Financial Analyst III

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Financial Analyst III

Salary

$72,530.00 - $131,248.00 Annually

Location

1120 SW 5th Ave, OR

Job Type

Regular

Job Number

2020-00162

Bureau

OMF-Office of the Chief Administrative Officer

Opening Date

02/17/2020

Closing Date

3/6/2020 11:59 PM Pacific

Max Number of Applicants

75

The Position


The Office of the Chief Administrative Officer is seeking a Financial Analyst III to join their Business Operations team.

This recruitment will remain open until 75 applications have been received or until the posted closing date, Friday, March 6, 2020, whichever comes first.  Applications received after the 75 application limit has been reached will not be included in this recruitment process. 

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 III position is responsible for financial and management analysis related to the budget and operations of specific City funds. The Financial Analyst III'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 working 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.
• Supervising and coaching a Financial Analyst I and two accountants that provide a wide range of financial services to clients.

The Financial Analyst III is both a leader and subject matter expert in Business Operations, providing lead work on projects and supervising staff. 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, administrative, 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.
 
Why join the City of Portland?
The City of Portland workforce serves a population of over 650,000. We are culture- and solutions-driven, viewing every challenge as an opportunity to learn, improve, and share our expertise. We are committed to removing systemic barriers to resources, access, and opportunity. The City is a believer in ALL people and continues to actively recruit and retain diverse top talent every day. We offer a comprehensive benefits package, including but not limited to medical, dental, vision, basic life, short- and long-term disability coverage to eligible employees and their families. If you are open-minded, motivated, community-focused, and self-aware, please apply yourself at the City of Portland today.

To Qualify

The following minimum qualifications are required for this position.  Applicants must specifically address and demonstrate how their education, training and/or experience, meets each of the following minimum qualifications.  (Please see "Application Instructions" below.)
  1. Experience developing rates for services that fully recover costs and align with the business processes of the organization.
  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 developing financial plans for capital projects or programs and working with managers to track cost and manage the finances of the projects or programs.
  5. Experience supervising and coaching employees effectively.
  6. Ability and experience developing and implementing 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:  02/17/20 - 03/06/20
  • Applications Reviewed:   week of 03/09/20
  • Eligible List:   week of 03/16/20
  • Selection Phase Begins:   Tentatively the week of 03/30/20
*Timeline is approximate and subject to change

 
Application Instructions
Applicants must submit a professional resume and responses to the 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 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 resume 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 the 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.

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 March 6, 2020, 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.

Additional Information

Work Status: Non-citizen applicants must be authorized to work in the United States at the time of application.
 
Veterans' Preference: If you are requesting Veterans' Preference, attach a copy of your DD214/DD215 and/or Veterans Administration letter stating your disability to your profile, as well as checking the box identifying yourself as a Veteran. You must request Veterans' Preference AND include a copy of your documentation for each recruitment to which you apply. Veterans' Preference documentation must be submitted no later than 11:59 PM on the closing date of this recruitment.
 
ADA Accommodations: If you identify as a person with a disability and would like to request a reasonable accommodation when applying for this job, please contact the Recruiter below for assistance.
 
Equal Employment Opportunity: 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.


Did you know? The City of Portland offers How to Apply Classes that are free and review best practices for applying to the City.  Follow the link for the most recent list of scheduled dates: www.bit.ly/howtoapplyclass


Contact Information
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.
Short-Term Disability
  • Depending on your bargaining unit, you may be eligible for Basic Short-Term disability coverage which will pay up to 40% of pre-disability earnings for eligible employees
  • The benefit is available after a 14-day waiting period, and can continue for 90 days.
  • Pre-existing condition limitations do apply.
  • Employees may also purchase an additional 20% benefit (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
  • 112 hours of vacation each year initially. This accrual will increase over time.
  • Sick leave typically accrues up to a maximim rate of 40 hours per calendar 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
The City of Portland receives public records requests at times. Please indicate which response you find appropriate:
  • My application was submitted with the understanding that the City of Portland would keep the information confidential and would only disclose the information if ordered to do so. I would not have submitted this application without the promise of confidentiality.
  • You may release my application, I am waiving confidentiality.
04
Do you have experience developing rates for services that fully recover costs and align with the business processes of the organization?
  • Yes
  • No
05
If you answered "Yes" to the previous question, please describe, in detail, your experience developing rates for services that fully recover costs and align with the business processes of the 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)
06
Do you have experience preparing and managing an organization's budget, preparing revenue and expenditure analysis, and preparing budget status and monitoring reports?
  • Yes
  • No
07
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)
08
Do you have experience preparing reports, presentations and other communications on complex financial and management issues for a variety of audiences?
  • Yes
  • No
09
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)
10
Do you have experience developing financial plans for capital projects or programs and working with managers to track cost and manage the finances of the projects or programs?
  • Yes
  • No
11
If you answered "Yes" to the previous question, please describe, in detail, your experience developing financial plans for capital projects or programs and working with managers to track cost and manage the finances of the projects or programs.

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)
12
Do you have experience supervising and coaching employees effectively?
  • Yes
  • No
13
If you answered "Yes" to the previous question, please describe, in detail, your experience supervising and coaching employees effectively.

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)
14
Do you have the ability and experience developing and implementing business process improvements?
  • Yes
  • No
15
If you answered "Yes" to the previous question, please describe, in detail, your ability and experience developing and implementing 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

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