Hybrid Forecast Analyst & Fund Manager (Financial Analyst III - CPPW) na City of Portland, OR

About the Department

Job Appointment: Full-Time
Work Schedule: Monday–Friday, 8 am-5 pm. An alternate schedule may be available.
Work Location: 1120 SW 5TH AVE, PORTLAND, OR 97204
Benefits: For an overview of the benefits for this position, you can visit our benefits tab.
Union Representation: This classification was recently recognized as represented by the City of Portland Professional Workers (CPPW) labor union. Terms and Conditions are currently being negotiated as part of a new CPPW collective bargaining agreement.. View the agreement at https://www.portlandoregon.gov/bhr/27840

Application Material: Please click APPLY to submit your application via the City of Portland’s online portal. You will need to attach a resume and a cover letter.

About the position:  

This position reports to the Budget and Financial Management Division Manager and performs financial planning, revenue and expense forecasting, rate-setting, budgeting, fiscal analysis, budget monitoring, debt management, and other financial functions as assigned. 

The Budget and Financial Management Division resides in the Finance and Administration Group within the Portland Bureau of Transportation. The division has 8 employees and provides essential services to the bureau, including: budget development and monitoring, revenue forecasting, local improvement district financing, debt management, and capital project controls.

What you’ll get to do: 

• Develop and manage the bureau’s ten-year expenditure and revenue forecasts
• Support long-term financial planning by working directly with internal and external partners to identify risks, opportunities and unfunded liabilities within the financial forecast
• Develop and update rate projections required for bureau financial planning, including the bureau indirect rate, labor allocation rates, and bureau-specific inflation rates
• Develop, initiate, and lead complex financial and policy analyses of policy initiatives and strategic programs, including but not limited to the Transportation System Plan (TSP), Strategic Plan, and voter-approved funding mechanisms such as the Fixing Our Streets local gas tax, as well as prospective local or state legislation
• Track macroeconomic trends, pending legislation and other factors that may impact bureau financial performance
• Provide subject matter expertise for all rates and charges levied by the bureau and manage the development and update of fees through the annual fee ordinance
• Develop budgets, monitor revenue and expenditures, and make recommendations for investment to senior leadership
• Develop and administer complex analytical models for forecasting and tracking multiple revenue sources
• Provide overall management of the bureau’s multiple funds, including projected cash flows, oversight of debt obligations, and fund balancing
• Translate large amounts of technical information, data, and reports into concise correspondence that identifies and summarizes budget and policy choices, impacts, and recommendations for presentation to management and other involved parties

• Excellent Communicator: You are a strong communicator to both technical and non-technical individuals, and proficient verbally and in writing
• Innovative: You have an aptitude for continuous improvement and can excel in change management. You’ve demonstrated the ability to remain flexible, agile, and calm in a high-paced environment that relies on quick and stable decision-making
• Problem Solver: You can identify problems early and value collaboration. You utilize active listening and effective communication, and facilitation skills in working with others to find resolutions
• Authentic: Effective in a professional, diverse, multi-cultural environment. You treat customers, co-workers, and employees with respect and are accountable  
• 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
• Organized:  Able to work on a multitude of tasks and understand/respond to various situations in a fast-paced, dynamic work environment
• Relationship Builder:  An outgoing professional who values building trust, partnerships, and relationships to support an inclusive culture and accomplish objectives more effectively

Position Duties

Applicants must specifically address and demonstrate in their cover letter and resume how their education, training, and/or experience meet each of the following minimum qualifications:

1. Knowledge of the principles of public administration, municipal budget development, public agency financial management and reporting, and administrative, organizational, procedural, and financial analysis. 
2. Ability to analyze and identify complex administrative, operational, economic, financial, budgetary, and organizational issues; evaluate alternatives; provide sound, logical, fact-based conclusions and recommendations. 
3. Ability to determine methodologies, assumptions, and data parameters to develop and adjust difficult and complex financial forecasting models. 
4. Ability to collect, evaluate, and interpret complex data in statistical and narrative forms; ability to use quantitative and qualitative analysis, tools, modeling, and reviews.
5. Ability to communicate complex analytical topics to non-technical audiences. 

Minimum Qualifications

STEP 1: Apply online between August 11, 2025, and August 25, 2025

• Cover letter.
  • Details are key! The city uses a merit-based system, so your cover letter should be thorough and specifically address each qualification listed in the "To Qualify" section of the job announcement. Your cover letter can exceed one page to ensure you are able to provide detailed information for every qualification. Follow the instructions, as a subject matter expert will be evaluating your details to confirm that you meet the minimum requirements.
• Resume
• Answer to three (3) Supplemental Questions (click on the Questions tab to preview the questions)
• Optional Application Materials:
• If you would like to request Veteran's Preference, please submit your Veteran documents (ex, DD214-Member 4, VA Benefit Letter, etc.) by the closing date of the recruitment.
• Application Tips:
• Your cover letter can exceed one page but no more than three, to ensure you can provide detailed information for every qualification. A subject matter expert will evaluate your details to confirm that you meet the minimum requirements.
• Your résumé should support the details described in your cover letter.
• How We Determine Pay: The City of Portland is covered by the Oregon Equal Pay Act. Your salary is determined based on the experience listed in your resume that is directly related and equivalent to the position for which you are applying.  It is strongly encouraged to include any transferable experience (paid or unpaid, regardless of how recent) to ensure your offer is reflective of all your relevant experience.
• E-mailed and/or faxed applications will not be accepted.
• Do not attach any additional documents.
• Please note that all completed applications for this position must be submitted no later than on the closing date and time of this recruitment.
• You can use AI tools to assist with your job application, but please make sure to personalize your responses to supplemental questions. Avoid copying and pasting. We encourage the use of AI to generate ideas and then tailor them to reflect your own experiences and skills.
• All applications must be submitted via the City's online application process. 

• An evaluation of each applicant's training and paid and unpaid experience, as demonstrated in their resume and cover letter, is weighted 100%.
• Your resume and cover letter will be the basis for our evaluation of your qualifications for this position. Incomplete or inappropriate information may result in disqualification.
• You have 14 days from the notice of the minimum qualification evaluation results to let us know if you would like to review and discuss your evaluation results. Please read the City of Portland Administrative Rule 3.01 for complete information.
• Additional evaluation may be required before the establishment of the eligible list and/or final selection.

• Candidates who meet the minimum qualifications will be placed on the equally ranked eligible list.

• The hiring bureau will review and select candidates to interview.
• Please note, that the selection process may take up to 90 days from the notification of being placed on the eligible list.

• A start date will be determined after all conditions of employment have been met.

Other Qualifications

Click here for additional information regarding the following:

• City of Portland Core Values
• Recruitment Process - Work Status
• Equal Employment Opportunity
• Veteran Preference
• ADA, Pregnancy, and Religious Accommodations