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Principal Financial Analyst

Oakland, California | Contract

Job ID: 55798 Position: Accounting Branch: San Ramon

Wollborg Michelson Recruiting is currently conduct a search for a contract Financial Analyst for one of our clients, a large transportation company located in Oakland, CA. The Financial Analyst will perform complex financial, budgetary, accounting,  administrative, and operational analysis; plans, organizes, directs, and makes recommendations on a variety of financial management functions. The Financial Analyst will provide highly responsible technical financial management support to higher level managers. 

Position Functions:
  • Recommends and assists in the development and implementation of the District' s budgetary and financial goals, as well as departmental goals, objectives, policies and procedures.
  • Administers and coordinates the activities of an assigned section and/or conducts high-level project management, as assigned; and establishes schedules and methods for assigned operations and work functions.
  • Performs the District' s complex budgetary, financial and operational analysis and studies using established statistical and financial methods, and makes conclusions and recommendations derived from analysis.
  • Reviews and analysis a wide variety of data, including historical budgetary, revenue and organizational effectiveness information to develop and implement District goals and objectives, and make revenue projections.
  • Develops short and long-term revenue and expense projections and spending plans for the District, participates in the forecasting of District revenues and expenses; monitors revenue and expenses, and reviews, compares and reconciles projections against actual costs and revenues.
  • Develops, prepares and monitors department and/or section budgets, analyzes budgetary data and prepares cost estimates for budget recommendations.
  • Submits justifications for purchases, monitors and controls expenditures; and monitors, reviews, and ensures adherence to department audit and control procedures.
  • Examines and analysis supporting documentation and records to establish proper authorization and processing of agreements, contracts, grants, and adherence to state and federal regulations.
  • Develops and implements procedures and practices for the assigned section, and assists with the development of departmental procedures regarding operations and activities.
  • Develops, writes, and prepares narrative and statistical reports and assists in preparing written summaries of technical analysis, including memoranda to the General Manager and Staff Reports for the Board of Directors.
  • Represents assigned executive and director-level staff on internal and external committees and projects.
  • Participates in the selection of staff, and provides training and staff development opportunities.  
  • Analyzes and verifies monthly financial reports related to the assigned section.
  • May serve temporarily in the capacity of the assigned manager during their absence. Performs related duties, as required.

Minimum Qualifications

  • Bachelor' s degree from an accredited college or university with major course work in accounting, finance, economics, business administration or a related field.  
  • Six (6) years of recent and increasingly responsible professional-level experience in accounting, finance, budgeting and/or data analyses, including a minimum of one
  • (1) year of lead or supervisory responsibility.


Sarah Sachs
Regional Staffing Manager

Sarah has spent over five years in the staffing industry and has treasured every minute of it! She enjoys building and creating long term relationships with candidates and clients. Sarah is dedicated, fun spirited, resourceful, and tenacious. She feels very lucky to be part of Wollborg Michelson with such a strong back bone of tenure and talent. Sarah is living her dream managing her team out of San Ramon. Outside of work Sarah enjoys spending time with her friends and family, watching sports including the San Francisco Giants and Pittsburgh Steelers, being outdoors, reading, and going to concerts.

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