Under direction, performs a variety of professional grants development planning and analysis duties to maintain general accounting, budget, and cost systems; ensures compliance with applicable legal, regulatory, or grant funding requirements, including ensuring funds are expended in a manner consistent with the rules and regulations; develops, prepares and submits a variety of financial statements and reports, including developing scopes, schedules and budgets; supports the development of grant agreements; manages grant funding for the District’s operating and capital programs, including representing the District with staff from outside agencies; and performs related duties as assigned. 

SUPERVISION RECEIVED AND EXERCISED

Receives direction from assigned supervisory or management personnel. Exercises no direct supervision over staff.

CLASS CHARACTERISTICS

This classification is responsible for independently performing professional level duties in support of the District’s federal and state grants funding development and compliance program and budget development and administration. Incumbents at this level receive increasingly difficult assignments, projects, and analyses, requiring the use of discretion and independent judgment in performing assigned work, and possess full and thorough knowledge of the concepts, practices, procedures, and policies of assigned areas of responsibility. Assignments are given with general guidelines and positions are responsible for establishing objectives, timelines, and methods to deliver work products or services. Work is typically reviewed upon completion for soundness, appropriateness, and conformity to policy and requirements.

EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only)

Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the typical functions of the job.

• Serves as financial point of contact for all grant awards; develops, prepares, and submits financial reports to granting agency; prepares all invoice documentation consistent with applicable requirements, and may draft closeout of awards as needed.
• Coordinates the District’s response to federal and state grant funding requirements; ensures agency compliance with management reviews including Federal Transit Administration triennial review, Federal Railroad Administration periodic program management reviews, and state and regional reviews; compiles and prepares a variety of grant funding and expenditure documents.
• Participates in developing the annual operating and capital budgets; assists in coordinating the budget process and ensures timely submission of requests; formulates, prepares, and communicates budget completion schedules, calendars, and deadlines; assists in preparing the annual budget book.
• Monitor capital costs and expenditure patterns to predict areas of financial concern and possible budget surplus and deficits; prepares any necessary staff reports and resolutions for approval for capital and operating grant funds.
• Prepares and submits a variety financial statements and reports including grant forms and applications as needed to granting agencies; ensures compliance with applicable legal, regulatory, and grant funding requirements, including ensuring funds are expended consistent with rules and regulations.
• Writes grant agreements and memoranda of understanding between the District and funding agencies for secured grant funds awarded to SMART.
• Performs various financial analysis, including revenue and expenditure projections and forecasting, analysis of expenditures, cash flow analysis, and grant funds disbursement; reviews budgetary information related to contracts and agreements; enters and tracks information in contract management system.
• Coordinates with District staff, vendors, and contractors to ensure that key deliverables are met and properly accounted for; verifies invoicing reflects current contract and task order scope of works, rates, and contracting language; tracks and logs data for grant funding record keeping requirements.
• Maintains online access of accounts for federal awards and completes all mandatory training to remain compliant with grant requirements.
• Provides responsible staff assistance to management; prepares and proofreads a variety of technical reports, letters, memoranda, correspondence, and other written materials; composes correspondence and reports related to assigned area of responsibility; develops, designs, and produces charts, graphs, presentations, and spreadsheets.
• Prepares and presents financial and budget reports, analyses, and documents, including a variety of statistical analysis and recommendations.
• Reviews prevailing wage and certified payroll documentation, stays abreast of and complies with any new or existing local, state, and federal policies and requirements in this subject area.
• Responds to information requests for historical funding and contract data; compiles data and organizes reporting for a variety of programs, including Disadvantaged Business Enterprise Program.
• Represents the District in meetings with members of other public and private organizations, contractors, and the public; may prepare and conduct presentations for a variety of audiences.
• Stays abreast of changes in federal, state, and local regulations pertaining to the administration of grant funds and public sector budgeting; understands and applies the various rules and regulations associated with each funding source.
• Adheres to all required safety procedures and programs.
• Performs related duties as assigned.