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Financial Analyst Levels I, II and III

Job ID: 12551

Business Unit: MTA Headquarters

Regular/Temporary: Regular

Department: Consolidated Analysis

Date Posted: Aug 21, 2025

Description

JOB TITLE:

Financial Analyst Levels I, II and III

DEPT/DIV:

Consolidated Analysis

WORK LOCATION:

2 Broadway

FULL/PART-TIME

FUL L

SALARY RANGE:

Level I : $64,709.75 - $74,160.00

Level II: $74,263.00 - $86,993.80

Level III: $85,416.87 - $96,956.99

DEADLINE:

Until filled

This position is eligible for teleworking , which is currently one day per week. New hires are eligible to apply 30 days after their effective hire date.

Opening:

The Metropolitan Transportation Authority is North America's largest transportation network, serving a population of 15.3 million people across a 5,000-square-mile travel area surrounding New York City, Long Island, southeastern New York State, and Connecticut. The MTA network comprises the nation’s largest bus fleet and more subway and commuter rail cars than all other U.S. transit systems combined. MTA strives to provide a safe and reliable commute, excellent customer service, and rewarding opportunities.

Position Objective:

The Financial Analyst Level I, II, and III provides varying levels of support and analysis, dependent on the level, to the Office of Management and Budget and the Chief Financial Officer.

Responsibilities include conducting financial and policy analyses, identifying fiscal issues at both the Agency and MTA Consolidated levels, reviewing Agency operating budget and financial plan submissions, and providing changes to ensure cohesive and coordinated MTA-wide financial plans are developed. Monitor monthly Agency financial and operational results to identify deviations from financial plans.

Responsibilities:

+ Analyze and evaluate comprehensive Agency budget and financial plan proposals, synthesize information, and make recommendations for inclusion in Board submissions according to the new budget process.

+ Produce timely written reports analyzing and explaining monthly variances of the Agency's operating results (both accrual and cash) for revenues and expenses.

+ Work with the Agency budget staff in preparing narratives and analyses that support each financial plan or budget update.

+ Perform reviews of actual financial and operating results versus the prior year’s budget and/or forecast.

+ Perform special projects and participate as needed on MTA-wide issues that require budgetary or financial expertise.

+ Identify, quantify, and explain significant financial risks and opportunities.

+ Other duties as assigned.

Required Knowledge/Skills/Abilities:

Analyst – Level I

+ Academic understanding of generally accepted accounting principles.

+ Knowledge of budgeting and financial forecasting techniques.

+ Knowledge of Microsoft Office (Excel, Word, PowerPoint); macro development and pivot table knowledge are preferred, but not required.

+ Knowledge of Oracle Hyperion budgeting system is preferred, but not required.

+ Good report writing skills and oral communication skills . Communication and collaboration skills are very important in this role.

+ The individual should be comfortable working as part of a group as well as independently.

+ Must be able to perform the functions of this position without the need for direct hands-on supervision from the immediate supervisor of this position. It is expected that the individual in this position will take initiative to resolve issues without constant supervision.

Analyst – Level I I

+ Must possess experience with generally accepted accounting principles.

+ Must possess knowledge of budgeting and financial forecasting techniques.

+ Must possess knowledge of Microsoft Office (Excel, Word, PowerPoint), macro development, and pivot table knowledge preferred.

+ Knowledge of Oracle Hyperion budgeting system is preferred.

+ Must possess outstanding report writing skills and good communication skills.

+ Must possess good report writing skills and oral communication skills.

+ Must be able to perform the functions of this position without the need for direct hands-on supervision from the immediate supervisor of this position. It is expected that the individual in this position will take initiative to resolve issues without constant supervision.

Analyst – Level II I

+ Must possess an understanding of generally accepted accounting principles.

+ Must possess knowledge of budgeting and financial forecasting techniques.

+ Must possess knowledge of Microsoft Office (Excel, Word, PowerPoint), including macro development and pivot tables.

+ Must possess knowledge of Oracle Hyperion budgeting system.

+ Must possess outstanding report writing skills and good communication skills.

+ Must possess excellent communication, collaboration, and sound problem-solving skills

+ Must be able to convey information both in a precise technical manner and in a concise, understandable manner.

+ Must be comfortable working as part of a group as well as independently.

+ Must be able to perform the functions of this position without the need for direct hands-on supervision from the immediate supervisor of this position. It is expected that the individual in this position will take initiative to resolve issues without constant supervision.

Required Education and Experience:

Analyst – Level I

+ Bachelor’s degree (preferably in finance, business, business administration, economics, or transportation). An equivalent combination of education and experience from an accredited college may be considered in lieu of a degree.

Analyst – Level I I

+ Bachelor’s degree (preferably in finance, business, business administration, economics, or transportation). An equivalent combination of education and experience from an accredited college may be considered in lieu of a degree.

+ Minimum 2 years of financial (preferably budgeting) experience with a major government or corporate entity. A master’s degree may substitute for two years of experience.

Analyst – Level I II

+ Bachelor’s degree (preferably in finance, business, business administration, economics, or transportation). An equivalent combination of education and experience from an accredited college may be considered in lieu of a degree.

+ Minimum 4 years of progressive financial (preferably budgeting) experience with a major government or corporate entity. A master’s degree may substitute for two years of experience.

Other Information

May need to work outside of normal work hours (i.e., evenings and weekends)

Travel may be required to other MTA locations or other external sites .

According to the New York State Public Officers Law & the MTA Code of Ethics, all employees who hold a policymaking position must file an Annual Statement of Financial Disclosure (FDS) with the NYS Commission on Ethics and Lobbying in Government (the “Commission”).

Equal Employment Opportunity

MTA and its subsidiary and affiliated agencies are Equal Opportunity Employers, including those concerning veteran status and individuals with disabilities.

The MTA encourages qualified applicants from diverse backgrounds, experiences, and abilities, including military service members, to apply.