Budget Analyst III

• 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

• 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.

• 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

• 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.
• Proficiency in Microsoft Office Suite programs, specifically Excel and PowerPoint.

• 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.
  

• 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.
  

• 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.
  

• 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.
  

• 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.
  

• 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.
  

San Mateo County Transit District

650-508-6308