Principal Financial Analyst (AFSCME) Pool Posting - Job ID 7672

  • BART (Bay Area Rapid Transit)
  • Oakland, California
  • Mar 08, 2018
Full Time Accounting and Finance Administration and Management Administrative Analysis and Research Transportation or Transit
  • Apply By: Jun 06, 2018


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 over 400,000 daily 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.

Job Description

The selected incumbents will be responsible for working with managers and various District staff to develop and track the Maintenance and Engineering 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 capital and/or 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 depending on placement in the areas outlined below:

Capital Projects:

  1. 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 to ensure project compliance.
  2. Provision of independent oversight and control of project budgets and internal/external spending within approved limits and eligibility constraints; ability to take corrective action when budget/funding limits are reached.
  3. Ability to support capital project efforts, including preparation of procurement documents, project schedules & funding data to facilitate the appropriate project tracking of expenditures; coordinates project activity with project team; validating financials are aligned with all project phase/activities/tasks.
  4. Perform complex financial analysis on project performance including the ability to forecast projects from initiation through closure.  Keen understanding to aligning prioritization of funds within activities based on funding expiration dates with estimates project expenditures.

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).

Job Requirements


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


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


Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred.

Knowledge of:

  • Operations, services and activities of a comprehensive budget and financial control program.
  • Principles of supervision, training and performance evaluation.
  • Principles of financial and operational analysis.
  • Financial, statistical and comparative analysis techniques and formulas.
  • Principles and practices of project budget development, administration and control.
  • Advanced principles and practices of accounting.
  • Principles and practices of financial project management and scheduling.
  • Methods and techniques for assessing performance against established objectives.
  • Current office procedures, methods and equipment including computers.
  • Applicable computer software applications.
  • Related Federal, State and local laws, codes and regulations.

Skill in:

  • Selecting, supervising, training and evaluating staff.
  • Performing complex financial, statistical, comparative and management analyses.
  • Establishing and implementing procedures for budget and project control.
  • Identifying funding sources for proposed and current projects.
  • Performing accurate complex financial calculations.
  • Developing, organizing and maintaining accurate financial records.
  • Interpreting complex computerized records and reports.
  • Interpreting complex contract provisions and change orders.
  • Interpreting and explaining District policies  and procedures.
  • Preparing clear and concise financial and administrative reports.
  • Operating office equipment including computers and supporting word processing  and spreadsheet applications.
  • Communicating clearly and concisely, both orally and in writing.
  • Establishing and maintaining effective working relationships with those contacted in the course of work.