Budget & Financial Analyst Series

Apply Now

Company: City of Bend, OR

Location: Bend, OR 97701

Description:

Salary : $77,521.60 - $115,793.60 Annually
Location : Bend, OR
Job Type: Full Time
Job Number: 20250053
Department: Administrative Services - City Hall
Division: Finance
Opening Date: 03/25/2025
Closing Date: 4/8/2025 12:00 PM Pacific

Summary
The City of Bend Finance Department is currently accepting applications for one (1), regular full-time Budget & Financial Analyst position at various levels within the job family. This is a non-represented and FLSA exempt (overtime ineligible) position.
Selection will be made at the Analyst or a Senior Analyst level, as defined below, based on the successful candidate's relevant work experience and qualifications.
To be considered for this position, applicants must have a complete application that includes all of the following items:
  • The online application via NeoGov (access also available on City of Bend website under Human Resources/Job Openings)


  • Attached formal Cover Letter (required)


  • Attached formal Resume (required)

Applicants must provide certification that they are a veteran or disabled veteran to receive veteran's preference. For more information click here.
Applications received by Tuesday, April 8, 2025 (04/08/2025) at 12:00 pm (noon) Pacific Time will receive preference for initial review, but position shall remain Open Until Filled.
Position Summary
Reporting to the Budget & Financial Planning Manager, the Budget & Financial Analyst performs complex financial, economic, budgetary and statistical forecasting and analyses in support of management decisions. This position serves as a primary budget liaison with assigned departments to share information about financial matters and provide direction as it relates to budget law and the biennial budget development process. This position also assists in various special projects including evaluation and analysis of the City's financial systems in support of business process improvements.
Reporting to the Budget & Financial Planning Manager, the Senior Budget & Financial Analyst provides senior level, highly complex financial, economic, budgetary and statistical forecasting and analyses in support of leadership and management decisions. This position develops and analyzes budgets, develops revenue forecasting models, analyzes and monitors fiscal activity, cost variance analyses, prepares financial reports, and long term financial plans, rate developments, debt analyses, fee studies and internal controls over budgets, grants and capital projects. This position performs difficult assignments that require a high level of responsibility, is fully trained in all procedures directly related to the assigned work, and is often considered the subject matter expert. Issues and problems addressed by this position are highly complex, varied, and have competing importance, outcomes and impacts on the organization. This position is expected to be able to communicate, verbally and in writing, their findings to a diverse audience.
Functions, Duties and Responsibilities
Essential Functions Include:
The information provided below encompasses the essential functions and capabilities linked with this position.
Duties and Responsibilities
The individual in this position, Budget & Financial Analyst, is expected to engage in the following work-related activities:
  • Develop and monitor the City's biennial budget in collaboration with department managers, business managers and other finance department staff, ensure that budgets are in line with financial plans and forecast models.


  • Performs detailed cost analyses, reports on expenditure trends and causes, analyzes department spending variances and their causes, and evaluates operational and capital budget requests.


  • Performs a variety of research and fiscal analyses in support of policy development, performance measurements, debt affordability and labor contract negotiations. Participates in and/or performs various fee studies, cost benefit studies, feasibility studies, return on investment or life cycle cost studies as assigned.


  • Participates in a variety of special projects including evaluations and analyses of financial systems, tasks and workflows and internal controls to identify, develop and implement business solutions.


  • Prepares periodic and ad-hoc financial reports based on detailed research, critical analyses, and independent judgment.


  • Maintains high-level contact with others across the organization with others in key positions.


  • Presents financial analysis to a variety of audiences with varying knowledge of finance and budgets, including City Council, City leadership, citizen committees, and City staff.


  • Acts as a finance department resource to all other City departments, and/or performs similar duties in the absence of other assigned personnel.


  • Assists with training other finance department staff.


  • Prepares and delivers of key reports, status updates and other important information to stakeholders.


  • Ensures regulatory compliance, and adherence to policies and procedures.


  • Complies with safety requirements of the position and actively promotes safe work practices.


  • In an emergency event or an officially declared State of Emergency, responds as directed to ensure the restoration of essential public services, facilities, and infrastructure.


  • Performs related duties as necessary to achieve the objectives of the position.

In addition to the duties listed for Budget & Financial Analyst, the Senior Budget & Financial Analyst is expected to engage in the following work-related activities:
  • Develops, analyzes, and maintains City's financial models, working closely with department managers to identify operational and capital requests and needs.


  • Critically evaluates financial plans for adherence to sound financial management principles and compliance with City's fiscal policies.

  • Develops, analyzes, and maintains complex financial forecasting models including revenue forecast models, utility rate development models, payroll projection models, six-year operating models, and indirect cost allocation plans. Forecasts revenues and expenditures using quantitative and qualitative forecasting techniques (time series methods, causal methods and other established forecasting methods). Researches and compiles critical data including local, state, regional and national economic trends for incorporation into forecasting models. Builds databases and complex spreadsheets to perform detailed financial and statistical computations.


  • Performs related duties as necessary to achieve the objectives of the position.

Knowledge, Skills and Qualifications
Skill Profile
The individual in this position, Budget & Financial Analyst, is expected to possess and exhibit the following knowledge, skills, and abilities.
  • Perform financial projections, validating assumptions, identifying issues and summarizing findings


  • Maintain working knowledge of financial and accounting systems including payroll, business processes and internal controls; sound financial management principles and practices.


  • Building and/or maintaining complex spreadsheet models


  • Communication, interpersonal skills as applied to interaction with coworkers, supervisors, the general public and other stakeholders sufficient to exchange or convey information to provide and receive work direction.


  • Prepare, read, analyze and interpret policy documents as well as complex financial reports and statements supported by statistical data and other documentation.


  • Manage a high volume of tasks at one time, including organizing and prioritizing own work.


  • Work independently with minimum direction while also working as part of a team and collaborating with others.


  • Demonstrate a high attention to detail.


  • Maintain advanced Excel skill; understanding of ERP systems; Power BI experience a plus.


  • Maintain working knowledge of software programs such as Microsoft Office including Word, Outlook, Excel and PowerPoint and other interactive computer programs as well as common office equipment.

In addition to the skills listed for Budget & Financial Analyst, the Senior Budget & Financial Analyst is expected to possess and exhibit the following knowledge, skills, and abilities:
  • Maintain working knowledge of principles and practices of established forecasting techniques and methods - quantitative and qualitative forecasting techniques, time series, causal and econometric forecasting methods and other established forecasting methods.


  • Advanced knowledge of sources of economic and demographic data and principles, practices and methods of applying economics, demographics, social-economic and financial data research in order to integrate and develop economic and financial forecasts.

  • Maintain working knowledge of federal, state, and municipal codes, ordinances, regulations, practices and procedures related to the work including government accounting principles and practices and government budgeting laws, principles and practices.


  • Problem solve using independent research, critical thinking and sound decision-making; Identify alternative solutions, assess consequences of proposed actions, and implement recommendations.

Ability Requirements
The following capabilities are required to perform the essential functions of this position.
  • Work occasionally requires working outside normal hours whether it's evenings, on call, or weekends. Examples include, but are not limited to evening council or committee meetings.


  • Effectively communicate with others verbally and in writing, including by phone, e-mail, or in person.


  • Understand, remember, communicate and apply complex oral and/or written instructions and factual information.


  • Remain in a stationary position (sitting or standing) for extended periods of time, occasionally stand, walk, stoop or kneel for extended periods of time.


  • Exert up to 20 pounds of force occasionally and/or up to 10 pounds of force frequently, to lift, carry, push, pull or otherwise move objects.


  • Maintain sustained concentration on computer screens and use keyboards and a variety of peripherals.


  • Work is generally performed in an office setting with travel required to off-site locations.


  • Ability to occasionally travel locally and regionally.

Education, Experience, Certifications and/or Licenses
The following are the qualifications for the Budget & Financial Analyst position.
Minimum Qualifications
  • Bachelor's degree (B.A./B.S.) from four-year college or university or an equivalent combination of education and experience that provides the required knowledge, skills, and abilities as outlined in this job description.


  • 2 to 3 years' experience performing complex budgetary and/or financial analysis.

  • Current and valid Driver's license per City policies outlined in the Employee Handbook.

Preferred Qualifications
  • Governmental accounting and financial systems experience is desirable as well as experience with PowerPivot and Power BI tools.

The following are the qualifications for the Senior Budget & Financial Analyst position.
Minimum Qualifications
  • Bachelor's degree (B.A./B.S.) from four-year college or university or an equivalent combination of education and experience that provides the required knowledge, skills, and abilities as outlined in this job description.


  • 4 to 5 years' experience performing complex budgetary and/or financial analysis.


  • Current and valid Driver's license per City policies outlined in the Employee Handbook.

Preferred Qualifications
  • Governmental accounting and financial systems experience is desirable as well as experience with PowerPivot and Power BI tools.

Classification Framework:
  • To view the full Classification framework for Budget & Financial Analyst, click here


  • To view the full Classification framework for Senior Budget & Financial Analyst, click here

Diversity & Equal Opportunity Employer Statement

The City of Bend is committed to fostering, cultivating and preserving a culture of diversity and inclusion. At the City of Bend, we don't just accept differences; we value them. We are proud to be an Equal Opportunity Employer and support the Americans with Disabilities Amendments Act (ADAAA) and the Oregon Equal Pay Act.
Employee Benefit Overview

August 1, 2024 - July 31, 2025
Regular Full Time Benefits:

Coverage is effective on the first day of the month, coinciding with or following date of hire.
(If the first day of work is on the first calendar day of the month, coverage is effective that day.)

High Deductible Health Plan (HDHP)
Medical, Vision and Prescription Coverage
Underwritten by PacificSource Health Plans
Full-time employees currently pay 10% of the total monthly premium. Benefit-eligible part-time employee premiums are pro-rated according to their regularly-scheduled hours, either at 50% (employees working 20-29 hours per week) or 75% (employees working 30-39 hours per week) of the full monthly premium.

Employee monthly premium:EmployeeEmployee & DependentsFull-time Employees$ 65.04$162.60Part-time 1 Employees (30-39 hours per week)$162.60$406.52Part-time 2 Employees (20-29 hours per week)$325.23$813.04
Health Reimbursement Account (HRA)
Third Party Administrator -- PacificSource Administrators (PSA)
This is an employer-funded account designed to reimburse employees for IRS-qualified medical expenses. Reimbursements are tax-free, and any unused HRA Comp-A fund amounts at the end of the plan year are transferred to the employee's VEBA account following first full year of employment (see below for VEBA account information). Coinsurance (Med-G) funding remaining at plan year end is forfeited and does not roll to the VEBA.
Employee monthly premium portion:

Employee

Employee & Dependents
Full-time EmployeesHRA (Comp - A)
Coinsurance (Med - G)$2,000
$1,250$4,000
$1,250Part-time 1 Employees (30-39 hours per week)HRA (Comp - A)
Coinsurance (Med - G)$1,500
$937.50$3,000
$1,335.75Part-time 2 Employees (20-29 hours per week)HRA (Comp - A)
Coinsurance (Med - G)$1,000
$625$2,000
$890.50
Employees also have the option to self-fund a Flexible Spending Account (FSA) for unreimbursed medical expenses to offset potential out-of-pocket liability under the medical/dental plans and potentially shelter their HRA Comp-A account to allow for larger rollover to their VEBA account at plan year end.

First Stop Health - Telemedicine: The City of Bend provides First Stop Health (FSH) telemedicine benefits for FREE to all medical-enrolled employees and up to seven (7) of their immediate family members.
Dental Plan
Underwritten by MODA
$2,000 calendar year benefit maximum per covered individual includes $1,000 one-time orthodontia benefit.

Full-time employees currently pay 10% of the total composite monthly premium.

Part-time benefit-eligible employee premiums are pro-rated according to their regularly scheduled work hours (50% for employees working 20-29 hours per week; 75% for those working 30-39 hours per week).
Employee composite monthly premium:

Employee with/without Dependents
Full-time Employees$13.92Part-time 1 Employees (30-39 hours per week)$34.82Part-time 2 Employees (20-29 hours per week)$69.63

VEBA Plan
Administered by HRA VEBA
Individual employee account that receives tax-free rollover amounts from the City-funded HRA Comp-A account remaining at the end of each plan year. The account belongs to the employee and may be invested in mutual funds similar to deferred compensation. The account can grow, tax free, and be used for future medical expenses and can be used either while still employed or after separation/retirement.
Flexible Spending Plan (FSA)
Administered by PacificSource Administrators (PSA)
Participation in the City of Bend's Flexible Spending Plan is voluntary and allows employees to pay for IRS-approved health care-related expenses and dependent care through pre-tax payroll deduction.
Life, Personal Accident (AD&D) & Long-Term Disability Plans
Underwritten by New York Life

Group Basic Term Life Insurance: Benefit-eligible employees working at least 20 hours per week are eligible for a coverage amount of one times the employees annual salary, to a maximum benefit of $150,000, with a minimum benefit of $50,000. Coverage includes person accident coverage for loss of life and/or limb, per scheduled benefit package amounts.

Group Long-term Disability Insurance:Benefit-eligible employees working at least 20 hours per week are eligible for a a benefit of up to 66.67% of employee's covered earnings to a maximum of $9,000 per month.

Voluntary Life and AD&D: Active, full time employees of the City of Bend regularly working a minimum of 20 hours per week are eligible for additional voluntary coverage for the employee, spouse/domestic partner and dependent children.
Public Employees Retirement System (PERS)
The City of Bend participates in the PERS Retirement System. Employees become PERS members after working six full calendar months in a qualifying position requiring at least 600 hours worked per 12-month period. Contributions on the employee's behalf begin following completion of the six-month waiting period. The City makes "employer" contribution based on the employee's Tier I, II or OPSRP member status. The City also makes the "employee" member contribution of 6% of salary. For complete PERS program details, visit the website
Employee Assistance Program
Underwritten by Canopy
This City-provided, confidential service helps employees privately solve problems that may interfere with work, family and life in general. Services are free to employees, their dependents and household members.
The City of Bend also offers the following voluntary benefit programs which are elective and funded through payroll deduction:
  • AFLAC Supplemental Insurance (various plans are offered)
  • MASA ground and air ambulance membership
  • 457(b) Deferred Compensation Plans sponsored by Nationwide Retirement Solutions & Mission Square Retirement


Temporary Medical Only Benefit's:
Coverage is effective on the first day of the month, coinciding with or following date of hire. (If the first day of work is on the first calendar day of the month, coverage is effective that day.)

High Deductible Health Plan (HDHP)
Medical, Vision, Prescription coverage

Underwritten by PacificSource Health Plans
Full-time, temporary employee(s) currently pay 10% of the total employee(s) monthly premium. Full-time, temporary employees are eligible for employee-only medical coverage. However, there is family coverage available should the employee choose to enroll and assume financial responsibility for the difference of premium.
Employee composite monthly premium:
EmployeeEmployee & DependentsFull-time Employees$65.04$1,040.67Deductible$2,000$4,000

Flexible Spending Plan (FSA)
Administered by PacificSource Administrators (PSA)
Participation in the City of Bend's Flexible Spending Plan is voluntary and allows employees to pay for IRS-approved health care-related expenses and dependent care through pre-tax payroll deduction.
Public Employees Retirement System (PERS)

The City of Bend participates in the PERS Retirement System. Employees become PERS members after working six full calendar months in a qualifying position requiring at least 600 hours worked per 12-month period. Contributions on the employee's behalf begin following completion of the six-month waiting period. The City makes "employer" contribution based on the employee's Tier I, II or OPSRP member status. The City also makes the "employee" member contribution of 6% of salary. For complete PERS program details, visit the website http://www.oregon.gov/pers
Employee Assistance Program
Underwritten by Canopy
This City-provided, confidential service helps employees privately solve problems that may interfere with work, family and life in general. Services are free to employees, their dependents and household members.
The City of Bend also offers the following voluntary benefit programs which are elective and funded through payroll deduction:
  • MASA ground and air ambulance membership
  • 457 Deferred Compensation Plans sponsored by Nationwide Retirement Solutions and Mission Square Retirement


If you have Federal student loan debt, (private student loans not included), or are considering going back to school, you may benefit from the Student Loan Forgiveness Program.
  • If you make 120 qualifying payments on your Federal student loan while working full-time for a qualifying employer, your Federal student loan debt may be forgiven.
Always check the loan servicer and type of loan you have to ensure you qualify.

Similar Jobs