Financial Analyst

Ledgent; Portland (OR); On-site; USD 70,000 - 90,000; Full time

Job summary

Ledgent is seeking a Financial Analyst to support AI-driven solutions for the financial services sector in Portland, OR. You will blend traditional finance with emerging AI tech to shape financial analysis and decision support.

The right candidate will have a strong finance foundation, enjoy solving complex problems, and be excited about the future of AI in finance. Collaboration with technical teams and multi-project ownership are key aspects.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field is required.
• 2–5 years of experience in Investment Banking, Equity Research, FP&A, Asset Management, Corporate Finance, or Audit.
• Strong financial modeling, analytical, and problem-solving skills.
• Advanced understanding of financial statements and accounting principles.
• Excellent communication and project management abilities.

Responsibilities

• Apply expertise in financial analysis, modeling, valuation, accounting, and risk assessment to AI-focused initiatives.
• Evaluate and improve AI-generated outputs related to Equity Research, Credit Analysis, FP&A, Corporate Finance, and regulatory reviews.
• Develop quality standards and testing frameworks to ensure accuracy of financial outputs.
• Review financial data, models, forecasts, and research for analytical rigor.
• Partner with technical teams to translate financial concepts into AI training and evaluation programs.
• Manage multiple projects and stakeholder relationships in a fast-paced environment.
• Identify opportunities to improve financial workflows through AI and automation.

Skills

Financial analysis

Financial modeling

Valuation

Risk assessment

Accounting principles

Problem-solving

Communication

Project management

Education

Bachelor's degree in Finance/Accounting/Economics

Job description

About the Role

Our client is seeking a Financial Analyst to support the development and evaluation of AI-driven solutions for the financial services industry. This role combines traditional finance expertise with emerging AI technologies, offering a unique opportunity to influence how AI models perform financial analysis, interpret financial data, and support decision-making.

The ideal candidate has a strong foundation in finance, enjoys solving complex analytical problems, and is interested in the future of AI within financial services.

Responsibilities

• Apply expertise in financial analysis, modeling, valuation, accounting, and risk assessment to AI-focused initiatives.
• Evaluate and improve AI-generated outputs related to:
• Equity Research
• Credit Analysis
• FP&A
• Corporate Finance
• Regulatory & Compliance Reviews
• Develop quality standards and testing frameworks to ensure accuracy and consistency of financial outputs.
• Review financial data, models, forecasts, and research for analytical rigor.
• Partner with technical and operational teams to translate financial concepts into AI training and evaluation programs.
• Manage multiple projects and stakeholder relationships in a fast-paced environment.
• Identify opportunities to improve financial workflows through AI and automation.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 2-5 years of experience in:
• Investment Banking
• Equity Research
• FP&A
• Asset Management
• Corporate Finance
• Audit
• Strong financial modeling, analytical, and problem-solving skills.
• Advanced understanding of financial statements and accounting principles.
• Excellent communication and project management abilities.
• Ability to thrive in an evolving, high-growth environment.

Preferred

• CFA or CPA designation/candidacy.
• Experience working with financial institutions.
• Exposure to AI, machine learning, data analytics, or emerging technologies.

Ideal Background

We're particularly interested in professionals coming from Investment Banking, Equity Research, Corporate Finance, FP&A, Valuation, Credit, Risk, Audit, or Consulting environments who are excited about leveraging their finance expertise to help shape the future of AI-powered financial intelligence.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.