Job Description
Join our award-winning financial services firm as we expand our Portland operations. We seek a detail-oriented Financial Analyst to drive data-driven decision-making in our fast-paced environment. This urgent opening offers immediate impact on multi-million dollar portfolios and career advancement opportunities. Our culture combines cutting-edge analytics with collaborative problem-solving in the heart of Portland's thriving business district.
Responsibilities
- Analyze financial data to identify trends and forecast performance
- Develop comprehensive financial models and valuation reports
- Prepare executive dashboards and KPI tracking
- Collaborate with investment teams on portfolio optimization
- Present findings to senior leadership with actionable recommendations
- Streamline reporting processes using automation tools
- Monitor regulatory compliance in financial reporting
Qualifications
- Bachelor's in Finance, Accounting, or related field
- 3+ years financial analysis experience
- Advanced proficiency in Excel and financial modeling
- SQL or database querying experience
- CFA or CPA certification preferred
- Strong analytical and presentation skills
- Experience with financial reporting tools (e.g., Tableau)
- Ability to manage competing priorities in deadline-driven environment