Budget Analyst/People Soft

Job Description:
Examples of Essential Functions:

• Receive, review, and monitor cost center manager budget requests for SamTrans, Caltrain, ELJPA, and/or TA operating and capital 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 up to four 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 and analysis of the annual operating and capital budget; development of baseline budgets, and processing new budget requests for approval by executive team.
• Collaborate with internal stakeholder to ensure grant funding is allocated to the appropriate projects.
• Preparation of the Indirect Cost Allocation (ICAP) calculation in accordance with Office of Management and Budget (OMB) Circular A-87 and ASMB C-10.
• Preparation and filing of Indirect Cost Allocation Plan/Indirect Cost Rate Proposal (ICAP/ICRP) application with FTA and Caltrans

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.
• Identify, prioritize, and propose solutions to budget issues
• Perform budget monitoring activities including revenue and expense forecasting, and budget to actual cost comparison for monthly, quarterly and annual financial reports.
• Assist with the ICAP calculation by providing supporting workbook and documentation.
• 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 and present budget presentations including staff reports, graphs, charts and narrative required communications for Citizen's Advisory Committees, Board of Directors, and other committee approval.
• Prepare funding application to Metropolitan Transportation Commission (MTC) for State Transit Assistance and Transportation Development Act funds.
• 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.

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:
• Bachelor Degree in accounting, finance, or related field.
• Three (3) years full-time increasingly responsible experience in budgeting, forecasting, financial analysis, or related field.

Preferred Requirements:

• Experience with grant budgeting.
• Public Sector experience, ideally transportation related.
• Experience with enterprise financial management system (e.g. PeopleSoft).
• Experience with Government Finance Officer Association (GFOA) reporting.
• Effective written and oral communication skills in one-to-one and one-to-many settings.
• Effective research and analytical skills.

Job Type: Contract

Pay: $40.00 - $50.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Vision insurance

Schedule:

• 8 hour shift

Ability to commute/relocate:

• San Carlos, CA 94070: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Excel: 1 year (Preferred)

License/Certification:

• CPA (Preferred)

Work Location: In person