Job Description
Join our award-winning financial services firm as a Financial Analyst and drive impactful decision-making for our Portland-based portfolio. We're seeking a data-savvy professional to transform complex financial data into actionable insights. This is an immediate opportunity to join a collaborative team in the heart of Portland's thriving financial district, with competitive compensation and growth pathways.
Responsibilities
- Analyze financial statements, market trends, and economic indicators to support investment strategies
- Create detailed financial models, forecasts, and valuation reports for key stakeholders
- Prepare monthly/quarterly performance dashboards highlighting KPI deviations
- Collaborate with cross-functional teams to optimize resource allocation and cost efficiency
- Conduct ad-hoc financial analysis for M&A opportunities and expansion projects
- Present findings to senior leadership using clear visual storytelling techniques
- Ensure compliance with SOX regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of progressive financial analysis experience in corporate or investment settings
- Advanced proficiency in Excel (VLOOKUP, pivot tables, macros) and financial modeling
- Experience with SQL, Power BI, or Tableau for data extraction and visualization
- CFA or CPA designation preferred
- Demonstrated ability to communicate complex financial concepts to non-technical audiences
- Strong attention to detail with proven accuracy in financial reporting
- Authorized to work in the United States without sponsorship