Chief Financial Officer

Department/Agency of position: 
Metro
Location of position: 
Portland, OR
Wage/Salary: 
$144,555 - $209,618
Date Posted: 
Tuesday, July 2, 2019
Closing Date: 
Friday, August 2, 2019
Job Description: 

Are you an accomplished leader who loves strategy, people and making a difference in your community? If so, you should consider applying to be Metro’s next chief financial officer. We’re looking for an innovative and inclusive leader who thinks strategically about a broad range of financial and organizational issues – and wants to use those skills to improve the quality of life in the greater Portland.

As the chief financial officer, you’ll draw on your firm grasp of government finance to lead Metro in developing and implementing goals, objectives and programs that provide accountability, make the most of taxpayers’ investments and build public trust. We’re looking for an experienced fiscal manager with the business acumen necessary to maintain Metro’s current AAA bond rating and balanced budget. The successful candidate will ensure Metro is on a course to protect its long-term financial stability during a period of growth.

As a member of Metro’s senior leadership team, you’ll play a critical role in shaping and executing policy and protecting public investments – including a $653 million regional affordable housing program recently adopted by voters, a proposed $475 million parks and nature bond measure that voters will consider this fall and a regional transportation funding package in the development phase. You’ll work with the Metro Council and Chief Operating Officer on Metro’s budget, quarterly reports and Comprehensive Annual Financial Report and negotiate with Metro’s city and county partners on issues of regional significance. Your ability to convey complex financial concepts to senior leaders, elected officials and community members is essential.

We’re looking for somebody with a passion for public service, a commitment to customer service and a willingness to question the status quo. As the department champion, you will lead staff and foster collaboration, building on successes and challenging Metro’s high-performance team to develop and change to meet greater Portland’s evolving needs.

Commitment to diversity, equity and inclusion

The next Chief Financial Officer will share Metro’s commitment to shaping a better future for everyone in greater Portland, including communities of color and others who have not benefitted equally from public investments. You should be prepared to live these values, both through the financial policies and practices you develop and the way you lead your team. At Metro, we hire a workforce representative of the communities we serve, understanding that a diverse workforce strengthens our organization. We value diversity and support a positive and welcoming environment where all of our employees can thrive.

A better future for greater Portland

Across greater Portland in 24 cities and three counties, there’s one metro government that brings us all together. Led by an elected council, Metro helps Oregonians shape the future and provides services that make life better today. Metro’s work spans parks and nature, land and transportation, garbage and recycling, and arts and events. Metro works to generate economic opportunity, protect water and wildlife, and create communities people want to call home.

The Finance and Regulatory Services Department provides central administrative support to Metro departments and venues. Nationally recognized for award-winning financial reporting, the department has five primary functions: accounting, budget and financial planning, procurement, payroll and risk management. The department includes 47 full-time equivalent employees and the Fiscal Year 2018-19 operating budget totaled $669 million.

Essential job duties

An employee in this position must be able to perform all of the essential duties listed below with or without reasonable accommodation; however, this list is not intended to include all of the specific tasks an employee in this position may be expected to perform.

  • Ensures performance excellence in all functional areas of the department including Accounting, Procurement, Risk Management, Budget and Financial Management, and Solid Waste Regulation. Manages divisions actively and focuses on mentoring and coaching staff to achieve optimal performance. Identifies and communicates performance expectations and identifies and addresses performance gaps. Has full responsibility for hiring, promoting, transferring, assigning, evaluating performance, initiating salary actions, handling grievances, disciplining and discharging employees.
  • Provides effective, accessible leadership; promotes and fosters a strong customer service ethic; and models and encourages respectful and responsive interactions in all situations.
  • Develops and administers Metro code for solid waste franchises and rate regulation and directs, oversees and establishes strategies related to regulatory functions including rate setting for transfer stations, excise tax collection and regional system fee collection.
  • Ensures timeliness, accuracy and usefulness of financial and management reporting for federal and state funders, foundations and the Metro Council; directs and oversees the preparation and communication of quarterly and annual financial statements and reports.
  • Evaluates existing business models organization- wide and recommends changes as necessary.
  • Assists revenue-generating Metro enterprises with overall business case and strategy development.
  • Oversees maintenance of, or establishes and refines appropriate internal controls and financial procedures and legal and regulatory compliance regarding all financial functions.
  • Coordinates audits and ensures proper filing of financial statements.
  • Leads the organization’s annual budgeting process and oversees all budget and financial issues, including the development and monitoring of budgets and the development of financial business plans and forecasts.
  • Supports, enhances and promotes Metro’s efforts related to contracting with CoBID firms: certified minority-owned, women-owned, service-disable veteran-owned businesses, and emerging small businesses.
  • Develops and uses predictive models, financial forecasts and activity-based financial analyses to provide insight into Metro’s operations and business plans and assist with future planning and budgeting efforts.
  • Partners with senior leaders and Metro Council to develop and implement financial strategies organization-wide and engages senior leaders to develop short-, medium- and long-term financial plans and projections.
  • Oversees all compliance and recognition for federal and state contracts and private grants; cash flow planning; cash, investment and asset management; and all financial strategies and activities.
  • Represents Metro to financial partners including financial institutions, investors, foundation executives, other public agencies, auditors, public officials and others.
  • Works with Deputy and Chief Operating Officers, investment staff, and stakeholders to review and optimize agency’s investment strategies.
  • Makes budget- and financial-related presentations to Metro Council, staff, other agencies, stakeholders, the public and other groups.
  • Stays up-to-date on nonprofit audit best practices and state and federal laws regarding nonprofit and government operations.
  • Participates in Metro policy development as part of the senior leadership team.
  • Performs related duties as assigned.

Knowledge, skills and abilities:

Executive-level knowledge of:

  • generally accepted accounting practices and Oregon budget law.
  • preparation of financial reports and practices of public sector financial services, including applicable legal and administrative requirements, reporting regulations and related best practices.
  • fiscal management practices, including budget preparation and expenditure control.
  • management theory and principles, and of techniques to supervise staff and motivate performance excellence.
  • accounting principles and standards, computer systems, financial software and general management fields.

Skills:

  • excellent written and oral communication skills.
  • demonstrated leadership ability, team management and interpersonal skills.
  • excellent analytical and abstract reasoning skills and excellent organization skills.
  • familiarity with state and federal contracting rules as it relates to COBID and MWESB firms. Awareness of best practices in diverse contracting.
  • willingness to engage diverse stakeholders to create an environment of transparency and inclusiveness and to gather ongoing feedback on Metro’s financial practices.

Ability to:

  • plan, organize and oversee a wide variety of programs and projects simultaneously, motivating work groups to successful project completion and evaluating the work of others.
  • analyze complex situations such as personnel or operational issues, and to develop and implement corrective actions and strategies for departmental and organizational success.
  • present information effectively, through both written and oral communication, to elected officials, the public and various stakeholder groups regarding sensitive and/or complex issues.
  • partner with executive staff to develop and implement creative financial management strategies.
  • work with information technology staff to manage finance and accounting software packages.
  • effectively make critical decisions, often under pressure.\
  • strategically weigh risks and benefits of options, prior to taking action.
  • continuously seek ways to improve organizational effectiveness and service to the public.
  • foster workplace diversity values and outreach in program execution and delivery.
  • fulfill Metro’s employee values of public service, excellence, teamwork, respect, innovation and sustainability.

Minimum requirements:

Requirements include:

The Chief Financial Officer will be an experienced leader with at least eight years of broad experience in gathering and evaluating financial information and making actionable recommendations to senior leadership. Experience will include managing all facets of budget and finance for a complex organization with multiple funding sources, including federal and state contracts and an affiliate structure with diverse program areas. Experience in public utility management in a union environment is preferred. A Bachelor’s degree in the field of Accounting, Business Management, Public Administration or similar field is required; a CPA or Master’s degree is preferred. Previous fund accounting experience in city or county government is highly desirable as is at least five years of experience as a director of finance or equivalent, preferably in a public or nonprofit organization with an annual budget of at least $100 million.

Ready to apply?

Head to oregonmetro.gov/jobs and submit the following:

  • an electronic application
  • a current resume
  • a cover letter describing your qualifications as they relate to the duties of this position
  • answers to the supplemental questions.

We will begin review application on July 30, 2019.

If you have questions, contact Metro’s Human Resources Recruitment Program Manager, Janet Lee at Janet.Lee@oregonmetro.gov or 503-813-7563.

Metro is an equal opportunity employer and is strongly committed to enhancing the diversity of its workforce. Assistance with the recruitment, application and selection process is available upon request to applicants with disabilities.

Online applications: Metro accepts job applications online. If you need assistance or accommodation with your application, or access to a computer, call 503-797-1570.

Accommodation: Reasonable accommodation is available to anyone whose specific disability prevents them from completing this application or participating in this process. For confidential assistance please contact Human Resources at 503-797-1570.

Representation/classification: This position is not represented and the classification is Chief Financial Officer.

Public Employees Retirement System (PERS): New employees will pay the employee portion of the PERS contribution.

Veterans’ Preference: Under Oregon Law, qualified veterans may be eligible for veterans’ preference when applying for Metro positions. If you are a veteran and would like to be considered for a veterans’ preference for this job, please provide qualifying documents as instructed during the application process.

Criminal background checks: In order to protect the well-being of its employees, the public and agency assets, Metro may conduct criminal background checks on candidates selected for Metro positions. Criminal convictions do not necessarily preclude employment and will be considered on a case by case basis. A background check will only be conducted if you are selected as a finalist for a position. If selected as a finalist, you will be contacted by Human Resources prior to the initiation of a background check.

Equal employment opportunity: All qualified persons will be considered for employment without regard to race, color, religion, sex, national origin, age, marital status, familial status, gender identity, sexual orientation, disability for which a reasonable accommodation can be made or any other status protected by law. Assistance will be gladly provided upon request for any applicant with sensory or non-sensory disabilities.

An Equal Opportunity/Affirmative Action Employer         oregonmetro.gov/jobs

Metro engagement staff at the North American Youth and Family Center federal and state government accounting, including specialized fund and grant accounting, compliance and reporting methods and strategies.