Administrative Analyst III (Planning and Fund management)

General

The Administrative Analyst III (Planning & Fund Management) performs advanced-level financial, analytical, and program management work for funded projects and programs of the San Mateo County Transportation Authority (TA).

Essential Functions & Duties

• Lead and manage Measure A and Measure W Calls for Projects, including evaluation of funding requests for highway, pedestrian/bicycle, shuttles, Caltrain, grade separation, transportation demand management, and regional transit connections programs.
• Support budget, cost analysis, and financial tracking for Transportation Authority (TA) funded capital projects.
• Monitor and analyze financial activity for funded projects to ensure compliance with approved scope, schedule, and budget.
• Provide financial and administrative support for quarterly and annual reporting to the TA Board of Directors.
• Monitor and analyze financial activity for funded projects to ensure compliance with approved scope, schedule, and budget.

Examples of Essential Duties:

• Support development and monitoring of annual operating and capital budgets.
• Perform complex financial and data analysis, including tracking, monitoring, and forecasting project and program expenditures.
• Maintain accurate records for contracts, funding agreements, and project files.
• Track and manage project and program allocations and funding availability.
• Oversee invoicing, reimbursements, and progress reporting for funded projects and programs.
• Administer and manage the TA’s grants management platform, including user access, workflow coordination, data integrity and ongoing process improvements.
• Lead preparation of the TA Quarterly Capital Status Report.
• Coordinate with internal departments and external partners on funding applications, progress reporting, and processing of funding agreements and invoices.
• Establish and maintain cooperative, professional, and effective working relationships with internal and external customers.
• Perform all job duties and responsibilities in a safe manner to protect yourself, your fellow employees and the public from injury or harm. Promote safety awareness and follow safety procedures to reduce or eliminate accidents.
• Perform other duties as assigned.

Minimum Qualifications

Sufficient education, training and experience 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:

• AA degree in Business Administration or related field.
• Five (5) years of full-time experience in an administrative support position.

Preferred Qualifications:

• Proficient in word-processing (Microsoft Word), spreadsheet applications (Excel), and PowerPoint presentations.
• Excellent oral and written communication skills.
• Ability to handle multiple and complex work assignments and handle confidential/sensitive information.
• Knowledge of PowerPoint, Access and Microsoft Outlook.

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: 2/15/2026 11:59 PM Pacific

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• San Mateo County Transit District

• 650-508-6308

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