Financial Analyst 2

ASSIGNMENT RESPONSIBILITIESNote: All official drafts, documents and recommendations, as listed below, must be reviewed, finalized and approved / accepted by appropriate BPA manager or other federal personnel with the authority to do so.Under the guidance of the BPA Manager or a lead federal analyst, perform the following:Budgeting, Forecasting, and Analysis:Actively support the annual budget and quarterly forecasting cycles by preparing templates, consolidating inputs, and analyzing financial data submitted by business partners.Conduct detailed variance analysis (e.g., Budget vs. Actual, Forecast vs. Actual) and collaborate with managers to develop insightful commentary on financial performance.Develop and maintain financial models in Microsoft Excel and other systems to support forecasting, long-range planning, and strategic business decisions.Management Reporting & Business Partnership:Develop, maintain, and enhance interactive dashboards and reports in Power BI to track Key Performance Indicators (KPIs) and support critical agency processes like the Integrated Program Review (IPR).Assist in the preparation of monthly and quarterly financial reporting packages and presentations for review by BPA leadership.Serve as a financial point of contact for assigned business units, providing ad-hoc analysis and decision support to help them achieve their financial and operational objectives.Data Management & Process Improvement:Perform data extraction, transformation, and loading (ETL) to enable timely and accurate data for analysis and reporting.Assist in establishing and enforcing quality control (QC) procedures to validate the accuracy and reliability of key financial datasets.Identify opportunities to improve the efficiency and effectiveness of financial planning and reporting processes.REQUIREMENTSEducation & Corresponding Experience (required on matrix)A bachelor's degree in finance or a closely-related field is preferred.5 years of progressively responsible experience in financial analysis, data analysis, or business intelligence is required.Experience should include proficiency in developing reports, performing financial modeling, and working with business partners.Required Technical Skills & Experience (required on matrix)3+ years of demonstrated experience developing dashboards and reports using Power BI, including working knowledge of DAX and data modeling.3+ years of experience performing data extraction, transformation, and loading (ETL) from enterprise systems, including writing and interpreting SQL queries.3+ years of experience developing and maintaining financial models in Microsoft Excel and conducting quantitative analysis to support budgeting and forecasting.Preferred Skills & Experience (optional on matrix)Experience in government, utility, or finance organization.Experience with Oracle EPM (Enterprise Performance Management) Financial Planning software and PeopleSoft Financials.Familiarity with federal government or utility industry accounting, budgeting, and financial management practices.Experience working within an Agile or project management framework to Track and deliver analytical projects.Additional Requirements (not required on matrix)Valid U.S. Driver's License is required.AppendicesThe following appendices apply to this assignment and may be downloaded from the Fieldglass Reference Library:Offsite WorkTraining Expectations (Worker is expected to keep current on the latest technologies and skills required for the assignment.)Training TypeDetailsProvided byBPA Systems Onboarding10 hoursBPAMandatory Quarterly Trainings4-6 Hours Quarterly (virtual)BPAAttendance at all conferences, workshops, training, etc. must be pre-approved by SLMO. Requests will be reviewed on a case-by-case basis. Approval is subject to the most current guidance provided to SLMO by BPA or DOE and is subject to change at any time. SLMO reserves the right to negotiate attendance on billable/non-billable hours and reimbursement of travel costs with the supplier. Reimbursable travel costs must adhere to the Federal Travel Regulations and be submitted via an expense sheet in Fieldglass.CLOSELY ASSOCIATED RESPONSIBILITIES & REQUIRED ASSOCIATED MITIGATION MEASURESThe following is a list of potential inherently governmental risk areas and the measures that SLMO-Compliance has determined must be in place, via processes and procedures, to mitigate the associated risks. The BPA manager's acceptance of the API or CWSD serves as their attestation that all applicable mitigation measures listed below are or will be established and adhered to in their organization.Area of potential Closely Associated / Inherently Government functionMitigation MeasuresAccess to Confidential / Sensitive InformationCFTE must sign NDA (Non-Disclosure Agreements) at beginning of assignments. (Does not apply to Craft assignments)CFTE must complete annual Information Security and Privacy Awareness training.CFTE must complete and pass background investigations of an appropriate level.Acquisition Planning / Source SelectionCFTE are not permitted to serve as "voting members for acquisition selections.All purchasing decisions must be made by appropriate federal personnel (Contracting Officers).All acquisition documents (requirements, SOW's, evaluation criteria, etc.) must be reviewed, finalized and approved by appropriate BPA federal personnel.Only Contracting Officers are authorized to obligate BPA funds.Agency / Org PlanningAll drafts, documents, materials and recommendations must be reviewed, finalized and approved by appropriate BPA federal personnel.Budget / Finance PrepOnly Federal Employees may determine budget priorities & allocations.BFTE must control and finalize / approve all budgets and related documentation, including that for projects, programs and Organizations.Contract ManagementAll Contractual documents, including invoices must be finalized / approved by appropriate Federal personnel.All contract-related decisions (modifications, changes, performance) must be determined by appropriate federal personnel (COs).Decision MakingCFTE may provide input and recommendations to decision-makers.Only appropriate federal personnel may make decisions which obligate BPA resources or to a specific course of action.Direction & Control (directing BFTE)CFTE are not permitted to direct the actions of federal employees (BFTE) or have any control or input into their performance.Work of BFTE must be assigned by federal manager, supervisor, Program / Resource manager or another appropriate designee.Disposing Govt. PropertyAll decisions regarding the disposal of BPA property must be made by appropriate federal personnel; and all property dispositions must be directed and controlled by the Investment Recovery Center (IRC).Dissemination of Agency/Policy Information / TrainingAll training and any information that is to be disseminated must be either 1) per established policy, process, procedure, or practice; or, 2) reviewed, finalized and approved by appropriate BPA federal personnel.Inspection / IT TestingProcesses and procedures must ensure Federal personnel review inspection findings and CFTE recommendations before acceptance or rejection of material(s) / item(s).HR SupportCFTE may assist with HR functions per established procedures, processes and guidelines (e.g., timekeeping).All work products must be reviewed and finalized by appropriate federal employees.Policy DevelopmentBPA's process for Policy development includes multiple levels of federal review prior to acceptance / adoption.Interpretation of Policy/RegulationsOnly BPA federal employees may determine the applicability and interpretation of regulations.CFTE are not permitted to "interpret regulations for or on behalf of BPA. Regulations are interpreted by federal personnel and communicated via standards, guides, policies and processes.Representing BPAContract workers are required to identify themselves and their employer in signature blocks, in introductions and have a nameplate outside their cubicle.CFTE must receive written VP approval to represent BPA at outside events, such as workshops, seminars or conferences.Page 4 of 4 F_0121_API_TEMPLATE_012026 *** | SUPPLEMENTAL LABOR MANAGEMENT OFFICEADDITIONAL PROCUREMENT INFORMATION (API)Title & LevelFinancial Analyst 2Work Group LocationPortland, ORSpecialtyN/AOffsite Work Eligibility*Routine Telework EligibleOrganizationFAFNumber of Days Onsite1-2 days per WeekHoursFull-Time, up to 40 hoursAdditional InformationThis position can be telework the majority of the time; but 1-2 days a week onsite at the HQ office in Portland, OR is the preferred practice.Overtime5% anticipatedOn-CallNoTravelUp to 5% local travel for meetingsFN StatusNOT open to Foreign NationalsInvestigation TypeSF-86, Questionnaire for National Security Positions: Candidate must be able to pass this background investigation in order to qualify for and/or retain this position.Current telework, remote work and onsite support is based on BPA's business needs and is subject to change or termination at any time.** Assignments with the "Remote Designation must reside in WA, OR, ID or MT. Case-by-case exceptions may apply only when in the best interest of BPA.OVERVIEWAssignmentThe Financial Planning and Analysis (FAF) organization is seeking a skilled Financial Analyst to play a key role in transforming financial data into actionable intelligence for the agency. This position will support FAF's analytical capabilities during a critical period of system and process evolution, including major initiatives such as the Integrated Program Review (IPR).The successful candidate will assist in the development of dashboards in Power BI, conduct financial analysis, and help prepare and maintain financial models. The key impact of this role will be to support BPA's strategic objective of maintaining cost management discipline. This will be achieved by providing accurate, efficient, and effective analytical support for BPA's key financial funding processes. Under the guidance of federal staff, this individual will provide subject matter expertise to support complex projects and validate data integrity across the organization, directly contributing to BPA's mission through sound financial stewardship.OrganizationThe Financial Planning and Analysis (FAF) team is a small, tight-knit group that plays a central role in guiding BPA's strategic financial direction. The team is responsible for preparing both short-term and long-term financial forecasts, tracking results against budgets, and translating complex data into clear, forward-looking insights for agency leadership.The FAF team operates in a collaborative and focused environment, working directly with decision-makers to support key funding decisions, including cost controls and investments. A contract worker in this role will gain significant experience by building models to evaluate and recommend financial outcomes, designing reports that highlight key performance indicators, and preparing clear summaries for executive reviews. The position is a key contributor to supporting BPA's high-level strategic objectives, working alongside a team dedicated to providing a credible and insightful financial narrative for the entire agency.ASSIGNMENT RESPONSIBILITIESNote: All official drafts, documents and recommendations, as listed below, must be reviewed, finalized and approved / accepted by appropriate BPA manager or other federal personnel with the authority to do so.Under the guidance of the BPA Manager or a lead federal analyst, perform the following:Budgeting, Forecasting, and Analysis:Actively support the annual budget and quarterly forecasting cycles by preparing templates, consolidating inputs, and analyzing financial data submitted by business partners.Conduct detailed variance analysis (e.g., Budget vs. Actual, Forecast vs. Actual) and collaborate with managers to develop insightful commentary on financial performance.Develop and maintain financial models in Microsoft Excel and other systems to support forecasting, long-range planning, and strategic business decisions.Management Reporting & Business Partnership:Develop, maintain, and enhance interactive dashboards and reports in Power BI to track Key Performance Indicators (KPIs) and support critical agency processes like the Integrated Program Review (IPR).Assist in the preparation of monthly and quarterly financial reporting packages and presentations for review by BPA leadership.Serve as a financial point of contact for assigned business units, providing ad-hoc analysis and decision support to help them achieve their financial and operational objectives.Data Management & Process Improvement:Perform data extraction, transformation, and loading (ETL) to enable timely and accurate data for analysis and reporting.Assist in establishing and enforcing quality control (QC) procedures to validate the accuracy and reliability of key financial datasets.Identify opportunities to improve the efficiency and effectiveness of financial planning and reporting processes.REQUIREMENTSEducation & Corresponding Experience (required on matrix)A bachelor's degree in finance or a closely-related field is preferred.5 years of progressively responsible experience in financial analysis, data analysis, or business intelligence is required.Experience should include proficiency in developing reports, performing financial modeling, and working with business partners.Required Technical Skills & Experience (required on matrix)3+ years of demonstrated experience developing dashboards and reports using Power BI, including working knowledge of DAX and data modeling.3+ years of experience performing data extraction, transformation, and loading (ETL) from enterprise systems, including writing and interpreting SQL queries.3+ years of experience developing and maintaining financial models in Microsoft Excel and conducting quantitative analysis to support budgeting and forecasting.Preferred Skills & Experience (optional on matrix)Experience in government, utility, or finance organization.Experience with Oracle EPM (Enterprise Performance Management) Financial Planning software and PeopleSoft Financials.Familiarity with federal government or utility industry accounting, budgeting, and financial management practices.Experience working within an Agile or project management framework to Track and deliver analytical projects.Additional Requirements (not required on matrix)Valid U.S. Driver's License is required.AppendicesThe following appendices apply to this assignment and may be downloaded from the Fieldglass Reference Library:Offsite WorkTraining Expectations (Worker is expected to keep current on the latest technologies and skills required for the assignment.)Training TypeDetailsProvided byBPA Systems Onboarding10 hoursBPAMandatory Quarterly Trainings4-6 Hours Quarterly (virtual)BPAAttendance at all conferences, workshops, training, etc. must be pre-approved by SLMO. Requests will be reviewed on a case-by-case basis. Approval is subject to the most current guidance provided to SLMO by BPA or DOE and is subject to change at any time. SLMO reserves the right to negotiate attendance on billable/non-billable hours and reimbursement of travel costs with the supplier. Reimbursable travel costs must adhere to the Federal Travel Regulations and be submitted via an expense sheet in Fieldglass.CLOSELY ASSOCIATED RESPONSIBILITIES & REQUIRED ASSOCIATED MITIGATION MEASURESThe following is a list of potential inherently governmental risk areas and the measures that SLMO-Compliance has determined must be in place, via processes and procedures, to mitigate the associated risks. The BPA manager's acceptance of the API or CWSD serves as their attestation that all applicable mitigation measures listed below are or will be established and adhered to in their organization.Area of potential Closely Associated / Inherently Government functionMitigation MeasuresAccess to Confidential / Sensitive InformationCFTE must sign NDA (Non-Disclosure Agreements) at beginning of assignments. (Does not apply to Craft assignments)CFTE must complete annual Information Security and Privacy Awareness training.CFTE must complete and pass background investigations of an appropriate level.Acquisition Planning / Source SelectionCFTE are not permitted to serve as "voting members for acquisition selections.All purchasing decisions must be made by appropriate federal personnel (Contracting Officers).All acquisition documents (requirements, SOW's, evaluation criteria, etc.) must be reviewed, finalized and approved by appropriate BPA federal personnel.Only Contracting Officers are authorized to obligate BPA funds.Agency / Org PlanningAll drafts, documents, materials and recommendations must be reviewed, finalized and approved by appropriate BPA federal personnel.Budget / Finance PrepOnly Federal Employees may determine budget priorities & allocations.BFTE must control and finalize / approve all budgets and related documentation, including that for projects, programs and Organizations.Contract ManagementAll Contractual documents, including invoices must be finalized / approved by appropriate Federal personnel.All contract-related decisions (modifications, changes, performance) must be determined by appropriate federal personnel (COs).Decision MakingCFTE may provide input and recommendations to decision-makers.Only appropriate federal personnel may make decisions which obligate BPA resources or to a specific course of action.Direction & Control (directing BFTE)CFTE are not permitted to direct the actions of federal employees (BFTE) or have any control or input into their performance.Work of BFTE must be assigned by federal manager, supervisor, Program / Resource manager or another appropriate designee.Disposing Govt. PropertyAll decisions regarding the disposal of BPA property must be made by appropriate federal personnel; and all property dispositions must be directed and controlled by the Investment Recovery Center (IRC).Dissemination of Agency/Policy Information / TrainingAll training and any information that is to be disseminated must be either 1) per established policy, process, procedure, or practice; or, 2) reviewed, finalized and approved by appropriate BPA federal personnel.Inspection / IT TestingProcesses and procedures must ensure Federal personnel review inspection findings and CFTE recommendations before acceptance or rejection of material(s) / item(s).HR SupportCFTE may assist with HR functions per established procedures, processes and guidelines (e.g., timekeeping).All work products must be reviewed and finalized by appropriate federal employees.Policy DevelopmentBPA's process for Policy development includes multiple levels of federal review prior to acceptance / adoption.Interpretation of Policy/RegulationsOnly BPA federal employees may determine the applicability and interpretation of regulations.CFTE are not permitted to "interpret regulations for or on behalf of BPA. Regulations are interpreted by federal personnel and communicated via standards, guides, policies and processes.Representing BPAContract workers are required to identify themselves and their employer in signature blocks, in introductions and have a nameplate outside their cubicle.CFTE must receive written VP approval to represent BPA at outside events, such as workshops, seminars or conferences.Page 4 of 4 F_0121_API_TEMPLATE_012026