Business Unit Analyst

Overview

Why OCTA:

Discover work that moves you in a dynamic and innovative setting. Be part of a team delivering Orange County's transportation network of today and creating a vision for the future.

OCTA is the county's transportation planning commission and public transit operator. With a focus on safety and accountability, we plan, fund, and implement countywide projects that include bus and rail transit, freeways and express lanes, rideshare, microtransit, paratransit, active transportation, and environmental programs.

We're passionate about creating a balanced, equitable and sustainable transportation system that reflects the diverse travel needs of the county's 34 cities and 3.2 million residents.

Our employees rated OCTA as a top workplace in Orange County. Come join us on our mission of keeping Orange County moving.

Overview:

Under general supervision, performs analytical tasks in the areas of invoice review and contract compliance, budget development and control, performance measurements, policies and procedures and special projects within the business unit. Performs various administrative and financial fact-finding projects.

This is a non-exempt position in Salary Grade 185: Min $37.65 - Mid $45.17 - Max $52.70 hourly. The starting salary will be within this range based on qualifications.

The position will remain open until a candidate is selected.

Responsibilities

This list is intended to indicate the general nature and level of work performed by employees within this classification and is not designed to be interpreted as an exhaustive listing of all tasks required of employees assigned to this job.

Displays High Integrity & Honesty: Takes personal responsibility, acts with honesty and consistency.

Has Technical and Professional Expertise: Has the technical skills, product knowledge and professional skills to do the job.

• Prepares the business unit's operating and capital budgets, which may include tracking expenses against budgets. Reviews and makes recommendations on the viability and feasibility of line-item requests. Researches and prepares line-item justifications for new cost elements, identifies funding sources, and identifies supporting rationale for changes in budget projections. Functions as a liaison between division and finance staff for budget development, including resolution of any system issues.
• Inputs requisitions as required. Reviews division invoices for accuracy and ensures timely Project Manager review/approval. Ensures budget compliance as well as proper coding of invoices and payment requests.
• Prepares and reviews monthly and quarterly budget status reports and identifies significant elements for presentation to management. Prepares status reports on key budget projects, provides budget overview and recommendations. Contributes substantially to the preparation of year-end projections and accruals. Utilizes the budget activity reporting system to collect, analyze, report, explain variances and identify errors.
• Oversees Project Management Manual compliance and maintenance. The Manual will be reviewed and updated no less than annually.
• Conducts contract assessments to ensure compliance with Contracts Administration and Materials Management policies and procedures. Participates in drafting and developing scopes of work. Assists with the business unit's procurement and contract administration activities.
• Prepares monthly invoice review cover sheets for Project Manager approval.
• Leads annual External Affairs Division Workplan and Budget Development process.
• Ensures all contracts follow the standard format and remain in compliance, e.g., contract amendments.
• Implements policy procedures for the acquisition, maintenance, and disposal of computer and software assets.

Customer & External Focus: Markets his/her workgroup effectively and influences others in the organization.

• Assists with Disadvantaged Business Enterprise (DBE) goal setting and compliance.
• Assists in implementing community and business outreach programs, ensuring the company's mission and strategic goals are accomplished.

Solves Problems & Analyzes Issues: Has and applies problem analysis and problem-solving skills on a technical and interpersonal level.

• Conducts monthly invoice review and coordinates with individual Project Managers on protocol compliance and ensures net 30 payment.
• Collects, compiles, and analyzes financial data for both short- and long-range planning, including collecting and analyzing data for the Comprehensive Business Plan/Financial Planning and Analysis.
• Performs project controls activities for a variety of marketing and outreach programs, provides centralized planning, contract monitoring and invoice reviews needed to ensure projects and programs remain compliant, on-track, on-time, and within budget.

Works in a Collaborative Manner with Others: Works in a collaborative manner with others, helps resolve unproductive conflict.

• Communicates effectively orally and in writing with all levels of management and staff.

Qualifications

Any combination of education and experience equivalent to a bachelor's degree in business administration, Management, or similar field with a minimum of three years directly applicable experience.

Working Conditions/Physical Activities:

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

Positions in this class typically require:

• Work may be performed in a stressful, fast-paced office environment, depending upon assignment.
• Requires ability to understand verbal communication and to respond effectively.
• Positions in this class typically require: Reaching, Finger Dexterity, Grasping, Feeling, Talking, Hearing, Seeing, and Repetitive Motions in computer use.

Compensation and Benefits:

OCTA offers an attractive compensation and benefits package that includes medical, dental and vision health insurance programs, flex time (may be available), paid sick leave, paid vacation and holidays, short-term and long-term disability, life insurance, flexible spending accounts, retirement, deferred compensation plan, educational reimbursement, excellent in-house training programs, free transportation passes for the employee and dependents, wellness and ergonomic programs, and much more.

OCTA is an equal employment opportunity employer that recruits, hires, and promotes qualified people without regard to race, color, religion, creed, ancestry, national origin, age, sex, pregnancy, gender, gender identity and/or expression, sexual orientation, marital status, medical condition, disability, genetic information, military and veteran status, or other legally protected status.