Executive Director of Operations
(JO-1805-513)

Financial Planning & Analysis (FP&A)

(JO-1806-514)

About the Role

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Title: Financial Planning & Analysis (FP&A)
Location: Portland, Oregon

The Financial Planning & Analysis (FP&A) Analyst analyzes business performance and shares financial information by collecting, maintaining, monitoring, studying, and reporting on financial and non-financial data.

RESPONSIBILITIES Financial Planning & Analysis (FP&A) Analyst includes the following:
  • Performs daily and weekly reporting; supports monthly reporting of performance results to management, operations, and ownership entities
  • Facilitates requirement gathering from non-technical business personnel and identifies and executes efficient reporting solutions based on requirements. Communicates with broad range of technical expertise, from IT to operations
  • Gains an understanding of the organization’s key performance indicators, including: financial, operational, sales, personnel, and healthcare data. Analyzes reports, notes discrepancies, and prepares reporting from raw data
  • Perform business analysis, including performance trends, ROI, and pro-forma financial information
  • Pursues learning of business intelligence approaches and effectively utilizes functionality and knowledge to drive insights and business performance
  • Develops an understanding of business environment to field inquiries from non-finance departments about performance trends
  • Helpful, Enthusiastic, Reliable, Original, Effective, Supportive
EDUCATION AND MINIMUM REQUIREMENTS | Financial Planning & Analysis (FP&A) Analyst include the following:
  • Bachelor’s or master’s degree in finance, accounting, economics or related field
  • 3-5 years of experience in Financial Planning & Analysis (FP&A), finance or equivalent quantitative areas
  • Advanced level of proficiency using Excel required, VBA experience preferred
  • Experience with SSRS and other reporting tools is a plus
  • Knowledge of GAAP and other rules and regulations regarding financial data
COMPETENCIES AND SKILL REQUIREMENTS:
  • Strong analytical skills with ability to understand and articulate financial and operational data
  • Extensive working knowledge of Microsoft Office applications including Excel, PowerPoint and Word
  • Developed organizational skills and ability to communicate verbally and in writing
  • Must demonstrate high standards of ethics and personal accountability

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