Financial Analyst: Forecasting, Data Insights & Strategy

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 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.