Principal Financial Analyst (Fare Programs)

• Perform complex fare analysis using statistical and analytical techniques to translate complex, ambiguous business questions into measurable key performance indicators, frameworks and analytical roadmaps aligned to the agencies’ goals.
• Manage fare projects with cross functional partners including Finance, Operations, Information Technology, and vendor partners to develop and implement advanced fare-related data models and analytical framework; identify risks, and opportunities
• Drive end-to-end automation of recurring reports and data preparation to optimize analytics and reporting workflows and increase departmental throughput and accuracy.
• Under the guidance of Fare Program Operations Manager, contribute to the analytical readiness for fare policy and system changes; quantify impacts and define success metrics.
• Serve as the Clipper liaison for SamTrans and Caltrain: coordinate with The Metropolitan Transportation Commission, system specific vendors, and internal teams to capture requirements, align data/reporting specifications, manage budget and forecasting, and lead tests for new features or changes.

• Lead cross functional fare programs analysis that inform fare policy, pricing/promotion strategies, and operational decisions, quantify impacts and uncertainty, and recommend actions to optimize revenue performance and customer experience.
• Interpret complex datasets and present results through clear narrative briefs, data visualizations, and stakeholder-specific materials (executive summaries, board-ready exhibits, etc.).
• Responsible for fare system and analytics projects including translating business requirements into scoped configurations with measurable acceptance criteria, directing cross-functional and vendor teams through testing and implementation, and validating post-launch key performance indicators to ensure operational readiness and performance outcomes.
• Lead data-driven initiatives that link ridership trends to revenue performance, ensuring clear insights into decision-making.
• Provide analytical leadership and support for strategic initiatives and special projects; develop ad hoc analyses, financial models, and scenario assessments to inform executive and Board-level decisions.
• Participates in the presentation and approval process for fare policy changes and strategic fare projects before executive committees and agency boards.
• Collaborate with various departments including Planning, Operations, Innovation & Technology (IT), Communications, Finance, and potentially others to support project execution and successful outcomes.
• 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.
• Perform other duties as assigned.

• Bachelor’s degree in business administration, financial analysis, data analytics, information management, statistics, or directly related field.
• Four (4) years of full-time work experience in a financial or data analysis role.

• Professional work experience in public fare operations or analyzing fare related data.
• Advanced degree in finance, accounting, business administration, or closely related field.
• Advanced skills in MS Excel, PowerPoint, Word and expertise in business intelligence (Tableau, Power BI, etc.).
• Professional experience utilizing ERP systems (e.g. PeopleSoft).
• Public-sector experience; public transportation background strongly preferred.
• Professional project-management experience leading cross-functional initiatives.
• Effective written and oral communications skills.

• 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