Senior / Principal Capital Planning Analyst

BART•BART Headquarters - 10 Fl, CA

2d•Remote

About The Position

BART is seeking a strategic, analytical, and collaborative Senior or Principal Capital Planning Analyst to support data-informed decision-making and the successful delivery of District-wide capital programs and initiatives. This position will be responsible for partnering with departments across the organization to evaluate complex business and financial issues, develop data-driven recommendations, and implement practical solutions that improve organizational performance and support delivery of major capital investments. In addition to including financial planning responsibilities, this position will primarily focus on applying analytical thinking, quantitative analysis, and sound business judgment to assess risks, evaluate alternatives, develop funding and implementation strategies, and improve business processes. Successful candidates should be motivated to explore and understand complex issues, enjoy solving complex problems, and synthesizing information from multiple sources into clear, actionable recommendations. The ideal candidate demonstrates strong analytical and critical thinking skills, enjoys understanding how organizations operate, identifies opportunities for improvement, and collaborates with diverse stakeholders to solve complex business challenges. They are comfortable working through ambiguity, asking thoughtful questions, and developing practical recommendations supported by data and sound analysis. The most qualified candidates for this position will have highly developed competencies in the following areas, which will be reinforced in the related work experience and will be articulated during the selection process: Demonstrated experience applying structured analytical approaches to evaluate complex business problems, identify alternatives, and develop practical, data-driven recommendations. Ability to build and maintain collaborative relationships across departments and facilitate discussions to resolve complex issues and advance organizational objectives. Demonstrated experience with data analysis and interpretation, financial forecasting, and business process mapping and workflow analysis Provide financial oversight for major projects by identifying funding opportunities, monitoring expenditures, forecasting cash flow, and evaluating budget performance. Advanced Microsoft Excel, including financial modeling and scenario analysis business intelligence and data visualization tools (Power BI, Tableau, or similar) This is an exciting opportunity for someone who enjoys solving complex problems, applying analytical thinking, and working collaboratively to shape the future of one of the nation's largest transit systems. BART offers remote work opportunities, competitive compensation, excellent benefits, and a dynamic, mission-driven work environment.

Requirements

A Bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university.
Three (3) years of (full-time equivalent) verifiable professional budgetary, financial, or management analysis experience for Senior Capital Planning Analyst.
Four (4) years of (full-time equivalent) verifiable professional budgetary, financial or management analysis experience for Principal Capital Planning Analyst.
Demonstrated experience applying structured analytical approaches to evaluate complex business problems, identify alternatives, and develop practical, data-driven recommendations.
Ability to build and maintain collaborative relationships across departments and facilitate discussions to resolve complex issues and advance organizational objectives.
Demonstrated experience with data analysis and interpretation, financial forecasting, and business process mapping and workflow analysis.
Advanced Microsoft Excel, including financial modeling and scenario analysis.
Business intelligence and data visualization tools (Power BI, Tableau, or similar).
Knowledge of operations, services and activities of a comprehensive budget and financial control program.
Knowledge of principles of supervision, training and performance evaluation.
Knowledge of principles of financial and operational analysis.
Knowledge of financial, statistical and comparative analysis techniques and formulas.
Knowledge of principles and practices of project budget development, administration and control.
Knowledge of advanced principles and practices of accounting.
Knowledge of principles and practices of financial project management and scheduling.
Knowledge of methods and techniques for assessing performance against established objectives.
Knowledge of current office procedures, methods and equipment including computers.
Knowledge of applicable computer software applications.
Knowledge of related Federal, State and local laws, codes and regulations.
Skill in selecting, supervising, training and evaluating staff.
Skill in performing complex financial, statistical, comparative and management analyses.
Skill in establishing and implementing procedures for budget and project control.
Skill in identifying funding sources for proposed and current projects.
Skill in performing accurate complex financial calculations.
Skill in developing, organizing and maintaining accurate financial records.
Skill in interpreting complex computerized records and reports.
Skill in interpreting complex contract provisions and change orders.
Skill in interpreting and explaining District policies and procedures.
Skill in preparing clear and concise financial and administrative reports.
Skill in operating office equipment including computers and supporting word processing and spreadsheet applications.
Skill in communicating clearly and concisely, both orally and in writing.
Skill in establishing and maintaining effective working relationships with those contacted in the course of work.

Nice To Haves

A college degree is preferred.

Responsibilities

Participates in the more difficult work of staff responsible for complex financial, statistical, and program management analysis in assigned division area.
Participates in the preparation, administration, and monitoring of District-wide budgets; compiles and analyzes budget data; monitors funding agreements and maintains budget schedules to assure conformance with funding agencies; ensures maintenance of expenditure records which conform to funding agency and District reporting requirements.
Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances, ensures that cost control methods are implemented and applied to program objectives; analyzes funding and cost data for management inquiries regarding work plans, consultants, and contract authority.
Monitors and administers construction or funding agreement contracts in accordance with District and mandated guidelines; compiles actual costs by project; performs financial, statistical and comparative analysis of actual and budget costs.
Identifies funding sources for proposed projects; projects cash flow requirements; maintains budgetary records for proposed projects.
Provides support to project managers in setting budgets, schedules and estimates; tracks progress on projects versus original budgets and schedules; works closely with project staff and consultants to ensure project compliance.
Develops and recommends improvements to computerized financial management system.
Coordinates project activities with other departments, divisions and external agencies; works closely with other divisions to apply for and monitor the use of fund grants from city, county, state, and federal sources; monitors work in progress and authorizes contract payments.
Conducts financial and management studies to evaluate system performance and operating efficiencies; presents studies to communicate findings and recommendations to senior management and the Board of Directors.
May train assigned employees in their areas of work including budgeting and financial analysis methods, procedures and techniques.
Prepares quarterly, semi-annual, and special analytical and statistical reports on operations and activities for management, regulatory and outside agencies.
Reviews invoices; determines budget conformity; reports discrepancies and billing adjustments.
Prepares the Annual Budget and the 5-Year forecast for each capital project and program assigned; involves budgeting for staffing requirements and coordinating with various departments who support the projects; includes budgeting for non-labor expenses for the budget year and for the out years.
Participates in special projects as assigned.
Establishes schedules and methods for providing financial analysis services; identifies resource needs; reviews needs with appropriate management staff; allocates resources accordingly.
Participates in the development of policies and procedures; monitors work activities to ensure compliance with established policies and procedures; makes recommendations for changes and improvements to existing standards and procedures.
Recommends and assists in the implementation of goals and objectives; implements approved policies and procedures.
Conducts complex financial and management studies to evaluate District system performance and operating efficiency; prepares and presents study findings and recommendations; implements recommendations and provides assistance to District departments in assessing performance against stated objectives.
Performs the most technical and complex tasks of the work unit including specialized analyses and studies related to the District's budgeting, financial control and management analysis functions.
Provides financial oversight on assigned projects; identifies funding sources; projects cash flow requirements; maintains budgetary records for proposed projects; compiles actual project costs; performs financial, statistical and comparative analysis of actual and budgeted costs.
Participates in the preparation and administration of District-wide budgets; compiles and analyzes budget data; coordinates activities within other divisions and departments.
Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances; ensures that cost control methods are implemented and applied to program objectives.
Develops and recommends improvements to computerized financial management system.
Participates in the selection of assigned staff; provides or coordinates staff training; works with employees to correct deficiencies; implements discipline procedures.
Prepares analytical and statistical reports on operations and activities.
Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of financial analysis and program management.
May plan, prioritize, assign, supervise, review and participate in the work of staff responsible for complex financial, statistical and project control analysis in assigned area.