GeneralThis Administrative Analyst II (Finance) reports to the Chief Financial Officer (CFO) and is responsible for performing a variety of administrative and analytical work in support of the CFO , Deputy CFO, and the Finance Division for the San Mateo County Transit District (SamTrans) . SamTrans is the managing agency for three additional agencies: Peninsula Corridor Joint Powers Board (Caltrain) , . San Mateo County Transportation Authority (TA), and the San Mateo County 101 Express Lanes Joint Powers Authority (SMCELJPA).
Essential Functions & Duties- Liaise with and respond to internal and external stakeholders on Finance items.
- Makes recommendations for action; prepares narrative and/or statistical reports.
- Ensure departmental compliance with District’s policy and procedures.
- Develop Standard Operating Procedures (SOPs), manuals, training materials and templates for internal and external customers.
- Represent and develop responses to program audit requests/findings for departments including Finance, and Contracts & Procurement.
- Oversee administration of Office of the CFO document control processes, including recording maintenance to ensure compliance with established policies and procedures and third-party requirements.
- Ensure EEO policies and procedures are followed.
- Identify and recommend staff training and professional development.
Examples of Duties:
- Provide administrative support to the CFO and Finance leadership including proactive engagement with CFO to manage scheduling/cal endaring.
- Prepare agendas, reports, studies, conduct analysis as need ed.
- Coordinate and organize drafts for staff reports and resolutions issued by the CFO and Finance leadership.
- Manage submissions for Board items, including timing and tracking of submissions , and engaging with stakeholders to adhere to timelines.
- Partner with and liaise with Human Resources on key Finance issues including recruitment, training, interns, position control, org charts, and other activities .
- Primary P-Card holder for Finance Division; makes purchases including office supplies for the Finance Division, ensuring purchases have proper documentation and accounting codes, and performing monthly account reconciliation of these purchases in PeopleSoft.
- Manage the department’s records retention efforts to ensure timely disposal of records in accordance with established procedures.
- May assist in developing and administering annual Finance Division budgets, including analyzing current and historical trends, determining variances , and improving cost effectiveness.
- Develop and present training and technical assistance to staff and contractors on agency contracting policies, procedures , and requirements including onboarding process.
- 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 in an effort to reduce or eliminate accidents.
- Perform other duties as assigned.
Minimum QualificationsSufficient education, training and experience to demonstrate the knowledge and ability to successfully perform the essential functions of the position. Development of the required knowledge and abilities is typically obtained through but not limited to:
- Bachelor’s degree in Business or Public Administration , Planning, Public Policy, Finance, Human Resources Management, and/or other related field.
- Two (2) years of experience performing professional level administrative and analytical experience
Preferred Qualifications:
- Experience in public agency performing Finance or Human Resource functions
- Strong analytical and organizational skills
- Effective verbal and written communication skills
- Demonstrate strong skills in exercising judgment and working independently.
Additional InformationSupervision : Works under the general supervision of the CFO who assigns tasks and responsibilities, and monitors and evaluates performance.
Below is a summary of the comprehensive benefits provided to District full-time employees:
Health and Welfare Benefits:
- Healthcare Benefits -District employees are offered a choice of healthcare providers under the CalPERS Health Benefits Program.The District will contribute ninety (90) percent towards monthly premiums for full-time employees. Fifty (50) percent for part-time employees.
- Free Dental and Vision Benefits provided - Employer Covers Premiums
- Free Employee Assistance Benefit - Employees are entitled to 5 face-to-face sessions or telephonic or web-video consultations for problem-solving support per incident, per calendar year.
- Flexible Spending Accounts - Pre-tax dollars to pay for qualified Health or Dependent Care expenses.
Retirement Medical Benefits:
- Long Term Disability Insurance - After 90 days of total disability, Administrative full-time employees are eligible for 60% of monthly income covered by the District.
- Health and Wellness - Gyms located at most work locations and discounted Weight Watcher Membership Option.
Holidays and Paid Time Off:
- Paid Time Off - Newly hired employees accrue 6.5 hours bi-weekly when hired (if Exempt 8.5 hours).As you move up in years of service credit, the rate of the amount of PTO accrued will also increase.
- Paid Holidays - The District provides seven paid holidays throughout the year - New Years Day, Martin Luther King Jr. Day, Memorial Day, Independence Day (July 4th), Labor Day, Thanksgiving Day and Christmas Day
- Floating Holidays - District employees can earn up to five (5) floating holidays.
Financial Planning Benefits:
- Pension Benefits through CalPERS -You must have a minimum of 5 years of service to be eligible for this pension.
- CalPERS PEPRA vs. Classic - All employees hired on, or after January 1, 2013, are considered PEPRA members and will contribute 8% of their salary up to the maximum IRS cut-off. All Classic members will contribute 6%
- Deferred Compensation Options - Select to contribute to one or both of our Tax Deferred Compensation Options
- Reliance Standard Life Insurance with 100% premium paid by the District - 1 times annual salary of employee - max $200,000
- Optional Life Insurance - Employees may purchase additional life insurance for themselves and their eligible family members.
Growth and Education Benefits:
- Professional Development - Access to LinkedIn Learning and San Mateo County’s professional training. District Tuition Reimbursement Program - A maximum of $5,250 per year for courses related to your job or career goals with the District.
- Computer Loan Program - Interest-free two-year loan with a maximum amount of $4,000.
Other Amazing Benefits:
- Credit Union - Employees and family members are eligible to join the San Mateo Credit Union and Patelco Credit Union.
- Employee Clean Commute (ECC) - Car/Van poolers and Public Transit riders receive a monthly reimbursement.
- Commuter Benefits - Free Employee Parking; Free Bus Pass for employee as well as children/spouse; Clipper Card/Go Pass Program for Central employees.
For union employees, all of the above benefits are subject to the employee’s Collective Bargaining Agreement. Benefits listed are also subject to change with or without notice and are subject to contract/provider terms and conditions.
Closing Date/Time: 6/23/2024 11:59 PM Pacific
