Principal Financial Analyst (Financial Planning and Analysis)

The Principal Financial Analyst - FP&A (Financial Planning and Analysis) plays a strategic role in managing the financial planning, analytics, and reporting functions for all agencies : San Mateo County Transit District (SamTrans), the Peninsula Joint Powers Board (Caltrain), the San Mateo County Transportation Authority (TA), and the San Mateo County Express Lanes Joint Powers Authority (SMC-ELJPA). The incumbent will collaborate with finance and business leaders to lead high-impact analysis and reporting, deliver recommendations on critical decisions, and manage long-term financial projections. The role will design, analyze, and implement management reports to turn analysis into action and insight.

Essential Functions & Duties

Examples of Essential Functions :

• Perform complex financial analysis, using statistical and accounting techniques to evaluate options and alternatives for cost-benefit and quantitative analysis.
• Design processes to enhance cohesion, collaboration, and knowledge-sharing across Finance and all Agencies and Departments served.

Under the Manager of FP&A’s guidance, develop or assist in the creation or improvement of various forecasting models. Perform scenario analysis given various financial and operational inputs.

Examples of Essential Duties :

Support FP&A processes including revenue, expenditure, and cash flows forecasting in partnership with cross-functional teams at various levels of organization.

Supervision : Works under the general supervision of the Manager, Financial Planning & Analysis, establishes goals and objectives and evaluates performance.

The selection process may include a panel interview, written and skills test assessments, or supplemental questions. Only those candidates who are the most qualified will continue in the selection process. Meeting the minimum qualifications does not guarantee an invitation to continue in the process.

How to Apply

Complete an online employment application by 11 : 59 p.m. of the listed closing date. Resumes and cover letters will not be accepted in lieu of fully completed applications . It is the applicant’s responsibility to ensure that applications are completed with all relevant information (experience, education, certifications, licenses, references and / or other information).

The Human Resources Department will make reasonable efforts in the recruitment / examination process to accommodate applicants with disabilities upon request. If you have a need for an accommodation, please contact the Human Resources Department.

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Minimum Qualifications

Sufficient experience, training and / or education to demonstrate the knowledge and ability to successfully perform the essential functions of the position. In lieu of a degree, work‑related experience that demonstrates the skills and experience necessary to perform this role will be accepted. Development of the required knowledge and abilities is typically obtained through but not limited to :

Preferred Qualifications :

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