stability, liquidity and financial growth of SORTA/Metro. The CFO will serve as liaison to the SORTA/Metro Board of Directors, and will be responsible for coordinating or preparing reports for the SORTA/Metro Board of Directors. The SORTA/Metro CFO will be expected to develop and use financial models and strategic planning techniques to analyze partnership opportunities and test scenarios for long-term financial growth.
JOB DUTIES Provide financial strategy recommendations to the CEO/General Manager and Executive team Implement strategies and systems to improve financial performance Manage the overall financial forecast, processes, policies, procedures, controls, capital and reporting
systems Establish annual priorities and benchmarks and conduct regular reporting, measuring projections against actual performance Identify and address potential financial risks for SORTA/Metro Oversee all financial decisions, such as budgeting and auditing Review financial reports and determine methods to reduce costs Provide leadership and management to the Finance and Accounting Departments Serve as Secretary Treasurer to the SORTA Board Support accounting, general ledger and operations functions, ensuring that systems are in place to guarantee timeliness and accuracy Identify staffing and training needs, evaluate employee performance, and coach accounting and finance staff Identify resources
for alternative revenue sources Oversee technology acquisitions to ensure operational efficiencies and improvements Ensure procurements are in compliance with local, state, and federal guidelines Provide recommendations for cost efficiencies through procurement and prudent financial management Prepare and transmit the annual audit report to Auditor of State Ensure SORTA/Metro is in compliance with the Ohio Revised Code for Board actions and financial transactions.
Administer and manage the Capital Grants looking for new avenues for funding Administer and manage the contract management with community agencies Provide a positive work environment that does not discriminate based on race, color, religion, gender, interactionual orientation, national origin, age, disability, genetic information, marital status, amnesty or status as a covered veteran Ability to work in compliance with Metro's safety and security policies Other duties as assigned POSITION QUALIFICATIONS Communications - Excellent verbal, writing and non-verbal skills.
Persuasive, consensus builder Customer Focus - Excellent problem-solving skills and a desire to exceed customer expectations Employee Development - Competent in backssing employee skills: coaches, delegates, and supports employee development.
Provides constructive feedback Leadership - Energetic, innovative self-starter, committed to continuous improvement and creative problem-solving Self-motivated and able to work independently and in a team environment Professional Integrity - Exhibits and values commitment, leadership, accountability, diversity, honesty, fiscal responsibility, and the ability to maximize resources Proficiency - Able to multi-task, plan and measure results, create and analyze data, excellent computer skills, accuracy and attention to detail, excellent project management skills Education Bachelor's Degree (Master's preferred) in Accounting, Finance or related field Experience 10 + years in progressively responsible financial leadership roles Familiarity with governmental regulations related to transportation issues Prefer experience with a unionized environment Working knowledge of internet, email, spreadsheets, business systems, inventory/procurement processes, and other transit application Skills and Abilities Skill in strategic planning, budgeting and forecasting processes to lead teams Ability to analyze and synthesize large amounts of data in order to identify and present meaningful observations and recommendations Strong interpersonal skills, ability to communicate well orally and in writing and manage well at all levels of the organization High level of professional integrity and dependability with a strong sense of urgency and results-orientation Ability to motivate teams to produce quality results within tight timeframes and simultaneously manage multiple projects Must be able to think strategically, plan conceptually and problem-solve Possess a collaborative and open leadership style Possess the highest moral and ethical standards Demonstrate excellent financial skills and strong business acumen Communicate in a transparent fashion Exercise good judgment in the midst of much change or ambiguity Well-networked and able to build strong business and community relationships while recognizing the challenges of a governmental agency: its constraints, union rules, framework Able to achieve success under pressure, considering the needs of various key stakeholders: City Council, SORTA/Metro Board, etc.
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the next generation of financial advisors-those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their financial goals. Additionally, you'll be equipped with the expertise to support them with personal investing tools and resources.
During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and
preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP).
From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. This position is subject to SAFE Act registration requirements. Pursuant
to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you--- Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! --- Build connections to grow your network and business.
Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. --- Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. --- Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority--- solutions, through Bank of America and Merrill to meet their financial needs.
As a Merrill FSA, you can look forward to--- A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. --- Marketing strategies to reach wider audiences with greater appeal. --- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. --- Potential Opportunities for professional growth. --- Leadership opportunities, including leading client and conference seminars We're a culture that--- Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.
Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. --- Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. --- Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
--- Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. --- Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Required skills: --- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. --- Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)--- Is a self-starter who efficiently manages time and capacity.
--- Sets and accomplishes goals, achieving whatever you put your mind to. --- Builds and nurtures strong relationships. --- Collaborates effectively with others to get things done. --- Communicates effectively and confidently and is comfortable engaging all clients. --- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. --- Likes to learn, adapts to new information and seeks the right solutions for clients.
--- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired skills: --- Proven ability to partner and promote lead generation. --- Experience balancing investment management, sales activities and new client development. --- Strong computer skills and the ability to multitask in a demanding environment. --- A bachelor's degree, preferably in business-related field. --- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
--- Obtained insurance licenses. ADP FSAShift:1st shift (United States of America)Hours Per Week: 40
