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Cfa Jobs in Portland, OR (NOW HIRING)

Senior Consulting Analyst, Team Lead

Portland, OR ยท On-site

$87K - $108K/yr

CFA or MBA achieved or in-progress a plus * Proficiency in Microsoft Suite is required * Expert in relevant Standard Operating Procedures (SOPs) and a proven leader in promoting best practices

Senior Consulting Analyst, Team Lead

Portland, OR ยท On-site

$90K - $112K/yr

CFA or MBA achieved or in-progress a plus * Proficiency in Microsoft Suite is required * Expert in relevant Standard Operating Procedures (SOPs) and a proven leader in promoting best practices

Bachelor's degree in finance, economics, accounting, or a related business field or have equivalent business experience. CPA, MBA or CFA is desirable. * Minimum of five years of financial analysis ...

Senior Consulting Analyst, Team Lead

Portland, OR ยท On-site

$87K - $108K/yr

CFA or MBA achieved or in-progress a plus * Proficiency in Microsoft Suite is required * Expert in relevant Standard Operating Procedures (SOPs) and a proven leader in promoting best practices

Senior Consulting Analyst, Team Lead

Tigard, OR ยท On-site

$87K - $108K/yr

CFA or MBA achieved or in-progress a plus * Proficiency in Microsoft Suite is required * Expert in relevant Standard Operating Procedures (SOPs) and a proven leader in promoting best practices

Senior Consulting Analyst, Team Lead

Portland, OR ยท Hybrid

$87K - $108K/yr

CFA or MBA achieved or in-progress a plus * Proficiency in Microsoft Suite is required * Expert in relevant Standard Operating Procedures (SOPs) and a proven leader in promoting best practices

Bachelor's degree in finance, economics, accounting, or a related business field or have equivalent business experience. CPA, MBA or CFA is desirable. * Minimum of five years of financial analysis ...

Showing results 21-40

Cfa information

See Portland, OR salary details

$39.2K

$106.5K

$198.8K

How much do cfa jobs pay per year?

As of Aug 6, 2026, the average yearly pay for cfa in Portland, OR is $106,536.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,500.00 and $137,900.00 per year, depending on experience, location, and employer.

What does a CFA do?

As a chartered financial analyst (CFA), your job is to help with investment analysis and portfolio management. The CFA Institute, an independent organization that assesses the skill of candidates in areas like money management, security analysis, ethics, and accounting, offers this certification to applicants who pass its tests. Holders of the CFA certification often work closely with finance and banking companies to manage projects and provide documentation for clients and investors. This certification does not open positions all by itself, but many employers look for CFA certification in addition to other education and experience.

What kind of jobs can a CFA get?

A CFA charterholder can pursue roles such as financial analyst, portfolio manager, investment analyst, risk manager, or research analyst. These positions typically involve analyzing financial data, managing investment portfolios, and making investment decisions, often requiring strong quantitative skills and knowledge of financial tools and regulations.

What are some common challenges faced by CFAs when working on cross-functional teams?

Chartered Financial Analysts (CFAs) often collaborate with professionals from other departments, such as marketing, operations, or IT, especially when working on investment strategies or risk assessments. One common challenge is effectively communicating complex financial concepts to colleagues who may not have a finance background. CFAs must also balance differing priorities and timelines, ensuring that financial insights are integrated into broader business decisions. Developing strong interpersonal and presentation skills can help overcome these hurdles and lead to more successful collaborations.

What are the key skills and qualifications needed to thrive as a CFA, and why are they important?

To thrive as a CFA, you need strong analytical abilities, deep knowledge of financial markets, investment principles, and typically the CFA charter, which requires passing three rigorous exams. Proficiency with financial modeling tools, Bloomberg terminals, and advanced Excel functions is essential. Exceptional attention to detail, ethical judgment, and effective communication skills help set top performers apart. These skills are crucial for making sound investment decisions, maintaining client trust, and succeeding in the highly competitive finance industry.

What is the difference between Cfa vs Chartered Financial Analyst?

AspectCfa
CredentialsRequires passing three levels of exams, relevant work experience, and adherence to ethical standards
Work EnvironmentFinancial analysis, investment management, portfolio management
Industry UsageWidely recognized in finance, asset management, and investment sectors

The Cfa designation is a globally recognized credential for finance professionals specializing in investment analysis and portfolio management. It involves rigorous exams and ethical standards, preparing individuals for roles in asset management, research, and financial analysis. The Cfa is highly valued in the finance industry for its focus on investment skills and ethical practices.

What is a CFA?

A CFA, or Chartered Financial Analyst, is a professional credential offered by the CFA Institute to finance and investment professionals. Earning the CFA designation demonstrates expertise in investment analysis, portfolio management, and ethical standards. The program consists of three rigorous exams and requires candidates to have relevant work experience. CFAs are highly respected in fields such as asset management, research analysis, and financial advising.
What are the most commonly searched types of Cfa jobs in Portland, OR? The most popular types of Cfa jobs in Portland, OR are:
What cities near Portland, OR are hiring for Cfa jobs? Cities near Portland, OR with the most Cfa job openings:
Infographic showing various Cfa job openings in Portland, OR as of August 2026, with employment types broken down into 100% Full Time. Highlights an 60% In-person, and 40% Hybrid job distribution, with an average salary of $106,536 per year, or $51.2 per hour.

Senior Financial Planning & Analysis Specialist

MacKay

Vancouver, WA โ€ข On-site

$89K - $111K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 days ago


Job description

At MacKay, we believe great people are the foundation of our growth and success.
We are in an exciting phase of expansion, creating new opportunities for our employees to take on meaningful work, collaborate across disciplines, and build long-term careers. Whether your role is technical or part of our support services team, you play an important role in delivering high-quality work and helping our projects succeed.
MacKay is seeking a full-time Senior Financial Planning & Analysis Specialist to join our team in Vancouver, WA. Bridging the gap between financial data and business strategy, this pivotal role will be key to our continued growth and long-term success.
Reporting directly to the Chief Financial Officer, this role drives the budget and forecasting process for the entire organization. Our ideal candidate will be a strategic finance leader who is motivated to turn data into actionable insights to inform key business decisions and who takes ownership of financial reporting. You will bring exceptional analytical and problem-solving skills, a robust understanding of financial principles and business operations, and the ability to influence decision-making at all levels.
We offer a comfortable, collaborative work environment with flexible work arrangements. We're serious about our work - but we're serious about fun, too. If you are looking to drive your career, make a meaningful impact, and influence instrumental strategic business decisions, let's talk.
Key Responsibilities:
  • Lead the company's annual budgeting process and ongoing forecasting activities, partnering with business leaders to develop accurate revenue, expense, and cash flow projections.
  • Prepare timely, accurate, and insightful financial statements, management reports, Key Performance Indicators (KPIs), and dashboards that support informed business decisions and executive leadership.
  • Develop and deliver clear, compelling financial presentations and report packages for the CFO, CEO, Partners, and Board of Directors, translating complex financial data into actionable business insights.
  • Monitor financial performance by analyzing actual results against budgets and forecasts. Identify trends, variances, risks, and opportunities, determine root causes, and provide strategic recommendations to improve business performance.
  • Develop and maintain sophisticated financial models to evaluate business performance and support strategic decision-making, including growth initiatives, new service offerings, geographic expansion, acquisitions, and capital investments.
  • Serve as a trusted financial advisor to leaders across Operations, Sales, Human Resources, Marketing, and other departments. Collaborate with internal stakeholders to align financial objectives with business strategies, improve financial performance, and support short- and long-term planning.
  • Provide data-driven analysis and financial insights that enable executive leadership to evaluate opportunities, manage risk, optimize resource allocation, and achieve the company's strategic goals.
  • Continuously evaluate and enhance financial planning, reporting, and forecasting processes by leveraging technology, automation, and best practices to improve efficiency and accuracy.

Minimum Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 5-10 years of progressive experience in financial planning & analysis, budgeting, forecasting, or corporate finance.
  • Demonstrated ability to lead financial planning initiatives and partner with leadership to drive business strategy, financial performance, and long-term growth.
  • Exceptional financial analysis and problem-solving skills with the ability to interpret complex financial data, identify trends, and develop actionable recommendations.
  • Excellent verbal and written communication skills with the ability to present financial information clearly and effectively to both financial and non-financial stakeholders.
  • Advanced skills in Microsoft Excel, with experience using modern financial planning and analysis (FP&A) tools such as Vareto or Workday
  • Experience implementing a budget & forecast platform
  • Proven success in cross-functional team collaboration and relationship-building

Preferred qualifications:
  • MBA and/or professional certifications, such as a CPA, CMA, or CFA, are highly preferred
  • Experience within the AEC (Architecture, Engineering & Construction) industry is highly preferred
  • Familiarity with Deltek VantagePoint
  • Experience with M&A and integration activities.
  • Experience with Google Workspace tools
Why Join MacKay?
A people-first culture
At MacKay, we put people first. We are committed to creating an environment where employees can grow, contribute, and do their best work. We support well-being, encourage balance, and create space for people to succeed both professionally and personally.
Meaningful work and real impact
Our teams take on complex infrastructure and environmental challenges that support critical systems and shape the places where people live and work. Every role contributes to delivering that work and making it successful.
Growth and opportunity
We are in an exciting phase of growth, expanding across geographies, services, and markets. That growth creates opportunities for our employees to take on new challenges, build their careers, and contribute in new ways as the company evolves.
A strong and trusted foundation
Built on more than 50 years of experience, MacKay has developed a reputation for quality work, strong relationships, and dependable results. You'll be part of a team with a solid foundation and a clear direction for the future.
Opportunities to share in success
We provide opportunities for employees to participate in ownership and build long-term financial value as the company grows.
Our Values
At MacKay, our values guide how we work, collaborate, and support one another.
  • Honesty. We build trust through transparency, integrity, and accountability.
  • Dedication. We are committed to the success of our team members, clients, and communities.
  • Relationships. We foster lasting connections that strengthen our work and the teams around us.
Who We Are
MacKay is an infrastructure and environmental services firm built on more than 50 years of experience and a growing collective of expertise.
We are in an exciting phase of growth, expanding our reach, strengthening our capabilities, and bringing together talented teams across the country. That growth is creating new opportunities for our employees to take on meaningful work, collaborate across disciplines, and build long-term careers.
Every role at MacKay contributes to the success of our projects and the clients we serve. Whether your work is technical or operational, you are part of a team that delivers quality, builds relationships, and moves projects forward.
We're looking for dedicated, talented individuals who deliver excellence, thrive in collaborative environments, and value both meaningful work and work-life balance. If this sounds like you, we'd like to hear from you.
Please note that the salary information shown below is a general guideline only. Salaries are based upon candidate experience and qualifications, as well as various market and business considerations.
US Pay Range
$115,000-$150,000 USD
Full-time employees receive a well-rounded benefit package including access to our company-sponsored Medical (including an HSA High Deductible option), Dental, Vision, FSA, and Supplemental Life Insurance plans. We also offer 100% company-paid Life Insurance, Short-Term Disability, and Long-Term Disability coverage. Employees are eligible to participate in our company's 401(k) plan with up to a 4% match. Additionally, employees receive paid vacation and sick time, 11 paid holidays, and are able to participate in employee ownership options. MacKay pays for expenses associated with licensure as well as annual performance bonuses.
Employment requires passing a pre-employment background check and drug screen.
As a federal contractor, we participate in E-Verify and are proud to be an Equal Employment Opportunity Employer.
Open until filled.