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Perkins
Portland, OR | Full Time
$70k-85k (estimate)
0 Months Ago
Business Transitions Financial Analyst
Perkins Portland, OR
$70k-85k (estimate)
Full Time 0 Months Ago
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Perkins is Hiring a Business Transitions Financial Analyst Near Portland, OR

The work location for this role is flexible, but preference will be given to those located in the Western United States. We are not able to hire those who live outside the U.S.

What’s the role?

As Financial Analyst in our Business Transition & Succession (BTS) and Transaction Advisory Service practice areas, you’ll provide analysis and planning for shareholders of large, successful, privately held businesses. This could involve internal ownership transition, external third-party sale, advanced estate planning, etc.

You’ll be part of a collaborative team that works directly with clients and coordinates with legal, tax, and other consulting specialists. Key responsibilities and competencies include:

  • Creating personal and business financial models, analysis, and scenarios.
  • Composing client planning documents and new business proposals.
  • Reviewing and analyzing business, sale, contracts, and estate documents.
  • Assist with the design and implementation of transition, succession, and tax planning strategies.

What’s in it for you?

You’ll have the opportunity to learn directly from experienced advisors and assist successful business owners through a complex labyrinth of planning strategies. This is an exciting opportunity to join a seasoned team as we expand the practice and services.

Your days will consist of significant variety—multiple clients, unique personal and business situations, and complex planning challenges. You’ll work with our internal teams and external advisors to craft innovative solutions that make meaningful differences in the lives of our clients. Our work is both gratifying and enjoyable.

Of course, there’s also competitive pay, benefits, and perks (including remote work). Generally, the salary range is $70K - $90K annually. The recruiting team will be happy to discuss salary during your initial conversation, including variables such level of experience, any desire for reduced hours, bonuses, benefits, etc. Additional compensation may be available for those who live in areas with a higher cost of labor than Portland, OR.

What experience is needed?

Our ideal candidate is someone with an understanding of financial statements, tax returns, forecasting/modeling, personal financial planning, and business fundamentals. This person is passionate about providing excellent client service and developing client and coworker relationships. They’re also an expert at using Excel and adept at reviewing and understanding the client’s personal, family and business situation. A successful analyst will be organized, knowledgeable of the planning strategies and tools and is able to balance multiple concurrent projects.

Qualifications

  • Bachelor’s degree with a concentration in Accounting, Finance, or Financial Planning or an equivalent combination of experience and education.
  • 2 years of work experience in an accounting, finance, or financial planning role that includes creating financial models/forecasts.
  • Familiarity with financial statements, accounting, and taxation.
  • Experience reviewing business agreements, M&A agreements, and/or estate documents.
  • Strong Microsoft Office skills; expert level proficiency with Excel and advanced skills in Word.
  • Team-oriented; demonstrated ability to collaborate with a variety of departments.
  • Ability to communicate effectively both verbally and in writing.
  • Strong mathematical and analytical skills.
  • Demonstrated ability to independently manage time and work projects effectively, including establishing project goals, tracking status, and communicating results/recommendations with minimal supervision.
  • CPA, CFP or CFA credentials are not required, but would set a candidate apart.

If you’re still reading this and thinking, “Yes! This is perfect!”, please apply now to get the conversation started! We have an easy application process--no tedious form fields to fill out so it takes just a couple minutes.

Questions? Email Areena McLaughlin, Director of Recruiting, and Julie Brodell-Martin, Senior Recruiting Specialist, at careers@perkinsaccounting.com

Perkins & Co is an Equal Opportunity Employer

Job Summary

JOB TYPE

Full Time

SALARY

$70k-85k (estimate)

POST DATE

03/24/2023

EXPIRATION DATE

05/31/2023

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