Financial Analyst

Position: Financial Analyst

Reports to: Manager, Financial Planning and Analyst

Compensation*: Competitive starting salary $70,200 - $87,000 commensurate with skills and experience, Full Pay Range: $70,200 - $103,800

Employment Classification: Full Time, Exempt

Anticipated Start Date: End of April 2025

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. We are open to candidates who live throughout Oregon and Washington. The Financial Analyst is required to report to the office on a quarterly basis, at minimum, for company-wide All-Staff meetings. Additionally, participation in monthly on-site meetings with the Finance and Accounting Team is highly encouraged.

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 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 administration of grants and other new revenue streams, and financial grant reporting. The Financial Analyst must apply sound reasoning, backed by a technical foundation in generally accepted accounting principles.

This individual reports to the Manager of Financial Planning and Analysis.

This position is expected to report to the Portland office quarterly at a minimum for all staff and other in-person meetings

What You’ll Do:

· Collaborate with colleagues at all levels of our organization to become a go-to resource for understanding our cost, revenue, and operational dynamics.

· Conduct comprehensive analyses of financial outcomes, trends, risks, and vital performance metrics across the enterprise.

· Engage in regular forecasting and variance analysis while supporting budget holders in achieving their financial objectives.

· Make the most of Energy Trust’s enterprise financial planning and budgeting system.

· Act as a key contact for grant managers in overseeing the financial aspects of grants, including accounting, reporting, compliance, and financial planning. Work together with team members across other Finance functions as needed.

· Prepare a regular financial reporting package.

· Generate routine treasury reports for executives and Board members to review.

· Assist with grant reporting and invoicing tasks.

· Address ad-hoc data requests from leadership regarding financial performance and other fiscal information.

· Keep an eye on the effectiveness of internal controls while carrying out job duties.

· Collaborate with your peers in the Finance team to support daily operations, enhance systems and processes, share knowledge, and provide mutual coverage.

· Be a helpful resource for other Energy Trust staff by participating in cross-functional teams.

· Ensure that all job functions are performed safely.

· Take on any other job-related duties as assigned.

SUPERVISORY RESPONSIBILITY

· This role does not have any supervisory duties.

What You’ll Need:

· A Bachelor’s degree in finance or accounting is preferred, but we also value equivalent professional experience.

· We're looking for someone with at least 3 years of experience in a combination of budgeting, financial planning & analysis, cost accounting, grant accounting or preparing or auditing GAAP-compliant financial statements preferred

· Preference given to candidates with experience working with Basic SQL queries for data analysis, PowerBI development

· Advanced proficiency in software tools for financial analysis, reporting, grant accounting, and budgeting is essential, including ERP systems and MS Office applications.

· You should possess the ability to interpret and communicate insights gained from financial data effectively.

· Strong oral and written communication skills are vital, whether working remotely or in person.

· We're looking for someone who pays close attention to detail and values accuracy.

· It’s important to us that you can engage with a diverse workforce and feel comfortable collaborating in culturally varied environments.

The above information provides a snapshot of the key functions and position requirements for this job. It does not specify all the tasks that may be expected, nor does it address the performance standards that need to be upheld.

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 past 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. 

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 accommodations throughout the application, interviewing and employment process. If you require a 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.  

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

·        Read more about our benefits here