Principal Financial Analyst (AFSCME)

  • BART
  • Oakland, California
  • Nov 14, 2019
Full Time Accounting and Finance

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.


Rolling Stock & Shop Administration

Pay and Benefits

BART offers comprehensive compensation and benefits programs. Benefits include CalPERS pension; excellent medical (effective January 1, 2019 current employee cost $147.14 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

$114,081.83 / annually - $148,306.37 / annually (AFSCME Pay Band G)

Posted Date

November 13, 2019

Closing Date

Open until Filled
Initial screening starting on December 2, 2019

Reports To

Manager of RSS Administration

Days Off

Saturday and Sunday

Who May Apply

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

Current Assignment

Under the direction of the Manager of Rolling Stock & Shops Administration, the two (2) Principal Financial Analyst (PFA) will be responsible for supporting the department's strategic operational and financial goals.
The incumbent will conduct highly complex analysis and support the department by developing large-scale financial and operational models for determining resource needs for the department of over 800 FTE and over 50 distinct job classes. The PFA will also be responsible for cost optimization for maintenance activities by utilizing advanced Excel and other data visualization tools to manage and conduct the extraction, manipulation, and analysis of data. The models will align Rolling Stock and Shops (RS&S) staffing and material levels with operational needs with service level agreements, railcar availability, efficiency and reliability factors, parameters in collective bargaining agreements, and other variables to ensure that RS&S is utilizing support staff and maintenance shop resources efficiently.
The incumbent will be responsible for ad hoc costing and analysis, which include but not limited to, cash flow, cost benefits, labor costings, operating and capital budget, and trend analysis. In addition to conducting a wide array of financial analyses, the incumbent will conduct data modeling, which include labor hour analysis and tracking, non-labor and parts review and analysis, studies on labor, etc. S/he will complete analysis projects and provide management with strategic operational scenarios for decision making and implementation.
The incumbent will also provide managers reports and operations-based financial results to provide insights, drive decision making, and monitor effectiveness of existing programs. The incumbent may also serve as RS&S subject matter expert for RS&S management and other District departments in the areas of data analytics, business intelligence and reporting data related to operations.
The Principal Financial Analyst will assist the Manager of Rolling Stock & Shops Administration on resource forecasting, analytics, and developing and tracking key performance benchmarks for operations within the Department. The incumbent will communicate effectively with District staff at various levels.
The ideal candidate(s) should demonstrate the following skills/experience beyond the minimum qualifications:
  • Experience conducting complex financial analysis and creating financial and staffing models;
  • Experience extracting, manipulating, analyzing and joining large data sets;
  • Experience with Oracle-based financial, budgetary and human resource systems or comparable system;
  • Problem solving skills, including ability to frame issues and structure data appropriately for analysis;
  • Ability to understand complex issues, and work towards a solution;
  • Advanced software skills - which may include SQL, DAX, Power BI, Python, R and/or data manipulation tools as well as significant, in depth experience in manipulating advanced relational database systems;
  • In-depth experience in manipulating advanced relational database systems (ex. Oracle) including use of report writing software, queries, etc.;
  • Excellent research, reading comprehension, and professional writing skills;
  • Ability and interest in working in a rapid paced and evolving environment;
  • Ability and interest in managing ambiguity;
  • Ability and interest in challenging the status quo;
  • Ability to present analysis in formats appropriate for staff and management;
  • Ability to conduct work in an office or shop environment.

Essential Job Functions

Duties may include, but not limited to, the following:
  • Recommends and assists in the implementation of goals and objectives; implements approved policies and procedures;
  • Makes recommendations for changes and improvements to existing standards and procedures; interacts with consultants and experts to execute process improvements to broaden scope and services of the division; acts as a partner in both organizational and division change management.
  • Conducts complex financial and management analysis to evaluate District performance and capital spending efficiency; prepares and presents study findings and recommendations; implements recommendations and provides assistance to District departments in assessing performance against stated objectives.
  • Participates in the preparation and administration of District-wide budgets; compiles and analyzes budget data; coordinates activities within other divisions and departments.
  • Manages the financial system of record for all project entries including setting up projects, initial staffing and budgets; creates customer contract entries for all external awards from federal, state and local sources including FTA and Measure RR. Trains, monitors and approves work of senior financial analysts performing same duties.
  • Optimizes capital spending and distribution of expenses across both internal and external capital funding sources; identifies funding sources for proposed projects; projects cash flow requirements; maintains budgetary records.
  • Analyzes contract provisions and change orders related to approved cost of work and budget allocations to ascertain if there are funds available to support it; 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.
  • Provides key funding and compliance information to project managers and financial analysts to support agency capital activities; tracks progress on projects versus original budgets and schedules; works closely with project staff and consultants to ensure project compliance; provide spending and fund allocation information to accounting for invoicing and reimbursement to the agency for all capital activities.
  • Execute project and grant closeout to ensure all budget, expenses, funds and contracts are reconciled and closeout procedures are completed.
  • Leads meetings, presentations, trainings and other work representing the division;
  • Participates in the hiring and selection of staff; mentors and trains new and existing staff in need of support; works with employees to correct deficiencies; tracks and implements discipline procedures as needed.
  • Pursues professional development opportunities; stays abreast of new trends and innovations in the field of financial analysis and program management.

Minimum Qualifications

Education: 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 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, and 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.
  • Communicating clearly and concisely, both orally and in writing.
  • Establishing and maintaining effective working relationships with those contacted in the course of work.

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 emailing at least 5 days before your examination date at .

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 email Employment Help at 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 , between the hours of 8:15am - 5:00pm, Monday- Friday.