Senior / Principal Capital Planning Analyst

Job Description:

Senior / Principal Capital Planning Analyst

Description

Marketing Statement

Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program.

Job Summary

Pay RateSenior Capital Planning Analyst
AFSCME Pay Grade A13
Annual Rate: $128,356.80 (Step 1) - $156,020.80 (Step 5)
*The starting negotiable annual rate will be commensurate with education and experience.

Principal Capital Planning Analyst
AFSCME Pay Grade A17
Annual Rate: $141,668.80 (Step 1) - $172,224.00 (Step 5)
*The starting negotiable annual rate will be commensurate with education and experience.

Reports to
Manager of Financial Planning

Days Off
Saturday and Sunday

Who Can Apply
All current BART employees and Future BART employees

Current Assignment
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.

Application & Selection Process
This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). All applicants must apply online at www.bart.gov/jobs . Applications must be completed in full and include all requested information, including dates of employment, positions held, hours worked, and a detailed description of duties performed.

Applicants may attach a resume to provide supplemental information; however, the resume does not substitute for completing the application form in its entirety. Only information included in the application at the time of submission will be used to determine whether applicants meet the minimum qualifications for the position. All application materials must be submitted by the closing date and time listed on the job announcement. Applications received after the closing deadline will not be considered.

Applicants who require assistance with the online application process may contact the Talent Acquisition Division at (510) 464-6112 or [email protected] .

The selection process for this position may include one or more of the following: a skills or performance demonstration, written examination, and/or panel or individual interview.

All applications will be reviewed by the Talent Acquisition Division to determine whether applicants meet the established Minimum Qualifications (MQs). Applicants who meet the MQs may be referred to the hiring department for further evaluation as part of the selection process.

The selected candidate must demonstrate a work history reflecting reliability and dependability and may be required to provide copies of certificates, diplomas, or other documentation required by law, including proof of authorization to work in the United States.

Pre-employment processing will include a background check. This requirement does not apply to current full-time District employees unless the position requires additional evaluations or clearances.

Examples of Duties

Senior Capital Planning Analyst
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.
Principal Capital Planning Analyst
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.

Minimum Qualifications

Senior Capital Planning Analyst

Education :

A Bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university.

Experience :

Three (3) years of (full-time equivalent) verifiable professional budgetary, financial, or management analysis experience.

Substitution :

Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred.

Principal Capital Planning Analyst

Education :

A Bachelor’s degree in business administration, accounting, economics or a closely related field from an accredited college or university.

Experience :

Four (4) years of (full-time equivalent) verifiable professional budgetary, financial or management analysis experience.

Substitution :

Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred.

Knowledge and Skills

Senior Capital Planning Analyst

Knowledge of :

• Operations, services and activities of a comprehensive budget and financial control program.
• Principles of supervision, training and performance evaluation.
• Principles of financial and operational analysis.
• Financial, statistical and comparative analysis techniques and formulas.
• Principles and practices of project budget development, administration and control.
• Advanced principles and practices of accounting.
• Principles and practices of financial project management and scheduling.
• Methods and techniques for assessing performance against established objectives.
• Current office procedures, methods and equipment including computers.
• Applicable computer software applications.
• Related Federal, State and local laws, codes and regulations.

Skill in :

• Selecting, supervising, training and evaluating staff.
• Performing complex financial, statistical, comparative and management analyses.
• Establishing and implementing procedures for budget and project control.
• Identifying funding sources for proposed and current projects.
• Performing accurate complex financial calculations.
• Developing, organizing and maintaining accurate financial records.
• Interpreting complex computerized records and reports.
• Interpreting complex contract provisions and change orders.
• Interpreting and explaining District policies and procedures.
• Preparing clear and concise financial and administrative reports.
• Operating office equipment including computers and supporting word processing and spreadsheet applications.
• Communicating clearly and concisely, both orally and in writing.
• Establishing and maintaining effective working relationships with those contacted in the course of work.

Principal Capital Planning Analyst

Knowledge of :

• Operations, services and activities of a comprehensive budget and financial control program.
• Principles of supervision, training and performance evaluation.
• Principles of financial and operational analysis.
• Financial, statistical and comparative analysis techniques and formulas.
• Principles and practices of project budget development, administration and control.
• Advanced principles and practices of accounting.
• Principles and practices of financial project management and scheduling.
• Methods and techniques for assessing performance against established objectives.
• Current office procedures, methods and equipment including computers.
• Applicable computer software applications.
• Related Federal, State and local laws, codes and regulations.

Skill in :

• Selecting, supervising, training and evaluating staff.
• Performing complex financial, statistical, comparative and management analyses.
• Establishing and implementing procedures for budget and project control.
• Identifying funding sources for proposed and current projects.
• Performing accurate complex financial calculations.
• Developing, organizing and maintaining accurate financial records.
• Interpreting complex computerized records and reports.
• Interpreting complex contract provisions and change orders.
• Interpreting and explaining District policies and procedures.
• Preparing clear and concise financial and administrative reports.
• Operating office equipment including computers and supporting word processing and spreadsheet applications.
• Communicating clearly and concisely, both orally and in writing.
• Establishing and maintaining effective working relationships with those contacted in the course of work.

Equal Employment Opportunity GroupBox1

The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws.

The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at [email protected] .

Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs .

The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification.

Highlights

• Medical Coverage (or $350/month if opted out)
• Dental Coverage
• Vision Insurance (Basic and Enhanced Plans Available)
• Retirement Plan through the CA Public Employees’ Retirement System (CalPERS)
  • 2% @ 55 (Classic Members)
  • 2% @ 62 (PEPRA Members)
  • Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details)
• Money Purchase Pension Plan (in-lieu of participating in Social Security tax)
  • 6.65% employer contribution up to annual maximum of $1,868.65
• Deferred Compensation & Roth 457
• Sick Leave Accruals (12 days per year)
• Vacation Accruals (3-6 weeks based on time worked w/ the District)
• Holidays: 9 observed holidays and 4 floating holidays
• Life Insurance w/ ability to obtain additional coverage
• Accidental Death and Dismemberment (AD&D) Insurance
• Survivor Benefits through BART
• Short-Term Disability Insurance
• Long-Term Disability Insurance
• Flexible Spending Accounts: Health and Dependent Care
• Commuter Benefits
• Free BART Passes for BART employees and eligible family members.

Closing Date/Time: 9/23/2026 11:59 PM Pacific

Salary:

$141,668.80 - $172,224.00 Annually