Financial Analyst in Portland, Oregon at Trinity Episcopal Cathedral

At Trinity, our red doors are open wide for everyone. We are an historic and vibrant spiritual home in downtown Portland, rooted in radical hospitality—an openness that extends from the cathedral to every corner of our community. We are an affirming church, joyfully embracing and including people of every ethnicity, sexual orientation, gender identity and expression, socio-economic circumstance, and religious background in all our ministries. Our life together is centered on seeking God through worship, learning, and dedicated service to Portland and the world.

The Financial Analyst plays a critical role in the responsible stewardship of the resources that sustain our mission, ensuring the financial integrity required to deliver on our values of social justice and deep inclusion.

The Financial Analyst will be a key member of the administrative team, responsible for providing in-depth financial analysis, budgeting, and reporting to support the Cathedral’s strategic decision-making, endowment management, and responsible stewardship of all funds. This position works closely with the Dean, Treasurer, Finance Committee, and Endowment Board.

Responsibilities:

• Lead the preparation, coordination, and management of the annual operating budget in collaboration with department heads and clergy.
• Conduct monthly and quarterly variance analysis (Budget vs. Actual) and provide clear, narrative explanations to the Finance Committee and Cathedral Chapter (Vestry).
• Develop and maintain financial models to project cash flow, assess program sustainability, and support capital project planning.
• Maintain the integrity of the general ledger and ensure accurate classification of revenues and expenses according to fund accounting principles (unrestricted, temporarily restricted, and permanently restricted).
• Assist the Treasurer with the preparation of monthly financial statements, including Statement of Financial Position and Statement of Activities.
• Monitor investment activity and generate reports for the Endowment Board, ensuring compliance with all donor restrictions and gift agreements.
• Serve as a primary contact and prepare necessary schedules, workpapers, and documentation for the annual external audit.
• Ensure compliance with all diocesan, state, and federal financial reporting requirements specific to non-profit and religious organizations, including assisting with Form 990 preparation.
• Review and recommend improvements to internal financial controls and accounting procedures.
• Provide sophisticated financial analysis for specific initiatives, such as donor stewardship campaigns, grant opportunities, and facility usage/rental profitability.

• Bachelor’s degree in Accounting, Finance, or a related field.
• 3 years of experience in financial analysis, fund accounting, or public accounting. Direct experience within a non-profit or faith-based organization is highly preferred.
• Advanced proficiency in Microsoft Excel (VLOOKUPs, pivot tables, complex financial modeling).
• Proficiency with non-profit accounting software (e.g., QuickBooks, NetSuite, or Realm) and general ledger management.
• Exceptional analytical, organizational, and problem-solving skills with meticulous attention to detail.
• Ability to handle confidential information with the highest level of integrity and discretion.
• Alignment with Trinity's core values of radical hospitality and inclusion, demonstrating respect and professionalism with all members of our diverse community.
• Strong communication skills, with the ability to clearly present complex financial data to non-financial staff, clergy, and lay leaders.