Financial Analyst I (AFSCME)

Marketing Statement

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 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 RATE
This classification has moved to a salary step structure as of January 1, 2025. Individuals hired into the classification will typically be appointed at Step 1 of the salary range. They will advance to Step 2 after working in the position for six (6) months, to Step 3 after working in the position for twelve (12) months, and to Steps 4 and 5 at one (1)-year intervals thereafter. Each salary step progression will provide a 5% increase to the employee's base salary until Step 5 is reached. The salary range for the Financial Analyst I is $88,939.20 to $109,304 (AFSCME Grade 1).

Negotiable starting salary will be between $88,939.20 to $109,304/annually depending on experience and education.

REPORTS TO
Manager of Capital Support

DEFINITION
Under supervision, performs a variety of professional level duties in support of budget development and administration, financial analysis and project control; provides project control for projects and programs in an assigned division; and performs related duties as assigned.

CLASS CHARACTERISTICS
This is the entry level classification in the Financial Analyst series. Positions at this level perform entry level tasks and duties and is typically used as a training classification with incumbents with limited or no directly related work experience. This classification is distinguished from the Financial Analyst II by the performance of the more routine tasks and duties assigned to positions within the series.

CURRENT ASSIGNMENT
Join BART's growing Office of Infrastructure Delivery's Capital Project Support Team, as we seek to expand our capacity for robust financial analysis and project controls on a portfolio of more than $8 billion in capital projects.

The Capital Project Support Financial Analysts will provide financial tracking, oversight, reporting, and monitoring in support of more senior members of the team and project managers. Successful candidates will be comfortable with financial functions and budgeting concepts and be excited to put their skills to use to help project teams deliver capital projects and agreements.

The successful candidate will demonstrate the following skills/experience beyond the minimum qualifications:

Experience conducting financial analyses and extracting, manipulating, analyzing, and reconciling financial data.

• Intermediate level of Excel proficiency including but not limited to PivotTable, linking, and formulas.
• Ability to prepare analysis in formats appropriate for staff and management.
• Excellent reading comprehension, verbal communications, and professional writing skills.
• Ability and interest in working in a rapid-paced and evolving environment.
• Ability to remain focused on details and perform consistently in a dynamic environment.
• Ability to handle multiple priorities, tasks and simultaneous projects or deadlines.
• A great team player who can work under the guidance of more senior team members and takes initiatives, when appropriate.
• Ability and interest in continuous improvement and development of professional and technical skills.
• Ability to solve problems with guidance from senior members of the team, including using logic and critical thinking to analyze new or difficult situations.
• Identifies and resolves purchase orders and invoicing issues, accounting discrepancies and other financial related issues.
• Supports senior staff in project cost, labor analysis and document routings and approvals.

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 www.bart.gov/jobs. 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 www.bart.gov/jobs, 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.

Current employees are strongly encouraged to apply online, either at www.bart.gov/jobs, 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. Online 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.

1. Performs professional level duties in support of budget development and administration, financial analysis and project control; collects financial or project data; analyzes and verifies data for accuracy; adjusts discrepancies; enters project data into the financial management system (FMS).
   
   
2. Prepares analyses related to the District's budgeting and financial control functions including revenue forecasts, program costs and operational efficiency.
   
   
3. Prepares monthly project control reports for assigned projects and programs; recommends programming changes on project control reports to meet District reporting requirements; coordinates reports with appropriate District staff.
   
   
4. Reviews vendor invoices; determines accuracy of charges and funding availability; summarizes and allocates project costs prior to management approval; processes vendor invoices for payment.
   
   
5. Prepares monthly expense summary for assigned division or project; reconciles vendor accounts.
   
   
6. Assists in the preparation and implementation of the District's annual budget; prepares budget analysis as required; ensures maintenance of expenditure records which conform to funding agency and District reporting requirements.
   
   
7. Writes, edits and finalizes reports included in the District's budget manuals; participates in the development and presentation of financial reports and analyses.
   
   
8. Projects cash flow requirements; maintains budgetary records for funded projects; prepares analyses for multiple funding sources; assists division or project with cost distribution.
   
   
9. Assists in financial and management studies to evaluate District system and operating efficiency; prepares and presents study findings and recommendations; assists with the implementation of study recommendations.
   
   
10. Provides assistance to budget coordinators in staff, labor and operational analyses.
    
    
11. Assists in the implementation of the financial information management system; inputs new and existing project data in the system to provide District-wide project control reporting.
    
    
12. Participates in special projects as assigned.

Education:
Bachelor's degree in Business Administration, Accounting, Economics or a closely related field from an accredited college or university.

Substitution:
Professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred.

Knowledge of:

• Basic principles of budget, administration and financial control
• Principles and practices of accounting
• Methods of monitoring and reporting budget variances
• Basic financial, statistical and comparative analysis principles, techniques and formulas
• Principles and practices of procurement
• Principles and practices of budget development
• Current office procedures, methods and equipment including computers
• Applicable financial computer software applications
• Principles and practices of financial record keeping and reporting
• Related Federal, State and local codes, laws and regulations

• Perform professional level duties in budget preparation and administration
• Conduct financial analysis on assigned program or project
• Monitor funding sources for proposed and current projects
• Monitor and report budget variances
• Utilize financial management information systems and applications
• Operate office equipment including computers and supporting word processing and spreadsheet applications
• Review technical documents, proposals and reports
• Maintain accurate financial records and data
• Perform accurate financial calculations
• Understand and follow oral and written instructions
• Communicate clearly and concisely, both orally and in writing
• Establish and maintain effective working relationships with those contacted in the course of work

Equal Employment OpportunityGroupBox1

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 employment@bart.gov.

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 www.bart.gov/jobs.