Transit Systems 2023-09-13 2023-10-18

Senior Analyst, Operations & Finance Planning

Portland, Oregon

Job ID: 151445
Job Status: Full-time

TriMet is seeking a Senior Analyst in Operations & Finance Planning!

The Senior Analyst in Operations & Finance Planning performs as lead support to the Director, Operations Planning and Development on all aspects of financial and budget forecasting, the annual budget and Operations planning.

They assist in development and implementation of annual budgets and multi-year plans for Operations divisions (Transportation, Maintenance, and Chief Operating Officer). The Senior Analyst serves as liaison between Operations and Finance and Administrative Services Divisions. This position conducts scenario analyses for the annual budget, annual financial forecast, capital improvement program and Transportation and Maintenance plans.

The Senior Analyst, Operations & Finance Planning coordinates and maintains short and long range operations plans. They provide technical expertise in Oracle data mining and SQL report development for Operations Planning and Development department. The Senior Analyst is also responsible for accurate forecasting, budgeting, report writing and communication of information.

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.

Salary Range: $89,263.00- $133,894.00 Annually

Essential Functions

  1. Serve as the Operations Budget Coordinator to the Finance and Administrative Services Division. Coordinate and train Budget Coordinators in Transportation, Maintenance and COO divisions to develop and administer annual operating and capital budgets. Coordinate and support incorporation of Operations elements in annual updates of TriMet's 5-year Capital Improvement Program (CIP) and 5-year Information Technology Plan. Oversee daily accounting activities.

  2. Create and maintain Operations plans (fleets, facilities and service) and conduct special projects to meet Federal Transit Administration (FTA) requirements, including FTA audits and Triennial Reviews.

  3. Serve as capital budget analyst/liaison. Coordinate CIP reporting for Operations divisions, provide assistance to prepare materials for the Capital Improvement Program Committee, and ensure accurate budgeting of revenues and requirements.

  4. Conduct financial analysis and forecasting to evaluate Operations programs, projects, budgets and plans to inform management decision-making regarding service and strategy.

  5. Support intergovernmental agreements and contracts for Operations divisions, including reviewing procurement requests and providing expertise on contracts, account numbers and funding sources.

  6. Provide Oracle support to Operations Planning and Development Department. Responsible for Oracle data mining and extraction and SQL report development to facilitate accurate forecasting and budgeting.

  7. Provide a variety of budgetary, financial and performance information to support requests from the General Manager's Office, TriMet staff and management, local jurisdictions, the press and general public.

  8. Create and maintain documentation of TriMet budget and financial forecast processes and procedures for Operations divisions.

Position Requirements
  • A Bachelor's Degree is required.

  • A Bachelor's or Master's Degree in Finance, Business Administration, Public Administration, Transportation, Economics, Accounting, Statistics, Computer Science, or Mathematics is preferred.

  • A minimum of four (4) years of total credited experience.*

  • Four (4) years of experience in budgeting, financial forecasting and analysis, accounting, modeling, statistical analysis or research (e.g., strategic planner, business analyst, financial analyst or operations analyst experience) are required.

  • Four (4) years of experience in business or operations planning are preferred.

  • One (1) year of experience in transportation operations (bus or rail service and/or maintenance) is preferred.

  • Possession of a Driver's License issued by the State of Oregon is preferred.

  • Or any equivalent combination of training or experience.
*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.

Type of Position / Grade / FLSA
Grade 15, Exempt, Non-Union, Full-Time

Salary Range
Minimum: $89,263.00
Maximum: $133,894.00

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.

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Transit Job Listing - Senior Analyst, Operations & Finance Planning