... or Chartered Financial Analyst (CFA) * Experience integrating SAP Treasury with trading platforms, including FXall or 360T, and market data feeds, including Bloomberg or Reuters * Experience with ...
... or Chartered Financial Analyst (CFA) * Experience integrating SAP Treasury with trading platforms, including FXall or 360T, and market data feeds, including Bloomberg or Reuters * Experience with ...
Master of Business Administration (MBA), Certified Public Accountant (CPA), Certified Treasury Professional (CTP), or Chartered Financial Analyst (CFA) * Kyriba certification in 1 or more modules
Master of Business Administration (MBA), Certified Public Accountant (CPA), Certified Treasury Professional (CTP), or Chartered Financial Analyst (CFA) * Kyriba certification in 1 or more modules
Master of Business Administration (MBA), Certified Public Accountant (CPA), Certified Treasury Professional (CTP), or Chartered Financial Analyst (CFA) * Kyriba certification in 1 or more modules
Master of Business Administration (MBA), Certified Public Accountant (CPA), Certified Treasury Professional (CTP), or Chartered Financial Analyst (CFA) * Kyriba certification in 1 or more modules
Wealth Management Advisor - Portland, OR
Portland, OR · Hybrid
$100K - $110K/yr
Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base ...
Wealth Management Advisor - Portland, OR
Portland, OR · Hybrid
$100K - $110K/yr
Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base ...
Trust Portfolio Manager
Medford, OR · On-site
$102K - $190K/yr
Master of Business Administration and/or Chartered Financial Analyst designation, preferred. * 5 yearsof industry work experience, required. * 5 years ofExperience with trust software, preferred.
Trust Portfolio Manager
Medford, OR · On-site
$102K - $190K/yr
Master of Business Administration and/or Chartered Financial Analyst designation, preferred. * 5 yearsof industry work experience, required. * 5 years ofExperience with trust software, preferred.
Trust Portfolio Manager
Portland, OR · On-site
$102K - $190K/yr
Master of Business Administration and/or Chartered Financial Analyst designation, preferred. * 5 years of industry work experience, required. * 5 years of Experience with trust software, preferred.
Trust Portfolio Manager
Portland, OR · On-site
$102K - $190K/yr
Master of Business Administration and/or Chartered Financial Analyst designation, preferred. * 5 years of industry work experience, required. * 5 years of Experience with trust software, preferred.
Trust Portfolio Manager
Portland, OR · On-site
$102K - $190K/yr
Master of Business Administration and/or Chartered Financial Analyst designation, preferred. * 5 yearsof industry work experience, required. * 5 years ofExperience with trust software, preferred.
Trust Portfolio Manager
Portland, OR · On-site
$102K - $190K/yr
Master of Business Administration and/or Chartered Financial Analyst designation, preferred. * 5 yearsof industry work experience, required. * 5 years ofExperience with trust software, preferred.
Wealth Management Advisor - Portland, OR
Portland, OR · On-site
$100K - $110K/yr
Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base ...
Wealth Management Advisor - Portland, OR
Portland, OR · On-site
$100K - $110K/yr
Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base ...
Financial Aid Specialist 1
Portland, OR · On-site
... chartered by the State of Oregon and is fully accredited by the Northwest Commission on Colleges ... Able to analyze situations accurately and adopt an effective course of action. * Able to read ...
Financial Aid Specialist 1
Portland, OR · On-site
... chartered by the State of Oregon and is fully accredited by the Northwest Commission on Colleges ... Able to analyze situations accurately and adopt an effective course of action. * Able to read ...
Develop best practices and systematized processes by using comparative industry analytics ... Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), or other ...
Develop best practices and systematized processes by using comparative industry analytics ... Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), or other ...
Develop best practices and systematized processes by using comparative industry analytics ... Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), or other ...
Develop best practices and systematized processes by using comparative industry analytics ... Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), or other ...
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ... Supporting the development of proprietary technology, data analytics, and user-focused tools built ...
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ... Supporting the development of proprietary technology, data analytics, and user-focused tools built ...
Tax Manager - Federal / Corporate Tax
Portland, OR · On-site
$117K - $154K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ... Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a ...
Tax Manager - Federal / Corporate Tax
Portland, OR · On-site
$117K - $154K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ... Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a ...
Tax Manager - Federal / Corporate Tax
Portland, OR · On-site
$117K - $154K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ... Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a ...
Tax Manager - Federal / Corporate Tax
Portland, OR · On-site
$117K - $154K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ... Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a ...
Tax Manager - Private Wealth
Portland, OR · On-site
$117K - $154K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... analysis, on engagements; and you will begin to be involved in marketplace eminence building and ...
Tax Manager - Private Wealth
Portland, OR · On-site
$117K - $154K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... analysis, on engagements; and you will begin to be involved in marketplace eminence building and ...
Tax Senior, Private Equity
Portland, OR · On-site
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred : * Advanced degree ... You will assist clients with effective analysis, solution development, and implementation of ...
Tax Senior, Private Equity
Portland, OR · On-site
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred : * Advanced degree ... You will assist clients with effective analysis, solution development, and implementation of ...
Tax Senior - Real Estate
Portland, OR · On-site
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... You will identify complex tax issues and provide tax analysis for a variety of entities and their ...
Tax Senior - Real Estate
Portland, OR · On-site
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... You will identify complex tax issues and provide tax analysis for a variety of entities and their ...
Credit Union Program Manager (Compliance and Regulatory Manager 2)
Salem, OR · On-site
$7.5K - $11K/mo
This position is with the Division of Financial Regulation (DFR). DFR's mission supports that of ... Ability to analyze information and apply sound judgment * Willingness and experience in presenting ...
Credit Union Program Manager (Compliance and Regulatory Manager 2)
Salem, OR · On-site
$7.5K - $11K/mo
This position is with the Division of Financial Regulation (DFR). DFR's mission supports that of ... Ability to analyze information and apply sound judgment * Willingness and experience in presenting ...
Claims Advisor, Professional Liability | Medical Malpractice
Salem, OR · On-site
$100K - $125K/yr
... in Financial Services & Insurance Claims Advisor, Professional Liability | Medical Malpractice ... Performs coverage analysis and opinion as part of the claim process including all necessary ...
Claims Advisor, Professional Liability | Medical Malpractice
Salem, OR · On-site
$100K - $125K/yr
... in Financial Services & Insurance Claims Advisor, Professional Liability | Medical Malpractice ... Performs coverage analysis and opinion as part of the claim process including all necessary ...
Chartered Financial Analyst information
See Oregon salary details
$40.7K - $48.3K
2% of jobs
$48.3K - $56K
4% of jobs
$56K - $63.6K
5% of jobs
$63.6K - $71.3K
9% of jobs
$74.4K is the 25th percentile. Wages below this are outliers.
$71.3K - $78.9K
12% of jobs
$78.9K - $86.6K
11% of jobs
The median wage is $91.9K / yr.
$86.6K - $94.2K
11% of jobs
$94.2K - $101.8K
14% of jobs
$107K is the 75th percentile. Wages above this are outliers.
$101.8K - $109.5K
12% of jobs
$109.5K - $117.1K
1% of jobs
$117.1K - $124.8K
20% of jobs
$40.7K
$93.2K
$124.8K
How much do chartered financial analyst jobs pay per year?
What is the difference between Chartered Financial Analyst vs Certified Financial Planner?
| Aspect | Chartered Financial Analyst (CFA) | Certified Financial Planner (CFP) |
|---|---|---|
| Credentials | CFA charter, requiring passing three exams and relevant work experience | CFP certification, requiring coursework, exam, and financial planning experience |
| Work Environment | Investment firms, asset management, research | Financial planning firms, wealth management, personal finance |
| Industry Usage | Primarily in investment analysis, portfolio management | Personal financial planning, retirement, estate planning |
The CFA and CFP designations serve different roles in finance. The CFA focuses on investment analysis and portfolio management, requiring rigorous exams and experience. The CFP emphasizes personal financial planning, helping clients with comprehensive financial strategies. Both are respected but cater to different career paths within the finance industry.
What can you do as a Chartered Financial Analyst?
What is a Chartered Financial Analyst?
Is Chartered Financial Analyst still in demand?
What are some common challenges faced by Chartered Financial Analysts when working in client-facing roles?
What are the key skills and qualifications needed to thrive as a Chartered Financial Analyst?
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Deloitte rating
8.2
Based on 92 frontline employees who took The Breakroom Quiz
45th of 150 rated financial services
Job description
Step into a role where you'll help shape the future of finance. As part of our Finance Transformation team, you'll collaborate with CFOs, finance leaders, and executive clients to solve their most complex challenges. Leveraging Deloitte's unmatched resources and deep industry insights, you'll deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful organizational change. Join us to empower clients to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence.
Recruiting for this role ends on 12/31/2026.
Work you'll do
As an SAP Treasury Manager on the Controllership and Treasury Transformation team, you will be responsible for leading treasury transformation initiatives that help clients modernize finance operations, improve controls, and drive business value.
- Lead the strategy, design, and implementation of SAP Treasury solutions, including Cash Management, Transaction Management, Hedge Management and Accounting, Liquidity Planning, Risk Analyzers, In-House Cash, SWIFT integration, and Bank Communication Management.
- Advise clients on treasury transformation, treasury technology, and risk management priorities to improve operational efficiency and support business performance.
- Manage end-to-end delivery for SAP Treasury and treasury management system implementations, including scope, timelines, resources, deliverables, testing, and stakeholder alignment.
- Build and maintain client relationships, lead working sessions, and drive decisions across finance, treasury, and technology stakeholders.
- Mentor practitioners and oversee teams delivering treasury transformation work, with accountability for quality, knowledge sharing, and team development.
- Support practice growth through proposal development, sales pursuits, and the creation of tools, methods, and offerings for the market.
A successful candidate would possess these skills:
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to mentor and provide clear guidance to others
The team
Our Controllership and Treasury Transformation offering modernizes the finance function to align with the evolving business objectives of organizations. We collaborate with CFOs, CAOs, controllers, and treasurers to develop an efficient, high-quality, data-driven, and tech-enabled controllership and treasury function. This empowers our clients to deliver greater value to their business partners and investors.
Qualifications
Required:
- Bachelor's degree from an accredited university
- 5+ years of experience in consulting, corporate treasury, or bank treasury with treasury technology and treasury management systems, including SAP Treasury
- 4+ years of SAP Treasury consulting experience across full life cycle implementations
- Experience with SAP Treasury components, including Cash Management, Transaction Manager, In-House Cash, Risk Analyzers, Liquidity Planning, Hedge Management and Accounting, SWIFT integration, Bank Communication Management, and integration with financial accounting and other applications
- Experience leading teams, managing deliverables, and mentoring junior professionals for technology implementation or treasury transformation projects
- Ability to travel 40%, on average, based on the work you do and the clients and industries/sectors you serve.
- Limited immigration sponsorship may be available.
Preferred:
- Advanced degree or professional certification, including Master of Business Administration (MBA), Certified Public Accountant (CPA), Certified Treasury Professional (CTP), or Chartered Financial Analyst (CFA)
- Experience integrating SAP Treasury with trading platforms, including FXall or 360T, and market data feeds, including Bloomberg or Reuters
- Experience with cash management, foreign exchange, debt capital markets, and interest rate risk management
- Experience supporting sales pursuits, proposal development, and practice development activities
- Relationships within the SAP user community
- Experience using Microsoft Office, including Word, Excel, PowerPoint, and Access
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $134,500 to $265,100.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Qualifications:Step into a role where you'll help shape the future of finance. As part of our Finance Transformation team, you'll collaborate with CFOs, finance leaders, and executive clients to solve their most complex challenges. Leveraging Deloitte's unmatched resources and deep industry insights, you'll deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful organizational change. Join us to empower clients to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence.
Recruiting for this role ends on 12/31/2026.
Work you'll do
As an SAP Treasury Manager on the Controllership and Treasury Transformation team, you will be responsible for leading treasury transformation initiatives that help clients modernize finance operations, improve controls, and drive business value.
- Lead the strategy, design, and implementation of SAP Treasury solutions, including Cash Management, Transaction Management, Hedge Management and Accounting, Liquidity Planning, Risk Analyzers, In-House Cash, SWIFT integration, and Bank Communication Management.
- Advise clients on treasury transformation, treasury technology, and risk management priorities to improve operational efficiency and support business performance.
- Manage end-to-end delivery for SAP Treasury and treasury management system implementations, including scope, timelines, resources, deliverables, testing, and stakeholder alignment.
- Build and maintain client relationships, lead working sessions, and drive decisions across finance, treasury, and technology stakeholders.
- Mentor practitioners and oversee teams delivering treasury transformation work, with accountability for quality, knowledge sharing, and team development.
- Support practice growth through proposal development, sales pursuits, and the creation of tools, methods, and offerings for the market.
A successful candidate would possess these skills:
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to mentor and provide clear guidance to others
The team
Our Controllership and Treasury Transformation offering modernizes the finance function to align with the evolving business objectives of organizations. We collaborate with CFOs, CAOs, controllers, and treasurers to develop an efficient, high-quality, data-driven, and tech-enabled controllership and treasury function. This empowers our clients to deliver greater value to their business partners and investors.
Qualifications
Required:
- Bachelor's degree from an accredited university
- 5+ years of experience in consulting, corporate treasury, or bank treasury with treasury technology and treasury management systems, including SAP Treasury
- 4+ years of SAP Treasury consulting experience across full life cycle implementations
- Experience with SAP Treasury components, including Cash Management, Transaction Manager, In-House Cash, Risk Analyzers, Liquidity Planning, Hedge Management and Accounting, SWIFT integration, Bank Communication Management, and integration with financial accounting and other applications
- Experience leading teams, managing deliverables, and mentoring junior professionals for technology implementation or treasury transformation projects
- Ability to travel 40%, on average, based on the work you do and the clients and industries/sectors you serve.
- Limited immigration sponsorship may be available.
Preferred:
- Advanced degree or professional certification, including Master of Business Administration (MBA), Certified Public Accountant (CPA), Certified Treasury Professional (CTP), or Chartered Financial Analyst (CFA)
- Experience integrating SAP Treasury with trading platforms, including FXall or 360T, and market data feeds, including Bloomberg or Reuters
- Experience with cash management, foreign exchange, debt capital markets, and interest rate risk management
- Experience supporting sales pursuits, proposal development, and practice development activities
- Relationships within the SAP user community
- Experience using Microsoft Office, including Word, Excel, PowerPoint, and Access
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $134,500 to $265,100.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Education:Bachelor's DegreeEmployment Type: