Budget and Financial Analyst

Oregon Metro; Portland (OR); Híbrido; USD 80.000 - 110.000; Jornada completa

Descripción de la vacante

Metro’s Finance & Regulatory Services (FRS) Department is seeking a Budget & Financial Analyst to join the Central Budget Office's analyst team.

This role performs advanced financial and budget analysis in support of Metro's enterprise-wide budgeting functions, with responsibilities including compliance with Oregon Budget Law, developing indirect cost rate models, and supporting annual budget development for Council and executive leadership.

Formación

• Bachelor’s degree in a field related to assigned responsibilities or professional certification related to the job’s duties.
• 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.

Responsabilidades

• 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.

Conocimientos

Analytical thinking

Communication

Organizational skills

Educación

Bachelor’s degree in related field

Herramientas

Microsoft Excel

Descripción del empleo

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.

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