Financial Readiness Analyst (Human Resources Analyst III)

Financial Readiness Analyst (Human Resources Analyst III)

Salary

$109,844.80 - $155,521.60 Annually

Location

Portland Building, 1120 SW 5th Ave, OR

Job Type

Regular

Job Number

2026-00475

Bureau

Bureau of Human Resources

Opening Date

06/15/2026

Closing Date

6/29/2026 11:59 PM Pacific

• Description
• Benefits
• Questions

The Position

About the position

Job Appointment: Full time, Regular

Work Schedule: Monday - Friday, 8:00 am -5:00 pm. An alternate schedule may be available.

Work Location: Hybrid. In person work will report to the Portland Building, 1120 SW 5th Ave, Portland, OR 97204. Remote work must be performed within Oregon or Washington. For more information, click here.

Benefits: Please check our benefits tab for an overview of benefit for this position

Language Pay Premium Eligible: This position may be eligible for Language Pay Differential for qualifying employees.

Union Representation: This position is not represented.

Application Material: Please click APPLY to submit your application via the City of Portland's online portal. You will need respond to the supplemental questions and attach a résumé.Note: Do not include your age, date of birth, or the dates you attended or graduated from school. Only provide this information if it is specifically requested to meet job requirements or to follow federal, state, or local laws or rules.

Position Summary

The Financial Readiness Analyst develops, implements, and manages programs dedicated to measuring and improving how financially prepared individuals are for major life goals, with a focus on enhancing the financial literacy and security of employees. This position is the primary lead for crucial programs including deferred compensation 457b salary deferral plans and supports other financial readiness programs including but not limited to, flexible spending accounts, life insurance and disability. The position's core purpose is to alleviate financial stress, supplement existing retirement benefits for City employees, and integrate financial well-being as a key component of our workforce's overall health.

As a Financial Readiness Analyst you will:

• Lead operations and support staff: Manage the citys Deferred Compensation Program and other Financial Readiness Programs, lead the work of contracted vendors, and provide guidance to Benefits staff supporting these programs.

• Manage plan operations: Coordinate with City Operations, Human Resources Payroll Operations, Enterprise Business Solutions, and vendors to ensure correct contribution processing and posting of funds.

• Ensure compliance: Review and make determinations of complex transactions like 3-year catch-ups, death claims, and contribution limits while configuring and auditing systems to ensure federal, state and City rules are applied appropriately.

• Drive financial health: Assess and study employee financial health, create and recommend new or improved programs to address gaps, implement new initiatives, develop and facilitate trainings with the goal of supporting and advancing employees' financial goals.

• Support committees: Provide subject matter expertise to Deferred Compensation Committee, provide budget reports, and fund performance data.

• Manage Contract and Budget: Full vendor contract lifecycle, develop requests for proposals, manage vendor agreements, and prepare program budgets while overseeing the accurate processing of all invoices and reimbursements.

Virtual Zoom Meet & Greet Opportunity

Come meet the hiring manager and the senior recruiter! Well be talking about the position duties and responsibilities, day to day life in the role, review the announcement, discuss how to apply, and answer questions you may have about the position.

Wednesday, June 24, 2026 at 12:00pm Pacific Time (US and Canada)

Zoom Meeting Link: https://us06web.zoom.us/j/89735350295.

• Please note: AI Notetaking apps will not be allowed into virtual sessions hosted by the Bureau of Human Resources Recruitment Team. If you need accommodations as defined by the American Disabilities Act, then please contact the Recruiter for assistance.

Have a question?

Contact Information:

Loan Tran Polanco, Recruiter

Bureau of Human Resources

Loan.Tran@portlandoregon.gov

To Qualify

The following minimum qualifications are required for this position:

• Knowledge and experience applying, interpreting, explaining and administering federal and state laws, regulations, court decisions, ordinances, and policies applicable to 457(b), 401(k), 403(b) or other Deferred Compensation Plans and other related programs including but not limited to Employer-Sponsored Benefit Plans.
• Experience analyzing financial and operational data, monitoring budgets, managing requests for proposals and vendor contracts, and developing projections and recommendations.
• Experience identifying institutional or systemic gaps in program offerings, evaluating and improving systems, processes, and procedures to support retirement, deferred compensation, benefits, or related programs.
• Ability and experience preparing clear, consistent and comprehensive reports, correspondence and other documents appropriate to the audience.
• Ability and experience creating clear educational materials, presentations and learning tools that explain complex topics to a variety of diverse audiences in a way that builds rapport and understanding.
• Ability to work effectively and collaboratively with key internal and external stakeholders, plan participants, and beneficiaries with tact.

The Recruitment Process

STEP 1: Apply online between June 15, 2026 - June 29, 2026

Required Application Materials:

• Résumé

• Note: Do not include your age, date of birth, or the dates you attended or graduated from school. Only provide this information if it is specifically requested to meet job requirements or to follow federal, state, or local laws or rules.

• Answer to the Supplemental Questions (click on the Questions tab to preview the questions)

Optional Application Materials:

• Veteran's Preference documents (e.g., DD214-Member 4, VA Benefit Letter) must be submitted by the closing date.
• Effective January 1, 2026, the State of Oregon law ORS 408.225 - 408.238 is amended to expand eligibility for Veterans' Preference to current and former Oregon National Guard service members. If applicants are existing state or former Oregon National Guard servicemembers, they are encouraged to attach appropriate documentation to their future recruitment applications.
• Update: As of March 3, 2025, if you have already submitted veteran documents and qualified for preference, you do not need to resubmit them for future recruitments.
• To update or remove veteran preference for this recruitment or from your profile, contact the recruiter listed in the job announcement.

Application Tips:

• Your responses to the supplemental questions should include details describing your education, training and/or experience, and where obtained, which clearly reflects your qualifications for each of the numbered items in the "To Qualify" section of this announcement.
• Your résumé should support the details described in your responses to the supplemental questions.
• How We Determine Pay: The City of Portland is covered by the Oregon Equal Pay Act. Your salary is determined based on the experience listed in your resume that is directly related and equivalent to the position for which you are applying. It is strongly encouraged to include any transferable experience (paid or unpaid regardless of how recent) to ensure your offer is reflective of all your relevant experience.
• Do not attach any additional documents. Do not attach a cover letter, it will not be reviewed.
• All applications must be submitted via the Citys online application process by the closing date and time.
• E-mailed and/or faxed applications will not be accepted.
• You can use AI tools to assist with your job application, but please make sure to personalize your responses to supplemental questions. Avoid copying and pasting. We encourage using AI to generate ideas and then tailor them to reflect your own experiences and skills.

Step 2: Minimum Qualification Evaluation: Week of June 29, 2026

• An evaluation of each applicants training and paid and unpaid experience, as demonstrated in their résumé and supplemental questions, weighted 100%.
• Your résumé and responses to the supplemental questions will be the basis for our evaluation of your qualifications for this position. Incomplete or inappropriate information may result in disqualification.
• You have 14 days from the notice of the minimum qualification evaluation results to let us know if you would like to review and discuss your evaluation result. Please read the City of Portland Administrative Rule 3.01 for complete information.
• Additional evaluation may be required prior to establishment of the eligible list and/or final selection.

Step 3: Establishment of Eligible List: Week of July 06, 2026

• Candidates who meet the minimum qualifications will be placed on the equally ranked eligible list.

Step 4: Selection (Interview): July 2026

• Hiring bureau will review and select candidates for an interview

Step 5: Offer of Employment: July/August 2026

• Some positions will require those offered employment to complete and sign a criminal background statement before being considered for employment.

Step 6: Start Date: TBD

• A start date will be determined after all conditions of employment have been met.
• Timeline is approximate and subject to change.

Additional Information

Click here for additional information regarding the following:

• City of Portland Core Values
• Recruitment Process - Work Status
• Equal Employment Opportunity
• Veteran Preference
• ADA, Pregnancy, and Religious Accommodations

An Equal Opportunity Employer

A Career with the City of Portland offers many Employee Benefits

We offer a comprehensive benefits package, including but not limited to

• Health Care (Medical, Vision and Dental)
• Carrot Fertility
• Wellness Benefits
• Life Insurance
• Long-term disability coverage to eligible employees and their families.
• Employee Assistance Plan
• Flexible Spending Accounts
• Retirement
• Oregon Public Employees Retirement System (PERS), including contributions to the PERS IAP plan paid by employer
• Family Medical Leave
• City Paid Parental Leave

AND SO MANY MORE!

Benefits may vary depending on bargaining unit and employment status. Click here to review the many different benefits the City of Portland offers.

01

Thank you for considering joining the City of Portland. We sincerely value your time and hope to make your application experience as positive as possible.

The following supplemental questions are an important step in the examination and selection process to assist us in determining if you possess the knowledge, skills, and abilities to succeed in the posted vacancy.

A lack of a complete and thorough response to each of the supplemental questions in the space provided may result in disqualification from the examination. In addition, the selections you make and responses you provide in the questionnaire must accurately reflect what is documented in your resume.

Have you read and understood the information listed above?

• Yes
• No - If you have any questions, please contact the recruiter on the announcement.

02

Where did you first learn about this job opportunity? (If on a website or job board, please specify which one)

03

The City of Portland sometimes gets requests for public records. Please choose the response that best fits your preference:

(Your choice will not affect your application process.)

• I want my application to stay private. I understand that the City of Portland will keep my information confidential unless required to share it by law.
• I allow my application to be shared. I understand that by choosing this option, my information is no longer private.

04

Do you have knowledge and experience knowledge and experience applying, interpreting, explaining and administering federal and state laws, regulations, court decisions, ordinances, and policies applicable to 457(b), 401(k), 403(b) or other Deferred Compensation Plans and other related programs including but not limited to Employer-Sponsored Benefit Plan?

• Yes
• No

05

Provide a detailed example(s) of your knowledge and experience applying, interpreting, explaining and administering federal and state laws, regulations, court decisions, ordinances, and policies applicable to 457(b), 401(k), 403(b) or other Deferred Compensation Plans and other related programs including but not limited to Employer-Sponsored Benefit Plan.

In your response, include details that clearly reflect how you meet this minimum qualification. Such as:

• Examples of when you used the knowledge skill or ability.
• Role you served in (professional, internship, volunteer).
• Skills, training, transferable skills or lived experience you have that will help you in this area.
• Total years of experience applying the knowledge, skill, or ability.

06

Do you have experience analyzing financial and operational data, monitoring budgets, managing requests for proposals and vendor contracts, and developing projections and recommendations?

• Yes
• No

07

Provide a detailed example(s) of your experience analyzing financial and operational data, monitoring budgets, managing requests for proposals and vendor contracts, and developing projections and recommendations.

In your response, include details that clearly reflect how you meet this minimum qualification. Such as:

• Examples of when you used the knowledge skill or ability.
• Role you served in (professional, internship, volunteer).
• Skills, training, transferable skills or lived experience you have that will help you in this area.
• Total years of experience applying the knowledge, skill, or ability.

08

Do you have experience identifying institutional or systemic gaps in program offerings, evaluating and improving systems, processes, and procedures to support retirement, deferred compensation, benefits, or related programs?

• Yes
• No

09

Provide a detailed example(s) of your experience identifying institutional or systemic gaps in program offerings, evaluating and improving systems, processes, and procedures to support retirement, deferred compensation, benefits, or related programs.

In your response, include details that clearly reflect how you meet this minimum qualification. Such as:

• Examples of when you used the knowledge skill or ability.
• Role you served in (professional, internship, volunteer).
• Skills, training, transferable skills or lived experience you have that will help you in this area.
• Total years of experience applying the knowledge, skill, or ability.

10

Do you have the ability and experience preparing clear, consistent and comprehensive reports, correspondence and other documents appropriate to the audience?

• Yes
• No

11

Provide a detailed example(s) of your ability and experience preparing clear, consistent and comprehensive reports, correspondence and other documents appropriate to the audience.

In your response, include details that clearly reflect how you meet this minimum qualification. Such as:

• Examples of when you used the knowledge skill or ability.
• Role you served in (professional, internship, volunteer).
• Skills, training, transferable skills or lived experience you have that will help you in this area.
• Total years of experience applying the knowledge, skill, or ability.

12

Do you have the ability and experience creating clear educational materials, presentations and learning tools that explain complex topics to a variety of diverse audiences in a way that builds rapport and understanding?

• Yes
• No

13

Provide a detailed example(s) of your ability and experience creating clear educational materials, presentations and learning tools that explain complex topics to a variety of diverse audiences in a way that builds rapport and understanding.

In your response, include details that clearly reflect how you meet this minimum qualification. Such as:

• Examples of when you used the knowledge skill or ability.
• Role you served in (professional, internship, volunteer).
• Skills, training, transferable skills or lived experience you have that will help you in this area.
• Total years of experience applying the knowledge, skill, or ability.

14

Do you have the ability to work effectively and collaboratively with key internal and external stakeholders, plan participants, and beneficiaries with tact?

• Yes
• No

15

Provide a detailed example(s) of your ability to work effectively and collaboratively with key internal and external stakeholders, plan participants, and beneficiaries with tact.

In your response, include details that clearly reflect how you meet this minimum qualification. Such as:

• Examples of when you used the knowledge skill or ability.
• Role you served in (professional, internship, volunteer).
• Skills, training, transferable skills or lived experience you have that will help you in this area.
• Total years of experience applying the knowledge, skill, or ability.

Required Question

Employer City of Portland

Address 1120 SW 5th Ave, Room 987

Portland, Oregon, 97204

Website http://www.portlandoregon.gov/jobs