Lead Financial Analyst – Remote (PST or CST)

Oliver James Associates Ltd.; Portland, Northern (OR, KY); Hybrid; USD 130,000 - 150,000; Full time

Job summary

Oliver James Associates Ltd. in Portland, OR, seeks a Lead Financial Analyst for a remote role (PST or CST). You will lead FP&A processes, validate assumptions, and ensure accurate monthly results.

The ideal candidate has an audit/public accounting background, CPA/CFA preferred, and experience with Workday, Power BI, Tableau, and other planning tools; salary $130k-$150k.

Qualifications

• Strong financial and accounting knowledge; ability to independently evaluate results and challenge assumptions.
• Early experience in audit/public accounting essential.
• Experience leading complex financial processes, managing multiple workstreams, maintaining momentum, and communicating status effectively.
• Clear and concise communication skills with experience preparing executive-level analyses, presentations, and recommendations.
• Financial services or insurance industry experience.
• CPA, CFA, and/or experience leveraging or implementing Workday, Power BI, Tableau, Adaptive Planning, Hyperion, or similar tools.

Responsibilities

• Lead core FP&A processes and monthly financial analysis, ensuring the integrity of financial results through validating assumptions, reconciling outputs, identifying anomalies, and applying strong accounting and finance principles.
• Own the annual operating expense planning and forecasting processes, including allocation methodologies, trend analysis and development of deep expertise in underlying financial drivers and details.
• Influence without direct authority to lead complex initiatives from concept through execution, create structure in ambiguous situations, and ensure critical deliverables and milestones remain on track.
• Identify and implement process improvements that increase efficiency, consistency, and reporting quality.

Skills

Financial analysis

Audit/public accounting

Leadership of financial processes

Communication skills

Insurance/financial services industry

Workday/BI tools

Education

CPA or CFA certification

Tools

Workday

Power BI

Tableau

Adaptive Planning

Hyperion

Job description

# Lead Financial Analyst – Remote (PST or CST)Job Search Lead Financial Analyst – Remote (PST or CST)Salary$130000 - $150000LocationPortland, OR, USAContractPermanentIndustryAccountancy & Finance---ContactMorgan [e-mail] Now**Join an insurance firm as a Lead Financial Analyst on a remote basis. This role requires someone who started their career in audit / public accounting and then progressed to corporate FP&A.****Responsibilities:*** Lead core FP&A processes and monthly financial analysis, ensuring the integrity of financial results through validating assumptions, reconciling outputs, identifying anomalies, and applying strong accounting and finance principles.* Own the annual operating expense planning and forecasting processes, including allocation methodologies, trend analysis and development of deep expertise in underlying financial drivers and details.* Influence without direct authority to lead complex initiatives from concept through execution, create structure in ambiguous situations, and ensure critical deliverables and milestones remain on track.* Identify and implement process improvements that increase efficiency, consistency, and reporting quality.**Skills required:*** Strong financial and accounting knowledge with the ability to independently evaluate results and challenge assumptions.* Early experience in audit / public accounting essential.* Experience leading complex financial processes, managing multiple workstreams, maintaining momentum, and communicating status effectively.* Clear and concise communication skills with experience preparing executive-level analyses, presentations, and recommendations.* Financial services or insurance industry experience* CPA, CFA, and/or experience leveraging or implementing Workday, Power BI, Tableau, Adaptive Planning, Hyperion, or similar reporting and planning tools preferred.**Please apply or contact [e-mail]**