Principle Choice Solutions, LLC

Financial Assistant

Principle Choice Solutions, LLC  •  $50k - $80k/yr  •  Salem, OR (Onsite)  •  1 month ago
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Job Description

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.

Principle Choice Solutions, LLC

About Principle Choice Solutions, LLC

Founded in 2014, Principle Choice Solutions is a 100% Service-Disabled Veteran-Owned Small Business with its headquarters in Northern Virginia and locations across the United States. Our clients include both public and private organizations with end users in all 50 states. We offer diverse, client-centric healthcare business services in the U.S.

Despite our rapid growth over the years, we’ve maintained a small company atmosphere, building a culture and work environment that encourages and celebrates the success of each associate. By keeping associates at the forefront of leadership decisions, we have been able to align each individual’s personal development to their professional goals and with the company’s overall vision. This translates to an incredible team, able to satisfy the client’s unique objectives with solutions tailored to the client’s individual needs.

Our goal is to offer long-term benefits to clients while reducing operational dysfunction, and we do this by building collaborative relationships that extend beyond project completion.

Industry
Consulting & Advisory
Company Size
201-500 employees
Headquarters
Omaha, NE
Year Founded
2014
Website
principlechoice.com
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