Budget Analyst

GENERAL DESCRIPTION: The Budget Analyst III is a Journey-Level Budget Analyst position that will report to the Manager, Budgets and is responsible for analyzing and preparing the operating and capital budgets for three agencies: the San Mateo County Transit District (SamTrans), the Peninsula Corridor Joint Powers Board (Caltrain), San Mateo County Express Lanes Joint Powers Authority (SMCEL-JPA), and the San Mateo County Transportation Authority (TA). EXAMPLES OF ESSENTIAL FUNCTIONS: Receive, review, and monitor cost center manager budget requests for SamTrans, Caltrain, and TA capital and operating programs. Prepare the budget report in the monthly financial statement and staff reports for Board approval. Review and verify budget authority for both operating and capital projects for all three agencies, including monthly and quarterly staff reports. Review and analyze year-over-year budget changes, historical and future trends, and project budget assumptions. Liaison with internal staff and external stakeholders to provide and/or retrieve budget information. Assist with development of annual budget process; development of baseline budgets, and processing new budget requests for approval by executive team. EXAMPLES OF DUTIES: Analyze and process the activation of funds for capital projects. Monitor the implementation of the funding plan for capital projects. Provide operating and capital analysis for current budget year activities. Process budget transfer requests. Prepare the monthly financial statement presented to the Board of Directors. Prepare the annual budget book based on the Government Finance Officer Associations’ (GFOA) standards and best practices. Prepare budget presentations for Citizen’s Advisory Committees and Board of Directors approval. Prepare funding application to Metropolitan Transportation Commission (MTC) for State Transit Assistance and Transportation Development Act funds. Prepare statistical portion of Comprehensive Annual Financial Report (CAFR) for all three-business units. Conduct training for Cost Center Managers for budget process as needed. Perform all job duties and responsibilities in a safe manner to protect one’s self, 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. SUPERVISION: Works under the general supervision of the Manager, Budgets who establishes goals and objectives and evaluates performance. MINIMUM QUALIFICATIONS: Sufficient 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: A Bachelor’s Degree in accounting, finance, or related field. Three (3) years full-time increasingly responsible experience in budgeting, forecasting, financial analysis, or related field. PREFERRED QUALIFICATIONS: Experience with grant budgeting is desirable. Experience with enterprise financial management system (e.g. PeopleSoft) is desirable. Experience with Government Finance Officer Association (GFOA) reporting is desirable. Effective written and oral communication skills. Effective research and analytical skills. Proficiency in Microsoft Office Suite programs. SELECTION PROCESS MAY INCLUDE: The selection process may consist of an evaluation of the applicant’s qualifications, panel interview, practical exercise and/or internal Department interviews. Upon completion of the selection process, an offer of employment may be conditionally based upon the successful completion of employment and education verification and criminal background check. The Human Resources Department will make reasonable efforts in the recruitment/examination process to accommodate applicants with disabilities upon request. If you have a need for an accommodation, please contact the Human Resources Department at View phone number on click.appcast.io. SamTrans celebrates diversity and is committed to creating an inclusive and welcoming workplace environment. We are an Affi… #J-18808-Ljbffr