Sr. Financial & Budget Analyst

This position is responsible for coordinating, conducting, and documenting financial analysis projects that influences the strategic direction of the Port. The Sr. Financial & Budget Analyst provides business leaders and executive management with the information necessary to make informed business and strategic decisions by providing high-level, complex financial analysis, and recommendations on individual business opportunities and on longer-term strategic alternatives. 

Leads the development and delivery of the annual operating and capital budgets for the Port, which will require becoming an expert on the budget system, assisting in the creation of the budget, and helping develop the budget documentation and budget presentations. This position offers the ability to gain a deep knowledge of the financial drivers and operations of the Port. This position will work closely with Northwest Seaport Alliance budget staff in the management of the NWSA and POT budget processes.

Primary Functions

• Coordinates with Planning, Engineering, and the Commercial Team to gather costs, volumes & customer negotiation points in order to develop & maintain complex financial models for the negotiation of long-term leases. Assists in negotiations, analyze alternative business strategies, briefs staff on financial ramifications of lease negotiations, and reports on outcomes.
• Manages the POT budget processes with NWSA budget staff, including updating the budget tool database with business rules, cost and revenue drivers, and staffing plans. Provides data, schedules, and reports to support the annual budget process. Lead in the development of the budget document and presentations.
• Coordinates efforts with the Northwest Seaport Alliance team. Maintains ongoing communication with the NWSA finance team to ensure information is shared and financial issues are identified in a timely manner.
• Researches financing, leasing, and pricing at other ports and stevedoring companies to provide benchmarks that support management decision-making. Prepares reports, financial analysis and financial process support for Lines of Business and other departments as required.
• Develops expertise in the POT assets assigned to the alliance, including knowledge of revenue and operating expense sources; departmental costs; allocations; and capital investment needs.
• Supports POT treasury operations as a POT deputy treasurer. Includes helping to manage cash position and other treasury functions.

Required Education and Experience

• Bachelor’s degree in business administration with an emphasis in finance, accounting, economics, or related area is required. An additional four (4) years of relevant experience may substitute for a bachelor’s degree. A Master of Business Administration with a finance emphasis is highly desirable. 
• Six (6) years of experience performing financial analysis, reviewing business performance, and communicating financial information is required. Strong systems acumen and significant experience with Microsoft Office and Microsoft SQL-based budget software such as Prophix or other budgeting software experience required.

Additional Requirements

Individuals must have excellent analytical skills and the ability to work with minimal supervision. This position will coordinate the efforts of many people in a dynamic environment and requires the ability to clearly articulate the objectives and strategies of the Lines of Business and departments, as well as the ability to influence leaders. Must have the ability to address and solve complicated financial issues through Net Present Value analysis, articulate model results and provide financial recommendations. 

Experience developing revenue, operating expenses, and departmental budgets are also required. The successful candidate will possess the ability to be part of a team and show leadership when required. Must be flexible and able to handle changing priorities within multiple situations. Expert skills in the use of Microsoft Excel, including functions, formulas, and pivot table skills, and proficiency in the use of Microsoft Word and PowerPoint are required. Strong organizational, as well as written and verbal communication skills, are required. 

This individual must demonstrate a caring customer service attitude, a strong commitment to operational excellence, and dedication to the organization’s core values. The Port/NWSA seek candidates who will embrace and model these values both internally and externally, and who understand what it means to carry out these values in their everyday work. We value individuals who also bring an impeccable work ethic, honesty, and integrity, and who consistently exhibit enthusiasm, energy, and a drive to succeed.

The Port of Tacoma has implemented a mandatory COVID-19 vaccination policy to safeguard the health of Port employees, their families, and the public we serve, as well as to meet the requirements of Executive Order 14042, which requires federal contractors like the Port to adopt and enforce a mandatory vaccination policy. Effective 12/8/2021 the federal mandate and Port policy have been suspended due to a federal court injunction until further notice.

In accordance with the Immigration Control and Reform Act of 1986, all persons offered employment must provide acceptable proof of identity and authorization to work in the United States. A proof will be required prior to employment.

The successful candidate must possess (or obtain within 30 days of employment) a valid driver's license. Candidate must be able to successfully complete a post-offer substance abuse test (includes both drug and alcohol) and background investigation. The candidate must also be able to obtain/maintain a Transportation Worker Identification Credential (TWIC), which is a program managed by the Department of Homeland Security (DHS).

THE PORT OF TACOMA IS AN EQUAL OPPORTUNITY EMPLOYER COMMITTED 

TO PROMOTE AND ENCOURAGE DIVERSITY IN THE WORKPLACE.