Financial Analyst - Hybrid

Relay Resources

Salary: $95k - $105k
Experience: 4+ yrs
Location: Portland, Oregon, United States
Job type: Full-time

Required skills

Microsoft Excel
Pivot tables
Lookups
Model-building
NetSuite
Abila MIP
Tableau
Power BI
ERP systems

About the role

Description

Not just work. Meaningful work.

Relay Resources is an Equal Opportunity Employer that strives to create a diverse workforce and an inclusive culture and believes each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent nor the organization to adjust the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.

Disabled people / people with disabilities and neurodivergent people are strongly encouraged to apply!

Relay Core Competencies

Focus on Strengths
Prioritize Informed Action
Communicate Clearly
Champion Disability Inclusion
Build Supportive Relationships

JOB SUMMARY

The Financial Analyst is responsible for supporting the organization’s budgeting, forecasting, financial modeling, and analysis efforts. This position requires minimum two days in the office. This role partners closely with the Director of Finance and department leaders to deliver timely, data-informed insights that drive strategic and operational decision-making. The position is ideal for a highly analytical and motivated finance professional looking to grow into a future FP&A Manager role.

ESSENTIAL FUNCTIONS

Financial Planning & Budgeting

Support the annual budgeting process, partnering with department leaders to gather inputs and validate assumptions.
Prepare quarterly forecasts and conduct scenario modeling.
Maintain and improve budget templates, planning tools, and reporting dashboards.

Financial Analysis & Reporting

Conduct monthly budget-to-actual analysis, identify key drivers of variance, and present findings to stakeholders.
Develop and maintain financial models to support initiatives and investment decisions.
Create and distribute internal financial reports and performance scorecards.

Cross-Functional Business Support

Collaborate with Operations, HR, and other departments to understand business trends and recommend data-driven improvements.
Act as a finance partner to department leaders, supporting initiatives with financial impact analysis.

Systems & Process Improvement

Contribute to ongoing enhancements in reporting systems and financial workflows.
Assist in ERP/reporting tool optimization and data integrity efforts (e.g., NetSuite, Abila, NetSuite Analytics Warehouse).

Other

Assist with monthly and quarterly financial presentations and board reporting as needed.
Support financial audits and ensure GAAP-compliant reporting standards are upheld.

Requirements

MINIMUM QUALIFICATIONS

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
4–6 years of experience in financial planning & analysis, corporate finance, or business analysis.
Demonstrated experience supporting organization-wide budgeting and forecasting processes.
Experience preparing financial reports and variance analyses for departmental or executive review.
Experience with pricing analysis
Proficiency in Microsoft Excel, including pivot tables, lookups, and model-building.
Familiarity with ERP and financial systems, with a strong preference for NetSuite and Abila MIP.
Ability to work effectively across diverse teams, including operations, program leaders, and administrative functions.
Strong alignment with Relay Resources’ mission and values, including a commitment to disability inclusion, equity, and continuous improvement.
Ability to operate with a high degree of accountability and independence in a flexible and remote-friendly environment.
Excellent verbal and written communication skills, with an ability to translate financial information into clear, actionable insights.

PREFERRED QUALIFICATIONS

Familiarity with business intelligence tools like Tableau or Power BI.
Exposure to nonprofit or mission-driven organizations.
Demonstrated ability to translate complex financial data into business insights.
Effective communicator who can engage both technical and non-technical audiences.

KNOWLEDGE, SKILLS, AND ABILITIES

Advanced Excel and financial modeling capabilities.
Knowledge of financial reporting standards and GAAP.
Problem-solving and critical thinking skills.
Ability to manage multiple priorities and meet tight deadlines.
Team player with strong interpersonal and collaboration skills.
Commitment to Relay Resources' values: Justice, Equity, Strengths, Impact, and Growth.

SCOPE & ACCOUNTABILITY

Performs duties with moderate supervision and growing autonomy. Prepares work that is reviewed by senior staff for accuracy and clarity.

SUPERVISORY RESPONSIBILITY

None, but may mentor junior cross-functional staff members on projects as needed.

WORK ENVIRONMENT & PHYSICAL DEMANDS

Office environment
Hybrid work schedule
Must be able to attend periodic in-person meetings

About Relay Resources

Non-profit social enterprise providing employment, housing, and business services.

This page is fully interactive when JavaScript is enabled. Please enable JavaScript to apply or browse related roles.