Senior Financial Analyst

Position: Senior Financial Analyst

Reports to: Manager of Financial Planning and Analysis

Starting Compensation: $88,800 - $112,800 commensurate with skills and experience

Full Pay Range: $88,800 - $136,700

Employment Classification: Full-Time

Anticipated Start Date: As soon as possible, position is open until filled

Office Location: Portland Metro Area, Oregon, USA

BACKGROUND

About Energy Trust of Oregon

Energy Trust of Oregon is an independent nonprofit organization dedicated to energy efficiency and renewable energy development. We serve Oregon customers of Portland General Electric, Pacific Power, NW Natural, Cascade Natural Gas and Avista, and SW Washington customers of NW Natural. Year over year Energy Trust is recognized as one of the 100 Best Nonprofits to Work For in Oregon.

Our Vision

Clean, affordable energy for everyone.

Our Commitment to Diversity

We recognize the lack of diversity in our industry, and we actively seek to address it with our hiring and retention practices as well as our values. We believe every person and their lived experience is integral to building a vibrant culture and delivering effective services to all customers we serve. We are committed to the principles of diversity, equity, and inclusion, and we encourage candidates with diverse backgrounds and experience to apply.

Our Location

Energy Trust provides for a range of work location options, including remote, hybrid and in-office work. This position will represent Energy Trust in public settings and potentially at community events. We are open to candidates who live throughout Oregon and Washington. The Senior Financial Analyst would be expected to report to the office on a quarterly basis, at minimum.

What We're Looking For:

This position is responsible for creating, developing, and maintaining a wide range of critical financial reports and analysis for Board, public and management use. The Senior Financial Analyst is integral to the financial planning process which requires the Analyst to respond quickly to requests and to meet very tight deadlines while maintaining a high degree of accuracy. The person in this position also plays a key role in developing utility funding models which are the basis for revenue negotiations with Energy Trust's funding utilities. This position is responsible for collaborating with the Innovation and Development, Energy Programs and other groups and individuals regarding the pursuit and administration of grants and other new revenue streams, including considerations around compliance with private, local, state, and federal fund requirements, billing and collections, and financial grant reporting. The Senior Financial Analyst must apply sound reasoning, backed by strong research capabilities and a technical foundation in generally accepted accounting principles.

This individual reports to the Manager of Financial Planning and Analysis

What You'll Do:

• Work effectively with all levels of the organization to become an internal expert on our organization's cost, revenue, and operational drivers.
• Perform enterprise-wide analysis of financial results, trends, reporting performance indicators.
• Perform financial planning and budget development including relating to Energy Trust staffing levels. Perform ongoing forecasting, variance analysis, and support budget managers as they manage against financial targets.
• Create, maintain, and document complex models, revenue requirement analyses, cost analysis, allocation methods, budget to actual variance analysis, reports, and templates, leveraging core financial systems. Utilize Energy Trust's enterprise financial planning and budgeting system to the greatest extent possible.
• Serve as the primary point of contact with grant managers for the financial administration of grants, including accounting, reporting, compliance, and financial planning. Collaborate with colleagues across other Finance functions as required.
• Create and communicate / present periodic financial reporting and budget presentations.
• Continuously monitor effectiveness of internal controls in the course of fulfilling job duties.
• Work closely with peers in the Finance team to support ongoing operations, improve systems and processes, share knowledge and provide cross coverage.
• Serve as a resource to other Energy Trust staff by participating in cross functional teams.
• Perform all functions of the job in a safe manner.
• Perform other job-related duties as assigned.

SUPERVISORY RESPONSIBILITY

This position has no supervisory responsibilities.

What You'll Need:

• Bachelor's degree in finance or accounting - or equivalent educational experience preferred.
• Professional certification such as a CPA, CMA, or similar certification, or an advanced degree in finance or accounting is preferred.
• Minimum 5 years' experience in a combination of budgeting, financial planning & analysis, cost accounting, grant accounting and preparing or auditing GAAP-compliant financial statements.
• Advanced skills and experience using software tools for financial analysis and reporting, grant accounting and budgeting, including ERP level and MS Office apps.
• Ability to derive and communicate information and knowledge from financial data.
• Excellent oral and written communication skills in a remote and in person setting.
• Must be able to interact with a diverse workforce and be comfortable working in culturally diverse settings and groups.

The above information is designed to outline the major functions and position requirements of this job. It does not identify all tasks that may be expected, nor address the performance standards that must be maintained.

What You'll Get:

• Health/dental/vision insurance
• Employer sponsored and paid life/disability
• 401(k) with a company contribution of 6% of your salary after 90 days of employment
• TriMet pass
• Access to health and dependent FSA/HSA accounts
• Generous paid vacation, holidays and sick days
• Paid volunteer hours
• Employee assistance program
• Career advancement opportunities
• Great colleagues and culture
• Flexibility to work from home and/or an office space at the Portland, OR location
• Work from home laptop provided

APPLICATION INSTRUCTIONS:

Don't meet every single requirement? Studies have shown that candidates from certain demographics are less likely to apply to jobs unless they meet every single qualification-for example, women and People of Color. At Energy Trust we are dedicated to building a diverse, inclusive, and authentic workplace-if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to apply. You may be the right candidate for this or other roles.

To apply please submit your resume and a cover letter.

Check out our open positions on our website

www.energytrust.org/About/careers .

Attn: Senior Financial Analyst

Energy Trust of Oregon is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodation throughout the application, interviewing and employment process. If you require reasonable accommodation, contact us. Energy Trust of Oregon is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.

Energy Trust is committed to pay equity. Energy Trust is committed to fair employment practices and non-discrimination, including pay equity for all employees. We do not discriminate on the basis of protected class (race, sex, veteran status, disability, age, color, religion, national origin, marital status, sexual orientation) in the payment of wages or screen applicants on the basis of their current or past compensation. We determine salary by completing a review of your application materials to evaluate your related education, experience and training.

Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, and certifications in the pay equity assessment to determine equitable salary placement. Candidates should expect compensation offers within the starting compensation range. The full pay range is included to show the earnings potential for this position with sustained high performance.

Classification: Exempt

Starting Compensation: $88,800 - $112,800

Full Pay Range: $88,800 - $136,700

www.energytrust.org