TL;DR (generated · confidence: high)

The Office of the Chief Financial Officer manages the city's revenue collections ($96M), debt management, treasury, risk and insurance, and internal accounting services with 204 authorized FTE. FY 2025-26 includes contract funding for revenue estimating, a 1-FTE Executive Assistant reduction, a $4M enterprise efficiency target, and modifications to earthquake insurance coverage.

Key points (each cites a PDF page):

Revenue Collections program budgeted at $96,023,700 with 62 FTE Revenue & Tax Specialists across five salary levels (I–V) (p. 109 ↗)
Executive Assistant position (1 FTE) reduction in General Fund ongoing, shared allocation between DCA of Budget & Finance and DCA of City Operations (p. 111 ↗)
Enterprise efficiency initiative targets $4M city-wide reduction from redesigning and streamlining core services, with half the target to be captured beginning FY 2026 (p. 111 ↗)
Earthquake insurance excess policy limits reduced from $10M to $8M, creating $91K premium savings for risk management (p. 111 ↗)
Revenue Division ITS Upgrade capital project authorized at $1,415,559 for FY 2025-26 (p. 110 ↗)
Moody's Analytics Services subscription cancelled; no longer needed by Debt Management function (p. 111 ↗)

Amounts: $124,430,502 · $141,158,834 · $96,023,700 · $36,608,003 · $4,000,000 · Programs: Revenue Collections · Debt Management · Risk Management · Accounting · Workers' Compensation · Parties: Jonas Biery (Chief Financial Officer) · Deputy City Administrator for Budget & Finance · Deputy City Administrator for City Operations · Revenue Division · Risk Management, Insurance & Claims

Office of the Chief Financial Officer

Source: PDF pp. 110-116 ↗ · raw: 110 · 111 · 112 · 113 · 114 · 115 · 116

Breadcrumb: Office of the City Administrator > Office of the Chief Financial Officer

Office of the Chief Financial Officer Office of the City Administrator Office of the Chief Financial Officer Jonas Biery, Chief Financial Officer 106 City of Portland, Oregon - FY 2025-26 Proposed Budget

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	Actuals FY 2022-23	Actuals FY 2023-24	Revised FY 2024-25	Requested FY 2025-26	Proposed FY 2025-26
Resources
External Revenues
Taxes	33,974,543	35,860,128	36,179,985	34,087,000	34,087,000
Licenses & Permits	9,070,365	9,317,713	12,013,369	10,472,000	10,472,000
Charges for Services	1,539,833	2,070,186	1,500,050	1,993,740	1,993,740
Intergovernmental	18,761,459	28,793,924	23,456,046	23,500,157	21,825,462
Bond & Note	9,248,272	6,255,574	3,204,592	46,164,045	46,164,045
Miscellaneous	11,428,479	11,173,419	16,277,154	9,888,255	9,888,255
External Revenues Total	84,022,952	93,470,943	92,631,196	126,105,197	124,430,502
Internal Revenues
General Fund Discretionary	8,976,674	9,955,068	12,041,093	15,155,207	12,487,226
General Fund Overhead	3,828,150	4,515,011	5,397,251	8,280,763	5,231,188
Fund Transfers - Revenue	2,830,579	2,830,579	5,547,789	1,571,874	1,571,874
Interagency Revenue	30,656,094	44,322,059	49,807,069	54,667,747	49,366,934
Internal Revenues Total	46,291,497	61,622,716	72,793,202	79,675,591	68,657,222
Beginning Fund Balance	136,713,936	87,143,424	86,553,654	83,567,460	83,567,460
Total	267,028,384	242,237,084	251,978,052	289,348,248	276,655,184
Requirements
Bureau Expenditures
Personnel Services	33,151,148	38,202,049	44,982,949	47,489,621	36,608,003
External Materials and Services	62,712,086	66,935,142	83,367,266	77,149,967	77,009,398
Internal Materials and Services	14,574,481	26,350,649	26,498,147	29,213,024	27,541,433
Bureau Expenditures Total	110,437,715	131,487,839	154,848,362	153,852,612	141,158,834
Fund Expenditures
Debt Service	55,331,581	6,407,642	6,921,266	40,712,938	40,712,938
Contingency	0	0	66,934,196	51,078,502	51,032,151
Fund Transfers - Expense	5,784,054	7,786,437	12,725,693	16,813,824	19,160,889
Debt Service Reserves	0	0	10,548,535	26,890,372	24,590,372
Fund Expenditures Total	61,115,635	14,194,079	97,129,690	135,495,636	135,496,350
Ending Fund Balance	87,143,424	84,875,859	0	0	0
Total	258,696,775	230,557,777	251,978,052	289,348,248	276,655,184
Programs
Accounting	2,882,190	3,868,843	3,740,754	3,815,396	3,578,496
Administration & Support	6,347,831	6,915,151	7,831,023	8,697,471	—
CAO's Office	—	—	876,636	6,060,406	6,008,680
Commercial Insurance	(70,222)	7,564	—	—	—
Debt Management	949,532	968,911	1,404,341	1,475,448	1,475,448
Grants Management	2,253,549	2,452,667	3,600,338	3,544,769	—
Hearings Office	—	7	—	—	—

Office of the Chief Financial Officer, Office of the City Administrator, Summary of Bureau Budget

108 City of Portland, Oregon - FY 2025-26 Proposed Budget

Office of the Chief Financial Officer Office of the City Administrator Summary of Bureau Budget Actuals Actuals Revised Requested Proposed FY 2022-23 FY 2023-24 FY 2024-25 FY 2025-26 FY 2025-26 Liability 13,610,543 14,773,268 28,548,503 23,193,348 23,180,659 License and Tax 680 5,801 — — —

Program/Item	FY 2022-23 Actuals	FY 2023-24 Actuals	FY 2024-25 Revised	FY 2025-26 Proposed	FY 2026-27 Proposed
Loss Prevention	308	640	—	—	—
Occupational Health	1,141	803	—	—	—
Operational Accounting	—	(201)	—	—	—
Operations	—	259	—	—	—
Revenue Collections	73,891,491	87,481,582	97,479,844	96,179,556	96,023,700
Risk Claims Costs	3,006,061	5,013,492	—	—	—
Risk Management	276,535	736,620	—	—	—
Special Appropriations-City Arts Program	—	170,608	—	—	—
SPOT Team	507,627	490,108	—	70	—
Treasury	1,549,568	1,846,379	2,114,390	2,185,058	2,185,058
Workers' Comp	5,230,879	6,755,338	9,252,533	8,701,090	8,706,793
Total Programs	110,437,715	131,487,839	154,848,362	153,852,612	141,158,834

Project	Prior Years	Revised FY 2024-25	Proposed FY 2025-26	FY 2026-27	FY 2027-28	FY 2028-29	FY 2029-30	5-Year Total
Risk Management
RMIS replacement for Risk Management	0	210,000	0	0	0	0	0	0
Total Risk Management	0	210,000	0	0	0	0	0	0
Revenue
ITS Upgrade 2023	0	2,617,757	1,415,559	0	0	0	0	1,415,559
Total Revenue	0	2,617,757	1,415,559	0	0	0	0	1,415,559
Total Requirements	0	2,827,757	1,415,559	0	0	0	0	1,415,559

110 City of Portland, Oregon - FY 2025-26 Proposed Budget

Class	Class Title	Salary Range Min	Salary Range Max	Revised FY 2024-25 No.	Revised FY 2024-25 Amount	Requested FY 2025-26 No.	Requested FY 2025-26 Amount	Proposed FY 2025-26 No.	Proposed FY 2025-26 Amount
30000063	Accountant II	74,589	93,891	2.00	187,783	8.00	728,674	2.00	187,783
30000064	Accountant III	82,118	103,251	11.00	1,067,998	11.00	1,091,292	11.00	1,091,292
30002283	Accountant IV	88,296	111,030	4.00	399,441	4.00	414,279	4.00	414,279
30003001	Accounting Supervisor	107,266	151,882	3.00	354,017	3.00	354,017	3.00	354,017
30000061	Accounting Technician	47,278	67,850	1.00	67,850	1.00	67,850	1.00	67,850
30003975	Administrative Specialist I - CPPW	60,570	84,802	0.00	0	1.00	84,802	0.00	0
30003976	Administrative Specialist II - CPPW	75,442	107,640	2.00	193,752	5.00	448,562	2.00	193,752
30003004	Administrative Specialist III	83,221	118,768	1.00	100,994	2.00	201,988	1.00	100,994
30003977	Administrative Specialist III - CPPW	83,221	118,768	0.00	0	1.00	97,282	0.00	0
30003978	Analyst I - CPPW	83,221	118,768	4.00	428,439	6.00	651,124	4.00	428,439
30003979	Analyst II - CPPW	97,510	126,693	13.00	1,464,067	13.00	1,464,067	13.00	1,464,067
30003980	Analyst III - CPPW	107,266	151,882	1.00	142,542	1.00	142,542	1.00	142,542
30003009	Analyst IV	117,957	168,709	1.00	155,563	3.00	460,948	1.00	155,563
30003010	Business Systems Analyst I	86,050	121,160	2.00	211,089	2.00	219,966	2.00	219,966
30003011	Business Systems Analyst II	96,595	135,907	8.00	979,861	8.00	1,020,618	8.00	1,020,618
30003012	Business Systems Analyst III	111,093	156,270	1.00	156,270	1.00	156,270	1.00	156,270
30004175	Central Public Information Officer	97,510	126,693	0.00	0	1.00	126,298	0.00	0
30003023	City Treasurer	142,730	195,354	1.00	195,354	1.00	195,354	1.00	195,354
30000066	Claims Technician	62,317	82,576	4.00	303,289	4.00	314,711	4.00	314,711
30003026	Controller	142,730	195,354	1.00	173,139	1.00	173,139	1.00	173,139
30003984	Coordinator III - CPPW	97,510	126,693	2.00	219,794	3.00	346,487	2.00	219,794
30003031	Debt Manager	117,957	168,709	1.00	168,709	1.00	168,709	1.00	168,709
30004101	Deputy City Administrator	0	175,448	1.00	271,274	1.00	271,274	1.00	271,274
30003985	Financial Analyst I - CPPW	83,221	118,768	2.00	220,064	3.00	321,058	2.00	220,064
30003055	Financial Analyst II	97,510	126,693	0.00	0	(1.00)	(112,102)	0.00	0
30003986	Financial Analyst II - CPPW	97,510	126,693	5.00	544,649	17.00	1,976,396	5.00	544,649
30003056	Financial Analyst III	107,266	151,882	1.00	135,366	3.00	400,607	1.00	135,366
30003987	Financial Analyst III - CPPW	107,266	151,882	2.00	275,579	6.00	807,715	2.00	275,579
30003073	Investment Officer	117,957	168,709	1.00	168,709	1.00	168,709	1.00	168,709
30003081	Manager I	117,957	168,709	4.00	567,466	9.00	1,324,607	4.00	567,466
30003082	Manager II	142,730	195,354	3.00	521,166	5.00	854,757	3.00	521,166
30003083	Manager III	157,019	228,259	1.00	228,259	1.00	228,259	1.00	228,259
30000012	Office Support Specialist II	47,278	67,850	1.00	57,044	1.00	61,166	1.00	61,166
30000013	Office Support Specialist III	60,424	80,122	0.00	0	1.00	80,122	0.00	0
30000190	Regulatory Program Administrator	91,208	112,840	1.00	106,495	1.00	110,923	1.00	110,923

City of Portland, Oregon - FY 2025-26 Proposed Budget 111

Class	Title	Min	Max	Revised FY 2024-25 No.	Revised FY 2024-25 Amount	Requested FY 2025-26 No.	Requested FY 2025-26 Amount	Proposed FY 2025-26 No.	Proposed FY 2025-26 Amount
30000191	Revenue & Tax Specialist I	50,690	67,850	5.00	328,673	5.00	332,860	5.00	332,860
30000192	Revenue & Tax Specialist II	60,694	74,963	10.00	596,697	10.00	710,800	10.00	710,800
30000193	Revenue & Tax Specialist III	63,440	84,032	24.00	1,762,498	24.00	1,845,756	24.00	1,845,756
30000194	Revenue & Tax Specialist IV	68,910	89,586	23.00	1,811,808	23.00	1,899,414	23.00	1,899,414
30000196	Revenue & Tax Specialist V	74,277	96,283	15.00	1,431,714	15.00	1,441,795	15.00	1,441,795
30000404	Revenue Auditor	83,886	111,883	9.00	799,733	9.00	823,734	9.00	823,734
30000405	Revenue Auditor, Sr	92,560	123,573	9.00	945,628	9.00	984,298	9.00	984,298
30003098	Risk Manager	129,771	183,082	1.00	195,354	1.00	195,354	1.00	195,354
30003100	Risk Specialist II	97,510	126,693	4.00	476,694	4.00	476,694	4.00	476,694
30003101	Risk Specialist III	107,266	151,882	3.00	448,822	3.00	448,822	3.00	448,822
30003103	Supervisor I - E	97,510	126,693	1.00	112,101	1.00	112,101	1.00	112,101
30003104	Supervisor II	107,266	151,882	10.00	1,146,226	11.00	1,266,554	10.00	1,146,226
30003951	Systems Analyst, Senior	107,266	151,882	3.00	409,304	3.00	409,304	3.00	409,304
Total Full-Time Positions				202.00	20,531,274	247.00	26,369,956	202.00	21,000,918
30003976	Administrative Specialist II - CPPW	75,442	107,640	0.00	0	0.00	0	0.00	0
30003978	Analyst I - CPPW	83,221	118,768	1.00	100,994	0.00	0	0.00	0
30003979	Analyst II - CPPW	97,510	126,693	0.00	0	0.00	0	0.00	0
30003980	Analyst III - CPPW	107,266	151,882	1.00	133,578	1.00	122,952	1.00	122,952
30003986	Financial Analyst II - CPPW	97,510	126,693	0.00	0	0.00	0	0.00	0
30000196	Revenue & Tax Specialist V	74,277	96,283	2.00	156,687	1.00	84,739	1.00	84,739
Total Limited Term Positions				4.00	391,259	2.00	207,691	2.00	207,691
Grand Total				206.00	20,922,533	249.00	26,577,647	204.00	21,208,609

Office of the Chief Financial Officer Office of the City Administrator FTE Summary 112 City of Portland, Oregon - FY 2025-26 Proposed Budget

Parent: Office of the City Administrator · PDF: pp. 110-116 ↗