Client Financial Analyst
Description
Job Title: Client Financial Analyst
Group/ Team: Client Services Delivery Operations / Pricing and Financial Operations
Reports To: Sr. Director, Finance Business Operations
Location: Beaverton, OR
Employment Type: Full-Time, Exempt
Travel Requirements: 10-20%
WHO WE ARE
Opus Agency partners with world-shaping brands like Amazon, Google, Microsoft, and Salesforce to catalyze movements through shared experiences. Crafted through our end-to-end capabilities and propelled from the epicenter of events, content, and community, these experiences are renowned for accelerating momentum—and success—for everyone involved.
Built across four decades, we scale excellence at the forefront of focused strategy, fearless creativity, emerging technology, and agile delivery. Today, as the flagship of The Opus Group, our team members are outperforming from hubs throughout the United States, in the heart of London, and around the world.
If you embody our cultural pillars—if you can bring versatility, embody optimism, elevate integrity, catalyze curiosity, and own excellence—then join us in fueling the future of brand movements.
WHAT WE ARE LOOKING FOR
The Client Financial Analyst is responsible for managing and implementing strategic financial processes and procedures for client programs, driving financial infrastructure organization, and closely interfacing with agency teams for the success of each client program and event. This role also owns and drives client event budgets while working with various stakeholders, internal and external, who are involved with the program.
YOU SHOULD HAVE
- 2 years minimum related experience
- Preferred Bachelor’s degree in either Accounting or Finance
- Strong financial management
- Proficient in excel
- Excellent written and verbal communication skills
- Demonstrates effective negotiation techniques
- Strong analysis and judgment skills
- Accept changes with short notice and tolerate frequent interruptions.
- Demonstrated experience working independently and as part of a team.
- Prioritize, manage multiple projects, and effectively perform within tight time constraints.
- Successfully perform in high stress, fast-paced environment.
- Excellent judgment and decisiveness, high integrity, enthusiasm, diplomacy, and tact.
ESSENTIAL RESPONSIBILITIES
- Financial budget accountability to client and department on management of assigned programs
- Create budgets for new programs and clients
- Analyze data, financial data and non-financial data, and succinctly present results to colleagues and clients
- Interface with project leads and account executives to launch new clients
- Create, establish, and help implement financial best practices, streamlined efficiencies and program enhancements
- Drive growth of existing clients through solid delivery and performance
- Increased efficiencies gained through experience and expertise
- Coordination, preparation, and compilation of data / information for clients
- Maintain and expand industry knowledge, financial and event management, by attending educational workshops or classes; reviewing related publications; establishing networks
- Develop and maintain communications in a cooperative and professional manner with all levels of staff and customers
- Conceptualize and help implement strategic enhancements of client programs
- Other duties may be assigned to meet business needs
SUPERVISORY RESPONSIBILITIES
This position has no supervisory responsibilities
Other Skills and Abilities
LANGUAGE SKILLS
- Ability to read, analyze, and interpret technical procedures and contracts. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from group of managers, clients, and customers. Ability to understand and interpret budgets and financial reports. Ability to explain basic financial matters to others.
MATHEMATICAL SKILLS
- Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Ability to create, monitor, and understand budgets, debits, credits etc.
COMPETENCIES
- Adaptability/Flexibility
- Detail Orientation/Quality Focus
- Interpersonal Communication
- Ethics, Integrity, Values
- Time Management
- Analytical Skills
- Solutions oriented and creative problem solver
What You Can Expect in Return
- Full time position
- Opportunities for growth and development
- Health & Dental Insurance (choice of plans)
- 100% Employer paid short-term disability and life insurance
- Opportunity to elect additional life insurance and LTD insurance at employee expense
- Paid parental leave
- Opportunity to contribute pre-tax dollars to flexible spending accounts
- 401(K) with employer match
- Flexibility in work schedules
- Generous time off
How We’ll Take Care Of You
Our job titles may span more than one career level. The starting salary for this role is between $63,000 and $75,000. Our salary ranges are based on third-party national average market compensation analysis. The actual salary is dependent upon many factors, such as: training, transferable skills, work experience, business needs, and market demands. The salary range is subject to change and may be modified in the future.
NOT SURE IF YOU SHOULD APPLY?
Studies show that those identifying as under-represented individuals might have talked themselves out of applying at this point. Don’t worry about checking every single box. At Opus Agency, we are dedicated to building a diverse, inclusive, and authentic team – so if you’re excited about this role, but your past experience doesn’t align perfectly with every single qualification in this job description, we encourage you to apply anyway. You may just be the right candidate for this role or we may have other roles that better align with your skillset.
Physical Requirements:
Individuals will be required to sit for the majority of the day and will be required to stand as needed. May require walking primarily on a level surface for periodic periods throughout the day. Reaching above shoulder heights, below the waist or lifting as required to file documents or store materials throughout the workday. Proper lifting techniques required. Individuals will be required to travel via airplane, train, taxi, car and/or other means of transportation as needed.
The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.
OTHER DUTIES AND ACKNOWLEDGEMENT
The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the employee/ candidate a general sense of the responsibilities and expectations of the position. Duties, responsibilities, and activities may change at any time with or without notice. This does not create an employment contract, implied or otherwise, other than an "at will" relationship. This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Opus Agency does not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. All employment is decided based on qualifications, merit, and business need. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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