Sr. Strategic Financial Analyst

Overview

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.

• 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 company wide 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

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations.

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• 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 One Stream, D365, Fact Set 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,…