21 Financial Planning Analyst Jobs in Portland, OR
Addepar is Hiring a Financial Planning Analyst Near Portland, OR
- Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.
We are a young, flexible and innovative company. Business insights and communication skills are a must as we need to both attract world-class talent and align the business operations with the exciting strategic and market future in front of us.
Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
The current range for this role is $75,000 - $94,000 (base salary) bonus equity benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
What You’ll Do
- Manage the standard and non-standard tier fee calculation process, striving for process automation and encouraging collaboration between Finance, Billing, and the Account Management team.
- Play a supporting role in the ongoing initiative to scale and improve efficiency in our quote-to-cash process.
- Support the Finance team during the month-end close process, including billing, ARR bookings, and updating business KPIs and P&L for monthly business review.
- Coordinate a specific category of company expenses or revenue and supply the development of the rolling quarterly financial plan (e.g., Marketing, Partnership & Alliance, and Investment Advisory Solutions).
- 1-3 years of experience in a financial analyst, consulting, investment banking position
- Strong focus on numbers and outcomes
- High attention to detail with an emphasis on understanding the underlying data
- Experience with B2B contracts and a basic understanding of base license fee versus tier fee calculation.
- Ability to collaborate optimally with all organizational levels, from clerical staff to executives, and serve as a liaison between Billing, Finance, and Account Management.
- Sophisticated proficiency in Excel/Sheets; familiarity with SQL and Looker/BI data is a plus
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.
Job Summary
Full Time
IT Outsourcing & Consulting
$70k-86k (estimate)
07/17/2024
09/11/2024
addepar.com
MOUNTAIN VIEW, CA
3,000 - 7,500
2009
Private
CHEN CHRISTOPHER
$10M - $50M
IT Outsourcing & Consulting
Related Companies
About Addepar
Addepar is a California-based wealth management platform that offers data aggregation, analytics, reporting, and related solutions for investment advisors.
The job skills required for Financial Planning Analyst include Planning, Initiative, Billing, Attention to Detail, Communication Skills, Collaboration, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planning Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planning Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Planning Analyst positions, which can be used as a reference in future career path planning. As a Financial Planning Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planning Analyst. You can explore the career advancement for a Financial Planning Analyst below and select your interested title to get hiring information.
Similar Jobs
Popular Articles
