Finance Analyst: Budgeting, Forecasting & Data Insights

cambridgerealestateservices

Portland (OR)

On-site

USD 36,506 - 43,050

Full time

14 days+

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Benefits offered by this job

Incentive bonuses
Medical with annual HSA contribution
Dental
Vision
Life insurance
Long-term disability insurance
Paid time off
Paid holidays
Company events
401k plan with 100% match up to a 10%

Job summary

Cambridge Real Estate Services in Portland, Oregon is seeking a Financial Analyst to provide financial reporting, budgeting, forecasting, and data analysis to support informed business decisions. You will interface with management, clients, and team members to strengthen financial insights.

Requirements include a Bachelor’s in finance and 3–6 years of relevant experience, with strong Excel skills and familiarity with financial systems; this role offers growth in treasury and risk management

Qualifications

  • Bachelor’s degree in finance.
  • Three to six years of financial analysis, accounting, budgeting, forecasting, or related experience.
  • Strong analytical, mathematical, and problem-solving skills.
  • Proficiency with Microsoft Excel.
  • Experience with financial systems and reporting software.
  • Familiarity with business intelligence and data visualization tools.
  • Excellent verbal and written communication skills.
  • Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
  • High level of accuracy and attention to detail.
  • Self-motivated, results-oriented, and eager to learn in a team environment.

Responsibilities

  • Interface with employees and clients regarding financial reports, budgets, and other financial matters.
  • Assist with insurance renewal processes and risk management activities.
  • Support treasury management functions, including cash reporting and banking relationships.
  • Prepare and distribute monthly financial reports accurately and on schedule.
  • Maintain and update financial databases, spreadsheets, and reporting tools.
  • Assist in developing and analyzing financial models, forecasts, and budgets.
  • Monitor property and company financial performance and identify trends, variances, and areas for improvement.
  • Assist with annual budget preparation and periodic forecast updates.
  • Perform financial and operational analyses to identify cost-saving opportunities and support revenue growth initiatives.
  • Support month-end and year-end closing processes.
  • Help improve financial reporting processes and procedures to enhance efficiency and accuracy.
  • Ensure compliance with established reporting and quality standards.
  • Prepare ad hoc reports, analyses, and presentations for management.
  • Participate in special projects and other duties as assigned.

Skills

Analytical skills
Communication
Organizational skills
Problem solving
Teamwork

Education

Bachelor’s degree in finance

Tools

Microsoft Excel
Financial reporting software
BI tools

Job description

Cambridge Real Estate Services in Portland, Oregon is seeking a Financial Analyst to provide financial reporting, budgeting, forecasting, and data analysis to support informed business decisions. You will interface with management, clients, and team members to strengthen financial insights.

Requirements include a Bachelor’s in finance and 3–6 years of relevant experience, with strong Excel skills and familiarity with financial systems; this role offers growth in treasury and risk management

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