Financial Planning Specialist
7 days ago
The Financial Planning Specialist role involves managing daily bookkeeping, overseeing financial statements, and preparing analytical reports for a fast-paced organization in SE Portland, OR. This position requires at least 3 years of experience in accounting or finance, with strong client interaction skills and the ability to stay proactive on tasks.
Key Responsibilities:
- Identify areas that require planning and preparation.
- Prepare and present clear financial statements and analytical reports.
- Monitor the budget, track costs and net revenue, and provide recommendations to leadership.
- Provide updates and discuss pipelines in leadership meetings, identifying gaps and opportunities.
Benefits: Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and a 401K plan. Employees can choose the type of coverage that meets their individual needs.
Compensation: $28-$33 per hour,
Search managed by: Riley Newton
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