Financial Analyst

2 months ago


Portland, United States M Financial Group Full time

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals’ expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M’s solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support. We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you’re looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next Financial Analyst to join our team This position is responsible for financial analysis of insurance products and nonqualified employee benefit plans for potential new and existing corporate clients. RESPONSIBILITIES Project Management/Case Development Prepare proposals for insurance and executive benefits marketing to for-profit and nonprofit corporations Provide support to Marketers, including analysis and technical solutions, in the design of executive benefit plans and life insurance financing strategies Use a variety of software programs to create life insurance illustrations and financial exhibits to project earnings, cash flows, yields, and internal rates of return of insurance policies Complete analysis of illustrations, making recommendations regarding plan design, insurance carrier selection, product selection and configuration to maximize insurance and benefit performance within applicable constraints Collaborate with marketing partners and insurance carriers throughout the country to create/design marketing proposals and negotiate underwriting offers Coordinate work from other departments (Actuarial, Publications, Client Administration) to complete marketing proposals Perform other duties as assigned QUALIFICATIONS Bachelor’s degree in Finance, Accounting, Economics, Business, Math, or related area Minimum of two years of related work experience in actuarial, accounting, finance or insurance environment with demonstrated ability to progressively assume increased responsibility Project management skills Health and Life Insurance License and Series 6 and 63 are a plus (must be able to obtain within 6 months of employment) Proficiency and comfort with mathematical analysis and terms Strong attention to detail, analytical and project management skills Well-developed computer skills, including the use of the internet and Microsoft Word, Excel, and PowerPoint Ability to establish and maintain effective working relationships with M Team members, carriers, and Member Firms Excellent problem-solving skills as well as ability to exercise independent judgment and make decisions Excellent oral and written communication skills Ability to work independently, demonstrating initiative, drive, orientation to goal accomplishment, attention to detail and organization skills COMPENSATION AND BENEFITS Salary will be commensurate with relevant experience, knowledge, and skills. You will also be eligible for an annual incentive plan bonus. M Financial offers a comprehensive benefits package, including: Medical/Vision Insurance Dental Insurance Short-Term and Long-Term Disability Insurance Life Insurance Modern Health (Mental Health Therapy and Coaching) Empathy (Bereavement Support) Employee Assistance Program Life Insurance FSA (Health and Dependent Care) HSA (for qualified medical plan) Long-Term Care Insurance 401(k) Match Tuition Assistance JOB CONDITIONS AND ENVIRONMENT Extensive close work with documents, spreadsheets, and presentation materials Extensive use of PC’s, computer terminal, display, keyboard, and mouse This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position’s activities and requirements, management reserves the right to modify, add or remove duties as necessary. M Financial is proud to be an equal opportunity workplace.

#J-18808-Ljbffr


  • Financial Analyst

    4 weeks ago


    Portland, United States Unitus Community Credit Union Full time

    Job Description Job Description At Unitus, each employee has an opportunity to make a difference for our members. The Financial Analyst supports analysis of the Credit Union’s financial data and overall balance sheet. This individual provides key analytics and reporting to support management and organizational objectives in the areas of cash and liquidity...

  • Financial Analyst

    1 month ago


    Portland, United States Unitus Community Credit Union Full time

    Job DescriptionJob Description At Unitus, each employee has an opportunity to make a difference for our members. The Financial Analyst supports analysis of the Credit Union’s financial data and overall balance sheet. This individual provides key analytics and reporting to support management and organizational objectives in the areas of cash and liquidity...

  • Financial Analyst

    1 month ago


    Portland, United States Unitus Community Credit Union Full time

    Job DescriptionJob DescriptionAt Unitus, each employee has an opportunity to make a difference for our members. The Financial Analyst supports analysis of the Credit Union’s financial data and overall balance sheet. This individual provides key analytics and reporting to support management and organizational objectives in the areas of cash and liquidity...

  • Financial Analyst

    1 week ago


    Portland, United States Telestream Full time

    For over 25 years, Telestream has been the undisputed trailblazer of innovation in the digital video industry. We craft cutting-edge solutions for every facet of media processing and workflow orchestration. Whether it's the adrenaline-pumping live capture, seamless streaming, awe-inspiring production, or meticulous quality assurance of video content -...

  • Financial Analyst

    2 months ago


    Portland, United States Telestream Full time

    For over 25 years, Telestream has been the undisputed trailblazer of innovation in the digital video industry. We craft cutting edge solutions for every facet of media processing and workflow orchestration. Whether it's the adrenaline-pumping live capture, seamless streaming, awe-inspiring production, or meticulous quality assurance of video content -...


  • Portland, United States City of Portland Full time

    Are you a person that enjoys conducting financial analysis, evaluating costs and benefits, preparing recommendations, and helping to solve problems? The City Budget Office (CBO) is looking to hire a Financial and Policy Analyst (Financial Analyst I) Analyst, Financial Analyst, Policy, Budget, Financial, Office Manager, Technology

  • Financial Analyst

    3 days ago


    Portland, United States Manpower Group Inc. Full time

    Financial Analyst & Business Manager Pay: $35-45 per hour, paid weekly Location: Portland, with occasional work in Gorham and Lewiston Schedule: Full-time, with nights and weekends as required Reports to: Chief Business Officer Position Overview: We are seeking a skilled and strategic Financial Analyst and Business Manager to join a Finance and...


  • Portland, United States City of Portland Full time

    About the position Job Appointment: Full Time, Permanent Work Schedule: Monday – Friday, 8 am-5 pm. An alternate schedule may be available. Work Location: Portland Building, 10th floor. Remote work must be performed within Oregon or Washington. Benefit: Please check our benefit tab for an overview of benefits for this position. Language Pay Premium...


  • Portland, United States MaineHealth Full time

    Position Summary The Senior Financial Analyst, under minimal supervision, manages specific assigned responsibilities related to budgets, cost accounting, reimbursement and financial planning. Works closely with the VP of Finance to analyze, project and model clinical and financial data. Prepares prospective financial pro forma information and financial...

  • Financial Analyst

    3 weeks ago


    Portland, United States Precision Castparts Corp Full time

    Financial Analyst Reporting to the Controller the Financial Analyst maintains, coordinates and participates in development of systems to effectively measure financial and operational performance. Assists in preparing financial analyses, forecasts and special studies for management in areas such as performance against plan, capital investments, and...


  • Portland, United States The Ladders Full time

    Financial and Treasury Analyst We are seeking a Financial Analyst to join our Tire Factory/Point S Tire team in Portland, OR! Summary: We are seeking a highly motivated and detail-oriented Financial Analyst with Treasury responsibilities to join our finance team. The ideal candidate will play a dual role, focusing on financial analysis to support...


  • Portland, United States Point S Full time

    Financial and Treasury Analyst We are seeking a Financial Analyst to join our Tire Factory/Point S Tire team in Portland, OR! Summary:  We are seeking a highly motivated and detail-oriented Financial Analyst with Treasury responsibilities to join our finance team. The ideal candidate will play a dual role, focusing on financial analysis to support...


  • Portland, United States VanderHouwen Full time

    Senior Financial Analyst (FP&A) Our reputable client located in the heart of Portland seeks an energetic and self-motivated Senior Financial Analyst to join their team! This is a high visibility role within a highly sought after organization that offers an employee-centric culture and stellar benefits. The ideal candidate has confidence in their FP&A...

  • Financial Analyst

    3 weeks ago


    Portland, United States Precision Castparts Corp Full time

    Financial Analyst Reporting to the Controller the Financial Analyst maintains, coordinates and participates in development of systems to effectively measure financial and operational performance. Assists in preparing financial analyses, forecasts and special studies for management in areas such as performance against plan, capital investments, and...

  • Financial Analyst III

    2 months ago


    Portland, Oregon, United States OnPoint Community Credit Union Full time

    OverviewLand at OnPoint, where you will make a difference every day Be part of an organization that cares about our members, our community, and each other. At OnPoint Community Credit Union, we live the gratifying credit union philosophy of "people helping people" every day, by helping members achieve their financial dreams and actively supporting our...


  • Portland, United States MaineHealth Full time

    The Senior Analyst is responsible for the oversight, implementation, and administration of the Internal and external benchmarking systems. This includes the establishment of specific units of service for each department, collaborating with clinical l Financial Planning, Financial, Analyst, Planning, Senior Analyst, Technology, Healthcare

  • Sr. Financial Analyst

    3 months ago


    Portland, United States Albertsons Companies Full time

    About the company    Albertsons Companies is at the forefront of the revolution in retail. With a fixation on raising the bar with innovation and building belonging through our culture, our team is rallying our company around a unique purpose : to create joy around each table and inspire a healthier tomorrow for every community.   Albertsons...

  • Financial Analyst

    4 weeks ago


    Portland, United States Precision Castparts Corp Full time

    Country United States of America State / County Oregon City Portland Division Structurals Company LPC Function Finance Workplace Type On-Site Position...


  • Portland, Oregon, United States David Douglas School District Full time

    POSITIONFinancial Planning Analyst - ConfidentialLOCATIONDavid Douglas School District OfficeDATE POSTEDJuly 2, 2024DATE CLOSESInternal Candidates: July 10, :00pmExternal Candidates: Open until filledPOSITIONSTART DATEAugust 1, 2024(Exempt / 12 months per year / About 260 days per year, Range E starting at $80,44- includes TSA)The David Douglas School...

  • Trade Confirmations

    2 months ago


    Portland, United States Portland General Electric Company Full time

    Summary/Job Function Perform confirmation functions related to the utility industry, including power, gas, transmission, and financial swaps for power and gas.  Use your expertise in the reconciliation of all deals into system of record. Includes working with other groups to ensure data accuracy and completeness. Investigate and troubleshoot...