Job Description

Delap, one of Oregon's largest locally owned accounting and financial services firms, delivers innovative and proactive financial solutions to businesses, business owners, and wealthy individuals. Delap provides a full range of services including Business Advisory, Assurance, Tax, IT Assurance, Wealth Advisory, Cybersecurity, Managed IT Services, and Client Recruiting across all industries to help clients meet their strategic goals and business needs.

We are proud to have been named by both Oregon Business Magazine & the Oregonian as a top workplace for multiple years, including being voted the #1 medium-sized company by the Oregonian (100-500 employees). We have been named the #6 Most Admired Company in Oregon and one of the Healthiest Employers in Oregon by the Portland Business Journal.

Our proactive approach, client-centric mindset, and team spirit proves our commitment to investing in the success of others – our clients, our employees, and our community.

We are seeking a highly engaged and adaptable Business Analyst to join our Business Advisory Service Line. This role is pivotal in supporting our service line by not only diving into the details when necessary but also driving projects forward to successful completion. You’ll work hands-on in the early stages of engagements, often focusing on process clean-up and deep analysis, before shifting to strategic, high-level advisory work that adds value for our clients.

The ideal candidate will demonstrate a strong commitment to seeing projects through from start to finish, possess the flexibility to pivot between tactical execution and strategic insight, and excel in building meaningful client relationships.

Delap Core Values:

• Engagement – Bring energy, excitement, and positivity to the job. Commit to high levels of quality and client service. Be willing to go above and beyond.
• Teamwork – Take time to teach, encourage, and support others. Effectively communicate and actively collaborate. Focus on team success.
• Adaptability – Seek opportunities to learn and continually improve. Request feedback and use it to grow. Adjust to challenges to necessary changes with flexibility.

Responsibilities:

• Client Engagement & Execution: Work alongside the service line team on client engagements, actively participating in both detailed clean-up efforts and high-level strategic initiatives.
• Process Improvement: Support the development and refinement of client processes, with an eye toward both immediate needs and long-term solutions that drive business value.
• Collaborative Content Development: Partner with team members to produce client-facing content, including presentations and reports that evolve as we move from detailed execution to strategic advisement.
• Project Ownership: Take an active role in owning aspects of client projects from start to finish, ensuring that tasks are executed efficiently, and goals are met within the designated timelines.
• Adaptability in Problem-Solving: Engage in a range of activities, from detailed problem-solving during clean-up phases to delivering actionable insights as client engagements mature.
• Client Relationship Building: Cultivate strong, long-lasting relationships with clients by understanding their unique needs and providing adaptable solutions that evolve as their business grows.

Requirements:

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
• An MBA or active CPA license is strongly preferred.
• 3-5 years of experience in business advisory, consulting, or a related professional services field.
• Strong communication skills, with the ability to engage clients and convey insights effectively.
• Demonstrated ability to manage both detailed, tactical tasks and broader strategic initiatives.
• A proactive mindset, with the ability to dig into challenges and see them through to resolution.
• Proven experience in building and maintaining client relationships.
• Proficiency in Microsoft Excel and other data analysis tools.
• Experience with QuickBooks, accounting systems, or financial modeling is a plus.

Why Join Us:

• Opportunity to contribute to a growing advisory service line within a fully integrated financial services firm.
• Engage with a wide range of clients across multiple industries, providing diverse and meaningful learning experiences.
• Be part of a team that values adaptability, client relationships, and the balance between execution and strategy.
• The firm offers a competitive compensation & benefit package that includes four weeks of PTO and a phenomenal 401(k)/Profit Sharing Plan. The target compensation for this role includes a range of $85,000 - $95,000.
• Collaborative work environment in a virtual environment. Flexible schedule.
• Positive emphasis on health & wellness, including frequent wellness challenges.
• Professional Development – we have an established Coaching program, leadership training to assist employees in finding, and cultivating their passion at Delap.

EEO Statement:

Delap LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Note:

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee will possess the skills, aptitudes, and abilities to perform each duty proficiently.

Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Job Tags

Similar Jobs