Budget and Financial Analyst

Oregon Metro•Metro Regional Center, OR

1d•Hybrid

About The Position

Metro’s Finance & Regulatory Services Department is hiring a Budget & Financial Analyst for its Central Budget Office analyst team. The position performs advanced financial and budget analysis in support of Metro’s enterprise-wide budgeting functions, including compliance with Oregon Budget Law, development and maintenance of indirect cost rate models, preparation of financial reports and presentations, and support for annual budget development for Council and executive leadership. The analyst also contributes to special projects and strategic financial initiatives, interpreting complex financial information, identifying trends, and communicating findings to varied audiences. The role supports annual budget development, budget compliance, technical accounting, financial close processes, reconciliations, financial statement preparation, chart-of-accounts maintenance, and staff training on transaction coding. It develops and maintains indirect cost rate models, cost allocation plans, and other financial models, and provides analysis and budget management support for capital programs and projects. The analyst also supports organizational research, needs assessments, financial projections, report development, and policy recommendations. The position maintains and improves budgeting and indirect-rate systems, runs and customizes reports, performs reconciliations, and serves as the Department’s Workday power user. It monitors internal controls and processes, coordinates year-end activities, supports compliance monitoring, and works with the Finance Manager on related duties. This is a hybrid telework position. Initially, the successful candidate is expected to work onsite three days per week; as proficiency and independence develop, there may be an opportunity to reduce this to two days per week, typically Wednesday and Thursday. Additional onsite attendance may be required. Employees must reside in Oregon or Washington.

Requirements

A bachelor’s degree in a field related to the assigned responsibilities or a professional certification related to the job’s duties, and five years of directly related, progressively responsible experience; alternatively, an equivalent combination of education and experience that provides the necessary knowledge, skills, and abilities.
Expert-level proficiency with Microsoft Excel, including pivot tables, and an understanding of database management.
Strong analytical and technical abilities, attention to detail, organization, and time management, with the ability to manage multiple priorities and meet critical deadlines.
Ability to interpret complex financial information, identify trends, and communicate findings clearly to varied audiences.
Ability to work effectively in an environment with ambiguity and to take initiative in completing needed work.
Advanced organizational and multitasking skills.
Systems thinking, critical thinking, and problem-solving ability.
Ability to coordinate and provide quality support to internal and external stakeholders.
Ability to identify improvement opportunities, develop processes, and use financial analysis to inform operational decisions.
Ability to establish and maintain effective working relationships with employees and the public.
Effective verbal and written communication with people of varied ages and cultural, economic, and ethnic backgrounds.
Employees must reside in Oregon or Washington to work at Metro.

Nice To Haves

Previous experience with Oregon Budget Law.
Previous experience with indirect rate modeling and 2 CFR 200.
Previous experience with Workday, PeopleSoft, Euna Budget Pro (Questica), Gravity, or Allocate.
Demonstrated ability to develop impact measurement and/or evaluation tools.

Responsibilities

Support annual budget development by researching and analyzing budget proposals, developing projections and financial models, coordinating budget information, and preparing budget documents, reports, and presentations for Council and executive leadership.
Support compliance with Oregon Budget Law and Metro policies and procedures, including preparing, reviewing, and coordinating required budget documents, amendments, and related materials.
Provide technical accounting support, including program responsibilities, month-end and year-end financial close activities in partnership with the Department Finance Manager, balance sheet reconciliations, financial statement preparation, and regular and ad-hoc analysis.
Maintain a user-friendly chart of accounts, coordinate account changes with Metro Accounting, and train and assist Department staff with appropriate accounting transaction coding.
Develop and maintain indirect cost rate models, including the Planning Department’s negotiated federal indirect rate, cost allocation plans, and other financial models.
Provide financial analysis and budget management support for capital programs and projects, including expenditure monitoring, forecasting, and financial reporting.
Provide organizational support through budget development, needs assessments, research, advanced analysis, materials and report development, financial projections, and policy recommendations.
Develop proficiency in Euna Budget Pro, Gravity, and Allocate, and manage system maintenance, configuration, workflows, reporting, and ongoing improvements.
Use multiple software programs to run budget, financial, and payroll reports and perform reconciliations; learn reporting tools and customize reports when needed.
Serve as the Department’s Workday power user and support staff in using the system.
Work with Department finance staff to advise on and develop new reports as needed.
Monitor and analyze internal controls and processes, with a focus on improving efficiency.
Coordinate fiscal year-end processes and reconciliation of financial and personnel-related information.
Develop an understanding of Department programs and projects to provide financial support across the Department and help develop outcome and performance measures.
Remain current on legal requirements, regulations, and bills affecting the program area; report changes and market trends to management and monitor compliance with applicable requirements.
Assist the Department Finance Manager with related finance tasks and other assigned duties.