Principal Financial Analyst

Tryfacta, Inc; Oakland (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

Tryfacta, Inc is seeking a Principal Financial Analyst in Oakland, CA 94612 for a temporary contract assignment. You will oversee lease-related finance, property assessments, and budget analyses while coordinating with real estate and facilities teams.

The role emphasizes financial control, accurate reporting, and collaboration across departments to support program objectives. Strong analytical skills and experience in budgeting are required.

Qualifications

• Bachelor's degree in business administration, accounting, economics or a closely related field.
• Four (4) years of verifiable professional budgetary, financial or management analysis experience.
• Substitution: additional professional experience may substitute for education.
• Tryfacta is an Equal Opportunity/Affirmative Action Employer; all qualified applicants will receive consideration.

Responsibilities

• Lease Administration: oversee lease-related financial activities, including payments and schedules.
• Property Assessments: coordinate timely payment of annual and biannual assessments and maintain records.
• Budget Planning and Financial Management: develop operating and capital budget forecasts and manage cost centers.
• Contract and Cost Analysis: review provisions and change orders, report variances and propose corrective actions.
• Invoice Management: review, reconcile and process ~40 invoices per month with proper coding.
• Procurement and Purchase Order Management: initiate requisitions, monitor PO expenditures and reporting.

Skills

Budget Analysis

Financial Analysis

Cost Analysis

Accounting Principles

Education

Bachelor's degree in business administration, accounting, economics

Tools

PeopleSoft

Job description

About US:

Tryfacta is a leading, nationally renowned Workforce Management Solution provider for private & public sector firms across the US. We specialize in Healthcare, IT, Business Support, and Professional & Craft/Light Industrial ecosystems.

Founded in March 1996, we have a presence in all 50 States. Tryfacta has Ranked number 1 as one of the fastest-growing companies by Inc. Magazine (Inc. 5000)!

Tryfacta is certified by the Joint Commission for Healthcare Staffing Services & has numerous ISO Certifications that capture our commitment to continuous improvement.

Job Summary:

Tryfacta is seeking a Principal Financial Analyst for our client in Oakland, CA 94612. This is a temporary contract assignment.

Job Diva ID:

Position Title: Principal Financial Analyst

Location: Oakland, CA 94612

Duration: 943 Hours

Work Schedule: M-F 8 AM to 4:45 PM - 40 Hours per week

Responsibilities for this position include, but is not limited to:

Duties:

Property Management Financial Administration

• Lease Administration: Partner with the BART Property Manager to oversee lease-related financial activities, including processing direct voucher payments, updating lease payment schedules due to ownership or lessee changes, and implementing annual rent escalations and other contractual adjustments.
• Property Assessments: Coordinate and ensure timely payment of annual and biannual property assessments while maintaining accurate financial records, supporting documentation, and compliance with applicable requirements.
• Budget Planning and Financial Management: Provide financial support and oversight for Operating and Capital budgets supporting MET, BHQ, and BPDHQ by:
  • o Developing annual operating and capital budget forecasts.
  • o Preparing revenue projections and expenditure estimates.
  • o Managing capital full-time equivalent (FTE) allocations and supporting multi-year workforce planning.
  • o Preparing recurring budget-to-actual analyses, spending reports, and financial statements throughout the fiscal year.
  • o Establishing and maintaining cost centers, project codes, and accounting classifications for major expenditures.
• Contract and Cost Analysis: Analyze contract provisions, amendments, and change orders to ensure approved costs align with budget allocations. Monitor and report cost variances, evaluate financial impacts, recommend corrective actions, and support implementation of cost control measures to achieve program objectives.
• Invoice Management: Review, reconcile, and process approximately 40 invoices per month, including BHQ and MET service invoices, ensuring accuracy, compliance with contractual requirements, proper coding, and timely payment.
• Procurement and Purchase Order Management: Initiate and coordinate purchase requisitions, support Purchase Order development and approvals, monitor purchase order expenditures, reconcile committed and actual spending, track available balances, and provide reporting to support budget management and financial planning.

Permitting Financial Administration

• Permit Billing Program Management: Coordinate financial activities associated with the permitting program, including gathering estimated labor hours, obtaining appropriate labor charge codes, preparing invoices, and ensuring timely billing of permit applicants.
• Financial Analysis and Reporting: Analyze invoices from public agencies, prepare financial tracking reports and Excel-based financial analyses, and develop annual reimbursement summaries to support management reporting and financial oversight.
• Accounts Receivable Support: Process financial information in PeopleSoft to support accounts receivable activities and ensure accurate recording of permit-related revenues and reimbursements.
• Stakeholder Coordination: Serve as a point of contact for permit applicants and internal stakeholders regarding billing questions, financial transactions, and resolution of payment issues.
• Departmental Operations Support: Support Real Estate and Property Management Department operations by coordinating departmental purchases, maintaining financial records, and prioritizing responsibilities in a fast-paced, multi-program environment requiring effective management of competing priorities.

To be considered for this position, you should have: [Skills, Education, or Experience]

Minimum Qualifications Education:

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

Tryfacta is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.