Job Description

Strategic Financial / Business Analyst - High-Growth Advisory Firm, Portland OR (Hybrid)

Join a Thriving Advisory Firm Serving Industry Giants in Organic Foods and Consumer Products.

Are you a data-driven problem solver with financial acumen and a passion for delivering measurable impact? Our client is a 50-year-old, female-led consultancy that helps large-scale food, consumer, and commercial products companies save tens of millions of dollars on their transportation-related spend. In just a few years, they’ve nearly tripled their revenue, driving many opportunities for professional growth.

This is a unique opportunity to work within a value-centered business with long-tenured employees that puts people and partnerships first. The last person Acumen placed in this role was promoted in under eight months and has advanced through the organization -- a testament to our client's growth runway and mentorship culture.

Perfect for analytically skilled, meticulously detailed professionals with backgrounds in accounting, finance, data analytics, accounting, operations, or legal. This is your chance to step into a high-impact role that directly shapes multimillion-dollar client decisions.

What You’ll Do 

As a Strategic Financial / Business Analyst, you’ll serve as a key advisor behind the scenes, translating high-volume, multi-source client data into strategic, actionable insights. Training is provided.

Key Responsibilities: 

• Analyze complex contracts and financial data.
• Prepare and interpret in-house reports while developing high-level summaries (very little ad-hoc reporting).
  • Fleet reports
  • Fleet utilization reports
  • Invoice reconciliation reports

• Leverage Excel and Access to organize, validate large datasets with high accuracy, catching nuanced errors and understanding the story behind the data.
• Database: optimize, streamline, and keep track of clients and units with some data entry.
• Build templates or process workflows.
• Collaborate with internal stakeholders and client teams via virtual meetings and calls.
• Assist with implementing process and reporting enhancements through modern tools, including AI-based automation.

 What You Bring      

• Precision and autonomy: Meticulous attention to detail and a high degree of accuracy with the ability to manage your own workstreams.
• A generalist’s mindset with capability to work across financial analysis, operations, and admin functions.
• A “team-first” attitude and collaborative orientation – willing to jump in when needed.
• Strong analytical thinking: You love solving complex problems with data and financial logic.
• Advanced Excel proficiency: Confident with VLOOKUP/XLOOKUP, PivotTables, complex formulas, and data visualization.
• Demonstrated experience owning end-to-end reporting or analysis cycles.
• Proficiency in relational databases, particularly Access – a plus.
• Tech-forward thinking: Able to adopt and apply AI tools (e.g., ChatGPT, Power Query, Microsoft CoPilot, macros) to increase reporting speed and accuracy.
• Backgrounds welcomed: Finance, accounting, legal support, operations, data analysis, or business services.

Compensation & Perks

• Base Salary: $65,000 – $80,000, depending on experience.
• Bonus: Performance-based, tied to individual and company success.
• Ability to own your function and a growth path through the organization.
• Benefits:
• Robust medical plan with minimal employee cost
• 401(k) with match
• Generous PTO policy

 Location & Work Environment

• Based in SE Portland, Oregon.
• Ideally in-office 3 days/week after training.
• Hybrid or fully remote, optional based on performance.

Procedure for Applying: To apply or see our other positions available, please go to Acumen Executive Search to submit a resume and brief cover letter indicating your interest in the opportunity. If our current open positions are not the right fit for you and you would like us to share relevant opportunities, please send your resume and a brief cover to info@AcumenExecutiveSearch.com. 

About Acumen: Established in 2007, Acumen Executive Search is a “Most Admired” company and is recognized as the leading certified woman-owned Executive Search Partner in the Pacific Northwest with a global clientele. We deliver high-impact results and higher than the national average retention rates while nurturing genuine long-term relationships. Acumen works shoulder-to-shoulder with our clients to provide customized, meaningful, and proven leadership solutions that empower organizational success. 

Keywords: Analyst, Strategic Analyst, Financial Analyst, Junior Analyst, Business Analyst, Data Analyst, Contracts, Customer Data, Fleet, Leasing, Advanced Excel, Access, Databases, AI tools, Data Interpretation, Leasing Consulting, Business Analyst Portland, Client Success, Forecasting, Profitability Analysis, Transportation, Cash Flow, ROI, Dashboards, Budget, Consulting, Advisory, Professional Services, Accounting, Finance, Operations