Principal Financial Analyst (Treasury)

Salary : $114,493.00 - $171,739.00 Annually

Location : San Carlos, CA

Job Type : Full-Time

Job Number : 2025-00267

Division : Finance

Opening Date : 10 / 09 / 2025

Closing Date : 11 / 9 / 2025 11 : 59 PM Pacific

General

The Principal Financial Analyst - Treasury 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

• 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 Treasury's guidance, develop or assist in the creation or improvement of various forecasting models. Perform scenario analysis given various financial and operational inputs.
• Identify opportunities for improvement and efficiency and drive alignment for key planning responsibilities.
• Assist in developing current and future funding needs for the Capital Improvement Program (CIP).
• Drive development of models to analyze trends and recommend strategic actions.
• Prepare executive-level strategic financial reporting to various public transit programs with executive summaries, highlights, insights, and recommendations on financial and operating outlook and performance.
• System administrator of all agencies bank accounts

Examples of Essential Duties :

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 :

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

Below is a summary of the comprehensive benefits provided to District full-time employees :

Health and Welfare Benefits :

Retirement Medical Benefits :

Holidays and Paid Time Off :

Financial Planning Benefits :

Growth and Education Benefits :

Other Amazing Benefits :

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.

01

Which statement below best describes the highest level of education you have completed?

02

How many years of full-time professional experience in forecasting or modeling or financial analysis?

03

Please indicate the highest level of education you have completed.

04

Indicate your professional experience using PeopleSoft or other computerized accounting systems.

05

Indicate your experience beyond the minimum qualifications in forecasting, modeling, and financial analysis.

06

How many years of supervisory experience do you have?

Required Question