Budget Analyst II bei San Mateo County Transit District, CA

About the Department

The Budget Analyst II is a journey level Budget Analyst who reports to the Budget Manager and supports in the planning, development, monitoring, and reporting for the operating budgets for four agencies: the San Mateo County Transit District (SamTrans), the Peninsula Corridor Joint Powers Board (Caltrain), the San Mateo County Transportation Authority (TA), and the San Mateo County Express Lanes Joint Powers Authority (ELJPA), collectively referred to as the Agencies.

Position Duties

• Assist with development, compilation, review and analysis of the operating and capital budgets, both annual and biennial to include budget amendment process.
• Facilitate intake and review of cost center manager budget requests for the Agencies’ operating programs, support in ongoing analysis and monitoring of approved requests.
• Support development of financial reports to be submitted for Board approval.
• Conduct financial analysis as needed including but not limited to; variance analysis, year-over-year budget changes, trend analysis, and budget assumptions. 
• Liaise with internal and external stakeholders to support budget development, financial analysis, and other general financial support as needed.
• Prepare the monthly financial statement presented to the Board of Directors.

• Analyzes and verifies data for accuracy.
• Monitor the performance of actualized expenses versus the adopted operating budget and provide meaningful insights into variances in addition to any other ad-hoc analysis.
• Prepare budget presentations for Citizen’s Advisory Committees and Boards of Directors meetings.
• Process budget transfer requests.
• Assist with preparation of the annual budget books based on the Government Finance Officer Associations’ (GFOA) standards and best practices.
• Identify relevant data sources and support in obtaining requisite datasets to support in ad-hoc analysis as requested.
• Assist with training for Cost Center Managers for budget process as needed.
• Seeks out information in support of job functions from peers, internal, and external resources.
• Assist with preparation the funding application to Metropolitan Transportation Commission (MTC) for State Transit Assistance and Transportation Development Act funds.
• Perform all job duties and responsibilities in a safe manner to protect oneself, fellow employees and the public from injury or harm. Promote safety awareness and follow safety procedures to reduce or eliminate accidents.
• Performs other duties as assigned.

Minimum Qualifications

Sufficient experience, training and/or education to demonstrate the knowledge and ability to successfully perform the essential functions of the position. In lieu of a degree, work-related experience that demonstrates the skills and experience necessary to perform this role will be accepted. Development of the required knowledge and abilities is typically obtained through but not limited to:

• Bachelor’s degree in business, accounting, finance, or related field. 
• Two (2) years full-time experience in budgeting, forecasting, financial analysis, or related field. 

• Experience with grant budgeting.
• Public Sector experience, ideally transportation related.
• Experience with enterprise financial management system (e.g. PeopleSoft).
• Experience with Government Finance Officer Association (GFOA) reporting.
• Effective written and oral communication skills in one-to-one and one-to-many settings. 
• Effective research and analytical skills.
• Proficiency in Microsoft Office Suite programs, specifically Excel and PowerPoint.