Job Description
Join our dynamic finance team at Pacific Financial Partners, a leading investment firm in Portland's thriving business district. We're seeking a detail-oriented Financial Analyst to drive data-driven decision-making for our expanding portfolio. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for career growth in one of America's most livable cities.
What We Offer:
- Health/dental/vision insurance with 90% employer coverage
- 401(k) with 6% match
- Professional development stipend ($3,000/year)
- Flexible hybrid schedule (3 days office/remote)
- Free downtown parking transit pass
Responsibilities
- Analyze financial statements, market trends, and investment performance to inform strategic decisions
- Develop complex financial models for forecasting and scenario analysis
- Prepare quarterly board presentations and executive summaries
- Collaborate with portfolio managers on risk assessment and valuation
- Streamline financial reporting processes using automation tools
- Conduct industry research and competitive benchmarking
- Maintain compliance with SEC regulations and internal controls
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel (VLOOKUP, PivotTables, macros)
- Experience with financial modeling tools (Bloomberg, FactSet)
- CFA or CPA designation preferred
- Strong SQL and data visualization skills (Tableau/Power BI)
- Excellent written and verbal communication skills