Manager, Budgets

General

The Manager, Budgets will report to the Director, Budgets and Financial Analysis and is responsible for the preparation and monitoring of the operating and capital budgets for one or more of the four agencies, San Mateo County Transit (SamTrans), District, Peninsula Corridor Joint Powers Board (Caltrain), the San Mateo County Transportation Authority (TA) and the San Mateo County Express Lanes Joint Powers Authority (ELJPA).

Essential Functions & Duties

Examples of Functions:

• Oversee the compilation and analysis of operating and capital budgets.
• The review of all expenditures to insure consistency with approved budgets.
• Ensure compliance with budget policies and standards.
• Collaborate with internal stakeholders to ensure grant funding is allocated to the appropriate project(s).
• Oversee preparation of Annual Budget books in accordance with the Government Finance Officers Association’s standards and the Transit Development Act and State Transportation Act Claims for the Metropolitan Transportation Commission.
• Supervise staff. Hire, mentor and take appropriate corrective and/or disciplinary action. Ensure EEO policies and procedures are followed. Participate in selection of staff. Coordinate staff training and professional development. Establish performance objectives. Monitor and evaluate employee performance.

Examples of Duties:

• Manage preparation of budget presentations for Citizen’s Advisory Committees and Board of Directors’ for approval including staff reports, graphs, charts and narrative required for communication of budget objectives for the budget year.
• Provide budget advice and direction to staff, Directors, and committees.
• Oversee budget monitoring activities including departmental budget transfers, activation of capital project funding and budget to actual cost comparisons for monthly, and annual financial reports.
• Coordinate and report budget information with internal customers, external agencies, auditors and to the public.
• Evaluate job performance of staff which also includes the professional development of staff through the identification of on-the-job and other professional development opportunities.
• Perform all job duties and responsibilities in a safe manner to protect oneself, fellow employees and the public from injury or harm. Promotes 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’s degree in Accounting, Finance, Economics or closely related field.
• Five (5) years of full-time progressively responsible experience in budgeting, financial management, financial analysis and/or public administration work.
• Three (3) years of experience managing or directly supervising staff.

Preferred Qualifications:

• Working knowledge of an Enterprise Resource Program (ERP) (e.g. PeopleSoft) or other database or financial enterprise systems is desired.
• Must be proficient in Microsoft Office.
• Must possess effective oral and written communication skills.
• 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.

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: 8/23/2026 11:59 PM Pacific