Financial Analyst

FINANCIAL ANALYST

Apply Here: https://secure4.entertimeonline.com/ta/6143013.careers?CareersSearch=&lang=en-US

• Location: 5312 NE 148th Ave, Portland, OR, 97230, United States
• Base Pay: $85000.00 - $96000.00 / Year
• Job Category: Finance, Full-Time
• Industry: Nonprofit, Social Enterprise
• Monday through Friday, Standard Business Hours
• Employee Type: Employee (W2 Exempt - FT)
• Manage Others: No

Contact information

• Name: Recruiting Department
• Phone: 503-261-1266
• Email: [email protected]

Description

Disabled people / people with disabilities and neurodivergent people are strongly encouraged to apply. Relay Resources is an Equal Opportunity Employer that strives to create a diverse workforce and an inclusive culture and believes each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent nor the organization to adjust the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.

ESSENTIAL FUNCTIONS

Financial Planning & Budgeting – 40%

• Support the annual budgeting process, partnering with department leaders to gather inputs and validate assumptions.
• Prepare quarterly forecasts and conduct scenario modeling.
• Maintain and improve budget templates, planning tools, and reporting dashboards.

Financial Analysis & Reporting – 30%

• Conduct monthly budget-to-actual analysis, identify key drivers of variance, and present findings to stakeholders.
• Develop and maintain financial models to support initiatives and investment decisions.
• Create and distribute internal financial reports and performance scorecards.

Cross-Functional Business Support – 15%

• Collaborate with Operations, HR, and other departments to understand business trends and recommend data-driven improvements.
• Act as a finance partner to department leaders, supporting initiatives with financial impact analysis.

Systems & Process Improvement – 10%

• Contribute to ongoing enhancements in reporting systems and financial workflows.
• Assist in ERP/reporting tool optimization and data integrity efforts (e.g., NetSuite, Abila, NetSuite Analytics Warehouse).

Other – 5%

• Assist with monthly and quarterly financial presentations and board reporting as needed.
• Support financial audits and ensure GAAP-compliant reporting standards are upheld.

Requirements

MINIMUM QUALIFICATIONS

• Bachelor’s degree in finance, Accounting, Economics, or a related field.
• 4–6 years of experience in financial planning & analysis, corporate finance, or business analysis.
• Demonstrated experience supporting organization-wide budgeting and forecasting processes.
• Experience preparing financial reports and variance analyses for departmental or executive review.
• Strong proficiency in Microsoft Excel, including pivot tables, lookups, and model-building.
• Familiarity with ERP and financial systems, with a strong preference for NetSuite and Abila MIP.
• Ability to work effectively across diverse teams, including operations, program leaders, and administrative functions.
• Strong alignment with Relay Resources’ mission and values, including a commitment to disability inclusion, equity, and continuous improvement.
• Ability to operate with a high degree of accountability and independence in a flexible and remote-friendly environment.
• Excellent verbal and written communication skills, with an ability to translate financial information into clear, actionable insights.

PREFERRED QUALIFICATIONS

• Familiarity with business intelligence tools like Tableau, Power BI, and/or NetSuite Analytics Warehouse (NSAW).
• Exposure to nonprofit or mission-driven organizations.
• Demonstrated ability to translate complex financial data into business insights.
• Effective communicator who can engage both technical and non-technical audiences.

KNOWLEDGE, SKILLS, AND ABILITIES

• Advanced Excel and financial modeling capabilities.
• Knowledge of financial reporting standards and GAAP.
• Strong problem-solving and critical thinking skills.
• Ability to manage multiple priorities and meet tight deadlines.
• Team player with strong interpersonal and collaboration skills.
• Commitment to Relay Resources' values: Justice, Equity, Strengths, Impact, and Growth.

SCOPE & ACCOUNTABILITY

Performs duties with moderate supervision and growing autonomy. Prepares work that is reviewed by senior staff for accuracy and clarity.

SUPERVISORY RESPONSIBILITY

None, but may mentor junior cross-functional staff members on projects as needed.

WORK ENVIRONMENT & PHYSICAL DEMANDS

• Office environment.
• Remote work flexibility available.
• Must be able to attend periodic in-person meetings.

More about us

Relay Resources is a nonprofit organization based in Portland, OR, that employs more than 700 people, the majority of whom are people with disabilities. We cultivate meaningful work through services we provide to business and government customers, which include janitorial, landscaping, document services, and supply chain solutions. We also own and manage more than 900 units of affordable housing. We create value for our community by delivering quality services to our customers, good jobs to our employees, and affordable homes to our residents.

Equal Opportunity

Relay Resources is proud to be an Equal Opportunity Employer and we welcome everyone to our team/to apply. We are committed to a people-first, inclusive culture that benefits our employees, customers, and residents. Relay encourages a diversity of applicants of all backgrounds and identities including disability, race, color, religion, gender identity, national origin, political affiliation, sexual orientation, military service, marital status, parental status, age, and individuals with a Preferred Worker Card. Let us know if you need a reasonable accommodation during the application or interview process, or to perform the job you are applying for.

• Be the first to know about job openings! Sign up for our weekly job openings newsletter: https://relayresources.us14.list-manage.com/subscribe?u=a32c31aff84dac3640371a04f&id=5ea0cab7af

FINANCIAL ANALYST

Apply Here: https://secure4.entertimeonline.com/ta/6143013.careers?CareersSearch=&lang=en-US

• Location: 5312 NE 148th Ave, Portland, OR, 97230, United States
• Base Pay: $85000.00 - $96000.00 / Year
• Job Category: Finance, Full-Time
• Industry: Nonprofit, Social Enterprise
• Monday through Friday, Standard Business Hours
• Employee Type: Employee (W2 Exempt - FT)
• Manage Others: No

Contact information

• Name: Recruiting Department
• Phone: 503-261-1266
• Email: [email protected]

Description

Disabled people / people with disabilities and neurodivergent people are strongly encouraged to apply. Relay Resources is an Equal Opportunity Employer that strives to create a diverse workforce and an inclusive culture and believes each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent nor the organization to adjust the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.

ESSENTIAL FUNCTIONS

Financial Planning & Budgeting – 40%

• Support the annual budgeting process, partnering with department leaders to gather inputs and validate assumptions.
• Prepare quarterly forecasts and conduct scenario modeling.
• Maintain and improve budget templates, planning tools, and reporting dashboards.

Financial Analysis & Reporting – 30%

• Conduct monthly budget-to-actual analysis, identify key drivers of variance, and present findings to stakeholders.
• Develop and maintain financial models to support initiatives and investment decisions.
• Create and distribute internal financial reports and performance scorecards.

Cross-Functional Business Support – 15%

• Collaborate with Operations, HR, and other departments to understand business trends and recommend data-driven improvements.
• Act as a finance partner to department leaders, supporting initiatives with financial impact analysis.

Systems & Process Improvement – 10%

• Contribute to ongoing enhancements in reporting systems and financial workflows.
• Assist in ERP/reporting tool optimization and data integrity efforts (e.g., NetSuite, Abila, NetSuite Analytics Warehouse).

Other – 5%

• Assist with monthly and quarterly financial presentations and board reporting as needed.
• Support financial audits and ensure GAAP-compliant reporting standards are upheld.

Requirements

MINIMUM QUALIFICATIONS

• Bachelor’s degree in finance, Accounting, Economics, or a related field.
• 4–6 years of experience in financial planning & analysis, corporate finance, or business analysis.
• Demonstrated experience supporting organization-wide budgeting and forecasting processes.
• Experience preparing financial reports and variance analyses for departmental or executive review.
• Strong proficiency in Microsoft Excel, including pivot tables, lookups, and model-building.
• Familiarity with ERP and financial systems, with a strong preference for NetSuite and Abila MIP.
• Ability to work effectively across diverse teams, including operations, program leaders, and administrative functions.
• Strong alignment with Relay Resources’ mission and values, including a commitment to disability inclusion, equity, and continuous improvement.
• Ability to operate with a high degree of accountability and independence in a flexible and remote-friendly environment.
• Excellent verbal and written communication skills, with an ability to translate financial information into clear, actionable insights.

PREFERRED QUALIFICATIONS

• Familiarity with business intelligence tools like Tableau, Power BI, and/or NetSuite Analytics Warehouse (NSAW).
• Exposure to nonprofit or mission-driven organizations.
• Demonstrated ability to translate complex financial data into business insights.
• Effective communicator who can engage both technical and non-technical audiences.

KNOWLEDGE, SKILLS, AND ABILITIES

• Advanced Excel and financial modeling capabilities.
• Knowledge of financial reporting standards and GAAP.
• Strong problem-solving and critical thinking skills.
• Ability to manage multiple priorities and meet tight deadlines.
• Team player with strong interpersonal and collaboration skills.
• Commitment to Relay Resources' values: Justice, Equity, Strengths, Impact, and Growth.

SCOPE & ACCOUNTABILITY

Performs duties with moderate supervision and growing autonomy. Prepares work that is reviewed by senior staff for accuracy and clarity.

SUPERVISORY RESPONSIBILITY

None, but may mentor junior cross-functional staff members on projects as needed.

WORK ENVIRONMENT & PHYSICAL DEMANDS

• Office environment.
• Remote work flexibility available.
• Must be able to attend periodic in-person meetings.

More about us

Relay Resources is a nonprofit organization based in Portland, OR, that employs more than 700 people, the majority of whom are people with disabilities. We cultivate meaningful work through services we provide to business and government customers, which include janitorial, landscaping, document services, and supply chain solutions. We also own and manage more than 900 units of affordable housing. We create value for our community by delivering quality services to our customers, good jobs to our employees, and affordable homes to our residents.

Equal Opportunity

Relay Resources is proud to be an Equal Opportunity Employer and we welcome everyone to our team/to apply. We are committed to a people-first, inclusive culture that benefits our employees, customers, and residents. Relay encourages a diversity of applicants of all backgrounds and identities including disability, race, color, religion, gender identity, national origin, political affiliation, sexual orientation, military service, marital status, parental status, age, and individuals with a Preferred Worker Card. Let us know if you need a reasonable accommodation during the application or interview process, or to perform the job you are applying for.

• Be the first to know about job openings! Sign up for our weekly job openings newsletter: https://relayresources.us14.list-manage.com/subscribe?u=a32c31aff84dac3640371a04f&id=5ea0cab7af