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Financial Analyst II



Job Details

Financial Analyst II

This listing closes on 4/29/2019 at 11:59 PM Pacific Time (US & Canada); Tijuana.

Salary

$5,278.00 - $8,781.00 Monthly

Location

5th Fl, OR

Job Type

Regular

Job Number

2019-00333

Bureau

OMF-Office of the Chief Administrative Officer

Opening Date

04/15/2019

Closing Date

4/29/2019 at 11:59 PM Pacific Time (US & Canada); Tijuana

Max Number of Applicants

75

The Position


The Office of Management and Finance, Business Operations is seeking to fill a Financial Analyst II vacancy.

This recruitment will remain open until 75 applications have been received or until the posted closing date, Monday, April 29, 2019, whichever comes first.  Applications received after the 75 application limit has been reached will not be included in this recruitment process.

The Office of Management and Finance, Business Operations is a diverse workplace that encourages collaboration, creativity and innovation in solving problems. Business Operations strives to foster a positive work environment in which employees can grow professionally and contribute to the success of the organization.

The Financial Analyst II position is responsible for financial and management analysis related to the budget and operations of specific City funds. The Financial Analyst II's duties will vary from day to day, will range from routine to difficult and will be creatively challenging.

Key responsibilities include:
  • Developing, reporting, and monitoring various fund budgets of varying size and complexity.
  • Developing rates for services that fully recover costs and align with the business processes of the funds.
  • Monitoring net income from rates and work with managers on implementing any changes required.
  • Developing financial plans for large capital projects and working with project managers to track cost and manage the finances of the projects.
  • Conducting financial and organizational analysis.
  • Preparing management reports with sound business recommendations.
The Financial Analyst II is both a leader and subject matter expert in Business Operations, providing lead work on projects. The position will not just analyze, but will work with managers and staff to implement financial decisions and business process improvements.  A vital requirement of the position's role will require providing excellent customer service to both internal and external customers.

About Us
The Business Operations Division in OMF provides an array of financial management, communications, and project management services for all of OMF, comprised of the bureaus of Human Resources, Revenue and Financial Services, Technology Services, and the Office of the Chief Administrative Officer. The Division also provides services to City Council offices.

About the City of Portland
Lauded as one of the best places to live in America, Portland is a city with a vibrant downtown, diverse neighborhoods, natural beauty, good schools and friendly people.  Home to about 680,000 residents within 145 square miles, Portland maintains deep ties to the Pacific Northwest's natural beauty. Portland is listed among the top 25 arts destinations in the United States, named one of the best cycling cities in North America, and one of America's best walking towns.  Mount Hood, the Cascade Mountain Range and the renowned Oregon Coast are all just over an hour away. There are 37,000 acres of parks and green spaces within the metropolitan area including the largest urban wilderness in the U.S.: the 5,000-acre Forest Park located within the city limits. Average temperatures range between 34° in winter to 80° in summer and Portland receives 37" of rain annually, less than Seattle, Houston, Baltimore, Boston and Atlanta.

Why join the City of Portland?
The City of Portland is committed to offering medical, dental, vision, basic life, and long-term disability coverage that provides quality care, support and value to eligible employees and their family members. Additional benefits such as flexible spending accounts, supplemental life insurance and employee assistance program coverage is available to ensure employees have the appropriate tools to safeguard themselves and their family.  The City of Portland also participates in PERS, the Oregon Public Employees Retirement System. For more information on the City of Portland's benefits please click here.

To Qualify

The following minimum qualifications are required for this position:
  1. Knowledge and experience applying the principles, practices, and methods of administrative and financial analysis.
  2. Experience preparing and managing an organization's budget, preparing revenue and expenditure analysis, and preparing budget status and monitoring reports.
  3. Experience preparing reports, presentations and other communications on complex financial and management issues for a variety of audiences.
  4. Experience establishing and maintaining effective working relationships with managers and staff within your organization.
  5. Ability to develop and implement business process improvements.

The Recruitment Process

An evaluation of each applicant's training and experience, as demonstrated in your resume and responses to the supplemental questions weighted 100%. Do not attach materials not requested. Only candidates who meet the minimum qualifications will be placed on the equally ranked eligible list. You have 14 days from the notice of the examination results to let us know if you disagree with your results. Please read the City of Portland Administrative Rule 3.01 for complete information. Additional evaluation may be required prior to establishment of the eligible list and/or final selection.   

Recruitment Timeline:
  • Posting:   4/15/19 - 4//29/19 (or 75 applications received)
  • Applications Reviewed:   4/30/19 - 5/7/19
  • Eligible List:   week of 5/7/19
  • Selection Phase Begins:   Tentatively the week of 05/20/19
  • Job Offer:   Tentatively the week of 06/24/19
*Timeline is approximate and subject to change

Additional Information

Application Instructions

Applicants must submit a professional résumé and detailed responses to the attached supplemental questions online, specifically focused on your qualifications for this position as identified in the "To Qualify" section of this announcement in accordance with the following Application Instructions:

Your résumé and responses to the attached supplemental questions will be the basis for our evaluation of your qualifications for this position. Incomplete or inappropriate information may result in disqualification.

  • Your responses to the supplemental questions should include details describing your education, training and/or experience, and where obtained, which clearly reflects your qualifications for each of the numbered items in the "To Qualify" section of this announcement.
  • Your résumé should support the details described in your responses to the supplemental questions.
  • If you are requesting Veteran's Preference, as identified below, please describe in your responses to your supplemental questions and resume any transferrable skills obtained during your military service and how they relate to each of the required minimum qualifications under the "To Qualify" section above.
  • It is recommended that your résumé not exceed a total of two (2) pages.
Applications for this position will be accepted, online, until 75 completed applications have been received, but will close no later than 11:59 PM, on the closing date of this recruitment, whichever comes first.   Do not attach materials not requested.  Applications received after the 75 application limit has been reached will not be included in this recruitment process.   E-mailed and/or faxed applications will not be accepted.

If you are requesting Veteran's Preference, attach a copy of your DD214 / DD215 and / or Veteran's Administration letter stating your disability to your profile, as well as checking the box identifying yourself as a Veteran. You must request Veteran's Preference AND include a copy of your documentation for each recruitment you apply for.

Veteran's Preference documentation must be submitted no later than 11:59 PM on the closing date of this recruitment.

Non-citizen applicants must be authorized to work in the United States at time of application.

It is the policy of the City of Portland that no person shall be discriminated against based on race, religion, color, sex, marital status, family status, national origin, age, mental or physical disability, protected veteran status, sexual orientation, gender identity or source of income. The City values diversity and encourages everyone who is interested in employment with the City to apply. If you wish to identify yourself as an individual with a disability under the Americans With Disabilities Act of 1990 and will be requesting accommodation, the requests must be made to the Analyst(s) named below No Later Than the Closing Date of This Announcement.

Questions?
Teresa Dahrens, Senior Recruiter
Bureau of Human Resources
Teresa.Dahrens@portlandoregon.gov
(503) 823-4516

An Equal Opportunity / Affirmative Action Employer

A Career with the City of Portland offers many Employee Benefits
 
This summary outlines the benefit programs, actual benefts may vary depending on bargaining unit and employment status.

The City of Portland offers a comprehensive benefit package that is competitive with other private and public sector employers.  

More detailed information can be obtained by calling the Benefits & Wellness Office at 503-823-6031.
 
  • A choice of two medical/vision plans and two dental plans.
  • Coverage is available to benefits-eligible employees, their spouse/domestic partner and eligible dependent children up to age 26.
  • For full time employees, the City pays 95% of the cost of coverage, you pay 5%.
  • The part-time employees' cost is pro-rated based on the number of hours in the employee's regular work schedule.
  • We offer many on-site fitness center locations and classes, stretching,
  • discounts to local fitness clubs,
  • smoking cessation benefits,
  • chronic care coaching programs,
  • worksite wellness screenings and flu shots.
  • Basic life insurance at no cost to full time employees.
  • Levels of coverage are based on bargaining units, employment status and/or annual salaries.
    • Supplemental life insurance - employees may purchase up to $500,000 for themselves
    • up to $300,000 for their spouse or domestic partner.
    • up to $25,000 for dependent children.
    • This coverage is portable upon retirement or separation. There are some limitations on coverage level.
  • Depending on your bargaining unit, you may be eligible for Basic Long Term disability coverage which will pay up to 40% of your basic monthly earnings up to $3,333 per month.
  • The benefit is available 60 days from the onset of the approved disability, or exhaustion of sick leave, whichever is later.
  • Preexisting condition limitations do apply.
  • Employees may also purchase an additional 20% (of your basic monthly earnings up to $1,667 per month) coverage.
  • Employee Assistance Plan (EAP) provides confidential counseling services for employees and eligible dependents.
  • Effective July 1, 2013, the plan provides up to five free visits per year. 
  • Medical Expense Reimbursement Plan (MERP) allows you to make pre-tax contributions to your account to pay for eligible medical/dental/vision expenses which are not paid by your health insurance (deductibles, co-pays, etc.) 
  • Dependent Care Account Program (DCAP) allows you to pay for your eligible dependent care expenses with pre-tax dollars. The maximum allowable you may contribute to this plan is $5,000. 
  • Membership in the Public Employees Retirement System (PERS)/Oregon Public Service Retirement Plan (OPSRP)
    • The City currently pays the employee's share of the retirement contribution.
    • Employees who are OPSRP members are vested after five years of contributions or when they reach age 65 (age 60 for police and fire.) 
  • Option to contribute a portion of your earnings on a pre-tax basis to the City's Deferred Compensation Program.
Paid Leave
  • 80 hours of vacation each year initially. This accrual will increase over time. 
  • Sick leave typically accrues at the rate of 104 hours each year
  • 10 paid holidays each year
  • three personal days accrue each year
Family Medical Leave

In accordance with federal and state law, and the City policy for family medical leave, the City grants family and medical leave to eligible employees for certain family and medical related reasons.
 
  • City's TRIP Reduction Incentive Program (for transportation options)

01
Thank you for your interest in this position. We sincerely value your time and hope to make your application experience as positive as possible.

The following supplemental questions are an important step in the examination and selection process to assist us in determining if you possess the knowledge, skills, and abilities to succeed in the posted vacancy.

A lack of a complete and thorough response to each of the supplemental questions in the space provided may result in disqualification from the examination. In addition, the selections you make and responses you provide in the questionnaire must accurately reflect what is documented in your work history.

All of the supplemental questions below that are specifically listed in the "To Qualify" section are required for this position. Please provide unique responses for each question that specifically address the qualification(s). Answering "No", "See resume", or entering "N/A" in the open text field to any of the minimum qualifications may result in elimination from further consideration.

If you are requesting veterans preference, please be sure to not only select that you are a veteran, but also upload a copy of your DD214 and/or Veteran's administration letter stating your disability. Veteran's preference documentation must be submitted by the closing time of this announcement.

Have you read and understood all of the information listed above?
  • Yes
  • No
02
Where did you first learn about this job opportunity? (If on a website or job board, please specify which one)
03
Do you possess knowledge and experience applying the principles, practices, and methods of administrative and financial analysis?
  • Yes
  • No
04
If you answered "Yes" to the previous question, please describe, in detail, your experience applying the principles, practices, and methods of administrative and financial analysis.

In your response, include details which clearly reflect how you meet this minimum qualification. Such as,
  • Examples of when you used the knowledge skill or ability;
  • Role you served in (professional, internship, volunteer); and
  • Total years of experience applying the knowledge, skill or ability.
(Enter N/A, if you do not have relevant experience)
05
Do you possess the experience preparing and managing an organization's budget, preparing revenue and expenditure analysis, and preparing budget status and monitoring reports?
  • Yes
  • No
06
If you answered "Yes" to the previous question, please describe, in detail, your experience preparing and managing an organization's budget, preparing revenue and expenditure analysis, and preparing budget status and monitoring reports.

In your response, include details which clearly reflect how you meet this minimum qualification. Such as,
  • Examples of when you used the knowledge skill or ability;
  • Role you served in (professional, internship, volunteer); and
  • Total years of experience applying the knowledge, skill or ability.
(Enter N/A, if you do not have relevant experience)
07
Do you possess the experience preparing reports, presentations and other communications on complex financial and management issues for a variety of audiences?
  • Yes
  • No
08
If you answered "Yes" to the previous question, please describe, in detail, your experience preparing reports, presentations and other communications on complex financial and management issues for a variety of audiences.

In your response, include details which clearly reflect how you meet this minimum qualification. Such as,
  • Examples of when you used the knowledge skill or ability;
  • Role you served in (professional, internship, volunteer); and
  • Total years of experience applying the knowledge, skill or ability.
(Enter N/A, if you do not have relevant experience)
09
Do you possess the experience establishing and maintaining effective working relationships with managers and staff within your organization?
  • Yes
  • No
10
If you answered "Yes" to the previous question, please describe, in detail, your experience establishing and maintaining effective working relationships with managers and staff within your organization.

In your response, include details which clearly reflect how you meet this minimum qualification. Such as,
  • Examples of when you used the knowledge skill or ability;
  • Role you served in (professional, internship, volunteer); and
  • Total years of experience applying the knowledge, skill or ability.
(Enter N/A, if you do not have relevant experience)
11
Do you possess the ability to develop and implement business process improvements?
  • Yes
  • No
12
If you answered "Yes" to the previous question, please describe, in detail, your ability to develop and implement business process improvements.

In your response, include details which clearly reflect how you meet this minimum qualification. Such as,
  • Examples of when you used the knowledge skill or ability;
  • Role you served in (professional, internship, volunteer); and
  • Total years of experience applying the knowledge, skill or ability.
(Enter N/A, if you do not have relevant experience)

* Required Question

Agency
City of Portland
Phone
503-823-4757
Website
http://www.portlandoregon.gov/jobs
Address
1120 SW 5th Ave, Room 987

Portland, Oregon, 97204

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