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Transit Accounting Manager #2206-201100-01

Senior Manager of Financial Planning & Budgets

Date Opened
Wednesday, June 08, 2022 5:17 PM
Close Date
Tuesday, August 09, 2022 3:32 PM
Charlotte Area Transit
  • $97,698 - $108,553
Employment Type
  • Full Time


The City of Charlotte is the largest municipality in North Carolina and the 17th largest city in the United States, with a total population of more than 872,498 citizens. A major commerce center, Charlotte hosts several of the nation’s largest banks and technology companies.

Also known as the Queen City, Charlotte is home to the Carolina Panthers, the Charlotte Hornets and the NASCAR Hall of Fame. We work hard to ensure that the community will be a winning city for everyone – a truly remarkable place to live, work, learn and play. Join us in helping to keep our City thriving, ensuring upward mobility and advancement in the workplace.


The Senior Manager of Financial Planning and Budgets serves as primary budget officer of a department or major division.  Analyzes, prepares and monitors a large, complex operating and CIP budget, reviews budget requests and objectives with supervisors, formulates budget proposals and projections and supervises the monitoring and implementation of budget including approval of expenditures and charges and management of grants.


This is a management position reporting to the Deputy Director of Transit/CFO.  The position plans, organizes, and supervises the administrative staff responsible for financial/budget management; oversees grant administration; serves as the lead budget officer for financial systems, budgets, policy and procedure, analyzes transit program planning and capital budgets; reviews budget requests and ensures compliance with financial objectives and budgets.

Major Duties and Responsibilities

  • Prepares, develops, and manages CATS’ grant proposals and applications to meet short term and long-term operating and capital requirements
  • Prepares, develops, and monitors a Five-Year Capital Investment Plan and budget
  • Oversees the preparation, review, completeness, and accuracy of Financial Status Reports (FSRs) and Quarterly Progress Reports (QPRs) for timely submission to Federal Transit Administration (FTA)
  • Develops and maintains a Grant Status Database/Report to provide updates on grant funded projects and activities
  • Coordinate CATS’ Triennial Review process working with CATS’ Division Managers and other staff as needed
  • Plans, directs and supervises assignments of subordinate personnel performing a variety of support activities.
  • Implements personnel policies and procedures.  Supervises and coordinates personnel transactions affecting departmental/divisional personnel; coordinates hiring and termination of personnel
  • Identified operational or policy problems, collects, analyzes and prepares staff recommendations including solutions and methods of implementation; prepares council agendas
  • Conducts special studies as assigned, including evaluating effectiveness and usefulness of customer service policies department/division operational procedures, technical equipment specifications.
  • Directly support continuous implementation and compliance of the North Carolina Department of Transportation (NCDOT) State Safety Oversight Program Standards (SSOPS) and Federal Transit Administration (FTA) regulations 49 CFR Part 673 and 672 related to the Safety Management System (SMS) and the CATS Agency Safety Plan (ASP). Support Safety performance goals of CATS.
  • Advocate and promote a strong safety culture within CATS with regard to transportation services, capital programs, facility operations and maintenance, worksite procedures, employees, and customers following SMS and ASP. 
  • Participate in internal and external ASP audits.
  • As part of your responsibility to support the CATS Safety Culture, report safety concerns and issues through the various methods established by CATS as outlined in the ASP.
  • Encourage employees to proactively support and report safety concerns following the CATS Safety Reporting options as described in your training and in the ASP.
  • Performs related duties as required

Knowledge, Skills & Abilities

  • Considerable knowledge of the principles and practices of municipal and business administration.
  • Considerable knowledge of research methods and techniques
  • Considerable knowledge of principles and practices of budget preparation and administration, and personnel administration
  • Knowledge of city and other governmental financial reporting and accounting procedures, or the ability to acquire such knowledge during a reasonable period of training
  • Ability to apply administrative and support services to the effective development, management, and evaluation of department programs
  • Ability to analyze management and financial reports; discern trends and apply analytical techniques.
  • Ability to analyze administrative problems to make sound recommendations as to their solutions and to prepare working procedures and reports
  • Ability to plan, direct and supervise the work of subordinates
  • Ability to establish working relationships with other departments, public officials and the general public.
  • Ability to communicate effectively both orally and in writing

Preferred Qualification

  • Master's degree with major course work in Accounting, public or business administration, or a field related to department’s operation.  
  • Five years of experience in financial management plus considerable experience in management and administration involving staff and support service functions.

Minimum Qualifications

  • Bachelor’s degree with major course work in Accounting, public or business administration, or a field related to department’s operation.  
  • Fiver years of experience in financial management plus considerable experience in management and administration involving staff and support service functions.

Conditions of Employment

The City’s Background Check Policy requires background checks to be conducted on final internal or external candidate(s) applying for any position with the City of Charlotte. The type of information that will be collected as part of a background check includes, but is not limited to: reference checks, social security verification, education verification, criminal conviction record check, and, if applicable, a credit history check, sex offender registry and motor vehicle records check.

Background checks must be in compliance with all federal and state statutes, such as the Fair Credit Reporting Act (FCRA). The checks must be consistent with the guidelines set forth by these laws requiring organizations to obtain a candidate’s written authorization before obtaining a criminal background report, motor vehicle records check or credit report; and to properly store and dispose of information derived from such reports.

Final candidates must pass a pre-employment drug-screening test and physical examination. During the selection process, candidates may be asked to take a skills test, and/or participate in other assessments.

The City of Charlotte requires proof of COVID-19 vaccination as a condition of employment. The City is an Equal Opportunity Employer, and as such, will consider reasonable accommodations as required by law.

The City of Charlotte is an Equal Opportunity Employer.

How To Apply

Apply online.

Federal law requires employers to provide reasonable accommodations to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job.

You are welcome to visit the City of Charlotte Human Resources Department lobby where we have workstations available. Our office is located at 700 East 4th Street, Suite 200, Charlotte, NC 28202. Our hours are Monday through Friday, 8 a.m. to 5 p.m. (EST), excluding official City holidays.

Anyone seeking an accommodation to apply for a job may call (704) 336-2285 for assistance or you may email questions to


The City of Charlotte provides a comprehensive benefits package to all employees.

Click here to learn more about the City of Charlotte’s benefits.

The City of Charlotte is a drug and alcohol-free workplace.

In Conclusion

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