Chief Financial Officer

The Chief Financial Officer (CFO) oversees the Finance Division and is responsible for provision of the full array of financial and risk management services for the San Mateo County Transit District (Sam Trans), the Peninsula Corridor Joint Powers Board (Caltrain), the San Mateo County Transportation Authority (SMCTA), and the San Mateo County Express Lanes Joint Powers Authority (SMCEL JPA).

• The CFO is accountable for financial operations of Sam Trans, Caltrain, TA and SMCEL JPA including the development of financial and operational strategies and metrics as well as the ongoing monitoring of control systems to accurately report financial results and preserve assets.
• The CFO will lead the Finance Division team in the management of all financial activities including compliant and timely provision of treasury services, debt management, fare collection, accounts payable and receivable, payroll, general ledger, grants procurement and monitoring, grants and capital accounting, and internal controls and audit functions.
• The CFO is responsible for providing oversight of financial capacity modeling, including short and long‑term revenue and expense forecasting for the agencies; development and implementation of the budgets, including policies and procedures, monitoring of budget activities and timely reporting; and the preparation and presentation of the financial statements for the agencies to their respective Boards of Directors.
• The CFO shall cooperate with the Caltrain Director of Budgets whose position provides direction, policy guidance and strategy on all financial analysis and budgeting matters related to Caltrain, and determines the Caltrain work plan for finance and budgets and coordinates with the CFO to implement the direction of the JPB and the Caltrain ED.
• The CFO shall cooperate with the Caltrain Director of Grants and Funds Management whose position provides direction, policy guidance and strategy on the pursuit and management of all grants and public funding sources of interest to Caltrain, and determines the Caltrain work plan for grants and coordinates with the CFO or his/her designee in the area of Grants and Fund Management to implement the direction of the JPB and the Caltrain ED.
• The CFO will also be responsible for working with the Caltrain Executive Director to ensure local, state, and federal compliance of accounting, audit, budget, grants and funding management, and investment functions for Caltrain.
• The CFO is responsible for risk and claim management, including oversight of insurance services for the agencies to help manage risks, and the claim management processes.
• The CFO will oversee the provision of policy directions to ensure shared financial services are provided in a manner that is equitable and meets the needs of all agencies.
• The CFO will participate as a member of the General Manager/CEO’s executive team in policy development and implementation.
• The CFO will provide short and long‑term strategic financial advice, ensuring financial sustainability and stewardship.
• The CFO will provide financial advice and support in connection with major capital and operating projects for the agencies.
• The CFO will ensure that all financial reports are prepared in a timely, transparent, and accurate manner.
• The CFO is responsible for supervising staff, including hiring, mentoring and taking appropriate corrective and/or disciplinary action. The CFO will also ensure EEO and affirmative action policies and procedures are followed as well as participating in the selection and coordination for staff training and professional development, establish performance objectives, monitor and evaluate employee performance.

• Provide guidance and recommendations on financial matters to the Chief Executives of each of the agencies (Sam Trans, Caltrain, SMCTA, and SMCEL JPA) and members of the respective Boards and internal customers.
• Oversee the preparation, implementation and control of the Agencies’ operating and capital budgets, forecast revenues, expenditures and year‑end balances.
• Forecasting and modeling and the management of debt for all agencies,…