DEPUTY EXECUTIVE OFFICER, FINANCE (SALESFORCE)

Job Description:

DEPUTY EXECUTIVE OFFICER, FINANCE (SALESFORCE)

Description

Metro’s mission is to provide a world-class transportation system that enhances the quality of life for all who live, work, and play within LA County.

Description

Plans, directs, and manages assigned programs/activities of Metro's financial operations, including Budget, Treasury, Accounting, Local Programming, TAP (Transit Access Pass), and/or budget-related activities for Measure R projects and programs; develops and implements financial policies for Metro with the intent of ensuring financial compliance and efficient and effective use of available financial and human capital. The Deputy Executive Officer will oversee multiple Salesforce projects from inception to completion while playing a vital role in the structuring of various TAP projects such as overseeing all aspects of project management, including developing and executing comprehensive project plans, including timelines, milestones, and resource allocation, to ensure successful project delivery within scope, budget, and timeline constraints.

Examples of Duties

• Establishes budget goals and major priorities for assigned program area(s)
• Directs the daily operations of assigned area(s) in accordance with established policies, procedures, processes, and applicable laws and regulations
• Coordinates with various Metro departments on major initiatives and projects
• Directs the preparation of comprehensive studies, evaluations, cost estimates, and reports needed to support Metro's Board of Directors' policy decisions
• Develops performance measurements and implementation strategies to ensure program and agency objectives are achieved
• Utilizes technology to monitor and analyze all operating and capital expenditures to identify budget variances and forecast future costs
• Creates and oversees the implementation of various statistical models to forecast key cost drivers and resource requirements for Metro's operating, capital, or subsidy budgets
• Directs or provides necessary and appropriate input to the annual preparation of budget instruction manual to guide departments when developing fiscal year budget
• Prepares or directs the preparation of a budget document or other related material(s) to support adoption by Metro's Board of Directors
• Administers various financial software or database programs to support and ensure the accuracy of Metro's financial information system and ongoing operations
• Utilizes technology to create new analytical tools to provide departments with more accurate financial management and/or budgeting techniques
• Gathers or reviews capital project requests in order to identify funding sources and strategies and/or make recommendations for debt financing and capital program inclusion in adopted budget
• Serves as an intra-/inter-departmental resource to support and provide sound financial management practices, policy guidance, and development within Metro; develops support staff team to implement financial policies and procedures
• Interacts with external agencies and citizen/business stakeholders to ensure proper coordination and implementation of adopted Metro policies, funding allocations, or program requirements
• Directs the work of consultant engagements related to banking, debt management, software implementations, technology changes, pension administration, or other areas specific to assigned responsibilities
• Responds to and leads corrective action as appropriate on any audit recommendations within assigned area
• Develops, directs, and presents periodic reporting to executive management, Metro's Board of Directors, committees, and outside agencies
• Briefs executive staff and Metro's Board of Directors on financial analysis results, as necessary
• Chairs and participates in various committees and task forces
• Directs the conducting of special studies and analyses at the direction of executive staff and Metro's Board of Directors, including reports of findings and recommendations
• Directs the development, implementation, and monitoring of short- and long-range goals, objectives, budgets, schedules, and strategies
• Makes recommendations that effect financial and personnel resource usage control
• Supervises, trains, mentors, and motivates assigned staff
• Maintains, supports, and promotes a safe work environment while complying with all of Metro's safety rules, policies, and procedures
• Contributes to ensuring that the Equal Employment Opportunity (EEO) policies and programs of Metro are carried out
  
  May be required to perform other related job duties
  

Minimum Qualifications

A combination of education and/or experience that provides the required knowledge, skills, and abilities to perform the essential functions of the position. Additional experience, as outlined below, may be substituted for required education on a year-for-year basis. A typical combination includes:

Education

• Bachelor's Degree in Business Administration, Accounting, Finance, or a related field; Master's Degree in a related field preferred
  

Experience

• Five years of relevant senior management-level experience managing investments, revenue, capital and/or operating budget, accounting, or related financial administration area(s)
  

Certifications/Licenses/Special Requirements

• Treasury Department incumbents must be bondable
  
• Certified Public Accountant (CPA) or Certified Public Finance Officer (CPFO) preferred
  
• A valid California Class C Driver License or the ability to utilize an alternative method of transportation when needed to carry out job-related essential functions
  

Preferred Qualifications
Preferred Qualifications (PQs) are used to identify relevant knowledge, skills, and abilities (KSAs) as determined by business necessity. These criteria are considered preferred qualifications and are not intended to serve as minimum requirements for the position. PQs will help support selection decisions throughout the recruitment. In addition, applicants who possess these PQs will not automatically be selected.

The following are the preferred qualifications:

• Experience designing and implementing complex Salesforce solutions, including data models, integrations, and custom developments across multiple clouds (e.g., Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud).
• Experience integrating Salesforce using various approaches such as Representational State Transfer (REST)/ Simple Object Access Protocol (SOAP), Application Programming Interface (API) Platform Events, Middleware (e.g., MuleSoft), and handling data synchronization across different systems.
• Experience building and customizing Lightning Web Components (LWC) and Aura Components, with an understanding of performance optimization and best practices.
• Experience managing development pipelines using Salesforce DX, Git, Jenkins, or similar tools, ensuring automated deployments and version control within Salesforce projects.
• Experience in data modeling, migration, and handling large datasets within Salesforce while managing data security, sharing rules, and compliance considerations (General Data Protection Regulation and California Consumer Privacy Act).

Essential Knowledge

Knowledge of (defined as a learned body of information that is required for and applied in the performance of job tasks)

• Theories, principles, and best practices of capital and operating budgeting, public finance, generally accepted accounting principles (GAAP), financial controls and financial information systems, and investment management
• Applicable, local, state and federal laws, rules, and regulations governing budgeting, funding, and the financial operations of a public transportation agency
• Financial modeling, forecasting/estimating, research, and analysis
• Administrative methods, including goal setting, budget development and implementation, forecasting, and funding sources
• Current financial and database management software, such as Oracle Database and Financials, and Microsoft Office Suite applications
• Modern management theory

Skill in (defined as the proficient manual, verbal, or mental utilization of data, people, or things)

• Directing the overall operations of major financial functions
• Determining strategies to achieve goals
• Writing, establishing, and implementing public finance policies and procedures, including providing supporting documentation
• Analyzing situations, identifying problems, recommending solutions, and evaluating outcomes
• Exercising sound judgment and creativity in making decisions and offering multiple mitigating options
• Communicating effectively orally and in writing
• Preparing complex comprehensive reports and correspondence
• Interacting professionally with various levels of Metro employees, Board of Directors, elected officials, and outside representatives
• Directing, recruiting, training, mentoring, motivating, and retaining assigned staff

Ability to (defined as a present competence to perform an observable behavior or produce an observable result)

• Compile, analyze, and interpret complex data
• Collaborate with professionals from different professional disciplines
• Recognize when variables/circumstances/policy objectives have changed and ensure work processes are appropriately adjusted to accommodate
• Understand, interpret, and apply laws, rules, regulations, policies, procedures, contracts, budgets, and labor/management agreements
• Represent Metro before elected officials and the public
• Plan financial and staffing needs
• Read, write, speak, and understand English

Special Conditions

The physical demands described are representative of those that must be met by the employee to successfully perform the essential functions of this job. Metro provides reasonable accommodation to enable individuals with disabilities to perform the essential functions.

Working Conditions

• Typical office situation
  
• Close exposure to computer monitors and video screen
  

Physical Effort Required

• Sitting at a desk or table
  
• Operate a telephone or other telecommunications device and communicate through the medium
  
• Type and use a keyboard and mouse to perform necessary computer-based functions
  
• Communicating through speech in the English language required
  

(JC)

Metro is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, ancestry, national origin, gender, marital status, sexual orientation, religion, age, veteran status, or disability. Learn more about Metro’s Equal Employment Opportunity Program . Metro does not deny participation in the application process to anyone with prior justice system involvement, in line with Fair Chance hiring practices.

Selection Procedure

Applicants who best meet job-related qualifications will be invited to participate in the examination process that may consist of any combination of written, performance, or oral appraisal to further evaluate job-related experience, knowledge, skills and abilities.

Application Procedure

To apply, visit Metro's website at www.metro.net and complete an online Employment Application.

Computers are available to complete online Employment Applications at the following Metro location:

METRO Headquarters, Employment Office
One Gateway Plaza
Los Angeles, CA 90012

Telephone: (213) 922-6217 or persons with hearing or speech impairments can use California Relay Service 711 to contact Metro.

All completed online Employment Applications must be received by 5:00 p.m. on the closing date. Late applications will not be considered.

*Open to the public and all Metro employees

This job bulletin is not to be construed as an exhaustive list of duties, responsibilities, or requirements. Employees may be required to perform other related job duties.

Closing Date/Time: 11/15/2024 5:00 PM Pacific

Salary:

$149,115.20 - $224,744.00 Annually