FP&A Analyst (Portland, OR Hybrid)

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.

We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you're looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next FP&A Analyst to join our team.

The FP&A Analyst is part of our Finance department and will support strategic financial planning and forecasting, data analytics, preparing & validating financial models and plans in Excel and Power BI, performing ad-hoc financial analysis across a variety of business units, and performance attribution. The FP&A Analyst acts as a key resource within the finance department and also works closely with our business areas to develop key performance indicators and facilitate decision-making. The successful FP&A Analyst must be willing to learn, a highly motivated self-starter, a strategic thinker, and open to absorbing the nuances of managing & analyzing large data sets to draw meaningful conclusions. In addition to an exceptional analytical skillset, this FP&A position also requires an aptitude for financial analysis, accounting, and forecasting, and must have strong communication skills with the ability to collaborate effectively across business and functional areas of the company.

RESPONSIBILITIES:

• Assist in developing Company Annual Operating Plan and Strategic Plan (3 to 5-year financial plan), "what if" scenarios, and comparisons of results to plans
• Work with Business Unit leaders to build their annual operating plans and financial forecasts
• Work with various stakeholders, developing key performance indicators (KPIs), management reports, and dashboards
• Provide detailed analysis and commentary on overall company and specific business unit results
• Build and maintain models to project long-term growth plans, factoring in various business drivers and distilling complex information into actionable business insights
• Analyze financial and operational results to better understand company performance
• Analyze and interpret Financials and GL Account data for performance attribution and variances
• Provide support in the preparation of presentations for various stakeholders as needed, ensuring consistency of financial data and strategic and financial goals
• Assist in preparing business cases to support new investment, strategic and other business decisions
• Maintain sales data and prepare sales reports for senior management and other stakeholders
• Develop competitive intelligence capabilities and reporting
• Other projects/work as assigned

QUALIFICATIONS

• Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field
• 3-5 years of financial analysis experience in corporate Finance, FP&A, or Accounting
• Advanced excel skills and the ability to build, understand, and follow complex models
• Proficient in data modeling, data mining, econometric, and statistical procedures
• Power BI or Tableau experience a plus
• Strong verbal, written, and interpersonal skills
• Comfortable working collaboratively as part of a small team on a day-to-day basis
• Detail oriented, analytically savvy, and intellectually curious
• Capable of preparing and delivering accurate and logical presentations
• Financial services and/or insurance industry knowledge and experience preferred

JOB CONDITIONS AND ENVIRONMENT

• Hybrid work environment in Portland, OR offering a blend of virtual/work from home and onsite days designed to support flexibility
• Normal office environment/desk assignment
• Extensive use of PC's, computer terminal, display, keyboard, and mouse
• Extensive hands-on work with documents, spreadsheets, and other written documents
• Minimal Travel (>10%)

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary.

M Financial is proud to be an equal opportunity workplace.