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BART · 1 week ago

Senior Financial Analyst - Real Estate

Oakland, CA

Full-time

Onsite

Mid, Senior Level

$126K/yr - $153K/yr

3+ years exp

BART is looking for an experienced Senior Financial Analyst to assist in the financial operations for their Real Estate and Property Management Department. The role involves providing strategic oversight of invoicing and collections, preparing analyses and reports, and collaborating with various stakeholders to support the District's permitting process.

Transportation

Comp. & Benefits

Responsibilities

Coordinates the operations, services, and activities of a permits billing program, including gathering estimated labor hours, obtaining labor charge codes and invoicing permit applicants

Analyzes invoices from public agencies

Prepares Excel spreadsheets for the purpose of tracking financial activities

Interfaces with permit applicants and internal stakeholders in relation to billing concerns

Develops annual reimbursement summaries

Inputs data into PeopleSoft to aid in Accounts Receivables

Orders materials in support of the Real Estate and Property Management Department

Prioritizes and coordinates responsibilities in a fast-paced, multi-function, multi-program, and multi-application environment

Participates in the more difficult work of staff responsible for complex financial, statistical, and program management analysis in assigned division area

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

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

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

Identifies funding sources for proposed projects; projects cash flow requirements; maintains budgetary records for proposed projects

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

Develops and recommends improvements to computerized financial management system

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

May train assigned employees in their areas of work including budgeting and financial analysis methods, procedures and techniques

Prepares quarterly, semi-annual, and special analytical and statistical reports on operations and activities for management, regulatory and outside agencies

Reviews invoices; determines budget conformity; reports discrepancies and billing adjustments

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

Qualification

Financial analysisBudget managementExcel proficiencyPeopleSoftProject managementCustomer serviceCommunication skillsOrganizational skills

Required

A Bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university

Three (3) years of (full-time equivalent) verifiable professional budgetary, financial, or management analysis experience

Employment history demonstrating reliability and dependability

Ability to 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

Pre-employment processing will also include a background check