Budget and Financial Analyst

Position Summary Hello, we’re Metro! Metro is dedicated to shaping a better future for the greater Portland region. The work the people of Metro do every day benefits the lives of the people who live here, today, and tomorrow.

Metro’s Finance & Regulatory Services (FRS) Department is seeking a Budget & Financial Analyst to join the Central Budget Office's analyst team. This position performs advanced financial and budget analysis in support of Metro's enterprise-wide budgeting functions. Key responsibilities include ensuring compliance with Oregon Budget Law, developing and maintaining indirect cost rate models, preparing financial reports and presentations, and supporting annual budget development for Council and executive leadership. The role also contributes to special projects and strategic financial initiatives that support organizational goals.

The ideal candidate is a skilled analyst who can interpret complex financial information, identify trends, and communicate findings clearly to a variety of audiences. Success in this role requires strong analytical and technical abilities, exceptional attention to detail, effective organization and time management, and the ability to manage multiple priorities while meeting critical deadlines in a dynamic environment. This position is eligible for hybrid telework; please see the schedule and hybrid section for additional details.

As the Budget & Financial Analyst you will

• Support the annual budget development process, including researching and analyzing budget proposals, developing projections and financial models, coordinating budget information, and preparing budget documents, reports, and presentation materials for Council and executive leadership.
• Support compliance with Oregon Budget Law and applicable Metro policies and procedures, including assisting with the preparation, review, and coordination of required budget documents, amendments, and other materials necessary to support the annual budget process.
• Provide technical accounting support, including day-to-day management of program responsibilities, overseeing the month end and year-end financial close process in partnership with department Finance Manager, balance sheet reconciliations, financial statement preparation, and regular and ad-hoc analysis.
• Maintain user-friendly chart of accounts and coordinate changes with Metro Accounting; train and assist Department staff with the appropriate coding of accounting transactions.
• Develop and maintain indirect cost rate models (including Planning Department’s negotiated Federal indirect rate), cost allocation plans, and other financial models to support organizational needs.
• Provide financial analysis and budget management support for capital programs and projects, including expenditure monitoring, forecasting, and financial reporting.
• Provide organizational support as needed, including budget development, needs assessments, research, advanced analysis, materials and report development, financial projections, and policy recommendations.

Financial Systems Support

• Develop proficiency in Metro’s systems used for budgeting and indirect rate development (Euna Budget Pro (formerly Questica), Gravity, and Allocate) and manage maintenance, configuration, workflows, reporting, and ongoing improvements.
• Use multiple software programs to run reports and perform reconciliations including budget, financial and payroll. Learn tools of each software and be able to prepare reports and at times customize reports as needed.
• Serve as the Department’s Workday power user and support staff in the usage.
• Work with other Department finance staff in advising and developing new reports as needed.

Other Responsibilities and Process Support

• Monitor and analyze internal controls and process, with a focus on efficiency enhancements.
• Coordinate fiscal year end processes and reconciliation of financial/personnel related information.
• Gain strong understanding of the programs and projects within the Department to be able to provide financial support across all areas and help develop outcome and performance measurements.
• Remain current on legal requirements, regulations and bills impacting program area; reports legal and regulatory changes and market trends to management; monitors programs and procedures that assure compliance with laws, rules, regulations, policies and procedures.
• Assist Department’s Finance Manager with related finance tasks and other duties as assigned.

Attributes for success

• A self-starter who is not afraid to roll up their sleeves and do the work that needs to get done.
• Ability to succeed in a work environment where ambiguity exists.
• Demonstrated ability to develop impact measurement and/or evaluation tools.
• Advanced organizational skills with a proven ability to multi-task in an efficient and effective manner.
• Systems thinker with critical thinking and problem-solving ability.
• Ability to coordinate and provide quality support to internal and external stakeholders.
• Interested in finding areas for improvement, development processes and using financial analysis to drive operational decisions.
• Ability to establish and maintain effective working relationships with other employees and the public.
• Ability to communicate effectively verbally and in writing with people of all ages and from a variety of cultural, economic, and ethnic background.
• Expert level proficiency with Microsoft Excel, including using pivot tables, and understanding of database management.

DIVERSITY AND INCLUSION

At Metro, we strive to cultivate diversity, advance equity, and practice inclusion in all of its work. This means attracting and empowering a workforce that is inclusive of a broad range of human qualities. Workplace diversity is both a moral imperative and a business strength, essential to providing quality support and services to our region. Metro’s goal is to hire, develop and retain highly skilled and talented individuals across all departments and programs who best reflect the diversity of our community. Learn more about how Metro is advancing diversity

TO QUALIFY

We will consider any combination of relevant work experience, volunteering, education, and transferable skills as qualifying unless an item or section is labeled required. Please be clear and specific in your application materials on how your background is relevant.

Minimum qualifications

• Bachelor’s degree in a field related to assigned responsibilities or professional certification related to the job’s duties, and
• Five years of directly related and progressively responsible experience, or
• Any combination of education and experience that provides the necessary knowledge, skills, and abilities to perform the classification duties and responsibilities.

Schedule Due to the initial training and support needs of this position, the successful candidate will be expected to work in the office three days per week. As the employee develops proficiency and independence in the role, there may be an opportunity to reduce in-office days to two per week (Wednesday and Thursday). Additional in-office attendance may be required based on operational needs. The manager will work with the employee to establish a schedule that balances departmental needs with individual flexibility.

If this statement is true for you, then you may be ineligible to apply If you were terminated for cause during any employment with Metro, or resigned in lieu of termination, you may be ineligible for rehire for a minimum of 3 years.

Hybrid Telework This position is designated as “hybrid telework.” You will be required to work onsite and at times have the option to work away from your assigned work location. The specific schedule and balance of onsite and telework will be discussed with the hiring manager at the time of offer. Employees must reside in Oregon or Washington to work at Metro. Please note, the designation of hybrid telework may be subject to change at a future time.

Like to have qualifications You do not need to have the following preferred qualifications/transferable skills to qualify. However, keep in mind we may consider them when identifying the most qualified candidates. Your transferable skills are any skills you have gained through education, work experience, including the military, or life experience that are relevant for this position.

• Previous experience with Oregon Budget Law
• Previous experience with indirect rate modeling & 2 CFR 200
• Previous experience working with Workday, Peoplesoft, Euna Budget Pro (Questica), Gravity or Allocate

SCREENING AND EVALUATION

The application packet: The application packet consists of the following required documents. Please ensure that you upload these documents in your online application. Make sure your application is complete, missing any part of these items could result in an incomplete application and will not be moved forward in the recruitment.

• A completed application
• Responses to supplemental questions

The selection process: We expect to evaluate candidates for this recruitment as follows. The selection process is subject to change.

• Initial review of minimum qualifications
• In-depth evaluation of application materials to identify the most qualified candidates
• Consideration of top candidates/interviews
• Testing/assessments (if applicable)
• Reference checks
• Background records check for finalist candidate

COMPENSATION, BENEFITS AND REPRESENTATON

The full-salary range for this position is step 1: $98,041.91 to step 7: $132,325.45 annually. However, unless a candidate’s qualifications justify, based on the Oregon Pay Equity Act requirements and Metro’s internal equity review process, the appointment will likely be made between step 1: $98,041.91 to the equity range step 3: $108,864.39 annually.

This position is not eligible for overtime and is not represented by a union. It is classified as a Program Analyst

Classification descriptions are typically written broadly and do not include the specific duties and responsibilities of the positions. View the classification description.

Questions? Recruiter: Megan Warneke Email: megan.warneke@oregonmetro.gov Additional Information Equal employment opportunity All qualified persons will be considered for employment without regard to race, color, religion, sex, national origin, age, marital status, familial status, gender identity and expression, sexual orientation, disability for which a reasonable accommodation can be made, or any other status protected by law.

Non-discrimination in hiring decisions Metro is committed to equal employment opportunity and complies with all applicable federal, state, and local civil rights laws. Metro employment decisions – including recruitment, screening, interviewing, selection, promotion, compensation, and separation – must not discriminate based on race, color, national origin, ethnicity, religion, sex, sexual orientation, gender identity, disability, age, veteran status, or any other protected class.

Accommodation Metro will gladly provide a reasonable accommodation to anyone whose specific disability prevents them from completing this application or participating in this recruitment process. Please contact the recruiter outlined in the job announcement in advance to request assistance.

Veterans' preference Under Oregon Law, qualified veterans may be eligible for veterans' preference when applying for Metro positions. If you are a veteran and would like to be considered for a veterans' preference for this job, please provide qualifying documents as instructed during the application process.

Pay equity at Metro No matter who you are or where you work at Metro, you deserve to be paid fairly for the work you do. Every worker must get equal pay for equal work regardless of your gender, race, age, or other protected characteristics. Metro has established processes and conducts routine pay equity reviews as part of the hiring process to ensure compliance with the 2017 Oregon Pay Equity Act.

Online applications Metro accepts job applications online. If you need assistance or accommodation with your application, or access to a computer, please contact the recruiter outlined in the job announcement in advance to request assistance.

How to Apply For tips on how to apply and more information on what the application process looks like, visit Metro’s “How to apply” page.

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Metro Led by an elected council, this unique government gives all residents of greater Portland a voice in shaping the future and provides parks, venues, services, and tools at a regional scale. We find solutions for our area’s garbage and recycling that protect clean air and water; help plan land use and development to provide jobs and safe transportation; manage local venues that provide a connection to arts and culture and help keep the economy growing; protect 17,000 acres of parks and natural areas, and run the Oregon Zoo, to keep nature close to home.

Benefits

As part of the Metro family, you play a vital role in serving the people of the greater Portland region.

Family members, including eligible spouses, domestic partners, and children, are covered under most of our benefits programs. Benefits vary depending on position and full-time, part-time, and variable hour status.

This is a budgeted, regular status position with a full-time schedule. The position is eligible for these benefits:

• Medical, dental and vision health insurance
• Paid sick leave
• Paid vacation, holiday, and other leave
• Paid parental leave
• Full contribution to Oregon PERS retirement
• No-cost TriMet Hop Pass
• Employee Assistance Program
• Training opportunities
• Flexible schedules depending on position and department
• Hybrid/Telework living in Oregon /Washington depending on position and department

Metro also offers a variety of perks for all employees, including free admission to the Oregon Zoo (including ZooLights!), Oxbow and Blue Lake Regional Parks, membership discount at Lloyd Athletic Club, credit union eligibility and more. Employees also receive access to financial wellness and legal consultation services, as well as first-time home buying and ownership counseling.

Learn more about employee benefits.

Some positions are represented by a union and have additional benefits. View union contracts here.