Finance Business Partner

FinStrat Management, Inc.

. Lead and coordinate cross-functional finance and accounting projects from initial requirements gathering through implementation .

Posted 10/14/2026full-timePortland • Oregon • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in project management within finance and accounting, with a strong focus on stakeholder engagement, data analysis, and process improvement. Proficient in utilizing advanced tools like Excel and business intelligence platforms to drive operational efficiency and support decision-making.

Highest-signal resume keywords

Project ManagementFinancial AnalysisStakeholder EngagementMicrosoft Excel ProficiencyQuickBooks Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementFinancial AnalysisData AnalysisProcess ImprovementAccounting ConceptsBusiness ProcessesERP SystemsReporting ToolsAI ToolsBusiness Intelligence

Soft Skills

Communication SkillsOrganizational SkillsProblem-Solving SkillsSelf-DirectedCollaboration

Tools & Technologies

Microsoft ExcelQuickBooksPower BIBusiness Intelligence ToolsAI Tools

Industry Keywords

FinanceAccountingProfessional ServicesConsultingMulti-Client Environment

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Lead and coordinate cross-functional finance and accounting projects from initial requirements gathering through implementation
Work with client stakeholders and internal finance teams to understand business needs, identify requirements, and define project objectives
Coordinate resources across client organizations and internal teams
Translate business requirements into project plans, action items, and deliverables
Track project progress, identify issues or roadblocks, and follow up to keep initiatives on schedule
Support accounting system and process changes, QuickBooks restructuring, sales tax technology implementations, reporting improvements, and other finance-related initiatives
Serve as a trusted extension of finance leadership and provide visibility into operational activities and projects
Attend operational, pricing, and cross-functional meetings on behalf of finance leadership when needed
Build stakeholder relationships and facilitate collaboration
Capture, organize, and synthesize meeting information, including decisions, risks, and follow-up actions
Coordinate between leadership, clients, and internal finance/accounting resources
Analyze financial and operational data to identify trends, issues, opportunities, and improvements
Use Excel and business intelligence tools to organize and analyze information and support decision-making
Leverage AI tools to improve research, analysis, documentation, and project execution
Identify opportunities to improve financial processes, systems, reporting, and operational efficiency
Provide finance leadership with greater visibility and leverage across the organization and client companies

Requirements

What you’ll need

5+ years of professional experience, preferably in finance, accounting, or a related business function
Demonstrated experience managing projects or initiatives involving multiple stakeholders or teams
Strong understanding of finance and/or accounting concepts and business processes
Strong analytical and problem-solving skills with a genuine interest in working with data
Advanced proficiency with Microsoft Excel and comfort working with large or complex datasets
Strong written and verbal communication skills, with the ability to communicate effectively with both individual contributors and senior leadership
Highly organized with strong follow-through and the ability to manage multiple priorities simultaneously
Self-directed and comfortable operating with limited day-to-day supervision
Comfortable asking questions, seeking out information, and proactively engaging stakeholders to move projects forward
Experience with QuickBooks or other accounting/ERP systems
Experience with Power BI or other business intelligence and reporting tools
Experience working on finance, accounting, ERP, systems implementation, or process-improvement projects
Familiarity with modern AI tools such as Claude, ChatGPT, or similar platforms
Experience working in a professional services, consulting, or multi-client environment

Benefits

Comp & perks

Compensation commensurate with experience
Flexible work schedule
Unlimited vacation
Medical, dental, and vision insurance
Ongoing education and training
Bonuses and profit-sharing