Associate Financial Analyst

The Partners Group; Portland (OR); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Generous PTO

Medical & dental insurance

Retirement plan

Employee stock purchase program

Volunteer time

Job summary

The Partners Group in Portland, OR offers a hybrid Associate Financial Analyst role on the Accounting & Finance team. You will transform financial and operational data into insights that guide budgeting, forecasting, and profitability analysis, directly impacting decision-making and service delivery to clients and partners.

The ideal candidate has a finance/business analytics background with strong Excel, problem-solving, and communication skills, plus up-to-date GAAP knowledge and ERP

Qualifications

• Bachelor’s degree in finance, business analytics, accounting, or related field.
• 0-2+ years of professional experience in finance, financial analysis, or accounting.
• Demonstrated advanced Excel skills (pivot tables, Power Query, complex formulas, data modeling, and reporting analysis).
• Strong analytical and problem-solving capabilities with the ability to organize large datasets and identify insights.

Responsibilities

• Partner with finance leadership and stakeholders to support annual budgeting, forecasting, and financial planning.
• Prepare monthly, quarterly, and ad hoc financial and sales reports to support decision-making.
• Analyze revenue, expenses, and performance metrics to identify trends and opportunities.
• Create and maintain dashboards and reporting tools for visibility into company performance.
• Audit financial data and reporting outputs for accuracy and consistency.
• Research business questions and perform analyses to support strategic initiatives.

Skills

Bachelor’s degree

0-2 years experience

Advanced Excel

Analytical thinking

Communication

Curiosity

Education

Bachelor's degree in finance/analytics/accounting

Tools

SQL

Power BI/Tableau

ERP systems

Job description

Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same.

TPG’s success is driven by a culture that values partnerships. We’re looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates.

Are you ready to join an amazing organization that has won too many “Employer of Choice” awards to list? Let’s work together!

The Partners Group currently has a compelling opportunity for a detail-driven financial analysis professional to join our Accounting & Finance team as an Associate Financial Analyst.

NOTE: This role is hybrid-eligible and can be located from any of these TPG offices: Portland, OR, Renton, WA, or Meridian, ID.

How you will make an impact at TPG

As an Associate Financial Analyst, you'll help transform financial and operational data into meaningful insights that support informed decision-making across the organization. Your work will directly contribute to budgeting, forecasting, performance reporting, and profitability analysis, helping leaders understand trends, evaluate opportunities, and make sound business decisions. By ensuring the accuracy and integrity of financial data, you'll support the organization's ability to operate efficiently, plan strategically, and continue delivering exceptional service to clients and partners. You'll also collaborate with teams across the business to provide reporting, analysis, and recommendations that drive continuous improvement.

This role is well suited for someone who enjoys bringing structure and clarity to complex information and takes pride in producing accurate, thoughtful work. The ideal candidate is naturally inquisitive, execution-focused, and motivated to understand not just what the numbers say, but why they matter.

A typical day in this role

• Partner with finance leadership and business stakeholders to support annual budgeting, forecasting, and financial planning activities
• Prepare monthly, quarterly, and ad hoc financial and sales reports that support business decision-making
• Analyze revenue, expenses, and operational performance metrics to identify trends, variances, and opportunities
• Create and maintain dashboards and reporting tools that provide actionable visibility into company performance
• Audit financial data, revenue allocations, and reporting outputs to ensure accuracy and consistency
• Research business questions and perform financial analyses that support strategic initiatives and operational improvements

Location: Portland, OR, Renton, WA, or Meridian, ID; in-office with hybrid remote opportunities

Hours: 40 hours/week, Mon-Fri

Salary Range: $55,000-65,000 annually (DOE)

Physical Requirements: Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time.

Travel: Minimal, if any

What you’ll bring to the table

• Bachelor’s degree in finance, business analytics, accounting, or a related field required
• <1-2+ years of professional experience in finance, financial analysis, or accounting. At minimum, relevant internship experience is required.
• Demonstrated advanced Excel skills (pivot tables, Power Query, complex formulas, data modeling, and reporting analysis)
• Strong analytical and problem-solving capabilities with the ability to organize large datasets and identify meaningful insights.
• Exceptional attention to detail and a commitment to producing accurate, high-quality work
• Effective written and verbal communication skills with the ability to present financial information clearly to diverse audiences
• Curiosity and problem-solving mindset with a drive for quality and thoughtfulness

What will make you really stand out

• Experience with SQL to extract, transform, and analyze data
• Experience developing dashboards and visualizations using Power BI, Tableau, or similar business intelligence tools Background building financial models, forecasts, or scenario-based analyses
• Familiarity with ERP systems, data governance practices, or structured reporting environments
• Experience partnering with business leaders to translate operational questions into actionable financial insights
• Knowledge of GAAP and corporate financial reporting practices
• Ability to balance independent work with collaboration across teams

Why join The Partners Group?

At TPG, you’ll be part of one of the largest independently owned insurance brokerages in the Pacific Northwest. We value collaboration, integrity, and putting clients first – all while supporting our team members with opportunities for growth, a hybrid work schedule, and a supportive, professional environment. This includes:

• A rich benefits package including generous paid time off, medical and dental insurance, life and disability insurance, retirement plan, and employee stock purchase program
• Support and development to cultivate your knowledge and continuing education to maintain or support your professional designations
• Community Involvement perks, including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an all-company holiday volunteer day

Commitment To Diversity

TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees have the opportunity to achieve their goals and meet the needs of our clients and the communities we serve. Embracing and encouraging a diverse range of perspectives makes us stronger, smarter, and more effective. The sum of our individual differences drives our culture, reputation, and achievements.

The Partners Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

We use E-Verify to confirm the identity and employment eligibility of all new hires.