Job Description
Join our dynamic finance team at Northwest Financial Partners as a Senior Financial Analyst in the heart of Portland's vibrant business district. We're seeking a detail-oriented professional to drive financial strategy and decision-making for our growing portfolio of Pacific Northwest clients. This hybrid role combines deep financial expertise with innovative problem-solving in a collaborative, fast-paced environment. Enjoy competitive benefits, professional development opportunities, and the unique work-life balance Portland is famous for.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for 20+ client portfolios
- Develop comprehensive financial models and forecasts using Excel and Power BI
- Prepare executive-ready presentations for quarterly board reviews and stakeholder meetings
- Lead cross-functional projects on M&A transactions and capital allocation strategies
- Maintain compliance with SEC regulations and industry best practices
- Mentor junior analysts and optimize financial reporting workflows
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in public accounting or corporate finance
- Advanced proficiency in Excel (VBA, Power Query) and data visualization tools
- Deep understanding of GAAP, SEC reporting, and financial modeling principles
- Proven track record of translating complex data into actionable business insights
- Strong interpersonal skills with ability to influence senior leadership
- Experience with ERP systems (SAP, Oracle) and cloud-based analytics platforms