Description Consider this position if you are a Financial Analyst with effective communication skills. Consider this position if you enjoy working as part of a team. Skilled Financial Analyst candidates will be interested in this opportunity through Robert Half to join a thriving company. Duties will consist of financial modeling on various financial products as well as measure, analyze, and forecast performance in conjunction with operating plans. Further tasks will consist of advising management on the allocation of resources to best accomplish objectives and preparing reports for management. In this position, the candidate will have the opportunity to collaborate with team members in areas such as forecasting, performance reporting, and expense management. If this excites you, contact Robert Half today! The Financial Analyst role is a permanent employment opportunity in the Portland, Oregon.
Responsibilities
Collaborate with the Accounting team on the monthly and quarterly financial close process
Survey performance to date and assess potential risks and opportunities
Keep tabs on monthly and quarterly performance through the comparison of actuals versus expectations, ensuring that business partners handle their resources
Drive P& L forecasting and Area/Segment-level Bookings on a weekly, quarterly and annual basis
Flexible individuals comfortable with large amounts of information, and adept at managing expectations
Enable effective Business Intelligence (BI) to provide forward-looking insight and decision support
Develop monthly reports to business partners on financial results and if any actions are required
Work alongside cross-functional partners in Accounting and Operations to see the proper execution of plans
Have a thorough understanding of internal and external drivers and be able to explain how they are impacting performance and trending
Work alongside senior executives on strategic deep dives to create financial models and insights on topics such as: Retention forecasts, event tracking and execution, Campaign Planning & Tracking, return on investment of strategic investments, and strategic resource allocation, and prioritization
Assemble and review forecasting reports Requirements - Demonstrated ability to build and deliver effective presentations to audiences with wide-ranging backgrounds
Critical thinking, problem solving, ability to work independently
Understanding of Business Intelligence (BI) reporting tools required
Spreadsheet and ERP system experience preferred
Pricing analysis experience preferred
Strong familiarity with budget forecasting
Solid understanding of financial analysis
KPI Reporting experience
Financial analysis & planning (go-to-market experience preferable)
Firm understanding of problem solving through statistical analysis or with large data sets highly preferable (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)
Ability to communicate verbally and in writing effectively throughout all levels of the company
BA/BS degree in finance or a related field
3+ years of experience in problem solving through statistical analysis or with large data sets highly preferable (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)
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