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Company

BART · 11 hours ago

Principal/Senior Policy and Data Analyst

Oakland, CA

Full-time

Remote

Senior Level

$117K/yr - $151K/yr

3+ years exp

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Transportation

Comp. & Benefits

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Responsibilities

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.

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.

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.

Participates in special projects as assigned.

Establishes schedules and methods for providing financial analysis services; identifies resource needs; reviews needs with appropriate management staff; allocates resources accordingly.

Participates in the development of policies and procedures; monitors work activities to ensure compliance with established policies and procedures; makes recommendations for changes and improvements to existing standards and procedures.

Recommends and assists in the implementation of goals and objectives; implements approved policies and procedures.

Conducts complex financial and management studies to evaluate District system performance and operating efficiency; prepares and presents study findings and recommendations; implements recommendations and provides assistance to District departments in assessing performance against stated objectives.

Performs the most technical and complex tasks of the work unit including specialized analyses and studies related to the District's budgeting, financial control and management analysis functions.

Provides financial oversight on assigned projects; identifies funding sources; projects cash flow requirements; maintains budgetary records for proposed projects; compiles actual project costs; performs financial, statistical and comparative analysis of actual and budgeted costs.

Participates in the preparation and administration of District-wide budgets; compiles and analyzes budget data; coordinates activities within other divisions and departments.

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.

Develops and recommends improvements to computerized financial management system.

Participates in the selection of assigned staff; provides or coordinates staff training; works with employees to correct deficiencies; implements discipline procedures.

Prepares analytical and statistical reports on operations and activities.

Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of financial analysis and program management.

May plan, prioritize, assign, supervise, review and participate in the work of staff responsible for complex financial, statistical and project control analysis in assigned area.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Microsoft ExcelFinancial analysisBudget developmentPolicy developmentTransportation forecastingStakeholder engagementProcess improvementStatistical analysisProject managementRelationship building

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 for Senior Financial Analyst.

Four (4) years of (full-time equivalent) verifiable professional budgetary, financial or management analysis experience for Principal Financial Analyst.

Advanced proficiency in Microsoft Excel and the ability to develop expertise in other data tools.

Working independently, managing workload, deliverables, and schedule.

Clearly and concisely communicating complex financial analyses in oral presentations and in writing.

Identifying and understanding issues, problems, and opportunities; and devising appropriate solutions.

Taking initiative, including developing and supporting process improvement.

Building and maintaining strong relationships both within the District and with external stakeholders.