The Role
Analyze financial data, assist in budget preparation, report variances, and recommend process improvements while supporting financial operations.
Summary Generated by Built In
PRINCIPLE CHOICE SOLUTIONS
Financial Assistant
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%
- 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.
Skills Required
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field
- Must possess one of the following certifications: CFP, ChFC, AFC
- Strong proficiency in financial modeling, analysis, and reporting
- Excellent analytical, problem-solving, and critical-thinking skills
- Experience with government contracting and related financial regulations
- Experience with HR/Benefits
Principle Choice Solutions Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Principle Choice Solutions and has not been reviewed or approved by Principle Choice Solutions.
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Fair & Transparent Compensation — Pay is considered market-competitive for common roles, and postings clearly outline base rates alongside any contract-linked adders. Publicly visible salary ranges align with job ads, supporting clarity about typical pay bands.
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Healthcare Strength — Core medical, dental, and vision coverage is emphasized in employer materials and postings, with eligibility beginning shortly after hire in some units. Additional wellbeing supports such as EAP and mental health care are highlighted as part of the package.
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Leave & Time Off Breadth — Paid holidays, PTO, and separate sick time are described in postings and benefits pages, with some roles noting bereavement and volunteer time off. These elements indicate a time-off program that extends beyond a single PTO bucket.
Principle Choice Solutions Insights
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The Company
What We Do
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.
