BART
Oakland, California, United States
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. Job Summary Pay Rate AFSCME Pay Band G Annual Salary Range $ 127,505.43 (Minimum) - $ 165,757.06 (Maximum) The negotiable salary offer will be between $127,505.43 - $151,482.76/annually commensurate with experience and education. Reports To Manager Budget and Administration DEFINITION Under general supervision, performs the most technical and complex tasks relative to assigned area of responsibility; may supervise, assign, review and participate in the work of staff responsible for providing professional level support on budget development and administration, financial analysis and project control work; ensures work quality and adherence to established policies and procedures; and performs related duties as assigned. CLASS CHARACTERISTICS This is the highest level within the Financial Analyst series. Positions at this master level perform the most complex duties assigned to the series or may be responsible for participating in supervising, assigning and reviewing the work of subordinate staff. Incumbents oversee the work of outside consultants or assisting higher-level managerial staff in planning and evaluating the quantity and quality of work performed by subordinate staff. Master level classes such as this are an extension of the advanced journey level class and often represent the highest non-supervisory tier or a specialized advanced journey level. Master level classes typically consist of non-supervisory principal positions. Positions in this class are flexibly staffed and can be filled by advancement from the advanced journey level, or when filled from the outside, by incumbents with prior full journey level experience. Current Assignment First review of applications will be on March 15, 2024 Capitol Corridor is an intercity passenger rail service connecting Auburn/Sacramento to Silicon Valley, including San Francisco, Oakland, and Berkeley. Fully funded by the State of California, Capitol Corridor receives administrative support from BART through a managing agency agreement and is a department within BART. The Principal Financial Analyst will be an integral member of CCJPA’s Finance Team performing the most complex duties assigned to the Financial Analyst series related to operating and capital budget development, administration, and reporting, financial analysis, and project control work; grant and funding administration and compliance; procurement and contract and compliance; ensuring work quality and adherence to policies and procedures; and performing related duties as assigned. The Principal Financial Analyst will provide consultation and training to CCJPA managers and staff on financial and procurement policies and procedures and may provide direction and oversight to subordinate staff. The Principal Financial Analyst may serve as the delegate for the Manager of Budget & Administration as needed. The ideal candidate will demonstrate strong knowledge and experience in the following areas beyond the minimum qualifications: Experience performing complex financial, statistical, comparative and management analyses, and performing accurate complex financial calculations. Intermediate to advanced experience with data analytics, data visualization, and/or business intelligence tools. Ability to successfully analyze and verify data for accuracy and resolving budget discrepancies and issues; Experience with Oracle Business Intelligence preferred. Intermediate to advanced computer, financial database, and Excel skills with the aptitude to learn new systems quickly. Experience with grant development, administration, and compliance. Experience providing financial support for projects and/or programs with complex funding sources and compliance requirements. Experience preparing clear and accurate financial, budget, and grant reports and charts for internal and external stakeholders. Experience creating financial models, forecasts, or cost-benefit analysis. Focus on continuous improvement and providing high-quality customer service and support to internal and/or external customers. Effective verbal and written communication skills; Exceptional organizational skills and demonstrated ability to plan and organize work for self and others to ensure that work is completed efficiently and in a timely manner. 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. Examples of Duties 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. Minimum Qualifications Education : A Bachelor’s degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Four (4) years of (full-time equivalent) verifiable professional budgetary, financial or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills 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 Equal Employment Opportunity GroupBox1 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 . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: Continuous
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. Job Summary Pay Rate AFSCME Pay Band G Annual Salary Range $ 127,505.43 (Minimum) - $ 165,757.06 (Maximum) The negotiable salary offer will be between $127,505.43 - $151,482.76/annually commensurate with experience and education. Reports To Manager Budget and Administration DEFINITION Under general supervision, performs the most technical and complex tasks relative to assigned area of responsibility; may supervise, assign, review and participate in the work of staff responsible for providing professional level support on budget development and administration, financial analysis and project control work; ensures work quality and adherence to established policies and procedures; and performs related duties as assigned. CLASS CHARACTERISTICS This is the highest level within the Financial Analyst series. Positions at this master level perform the most complex duties assigned to the series or may be responsible for participating in supervising, assigning and reviewing the work of subordinate staff. Incumbents oversee the work of outside consultants or assisting higher-level managerial staff in planning and evaluating the quantity and quality of work performed by subordinate staff. Master level classes such as this are an extension of the advanced journey level class and often represent the highest non-supervisory tier or a specialized advanced journey level. Master level classes typically consist of non-supervisory principal positions. Positions in this class are flexibly staffed and can be filled by advancement from the advanced journey level, or when filled from the outside, by incumbents with prior full journey level experience. Current Assignment First review of applications will be on March 15, 2024 Capitol Corridor is an intercity passenger rail service connecting Auburn/Sacramento to Silicon Valley, including San Francisco, Oakland, and Berkeley. Fully funded by the State of California, Capitol Corridor receives administrative support from BART through a managing agency agreement and is a department within BART. The Principal Financial Analyst will be an integral member of CCJPA’s Finance Team performing the most complex duties assigned to the Financial Analyst series related to operating and capital budget development, administration, and reporting, financial analysis, and project control work; grant and funding administration and compliance; procurement and contract and compliance; ensuring work quality and adherence to policies and procedures; and performing related duties as assigned. The Principal Financial Analyst will provide consultation and training to CCJPA managers and staff on financial and procurement policies and procedures and may provide direction and oversight to subordinate staff. The Principal Financial Analyst may serve as the delegate for the Manager of Budget & Administration as needed. The ideal candidate will demonstrate strong knowledge and experience in the following areas beyond the minimum qualifications: Experience performing complex financial, statistical, comparative and management analyses, and performing accurate complex financial calculations. Intermediate to advanced experience with data analytics, data visualization, and/or business intelligence tools. Ability to successfully analyze and verify data for accuracy and resolving budget discrepancies and issues; Experience with Oracle Business Intelligence preferred. Intermediate to advanced computer, financial database, and Excel skills with the aptitude to learn new systems quickly. Experience with grant development, administration, and compliance. Experience providing financial support for projects and/or programs with complex funding sources and compliance requirements. Experience preparing clear and accurate financial, budget, and grant reports and charts for internal and external stakeholders. Experience creating financial models, forecasts, or cost-benefit analysis. Focus on continuous improvement and providing high-quality customer service and support to internal and/or external customers. Effective verbal and written communication skills; Exceptional organizational skills and demonstrated ability to plan and organize work for self and others to ensure that work is completed efficiently and in a timely manner. 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. Examples of Duties 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. Minimum Qualifications Education : A Bachelor’s degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Four (4) years of (full-time equivalent) verifiable professional budgetary, financial or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills 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 Equal Employment Opportunity GroupBox1 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 . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: Continuous
BART
Oakland, California, United States
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. Job Summary Pay Rate AFSCME Pay Band E (Senior Financial Analyst) Annual Salary Range $ 112,048.72 (Minimum) - $ 145,662.97 (Maximum) The negotiable salary offer will be between $112,048.72 - $135.312.13 /annually commensurate with experience and education. AFSCME Pay Band G (Principal Financial Analyst) Annual Salary Range $ 127,505.43 (Minimum) - $ 165,757.06 (Maximum) The negotiable salary offer will be between $127,505.43 - $151,482.76 /annually commensurate with experience and education. Reports To Manager of Capital Financial Planning Current Assignment The San Francisco Bay Area Rapid Transit District (BART) is recruiting to fill two vacant Principal or Senior Capital Planning Analyst (Financial Analyst) positions (distinction will be made based on skills and work experience of the applicants). The selected incumbent applicants will be responsible for developing the District’s more than $25 billion Capital Investment Plan, including internal coordination to collect and validate capital needs and fund source data, model development to optimize data analysis and forecasting, data representation and drafting of related narratives and presentations; preparing and managing multimillion- and multibillion-dollar capital project funding plans; preparing capital plan reports; performing ad-hoc analyses to support District capital funding strategy; and managing relationships with internal and external partners. Other assignments may include supporting District-wide initiatives and other related projects. Key responsibilities for these positions include identifying and resolving complex financial funding and analytical issues, which require strong execution and analytical critical thinking abilities such as: - Working independently and defining workload, deliverables and schedule. - Balancing multiple and sometimes conflicting priorities and stakeholders. - Using critical thinking and analytical capabilities to build data models, perform data analysis, and draw insights to support District decision-making. -Taking initiative, including developing and supporting process improvements. - Identifying and understanding issues, problems and opportunities; and devising appropriate solutions. - Building and maintaining relationships with internal BART departments and with external agencies. - Interpreting and implementing funding agreements with other agencies; and preparing concise and clear communications, including reports. In 2022, BART celebrated 50 years of operating a heavy-rail transit system serving the San Francisco Bay Area. The transit backbone of the region, BART carries half of the region’s miles traveled on transit along more than 130 miles of track and through 50 stations across five counties. BART connects to 18 other transit operators, including the Capital Corridor, and represents almost 90% of all transit transfers. BART’s capital program focuses on sustaining the reliability, safety and resilience of the system’s existing assets, while also investing in improvements to enhance the customer experience and stimulate ridership, such as those that support transit-oriented development. The Senior or Principal Capital Planning Analyst in the Capital Financial Planning division serves an important role in helping the Board and senior executives to understand the scope and scale of BART’s current and forecast capital program, to facilitate data-driven prioritization of planned capital investments and to support the development of a coherent capital program funding strategy. In the current financial landscape, BART is faced with many financial challenges and pressures, including projected operating revenue deficits and construction material and labor cost escalation. If you love solving problems, enjoy strategic and critical thinking, and are adept at stakeholder engagement - it’s a particularly exciting time to work for BART! BART offers remote work opportunities, competitive compensation including great benefits, and a dynamic work environment. Selection Process Initial screening of applications will begin in May 2024. 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. Examples of Duties Principal Financial Analyst 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. Senior Financial Analyst: 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. Minimum Qualifications Principal Financial Analyst: Education : A Bachelor’s degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Four (4) years of (full-time equivalent) verifiable professional budgetary, financial or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Senior Financial Analyst: Education : A bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Three (3) years of (full-time equivalent) verifiable professional budgetary, financial, or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Principal Financial Analyst: 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 Senior Financial Analyst: Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of lead supervision and training. Principles of financial and operational analysis. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project management. Principles and practices of engineering and construction management. Advanced principles, practices, and procedures of accounting. Financial, statistical and comparative analysis principles, techniques and formulas. Principles and practices of project budget development, administration and control. Principles and practices of procurement. Methods and techniques for assessing performance against established objectives. Principles and practices of project scheduling. Principles and practices of financial record keeping and reporting. Current office procedures, methods and equipment including computers. Applicable financial computer software applications. Related Federal, State and local codes, laws and regulations. Skill in : Independently performing the most difficult financial and statistical analyses. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of assigned staff. Monitoring and reporting budget variances. Analyzing problems, identifying alternative solutions and implementing recommendations. Identifying funding sources for proposed and current projects. Creating timely purchase requisitions and disbursements of purchase orders. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing technical documents, proposals, contracts, and reports. Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants. Equal Employment Opportunity GroupBox1 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 . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: 7/31/2024 11:59 PM Pacific
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. Job Summary Pay Rate AFSCME Pay Band E (Senior Financial Analyst) Annual Salary Range $ 112,048.72 (Minimum) - $ 145,662.97 (Maximum) The negotiable salary offer will be between $112,048.72 - $135.312.13 /annually commensurate with experience and education. AFSCME Pay Band G (Principal Financial Analyst) Annual Salary Range $ 127,505.43 (Minimum) - $ 165,757.06 (Maximum) The negotiable salary offer will be between $127,505.43 - $151,482.76 /annually commensurate with experience and education. Reports To Manager of Capital Financial Planning Current Assignment The San Francisco Bay Area Rapid Transit District (BART) is recruiting to fill two vacant Principal or Senior Capital Planning Analyst (Financial Analyst) positions (distinction will be made based on skills and work experience of the applicants). The selected incumbent applicants will be responsible for developing the District’s more than $25 billion Capital Investment Plan, including internal coordination to collect and validate capital needs and fund source data, model development to optimize data analysis and forecasting, data representation and drafting of related narratives and presentations; preparing and managing multimillion- and multibillion-dollar capital project funding plans; preparing capital plan reports; performing ad-hoc analyses to support District capital funding strategy; and managing relationships with internal and external partners. Other assignments may include supporting District-wide initiatives and other related projects. Key responsibilities for these positions include identifying and resolving complex financial funding and analytical issues, which require strong execution and analytical critical thinking abilities such as: - Working independently and defining workload, deliverables and schedule. - Balancing multiple and sometimes conflicting priorities and stakeholders. - Using critical thinking and analytical capabilities to build data models, perform data analysis, and draw insights to support District decision-making. -Taking initiative, including developing and supporting process improvements. - Identifying and understanding issues, problems and opportunities; and devising appropriate solutions. - Building and maintaining relationships with internal BART departments and with external agencies. - Interpreting and implementing funding agreements with other agencies; and preparing concise and clear communications, including reports. In 2022, BART celebrated 50 years of operating a heavy-rail transit system serving the San Francisco Bay Area. The transit backbone of the region, BART carries half of the region’s miles traveled on transit along more than 130 miles of track and through 50 stations across five counties. BART connects to 18 other transit operators, including the Capital Corridor, and represents almost 90% of all transit transfers. BART’s capital program focuses on sustaining the reliability, safety and resilience of the system’s existing assets, while also investing in improvements to enhance the customer experience and stimulate ridership, such as those that support transit-oriented development. The Senior or Principal Capital Planning Analyst in the Capital Financial Planning division serves an important role in helping the Board and senior executives to understand the scope and scale of BART’s current and forecast capital program, to facilitate data-driven prioritization of planned capital investments and to support the development of a coherent capital program funding strategy. In the current financial landscape, BART is faced with many financial challenges and pressures, including projected operating revenue deficits and construction material and labor cost escalation. If you love solving problems, enjoy strategic and critical thinking, and are adept at stakeholder engagement - it’s a particularly exciting time to work for BART! BART offers remote work opportunities, competitive compensation including great benefits, and a dynamic work environment. Selection Process Initial screening of applications will begin in May 2024. 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. Examples of Duties Principal Financial Analyst 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. Senior Financial Analyst: 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. Minimum Qualifications Principal Financial Analyst: Education : A Bachelor’s degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Four (4) years of (full-time equivalent) verifiable professional budgetary, financial or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Senior Financial Analyst: Education : A bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Three (3) years of (full-time equivalent) verifiable professional budgetary, financial, or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Principal Financial Analyst: 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 Senior Financial Analyst: Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of lead supervision and training. Principles of financial and operational analysis. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project management. Principles and practices of engineering and construction management. Advanced principles, practices, and procedures of accounting. Financial, statistical and comparative analysis principles, techniques and formulas. Principles and practices of project budget development, administration and control. Principles and practices of procurement. Methods and techniques for assessing performance against established objectives. Principles and practices of project scheduling. Principles and practices of financial record keeping and reporting. Current office procedures, methods and equipment including computers. Applicable financial computer software applications. Related Federal, State and local codes, laws and regulations. Skill in : Independently performing the most difficult financial and statistical analyses. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of assigned staff. Monitoring and reporting budget variances. Analyzing problems, identifying alternative solutions and implementing recommendations. Identifying funding sources for proposed and current projects. Creating timely purchase requisitions and disbursements of purchase orders. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing technical documents, proposals, contracts, and reports. Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants. Equal Employment Opportunity GroupBox1 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 . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: 7/31/2024 11:59 PM Pacific
BART
Oakland, California, United States
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. Job Summary Pay Rate Senior Performance Analyst: $118,792.71 - $ 154,431.88 Annually (AFSCME Pay Band F) Principal Performance Analyst: $127,505.43 - $165,757.06 Annually (AFSCME Pay Band G) Salary commensurate with experience and depending on position level which will be filled. Negotiable initial salary will be between the minimum to the midpoint range. Reports To Sr. Manager Performance & Innovation Current Assignment The San Francisco Bay Area Rapid Transit District (BART) is recruiting to fill one vacancy in the Performance & Innovation (P&I) division. The one vacancy can be filled with either a Principal Performance Analyst or a Senior Performance Analyst. Performance and Innovation’s role is to build BART’s capacity for continuous improvement by applying innovative thinking to business transformation. P&I exists to eliminate pain points and drive improvement across BART by breaking down silos and coaching front-line employees to create impactful solutions that last. The team harnesses industry-leading best practices in process improvement and change management to help teams across BART make effective solutions stick. The team also works with staff across the District to benchmark BART’s performance and identify specific targets for improvement using both quantitative and qualitative measures. Performance Analysts lead and support: the management of process improvement projects; meeting design and cross-functional workshop facilitation; curriculum development and training delivery; value stream and process map development and implementation; standard work (i.e., instructions, forms, checklists, templates) development and implementation; benchmarking research; data analysis; user research; and performance metrics development and management. Senior and Principal Performance Analysts are distinguished in that the latter leads and manages more complex projects and assignments independently. The positions require innovative thinking applied to strong analytical capabilities, including ability to: Champion and successfully lead execution of new ideas and initiatives Communicate effectively and transmit ideas to managers and other staff Make sound, practical decisions on complex issues and work independently in a resourceful manner Follow-through on assignments and work in a proactive fashion Work cross-functionally in teams and form partnerships to achieve objectives The positions also require a mindset that aligns with P&I values: Ask questions rather than make statements Treat everyone as an expert of their process Experiment, learn, and repeat Good work should be measured and celebrated Continuously seek to learn and be open to new ideas The ideal candidate will demonstrate skills/experiences in: Fostering continuous improvement, ideally using practices associated with Lean methodology Effectively managing change, ideally using practices associated with Prosci’s ADKAR methodology User research, service design, behavioral science, or design thinking Facilitating the documentation of processes in partnership with various stakeholders Experience coaching or teaching individuals and large groups Effectively designing, implementing, and continually improving on standard work (i.e., instructions, forms, checklists, templates) Developing performance measures and Key Performance Indicators (KPIs), determining performance targets, and evaluating results Designing and maintaining data visualizations, including dashboards Presenting results of data analyses clearly and succinctly to audiences with different levels of comfort and familiarity with charts and graphs Developing strategic messaging of quantitative and qualitative results Conducting benchmarking and comparative studies Building an inventory of continuous improvement tools Interest-based negotiation and conflict resolution Marketing, messaging, public speaking, and communication Examples of Duties Principal Performance Analyst: Leads the design, development, evaluation and implementation of performance analyses, maturity assessments, and process improvements including defining scope, goals and objectives, developing project plans and timelines, and interpreting analytical findings. Leads improvement initiatives including transformation projects; conducts training and advisory services; develops training curricula for continous improvement, including lean processes; documents and summarizes lessons learned from transformation projects and initiatives; develops and manages knowledge base of continuous improvement tools suitable for the District. Leads the development of project management approach for large system transformation or process improvement initiatives; defines scope, goals and objectives, develops project plans, timelines and other monitoring tools to ensure completion of project deliverables; utilizes change management tools to engage and facilitate buy-in from project stakeholders; determines, allocates and monitors project resources; develops status reports and regularly reviews project status with management. Provides support to the Senior Manager of Performance & Innovation and advises District management on the compliance, effectiveness, and economy of District activities. Participates in and leads the collection of data, including assisting with designing surveys and questionnaires, developing sample methodologies and overseeing resulting data collection; assists in the identification of data sources, collection, and validation of data. Coordinates assigned program activities with those of other departments, divisions and outside agencies and organizations; establishes partnerships with internal and external stakeholders and peers to ensure results are achieved. Prepares and reviews analytical and statistical reports tailored for various levels of District management; assists in systematizing/institutionalizing District-wide performance management analytics. Participates in and leads program and process evaluations based on outcomes of risk management, strategic planning, budgeting or other Districtwide initiatives; translates stated or implied District needs into researchable management analyses and initiatives. Participates in the preparation and administration of the department or division program budget; submits budget recommendations; monitors expenditures. Develops functional relationships with other departments, as assigned, to facilitate activities involving the departments; provides requested consulting services as requested on a broad range of issues. Leads assigned employees in their areas of work including methods, procedures and techniques. Assists with and leads monitoring, administering, and negotiating consultant contracts, coordinates consultant work with other departments, and serves as liaison for analyses and projects. Develops standard operating procedures and policies; monitors and supports transition from project phase to regular operations; conducts follow-up assessments as needed. Attends, leads, and participates in professional group meetings and a variety of committees; stays abreast of new trends and innovations in the field; prepares and presents staff reports and other correspondence as appropriate and necessary. May participate in the selection and training of assigned staff. Participates in special projects as assigned. EXAMPLES OF DUTIES (Senior Performance Analyst): Supports districtwide transformation initiatives, including documenting business processes, applying efficiencies to those processes, implementing large process or system transformation programs; implements concepts of change management. Researches, conducts and coordinates working sessions with District stakeholders to define performance metrics; assists with conducting studies to determine opportunities for measuring performance; maintains an awareness of performance management best practices. Participates in the collection of data, including assisting with designing surveys and questionnaires, developing sample methodologies and overseeing resulting data collection; assists in the identification of data sources, collection, and validation of data. Prepares analytical and statistical reports tailored for various levels of District management; assists in systematizing/institutionalizing the Districtwide performance management analytics. Participates in the analysis of program and process evaluations based on outcomes of risk management, strategic planning, budgeting or other Districtwide initiatives; translates stated or implied District needs into researchable management analyses and initiatives. Assists with the design, development, evaluation and implementation of performance analyses and assessments; assists with defining scope, goals and objectives; building project plans, timelines; interpreting analytical findings. Participates in the documentation and summary of lessons learned from transformation projects to develop a knowledge base of continuous improvement tools suitable for the District. Participates in developing project management approach for systems transformation or process improvement initiatives; participates in defining scope, goals and objectives, project plans, timelines and other monitoring tools for transformational projects; assists with the transitioning projects implementation and administration; prepares status reports for transformational projects (as needed). Assist with monitoring and administering consultant contracts, coordinates consultant work with other departments, and serves as liaison for analyses and projects. Attends and participates in professional group meetings and a variety of committees; stays abreast of new trends and innovations in the field of performance management; prepares and presents staff reports and other correspondence as appropriate and necessary. Participates in special projects as assigned. Minimum Qualifications Principal Performance Analyst: Education : A Bachelor’s degree in business administration, public administration, accounting, finance, statistics, data analytics or a closely related field from an accredited college or university. Experience : Four (4) years of (full-time equivalent) verifiable professional experience in operational or financial performance management, organizational development, lean process improvement, change management, policy analysis or project management experience, which must have included at least one (1) year of lead experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A Bachelor’s degree is preferred. Other Requirements : Possession of a valid certificate as a Project Management Professional (PMP) is desirable. MINIMUM QUALIFICATIONS (Senior Performance Analyst): Education : A Bachelor’s degree in business administration, public administration, accounting, finance, statistics, data analytics or a closely related field from an accredited college or university. Experience : Three (3) years of (full-time equivalent) verifiable professional experience in operational or financial performance management, organizational development, change management, policy analysis or project management experience. Substitution : Additional professional administrative, analytical and/or budgetary experience as outlined above, may be substituted for the education on a year-for-year basis. A college degree is preferred. Other Requirements : Possession of a valid certificate as a Project Management Professional (PMP) is desirable. Knowledge and Skills Principal Performance Analyst: Knowledge of : Continuous improvement, including practices and concepts of process management systems and Lean methodology. Methods and techniques of change management, strategic planning, enterprise risk management and transit strategic asset management; translation of stated or implied needs into researchable management analyses and initiatives. Principles of performance management, analysis, assessments, and improvement. Principles and practices of policy analysis, development and administration. Principles and practices of business systems applications and operational analysis. Methods and techniques of advanced data analysis, investigative and quantitative analysis, and quantitative methods such as statistical sampling and regression analysis. Funding policies of various government entities and commissions. Principles of lead supervision and training. Business and audit ethics. Current office procedures, methods, equipment, and applications. Principles of business letter writing and financial report preparation. Skill in : Recommending and leading the implementation of goals and objectives for performance management, transformation initiatives, and continuous improvement programs. Leading and supporting transformation initiatives, utilizing Lean process improvements and change management concepts. Leading performance or program evaluations and maturity assessments. Developing performance measures and Key Performance Indicators (KPIs), determining performance targets, evaluating results, and conducting benchmarking and comparative studies of progressive and innovative organizations. Data analytics; familiarity with designing and maintaining data associated with the delivery of regular reports and visualizations, including the design, maintenance, and updates to dashboards and other forms of communication. Ability to organize, combine, and tabulate large amounts of data into clear reports, charts, and dashboards that are understandable to stakeholders. Supervising analytical and technical staff; managing vendors, contractors and other parties. Supervising, organizing and reviewing the work of lower level staff. Selecting, supervising, training and evaluating subordinate co-workers. Partnering and collaborating with a broad range of peers and stakeholders for joint initiatives, coordinating participation and buy-in. Planning, supervising and designing research and evaluation projects. Applying practices and theories, techniques and management methodologies to assigned projects. Coordinating and administering budget processes for assigned departments or divisions. Researching, analyzing and evaluating programs, policies and procedures. Interpreting, explaining and enforcing division/department policies and procedures. Performing complex statistical, financial and other mathematical analyses. Operating office equipment and supporting software, including word processing and spreadsheet applications. Understanding the environment, demands, and consequences of evaluation/ assessment results and the impact of associated findings and reports. Making prudent, defensible and timely decisions. Exercising judgment in determining materiality of evaluation/ assessment results. Working independently in the absence of supervision. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing; ability to identify stakeholder sensitivities and adapt communications as necessary. Ability to organize, structure and frame ideas, issues, and strategies in a clear, focused, and persuasive manner. Establishing and maintaining effective working relationships with those contacted in the course of the work. Writing clear and concise reports. KNOWLEDGE AND SKILLS (Senior Performance Analyst): Knowledge of : Knowledge of and experience in performance or program evaluations, maturity assessments, and process improvements. Knowledge of and experience in continuous improvement, including practices and concepts of process management systems and Lean methodology. Principles and practices of policy analysis, development and administration. Principles and practices of business systems applications and operational analysis. Methods and techniques of data science through advanced analysis, investigative and quantitative analysis, and quantitative methods such as statistical sampling and regression analysis. Methods and techniques of change management and enterprise risk management. Principles and practices of general, fund, and government accounting. Principles of strategic asset management and strategic planning. Funding policies of various government entities and commissions. Related Federal, State and local laws, codes and regulations. Skill in : Developing performance measures and Key Performance Indicators (KPIs), determining performance targets, evaluating results, and conducting benchmarking and comparative studies of progressive and innovative organizations. Designing and maintaining data associated with the delivery of regular reports and visualizations, including the design, maintenance, and updates to dashboards and other forms of communication. Partnering and collaborating with a broad range of peers and stakeholders for joint initiatives, coordinating participation and buy-in. Recommending and implementing goals and objectives for performance management programs. Planning, supervising and designing research and evaluation projects. Applying practices and theories, techniques and management methodologies to assigned projects. Coordinating and administering budget process for assigned department or division. Researching, analyzing and evaluating programs, policies and procedures. Communicating clearly and concisely, both orally and in writing. Interpreting and explaining District policies and procedures. Identifying stakeholder sensitivities and adapt communications as necessary. Establishing and maintaining effective working relationships with those contacted in the course of work. Organizing, structuring and frame ideas, issues, and strategies in a clear, focused, and persuasive manner. Ability to organize, combine, and tabulate large amounts of data into clear reports, charts, and dashboards that are understandable to stakeholders. Equal Employment Opportunity GroupBox1 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 . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: 4/28/2024 11:59 PM Pacific
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. Job Summary Pay Rate Senior Performance Analyst: $118,792.71 - $ 154,431.88 Annually (AFSCME Pay Band F) Principal Performance Analyst: $127,505.43 - $165,757.06 Annually (AFSCME Pay Band G) Salary commensurate with experience and depending on position level which will be filled. Negotiable initial salary will be between the minimum to the midpoint range. Reports To Sr. Manager Performance & Innovation Current Assignment The San Francisco Bay Area Rapid Transit District (BART) is recruiting to fill one vacancy in the Performance & Innovation (P&I) division. The one vacancy can be filled with either a Principal Performance Analyst or a Senior Performance Analyst. Performance and Innovation’s role is to build BART’s capacity for continuous improvement by applying innovative thinking to business transformation. P&I exists to eliminate pain points and drive improvement across BART by breaking down silos and coaching front-line employees to create impactful solutions that last. The team harnesses industry-leading best practices in process improvement and change management to help teams across BART make effective solutions stick. The team also works with staff across the District to benchmark BART’s performance and identify specific targets for improvement using both quantitative and qualitative measures. Performance Analysts lead and support: the management of process improvement projects; meeting design and cross-functional workshop facilitation; curriculum development and training delivery; value stream and process map development and implementation; standard work (i.e., instructions, forms, checklists, templates) development and implementation; benchmarking research; data analysis; user research; and performance metrics development and management. Senior and Principal Performance Analysts are distinguished in that the latter leads and manages more complex projects and assignments independently. The positions require innovative thinking applied to strong analytical capabilities, including ability to: Champion and successfully lead execution of new ideas and initiatives Communicate effectively and transmit ideas to managers and other staff Make sound, practical decisions on complex issues and work independently in a resourceful manner Follow-through on assignments and work in a proactive fashion Work cross-functionally in teams and form partnerships to achieve objectives The positions also require a mindset that aligns with P&I values: Ask questions rather than make statements Treat everyone as an expert of their process Experiment, learn, and repeat Good work should be measured and celebrated Continuously seek to learn and be open to new ideas The ideal candidate will demonstrate skills/experiences in: Fostering continuous improvement, ideally using practices associated with Lean methodology Effectively managing change, ideally using practices associated with Prosci’s ADKAR methodology User research, service design, behavioral science, or design thinking Facilitating the documentation of processes in partnership with various stakeholders Experience coaching or teaching individuals and large groups Effectively designing, implementing, and continually improving on standard work (i.e., instructions, forms, checklists, templates) Developing performance measures and Key Performance Indicators (KPIs), determining performance targets, and evaluating results Designing and maintaining data visualizations, including dashboards Presenting results of data analyses clearly and succinctly to audiences with different levels of comfort and familiarity with charts and graphs Developing strategic messaging of quantitative and qualitative results Conducting benchmarking and comparative studies Building an inventory of continuous improvement tools Interest-based negotiation and conflict resolution Marketing, messaging, public speaking, and communication Examples of Duties Principal Performance Analyst: Leads the design, development, evaluation and implementation of performance analyses, maturity assessments, and process improvements including defining scope, goals and objectives, developing project plans and timelines, and interpreting analytical findings. Leads improvement initiatives including transformation projects; conducts training and advisory services; develops training curricula for continous improvement, including lean processes; documents and summarizes lessons learned from transformation projects and initiatives; develops and manages knowledge base of continuous improvement tools suitable for the District. Leads the development of project management approach for large system transformation or process improvement initiatives; defines scope, goals and objectives, develops project plans, timelines and other monitoring tools to ensure completion of project deliverables; utilizes change management tools to engage and facilitate buy-in from project stakeholders; determines, allocates and monitors project resources; develops status reports and regularly reviews project status with management. Provides support to the Senior Manager of Performance & Innovation and advises District management on the compliance, effectiveness, and economy of District activities. Participates in and leads the collection of data, including assisting with designing surveys and questionnaires, developing sample methodologies and overseeing resulting data collection; assists in the identification of data sources, collection, and validation of data. Coordinates assigned program activities with those of other departments, divisions and outside agencies and organizations; establishes partnerships with internal and external stakeholders and peers to ensure results are achieved. Prepares and reviews analytical and statistical reports tailored for various levels of District management; assists in systematizing/institutionalizing District-wide performance management analytics. Participates in and leads program and process evaluations based on outcomes of risk management, strategic planning, budgeting or other Districtwide initiatives; translates stated or implied District needs into researchable management analyses and initiatives. Participates in the preparation and administration of the department or division program budget; submits budget recommendations; monitors expenditures. Develops functional relationships with other departments, as assigned, to facilitate activities involving the departments; provides requested consulting services as requested on a broad range of issues. Leads assigned employees in their areas of work including methods, procedures and techniques. Assists with and leads monitoring, administering, and negotiating consultant contracts, coordinates consultant work with other departments, and serves as liaison for analyses and projects. Develops standard operating procedures and policies; monitors and supports transition from project phase to regular operations; conducts follow-up assessments as needed. Attends, leads, and participates in professional group meetings and a variety of committees; stays abreast of new trends and innovations in the field; prepares and presents staff reports and other correspondence as appropriate and necessary. May participate in the selection and training of assigned staff. Participates in special projects as assigned. EXAMPLES OF DUTIES (Senior Performance Analyst): Supports districtwide transformation initiatives, including documenting business processes, applying efficiencies to those processes, implementing large process or system transformation programs; implements concepts of change management. Researches, conducts and coordinates working sessions with District stakeholders to define performance metrics; assists with conducting studies to determine opportunities for measuring performance; maintains an awareness of performance management best practices. Participates in the collection of data, including assisting with designing surveys and questionnaires, developing sample methodologies and overseeing resulting data collection; assists in the identification of data sources, collection, and validation of data. Prepares analytical and statistical reports tailored for various levels of District management; assists in systematizing/institutionalizing the Districtwide performance management analytics. Participates in the analysis of program and process evaluations based on outcomes of risk management, strategic planning, budgeting or other Districtwide initiatives; translates stated or implied District needs into researchable management analyses and initiatives. Assists with the design, development, evaluation and implementation of performance analyses and assessments; assists with defining scope, goals and objectives; building project plans, timelines; interpreting analytical findings. Participates in the documentation and summary of lessons learned from transformation projects to develop a knowledge base of continuous improvement tools suitable for the District. Participates in developing project management approach for systems transformation or process improvement initiatives; participates in defining scope, goals and objectives, project plans, timelines and other monitoring tools for transformational projects; assists with the transitioning projects implementation and administration; prepares status reports for transformational projects (as needed). Assist with monitoring and administering consultant contracts, coordinates consultant work with other departments, and serves as liaison for analyses and projects. Attends and participates in professional group meetings and a variety of committees; stays abreast of new trends and innovations in the field of performance management; prepares and presents staff reports and other correspondence as appropriate and necessary. Participates in special projects as assigned. Minimum Qualifications Principal Performance Analyst: Education : A Bachelor’s degree in business administration, public administration, accounting, finance, statistics, data analytics or a closely related field from an accredited college or university. Experience : Four (4) years of (full-time equivalent) verifiable professional experience in operational or financial performance management, organizational development, lean process improvement, change management, policy analysis or project management experience, which must have included at least one (1) year of lead experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A Bachelor’s degree is preferred. Other Requirements : Possession of a valid certificate as a Project Management Professional (PMP) is desirable. MINIMUM QUALIFICATIONS (Senior Performance Analyst): Education : A Bachelor’s degree in business administration, public administration, accounting, finance, statistics, data analytics or a closely related field from an accredited college or university. Experience : Three (3) years of (full-time equivalent) verifiable professional experience in operational or financial performance management, organizational development, change management, policy analysis or project management experience. Substitution : Additional professional administrative, analytical and/or budgetary experience as outlined above, may be substituted for the education on a year-for-year basis. A college degree is preferred. Other Requirements : Possession of a valid certificate as a Project Management Professional (PMP) is desirable. Knowledge and Skills Principal Performance Analyst: Knowledge of : Continuous improvement, including practices and concepts of process management systems and Lean methodology. Methods and techniques of change management, strategic planning, enterprise risk management and transit strategic asset management; translation of stated or implied needs into researchable management analyses and initiatives. Principles of performance management, analysis, assessments, and improvement. Principles and practices of policy analysis, development and administration. Principles and practices of business systems applications and operational analysis. Methods and techniques of advanced data analysis, investigative and quantitative analysis, and quantitative methods such as statistical sampling and regression analysis. Funding policies of various government entities and commissions. Principles of lead supervision and training. Business and audit ethics. Current office procedures, methods, equipment, and applications. Principles of business letter writing and financial report preparation. Skill in : Recommending and leading the implementation of goals and objectives for performance management, transformation initiatives, and continuous improvement programs. Leading and supporting transformation initiatives, utilizing Lean process improvements and change management concepts. Leading performance or program evaluations and maturity assessments. Developing performance measures and Key Performance Indicators (KPIs), determining performance targets, evaluating results, and conducting benchmarking and comparative studies of progressive and innovative organizations. Data analytics; familiarity with designing and maintaining data associated with the delivery of regular reports and visualizations, including the design, maintenance, and updates to dashboards and other forms of communication. Ability to organize, combine, and tabulate large amounts of data into clear reports, charts, and dashboards that are understandable to stakeholders. Supervising analytical and technical staff; managing vendors, contractors and other parties. Supervising, organizing and reviewing the work of lower level staff. Selecting, supervising, training and evaluating subordinate co-workers. Partnering and collaborating with a broad range of peers and stakeholders for joint initiatives, coordinating participation and buy-in. Planning, supervising and designing research and evaluation projects. Applying practices and theories, techniques and management methodologies to assigned projects. Coordinating and administering budget processes for assigned departments or divisions. Researching, analyzing and evaluating programs, policies and procedures. Interpreting, explaining and enforcing division/department policies and procedures. Performing complex statistical, financial and other mathematical analyses. Operating office equipment and supporting software, including word processing and spreadsheet applications. Understanding the environment, demands, and consequences of evaluation/ assessment results and the impact of associated findings and reports. Making prudent, defensible and timely decisions. Exercising judgment in determining materiality of evaluation/ assessment results. Working independently in the absence of supervision. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing; ability to identify stakeholder sensitivities and adapt communications as necessary. Ability to organize, structure and frame ideas, issues, and strategies in a clear, focused, and persuasive manner. Establishing and maintaining effective working relationships with those contacted in the course of the work. Writing clear and concise reports. KNOWLEDGE AND SKILLS (Senior Performance Analyst): Knowledge of : Knowledge of and experience in performance or program evaluations, maturity assessments, and process improvements. Knowledge of and experience in continuous improvement, including practices and concepts of process management systems and Lean methodology. Principles and practices of policy analysis, development and administration. Principles and practices of business systems applications and operational analysis. Methods and techniques of data science through advanced analysis, investigative and quantitative analysis, and quantitative methods such as statistical sampling and regression analysis. Methods and techniques of change management and enterprise risk management. Principles and practices of general, fund, and government accounting. Principles of strategic asset management and strategic planning. Funding policies of various government entities and commissions. Related Federal, State and local laws, codes and regulations. Skill in : Developing performance measures and Key Performance Indicators (KPIs), determining performance targets, evaluating results, and conducting benchmarking and comparative studies of progressive and innovative organizations. Designing and maintaining data associated with the delivery of regular reports and visualizations, including the design, maintenance, and updates to dashboards and other forms of communication. Partnering and collaborating with a broad range of peers and stakeholders for joint initiatives, coordinating participation and buy-in. Recommending and implementing goals and objectives for performance management programs. Planning, supervising and designing research and evaluation projects. Applying practices and theories, techniques and management methodologies to assigned projects. Coordinating and administering budget process for assigned department or division. Researching, analyzing and evaluating programs, policies and procedures. Communicating clearly and concisely, both orally and in writing. Interpreting and explaining District policies and procedures. Identifying stakeholder sensitivities and adapt communications as necessary. Establishing and maintaining effective working relationships with those contacted in the course of work. Organizing, structuring and frame ideas, issues, and strategies in a clear, focused, and persuasive manner. Ability to organize, combine, and tabulate large amounts of data into clear reports, charts, and dashboards that are understandable to stakeholders. Equal Employment Opportunity GroupBox1 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 . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: 4/28/2024 11:59 PM Pacific