Overview
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.
Responsibilities
- 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.
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.