Specialist Finance

Overview

As the Specialist Finance for ORCA, you will be responsible for creating and maintaining the financial processes needed to support the ORCA transit payment card program and technical systems.

Essential Duties

• Research, document, and report ORCA system issues.  Work with vendor and regional partners to ensure issue resolution meets design specifications.  Advise the regional project team on Community Transit’s position on issues.
• Participate in review, prioritization and approval of ongoing ORCA Card functionality related to back office processing and point of sales system.  Ensure Community Transit’s project requirements are met, and if not, what needs to be done differently.
• Create reconciliation processes and reconcile daily ORCA sales and settlement positions and monthly revenue apportionments.  Prepare monthly ORCA revenue reports.  Research and resolve discrepancies and record in the Financials system.  Report system-caused issues to vendor.  Report user-caused issues to appropriate staff.  Work with the Sales and Distribution Supervisor or Lead to ensure ORCA sales adjustments meet regional and agency policies and procedures.  Reconcile and approve manual adjustments from the ORCA Fiscal Agent at Sound Transit.  Ensure proper internal controls are in place and monitored.
• Coordinate with Marketing and Employer Program staff to research and resolve discrepancies or issues reported by ORCA Business Account clients, and to provide data supporting ORCA business vanpool pricing.  Provide monthly revenue reports to ORCA Business Account clients. 
• Review and approve changes in fares and fare media processes and procedures as part of the Fare Review Team.  Evaluate and provide guidance on the financial impacts of decisions.  Review and reconcile actual to expected fare revenue.  Monitor controls.  Research and resolve discrepancies.
• Work with State audit staff on the annual audit.  Respond to questions and concerns about account balances, account activity, internal controls, variance, and accounting procedures.
• Perform bank reconciliations and monthly close tasks and procedures.
• Perform other duties of a similar nature or level.

Requirements

Minimum Qualifications

•            3 years of increasingly responsible finance experience.

•            2 years of experience using computerized accounting systems (preferably PeopleSoft/Oracle).

•            2 years of experience performing complex financial reconciliations.

•            1 year of experience identifying and implementing process improvements in financial areas.

•            Associate degree or a 2-year technical certificate in accounting or business management. 

•            Valid Washington State Driver’s License.

An equivalent combination of education and experience to successfully perform the job duties is also accepted.

Knowledge Requirements

•            Accounts receivable and general accounting principles.

•            Microsoft Word and Excel.

•            Internal controls.

•            System testing and script writing.

Skill Requirements

•            Fostering an inclusive workplace by valuing and leveraging diversity, equity, and inclusion to uphold Community Transit’s Core Values and achieve the organization’s vision and mission. Inspiring and fostering team commitment, pride, and trust. Facilitating cooperation and motivating team members to accomplish group goals while treating others with courtesy, sensitivity, and respect.

•            Analyzing data and designing, organizing, and creating financial presentations for internal and external customers.

•            Managing multiple tasks simultaneously and effectively.

•            Computer and software skills (Word, Excel, PowerPoint, email, and scheduling applications).

•            10-key by touch.

•            Oral and written communications.

•            Project management.

•            Writing policies and procedures.

•            Using tact and diplomacy.

•            Reconciling and researching accounts and records and resolving differences.

•            Performing calculations with speed and accuracy.

•            Customer service.

Preferred Skills and Knowledge

•            Bachelor’s degree in accounting or a related field.

•            General understanding of credit card regulations for merchants and Payment Card Industry (PCI) compliance.

Working Conditions

Hybrid telework is available, typically 3 days on site, 2 days remote (if requested).  Work is performed in an office environment and requires the use of office equipment and technology.  You will be required to move throughout and between different office buildings and may need to complete tasks in noisy environments. You may also be required to lift and carry materials up to 10 pounds occasionally.  Incumbent will be required to work in a cash vault room once a month or when needed. This requires lifting 30-pound fare boxes and coin bags.

Application and Selection Process

• Only on-line applications accepted.  
• Applicants for this job may be considered for other openings up to six months after the date this position is filled.
• Applicants who meet the minimum requirements may be scheduled for an interview as well as a variety of tests to demonstrate knowledge, and skills for the position.  The evaluation process may include interviews, background check, reference checks and various performance tests. 

Employee Benefits Exempt

• Employees (and their families) are covered by medical, dental, vision, basic life and disability insurance.
• Employees participate in the Public Employees Retirement System (PERS) and have the option to enroll in the agency’s deferred compensation plan.
• In addition to WA Paid Sick Leave, employees in this position, accrue of 24 days of Paid Time off (192 hours) in their first year and ten (10) paid holidays throughout the calendar year.
• Full list of all benefits and details can be found here. 

If you are related to or share the same living quarters of a current Community Transit employee, please let your Human Resources Recruiter know as your eligibility for this position may be affected.

Community Transit provides a tobacco-free and drug-free work environment. 

As a recipient of federal funds, Community Transit is an Equal Opportunity Employer and does not unlawfully discriminate on a basis prohibited by Federal, State or Local law.  We value and encourage diversity in our workforce.  EOE AA M/F/Vet/Disability.  Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, protected veteran status or disability.