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Metropolitan Transportation Commission (MTC) 
San Francisco, CA

Capital Asset Senior Accountant
$111,700.16 - $141,662.98 Annually
Remote Employment:  Flexible/Hybrid

Position posted as open until filled.  
IF YOU ARE INTERESTED, PLEASE APPLY IMMEDIATELY 
A resume and cover letter are not required with your application, but highly encouraged 

Be ready to rethink your assumptions about the public sector.  Flexible hours?  Flexible work location?  A beautiful, well-located, high amenity building for on-site work?  Yes, yes, and yes!

The Metropolitan Transportation Commission (MTC) is the transportation planning, financing and coordinating agency for the nine-county San Francisco Bay Area.  For more information about MTC, visit www.mtc.ca.gov.    

The Capital Asset Senior Accountant position will be filled at the Associate level and will be responsible for all aspects of accounting associated with the management of tangible and intangible capital assets. Duties include, but are not limited to, review of invoices and contracts associated with capital projects; working in coordination and collaboration with other departments to identify capitalizable assets in accordance with GAAP, GASB requirements, and Federal and State regulations; and assist in developing/updating the Capital Asset Management policies and procedures in coordination with other departments within the agency. 

All employees at MTC are classified as Disaster Services Workers.  

SKILLS AND ABILITIES
The ideal candidate will have the following knowledge, skills, and abilities:      

Knowledge of:

• Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards Board (GASB), and Financial Accounting Standards Board (FASB);
• Principles and best practices of governmental fund accounting, reporting, and auditing;
• Federal and state grant rules and regulations and reporting requirements including OMB super Circular 2CFR Part 200 (Uniform Administrative Requirements, Cost Principles, and Audit requirements for Federal Awards);
• Capital assets management;
• Function, capability, application and operation of computer-based financial accounting systems.

Skills and Abilities 

• Plan and organize work activities; effectively manage multiple tasks;
• Critical and analytical thinking;
• Ability to use resources to identify problems, solve, act decisively, and show good judgement in decision making;
• Ability to perform both complex and routine accounting, financial and statistical work with speed and accuracy; 
• Ability to communicate clearly and concisely, both orally and in writing.

MINIMUM QUALIFICATIONS
An appropriate combination of education and experience that has provided the required knowledge, skills and abilities is qualifying. A typical way of obtaining the required qualifications is:

Education: A Bachelor's degree in accounting, public administration, business administration, finance or related field, including completion of a minimum of 24-semester hours in accounting.  A Master's degree in an applicable discipline or CPA certification is highly desirable.  (Applicants with a degree issued from an institution outside the United States must have their transcripts evaluated by an academic accrediting service and provide proof of equivalency along with their application.)    

Experience: Five years of increasingly complex and responsible accounting and auditing experience that includes three (3) years of increasingly complex and responsible accounting and capital asset management; demonstrated proficiency serving as functional lead for two major accounting program areas; including the equivalent of two years as an Accountant/Auditor II in MTC.

Preferred Experience:
Experience in capital assessment management, governmental fund accounting, and financial statement preparation is highly desirable.

License/Certificate: Possession of a valid California Class C driver's license and a safe driving record, or the ability to provide alternate transportation which is approved by the appointing authority.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Specific duties and responsibilities include, but are not limited to, the following:    

• Review of capital projects and operating accounts to capitalize/expense assets; disposal and timely recording of assets. 
• Review of invoices and contract to ensure the accuracy of capital assets accounting records in accordance with the Generally Accepted Accounting Principles (GAAP); Governmental Accounting Standard Board (GASB); Federal and State grant rules; and regulations including OMB super circular 2CFR Part 200.
• Manage fixed asset activity including performing system depreciation expense and capitalization of assets in the capital asset system.
• Analyze accounting data in the capital asset system, subsidiary, and general ledger to review and highlight variances, trends, exceptions and discrepancies, taking action as appropriate.
• Prepare month-end capital asset reconciliations between capital asset system and General Ledger. 
• Identify and document accounting treatment (capital or expense) for capital asset projects. •   Ensure historical reference by documenting procedures and decisions, maintaining required documentation, and providing documents as necessary.
• Establish and maintain strong, collaborative relationships with project managers and other departments to ensure the accuracy of capital assets accounting treatment. 
• Assist in developing/updating the Capital Asset Management policies and procedures in coordination with other departments within the agency.
• Perform and coordinate the annual equipment inventory review.
• Support lease accounting compliance by managing lease activity records. 
• Assist in the monthly financial close activities.
• Prepare capital assets schedules for various audits (e.g. financial statements audits, federal audit, state audit, etc.) and provide documentation for auditors as necessary. 
• Perform other job-related duties as needed or assigned by the Section.

HYBRID WORK - Employees may need to be in the office for some assignments/tasks that can only be done onsite or at a designated MTC work assignment location.  This position is primarily remote.  However, in-person attendance on-site will be on an as needed basis.  
 

TO VIEW JOB ANNOUNCEMENT, CLICK JOB PDF OR JOB ANNOUNCEMENT URL BELOW.

Please note that applications are currently not accepted through CalOpps or any other third-party job board application system. To apply, please complete an application via the City of San Jose’s website at www.sanjoseca.gov/citycareers. 

The City of San José Information Technology Department (ITD) seeks an exceptional senior manager to lead the City Portfolio-Products-Projects Office (C3PO) as Division Manager. 

The Portfolio-Products-Projects Office is a six year-old division in the City. Deconstructing traditional project management, San Jose’s C3PO is responsible for (1) executing technology and innovation initiatives with success; (2) ensuring strong business value from City products and platforms over time; and (3) building organizational capacities for the City to consistently transform and improve. 

The C3PO Division Manager will inspire team members and nurture a culture that is truly collaborative and customer-centric towards these ends. The position is critical to the City achieving ambitious goals to innovate, accelerate delivery of solutions, support deep collaboration and deliver remarkable value to the San Jose organization and community. 

The leader of the C3PO will work directly with the Chief Information Officer (CIO) and Assistant Chief Information Officer (ACIO) to build the team through a significant hiring phase. They will assemble the office’s practices and resources, all while supporting delivery of identified priorities. In its first five years, the C3PO already drastically improved technology execution success rates, earning the trust of partner departments. The Division is situated to grow its team and Citywide impacts. Thus, the selected Division Manager will demonstrate the vision and leadership necessary to build the C3PO into the model team and organizational resource described. 

San Jose’s technology leaders truly act in a player-coach mode—a person who can shape technical work and architectures with their team, build contributors up to execute that direction, work directly with the technologies and partners, and manage organizational demands to deliver solutions and services. 
When the C3PO Team does well, they help San Jose’s families thrive and our businesses grow.

Responsibilities:

The C3PO Division Manager works closely with the IT Department Executive Team and oversees approximately 10 to 15 contributors, an average annual project portfolio of 75+ initiatives, and 40+ primary systems for focused lifecycle management. The C3PO works across 20 major departments citywide to:

• Ensure successful project execution;
• Deliver continuously high business value from the City’s products and platforms through expert lifecycle management; and 
• Enable organizational capabilities and cultures that makes transformation through technology increasingly routine. 

Specific examples of work priorities over the next 18 months include: My San Jose, Business Process Automation, Integrated Permitting System and Development Services Upgrade and Transformation, Vehicle Blight service request management, 3-1-1 contact redesign, Business Tax system, emergency management technology refresh, IoT platforms and controls, infrastructure initiatives, and other efforts at the forefront nationally. Work is measured on the basis of hitting targets for cost, schedule, scope/quality, and realization of value at the customer level.

Collaboration, responsiveness, employee development, and effective relationship management with teams across the City are critical success factors for the C3PO Division Manager. To be a successful leader, they must demonstrate the ability to foster a team that is engaged, embraces innovation and change, earns the trust of customers and partners, and that exemplifies exceptional customer service in delivering solutions that both San Jose residents and City staffs appreciate. 

The City practices agile and waterfall methodologies, reporting through an executive scrum of scrums to align appropriate methods to initiatives. Work is managed through an overarching IT Strategic Plan, Annual IT Work Plan, and a system of Objectives and Key Results (OKRs) that keep priorities aligned.

The primary duties of this position may include but not limited to:

• Delivering business value through expert portfolio management, product management, and project management.
• Performing and teaching portfolio, product, and project management practices across City departments through the C3PO.
• Developing necessary strategic plans, budgets, architectures, and roadmaps to plan, execute, and resource initiatives that support the service requirements of City departments.
• Hiring, coaching, mentoring and developing performance manage Products-Projects Managers and prioritizing effectively through active methods—e.g., scrums, work-staff planning, OKRs. 
• Partnering with customer, technical, and vendor leadership to achieve objectives and resolve challenges.
• Monitoring and regularly communicating key performance metrics and statuses.
• Overseeing the development, communication, and training of standardized processes, best practices and maintain integrated tools for product-project planning, execution, business analysis and deliverable/artifact tracking.
• Applying governance processes to maintain stakeholder support, detecting and addressing projects in jeopardy, and inhibiting large project failures.
• Planning for competing demands of technical and staff resources in project and product lifecycle activities.

Please note that the Division Manager for the City Portfolio-Products-Projects Office (C3PO) position is currently eligible for a hybrid telework schedule - working remote and onsite schedule is subjected to change.

This recruitment may be used to fill multiple positions in this, or other divisions or departments. If you are interested in employment in this classification, you should apply to ensure you are considered for additional opportunities that may utilize the applicants from this recruitment. 

Competencies

The ideal candidate will possess the following competencies, as demonstrated in past and current employment history. Desirable competencies for this position include:

Job Expertise – Demonstrates knowledge of and experience with applicable professional/technical principles and practices, Citywide and departmental procedures/policies and federal and state rules and regulations. 

• Expertise in building/managing a strategic project management, product management, and portfolio management division or team.
• Demonstrates depth in project/product/portfolio management practices and tools, spanning some mix of agile, waterfall, spiral, and other methodologies; DevOps; DataOps; SecureOps; and/or Enterprise Architecture frameworks is highly desirable.
• Strong personnel management skills, including hiring, development, coaching, performance management, and discipline is highly desirable.
• Experience with business analysis, systems development lifecycles, and application development principles and process.
• Expertise with public sector procurements, vendor management, and contract management.
• Demonstrates the ability to: 
  • Lead the Portfolio-Products-Projects Office in a vision to rationalize and maintain a clear portfolio of initiatives that are aligned to the San Jose’s Smart City Vision, City Manager Priorities and the IT Strategic Plan. 
  • Articulate ideas to both technical and non-technical audiences at all levels of the organization.

Leadership – Leads by example; demonstrates high ethical standards; remains visible and approachable and interacts with others on a regular basis; promotes a cooperative work environment, allowing others to learn from mistakes; provides motivational supports and direction. 

Conflict Management – Uses appropriate interpersonal styles and methods to reduce tension or conflict between two or more people, by presenting the facts, analysis, and conclusions or solutions that show command of content and perspectives and interests of the audience.

Project Management – Ensures support for projects and implements agency goals and strategic objectives.

Planning – Acts to align own unit's goals with the strategic direction of the organization; defines tasks and milestones to achieve objectives, while ensuring the optimal use of resources to meet those objectives.

Communication Skills – Effectively conveys information and expresses thoughts and facts clearly, orally and in writing; demonstrates effective use of listening skills; displays openness to other people’s ideas and thoughts.

Selection Process

The selection process will consist of an evaluation of the applicant's training and experience based on the application and responses to the Job Specific Questions. Only the candidates whose backgrounds best match the position will be invited to proceed in the selection process. Additional phases of the selection process will consist of one or more interviews, one of which may include a practical/writing exercise. 

You will be prompted to answer the following job-specific questions during the online application process.  Please note that there is a 4,000-character limit, including spaces, for each text response.

1. Please select the following product-project management tasks you have performed in managing an Information Technology strategic project (select ALL that apply)?
   • Building/managing a strategic project management, product management, and portfolio management division or team.
   • Creation of strategic plans, budgets, architectures, and roadmaps to plan, execute, and resource initiatives that support the service requirements of departments.
   • Demonstrated depth in project/product/portfolio management practices and tools, spanning some mix of agile, waterfall, spiral, and other methodologies; DevOps; DataOps; SecureOps; and/or Enterprise Architecture frameworks.
   • Strong personnel management skills, including hiring, development, coaching, performance management, and discipline. 
   • Experience with business analysis, systems development lifecycles, and application development principles and process.
   • Expertise with public sector procurements, vendor management, and contract management.
   • I do not have product-project management experience.
2. Briefly describe your experience at a managerial or supervisory level leading and managing complex system-wide projects in an organization spanning multiple business functions. Refer to the jobs listed in your application/resume and list job titles, dates, and number of direct reports for each position. If you do not have this experience, type 'None' in the space provided.

You must answer all job-specific questions in order to be considered for this vacancy or your application will be deemed incomplete and withheld from further consideration. In addition, please attach your resume as part of the application process. If you have questions about the duties of these positions, the selection or hiring processes, please contact Tram Nguyen at tramt.nguyen@sanjoseca.gov. 

Metropolitan Transportation Commission (MTC) 
San Francisco, CA

Assistant Director, Financial Reporting and Operational Accounting
$157,838.10 - $210,297.57 Annually
Remote Employment:  Flexible/Hybrid

POSITION IS OPEN UNTIL FILLED
IF YOU ARE INTERESTED, PLEASE APPLY IMMEDIATELY
A resume and cover letter are not required with your application, but highly encouraged 

Be ready to rethink your assumptions about the public sector. Flexible hours? Flexible work location? A beautiful, well-located, high amenity building for on-site work? Yes, yes, and yes!

The Metropolitan Transportation Commission (MTC) is the transportation planning, financing and coordinating agency for the nine-county San Francisco Bay Area.  For more information about MTC, visit www.mtc.ca.gov.     

The Assistant Director, Financial Reporting and Operational Accounting will report directly to the Section Director, Financial Reporting and Operational Accounting, and will have management and oversight of the general ledger and financial reporting group; as well as production and publication of financial reports for the agency and its component units.  The Assistant Director will provide oversight in the development and/or review of policies and procedures for proper accounting and financial reporting of capital assets.  In coordination with internal stakeholders, this position will assist in developing and evaluating the internal controls associated with accounting and financial reporting of financial transactions.

This position will perform a variety of complex analytical, compliance, and administrative work in support of reporting functions; management of the financial reporting team and overall relationship with agency sections and program staff; coordinate with various outside agencies; analyze financial statements and communicate important financial information clearly to all entities. The Assistant Director will perform other job-related duties as needed or assigned by the section.

All employees at MTC are classified as Disaster Services Workers. 

SKILLS AND ABILITIES
The ideal candidate will have the following knowledge, skills, and abilities:    

Knowledge and Application of:

• Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards Board (GASB) pronouncements and statements, and Uniform Guidance requirements;
• Automated financial accounting systems, in particular General Ledger, Budgets, Contracts and Purchasing and other relevant modules;
• Federal, State and Local grants and grant reporting procedures including:
• California Government Codes, Street and Highway, revenue and taxation, and PUC codes
• Electronic payment systems and revenue fare collections
• Methods and techniques for record keeping as well as report preparation and writing;
• Enterprise Resource Planning software and/or other financial management applications.

Skills and Abilities

• Critical and analytical thinking;
• Strong presentation skills;
• Collaborative style focused on team work;
• Ability to communicate effectively both orally and in writing;
• Ability to work with external auditors, project managers, and other internal and external departments; 
• Ability to make involved and accurate computations; and
• Proficiency in Microsoft Office Suite.

MINIMUM QUALIFICATIONS
An appropriate combination of education and experience that has provided the required knowledge, skills and abilities is qualifying. A typical way of obtaining the required qualifications is:

Education: A Master's degree in accounting, finance, public or business administration, or a related field, including a minimum of 24 semester-hours in accounting.  (Applicants with a degree issued from an institution outside the United States must have their transcripts evaluated by an academic accrediting service and provide proof of equivalency along with their application.)    

Experience: Five years of increasingly complex and diverse professional accounting work experience, two years of which having full supervisory responsibility for two or more major accounting functions, including the equivalent of two years as an Accounting Supervisor or Senior Financial Analyst for MTC.

Preferred Qualifications & Specialized Skills

• Public sector accounting and auditing experience, governmental accounting experience is preferred.
• Professional certifications such as a CPA, CPFO, or equivalent is desirable.
• Must have experience with Enterprise Resource Planning software and/or other financial management applications.
• Must have the ability to communicate effectively both orally and in writing.
• Proficiency in Microsoft Office Suite

License/Certificate: Possession of a valid California Class C driver's license and a safe driving record, or the ability to provide alternate transportation which is approved by the appointing authority.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Under the general direction of the Accounting Section Director, the essential duties and responsibilities of the Assistant Director include, but are not limited to, the following:
 
Examples of Essential Functions

• Manage internal accounting controls for General Ledger. 
• Oversee all month end, quarterly, and annual G/L journal entries. 
• Recommend changes in policy and procedures to ensure financial records and audit processes are compliant with local, state, and federal requirements. 
• Prepare monthly financial statements and related reports for the Agency and all its component units and Commissioners and Boards of Directors; as well as various external reports such as State Controllers and National Transit Database. 
• Plan, organize, and perform assessments to ensure administrative, accounting, and internal controls exist and are properly functioning. 
• Manage all external financial and governmental/grant audits including the preparation of Annual Comprehensive Financial Reports and Single Audit Reports. 
• Work cooperatively and collaboratively with MTC staff and external stakeholders;
• Supervise staff. Hire, mentor, and proactively carry out performance management issues of direct and indirect reports including, establishing job expectations, performing probationary and annual performance appraisals, and managing performance and disciplinary issues. Ensure EEO policies and procedures are followed. Coordinate staff training and professional development. 

Examples of Duties

• Monitor and ensure timely identification and compliance with evolving governmental accounting standard pronouncements, provide Generally Accepted Accounting Principles (GAAP) interpretation and prepare technical memorandums that document issues in a clear, logical, and comprehensive manner. 
• Research, interpret, implement, and enforce GASB standards and pronouncements. 
• Oversee the accounting and reporting of capital assets and projects and grant transactions. 
• Ensure compliance with federal and state grant accounting regulations and conditions. 
• Review accounting journal entries and ensure the accuracy of information. 
• Oversee the production of monthly financial statements/reports. 
• Oversee compliance with audit recommendations. Maintain records and audit reports for follow up audits and to monitor compliance with recommended changes in policy and procedures. 
• Review the Annual Comprehensive Financial Reports for all business units and update the report with the various notes as they relate to each of the business units. 
• Oversee the preparation of financial reports for all boards and associated committees, attend committee/board meetings, and present reports and make presentations as required and requested.
• Evaluate job performance of staff which also includes the professional development of staff through the identification of on-the-job and other professional development opportunities. 
• Perform other job-related duties as needed or assigned by the section.

HYBRID WORK - Employees may need to be in the office for some assignments/tasks that can only be done onsite or at a designated MTC work assignment location.  This position can primarily be performed remote. On-site attendance as required based on in-person meetings or work assignments.
 

Please note that applications are currently not accepted through CalOpps or any other third party job board application system. To apply, please complete an application via the City of San Jose’s website at www.sanjoseca.gov/citycareers.

The City of San Jose is seeking an Enterprise Client Services Manager (Enterprise Supervising Technology Analyst) for the Information Technology Department (ITD). 

The Information Technology Department houses a team of customer-centric technicians and engineers to support the use of technology by City employees and the public. As the Enterprise Client Services Manager, the incumbent will be responsible for overseeing and managing that team of engineers and technicians ensuring excellent endpoint management services and day-to-day customer support services. 

The City of San José believes in the model of utilizing technology as a means for increased optimization as well as cost savings. With significant technology refresh and upgrade, there is a greater need for highly skilled technical hands-on leadership, oversight, and project management. 

This position requires strong technical hands-on experience and leadership skills as well as the ability to take initiative and direct others. We are seeking an individual with a willingness to adapt to an ever-changing business as well as an ever-changing technical environment. The ideal candidate must take full ownership of managing all endpoint services and operations and successfully lead projects to completion. This position demands a proven ability to resolve complex technical issues with limited resources. Most importantly, a team leader, team player, and positive attitude are essential to this position.

Key duties may include but are not limited to:

• Managing a Tier-1 helpdesk team to provide excellent customer service requested via online tickets, phone, and walkups.  
• Providing endpoint services management for UCaaS/VoIP, PCs (Windows 10/11 OS), conference rooms, Zoom, etc.
• Designing and overseeing implementation for newly introduced client service project initiatives and ensuring operationalization transitions to the IT Tier-1 support.
• Managing the ticket queues ensuring quality service and promoting fast turnaround time.
• Maintaining and improving the Information Technology Infrastructure Library (ITIL) based operational standards and services.  
• Overseeing customer hardware/software quoting and purchasing operations.
• Monitoring and providing analysis of reports and metrics to management and customers as needed.
• Coordinating and managing key third-party vendor relationships.
• Creating and managing training and development plans for direct reports. 
• Tracking maintenance renewals and subscriptions for users-owned services, hardware, and/or applications.
• Managing escalations and/or complaints and utilizing best judgment and discretion to resolve them.
• Improving customer service quality results by conducting surveys; evaluating and re-designing processes; establishing and communicating service metrics; and, monitoring and analyzing results.
• Improving productivity, quality, and customer-service standard based on customer services metrics. 

Please note that the Enterprise Client Services Manager (Enterprise Supervising Technology Analyst) position is currently eligible for a hybrid telework schedule - working remote and onsite schedule is subject to change.

This recruitment may be used to fill multiple positions in this, or other divisions or departments. If you are interested in employment in this classification, you should apply to ensure you are considered for additional opportunities that may utilize the applicants from this recruitment. 

Competencies

The ideal candidate will possess the following competencies, as demonstrated in past and current employment history. Desirable competencies for this position include:

Job Expertise – Demonstrates knowledge of and experience with applicable professional/technical principles and practices, Citywide and departmental procedures/policies and federal and state rules and regulations.

The ideal candidate will also possess a combination of the following knowledge and experience:

• Experience in management and strategic technical roadmaps for UCaaS, Security Patch Management, Enterprise Print Management, and/or Zoom.
• Strong technical hands-on experience in in designing, configuring, implementing, managing and troubleshooting in IT Service Management (ITSM). 
• Experience developing standards for ITSM workflows and the Enterprise service catalog.
• Strong knowledge and understanding of the ITIL Standard. 
• Experience managing IT Tier-1 support team. 
• Demonstrates customer service skills to address any customer concerns or escalations.
• Experience creating and updating technical documentation.
• Experience managing processes and process improvements for Tier-1 operations and client services support.

Project Management – Ensures support for projects and implements agency goals and strategic objectives.

Customer Service – Demonstrates the ability to anticipate customers' needs and deliver services effectively and efficiently using professional demeanor.

Problem Solving – Approaches a situation or problem by defining the problem or issue; determines the significance of problem; collects information; uses logic and intuition to arrive at decisions or solutions to problems that achieve the desired outcome.

Supervision – Sets effective long and short-term goals based on a good understanding of management practices; establishes realistic priorities within available resources; provides motivational support; empowers others; assigns decision-making and work functions to others in an appropriate manner to maximize organizational and individual effectiveness.

Conflict Management – Uses appropriate interpersonal styles and methods to reduce tension or conflict between two or more people, by presenting the facts, analysis, and conclusions or solutions that show command of content and perspectives and interests of the audience.

Communication Skills – Effectively conveys information and expresses thoughts and facts clearly, orally and in writing; demonstrates effective use of listening skills; displays openness to other people’s ideas and thoughts. 

Selection Process

The selection process will consist of an evaluation of the applicant's training and experience based on the application and responses to the Job Specific Questions. Only the candidates whose backgrounds best match the position will be invited to proceed in the selection process. Additional phases of the selection process will consist of one or more interviews.
 
You will be prompted to answer the following job-specific questions during the online application process. Please note that there is a 4,000-character limit, including spaces, for each text response.     

1. Please select the areas of technical competency where you have comprehensive Enterprise level management experience (check all that apply):
   • Windows 10/11 OS
   • Enterprise Print Management
   • Unified communications as a service (UCaaS) and/or VoIP
   • IT Service Management (ITSM) Workflows
   • Enterprise Service Catalog
   • Security patch management
   • Zoom 
   • None of the above
2. Do you have hands-on experience with an ITSM implementation project from beginning to end? If yes, please describe in detail the project scope (including the size of the implementation team), your role in the project, and any challenges you encountered.

You must answer all job-specific questions in order to be considered for this vacancy or your application will be deemed incomplete and withheld from further consideration.  

If you have questions about the duties of these positions, the selection or hiring processes, please contact Tram Nguyen at tramt.nguyen@sanjoseca.gov.

Metropolitan Transportation Commission (MTC) 
San Francisco, CA

Assistant Director, Budgets and Financial Planning and Analysis
$157,838.10 - $210,297.57 Annually
Remote Employment:  Flexible/Hybrid

THIS POSITION IS OPEN UNTIL FILLED
IF YOU ARE INTERESTED, PLEASE APPLY IMMEDIATELY
First round interviews tentatively scheduled for Wednesday, February 15, 2023
A resume and cover letter are not required with your application, but highly encouraged 

Be ready to rethink your assumptions about the public sector. Flexible hours? Flexible work location? A beautiful, well-located, high amenity building for on-site work? Yes, yes, and yes!

The Metropolitan Transportation Commission (MTC) is the transportation planning, financing and coordinating agency for the nine-county San Francisco Bay Area.  For more information about MTC, visit www.mtc.ca.gov.         

MTC provides planning, funding, coordination and technical assistance to cities, counties, transit agencies and other partners to bring the region together and to make the Bay Area’s transportation system more resilient to future challenges. The MTC directly distributes more than $1 billion annually to local public transit agencies and other recipients and prioritizes requests from local agencies for millions more in state and federal funds.

The Assistant Director of Budgets and Financial Planning and Analysis position provides a unique career opportunity to be a part of a dynamic and diverse work culture that promotes equity and inclusion, strategic financial planning that aligns with business objectives, and lead a team of highly-talented professionals that are dedicated to providing tactical leadership and technical expertise in the areas of budgetary and fiscal analysis, financial planning, forecasting, grant compliance, and are an integral part of the organization.

The Assistant Director of Budgets and Financial Planning and Analysis, under the direct supervision of the Section Director, will have management and oversight of capital and operating budgets for the Metropolitan Transportation Commission (MTC), the Association of Bay Area Governments (ABAG) and its affiliated entities, contracts management, grant compliance and reporting operations, the Overall Work Program, manage and account for budget to actual financial operating activities, develop and maintain financial forecasting models, maintain existing and ongoing internal controls, develop and implement internal controls, staff management and training, and career development and succession planning.  In coordination with internal stakeholders, this position will assist in developing an internal budget and grant management committee and collaborate with staff in maintaining grant management and reporting compliance requirements.

Directly and through management delegation to budget staff, this work includes organizing, managing, coordinating, and monitoring capital and operating budgets, leading and providing oversight in the preparation of MTC’s Overall Work Program (OWP) per Federal and State government funding requirements, provide grant oversight, and financial reporting analysis for all agency entities. This position will perform a variety of complex analytical, compliance, and administrative work in support of reporting functions; management of the budget team and  overall relationship with agency Sections and program staff; coordinate with various outside agencies; analyze financial statements and communicate important financial information clearly to staff, the Executives, internal and external stakeholders, committee, commission, and board members.

The Assistant Director of Budgets and Financial Planning and Analysis in coordination and collaboration with staff, grant award subrecipients, and other agencies, will support and manage all administrative responsibilities and compliance requirements for grant awards and funding sources. This position will lead efforts in cross-departmental coordination with MTC business units (Contracts, Finance, Legal, project managers, etc.) to ensure funding is effectively and efficiently managed from pre-award to project closeout. Prior experience with grant and contract administration and knowledge of federal and state grant compliance is required.

The incumbent will be a professional with exceptional analytical and management skills, who can organize, prioritize, and process large volumes of financial and grant information timely and accurately, on budget and with intense attention to detail. The successful candidate will also bring excellent communication skills and the ability to engage with a diverse set of stakeholders across the Bay Area region and disseminate financial information to which facilitates the decision-making process.

All employees at MTC are classified as Disaster Services Workers

SKILLS AND ABILITIES
The ideal candidate will have the following knowledge, skills and abilities:

Knowledge of:

• Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards (GAS), and Uniform Guidance;
• Federal, State and Local grants and grant reporting procedures;
• Principles and practices of grant administration and compliance;  
• Operating and capital budgeting procedures;
• Automated financial accounting systems, in particular, budgets, General Ledger, Contracts and Purchasing modules; 
• Methods and techniques for record keeping, as well as report preparation and writing; and 
• Advanced knowledge of principles of budget practices and procedures for fund accounting and budgeting including encumbrance budgeting.

Skills and Abilities

• Critical and analytical thinking;
• Solid public presentation skills;
• Collaborative style focused on team work;
• Ability to work with Grantors, Project Managers, and other internal and external departments;
• Make involved and accurate computations; 
• Ability to research, identify, analyze and apply grant requirements; interpret and apply federal, state, regional, and local policies, procedures, and regulations.
• Ability to administer complex, high-volume grant programs; experience providing technical guidance and assistance regarding terms, conditions, and expectations of grant program.
• Exceptional organizational skills and the ability to coordinate several concurrent projects at various stages of completion; ability to adapt to changing priorities and deadlines.
• Collect, analyze, and organize data into accessible narratives, distilling complex data and analyses into meaningful presentations that clearly articulate findings and recommendations to both technical and non-technical audiences.
• Demonstrated ability to maintain financial tracking and reporting systems using spreadsheets, databases, and other software.
• Communicate effectively, both orally and in writing, to a broad range of audiences.
• Work both collaboratively and independently, as part of a mission-driven team of public servants with a solutions-oriented culture.

MINIMUM QUALIFICATIONS
An appropriate combination of education and experience that has provided the required knowledge, skills and abilities is qualifying. A typical way of obtaining the required qualifications is:

Education: A Master's degree from an accredited college or university in an appropriate field related to the area of assignment such accounting, finance, public or business administration, or a related field, including a minimum of 24 semester-hours in accounting.  (Applicants with a degree issued from an institution outside the United States must have their transcripts evaluated by an academic accrediting service and provide proof of equivalency along with their application.)      

Experience: Five years of increasingly complex and diverse professional accounting work experience, two years of which having full supervisory responsibility for two or more major accounting functions, including the equivalent of two years as an Accounting Supervisor or Senior Financial Analyst for MTC.  Prior experience with grant and contract administration and knowledge of federal and state grant compliance is required.

Preferred Qualifications & Specialized Skills

• Public sector accounting experience highly preferred.
• CPA certificate or Master’s degree in Accounting, Business Administration, Public Administration or related field.
• Specific experience with general ledger, accounting principles and procedures, budgeting administration and forecasting practices.

License/Certificate: Possession of a valid California Class C driver's license and a safe driving record, or the ability to provide alternate transportation which is approved by the appointing authority.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Under the general direction of the Section Director of Budgets and Financial Planning and Analysis, and in coordination with staff across the organization, the Assistant Director will be responsible for management and oversight of the following:

Operating and Capital Budget Management for all Entities and Funds

• Plan, organize, analyze, monitor and compile the preparation and development of complex capital and operating budget schedules
• Assist with budget projections and tracking revenue and expense trends
• Manage the posting, balancing and reconciliation of the general ledger and subsidiary accounts; ensure all transactions comply with accepted accounting practices
• Manage, direct, develop and review work completed by budget staff
• Work cooperatively and collaboratively with MTC staff and external agencies
• Oversee the preparation of financial reports for all boards and associated committees, attend committee/board meetings, and present reports and make presentations as required and requested
• Develop, analyze and interpret budget policy and procedure, directives, regulations; maintain budgetary records in compliance federal, state and local regulations and requirements
• Develops, recommends, and implements policies and procedures related to operating and capital budget management, including providing primary leadership on developing, maintaining and updating the budget policy and procedures manual.  
• Train relevant stakeholders on the budget process including monitoring and budget amendments
• Recommend budgetary adjustments and develop narrative justification to support unanticipated changes in operations and/or funding to include preparation, analysis and administration of budget transfers and appropriations to/from fund balance; advise on the propriety and legality of using funds for specific purposes
• Determine the propriety and cost effectiveness of funding requests and expenditures through review of budget and accounting transactions and analysis of productivity, workload and program accomplishments, and funding availability 
• Execute and oversee weekly, monthly and/or quarterly reviews such as budget variance analysis, short and long-range forecasting; review and investigation of financial entries, documents, and reports for errors and inconsistencies
• Develop complex financial models utilizing Excel, Business Analytics, trend analysis, proformas, the collaborative process, etc.
• Assist and advise in the preparation and monitoring of the Capital Improvement Program

Grant Management and Reporting Compliance

• Monitor grant programs for required reporting and program compliance
• Coordinates with staff to ensure adherence to grant management workflow processes and that programmatic, fiscal, and regulatory requirements are consistently met 
• Develops, recommends, and implements policies and procedures related to grants management, including providing primary leadership on developing, maintaining, and updating the organization’s Grants Management and Administration Manual
• Develops the organization's annual grants project plan; and assigns and monitors the work of staff engaged in grants management activities, including grant application review and approval, grant award acceptance, budget-to-actual performance, and compliance reviews
• Oversees the development of the Cost Allocation Plan and departmental indirect cost rate proposals; and assists in interpreting the methodology behind the development of indirect cost rates for all departments
• Analyzes and interprets guidelines and funding requirements for grants and other funding sources 
• Performs highly complex analysis, evaluation, and review of grant revenues and expenditures 
• Provides technical assistance to staff and departments in application procedures, post-award approvals, and use of the grants management database(s)
• Acts as a liaison to federal, state, and local grantors/funding agencies
• Coordinate with staff and departments in the preparation, reporting and compliance requirements, and monitoring of the Overall Work Program (OWP) and subsequent amendments and provide to Caltrans, the Federal Highway Administration (FHWA) and the Federal Transit Administration (FTA) for review, comments, and approval

Staff Management and Career Development

• Lead, direct, and develop workplans for budget staff, ensure adherence to the organizations policies and procedures
• Manage and career develop staff, monitor performance, and provide immediate, frequent as well as annual performance feedback, training, and ongoing succession planning
• Manage deliverables and deadline adherence

The Assistant Director will perform other job-related duties as needed or assigned by the section.

HYBRID WORK - Employees may need to be in the office for some assignments/tasks that can only be done onsite or at a designated MTC work assignment location. For this position, onsite presence as required based on in-person meetings or work assignments.

Please click on the Job PDF to view the announcement.

Per the City’s COVID-19 Mandatory Vaccination Policy, the City requires all employees starting on or after February 11, 2022 to provide proof of vaccination as a condition of employment absent a documented medical and/or religious exemption.  Proof of vaccination means that employees are required to be “up-to-date” with regards to the COVID-19 vaccine. Consistent with the Santa Clara County Public Health Order issued on December 28, 2021, "up-to-date" means that employees are required to be vaccinated with the entire recommended initial series of a COVID-19 vaccine (two doses of the Pfizer, Moderna or Novavax COVID-19 vaccine or a single dose of the Johnson & Johnson COVID-19 vaccine).   

Please note that applications are currently not accepted through CalOpps or any other third-party job board application system. To apply, applicants must complete an application via the City of San Jose’s website at http://www.sanjoseca.gov/citycareers. 

The total salary range for the Council Policy & Legislative Director classification is $68,619.98 - $109,791.76 annually. This amount includes an approximate five percent (5%) ongoing non-pensionable pay. The actual salary shall be determined by the final candidates’ qualifications and experience.  

The Mayor serves as the political leader of San José, and under the City Charter, is responsible for recommending policy, program, and budget priorities for the City. The Office of Mayor-elect Matt Mahan is recruiting for a full-time Council Policy & Legislative Director and seeking a highly qualified professional to serve as a member of the Mayor’s Policy Team. The position will work on several priority initiatives, make recommendations, and develop action plans for meeting the Mayor’s policy objectives. Experience and knowledge of public policy in homelessness and affordable housing is highly desirable. Bilingual language skills (Vietnamese, Spanish, and/or Chinese) both oral and written skills are desirable, but not required. 

Responsibilities for the position may include, but are not limited to the following:  

• Leads initiatives within an assigned policy portfolio, with a focus on policies related to affordable housing, homelessness, and neighborhood quality of life. Drives policy priorities through government and legislative process. Research best practices on assigned policy portfolio. 
• Gathers background information relative to issues pending before the City Council, most notably on affordable housing development, homelessness, and matters pertaining to neighborhood quality of life. 
• Drafts routine to complex correspondence, memoranda, and reports which articulate the Mayor’s housing policy initiatives. 
• Prepares or assists in preparation of speeches and talking points for the Mayor. 
• Develops and maintains positive working relationships with council offices, city staff, community organizations, residents, business community, non-profit organizations, and government agencies as they are key partners on policy and as a representative of the Mayor’s Office. 
• Coordinates arrangements for meetings, programs, or other civic functions on behalf of the Mayor. 
• Coordinates projects city-wide with City administration. 
• Attends meetings and community events with the Mayor, requires availability on evenings and weekends. 
• Analyzes a wide variety of materials on assigned projects, programs, and topics. 
• Responds to constituent inquiries and issues, resolves complaints, and interprets operating policies for residents of the community and other interested parties. 
• Attends and represents the Mayor at City-related meetings and activities, meeting with governmental agencies, private industry, and related meetings. 
• Supports committee and commission meetings, including, but not limited to the following: 
  • Neighborhood Services & Education Committee 
  • Community and Economic Development Committee 
  • Housing and Community Development Commission 
  • Planning Commission 
• Conducts public meetings and events on behalf of the Mayor and/or prepare summaries of public and private meetings, reports, memoranda, and other documents for review by the Mayor. 
• Provides support in community engagement efforts with neighborhood, district or city-wide business or community groups or associations and other interested parties regarding community concerns, issues, and priorities. 
• Performs other duties of a similar nature or level as required. 

Employees in this classification are not members of the classified civil service and appointment would be on a contract “at-will” basis and is for a specified period of time to be determined by the appointing Councilmember and does not extend past the end of the elected official's or appointing authority's term. Candidates must be willing to work evenings and weekends on occasion, and as exempt management employees, are not eligible for overtime compensation. This unclassified position requires a disclosure of outside investments, real property interest, income and business positions. 

Per the City’s COVID-19 Mandatory Vaccination Policy, the City requires all employees starting on or after February 11, 2022 to provide proof of vaccination as a condition of employment absent a documented medical and/or religious exemption.  Proof of vaccination means that employees are required to be “up-to-date” with regards to the COVID-19 vaccine. Consistent with the Santa Clara County Public Health Order issued on December 28, 2021, "up-to-date" means that employees are required to be vaccinated with the entire recommended initial series of a COVID-19 vaccine (two doses of the Pfizer, Moderna or Novavax COVID-19 vaccine or a single dose of the Johnson & Johnson COVID-19 vaccine).   

Please note that applications are currently not accepted through CalOpps or any other third-party job board application system. To apply, applicants must complete an application via the City of San Jose’s website at http://www.sanjoseca.gov/citycareers. 

The total salary range for the Council Policy & Legislative Director classification is $68,619.98 - $109,791.76 annually. This amount includes an approximate five percent (5%) ongoing non-pensionable pay. The actual salary shall be determined by the final candidates’ qualifications and experience.  

The Mayor serves as the political leader of San José, and under the City Charter, is responsible for recommending policy, program, and budget priorities for the City. The Office of Mayor-elect Matt Mahan is recruiting for a full-time Council Policy & Legislative Director and seeking a highly qualified professional to serve as a member of the Mayor’s Policy Team. The position will work on several priority initiatives, make recommendations, and develop action plans for meeting the Mayor’s policy objectives. Policy areas of focus may include public safety, housing, homelessness, environment, neighborhood quality of life, land use, or economic development. Bilingual language skills (Vietnamese, Spanish, and/or Chinese) both oral and written skills are desirable, but not required. 

Responsibilities for the position may include, but are not limited to the following:  

• Leads initiatives within an assigned policy portfolio. Drives policy priorities through government and legislative process. Research best practices on assigned policy portfolio. 
• Gathers background information relative to issues pending before the City Council. 
• Drafts routine to complex correspondence, memoranda, and reports.  
• Prepares or assists in preparation of speeches and talking points for the Mayor. 
• Develops and maintains positive working relationships with council offices, city staff, community organizations, residents, business community, non-profit organizations, and government agencies as they are key partners on policy and as a representative of the Mayor’s Office. 
• Coordinates arrangements for meetings, programs, or other civic functions on behalf of the Mayor. 
• Coordinates projects city-wide with City administration. 
• Attends meetings and community events with the Mayor, requires availability on evenings and weekends. 
• Analyzes a wide variety of materials on assigned projects, programs, and topics. 
• Responds to constituent inquiries and issues, resolves complaints, and interprets operating policies for residents of the community and other interested parties. 
• Attends and represents the Mayor at City-related meetings and activities, meeting with governmental agencies, private industry, and related meetings. 
• Conducts public meetings and events on behalf of the Mayor and/or prepare summaries of public and private meetings, reports, memoranda, and other documents for review by the Mayor. 
• Provides support in community engagement efforts with neighborhood, district or city-wide business or community groups or associations and other interested parties regarding community concerns, issues, and priorities. 
• Performs other duties of a similar nature or level as required. 

Employees in this classification are not members of the classified civil service and appointment would be on a contract “at-will” basis and is for a specified period of time to be determined by the appointing Councilmember and does not extend past the end of the elected official's or appointing authority's term. Candidates must be willing to work evenings and weekends on occasion, and as exempt management employees, are not eligible for overtime compensation. This unclassified position requires a disclosure of outside investments, real property interest, income and business positions. 

Per the City’s COVID-19 Mandatory Vaccination Policy, the City requires all employees starting on or after February 11, 2022 to provide proof of vaccination as a condition of employment absent a documented medical and/or religious exemption.  Proof of vaccination means that employees are required to be “up-to-date” with regards to the COVID-19 vaccine. Consistent with the Santa Clara County Public Health Order issued on December 28, 2021, "up-to-date" means that employees are required to be vaccinated with the entire recommended initial series of a COVID-19 vaccine (two doses of the Pfizer, Moderna or Novavax COVID-19 vaccine or a single dose of the Johnson & Johnson COVID-19 vaccine).   

Please note that applications are currently not accepted through CalOpps or any other third-party job board application system. To apply, applicants must complete an application via the City of San Jose’s website at http://www.sanjoseca.gov/citycareers. 

The total salary range for the Council Assistant classification is $58,631.04-$86,620.82 annually. This amount includes an approximate five percent (5%) ongoing non-pensionable pay. The actual salary shall be determined by the final candidates’ qualifications and experience.  

The Mayor serves as the political leader of San José, and under the City Charter, is responsible for recommending policy, program, and budget priorities for the City. The Office of Mayor-elect Matt Mahan is recruiting for a full-time Council Assistant. This position serves as a key member of the policy team for Mayor-elect Mahan, working on several priority initiatives, making recommendations and developing action plans for meeting the Mayor’s policy objectives. 

The position requires an individual with strong and effective organizational skills; ability to handle multiple assignments with competing deadlines; excellent written and oral communications skills, including the ability to develop and maintain collaborative working relationships with community members, neighborhood organizations, key stakeholders, and City staff. Experience and knowledge of public policy is highly desirable. Bilingual language skills (Vietnamese, Spanish, and/or Chinese) both oral and written skills are desirable, but not required. 

Responsibilities for the position may include, but are not limited to the following:  

• Leads initiatives within an assigned policy portfolio. Drives policy priorities through government and legislative process. Research best practices on assigned policy portfolio.
• Gathers background information relative to issues pending before the City Council. 
• Prepares or assists in preparation of speeches and talking points for the Mayor. 
• Develops and maintains positive working relationships with council offices, city staff, community organizations, residents, business community, non-profit organizations, and government agencies as they are key partners on policy and as a representative of the Mayor’s Office. 
• Coordinates arrangements for meetings, programs, or other civic functions on behalf of the Mayor. 
• Attends meetings and community events with the Mayor, requires availability on evenings and weekends. 
• Analyzes a wide variety of materials on assigned projects, programs, and topics. 
• Responds to constituent inquiries and issues, resolves complaints, and interprets operating policies for residents of the community and other interested parties. 
• Attends and represents the Mayor at City-related meetings and activities, meeting with governmental agencies, private industry, and related meetings. 
• Performs other duties of a similar nature or level as required. 

Employees in this classification are not members of the classified civil service and appointment would be on a contract “at-will” basis and is for a specified period of time to be determined by the appointing Councilmember and does not extend past the end of the elected official's or appointing authority's term. Candidates must be willing to work evenings and weekends on occasion, and as exempt management employees, are not eligible for overtime compensation. This unclassified position requires a disclosure of outside investments, real property interest, income and business positions.