Sr. Strategic Financial Analyst
Insight Global - Lake Oswego, OR
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Job Description A client of Insight Global is seeking a senior-level Strategic Financial Analyst for a client in Lake Oswego, OR. This is a position that works in a fast-paced environment across a broad range of areas, including Treasury, Investor Relations and ad hoc project analysis. The ideal candidate will have industry experience with Treasury, investment banking or Investor Relations. This individual will support the Director of Finance and Treasurer while also providing support to the Head of Investor Relations with strategic financial guidance to communicate to company executives. Primary Responsibilities: u2022Identify and understand key business drivers across multiple business units. Effectively articulate the issues and recommend solutions and alternatives u2022Support quarterly treasury activities, including covenant reporting, reconciling FX hedging activities and other ad hoc requests u2022Maintain and analyze cash forecasts to support companywide liquidity needs which will require engagement with key business leaders across multiple business units. u2022Assist with quarterly preparation of materials for the Board of Director and Committee meetings. u2022Support the Head of Investor Relations in the preparation of quarterly earnings materials, Including investor presentations, analysis of financial results, and messaging for investors and analysts u2022Assist the Director of Finance and Treasurer with various strategic projects, which includes contributing to the multi-year planning process, analyses related to capital allocation, M&A activities, calculating investment returns and other ad hoc projects u2022Provide analytical support or preparation of materials for any debt financing or capital raises u2022Partner with the Treasury Manager to support day-to-day treasury operations and initiatives u2022Act as a partner to business unit staff by monitoring and pinpointing ways to enhance unit workflow and process improvements. When necessary, this position must communicate these recommendations to the business units, supporting and driving a culture of continuous improvement u2022Develop financial models and projections to support planning, forecasting, and strategic decision-making u2022Perform research and analysis as required u2022Ensure compliance with financial guidelines, company policies and relevant legal regulations u2022Complete financial analyses and other projects accurately and timely u2022Perform ad hoc Treasury and Investor Relations related requests u2022Accountable for problem-solving, account analysis and writing commentary and analytical summaries We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: Skills and Requirements u2022u2003Bachelor's degree in accounting or finance is required; MBA is preferred u2022u2003Excellent interpersonal, organizational and communication skills required u2022u20033-5 years of relevant work experience with a focus on finance and analysis u2022u2003Strong computer skills with an ability to learn a variety of systems and applications, including OneStream, D365, FactSet and CapitalIQ u2022u2003Proficiency in Microsoft Office applications with a focus on Excel u2022u2003Ability to think creatively to solve problems Specific Skill/Experience Requirements: u2022u2003Exhibit proficiency in business principles, theories and concepts u2022u2003Display knowledge in multiple business areas (e.g., financial analysis, capital allocation, operations, human resources, marketing, etc.) u2022u2003Possess a desire to learn and understand the
Created: 2026-02-04