FINANCIAL ANALYST II

Job Description

*THIS POSITION WILLL BE POSTED UNTIL A VIABLE POOL OF CANDIDATES HAS BEEN ESTABLISHED

SUMMARY

Works in close collaboration with the manager to develop the ten-year capital plan for the Authority
Coordinates various aspects of the operating and capital budgets
Provides lifecycle analysis and other financial analysis relating to individual capital projects
Supports the development, operation, and maintenance of financial forecast models
Collaborates with senior level staff on matters related to MARTA's debt structure and analysis, commercial paper program, sales tax bonds issuances and refunding, lease/purchase decisions and other short-term financing alternatives
Provides analysis of the Authority's fuel purchases and hedging strategies
Performs cash management duties including daily position determination and long-range cash flow forecasting
Conducts technical analysis and prepares reports, presentations and briefings for executive management
Prepares special studies and serves on the Technical Evaluation Teams (TETs) for large contracts
May represent the manager during meetings with internal and external customers.

ESSENTIAL DUTIES and RESPONSIBILITIES

1
Works in close collaboration with the manager for the development of the annual capital budget and adopted ten-year capital plan; and prioritization of projects and initiatives to be undertaken by the Authority
Works with the finance team to identify funding strategies including the methods and sizing of the issuance of debt.

2
Performs lifecycle cost analysis and other financial analysis of individual capital projects
Prepares presentations and analysis and supports the manager in the preparation of reports for senior management and the Board of Directors
Compiles the annual capital budget book.

3
Responsible for the operation and maintenance of financial forecasting models in support of the operating and capital programs
These models are also used in analyzing future bus, rail, facility, maintenance, and expansion projects.

4
Develops and supports the preparation of annual CIP and 10-year forecast, mid-year budget update and regular budget analysis, monitoring and reporting on individual project budgets and schedules to a variety of stakeholders including the MARTA Board of Directors, Executive Management, Project Sponsors, Project Owners, Portfolio Managers, Project Managers, Resident Engineers, and External Stakeholders.

5
Responsible for the day-to-day administration of the MARTA's commercial paper program
This responsibility includes direct coordination with remarketers in New York in setting maturities, interest rate thresholds, and program strategies
Coordinates program status with the Senior Financial Analyst to identify impacts to the debt service funds held in trust by MARTA's corporate trustee.

6
Analyzes, monitors, and reports on financial issues such as debt management (commercial paper, bond issues, short-term financing, and other borrowing structures), cost containment and avoidance, lease/purchase analysis and fuel hedging strategies
In conjunction with financial advisors assists in evaluating proposals from investment bankers involving bond refunding, financial derivative products, and innovative finance techniques, and makes recommendations to management.

7
Works in collaboration with the Manager of Cash to monitor the Authority's daily cash position, control cash balances on deposit at financial institution, short term investments including overnight and/or term money market investment for the Authority in accordance with the MARTA Act, Georgia Code, and Investment Guidelines
Ensures excess cash is temporarily invested in short-term, liquid instruments until they can be re- invested at higher return or utilized for operations or capital project expenditures with minimal risk to principal.

8
Participates in special studies with diverse scopes (e.g., comprehensive development of highly technical Requests for Proposals (RFP's) for financial derivative transactions and subsequent management of RFP process with analysis of the Authority's fuel purchase strategies, contracts and processes).

9
Serves on management's behalf on Technical Evaluation Teams (TETs) for major contracts of the Authority.

10
Performs other related duties as assigned.

NOTE: Consequences of inappropriate decisions or unsatisfactory performance in performing previously defined responsibilities may lead to the loss or misappropriation of millions of dollars for the Authority.

SAFETY RESPONSIBILITIES

Follow the work practices and standard operating procedures for this position
Use and/or wear the appropriate equipment, protective devices or clothing that MARTA requires
Report health and safety concerns related to performing the duties of your job to supervisors and report any on-going/unresolved health and safety concerns to the Joint Health and Safety Committee (JHSC) co-chair, JHSC representative or safety representative.

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 knowledge, skill, and/or ability required
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

Bachelor's degree in finance or related field and 3 years of directly related job experience required
Must have demonstrated experience and knowledge of finance, analysis techniques, forecasting and modeling
Must be able to develop technical forecasts, computer models and analyze all aspects of the Authority's capital and operating programs
Must have knowledge and understanding of MARTA's finances as they pertain to local jurisdictions (i.e
Fulton, Dekalb, Atlanta, Gwinnett, Clayton, GADOT, ARC and GRTA)
Master's degree preferred
In lieu of degree, directly related experience may be substituted on a year-for-year basis.

LANGUAGE SKILLS

Ability to read, analyzes, and interprets general business periodicals, professional journals, technical procedures, or governmental regulations
Ability to write reports, business correspondence, and procedure manuals
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the

general public.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
Ability to apply concepts of basic algebra and geometry
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

REASONING ABILITY

Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

COMPUTER SKILLS

This position requires extensive and advanced use of a computer to perform development, modeling, analytical and daily office functions
The most specialized skills include developing, operating, and maintaining financial computer models
Additionally, the use of Oracle Grants, Projects, Power BI, Hyperion, Discoverer and Financials is preferred
Knowledge of Microsoft Office applications is essential with an exceptional ability in the use of Microsoft Excel.

OTHER SKILLS AND ABILITIES

Must have extensive planning skills to:

1
Assists in setting schedules in the Office of Program and Contract Management.

2
Works with operations to develop and update the Bus Fleet Management Plan.

3
Provides financial analysis on proposed MARTA expansion projects.

OTHER QUALIFICATIONS

Must be capable of making administrative, contractual, project and budget decisions and recommendations
Primary decisions involve project teams like TET where the incumbent has significant input on recommendations to the SEC and the CEO Team
Must be able to take the lead in conducting due diligence for transactions such as rail line leases
This requires coordination with multiple offices
Must be capable of making recommendations that are often the basis for decisions made by the Manager, Director, AGM, CEO and Board of Directors.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job
Work is ordinarily performed in a standard office environment.

AMERICANS WITH DISABILITIES ACT

If you are a qualified individual with a disability, you have the right to request that MARTA make reasonable accommodations in order to help you accomplish your work, which must still be performed in all its essential functions.

MARTA is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.