Budget Analyst II

General

The Budget Analyst II is a journey level Budget Analyst who reports to the Budget Manager and supports in the planning, development, monitoring, and reporting for the operating budgets for four agencies: the San Mateo County Transit District (SamTrans), the Peninsula Corridor Joint Powers Board (Caltrain), the San Mateo County Transportation Authority (TA), and the San Mateo County Express Lanes Joint Powers Authority (ELJPA), collectively referred to as the Agencies.

APPLICATION DEADLINE: Sunday, January 12, 2025 (1st cutoff Sunday, December 15, 2024)

Essential Functions & Duties

Examples of Essential Functions:

• Assist with development, compilation, review and analysis of the operating budgets, both annual and biennial to include budget amendment process.
• Facilitate intake and review of cost center manager budget requests for the Agencies’ operating programs, support in ongoing analysis and monitoring of approved requests.
• Support development of financial reports to be submitted for Board approval.
• Conduct financial analysis as needed including but not limited to; variance analysis, year-over-year budget changes, trend analysis, and budget assumptions.
• Liaise with internal and external stakeholders to support budget development, financial analysis, and other general financial support as needed.
• Prepare the monthly financial statement presented to the Board of Directors.

Examples of Essential Duties:

• Analyzes and verifies data for accuracy.
• Monitor the performance of actualized expenses versus the adopted operating budget and provide meaningful insights into variances in addition to any other ad-hoc analysis.
• Prepare budget presentations for Citizen’s Advisory Committees and Boards of Directors meetings.
• Process budget transfer requests.
• Assist with preparation of the annual budget books based on the Government Finance Officer Associations’ (GFOA) standards and best practices.
• Identify relevant data sources and support in obtaining requisite datasets to support in ad-hoc analysis as requested.
• Assist with training for Cost Center Managers for budget process as needed.
• Seeks out information in support of job functions from peers, internal, and external resources.
• Assist with preparation the funding application to Metropolitan Transportation Commission (MTC) for State Transit Assistance and Transportation Development Act funds.
• 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 to reduce or eliminate accidents.
• Performs other duties as assigned.

Supervision: Works under general supervision of the Budget Director who establishes goals and objectives for the budget team. This Budget Analyst II reports to the Manager of Budgets who sets performance goals and evaluates performance.

Minimum Qualifications

Sufficient experience, training and/or education to demonstrate the knowledge and ability to successfully perform the essential functions of the position. In lieu of a degree, work-related experience that demonstrates the skills and experience necessary to perform this role will be accepted. Development of the required knowledge and abilities is typically obtained through but not limited to:

• Bachelor’s degree in business, accounting, finance, or related field.
• Two (2) years full-time experience in budgeting, forecasting, financial analysis, or related field. Relevant master’s degree may substitute up to one (1) year of full-time experience requirement.

Preferred Qualifications:

• Experience with public sector budgeting is desirable.
• Experience with enterprise financial management systems (e.g. PeopleSoft) is desirable.
• Experience with Government Finance Officer Association (GFOA) reporting is desirable.
• Participation in external professional groups such as GFOA, American Public Transportation Association (APTA), or other related finance / transit organizations.
• Proficiency in Microsoft Office Suite programs, specifically intermediate or higher Excel proficiency is desired.
• Experience preparing and presenting written and oral communications and / or presentations in a professional setting.

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 8.25 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 $2,000.
  

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: 1/12/2025 11:59 PM Pacific

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• San Mateo County Transit District

• 650-508-6308

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