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Associate Finance Analyst Jobs in Bend, OR (NOW HIRING)

Mainspring Wealth Advisors LLC

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Associate Financial Planner

Bend, OR · On-site

$72K - $78K/yr

Position Summary We are seeking an Associate Financial Planner for our wealth management office in ... Strong financial and analytical skills * Comfortable working in a support-oriented role with high ...

DataAnnotation

M&A Associate - AI Trainer

Bend, OR · Remote

$50 - $100/hr

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management * A current, in progress, or completed Master's and/or PhD is ...

H&R Block

Tax Associate

Bend, OR · On-site

$62K - $82K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Prineville, OR · On-site

$58K - $78K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Bend, OR · On-site

$62K - $82K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Bend, OR · On-site

$64K - $85K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Redmond, OR · On-site

$62K - $82K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

La Pine, OR · On-site

$57K - $76K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Sorren, Inc.

Assurance Senior/Supervisor

Bend, OR · On-site

$76K - $110K/yr

... associates and interns to foster efficiency and team growth Review workpapers prepared by ... Analyze financial statements and disclosures for errors or omissions Prepare client correspondence ...

Capstone

Senior Tax Assoicate

Redmond, OR · On-site

$86K - $107K/yr

Analyze financial information to determine tax liabilities and deductions * Review client documents for accuracy and completeness before filing * Provide exceptional customer service by addressing ...

Capstone

Senior Tax Assoicate

Redmond, OR · On-site

$58K - $75K/yr

Analyze financial information to determine tax liabilities and deductions * Review client documents for accuracy and completeness before filing * Provide exceptional customer service by addressing ...

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Showing results 1-20

All JobsAssociate Finance Analyst JobsAssociate Finance Analyst Jobs in Bend, OR

Associate Finance Analyst information

See Bend, OR salary details

$30.6K

$77.7K

$132.4K

How much do associate finance analyst jobs pay per year?

As of Aug 20, 2026, the average yearly pay for associate finance analyst in Bend, OR is $77,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,100.00 and $86,000.00 per year, depending on experience, location, and employer.

What does an associate finance analyst do?

An Associate Finance Analyst typically assists in analyzing financial data, preparing reports, and supporting budgeting and forecasting processes for an organization. They work closely with senior analysts and other finance team members to interpret financial information, identify trends, and help make recommendations for business decisions. Their responsibilities may also include reconciling accounts, performing variance analysis, and ensuring compliance with financial regulations. This entry-level role is ideal for individuals looking to build a career in finance and develop analytical and problem-solving skills.

What types of projects and responsibilities can an associate finance analyst expect during their first year on the job?

As an Associate Finance Analyst, you can expect to work on a variety of projects such as budgeting, forecasting, and financial reporting. Early responsibilities often include analyzing financial data, preparing reports for senior analysts or managers, and assisting with variance analysis. You'll likely collaborate closely with cross-functional teams like accounting and operations to gather data and provide insights. Over time, you'll gain exposure to more complex analyses and may have opportunities to present findings to leadership, which is valuable for career growth.

What are the key skills and qualifications needed to thrive as an associate finance analyst, and why are they important?

To thrive as an Associate Finance Analyst, you need a solid grasp of financial principles, data analysis, and a relevant degree in finance, accounting, or a related field. Familiarity with financial modeling tools, Microsoft Excel, and financial reporting systems like SAP or Oracle is typically expected. Strong attention to detail, analytical thinking, and effective communication are standout soft skills in this role. These skills and qualities are crucial for delivering accurate financial insights and supporting sound business decisions.

What is the difference between Associate Finance Analyst vs Financial Analyst?

AspectAssociate Finance AnalystFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; some roles may require internshipsBachelor's degree; often preferred to have certifications like CFA or CPA
Work EnvironmentEntry-level, team-based, supporting senior analystsMore independent, involved in detailed financial analysis and reporting
Employer & Industry UsageCommon in finance departments, investment firms, corporate financeWidely used across finance, investment banking, corporate finance, and consulting

The main difference between an Associate Finance Analyst and a Financial Analyst lies in experience level and responsibilities. Associate Finance Analysts are typically entry-level, supporting senior staff, while Financial Analysts handle more complex analysis independently. Both roles require similar educational backgrounds, but Financial Analysts often pursue additional certifications and have more advanced responsibilities.

What are the most commonly searched types of Finance Analyst jobs in Bend, OR?

The most popular types of Finance Analyst jobs in Bend, OR are:

What cities near Bend, OR are hiring for Associate Finance Analyst jobs?

Cities near Bend, OR with the most Associate Finance Analyst job openings:

Associate Finance Analyst jobs near you

Associate Financial Planner

Mainspring Wealth Advisors LLC

Bend, OR • On-site

$72K - $78K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

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Job description

Position Summary

We are seeking an Associate Financial Planner for our wealth management office in Bend, Oregon. Candidates who thrive in a small team environment and want to be involved in all aspects of the business are of high interest to us. At Mainspring Wealth Advisors, we emphasize care for our clients and are looking for planners who not only want to learn from our experienced advisors but also want to focus on strengthening our existing client relationships. Candidates who fit into our firm and culture will desire to be in a boutique environment, embrace technology, and work as a collaborative team.

Position Overview

This is a professional position that will primarily focus on supporting one of the Financial Planners directly in managing existing and new client relationships. You will be expected to assist in various projects, including portfolio reviews and preparing financial projections using Microsoft Office and company software. An adaptive and in-depth understanding of computer skills is essential for the position. Working knowledge of portfolio allocation, investment management, and general financial planning is expected. The Financial Planner will be available to provide mentoring and big picture direction, but you are expected to have the foresight and ability to work independently and anticipate any questions or needs from our clients and team.

Initial Responsibilities:

  • Assist Financial Planner in preparing for and conducting client meetings with attention to detail and accuracy.
  • Involvement in all aspects of pre-client meeting activities, such as data gathering, preparation of meeting agendas, client paperwork, asset allocation, as well as post-client meeting tasks, including performing financial situation analysis, and coordinating planning implementation with outside professionals if necessary.
  • Interact with clients over the phone and in person.
  • Assist Financial Planner with appropriate support team members to achieve group goals.

Potential Future Responsibilities:

  • Assist in trading and rebalancing of client investment accounts.
  • Deliver financial planning advice for high-net-worth clientele.
  • Develop and manage ongoing client relationships independently.
  • Provide input on the strategic plan and direction of the company.

Key Qualifications:

  • Bachelor’s Degree (B.A. or B.S.)
  • FINRA registration, including SIE, Series 7, and Series 66 (or FINRA-recognized equivalents)
  • CFP ® or other industry designations/credentials a plus
  • Highly detail‐oriented and process‐driven, with the ability to maintain organized systems, follow workflows, and ensure consistency in execution.
  • Proactive, service-minded, and comfortable supporting a wide range of needs
  • Resource‐oriented mindset skilled at locating answers, tools, and guidance
  • Strong interpersonal and written communication skills
  • Effective problem solver with a collaborative, team-first mindset
  • Strong financial and analytical skills
  • Comfortable working in a support-oriented role with high visibility and impact
  • Able to work independently and keep the Financial Planner aware of progress and hurdles.

Mainspring Wealth Advisors LLC

25 NW Irving Avenue, Bend, OR 97703-2011

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Mainspring Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. For use with financial professionals only.

Company Description

Mainspring Wealth Advisors, LLC is a fast-growing wealth management office with multiple locations in the Puget Sound area. At Mainspring Wealth Advisors LLC, we emphasize care for our clients, both internal and external, and are looking for candidates that not only want to learn from our experienced advisors, but also want to focus on strengthening our client relationships.