Manager of Capital Reporting

At the MBTA, we envision a thriving region enabled by a best-in-class transit system. Our mission is to serve the public by providing safe, reliable, and accessible transportation. MBTA’s core values are built around safety, service, equity, and sustainability and each employee that works for the MBTA performs their roles based on our vision, mission, and values. This includes attendance, participation, and contribution in local safety committee meetings as needed.

Job Summary

The Manager of Capital Reporting is a critical position reporting to the Director of Capital Finance Reporting & Analysis. The Manager of Capital Reporting & Analysis will be responsible for the financial reporting on the MBTA’s $9 billion five (5)-year Capital Investment Plan (CIP) and will develop reports and dashboards to monitor capital projects and financial KPIs.

This position will be responsible for developing and preparing reporting, analytics, and metrics for relevant stakeholders, including the MBTA board of directors and senior management. This position will meet with project teams to review monthly actual capital spend vs. projected capital spend and develop effective partnerships inside the department and across the MBTA. This position will also be crucial in the development of proactive financial reporting using data analysis tools such as python and SQL.

Duties & Responsibilities

• Work with the Director and finance teams on the monthly, quarterly, and annual capital project and capital program reporting (e.g., CIP plan vs actuals analysis; capital spend by funding source, grant, and project; current capital commitments; capital payroll and headcount, budget to actual analysis of the MBTA’s cost allocation plan).
• Work with budget analysts to perform monthly departmental reviews for all capital projects. Help create and manage financial key performance indicators (KPIs) to assist in goal setting and tracking.
• Assist with the quarterly project cash flow projections process; send out communications, administer data collection from departments and ensure accurate upload of the data to the capital financial system.
• Responsible for developing and delivering new reports utilizing data analytics tools such as Python, R, and SQL to drive informed decision-making.
• Manage the annual headcount budget process; develop guidelines, create budget templates, review department submissions, and prepare presentations to Sr. Leadership.
• Manage the headcount approval process for new requests and backfills and represent Capital finance at the Position Control Board (PCB).
• Assist in the preparation of the annual National Transit Database (NTD) reporting to the FTA.
• Collaborate on the development of Tableau dashboards to make data more accessible and drive insights and decision making.
• Participate in ERP upgrade, and integration of the MBTA's ERP system with the MBTA's Project Management Information System (currently under development).
• Work closely with many departments across the MBTA, including procurement, legal, finance/ accounting, capital delivery and vehicle engineering as well as with outside consultants.
• Identify, communicate, and recommend options for improved organizational efficiency.
• Perform all other duties and tasks that may be assigned.
  
  
  

Supervision

• Analysts both directly and indirectly
  
  
  

Minimum Requirements & Qualifications

• Bachelor's degree from an accredited institution in finance, government, business, economics, engineering, or related field.
• Five (5) years of progressively responsible experience in financial operations, business analysis, administration and/or operations management.
• (2) Years experience creating reporting using SQL or R/Python and using the results to support data-driven decision-making processes.
• One (1) year supervisory/lead experience.
• Experience with financial reporting. Demonstrated ability to influence decision-making.
• Organization skills and ability to multitask (work on several projects at once).
• Ability to progressively elaborate on high-level business processes to define and document supporting standards and procedures.
• Ability to collaborate with a variety of internal and external stakeholders.
• Expert skills with Microsoft Office including Excel, PowerPoint.
• Ability to use Tableau, Access and Other Database applications.
• Interpersonal skills necessary to manage sensitive and confidential issues with a demonstrated ability to interact with employees at all levels.
• Effective organizational, analytical, quantitative, multi-tasking, and time management skills.
• Excellent communication and presentation skills.
• Have excellent customer service and conflict resolution skills.
• Ability to travel to locations throughout the MBTA’s service area.
• Commitment to MBTA’s diversity and inclusion goals.
• Ability to work effectively with a diverse workforce.
  
  
  

Substitutions Include

• A High School Diploma or GED with an additional seven (7) years of directly related experience substitutes for the bachelor’s degree requirement.
• An associate degree from an accredited institution with an additional three (3) years of directly related experience substitutes for the bachelor’s degree requirement.
• A master’s degree in a related subject substitute for two (2) years of general experience.
• A nationally recognized certification, or statewide/professional certification in a related field substitutes for one year of experience.
  
  
  

Preferences Include

• Master's degree in accounting, finance, business or public policy from an accredited institution.
• Demonstrated experience coordinating with IT department on data management systems and oversee development and implementation of dashboards.
• Experience with PeopleSoft, Tableau, Access, and Infomaker are a plus.
• Transit Industry experience.
• Experience with grant accounting and reporting.
• Experience in government finance.
  
  
  

Job Conditions:

• Ability to effectively read, comprehend, communicate, and respond to instructions, orders, signs, notices, inquiries, etc. in English.
• Ability to commute to assigned work locations in the Boston, MA metro area, as required by the role.
• Ability to provide internal and external customers with courteous and professional experiences.
• Ability to work effectively independently and as part of a team (or supervise, if required).
• Ability to uphold the rights and interests of the MBTA while building and maintaining effective relationships with employees and co-workers.
• Ability to adhere to rules, regulations, collective bargaining agreements (if applicable), and policies of the MBTA, including the EEO, anti-discrimination, anti-harassment, and anti-retaliation policies.
• Have a satisfactory work record for the two (2) years immediately prior to the closing date of this posting (unless if current student or recent graduate), including overall employment, job performance, discipline, and safety records (infractions and/or offenses occurring after the closing of the posting and before the filling of a vacancy may preclude a candidate from consideration for selection).
• Ability to pass a Criminal Offender Record Information (CORI) check, comprehensive background screening, and / or medical Clinic screening, potentially including a physical examination and drug and alcohol screenings.
• Ability to work all shifts and / or locations assigned, directed, or necessary for this position, including (for some transit / operations roles) up to twenty-four (24) hours per day, seven (7) days per week as necessary to accommodate severe weather conditions, emergencies, or any other circumstances that may potentially impact service or the safety of service.
• Intern / co-op staff must be enrolled full or part-time in an accredited educational program and maintain a cumulative GPA of at least 2.5 for the entire duration of the internship / co-op.
  
  
  

Disclaimers and Definitions:

• General Disclaimer: The statements contained in this job description are intended to describe a summary, general nature, and complexity of typical job functions and do not represent an exhaustive list of all duties, tasks, and responsibilities required of staff assigned to this position.
• Application Completion: It is each applicant’s responsibility to ensure application details are entered completely and correctly, including updated work and education histories (past and current). Incomplete applications may not be considered. Attachments do not substitute for application fields. Recruitment team does not have access to existing employee data / history.
• Application Deadlines: Applicants should apply as soon as possible, as the MBTA may stop considering applicants after a sufficiently large applicant pool is established.
• Work Environment: The physical demands and work environment characteristics described here-in are representative of those an employee may encounter while performing the essential functions of this job. Reasonable accommodations can be made to enable individuals with disabilities to perform essential functions. See job description for role-specific requirements.
• Work Eligibility: Although the MBTA is an Equal Opportunity Employer, all employees must be legally authorized to work in the United States for any employer and on an unrestricted basis (the MBTA does not sponsor non-US citizens). However, if you have an unrestricted work authorization, or sponsored by a separate entity, you are welcome to apply for open positions. International students taking part in CPT / STEM / OPT programs through a university are eligible for internships and co-ops with the MBTA. In compliance with federal law, all persons hired will be required to complete a Form I-9 to verify their identity and eligibility to work in the U.S.
• Interviews: Candidates should ensure they arrive on time, are prepared, can remain for the duration, and if remote, are in a quiet place without distraction, for the interview. Candidates who do not attend their interview without advance authorization, including an email confirmation of a rescheduled time/date from Human Resources, will be considered a no-show and disqualified from consideration for the position. Related to rescheduling, on a one-time basis, and due to something emergent, you may be allowed to reschedule the interview. In addition, Human Resources may require documentation supporting the request. However, should you need to reschedule, you will need to contact your Recruiter directly by email.
• Safety Sensitive Positions: Employees working in this classification will be subject to periodic physical examinations plus random drug and alcohol testing.
• On-call or 24/7 Positions: Employees working in this classification must be available to respond to page / text / call and report to work as determined by assigned department or the Authority.
• Essential / Emergency Staff: During declared "states of emergency," employees working in this classification are required to report to work for their assigned work hours or as directed by management.
• ADA Accommodations: The MBTA makes reasonable accommodations for applicants with disabilities. If you require an accommodation during this process, please contact the MBTA's ADA Unit at 617-222-5751 or hradaaa@mbta.com .
• Diversity, Equity, and Inclusion: The MBTA is an Equal Employment Opportunity Employer . For terms, descriptions, and definitions related to diversity, equity, inclusion, veteran status, and immediate family members that you may find on the application form, please visit mbta.com/careers-app-definitions .