Manager of Budget and Finance

Manager of Budget and Finance
Sonoma-Marin Area Rail Transit Finance Department
 Petaluma, California
Job Description


Under general direction, coordinates and manages the overall SMART budget processes, including the development of policy recommendations, budget preparation instructions, and guidelines; conducts the full range of complex studies and analysis related to budget development, and management; assists the Chief Financial Officer in the development of revenue forecasts, the strategic plan, expenditures plan, and short-range transit plan; provides highly complex and responsible support to the Chief Financial Officer in areas of expertise; and performs related work as required.


This is a management classification that manages the District’s operating, project and capital budgets and oversees day-to-day financial processing, reporting, and record-keeping activities. Responsibilities include performing diverse, specialized, and complex work involving significant accountability and decision-making responsibility. Successful performance of the work requires an extensive professional background as well as skill in coordinating departmental work. This class is distinguished from the Chief Financial Officer in that the latter has overall responsibility for all functions of the Finance Department and for developing, implementing, and interpreting public policy.

Duties and Responsibilities include, but are not limited to the following:

Class specifications are intended to present a descriptive list of the range of duties performed by, and minimum requirements required of, employees in the class. Specifications are not intended to reflect all duties performed within the job. SMART reserves the right to determine amend job responsibilities.

  • Plans, organizes, and manages overall programmatic activities in the areas of budgeting, financial management and reporting.
  • Selects, trains, motivates, and evaluates assigned personnel; provides or coordinates training, works with employees to correct deficiencies; provides corrective action; recommends discipline to Chief Financial Officer.
  • Develops and implements unit goals, objectives, priorities, internal controls, policies, and procedures, and communicates to employees; coordinates work schedules to ensure coverage and deadlines are met.
  • Recommends, implements, and monitors improvements to service delivery methods and procedures; creates, establishes, revises, and maintains written procedures and job instructions.
  • Manages the development, administration, and oversight of the annual budget for SMART; tracks the adopted budget and prepares periodic budget revisions as needed for submission to the Board of Directors.
  • Develops reporting for monitoring expenditures and variances between budgeted and actual expenditures.
  • Monitors expenditures, revenues, budget allocations, and contracts to determine project financial status; verifies availability of funds; monitors special fund compliance requirements.
  • Develops and designs processes, procedures, and tools for analysis of SMART’s budget for use in determination of fund status, trends, projections, contract negotiations, etc.
  • Recommends strategy to maintain the fiscal integrity of SMART.
  • Assists the CFO in forecasting revenues and preparation of short-term and long-term financial plans such as: the capital plan, strategic plan, expenditure plan, and short-range transit plan.
  • Monitors capital and project budgets for timely expenditure of funds, reporting, and compliance with federal and state requirements.
  • Manages grant processes including but not limited to: grant compliance, tracking, quarterly reporting and billings for both federal and state grants.
  • Assists in the development, implementation, and maintenance of SMART’s asset management plan.
  • Develops and standardizes procedures and methods to improve and continuously monitor the efficiency and effectiveness of assigned programs, service delivery methods, and procedures; assesses and monitors workload, administrative and support systems, and internal reporting relationships; identifies opportunities for improvement and makes recommendations to the CFO.
  • Participates in the development, revision, and maintenance of policy and procedure manuals governing fiscal matters; monitors financial procedures of all departments; ensures that necessary corrective actions are taken.
  • Interprets and provides information to all departments regarding financial policies and procedures.
  • 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;
  • Conducts a variety of organizational studies, investigations, and operational studies; recommends modifications to assigned programs, policies, and procedures, as appropriate.
  • Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of public agency finance and accounting; researches emerging products and enhancements and their applicability to organizational needs.
  • Monitors changes in regulations and technology that may affect assigned functions and operations; implements policy and procedural changes after approval.
  • Receives, investigates, and responds to difficult and sensitive problems and complaints in a professional manner; identifies and reports findings and takes necessary corrective action.
  • Performs other duties as assigned.