Financial Analyst

Position: Financial Analyst

Reports to: Manager, Financial Planning and Analyst

Compensation*: Competitive starting salary $70,200 - $87,000 commensurate with skills and experience, Full Pay Range: $70,200 - $103,800

Employment Classification: Full Time, Exempt

Anticipated Start Date: End of April 2025

Office Location: Portland Metro Area, Oregon, USA

BACKGROUND

About Energy Trust of Oregon

Energy Trust of Oregon is an independent nonprofit organization dedicated to energy efficiency and renewable energy development. We serve Oregon customers of Portland General Electric, Pacific Power, NW Natural, Cascade Natural Gas and Avista, and SW Washington customers of NW Natural. Year over year Energy Trust is recognized as one of the 100 Best Nonprofits to Work For in Oregon.

Our Vision

Clean, affordable energy for everyone.

Our Commitment to Diversity

We recognize the lack of diversity in our industry, and we actively seek to address it with our hiring and retention practices as well as our values. We believe every person and their lived experience is integral to building a vibrant culture and delivering effective services to all customers we serve. We are committed to the principles of diversity, equity and inclusion, and we encourage candidates with diverse backgrounds and experience to apply.

Our Location

Energy Trust provides for a range of work location options, including remote, hybrid and in-office work. We are open to candidates who live throughout Oregon and Washington. The Financial Analyst is required to report to the office on a quarterly basis, at minimum, for company-wide All-Staff meetings. Additionally, participation in monthly on-site meetings with the Finance and Accounting Team is highly encouraged.

What We’re Looking For:

This position is responsible for creating, developing, and maintaining a wide range of critical financial reports and analysis for Board, public and management use. The person in this position also plays a key role in developing utility funding models which are the basis for revenue negotiations with Energy Trust’s funding utilities. This position is responsible for collaborating with the Innovation and Development, Energy Programs, and other groups and individuals regarding the administration of grants and other new revenue streams, and financial grant reporting. The Financial Analyst must apply sound reasoning, backed by a technical foundation in generally accepted accounting principles.

This individual reports to the Manager of Financial Planning and Analysis.

This position is expected to report to the Portland office quarterly at a minimum for all staff and other in-person meetings

What You’ll Do:

· Collaborate with colleagues at all levels of our organization to become a go-to resource for understanding our cost, revenue, and operational dynamics.

· Conduct comprehensive analyses of financial outcomes, trends, risks, and vital performance metrics across the enterprise.

· Engage in regular forecasting and variance analysis while supporting budget holders in achieving their financial objectives.

· Make the most of Energy Trust’s enterprise financial planning and budgeting system.

· Act as a key contact for grant managers in overseeing the financial aspects of grants, including accounting, reporting, compliance, and financial planning. Work together with team members across other Finance functions as needed.

· Prepare a regular financial reporting package.

· Generate routine treasury reports for executives and Board members to review.

· Assist with grant reporting and invoicing tasks.

· Address ad-hoc data requests from leadership regarding financial performance and other fiscal information.

· Keep an eye on the effectiveness of internal controls while carrying out job duties.

· Collaborate with your peers in the Finance team to support daily operations, enhance systems and processes, share knowledge, and provide mutual coverage.

· Be a helpful resource for other Energy Trust staff by participating in cross-functional teams.

· Ensure that all job functions are performed safely.

· Take on any other job-related duties as assigned.

SUPERVISORY RESPONSIBILITY

· This role does not have any supervisory duties.

Requirements

What You’ll Need:

· A Bachelor’s degree in finance or accounting is preferred, but we also value equivalent professional experience.

· We're looking for someone with at least 3 years of experience in a combination of budgeting, financial planning & analysis, cost accounting, grant ac