FINANCE and BUDGET OFFICER

Description Recruitment Brochure : https://www.sccrtc.org/wp-content/uploads/2026/04/Finance-and-Budget-Officer-Brochure.pdf Under the direction of the Director of Internal Services, the Finance and Budget Officer is responsible for overseeing, planning, organizing and directing the financial operations of the Santa Cruz County Regional Transportation Commission (RTC). Duties include but are not limited to: budgeting, long- term and shortrange fiscal planning, financial analysis and reporting, accounting, audits, revenues and expenses, grant financial control, contracts, payroll and related responsibilities consistent with accepted financial, budget and accounting standards. DISTINGUISHING CHARACTERISTICS This is the management level position within the Finance classification series. This classification is distinguished from lower-level classifications in the Finance Department in that the incumbent is responsible for the day-to-day management of department operations and overall financial governance in support of the agency. Examples Of Duties And Responsibilities The duties listed below represent the various types of work that may be performed. The omission of specific statements of duties does not exclude them if the work is related or a logical assignment to this class. Under the direction of the Director of Internal Services, manages the RTC’s institutional financial affairs. Serves as a member of the management team and establishes and maintains effective working relationships with colleagues within the RTC and professional relationships with external constituencies of the RTC. Develops and implements efficient and effective financial policies, plans and reporting systems to ensure the RTC’s long-term fiscal health. Oversees the planning, development and administration of all fiscal, budget and accounting functions, including: long-term and short-term budgeting, long and short-range fiscal planning and forecasting; revenue management; financial analysis and reporting; investment policy administration; special and general fund accounting; payroll; accounts payable and receivable; and related responsibilities in accordance with accepted and prudent accounting and budgeting standards. Provides active performance management and training of assigned staff. Oversees the development and implementation of fiscal and budget policies, procedures, systems and related initiatives consistent with prudent accounting standards and the operational standards of the RTC, subject to the oversight of the Director of Internal Services and the Executive Director. Ensures that RTC has adequate funding to meet ongoing and project commitments. Prepares internal financial statements and presents data to the RTC Board. Manages RTC’s financial statements and year-end processes, ensuring that the information is current, timely and accurate. Manages, monitors and tracks major revenue sources TDA, RSTPX, and Measure D) and revenue billings. Responds or directs the response to inquiries from beneficiaries and claimants. Establishes and updates accounting systems and internal controls. Set up and maintain distribution and revenue tracking schedules, job costing reports, and quarterly billing schedules. Provides fiscal guidance and reports to staff, including explaining policies, providing contract balances and project line-item expenditures, and responding to questions about budget balances. Serves as liaison with auditors by preparing and providing documents; answering questions; drafting responses to audit findings; assisting in the preparation of the Management Discussion and Analysis (MD&A) draft audit report; and preparing the staff report for presentation to the RTC Board. Issues or directs the issuance of RFPs, reviews proposals, and general contract administration. Performs other duties as may be assigned. EMPLOYMENT STANDARDS Knowledge Of Principles and practices of accounting, auditing, budgeting, financial controls and reporting, and financial analysis, including Government Accounting Standards and special/general fund administration, payroll and benefit administration and investment policy. Auditing principles, practices, and procedures. State and federal requirements and fiscal management operations for a transportation planning agency. Data processing applications, including Vanguard OneSolution and Microsoft Word and Excel. Principles of effective supervision, training, and personnel management. Principl