PORT BUDGET COORDINATOR

Job Description

*** All completed applications for this position must be submitted online no later than 5:00 pm, on the closing date of the recruitment. PAPER APPLICATIONS WILL NOT BE ACCEPTED . Please follow all submission instructions to ensure your application is complete. Resumes will not be accepted in lieu of online applications, therefore, it is important for online applications to be completed fully. Late applications will not be accepted beyond the closing time and date for any reason, including any technical issues, such as system, browser, or computer failures, etc. ***

The Port is currently recruiting for the position of Port Budget Coordinator. Under general direction, the Port Budget Coordinator performs and coordinates analysis and support for Executive and Senior Management regarding decision and policy making issues related to the preparation and management of the Port’s operating and capital budgets and other financial matters.

Examples of Duties

Any one position may not include all the duties listed, nor do the examples cover all the duties which may be performed. Incumbent may perform other related duties at the equivalent level.

• Assists the Manager, Financial Planning in the coordination, development and preparation of the Port’s annual operating, capital and capital improvement budgets; develops and maintains worksheets; develops budget guidelines to assist departments in the preparation of the operating budgets; coordinates, verifies and analyzes revenue and expense budgets; acts as liaison with and provides related support to other departments; designs automated support programs.
• May exercise technical supervision over support staff.
• Monitors and analyzes variances between historical, proposed, and approved budgets, and actual and forecasted expenditures/revenues.
• Performs various studies, as needed, which may involve analyses of financial information, accounting records, statistics and systems; gathers information relating to tenant and customer assets, liabilities and insurance.
• Monitors and analyzes funding sources for capital projects, including federal and state grants, Port revenues, Port bonds and third party monies.
• Performs financial analysis of adequacy of funding sources, business risk and financial return and makes recommendations regarding the inclusion of proposed capital projects on the capital improvement program.
• Prepares financial reports and impact studies; performs financial analysis and makes recommendations; prepares cash flow statements and schedules; prepares and maintains income statements.
• Assists in the preparation of official statements and other disclosure information and financial feasibility studies by coordinating and soliciting pertinent information from various sources.
• Prepares presentations of the annual budget and related financial matters to the Port’s Board of Port Commissioners and Senior Management; conducts training and workshops for budget users on Port financial systems technology and the annual budget process.
• Reviews the accuracy and propriety of consultant invoices.
• Provides assistance to internal and external users, such as consultants, rating agencies and bond investors, regarding financial reporting and information needs.
• Performs special financial projects as directed.
• Performs other related duties at an equivalent level as assigned.

Minimum Qualifications

EDUCATION AND EXPERIENCE

This position requires a combination of education and experience reflecting possession of the required knowledge, skills, and abilities. A typical combination would include a bachelor’s degree from an accredited college or university in finance, accounting, business administration, or a related field, including course work in financial and budget analysis plus three years of increasingly responsible experience in the financial area, one of which should have been in financial and budget analysis. An equivalent combination of education and experience may be considered.

KNOWLEDGE, SKILLS AND ABILITIES

To perform the typical tasks and duties of the position successfully, the knowledge, skills and/or abilities listed below are required.

Knowledge of:

• Budgeting principles and practices.
• Concepts, principles and practices of financial planning and forecasting.
• Organizational structures and financial systems of governmental enterprise agencies.
• Personnel administration cost items and their application to budgeting.

Ability to:

• Use computer spreadsheet, database and word processing software in the development of financial models.
• Develop oral presentations pertaining to financial/budget matters.
• Communicate in oral and written format in order to produce clear, logical, and well-reasoned reports, conduct presentations, and convey recommendations.
• Conduct general and entailed analyses pertaining to budget variances, budget projections and budget development.
• Establish and maintain effective working relationships with internal and external department personnel and other contacts.
• Handle multiple complex tasks simultaneously within prescribed time limitations.
• Develop and implement goals, objectives, policies, and procedures, work standards and internal controls.
• Prepare and administer departmental budgets; negotiate and administer a variety of contracts.
• Direct the work of subordinate support staff; interpret and enforce administrative and operational polices, practices and procedures; analyze and solve problems of a complex nature.
• Analyze complex administrative and program information, evaluate alternative solutions and recommend or adopt effective courses of action.

THE SELECTION PROCESS

Stage I: Application and Supplemental Questionnaire Evaluation (Pass/Fail)- The first stage in the selection process will consist of an application and supplemental questionnaire appraisal review (pass/fail). Applications submitted without the completed supplemental questionnaire will be deemed incomplete and not given further consideration. Meeting the minimum qualifications does not guarantee advancement to the next stage. Only the most suitably qualified candidates will be invited to Stage II.

Stage II: Assessment Examination (Weighted 100%)- The second stage of the selection process may consist of a combination of job-related situational project exercises and an oral panel interview designed to assess technical knowledge and any additional other KSAs. Job-related situational project exercises may consist of written exercises, performance exercises or other situational exercises that would assess the KSAs. The Assessment Examination is designed to test your overall aptitude for the position.

Candidates must achieve a scale score of 70 or more on this examination to be placed on the eligible list for employment consideration . The Port of Oakland reserves the right to modify the selection process as necessary to conform to administrative or business necessity.

ADVISORIES

Immigration and Reform Control Act: In compliance with the Immigration and Reform Act of 1986, the Port of Oakland will only hire individuals who are legally authorized to work in the United States. Social Security card must be presented, and the name on it must match the name on the application.

Americans with Disabilities (ADA): In compliance with State and Federal Laws, the Port will employ and promote qualified individuals without regard to disability. The Port is committed to making reasonable accommodations in the selection process and in the work environment. Individuals requesting reasonable accommodations during the selection process must notify Nancy Jeu at njeu@portoakland.comwithin seven (7) calendar days of the closing date of the job announcement. The Port requires applicants to provide supporting medical documentation to substantiate a request for reasonable accommodation.

The Port of Oakland is an Equal Opportunity Employer

Additional Requirements

The Port of Oakland requires each incumbent to successfully complete a Transportation Security Administration (TSA) background check, which will include a fingerprint-based Criminal History Records Check (CHRC) and a Security Threat Assessment (STA), prior to being considered for this position. This status must be maintained for the duration of employment at the Port.

The Port of Oakland'sbenefit program ranks among the best in the region for public jurisdictions and is designed to reward performance and promote a balanced lifestyle, both at the workplace and away from the workplace, for its employees and their families. The Port is committed to the health and well-being of its employees and has been recognized as a FIT-Friendly Employer by the American Heart Association.

• The Port is part of the California Public Employees Retirement System (CalPERS). CalPERS is a defined pension provided to regular full-time employees that work for the Port. The CalPERS defined pension is based on predetermined formula that factors in an employee's earnings history, tenure of service and age. The retirement formula for new hires is 2% at 62 years of age or 2.5% at 55 for with other CalPERS service and/or reciprocity.
• The Port offers retiree medical benefits for employees and dependents after 10 years of CalPERS service (including 5 years at the Port).
• The Port pays 100% of the premium cost for employees and dependent health insurance coverage not to exceed the Kaiser-HMO Family Plan; cash in lieu of medical benefit is also available.
• The Port pays 100% of the premium cost for dental and vision coverage.
• The Port pays 100% of the premium cost for Long Term Disability (LTD) coverage and reimburses employees for the State Disability Insurance.
• The Port pays 100% of the premium cost for life insurance at one-time annual salary with certain limits.
• The Port offers aDeferred Compensation Plan allowing employees to save and invest money for retirement with tax benefits.

Time Away from Work

• From 2 to 5 weeks of vacation depending on years of employment at the Port.
• 10 days of management leave for employees exempt from the Fair Labor Standards Act (FLSA).
• 1 paid Floating Holiday per year.
• 12 days of sick leave per year after three months of employment which includes 4 days of personal leave.
• 13paid holidays as well as the second half of the shift on December 24 and December 31.

Closing Date/Time: 10/6/2025 5:00 PM Pacific

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• Port of Oakland

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