Financial Assistant

Principle Choice Solutions LLC

Salem, OR

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JOB DETAILS

JOB TYPE

Full-time

SKILLS

Accounting, Analysis Skills, Budget Management, Budgeting, Business Administration, Certified Financial Planner (CFP), Commitment Letter, Communication Skills, Computer Systems, Copying Machines, Customer/Client Research, Data Visualization Tools, Detail Oriented, Federal Tax, Finance, Financial Analysis, Financial Modeling, Financial Operations, Financial Planning, Financial Planning and Analysis (FP&A), Financial Regulations, Financial Services, Financial Trend Analysis, Forecasting, Government Contracts, Interpersonal Skills, Investigative Reports, Life Insurance, Lift/Move 20 Pounds, Microsoft Excel, Military, Multitasking, Office Equipment, Office Suites, Operational Strategy, Organizational Skills, Privacy Controls, Problem Solving Skills, Process Improvement, Reconciliation, Residential Mortgages, State Tax, Strategic Planning, Team Player, Trend Analysis, United States Citizen, Variance Analysis

LOCATION

Salem, OR

POSTED

30+ days ago

PRINCIPLE CHOICE SOLUTIONS
Financial Assistant

POSITION PURPOSE
We are seeking a highly motivated entry-level Financial Assistant to join our dynamic team. The successful candidate will play a critical role in supporting Financial Planning and Analysis. Located in Salem, OR. This is a tentative position, contingent upon PCS being awarded the contract. A signed Letter of Commitment will be required, confirming the candidate’s intent to join the PCS team upon contract award.

ESSENTIAL FUNCTIONS

Financial Analysis: Conduct thorough financial analyses to identify variances, trends, and anomalies in company data.

Budget Support: Assist in the preparation and monitoring of budgets, forecasts, and financial plans.
Reporting: Develop, maintain, and improve financial models using Excel to support strategic initiatives and decision-making processes.
Data Reconciliation: Perform detailed reconciliations of financial data to ensure accuracy and completeness.
Variance Analysis: Investigate and report on significant variances between actual and budgeted figures, providing insights and recommendations.
Trend Analysis: Identify and analyze financial trends to support strategic planning and forecasting.
Process Improvement: Recommend and implement process improvements to enhance the efficiency and effectiveness of financial operations.
Travel will be expected: 25-50%

KNOWLEDGE & EXPERIENCE

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
Strong proficiency in financial modeling, analysis, and reporting.
Excellent analytical, problem-solving, and critical-thinking skills.
Strong attention to detail and accuracy.
Strong organizational skills and the ability to manage multiple priorities.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team in a fast-paced environment.
Proficient in Microsoft Excel and other Office Suite applications.
Experience with government contracting and related financial regulations.
Experience with data visualization tools and techniques.
Must possess one of the following certifications: CFP, ChFC, AFC.
Familiarity with military culture and associated financial topics to include - Blended Retirement system (BRS), Thrift Savings Plan (TSP), Service member Group Life Insurance (SGLI), State and Federal VA home loans, militarily special pay and incentives, and State and Federal tax exemptions/implications for military members in various duty statuses.
Experience with HR/Benefits, preferred.
Must be a U.S. citizen; work sponsorship is not available.

MACHINES & EQUIPMENT
The incumbent must be able to effectively operate the current computer system, telephone system, and other office machines such as a copier.

PHYSICAL REQUIREMENTS
Must be able to lift and carry up to 20 pounds. Must be able to talk, listen, and speak clearly on the telephone.

WORKING CONDITIONS
The ideal candidate must be capable of working onsite in Salem, OR. The anticipated start date of the contract is July 2026.

The incumbent works in an office environment that is not substantially exposed to adverse environmental conditions such as heat, cold, or extreme noise. Routine periods of being on the phone utilizing a headset, sitting and data keying are required. Periodic times working at the office site may be required.

Security and privacy training will be provided as part of this role to protect the confidentiality, integrity, and availability of PCS’ associate and customer data.

The above statements are intended to describe the general nature of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

About the Company

Principle Choice Solutions LLC

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