Senior Financial Analyst

Insight Global; Portland (OR); On-site; USD 85,000 - 110,000; Full time

Job summary

A financial consulting firm is looking for a Senior Strategic Financial Analyst in Portland, OR. The role involves providing strategic financial guidance across various business units, particularly in Treasury and Investor Relations. Key responsibilities include supporting quarterly activities, financial forecasting, and material preparation for Board meetings. Candidates should possess a Bachelor's in Accounting or Finance, strong analytical skills, and relevant industry experience. A collaborative work environment is emphasized, and effective communication is critical.

Qualifications

• 3-5 years of relevant work experience focusing on finance and analysis.
• Experience within the manufacturing or finance industries is a plus.

Responsibilities

• Identify and understand key business drivers across multiple business units.
• Support quarterly treasury activities and covenant reporting.
• Analyze cash forecasts to support companywide liquidity needs.
• Prepare materials for Board of Director meetings.
• Assist with quarterly earnings materials for Investor Relations.
• Develop financial models and projections for strategic decision-making.

Skills

Excellent interpersonal, organizational and communication skills

Ability to think creatively to solve problems

Strong computer skills

Proficiency in Microsoft Excel

Understanding of business principles

Ability to interact with employees at all levels

Education

Bachelor's degree in accounting or finance

MBA

Tools

OneStream

D365

FactSet

CapitalIQ

Job description

Position: Senior Strategic Financial Analyst

Permanent Placement/Direct Hire

Required Skills & Experience

• Bachelor's degree in accounting or finance is required; MBA is preferred
• Excellent interpersonal, organizational and communication skills required
• 3-5 years of relevant work experience with a focus on finance and analysis
• Strong computer skills with an ability to learn a variety of systems and applications, including OneStream, D365, FactSet and CapitalIQ
• Proficiency in Microsoft Office applications with a focus on Excel
• Ability to think creatively to solve problems

Specific Skill/Experience Requirements:

• Exhibit proficiency in business principles, theories and concepts
• Display knowledge in multiple business areas (e.g., financial analysis, capital allocation, operations, human resources, marketing, etc.)
• Possess a desire to learn and understand the "how" and "why" behind financial information and communicate the "so what" from analysis
• Demonstrate skill and ability to interact with employees at all levels with tact, confidentiality and diplomacy
• Display a track record in providing meaningful consultation, education and influence to the business, as well as a history of results-driven decision-making
• Maintain skill, ability and flexibility to perform multiple tasks and functions concurrently in a fast-paced, dynamic environment while maintaining attention to detail
• Provide a proven history of self-management and self-motivation
• Possess excellent verbal and written communication skills, including the ability to extract and articulate key business issues in a manner that is meaningful to the audience
• Uphold the highest standards of conduct and ethical behavior and exercise sound professional judgment

Nice to Have Skills & Experience

• Experience within the manufacturing industry and/or finance industry

Job Description

A client of Insight Global is seeking a senior-level Strategic Financial Analyst for a client in Lake Oswego, OR. This is a position that works in a fast-paced environment across a broad range of areas, including Treasury, Investor Relations and ad hoc project analysis. The ideal candidate will have industry experience with Treasury, investment banking or Investor Relations. This individual will support the Director of Finance and Treasurer while also providing support to the Head of Investor Relations with strategic financial guidance to communicate to company executives.

Primary Responsibilities:

• Identify and understand key business drivers across multiple business units. Effectively articulate the issues and recommend solutions and alternatives
• Support quarterly treasury activities, including covenant reporting, reconciling FX hedging activities and other ad hoc requests
• Maintain and analyze cash forecasts to support companywide liquidity needs which will require engagement with key business leaders across multiple business units.
• Assist with quarterly preparation of materials for the Board of Director and Committee meetings.
• Support the Head of Investor Relations in the preparation of quarterly earnings materials, Including investor presentations, analysis of financial results, and messaging for investors and analysts
• Assist the Director of Finance and Treasurer with various strategic projects, which includes contributing to the multi-year planning process, analyses related to capital allocation, M&A activities, calculating investment returns and other ad hoc projects
• Provide analytical support or preparation of materials for any debt financing or capital raises
• Partner with the Treasury Manager to support day-to-day treasury operations and initiatives
• Act as a partner to business unit staff by monitoring and pinpointing ways to enhance unit workflow and process improvements. When necessary, this position must communicate these recommendations to the business units, supporting and driving a culture of continuous improvement
• Develop financial models and projections to support planning, forecasting, and strategic decision-making
• Perform research and analysis as required
• Ensure compliance with financial guidelines, company policies and relevant legal regulations
• Complete financial analyses and other projects accurately and timely
• Perform ad hoc Treasury and Investor Relations related requests
• Accountable for problem-solving, account analysis and writing commentary and analytical summaries