Senior Financial Analyst (AFSCME) Pool Posting

  • BART
  • Oakland, California
  • Nov 03, 2018
Full Time Accounting and Finance Parks and Recreation

Job Description

Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits and employment stability. BART is looking for people who like to be challenged, work in a fast paced environment, and have a passion for connecting over 400,000 daily riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program.

Pay and Benefits

BART offers comprehensive compensation and benefits programs. Benefits include CalPERS pension (2% at 55 for classic members); excellent medical (effective January 1, 2017 current employee cost $140.82 monthly for most plans), vision, and dental coverage; supplemental insurances; paid holidays and vacation; as well as two investment programs, one of which is entirely funded by BART. BART does not participate in Social Security. Complimentary BART passes for employee and qualifying dependents.

Pay Rate

(AFSCME Payband E)
$93,590.59 ( Minimum) - $121,667.45 (Maximum)

Posted Date

March 5, 2018

Closing Date

Open Until Filled
*Initial screening of applications will begin on March 19, 2017

Reports To

Maintenance and Engineering

Days Off

Saturday and Sunday

Who May Apply

All current BART employees and qualified individuals who are not yet BART employees.

Current Assignment

The selected incumbents will be responsible for working with managers and various District staff to develop and track the Maintenance and Engineering department's annual capital and/or operating budgets and expenditures; identify, analyze, and quantify issues with fiscal impacts and propose and collaborate to identify alternatives; and perform ad-hoc projects as required.
Key responsibilities for these positions include identifying and resolving complex financial and analytical issues, which require strong execution and analytical abilities, such as:
Working independently and defining workload Project planning and project management Taking initiative, including the introduction and support of changes to processes and procedures; identifying and understanding issues, problems and opportunities; and devising appropriate solutions; Building and maintaining relationships with both internal and external customers. Understanding capital and/or operational needs and translating them into financial realities. The successful candidates will demonstrate one or more of the following skills/experience beyond the minimum qualifications depending on placement in the areas outlined below:
Capital Projects:
Provides support to project managers in setting budgets, schedules and estimates, tracks progress on projects versus original budgets and schedules; works closely with project staff to ensure project compliance. Provision of independent oversight and control of project budgets and internal/external spending within approved limits and eligibility constraints; ability to take corrective action when budget/funding limits are reached. Ability to support capital project efforts, including preparation of procurement documents, project schedules & funding data to facilitate the appropriate project tracking of expenditures; coordinates project activity with project team; validating financials are aligned with all project phase/activities/tasks. Perform complex financial analysis on project performance including the ability to forecast projects from initiation through closure. Keen understanding to aligning prioritization of funds within activities based on funding expiration dates with estimates project expenditures. Operating Budgets:
Substantial experience budgeting annual operating uses, tracking and analyzing financial performance, developing fiscal projections, and preparing and presenting monthly, quarterly, and ad-hoc reports. Substantial experience with public agency budgeting and governmental budgeting and accounting; Problem solving, research, and presentation skills including ability to identify and frame issues and collect, manipulate, and structure large quantities of diverse data appropriately for analysis (MS Office Suite a must, PeopleSoft preferred).

Essential Job Functions

  • 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 caomparative 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

Bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university.
Three (3) years of (full-time equivalent) verifiable professional budgetary, financial, or management analysis experience.
Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred
Knowledge of:
  • Operations, services and activities of a comprehensive budget and financial control program.
  • Principles of 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 departmentpolicies 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.

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.

Application Process

External applicants may only apply online, at  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, or on WebBART.  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.  On line 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.

Equal Employment Opportunity

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 calling (510) 464-6112.

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

Other Information

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


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 call the Employment Help Line at (510) 464-6112 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 call the Employment Help Line at (510) 464-6112, between the hours of 8:15am - 5:00pm, Monday- Friday.