Job Description
Join our award-winning financial team at Pacific Wealth Partners and make an immediate impact! We're seeking a detail-oriented Financial Analyst to drive strategic decision-making for our growing Portland operations. This urgent opening offers a rare chance to step into a high-impact role with competitive compensation and rapid career advancement opportunities. Work in our downtown office with stunning views while collaborating with industry leaders to shape financial futures.
Why Apply Today?
• Start within 72 hours of acceptance
• Comprehensive benefits package including 401(k) matching
• Dedicated mentorship program for accelerated growth
• Flexible hybrid work arrangements
Responsibilities
- Analyze financial data to identify trends and forecast revenue/expense projections
- Prepare monthly, quarterly, and annual financial reports for executive leadership
- Develop and maintain complex financial models for scenario planning
- Collaborate with department heads to optimize budget allocation and cost controls
- Lead ad-hoc financial analysis projects supporting M&A initiatives
- Automate reporting processes using advanced Excel and BI tools
- Present findings to cross-functional teams and stakeholders
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 3+ years of financial analysis experience in corporate or financial services
- Advanced proficiency in Excel (VLOOKUP, PivotTables, Power Query)
- Experience with financial modeling and forecasting methodologies
- Strong SQL skills for data extraction and analysis
- Exceptional attention to detail with 99.9% accuracy in deliverables
- Ability to thrive in fast-paced, deadline-driven environments