Principal Revenue Analyst

Job Description:

Principal Revenue Analyst

Description

General

The Principal Revenue Analyst is responsible for leading complex revenue accounting, reconciliation, reporting, and audit activities for the San Mateo County Transit District (SamTrans), Peninsula Corridor Join Powers Board (Caltrain), and SMC Express Lanes Joint Powers Authority (SMCELJPA). The position provides technical guidance and work oversight to staff, supports accurate recording of passenger fare, toll, customer sales, and related revenue streams, and helps strengthen internal controls, system workflows, and reporting processes.

Essential Functions & Duties

Examples of Essential Functions:

• Responsible for ensuring accuracy of revenue operations and reconciliation related to fare revenue receipts, billing and collections, customer sales, and related analyses for SamTrans, Caltrain, and SMCELJPA toll revenue.
• Lead automation efforts for recurring revenue tasks, reports, reconciliations, and data tracking.
• Evaluate existing revenue workflows to identify inefficiencies, control gaps, and opportunities for process improvement. Provide key input for proper reporting of toll revenues, including addressing system requirements for the audit and reporting functions so that toll revenues are reported properly and recorded in the general ledger in a timely manner.
• Coordinate with internal and external auditors and support compliance with applicable regulatory, financial reporting, and audit requirements.
• Lead efforts to improve reporting tools, data workflows, reconciliation, system interfaces, and automation capabilities through standardization and continuous process improvement.

Examples of Essential Duties:

• Analyze and approve administrative, maintenance, and other invoices and monthly reports; review accounts receivable balances; and calculate year-end allowance amounts to ensure Toll and Violation accounts are properly reserved.
• Review general ledger account analyses, reconciliations, journal entries, and supporting schedules to ensure completeness and accuracy.
• Perform and review revenue recognition activities and ensure adherence to applicable accounting guidance and internal policies.
• Lead ongoing administration of revenue-related systems, including lease billing, contract management, fare collection, tolling, and reporting applications, as assigned.
• Reconcile fare revenue accounts and support ridership and revenue reporting requirements.
• Manage accounting records, schedules, and audit documentation related to revenue management; ensure information provided to auditors is complete, accurate, and timely.
• Responsible for reconciling monthly expenditures, preparation of budget variance report, update spreadsheet reports and coordinating with department on corrections.
• Identify internal control risks, process gaps, and opportunities for revenue enhancement, and recommend corrective actions.
• Participate in and possibly lead operational meetings, committees, and cross-functional initiatives related to revenue management, fare programs, toll operations, and financial reporting.
• Perform all duties and responsibilities in a safe manner to protect oneself, fellow employees, and the public from injury or harm; support and promote a culture of safety in accordance with District policies and procedures.
• Perform other duties as assigned.

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:

• Bachelor’s degree in accounting, finance, or relatedfield.
• Four (4) years of full-time, progressively responsible accounting experience.

Preferred Qualifications:

• Certified Public Accountant (CPA) license inCalifornia.
• Accounting experience in a governmentalorganization.
• Experience with general ledger accounting, P&L review, and revenue recognition for multiple business units.
• Experience with ERP databases,PeopleSoft preferred.
• Experience supervising staff.
• Power BI/Power query/ data systems experience.
• Experience with Lease Query contract management system.
• Proficiency with Microsoft Office.
• Effective oral and written communicationskills.

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: 7/19/2026 11:59 PM Pacific

Salary:

$129,834.00 - $181,767.00 Annually