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Financial Analyst
Financial AnalystThe Partners Group • Portland, OR, United States
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Financial Analyst

Financial Analyst

The Partners Group • Portland, OR, United States
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Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same.

TPG's success is driven by a culture that values partner ships. We're looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates.

Are you ready to join an amazing organization that has won too many "Employer of Choice" awards to list? Let's work together!

The Partners Group currently has an outstanding opportunity for a financial professional with strong analytical abilities to join our Accounting & Finance team as a Financial Analyst. This role is hybrid-eligible and can be based out of any of our four offices : Portland, OR, Renton, WA, Meridian, ID, or Bend, OR.

How you will make an impact at TPG

As a Financial Analyst, you'll play a key role in turning financial data into actionable insights that drive decision-making across the organization. From budgeting and forecasting to reporting and analysis, you'll help ensure the accuracy of our financial records and contribute to the company's overall success.

A typical day in this role

  • Partner with finance leaders to support the annual budget, forecasts, and financial planning
  • Prepare and analyze monthly, quarterly, and annual performance reports
  • Build and maintain financial models, dashboards, and other reporting tools
  • Audit revenue and expense allocations, investigate variances, and present findings
  • Provide financial insights and recommendations to business partners across departments
  • Support accounting and finance team projects and contribute to process improvements

Key details

Location : Portland, OR, Renton, WA, Meridian, ID, or Bend, OR; in-office with hybrid remote opportunities

Hours : 40 hours / week, Mon-Fri

Salary Range : $60,000-70,000 annually (DOE)

Physical Requirements : Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time.

Travel : Minimal, if any

Requirements

What you'll bring to the table

  • Bachelor's degree in Finance, Business Analytics, Accounting, or a related field required
  • Advanced Excel skills (pivot tables, Power Query, complex formulas, data modeling)
  • Strong attention to detail, accuracy, and ability to manage multiple priorities
  • Effective written and verbal communication skills with the ability to present data clearly
  • Curiosity and problem-solving mindset with a drive for quality and thoughtfulness
  • What will make you really stand out

  • Experience with SQL queries for data extraction and analysis
  • Familiarity with BI / data visualization tools (e.g., Power BI, Tableau)
  • Knowledge of GAAP and corporate financial reporting practices
  • Ability to balance independent work with collaboration across teams
  • Why join The Partners Group?

    At TPG, you'll be part of one of the largest independently owned insurance brokerages in the Pacific Northwest. We value collaboration, integrity, and putting clients first - all while supporting our team members with opportunities for growth, a hybrid work schedule, and a supportive, professional environment. This includes :

  • A rich benefits package including generous paid time off, medical and dental insurance, life and disability insurance, retirement plan, and employee stock purchase program
  • Support and development to cultivate your knowledge and continuing education to maintain or support your professional designations
  • Community Involvement perks, including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an all-company holiday volunteer day
  • Commitment To Diversity

    TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees have the opportunity to achieve their goals and meet the needs of our clients and the communities we serve. Embracing and encouraging a diverse range of perspectives makes us stronger, smarter, and more effective. The sum of our individual differences drives our culture, reputation, and achievements.

    Apply Today

    If this sounds like the right fit for your skills and experience, we'd love to hear from you! Jumpstart the application using your resume. While a cover letter is not required, we'd love to learn why you're interested in the opportunity to join us at TPG!

    PLEASE NOTE :

  • We are not accepting applications or inquiries from external recruiters or staffing agencies. Direct applicants only.
  • To be considered for this role, applicants must be authorized to work in the U.S. without sponsorship. We are not able to sponsor employment visas at this time.
  • The Partners Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

    This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

    We use E-Verify to confirm the identity and employment eligibility of all new hires.

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