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Chartered Financial Analyst Jobs in Oregon (NOW HIRING)

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 ...

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 ...

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred : * Advanced degree ... You will assist clients with effective analysis, solution development, and implementation of ...

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 ...

Showing results 21-39

Chartered Financial Analyst information

See Oregon salary details

$40.7K

$93.2K

$124.8K

How much do chartered financial analyst jobs pay per year?

As of Aug 7, 2026, the average yearly pay for chartered financial analyst in Oregon is $93,158.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,000.00 and $116,800.00 per year, depending on experience, location, and employer.

What is the difference between Chartered Financial Analyst vs Certified Financial Planner?

AspectChartered Financial Analyst (CFA)Certified Financial Planner (CFP)
CredentialsCFA charter, requiring passing three exams and relevant work experienceCFP certification, requiring coursework, exam, and financial planning experience
Work EnvironmentInvestment firms, asset management, researchFinancial planning firms, wealth management, personal finance
Industry UsagePrimarily in investment analysis, portfolio managementPersonal 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?

A Chartered Financial Analyst (CFA) can analyze financial data, manage investment portfolios, and provide financial advice to clients or organizations. They often work in asset management, research, or risk management, utilizing skills in financial analysis, valuation, and ethical standards required by the CFA designation.

What is a Chartered Financial Analyst?

A Chartered Financial Analyst (CFA) is a professional designation given by the CFA Institute to individuals who have completed a rigorous program of study and passed three levels of exams covering topics such as investment analysis, portfolio management, and ethical standards. CFAs are recognized globally for their expertise in finance and investment management. They often work as portfolio managers, research analysts, or financial advisors. Earning the CFA charter demonstrates a high level of competence, integrity, and commitment to the financial profession.

Is Chartered Financial Analyst still in demand?

The Chartered Financial Analyst (CFA) designation remains highly in demand in the finance industry, especially in asset management, investment banking, and portfolio management. Employers value CFA charterholders for their expertise in financial analysis, ethics, and investment decision-making, making it a competitive credential for finance professionals.

What are some common challenges faced by Chartered Financial Analysts when working in client-facing roles?

Chartered Financial Analysts in client-facing roles often encounter the challenge of simplifying complex financial data and investment strategies for clients with varying levels of financial literacy. Balancing analytical rigor with effective communication is key, as is managing client expectations during periods of market volatility. Additionally, CFAs must stay updated with changing regulations and market trends to provide accurate, compliant advice, which requires ongoing professional development and adaptability.

What are the key skills and qualifications needed to thrive as a Chartered Financial Analyst?

To thrive as a Chartered Financial Analyst (CFA), you need advanced knowledge in financial analysis, investment management, and portfolio construction, typically demonstrated by earning the CFA charter and holding a relevant bachelor's degree. Familiarity with financial modeling software, Bloomberg terminals, and data analysis tools is critical for effective market research and decision-making. Outstanding analytical thinking, ethical judgment, and strong communication skills distinguish top performers in this role. These abilities are vital for providing accurate investment guidance, maintaining client trust, and achieving superior financial outcomes.
What are popular job titles related to Chartered Financial Analyst jobs in Oregon? For Chartered Financial Analyst jobs in Oregon, the most frequently searched job titles are:
What cities in Oregon are hiring for Chartered Financial Analyst jobs? Cities in Oregon with the most Chartered Financial Analyst job openings:
Infographic showing various Chartered Financial Analyst job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $93,158 per year, or $44.8 per hour.

SAP Treasury Transformation Manager

Deloitte

Portland, OR • On-site

Other

Re-posted 18 days ago


Deloitte rating

8.2

Company rating: 8.2 out of 10

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:

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