Senior Financial Analyst (AFSCME)

Marketing Statement

Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program.

Please note that this job announcement may be canceled, closed, or extended at any time.

Pay Rate
AFSCME Salary Grade A13
Minimum: $120,931.20/annually (Step 1) - Maximum: $146,972.80/annually (Step 5)
Starting negotiable annual salary will be $120,931.20 (Step 1) to commensurate with education and experience

Current Assignment
This job announcement will be used to establish an eligibility list of qualified candidates for 12 months. The selected incumbents will be responsible for working with managers and various District staff to develop and track the Maintenance department's annual capital and/or operating budgets and expenditures; identify, analyze, and quantify issues with fiscal impacts and propose and collaborate to identify alternatives; and perform ad-hoc projects as required.

Key responsibilities for these positions include identifying and resolving complex financial and analytical issues, which require strong execution and analytical abilities, such as:

1. Working independently and defining workload
2. Project planning and project management
3. Taking initiative, including the introduction and support of changes to processes and procedures; identifying and understanding issues, problems and opportunities; and devising appropriate solutions;
4. Building and maintaining relationships with both internal and external customers;
5. Understanding operational needs and translating them into financial realities.

The successful candidates will demonstrate one or more of the following skills/experience beyond the minimum qualifications:

Operating Budgets:

1. Substantial experience budgeting annual operating uses, tracking and analyzing financial performance, developing fiscal projections, and preparing and presenting monthly, quarterly, and ad-hoc reports.
2. Substantial experience with public agency budgeting and governmental budgeting and accounting;
3. Problem solving, research, and presentation skills including ability to identify and frame issues and collect, manipulate, and structure large quantities of diverse data appropriately for analysis (MS Office Suite a must, PeopleSoft preferred).
4. Ability to prioritize and work on multiple initiatives and assignments to meet tight deadlines.

Selection Process
This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes.

The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview.

The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations)

The selection process for this position will be in accordance with the applicable collective bargaining agreement.

Application Process
External applicants may only apply online, at www.bart.gov/jobs. Applicants needing assistance with the online application process may receive additional information by calling (510) 464-6112.

Current employees are strongly encouraged to apply online, either at www.bart.gov/jobs, or on EmployeeConnect. Current employees may also apply using a BART paper application by delivering the completed form to the Human Resources Department, or by mailing it to P. O. Box 12688, Oakland, CA 94604-2688.

All applicants are asked to complete the application in full, indicating dates of employment, all positions held, hours worked, and a full description of duties. Online applicants are invited to electronically attach a resume to the application form to provide supplemental information but should not consider the resume a substitute for the application form itself.

1. Participates in the more difficult work of staff responsible for complex financial, statistical, and program management analysis in assigned division area.
   
   
2. Participates in the preparation, administration, and monitoring of District-wide budgets; compiles and analyzes budget data; monitors funding agreements and maintains budget schedules to assure conformance with funding agencies; ensures maintenance of expenditure records which conform to funding agency and District reporting requirements.
   
   
3. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances, ensures that cost control methods are implemented and applied to program objectives; analyzes funding and cost data for management inquiries regarding work plans, consultants, and contract authority.
   
   
4. Monitors and administers construction or funding agreement contracts in accordance with District and mandated guidelines; compiles actual costs by project; performs financial, statistical and comparative analysis of actual and budget costs.
   
   
5. Identifies funding sources for proposed projects; projects cash flow requirements; maintains budgetary records for proposed projects.
   
   
6. Provides support to project managers in setting budgets, schedules and estimates; tracks progress on projects versus original budgets and schedules; works closely with project staff and consultants to ensure project compliance.
   
   
7. Develops and recommends improvements to computerized financial management system.
   
   
8. Coordinates project activities with other departments, divisions and external agencies; works closely with other divisions to apply for and monitor the use of fund grants from city, county, state, and federal sources; monitors work in progress and authorizes contract payments.
   
   
9. Conducts financial and management studies to evaluate system performance and operating efficiencies; presents studies to communicate findings and recommendations to senior management and the Board of Directors.
   
   
10. May train assigned employees in their areas of work including budgeting and financial analysis methods, procedures and techniques.
    
    
11. Prepares quarterly, semi-annual, and special analytical and statistical reports on operations and activities for management, regulatory and outside agencies.
    
    
12. Reviews invoices; determines budget conformity; reports discrepancies and billing adjustments.
    
    
13. Prepares the Annual Budget and the 5-Year forecast for each capital project and program assigned; involves budgeting for staffing requirements and coordinating with various departments who support the projects; includes budgeting for non-labor expenses for the budget year and for the out years.
    
    
14. Participates in special projects as assigned.

• Operations, services and activities of a comprehensive budget and financial control program.
• Principlesofleadsupervisionandtraining.
• Principlesoffinancialandoperationalanalysis.
• Federal,Stateandlocalfundingprograms,associatedguidelinesand processes.
• Principlesandpracticesofprojectmanagement.
• Principlesandpracticesofengineeringandconstructionmanagement.
• Advancedprinciples,practices,andproceduresofaccounting.
• Financial,statisticalandcomparativeanalysisprinciples,techniquesand formulas.
• Principlesandpracticesofprojectbudgetdevelopment,administrationand control.
• Principlesandpracticesofprocurement.
• Methodsandtechniquesforassessingperformanceagainstestablished objectives.
• Principlesandpracticesofprojectscheduling.
• Principlesandpracticesoffinancialrecordkeepingandreporting.
• Currentofficeprocedures,methodsandequipmentincludingcomputers.
• Applicablefinancialcomputersoftwareapplications.
• Related Federal, State and local codes, laws and regulations.

• Independently performing the most difficult financial and statistical analyses.
• Interpretingandexplainingdepartmentpoliciesandprocedures.
• Leading,organizingandreviewingtheworkofassignedstaff.
• Monitoringandreportingbudgetvariances.
• Analyzingproblems,identifyingalternativesolutionsandimplementing recommendations.
• Identifyingfundingsourcesforproposedandcurrentprojects.
• Creatingtimelypurchaserequisitionsanddisbursementsofpurchaseorders.
• Performingaccuratecomplexfinancialcalculations.
• Utilizing,maintainingandupdatingcomputerizedfinancial/projectmanagementsystems and reports.
• Developing,organizing,reviewingandanalyzingtechnicaldocuments,proposals, contracts, and reports.
• Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment.
• Understandingandfollowingoralandwritteninstructions.
• Communicatingclearlyandconcisely,bothorallyandinwriting.
• Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants.

Equal Employment OpportunityGroupBox1

The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws.

The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov.

Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs.