and resolves sensitive and controversial issues.
Represents the Office of Performance and Budget to other executive staff, departments, elected officials and outside agencies; coordinates assigned activities with those of other departments and outside agencies and organizations.
Provides staff assistance to the General Manager; participates on a variety of boards, commissions and committees; prepares and presents staff reports and other necessary correspondence.
Staffs the Board of Director’s standing Administration Committee; facilitates and oversees Board Action Review Committee in preparation for formal presentation to the Board of Directors.
Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of planning and financial management.
Responds to and resolves difficult and sensitive citizen and media inquiries and complaints.
Operations, services and activities of a comprehensive planning, budget, and
financial analysis program.
Advanced principles and practices of long and short range financial planning
Advanced principles and practices of planning program development,
implementation and administration.
General government and public agency practices, policies, procedures and
Federal, State and local funding sources.
Principles and practices of budget preparation and administration.
Principles of supervision, training and performance evaluation.
Related Federal, State and local laws, codes and regulations.
Managing and directing a comprehensive performance and budget program.
Developing and administering executive office and assigned departmental goals, objectives and procedures.
Analyzing and assessing programs, policies and operational needs and making appropriate adjustments.
Identifying and responding to sensitive community and organizational issues,
concerns and needs.
Planning, organizing, directing and coordinating the work of lower level staff.
Delegating authority and responsibility.
Selecting, supervising, training and evaluating staff.
Analyzing problems, identifying alternative solutions, projecting consequences
of proposed actions and implementing recommendations in support of goals.
Researching, analyzing and evaluating new service delivery methods and techniques.
Performing long- and short-range financial planning and budgeting.
Preparing clear and concise administrative and financial reports.
Preparing and administering large and complex budgets.
Interpreting and applying applicable Federal, State and local policies, laws and regulations.
Communicating clearly and concisely, both orally and in writing.
Establishing and maintaining effective working relationships with those contacted in the course of work.
A Bachelor’s degree in economics, public administration, business administration or a closely related field from an accredited college or university.
Seven (7) years of (full-time equivalent) verifiable professional financial planning and budgeting experience which must have included at least four (4) years of management experience. Experience in a mass transit, transportation setting or city government preferred.
Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A Bachelor’s degree is preferred.
Office environment; exposure to computer screens.
Requires maintaining physical condition necessary for walking, standing, or sitting for prolonged periods of time.
Careers at the San Francisco Bay Area Rapid Transit District (BART) offer the satisfaction of providing an invaluable public service, while accomplishing your own career goals, earning highly competitive pay, and enjoying an unparalleled benefits program. BART, one of America’s premier heavy rail public transit systems, is located in the San Francisco Metropolitan area. With over 3,500 employees and an operating budget in excess of $900 million annually, and headquartered in the heart of downtown Oakland, California, BART has a service area covering the 4 county area of San Francisco, San Mateo, Alameda and Contra Costa, a total population of over 4 million people. BART’s current fleet of 669 railcars allows it to achieve an average weekday ridership of over 430,000 passengers throughout its 46 stations. BART, a wonderful career opportunity.