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Financial Operations Specialist in Portland, OR at CLEAResult

Date Posted: 6/1/2018

Job Snapshot

  • Employee Type:
  • Location:
    Portland, OR
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

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Job Description Summary

Financial Operations Team Member needed to help with onboarding of new Energy Efficiency contracts. Responsible for Invoicing (transaction management & compilation), Client/Program Financial analysis, Program KPI support, and possible cash payments investigation. Provide support for Northwest Financial Operations team in beautiful office setting in downtown Portland.

Job Description

  • Prepares and delivers invoices for recently acquired energy efficiency business , using inputs from multiple data sources and aligns with contractual terms and accounting guidance
  • Ensures invoices comply with all contract terms and conditions
  • Assists with managing program data and conducts financial analysis, including forecasting
  • Conduct variance analysis & reconciliations to both forecasts and contractual program budgets
  • Acts as a liaison between Operations and Corporate Accounting organization to answer questions and research issues.
  • Protects organization's value by keeping information confidential.
  • Drives process improvements, addresses system functionalities
  • Enter contracts into system of record; make timely and accurate changes and amendments
  • Assist in researching and answer inquiries and identifying potential solutions where appropriate.
  • Conduct ad hoc financial analysis and reporting as requested.  Interpret results.
  • Produce process documentation and identify downstream dependencies
  • Perform timely and insightful financial analysis to determine progress against strategic plan, budget, forecast, and to ensure integrity of the invoices
  • Other duties and projects as assigned
  • Deadline-Oriented
  • Time Management/Prioritization Skills
  • Ability to read and understand contractual agreements
  • Attention to Detail
  • Good communication skills
  • Possess the ability to work both independently and as part of a cross functional team when needed.

Additional Job Description

  • Proficient computer skills including advanced Microsoft Excel knowledge (pivot tables, vlookups)
  • End user-level experience with major ERP systems desired (Workday)
  • Applies these principles to analyze financial information and prepare financial reports.

As an Equal Opportunity Employer, we are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant’s race, color, religion, national origin, marital status, age, disability, protected veteran status, sexual orientation or any other protected status.

The above job description and job requirements are not intended to be all inclusive. CLEAResult retains the right to make changes or adjustment to job descriptions and/or job requirements at any time without notice.