Financial Planning Analyst (Financial Analyst II)
About the position:
This position is part of the Finance, Performance & Analysis (FP&A) organization and is principally responsible for the bureau's financial plan development and management. The nature of the analyses and work products required are a balance of standardized processes and non-standardized where it is warranted. Points of contact include PP&R executives, managers, supervisors, contacts at other bureaus and other government entities, and fellow analysts within FP&A. This analyst may also be assigned responsibilities for one-time or ongoing initiatives, and liaison responsibilities with other organizations within the bureau, other bureaus, or external entities. The incumbent in this position has latitude to use discretion in the development of required tools, techniques, and analyses to achieve objectives associated with assigned responsibilities.
FP&A is responsible for five sets of finance-related services: financial planning; budget development; budget monitoring; budget management; and, performance measurement and analysis. The context is within Portland Parks & Recreation's (PP&R's) complex financial structure that includes multiple, distinct, and varied programs that are operated across multiple types of funds. FP&A provides these sets of services to bureau leadership and managers, and it conducts business regularly with contacts at other bureaus and Council offices, auditors, regulators, representatives of other government entities, volunteers, and members of the public. It has primary responsibility for PP&R's compliance with all Binding and Non-binding City Policies for Finance and local budget law. There are nine analyst positions and one manager position within FP&A.
As the Financial Planning Analyst, you will:
- Prepare the five-year and long-term financial plan and the related narratives.
- Prepare cost-of-service study.
- Provide cost recovery analysis.
- Prepare the fee study.
- Provide cost allocation models.
- Act as the bureau's General Fund overhead model representative.
- Prepare intra-year revenue forecasting and monitoring
- Provide maintenance of the bureau's rate model.
Although not required, you may have: one or more of these desirable skills/degrees/
- Associates Degree in relevant field.
- Three (3) years of professional and responsible experience performing analytical or related work.
As a person, you are:
- Collaborative: An outgoing professional who values partnership and develops and supports relationships to get things done.
- Solutions Oriented: Use strong communication skills to work with a variety of internal and external stakeholders to create, implement, document solutions , and problem solve .
- Value Equity: Use Diversity, Equity, and Inclusion concepts to guide and inform your work.
- Excellent Communicator: You are a strong communicator to both technical and non-technical individuals, and proficient both orally and in writing.
- Problem Solver: You can identify problems early and you value collaboration. You utilize active listening and effective communication and facilitation skills in working with others to find resolutions.
- Results Driven: This position is high paced, dynamic and requires a candidate who can take charge, bring focus, and finish tasks in a timely, accurate and professional manner.
- Analytical: You thrive on providing data driven information and communicating that information in a manner that all stakeholders can understand and use to inform their decisions.
About the Bureau: Portland Parks & Recreation (PP&R) is committed to the overall Citywide vision that race will have no detrimental effect on people of color, refugee, and immigrant communities in accessing our parks and natural areas, or from the benefit of our services. We recognize, understand, and encourage celebration of the differences that surround us. Diversity and equity are vital to PP&R's ideals and values. The City of Portland, Oregon is a growing and diverse city of 650,000 residents, nearly 20% of whom speak languages other than English at home. PP&R values a diverse workforce and seeks ways to promote equity and inclusion within the organization and with the public. PP&R encourages applications from candidates with knowledge, ability and experience working with a broad range of individuals and communities with diverse racial, ethnic and socio-economic backgrounds. Although not required, PP&R encourages candidates that can fluently speak another language to include that information in their resume. Bilingual candidates are encouraged to apply.
City of Portland Core Values:
Anti-racism | Communication | Collaboration | Equity | Transparency | Fiscal Responsibility
These values guide our actions as we serve the community and engage our workforce. To learn more about the City's core values, please click here .
Why work at 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.
The City of Portland also participates in the Oregon Public Employees Retirement System (PERS). For more information on the City of Portland's benefits please click here.
Many positions within the City are designated as hybrid and currently the City requires you to work in-person one day per week. Beginning in May 2023, most hybrid employees will be expected to perform at least half of their work in-person. City Council approved a human resources administrative rule in January 2023, HRAR - 4.045, requiring employees, including those who are fully remote and hybrid, to perform work within Oregon or Washington. Employees have until May 4, 2023, to be in compliance with the new rule. For more information, click here.
The City is offering an optional information meeting for this recruitment. Please see the Additional Information section below for details.
Applicants must specifically address and demonstrate in their supplemental question responses and resume how their education, training and/or experience, meets each of the following minimum qualifications:
- Knowledgeable in applying the principals, and practices of government budget development, monitoring, and management.
- Experience with and knowledgeable in financial projection, modeling, and indirect rate model development and maintenance.
- Experience collecting, analyzing, and interpreting information, metrics, and financial and statistical data.
- Experience communicating technical data effectively, both orally and in writing; presenting conclusions and recommendations clearly, persuasively and logically to varied audiences.
- Ability to establish and maintain effective working relationships with diverse internal and external stakeholders.
- Ability to effectively collaborate with others in achieving tasks; and to demonstrate tact, diplomacy, and patience, and gain cooperation through discussion and collaboration.
Applicant must also:
- Ability to visit various Parks sites throughout the City via driving or mass transit.
- A valid driver's license and an acceptable driving record is needed for driving City vehicles.
The Recruitment Process
An evaluation of each applicant's training and experience, as demonstrated in their resume and answers to 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.
** PLEASE NOTE: The eligible list generated from this recruitment may be used to fill future vacancies**
Recruitment Activity Schedule:
- Job Posting closes: 6/12/2023
- Applications Reviewed: 6/8/23- 6/24/2023
- Eligible List / Notices Generated: week of 7/1/2023
- 1st Round of Interviews: Mid July 2023
- 2nd Round of Interviews (if needed): Late July 2023
- Job Offer: Late July/August 2023
*Timeline is approximate and subject to change.
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 résumé should support the details described in your responses to the supplemental questions.
- Salary Range/Equity Pay Analysis: Please note per the Oregon State Pay Equity Law your salary is determined based on the experience and education listed in your resume/application. It is strongly encouraged to include any transferable experience (paid or unpaid regardless of how recent) to ensure your offer is reflective of all directly related and equivalent experience.
- 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.
Please note, all completed applications for this position must be submitted no later than on the closing date and time of this recruitment. All applications must be submitted via the City's online application process. Do not attach materials not requested. E-mailed and/or faxed applications will not be accepted.
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 the closing date and time of this recruitment.
ADA, Pregnancy, and Religious Accommodations: If you identify as a person with a disability, are pregnant or nursing, or observe a religious practice(s), 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.
Language Pay Differential: City of Portland employees who speak one or more languages in addition to English, may be eligible to receive a "language pay differential." This is compensation for qualifying multilingual City employees who use their language skills to assist the community. More about the language pay differential can be found here.
Did you know? The City of Portland has How to Apply Videos and offers How to Apply Classes. If you have questions after watching the videos you are invited to contact the recruiter listed on the announcement or starting in April 2023 you are invited to attend the Question and Answers session. If you prefer to attend a virtual class, they are also available once a month.
Anna Morgan, Senior Recruiter
Bureau of Human Resources
An Equal Opportunity / Affirmative Action Employer
OPTIONAL INFORMATION SESSION
To assist you in understanding this position and the recruitment process, we will offer an Optional Information Session that will provide you with details about the position and about the application process. You are not required to attend to apply for this job. You are welcome to join us for the optional session below:
Monday, June 5, 2023
12:00 PM Pacific Time (US and Canada)
Join Zoom Meeting;
Meeting ID: 835 1773 7183Closing Date/Time: 6/12/2023 11:59 PM Pacific