Manager, Budget & Forecasting Print (https://www.governmentjobs.com/careers/trimet/jobs/newprint/4765213) Apply  Manager, Budget & Forecasting Salary See Position Description Location Suite 700, OR Job Type Non-Union Regular Full-Time Job Number 24-00244 Department Finance (Non Union) Division Budget & Grants Opening Date 12/17/2024 Closing Date Continuous + Description + Benefits Description Want to work for one of the top 5 employers in Oregon?We're seeking a candidate with strong leadership to guide our team through the challenges of budgeting, forecasting and analysis. This managerial role will work side by side with the director and will be able to establish valuable connections throughout the agency! This is a rewarding role that will present new challenges on a daily and weekly basis.We look forward to meeting you! Come ready to hit the ground running and be part of one of the best teams at TriMet! As the Manager of Budget & Forecasting, you will provide direct support to and coverage for the Director of Budget and Forecasting on all aspects of budgeting and forecasting, and you will lead all financial analysis for the agency. In this role, you will be responsible for the financial forecast model used by the leadership team and board of directors to make sound financial decisions for the agency. You will also oversee all processes, analysis, and decision-making that lead to the production of TriMet's annual budget. Utilization of the Oracle Hyperion Budget database, the Oracle Financial System, and the development of the various versions of the annual budget are key components of this position. This includes updates and entries of all financial impacts flowing through this position, which directly support executive decision-making. You will maintain the master financial forecast model and lead, provide guidance, develop, and present complex analysis. This includes scenario analysis for the annual budget, the annual financial forecast, the capital improvement plan, the asset management plan, capital project grant applications, debt ceiling assessments, bond funding planning, and labor negotiations. Additionally, you will directly manage budget and forecasting staff. This role requires being on site four (4) days per week. Reliable in-person attendance is an essential function of all positions. TriMet is an in-person first organization, with a strong emphasis on in-person collaboration, customer service, and safe and efficient operations. Some positions may be able to work up to two days remotely depending on department policy, business needs, and manager discretion. Ensure a commitment to safety through consistent and professional behaviors in performance of job requirements that demonstrate safety is a fundamental value that guides all aspects of our work. Perform related duties as required. Serve as a good steward of TriMet by regularly utilizing our transit system to maintain a strong and current understanding of customers’ experiences and of TriMet’s product and service offerings. Forbes Magazine recently ranked TriMet as one of the top five places to work in Oregon! TriMet is ranked the number one Oregon-based employer in the state, as well as the top “Transportation and Logistics” employer in the state. Essential Functions + Oversee, perform and present complex analysis including specialized financial, revenue, budgetary impacts, and management studies. Perform analysis of alternative forecast scenarios for use in labor negotiations. Perform financial analysis and forecasting of various scenarios related to fares, taxes, and other revenue streams. Advise executive team on financial impacts of decisions. Advise on the annual budget preparation by producing budget alternatives taken from scenario analysis in the long-term forecast. Provide assistance in production of the annual budget, forecast and written financial analysis in support of key capital project funding applications. + Manage development and preparation of TriMet's Annual Budget (operating and capital) and Financial Forecast. This includes establishing baselines, six version of the budget, allocating new resources, reviewing and analyzing budget requests, preparing the budget package for the Chief Financial Officer, General Manager and Board of Directors, supporting legislative review, and producing the final Adopted Budget document. This includes ongoing forecast updates, risk scenario projections and presenting implications and results to the executive team. + Lead, coach and supervise employees, including hiring, discipline, assigning work (plan, organize, control, integrate and evaluate work), preparing performance evaluations, establish performance requirements and personal development targets; regularly monitor performance and provide coaching for performance improvement and development. Provide guidance on analysis approaches and methods, reviewing draft analysis and presentations, and coordinate with department executives. Provide training and day-to-day management practices that support TriMet's mission, objectives and service expectations. Provide technical direction and guidance to other professionals in the department and agency on a regular basis. + Provide direct support to the Director, Budget & Grants Administration in managing the Clean Fuel Credits program, Management of STIF funding and financial implications of position movement (salary recovery and position control), service plan changes, fare increases and labor negotiations. Financial plan development, resource allocation decisions, expenditure and revenue tracking, capital improvement implications will all need consideration and strategic planning with actionable plans. + Represent the Director of Budget and Forecasting in the Director's absence, working closely with Director in setting and carrying-out department objectives and policies. As directed, provide a variety of budgetary, financial, and performance information to support requests from the CFO, TriMet leadership, local jurisdictions, the press and general public. This includes communications with Tax Supervising Conservation Commission (TSCC), Metro, ODOT and many other local jurisdictions as necessary. + Create and maintain documentation of the agency budget and financial forecast model and process. Create the annual Forecast Document. Routinely evaluate related departmental processes and systems for improvement, developing recommendations and justifications for implementation. + Lead continuity and cohesion between inter-divisional departments for Budget & Forecasting, Grants Development & Compliance and Financial Services Dept through continuous communication, organized regular meetings, and provide solutions to issues and/or recommend to CFO as needed. Cross-divisional department collaboration particularly with Compensation, Talent Management, Service Planning, Service Delivery and Government Affairs on both near-term and long-range policy changes or strategic initiatives to align with operational demands. Additionally, meet monthly with each divisional executive member to provide updated financial and position reports. + Responsible for budget compliance with State of Oregon Local Budget Law. Position Requirements A minimum of a Bachelor's Degree in Finance, Economics, Accounting is required with a Master's Degree in a related field being preferred. A minimum of six (6) years of experience are required. * Six (6) years of progressively responsible experience with operational research, statistical and financial analysis, budget analysis, modeling and pricing are required. Five (5) years of experience in areas of budgeting, financial forecasting and analysis are required. Three (3) years of experience in municipal government, or experience in a public transit organization are required. Two (2) years of experience utilizing Oracle Financial System and Oracle Hyperion budget database are preferred. Four (4) years of experience managing/leading a budget process are required. Two (2) years of lead or project management or staff management experience are preferred. The following Licenses/Certificates are preferred upon hire: CFA - Chartered Financial AnalystCPA- Certified Public Accountant Or any equivalent combination of experience and training.* The amount of credit a candidate receives for prior years of experience is based on the relevancy of that experience to the required or preferred prerequisites of the job description. Experience is prorated based on hours worked. LRHR assigns and validates the "credited experience". Selection Criteria Type of Position / Grade / FLSA Grade 18, Exempt, Non-Union, Full-Time. Salary Range Minimum: $117,044.00 Maximum: $175,568.00 Salary offers will be determined by a candidate’s education, training and relevant experience. Any final offer of employment will fall within the range stated above. For transparency, we choose to list the full available grade range, however, TriMet’s salary administration process will ultimately determine the final salary offered. Selection Process Candidates will be selected based at a minimum on the result of: 1. Application Review (please include: Cover Letter and Resume) 2. Panel Interviews 3. Reference Check Supplemental Information Make sure you describe in detail how your education, training and work experience fit with this role. You are encouraged to attach a resume, cover letter, training certificates and/or letters of recommendation with your application. You are permitted five attachments of less than 5MB each. Internal applicants: Information in your personnel file will not be used in lieu of information requested on your application. Incomplete applications will not be considered. If you are a qualified veteran and would like to apply for veterans' preference points, you will need to reflect your status on the application and attach supporting documentation at the time of application submission. If you need accommodation under the Americans with Disabilities Act for any part of the application process, contact our Human Resources staff at 503-962-7505, or the TTY line at 7-1-1. Note that we require a minimum of two workdays' notice prior to the need for accommodation. TriMet is an equal opportunity employer, committed to developing an organization that is reflective of and sensitive to the needs of the diverse community we serve, including veterans, the elderly, and individuals with disabilities. ADA Statement As applied to the workplace, applicants and employees must be qualified to perform the essential functions of the job with or without reasonable accommodation. Essential functions may include required job functions performed infrequently as well as production standards related to the quality and quantity of work.If a person with a disability could meet job qualifications with a reasonable accommodation, TriMet will work with the employee to accommodate the need. If TriMet's accommodation is effective in allowing the employee to perform the essential functions of the job, it need not be the employee's preferred accommodation.