Senior Financial Analyst (Pool Posting)

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.

Pay Rate
AFSCME Pay Grade 13

This job classification has moved to a salary step structure as of January 1, 2025. Individuals hired into the classification will typically be appointed at step 1 of the salary range. They will advance to step 2 after working in the position for six (6) months, to step 3 one year from the hire date, and to steps 4 and 5 at one-year intervals thereafter. Each salary step progression will provide a 5% increase to the employee's base salary until step 5 is reached. The salary range for this job classification is $123,364.80 to $149,947.20.

The starting negotiable salary offer will be $123,364.80/annually (Step 1), commensurate with education and experience.

Reports To
Manager of Capital Project Support, Business Administration

Current Assignment

First review of applications will be on August 13, 2025.

The Senior Financial Analyst will be responsible for monitoring and administrating complex, multi-year Capital Projects including (in part) their associated construction contracts, professional service agreements and federal, state, and local funding grants; compiling actual costs by project, performing financial, statistical and comparative analysis of actual and budget costs, developing project work breakdown structures and estimating project budget as well as other associated tasks as assigned by the Manager of Capital Project Support.

The most qualified candidate for this position will have highly developed competencies beyond the minimum qualifications in the following areas, which will be reinforced with related work experience and will be clearly articulated during the selection process:

1. Principles and practices of capital budgeting and financial management.
2. Ability to reconcile and ensure consistency of data from various sources and assist in driving the automation of reports and analyses.
3. Presentation and communication skills necessary to effectively articulate project financial management information embedded in data and analytical reports.
4. Ability to develop and foster relationships with all levels of the organization may include external entities and/or customers.
5. Problem-solving skills, including the ability to frame issues and provide the statistical data or narrative for presentation to management.
6. Ability to develop, assess, and continuously improve systems and processes to achieve greater efficiencies.
7. Strong prioritization skills with the ability to manage multiple projects and maintain high attention to detail.
8. Advanced user of Excel (e.g. Pivot table, lookup and reference functions, if statements, data importing and linking), Word and PowerPoint
9. Experience with ERP financial software such as Oracle/PeopleSoft Financials including budgeting, planning, commitment control and procurement.

Application Process
External applicants may only apply online, at www.bart.gov/jobs. Applicants needing assistance with the online application process may receive additional information by calling (510) 464-6112.

Current employees are strongly encouraged to apply online, either at www.bart.gov/jobs, or on EmployeeConnect. Current employees may also apply using a BART paper application by delivering the completed form to the Human Resources Department, or by mailing it to P.O. Box 12688, Oakland, CA 94604-2688.

All applicants are asked to complete the application in full, indicating dates of employment, all positions held, hours worked, and a full description of duties. Online applicants are invited to electronically attach a resume to the application form to provide supplemental information but should not consider the resume a substitute for the application form itself.

Applications must be complete by the closing date and time listed on the job announcement.

Other Information

Please be prepared to present documentation in support of any required licenses, degrees, or certifications upon request.

Please note that any job announcement may be canceled at any time.

Note

When you have successfully applied for this position you will receive an auto reply e-mail acknowledging that your application was received for this position. Please retain a copy of the e-mail for your records. If you receive an auto reply that does not specifically reference this position, please email Employment Help at employment@bart.gov for assistance.

To verify submission of your application, click on the 'My Career Tools' link at the top of the 'Careers Home Page' after submitting your application to view the list of applications you have submitted (including application date and status). If you have further questions, please email the Employment Help at employment@bart.gov, between the hours of 8:15am - 5:00pm, Monday- Friday.

1. Participates in the more difficult work of staff responsible for complex financial, statistical, and program management analysis in assigned division area.
   
   
2. 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.
   
   
3. 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.
   
   
4. 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.
   
   
5. Identifies funding sources for proposed projects; projects cash flow requirements; maintains budgetary records for proposed projects.
   
   
6. 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.
   
   
7. Develops and recommends improvements to computerized financial management system.
   
   
8. 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.
   
   
9. 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.
   
   
10. May train assigned employees in their areas of work including budgeting and financial analysis methods, procedures and techniques.
    
    
11. Prepares quarterly, semi-annual, and special analytical and statistical reports on operations and activities for management, regulatory and outside agencies.
    
    
12. Reviews invoices; determines budget conformity; reports discrepancies and billing adjustments.
    
    
13. 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.
    
    
14. Participates in special projects as assigned.

• Operations, services and activities of a comprehensive budget and financial control program.
• Principlesofleadsupervisionandtraining.
• Principlesoffinancialandoperationalanalysis.
• Federal,Stateandlocalfundingprograms,associatedguidelinesand processes.
• Principlesandpracticesofprojectmanagement.
• Principlesandpracticesofengineeringandconstructionmanagement.
• Advancedprinciples,practices,andproceduresofaccounting.
• Financial,statisticalandcomparativeanalysisprinciples,techniquesand formulas.
• Principlesandpracticesofprojectbudgetdevelopment,administrationand control.
• Principlesandpracticesofprocurement.
• Methodsandtechniquesforassessingperformanceagainstestablished objectives.
• Principlesandpracticesofprojectscheduling.
• Principlesandpracticesoffinancialrecordkeepingandreporting.
• Currentofficeprocedures,methodsandequipmentincludingcomputers.
• Applicablefinancialcomputersoftwareapplications.
• Related Federal, State and local codes, laws and regulations.

• Independently performing the most difficult financial and statistical analyses.
• Interpretingandexplainingdepartmentpoliciesandprocedures.
• Leading,organizingandreviewingtheworkofassignedstaff.
• Monitoringandreportingbudgetvariances.
• Analyzingproblems,identifyingalternativesolutionsandimplementing recommendations.
• Identifyingfundingsourcesforproposedandcurrentprojects.
• Creatingtimelypurchaserequisitionsanddisbursementsofpurchaseorders.
• Performingaccuratecomplexfinancialcalculations.
• Utilizing,maintainingandupdatingcomputerizedfinancial/projectmanagementsystems and reports.
• Developing,organizing,reviewingandanalyzingtechnicaldocuments,proposals, contracts, and reports.
• Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment.
• Understandingandfollowingoralandwritteninstructions.
• Communicatingclearlyandconcisely,bothorallyandinwriting.
• Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants.

Equal Employment OpportunityGroupBox1

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.