Financial Analyst

Willow Atlantic; Portland (OR); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Paid time off

Job summary

Willow Atlantic, a financial services company in Portland, OR, is seeking a Financial Analyst to join the team full-time. You will analyze financial data, develop forecasts, and deliver insights to support strategic decisions.

You will review detailed statements, contribute to budgeting, and work with Excel and SQL to drive improvements in financial performance while meeting deadlines in a collaborative environment. Portland-based, professional and supportive workplace.

Qualifications

• Requires a bachelor’s degree in finance, accounting, or related field.
• 3–5 years of experience in financial analysis or similar role.
• Experience with financial modeling and data analysis tools.
• Proficient in Excel and SQL.

Responsibilities

• Analyze financial data to identify trends and insights.
• Prepare reports and forecasts for senior management.
• Support budgeting processes and resource allocation.
• Collaborate with cross-functional teams to ensure timely reporting.

Skills

Financial analysis

Data analysis

Excel proficiency

SQL

Communi­cation skills

Leadership

Education

Bachelor's degree in Finance or Accounting

Tools

Excel

SQL

Microsoft Project

Asana

Trello

Job description

Willow Atlantic, a financial services company located in Portland, OR, is hiring a Financial Analyst for a full-time position. You will be responsible for analyzing financial data, forecasting trends, and providing insights to support strategic decision-making.

Your day-to-day tasks will involve reviewing detailed financial statements, preparing comprehensive reports, and actively participating in budgeting processes, which may include forecasting, tracking expenses, and allocating resources. You will also work on data analysis projects, using tools like Excel or SQL to identify trends, analyze financial data, and provide actionable recommendations to improve financial performance. This role requires a strong understanding of financial principles, proficiency in financial software, and the ability to work in a fast-paced, collaborative environment. You will need to meet strict deadlines, maintain confidentiality, and work well under pressure.

You will join our finance team in Portland, OR, and collaborate with other departments to ensure accurate and timely financial reporting. Our workplace is modern and welcoming, fostering a productive and supportive environment.

The salary for this role is $75,000 per year, plus benefits including health insurance, retirement plans, and paid time off. Available: a competitive compensation package to attract and retain the right candidate.

To be successful in this role, you should have a bachelor's degree in finance, accounting, or a related field. You should also have experience with financial analysis tools and a strong understanding of financial reporting.

The position requires a bachelor's degree in a relevant field and at least three years of experience in project management. Candidates should be proficient in using project management software such as Microsoft Project, Asana, or Trello, and have strong communication and leadership skills. The ideal candidate will be comfortable working in a fast-paced, collaborative environment and will have experience managing teams and budgets. We look forward to reviewing your application and potentially welcoming you to our team, where you can contribute to our ongoing projects and help us achieve our company goals.

Analyze financial data to identify trends and patterns. Prepare financial reports and forecasts for senior management. Collaborate with cross-functional teams to ensure accurate and timely financial reporting.Bachelor's degree in Finance, Accounting, or a related field. 3-5 years of experience in financial analysis or a similar role. Strong analytical and problem-solving skills. Proficiency in financial modeling and data analysis tools.