Portland Public Schools
501 North Dixon Street, Portland, OR, USA
Under general direction, perform general-to-complex and sensitive analytical work related to preparing, reviewing, analyzing, evaluating and administering the District’s budget; evaluate fiscal impact of budget submittals and related issues on departmental budgets and Districtwide budget; track and monitor budget expenditures, ensuring that allocated funds have been spent appropriately; develop a variety of financial scenarios and models, exploring and advising on multiple funding sources and alternative funding options.
REPRESENTATIVE DUTIES:
The classification specification does not describe all duties performed by all incumbents within the class. This summary provides examples of typical tasks performed in this classification.
Analyze, examine and/or lead designated staff in the examination of budget and allocation requests on the full scope of routine-to-complex budget issues for completeness, accuracy, and conformance with procedures, regulations, and policies; evaluate needs and priorities of assigned budgets to determine where funds may be reduced and where additional funds may need to be requested; examine alternatives available to continue funding programs, as appropriate.
Compile statistical, fiscal, and program information for the formulation and administration of budgets and budgetary allocations; provide training, work direction and guidance to designated staff as assigned.
Analyze resources, such as local bond, federal and state funds, review and develop financial forecasts and estimate future outcomes; develop and coordinates funding recommendations, justifications, alternatives for funding of agency programs and similar activities intended to meet current and evolving needs.
Provide technical advice and assist District leadership in the preparation and monitoring of budgets, including the interpretation of budget policies; provide recommendations on budget and financial objectives.
Prepare, assemble, and/or lead designated staff in the preparation and assembly of fiscal and statistical data, charts, graphs, and reports for use in budgetary and program evaluations and budget hearings.
Conduct analytical studies and fiscal investigations of complex and sensitive financial or organizational issues; prepare written and oral reports with recommendations for action.
Perform related duties as assigned.
EMPLOYMENT STANDARDS:
Knowledge of:
Principles, practices, tools and techniques of budget and financial analysis and project management
Principles and practices of governmental accounting and research methods applicable to the budget process.
Budgetary and fiscal systems software used in developing and monitoring District budgets.
Principles, theories and practical application of public agency budgeting.
District organization, operations, policies and objectives.
Techniques and principles of high-quality customer service.
Internal consulting concepts and practices.
Current technologies, statistical, financial, budgeting, spreadsheet, word processing and presentation software.
Effective written and oral communication and presentation techniques.
Current local, state and federal budget and finance issues related to governmental agencies and K–12 public education.
Ability to:
Oversee, prepare, analyze and monitor assigned budgets.
Analyze budget data utilizing a variety of routine-to- complex processes.
Prepare and interpret complex financial reports and statements.
Comprehend assigned programs’ goals, objectives, and operations and relate these to budget and program analysis.
Organize and present clear and concise reports of findings and recommendations related to assigned activities.
MINIMUM QUALIFICATIONS:
The Senior Budget Analyst requires a Bachelor’s degree in Finance, Accounting, Business Administration, Economics, Statistics, Public Administration, or related field and five (5) years of experience monitoring, developing, analyzing and overseeing multiple departments, highly complex budgets in a full-service public agency or two (2) years of experience as a Budget Analyst with Portland Public Schools. Lead or supervisory experience, Budget and/or Financial Analyst certifications through GFOA, NASBO, AABPA, and experience working in a richly diverse school community and environment are preferred.
A Master’s degree in one of the above-identified fields may substitute for two years of the required experience for the Senior Budget Analyst level.
Any other combination of training and experience which demonstrates the applicant is likely to possess the required skills, knowledge and abilities may be considered.
CLASSIFICATION AND SALARY : This position is classified as Senior Budget Analyst, Pay Grade 34, on the Non-Represented, Confidential, Professional and Management Employees salary schedule FLSA Exempt.
Salary Range : $83,661 - $99,895
Location : BESC – 500 N. Dixon St, Portland, OR 97227
FTE: 1.0 (40 hours/week)
Work Year: 260
Regular/Temporary : Regular
HOW TO APPLY : Please visit our website at: http://www.pps.net/Page/2158 and select Job #20568
For more details, the complete Classification Specification can be viewed here: https://www.pps.net/cms/lib/OR01913224/Centricity/Domain/56/Class%20Comp/Classification%20Specifications/CPM%20Specs /Finance/PPS%20Class%20Spec-Budget%20Analyst%20series.pdf
CLOSING DATE: This job is open until filled. Applications will be reviewed as received. Portland Public Schools reserves the right to make a hiring decision at any point during the posting period.
The District is focused on eliminating systemic racism and its impact on student learning. PPS is committed to equal opportunity and nondiscrimination in all its educational and employment activities. The District prohibits discrimination based on race; national or ethnic origin; color; sex; religion; age; sexual orientation; gender expression or identity; pregnancy; marital status; familial status; economic status or source of income; mental or physical disability or perceived disability or perceived disability; or military service. Portland Public Schools is an equal opportunity and affirmative action employer.
Under general direction, perform general-to-complex and sensitive analytical work related to preparing, reviewing, analyzing, evaluating and administering the District’s budget; evaluate fiscal impact of budget submittals and related issues on departmental budgets and Districtwide budget; track and monitor budget expenditures, ensuring that allocated funds have been spent appropriately; develop a variety of financial scenarios and models, exploring and advising on multiple funding sources and alternative funding options.
REPRESENTATIVE DUTIES:
The classification specification does not describe all duties performed by all incumbents within the class. This summary provides examples of typical tasks performed in this classification.
Analyze, examine and/or lead designated staff in the examination of budget and allocation requests on the full scope of routine-to-complex budget issues for completeness, accuracy, and conformance with procedures, regulations, and policies; evaluate needs and priorities of assigned budgets to determine where funds may be reduced and where additional funds may need to be requested; examine alternatives available to continue funding programs, as appropriate.
Compile statistical, fiscal, and program information for the formulation and administration of budgets and budgetary allocations; provide training, work direction and guidance to designated staff as assigned.
Analyze resources, such as local bond, federal and state funds, review and develop financial forecasts and estimate future outcomes; develop and coordinates funding recommendations, justifications, alternatives for funding of agency programs and similar activities intended to meet current and evolving needs.
Provide technical advice and assist District leadership in the preparation and monitoring of budgets, including the interpretation of budget policies; provide recommendations on budget and financial objectives.
Prepare, assemble, and/or lead designated staff in the preparation and assembly of fiscal and statistical data, charts, graphs, and reports for use in budgetary and program evaluations and budget hearings.
Conduct analytical studies and fiscal investigations of complex and sensitive financial or organizational issues; prepare written and oral reports with recommendations for action.
Perform related duties as assigned.
EMPLOYMENT STANDARDS:
Knowledge of:
Principles, practices, tools and techniques of budget and financial analysis and project management
Principles and practices of governmental accounting and research methods applicable to the budget process.
Budgetary and fiscal systems software used in developing and monitoring District budgets.
Principles, theories and practical application of public agency budgeting.
District organization, operations, policies and objectives.
Techniques and principles of high-quality customer service.
Internal consulting concepts and practices.
Current technologies, statistical, financial, budgeting, spreadsheet, word processing and presentation software.
Effective written and oral communication and presentation techniques.
Current local, state and federal budget and finance issues related to governmental agencies and K–12 public education.
Ability to:
Oversee, prepare, analyze and monitor assigned budgets.
Analyze budget data utilizing a variety of routine-to- complex processes.
Prepare and interpret complex financial reports and statements.
Comprehend assigned programs’ goals, objectives, and operations and relate these to budget and program analysis.
Organize and present clear and concise reports of findings and recommendations related to assigned activities.
MINIMUM QUALIFICATIONS:
The Senior Budget Analyst requires a Bachelor’s degree in Finance, Accounting, Business Administration, Economics, Statistics, Public Administration, or related field and five (5) years of experience monitoring, developing, analyzing and overseeing multiple departments, highly complex budgets in a full-service public agency or two (2) years of experience as a Budget Analyst with Portland Public Schools. Lead or supervisory experience, Budget and/or Financial Analyst certifications through GFOA, NASBO, AABPA, and experience working in a richly diverse school community and environment are preferred.
A Master’s degree in one of the above-identified fields may substitute for two years of the required experience for the Senior Budget Analyst level.
Any other combination of training and experience which demonstrates the applicant is likely to possess the required skills, knowledge and abilities may be considered.
CLASSIFICATION AND SALARY : This position is classified as Senior Budget Analyst, Pay Grade 34, on the Non-Represented, Confidential, Professional and Management Employees salary schedule FLSA Exempt.
Salary Range : $83,661 - $99,895
Location : BESC – 500 N. Dixon St, Portland, OR 97227
FTE: 1.0 (40 hours/week)
Work Year: 260
Regular/Temporary : Regular
HOW TO APPLY : Please visit our website at: http://www.pps.net/Page/2158 and select Job #20568
For more details, the complete Classification Specification can be viewed here: https://www.pps.net/cms/lib/OR01913224/Centricity/Domain/56/Class%20Comp/Classification%20Specifications/CPM%20Specs /Finance/PPS%20Class%20Spec-Budget%20Analyst%20series.pdf
CLOSING DATE: This job is open until filled. Applications will be reviewed as received. Portland Public Schools reserves the right to make a hiring decision at any point during the posting period.
The District is focused on eliminating systemic racism and its impact on student learning. PPS is committed to equal opportunity and nondiscrimination in all its educational and employment activities. The District prohibits discrimination based on race; national or ethnic origin; color; sex; religion; age; sexual orientation; gender expression or identity; pregnancy; marital status; familial status; economic status or source of income; mental or physical disability or perceived disability or perceived disability; or military service. Portland Public Schools is an equal opportunity and affirmative action employer.
Oregon Pacific Bank
Eugene, OR, USA
Establish the direction, budget, policies and business development goals for the Trust Services department of the Bank. Responsible for developing and maintaining internal and external image of the department while managing a team that meets the trust clients’ individual needs. Responsible for the entire operation of the Bank’s trust offices focusing on new and existing client relationship building and profitability.
ESSENTIAL FUNCTIONS
• Grow the trust department’s profitability base by establishing new and stronger client relationships. • Develop new account relationships through community and professional visibility. • Manage the overall trust administration functions, communications and activities, including staff selection, training, management and profitability. • Manage all vendor relationships of the department in an effort to maximize profitability and efficiency and minimize operational and fiduciary risk. • Administer complex trust, agency, probate or conservatorship accounts. • Exercise creativity in modifying standard products and developing processes in response to a client’s individual needs. • Oversee the Portfolio Manager in setting investment strategy and objectives for client accounts, plan portfolios, select securities, and evaluate alternative investments. • Develop the annual departmental budgets. • Actively develop new business for the department by maintaining and growing a referral network of attorneys, CPAs and other community influencers. • Allocate office assets and resources to enhance profitability. Develop and maintain profitable departments by ensuring efficient account administration. • Develop, monitor, review, and update all trust policies. • Report to TOIC and the Board of Directors regarding departmental activities and progress. • Develop new business goals and communicate them to department members. • Train and supervise staff in undertaking more complex account assignments. Evaluate and assign accounts to appropriate officers. • Work with marketing personnel to develop printed material, radio spots, and newspaper advertisement in all communities. • Maintain knowledge base of state and federal statutes, legislation, regulations, and case law that affect the financial institution and the delivery of fiduciary services. • Work with the Trust Officers to assure trust assets are managed according to the governing documents and all statutory and regulatory requirements. • Monitor compliance issues and prepare for all audits and examinations. • Represent and promote the bank within the community and participate in community activities. • Other duties as assigned to meet corporate objectives.
Education: Bachelor’s degree in relevant discipline. J.D. preferred. Graduate training and certification in taxation, investment management, or fiduciary services is desirable. Experience: Ten or more years of experience in trust administration or legal practice emphasizing trust, estate, and tax work. Demonstrated Skills: ● academic background and experience in the trust and wealth management area. ● ability to apply applicable regulations regarding trust and bank policies. ● understanding of complex legal, probate, fiduciary, tax, investment laws and regulatory issues. ● exceptional social and communication skills necessary to assist clients in very technical matters during periods of extreme emotional upset. ● excellent written and verbal communication skills ● excellent communication and supervisory skills with the ability to lead trust team. ● ability to work with others in a cooperative manner that supports a team environment. ● ability to tolerate high levels of stress. ● ability to lift up to 30 lbs. if necessary ● willingness to participate with community organizations and in community projects.
Establish the direction, budget, policies and business development goals for the Trust Services department of the Bank. Responsible for developing and maintaining internal and external image of the department while managing a team that meets the trust clients’ individual needs. Responsible for the entire operation of the Bank’s trust offices focusing on new and existing client relationship building and profitability.
ESSENTIAL FUNCTIONS
• Grow the trust department’s profitability base by establishing new and stronger client relationships. • Develop new account relationships through community and professional visibility. • Manage the overall trust administration functions, communications and activities, including staff selection, training, management and profitability. • Manage all vendor relationships of the department in an effort to maximize profitability and efficiency and minimize operational and fiduciary risk. • Administer complex trust, agency, probate or conservatorship accounts. • Exercise creativity in modifying standard products and developing processes in response to a client’s individual needs. • Oversee the Portfolio Manager in setting investment strategy and objectives for client accounts, plan portfolios, select securities, and evaluate alternative investments. • Develop the annual departmental budgets. • Actively develop new business for the department by maintaining and growing a referral network of attorneys, CPAs and other community influencers. • Allocate office assets and resources to enhance profitability. Develop and maintain profitable departments by ensuring efficient account administration. • Develop, monitor, review, and update all trust policies. • Report to TOIC and the Board of Directors regarding departmental activities and progress. • Develop new business goals and communicate them to department members. • Train and supervise staff in undertaking more complex account assignments. Evaluate and assign accounts to appropriate officers. • Work with marketing personnel to develop printed material, radio spots, and newspaper advertisement in all communities. • Maintain knowledge base of state and federal statutes, legislation, regulations, and case law that affect the financial institution and the delivery of fiduciary services. • Work with the Trust Officers to assure trust assets are managed according to the governing documents and all statutory and regulatory requirements. • Monitor compliance issues and prepare for all audits and examinations. • Represent and promote the bank within the community and participate in community activities. • Other duties as assigned to meet corporate objectives.
Education: Bachelor’s degree in relevant discipline. J.D. preferred. Graduate training and certification in taxation, investment management, or fiduciary services is desirable. Experience: Ten or more years of experience in trust administration or legal practice emphasizing trust, estate, and tax work. Demonstrated Skills: ● academic background and experience in the trust and wealth management area. ● ability to apply applicable regulations regarding trust and bank policies. ● understanding of complex legal, probate, fiduciary, tax, investment laws and regulatory issues. ● exceptional social and communication skills necessary to assist clients in very technical matters during periods of extreme emotional upset. ● excellent written and verbal communication skills ● excellent communication and supervisory skills with the ability to lead trust team. ● ability to work with others in a cooperative manner that supports a team environment. ● ability to tolerate high levels of stress. ● ability to lift up to 30 lbs. if necessary ● willingness to participate with community organizations and in community projects.
