Financial Analyst 1

API_FA1_TIBF_20260821_CORA.docx


*** | SUPPLEMENTAL LABOR MANAGEMENT OFFICE


ADDITIONAL PROCUREMENT INFORMATION (API)


Title & Level


Financial Analyst 1


Work Group Location


Vancouver, WA


Specialty


N/A


Offsite Work Eligibility*


Routine Telework Eligible


Organization


TIBF


Number of Days Onsite


1-2 days per Week


Hours


Full-Time, up to 40 hours


Additional Information


Additional onsite days may be required based on training / project / workload needs or as requested


Overtime


5% anticipated

On-Call


No


Travel


Up to 5% to/from meetings

FN Status


NOT open to Foreign Nationals

* Current telework, remote work and onsite support is based on BPA's business needs and is subject to change or termination at any time.


OVERVIEW


Assignment


This contract Financial Analyst 1 assignment will provide support and assistance to the Financial Integrity & Analytics organization (TIBF), supporting the Transmission (T) Business Line for *** (BPA). This assignment will serve as a Financial Analyst for the Transmission capital and expense programs designated by the TIBF manager, Internal Operations Manager, Executive Manager or BFTE Project Manager (PM). In addition, this assignment will conduct financial analysis and forecasting of capital, expense, and reimbursable programs to validate compliance with BPA capitalization and expense policies. The Financial Analyst works with a variety of individuals and organizations across BPA, including Executives, Management, Finance, Project Managers, Account Executives, Customer Service Engineers (CSEs), and other Federal Agency Officials.


Organization


Transmission Infrastructure Asset Management Financial Integrity & Analytics (TIBF) is comprised of financial analysts and program analysts charged with supporting the capital, expense and reimbursable work plan by providing financial oversight, forecasting, analysis, asset tracking, reporting and asset unitization to project managers, program managers and management. Candidates should be self-starters, open to change and have keen attention to detail. The organization works both collaboratively and independently.


ASSIGNMENT RESPONSIBILITIES


Note: 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.


Perform financial analysis and provide recommendations based on Federal Energy Regulatory Commission (FERC), Generally Accepted Accounting Principles (GAAP) and A-123 guidelines.


Maintain/adhere to internal project analysis policies, processes (update standards, desk procedures), and procedures.


Perform work order completion analysis based on the interpretation of FERC, GAAP, internal audit, and A-123 guidelines.


With notice and approval from the applicable Project Manager (PM), place capital assets into plant in-service upon project completion, initiating the start of financial depreciation reported and monitored on BPA's balance sheet. This requires close collaboration and coordination with the PM to properly assign FERC codes to major and minor assets, and to accurately retire assets, ending depreciation.


Provide clear, presentable financial reporting data to a variety of stakeholders, such as finance, internal/external auditors, project managers, and executive management based on target dates set for monthly and yearly financial closing activities.


Research, identify, track, and process monthly accruals, reversals, and re-accruals for Transmission following accounting guidelines.


Recommend appropriate financial action, based on defined Office of Management Budget (OMB) A-123 policies, financial rules, regulations, policies, and procedures.


Perform monthly analysis of past and present financial expenditures to estimate and support financial forecasts, and other ad hoc analysis as requested.


Evaluate and analyze program costs, identify errors, and recommend appropriate corrective action, monitor until corrections have been completed. Alert the BPA manager of any errors or obstacles encountered.


Work closely with Project/Program Manager(s) responsible for capital and expense programs by researching, forecasting, analyzing, extracting, tracking, reviewing, completing, and consolidating costs vs. estimates for major projects.


Conduct data analysis and reporting for one or more of the following End of Year and Start of Year Reporting, Quarterly Business Review, Integrated Program Review, Lease Finance Program, Finance Committee Executive Management, Finance, Management Assertion, Target Tracking, Capital Investment Acquisition. (Note: Accuracy and quality of data and reporting produced is of high importance as it is used by decision makers for budget priorities and finalization.)


Conduct ongoing financial training to update Project Managers and/or Performance Managers regarding process workflow, methodologies, and technologies related to agency and Transmission financial responsibilities.


Identify gaps and process improvements for various financial activities and subjects.


Create spreadsheets, graphs, and PowerPoint presentations used to illustrate financial data when requested.


Maintain repository of financial records. Mark documents and maintain filing system(s), files, emails, and records in accordance with compliance requirements. Share and disperse documents only to appropriate personnel (those with a Lawful Government Purpose (LGP) to know). Mark and maintain all official records in accordance with the Information Security (INFOSEC) and Information Governance & Lifecycle Management (IGLM) standards and procedures. Validate official records are accurately maintained for auditing purposes.


REQUIREMENTS


Education & Corresponding Experience (required on matrix)


Bachelor of Science Degree in Finance, Economics, Statistics, Accounting, Business Mathematics or a closely related technical field is preferred.


6 months of direct work experience in a financial analysis capacity, including all aspects of project support/analysis is required


Required Technical Skills & Experience (required on matrix)


6 months of experience in the following:


Financial forecasting


Working knowledge of automated data systems (i.e., ERPs like PeopleSoft and Asset Suite).


Running queries, generating reports to support management, troubleshooting, and resolving issues in an automated environment.


Researching data anomalies, evaluating information gathered (sometimes from multiple sources), and reconciling data conflicts.


Preferred Skills & Experience (optional on matrix)


Excellent verbal and written skills sufficient to provide ongoing training and updates to managers, stakeholders, and other customers


Additional Requirements (not required on matrix)

Valid U.S. Driver's License is required.


Appendices


The following appendices apply to this assignment and may be downloaded from the Fieldglass Reference Library:

Offsite Work


Training Expectations (Worker is expected to keep current on the latest technologies and skills required for the assignment.)


Training Type


Details


Provided by

Asset Suite

BPA

Cascade

BPA

Peoplesoft

BPA

Transmission Project Forecasting (TPF)

BPA


Attendance 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 MEASURES


The 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 function


Mitigation Measures


Access to Confidential / Sensitive Information


CFTE 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 Selection


CFTE 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 Planning


All drafts, documents, materials and recommendations must be reviewed, finalized and approved by appropriate BPA federal personnel.


Budget / Finance Prep


Only 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 Management


All 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 Making


CFTE 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. Property


All 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 / Training


All 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 Testing


Processes and procedures must ensure Federal personnel review inspection findings and CFTE recommendations before acceptance or rejection of material(s) / item(s).


HR Support


CFTE 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 Development


BPA's process for Policy development includes multiple levels of federal review prior to acceptance / adoption.


Interpretation of Policy/Regulations


Only 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 BPA


Contract 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_030626
CFTE NON-CRAFT HIRING SAFETY TRAINING MATRIX

CONTRACT FULL TIME EQUIVALENT (CFTE)


NON-CRAFT HIRING SAFETY TRAINING MATRIX

Purpose:


The Contract Full Time Equivalent (CFTE) Hiring Safety Training Matrix is a hazard assessment for CFTE personnel routine tasks. It is intended to set a common understanding on training requirements between the CFTE personnel and the *** (BPA) managers/supervisors. BPA Requesting Managers should complete this form and coordinate with BPA Supplemental Labor Office during the procurement process to ensure the CFTE position includes a list of required trainings associated with identified tasks, conditions, and exposures. Each task, condition, and exposure indicate which training courses are required, who shall provide those trainings, and when those trainings shall occur.


This form is intended only as a reference document for contractors.


BPA Requesting Manager


(Last, First MI)


Knight, Ellyn A


Date


03/23/26


CFTE Job Title


Financial Analyst 1


Org


TIBF


PPE provided by Supplier or Contractor?


☐ Yes ☒ No


If yes, list required PPE: Click or tap here to enter text.

Identify which Supplier or Contractor medical surveillance programs are required, if any*


☐ Respirator User


☐ Asbestos


☐ Lead


☐ Silica


☐ Hearing Conservation


☐ Other: Click or tap here to enter text.


☒ No Medical Surveillance


*BPA Requesting Managers may use equivalent Job Title Position Hazard Assessments or project Job Hazard Analyses as indicators for which medical surveillance programs may be required. Direct any questions regarding medical surveillance program requirements to the BPA Industrial Hygienist, ***, or ***.


Instructions for BPA Requesting Manager: This template has been pre-populated with tasks and hazards generally associated with CFTE non-craft positions. BPA Requesting Managers must review this document during the CFTE procurement process. The BPA Requesting Manager will:


Select the checkbox next to each task/condition/exposure that may be encountered during the normal course of the assignment.


Identify if the mitigation for applicable tasks/conditions/exposures will be provided by BPA or the Contractor (supplier).


Indicate when the mitigation must occur (pre-hire, post-hire, pre-task).


Pre-Hire Training should be completed prior to the CFTE starting their assignment.


Post-Hire training should be completed prior to exposure to a hazardous environment and/or conducting work at a BPA worksite.


Pre-Task Training should be completed prior to conducting the associated task.


Once complete, the BPA Requesting Manager will send the completed document to the Supplemental Labor Management Office.


The listed tasks, conditions, and exposures are not all inclusive. New processes, unusual tasks, or equipment may trigger the need for specialized training. Consult with your local Safety Manager or BPA Safety Training Manager for guidance.


BPA provided safety training will be the same training provided to Federal Workers.


For the "General Comments" section, BPA Requesting Managers can list anything that was not already covered and provide clarification to the BPA COR to better understand the CFTE position. It may include tasks, conditions, and/or exposures that are unique to a particular position, work site, or person.


For more information on the PHA process/requirement, reference the Safety and Occupational Health Manual, Safety Management Systems Chapter.


Direct any questions regarding training requirements or issues related to this form to the BPA Safety Training Manager, ***, or ***.


Office & Remote Work/Telework Hazards


Task / Condition / Exposure


Required Training


Contractor (C) or BPA (B) Provided


Pre-Hire Training


Post-Hire Training


Pre-Task Training


☒


Exposed to a fire in the building


BPA manager will advise of evacuation protocol and designated gathering location. Annual fire drills will be conducted.


B


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Exposed to an earthquake while in the building


BPA manager will advise of evacuation protocol and designated gathering location.


B


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Operating office tools (paper cutter, paper punch, staplers, etc.)

None Identified


B


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Task / Condition / Exposure


Required Training


Contractor (C) or BPA (B) Provided


Pre-Hire Training


Post-Hire Training


Pre-Task Training


☒


Performing tasks that may result in repetitive motion injuries, prolonged sitting and computer use


☐ Optional: SUFS Move Safe (HRMIS 016633)


B


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Ergonomics


Recognize the hazards and know when it is appropriate to stretch and take breaks; ensure a proper desk, chair, and equipment adjusted at the appropriate level; ensure proper lighting. Any ergonomic assessment to be provided by the supplier.


C


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Performing tasks that may result in slips, trips or falls such as carrying boxes and walking on stairs or slick surfaces


☐ Review SOHM Chapter 9


B


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☐ Optional: Slips, Trips & Falls Training (HRMIS 015076)


B


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Adding electronic devices that were not previously part of the home (monitors, chargers, computing equipment, etc.)


None Identified. On-the-job familiarization (if using BPA-issued equipment).


B


☐


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☐


Travel / Field Operation Hazards


Task / Condition / Exposure


Required Training


Contractor (C) or BPA (B) Provided


Pre-Hire Training


Post-Hire Training


Pre-Task Training


☐


Driving vehicles on public and/or non-public roads


☐ Review SOHM Chapter 19


Choose an item.


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☐ Defensive/Distracted Driving (HRMIS 017057)


Choose an item.


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Worker operates forklifts


Forklift Certification


Choose an item.


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Worker operates a fire extinguisher


Fire Extinguisher Use


Choose an item.


☐


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Worker operates hand tools


None Identified


Choose an item.


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Worker uses personal protective equipment


Personal Protective Equipment


Choose an item.


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Worker may be exposed to shock and arc-flash hazard


☐ Shock & Arc Flash Awareness


Choose an item.


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☐ Shock & Arc Flash Basic


Choose an item.


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☐ Shock & Arc Flash Advanced / Refresher


Choose an item.


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Worker may contact but will not disturb Asbestos Containing Material (ACM) or Potentially Asbestos Containing Material (PACM) 2


Asbestos Awareness


Choose an item.


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Worker required to work in remote areas where bear encounters may take place


Bear Pepper Spray Training


Choose an item.


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Worker exposed to rodent and bird droppings1


Biological/Vermin/Hanta Virus


Choose an item.


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Worker exposed to hot and/or cold environments

None Identified


Choose an item.


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Task / Condition / Exposure


Required Training


Contractor (C) or BPA (B) Provided


Pre-Hire Training


Post-Hire Training


Pre-Task Training


☐


Worker exposed to chemicals, such as herbicides or pesticides;


☐ Herbicide Cert. Ref. 4-hr


Choose an item.


☐


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☐ Herb Certification 8-hr


Choose an item.


☐


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☐ Hazardous Communication


Choose an item.


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Worker exposed to lead2


☐ Lead - Awareness


Choose an item.


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☐ Lead Worker Training


Choose an item.


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Worker exposed to mercury


None Identified


Choose an item.


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Worker exposed to noise2


☐ Hearing Conservation (Initial)


☐ Hearing Conservation (Annual)


Choose an item.


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Worker exposed to silica2


Silica - Awareness


Choose an item.


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Worker works at heights higher than 4'


☐ Fall Protection, Awareness


Choose an item.


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☐ Fall Protection, General


Choose an item.


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☐ Fall Protection, Advanced


Choose an item.


☐


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☐ Ladder Safety


Choose an item.


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☐ Fall Protection, Advanced (TLM)


Choose an item.


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Worker is required to take first aid and may be called on to render first aid for: workers on high voltage lines and/or equipment; worker works in remote areas


First Aid/CPR/AED


(Red Cross or AHA Accredited)

Required only if specified in the API


Choose an item.


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Worker performs work alone in remote areas


Wilderness Adv. First Aid


Choose an item.


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Worker may prepare, transport or receive hazardous materials


☐ DOT 1: Introduction, Classification, and the Hazardous Materials Table


☐ DOT 2: Packaging, Labeling, Marking, and Placarding


☐ DOT 3: Shipping Papers


☐ DOT 4: Loading and Storage


☐ DOT: Security for Shipment of Hazardous Materials


☐ Hazardous Materials: Shipping Lithium Batteries under DOT Exemptions


☐ DOT Hazardous Material Awareness for the General Hazmat Employee

Choose an item.


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1 BPA workplace manager to review Hantavirus Prevention Procedure 420-240-1 before performing task.


2 These exposures may require enrollment in a Medical Surveillance Program. Ensure page 1 is marked accordingly.


Other Specific Hazards


Task / Condition / Exposure


Required Training


Contractor (C) or BPA (B) Provided


Pre-Hire Training


Post-Hire Training


Pre-Task Training


☐


SAMPLE: Worker may make infrequent visits to field locations or substations


Worker complete the PPE assessment in the SOHM to determine need for PPE such as hard hat, safety glasses, hearing protection, safety vests, Arc Flash clothing or steel-toed boots.


B

X

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General Comments


BPA Requesting Manager Comments/Additional Considerations:


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F_0139_HIRING_SAFETY_TRAINING_MATRIX_121624