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Principal Project Controls Analyst

February 24, 2026

The Principal Project Controls Analyst serves as the San Mateo County Transit District (SamTrans) expert for project financial oversight and controls, supporting capital and operating programs. This role assists with developing and leads the implementation of standardized tools, procedures, and reporting to improve fiscal transparency and accountability. The Principal Analyst partners with project managers, finance staff, and executive leadership to ensure effective financial planning, monitoring, and compliance across all project portfolios.Examples of Essential Functions:<ul style="padding-left: 2rem; margin-top: 0; margin-bottom: 3pt; color: inherit; font-style: normal; text-indent: 0;"><li>Create SamTrans project controls framework by informing the development of standardized tools, processes, and performance measures to ensure effective financial oversight of capital and operating projects.</li><li>Act as a project manager, aligning work and driving processes for Project Controls. </li><li>Serve as the primary liaison between Finance, Capital Planning, and Project Management staff, ensuring alignment of budgets, forecasts, and expenditures with funding requirements and agency goals.</li><li>Working with the Financial Reporting department in Finance, refine and formalize the process for financial reporting against projects and programs.</li><li>Develop and, in certain instances, present reports and executive summaries to Agency leadership.</li><li>Provide expert-level guidance, mentoring, and training to project managers and analysts on financial management best practices, cost forecasting, and compliance standards.</li><li>Drive continuous improvement in project financial systems and analytics to enhance transparency, efficiency, and data accuracy across departments.</li><li>Advise executive leadership on financial risks, trends, and funding strategies to support informed decision-making and optimize the agency’s financial resources.</li></ul> Examples of Essential Duties:<ul style="padding-left: 2rem; margin-top: 0; margin-bottom: 3pt; color: inherit; font-style: normal; text-indent: 0;"><li>Direct work of more junior staff in support of executing ongoing project controls</li><li>Develop and maintain standardized project financial forms, templates, and analysis checklists.</li><li>Prepare and present quarterly project financial reports to the Board, as needed.</li><li>Schedule and facilitate regular Project Controls meeting with project managers and leadership.</li><li>Analyze project data to identify variances, risks, and funding needs; recommend funding changes or expense reclasses.</li><li>Monitor project budgets and forecasts to ensure compliance with internal policies and grant requirements.</li><li>Manage the financial close-out of completed projects.</li><li>Coordinate with Finance, Grants, and Capital Planning to reconcile project financial data.</li><li>Support audits, capital plannings efforts, and annual budget development.</li><li>Provide subject matter expertise on financial systems and recommend process improvements.</li><li>Evaluate job performance of staff, which also includes professional development through the identification of on-the-job and other development opportunities.</li><li>Perform all job duties and responsibilities in a safe manner to protect oneself, follow employees, and the public from injury or harm. Promote safety awareness and follow safety procedures to reduce or eliminate accidents.</li><li>Perform other duties as assigned</li></ul>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:<ul style="padding-left: 2rem; margin-top: 0; margin-bottom: 3pt; color: inherit; font-style: normal; text-indent: 0"><li>A bachelor’s degree in finance, accounting, business administration, economics, construction management, or a directly related field.</li><li>Four (4) years full-time progressively responsible experience in transportation or urban planning, economics and finance, public policy, public administration, or related field.</li><li>Two (2) years full-time experience supervising technical and professional staff.</li></ul> Preferred Qualifications: <ul style="padding-left: 2rem; margin-top: 0; margin-bottom: 3pt; color: inherit; font-style: normal; text-indent: 0"><li>Experience with project financial management principles, budgeting, cost control, and funding compliance.</li><li>Strong analytical, presentation, and communication skills with the ability to synthesize and convey complex financial data to diverse audiences.</li><li>Demonstrated proficiency in Microsoft Excel and enterprise financial systems (e.g., PeopleSoft).</li><li>Ability to lead cross-departmental collaboration and influence process improvements.</li><li>Experience in a public agency, transportation, or large capital project environment.</li><li>Knowledge of grant and capital funding regulations and requirements.</li><li>Experience with multi-source funding portfolios.</li><li>Experience managing or supporting complex projects through their full lifecycle.</li><li>Experience supporting or leading financial or compliance audits.</li></ul>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...