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Confluence Financial Partners Jobs in Portland, OR

adidas

Tech Consultant (Finance)

Portland, OR · On-site

... (FP&A) planning tools such as IBM Planning Analytics and/or SAP Planning Analytics. This role ... You'll work at the intersection of business and technology, partnering closely with Product ...

Adidas

Tech Consultant (Finance)

Portland, OR · On-site

... (FP&A) planning tools such as IBM Planning Analytics and/or SAP Planning Analytics. This role ... You'll work at the intersection of business and technology, partnering closely with Product ...

Adidas

Tech Consultant (Finance)

Portland, OR · On-site

... (FP&A) planning tools such as IBM Planning Analytics and/or SAP Planning Analytics. This role ... You'll work at the intersection of business and technology, partnering closely with Product ...

Columbia

Sr. Infrastructure Engineer

Portland, OR · On-site

$115K - $156K/yr

Partner with Finance, Platform, and Engineering teams to support FinOps practices, including cost ... Experience with Jira, Confluence * Strong automation bias * Familiarity with GitHub Actions and ...

Columbia Sportswear

Sr. Infrastructure Engineer

Portland, OR · On-site

$115K - $156K/yr

Partner with Finance, Platform, and Engineering teams to support FinOps practices, including cost ... Experience with Jira, Confluence * Strong automation bias * Familiarity with GitHub Actions and ...

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All JobsConfluence Financial Partners JobsConfluence Financial Partners Jobs in Portland, OR

Confluence Financial Partners information

See Portland, OR salary details

$33.4K

$76K

$122K

How much do confluence financial partners jobs pay per year?

As of Sep 3, 2026, the average yearly pay for confluence financial partners in Portland, OR is $75,961.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,200.00 and $97,600.00 per year, depending on experience, location, and employer.

What is Confluence Financial Partners?

Confluence Financial Partners is a financial advisory firm that provides comprehensive wealth management, financial planning, and investment services to individuals, families, and businesses. The firm’s advisors help clients create personalized strategies to achieve their financial goals, manage assets, and plan for retirement. By offering tailored advice and ongoing support, Confluence Financial Partners aims to guide clients through every stage of their financial journey.

What does a typical week look like for a financial advisor at Confluence Financial Partners?

A typical week for a financial advisor at Confluence Financial Partners involves a mix of client meetings, portfolio reviews, and strategic planning. Advisors spend significant time building and maintaining client relationships, preparing personalized financial plans, and staying updated on market trends. Collaboration with team members, including analysts and administrative staff, is common to ensure comprehensive service delivery. The work environment encourages continuous learning and professional development, with opportunities to attend industry seminars and pursue certifications.

What are the key skills and qualifications needed to thrive as a financial advisor at Confluence Financial Partners, and why are they important?

To thrive as a Financial Advisor, you need strong analytical skills, financial planning expertise, and relevant certifications such as a CFP or Series 7 license. Familiarity with financial planning software, CRM systems, and investment research tools is typically required. Excellent interpersonal communication, trust-building, and active listening skills set top advisors apart in client relationships. These skills are essential for providing sound financial advice, building long-term client trust, and achieving client financial goals.

What is the difference between Confluence Financial Partners vs Financial Advisor?

AspectConfluence Financial PartnersFinancial Advisor
CertificationsCFP, Series 7/66CFP, Series 7/66
Work EnvironmentFinancial services firms, offices, client meetingsFinancial services firms, offices, client meetings
Industry UsageFinancial planning and wealth managementFinancial planning, investment advice, wealth management

Confluence Financial Partners and Financial Advisors often share similar certifications and work environments, focusing on client financial planning and wealth management. The main difference is that Confluence Financial Partners is a firm name, while Financial Advisor refers to the professional role. Both serve similar client needs within the financial industry.

What are popular job titles related to Confluence Financial Partners jobs in Portland, OR?

For Confluence Financial Partners jobs in Portland, OR, the most frequently searched job titles are:

What job categories do people searching Confluence Financial Partners jobs in Portland, OR look for?

The top searched job categories for Confluence Financial Partners jobs in Portland, OR are:

Confluence Financial Partners jobs near you
Infographic showing various Confluence Financial Partners job openings in Portland, OR as of August 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 84% In-person, and 16% Remote job distribution, with an average salary of $75,961 per year, or $36.5 per hour.

Product Manager II - FP&A / Microsoft Fabric

ZoomInfo Technologies LLC

Vancouver, WA • On-site

Full-time

Posted 6 days ago

ZoomInfo rating

8.9

Company rating: 8.9 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

38th of 247 rated software companies

Job description

ZoomInfo is where careers accelerate. We move fast, think boldly, and empower you to do the best work of your life. You'll be surrounded by teammates who care deeply, challenge each other, and celebrate wins. With tools that amplify your impact and a culture that backs your ambition, you won't just contribute. You'll make things happen-fast.
Role Description:
You will own the product roadmap, operational support, and ongoing delivery for FP&A technology capabilities powered
by Microsoft Fabric. You will partner with FP&A, Finance, Data & Analytics, and Engineering teams to improve planning,
forecasting, management reporting, and financial-data usability. You will translate business needs into prioritized
product requirements, lead cross-functional delivery, ensure reliable day-to-day operation of finance data products and
reporting, and identify practical AI and automation opportunities that improve FP&A efficiency and insight.
Responsibilities :
  • Own and prioritize the roadmap for FP&A capabilities in Microsoft Fabric, including budgeting, forecasting,
    management reporting, variance analysis, and executive dashboards.
  • Provide operational product support for Fabric-based FP&A data products, reports, dashboards, semantic models,
    and integrations; triage issues, coordinate resolution, and communicate status to stakeholders.
  • Partner with Finance stakeholders to define business outcomes, requirements, KPIs, user stories, process flows,
    and acceptance criteria.
  • Lead design for trusted financial data products, semantic models, reporting datasets, and Power BI dashboards.
  • Collaborate with Data Engineering and Analytics teams on Microsoft Fabric architecture, data pipelines, data quality,
    lineage, security, governance, and release management.
  • Define and manage integration requirements between Microsoft Fabric and core enterprise systems, such as SAP
    S/4HANA, Salesforce, Workday, billing platforms, and other financial or operational source systems.
  • Modernize finance reporting by reducing manual spreadsheet processes and creating governed, self-service
    reporting.
  • Establish financial-data reconciliation, controls, documentation, and support processes to ensure accuracy,
    auditability, and dependable business operations.
  • Manage backlog, dependencies, delivery risks, release planning, testing, stakeholder communication, adoption,
    and continuous improvement.
  • Identify AI and automation use cases, such as variance explanations, anomaly detection, forecast-driver analysis,
    narrative reporting, and financial-data-quality monitoring.

Requirements:
  • Bachelor's degree in Information Systems, Finance, Accounting, Computer Science, Business, or a related field.
  • 3+ years of experience in product management, finance systems, business systems analysis, data/analytics, or
    enterprise applications.
  • Hands-on experience with Microsoft Fabric and Power BI, including data pipelines, semantic models, reporting
    datasets, dashboards, or related analytics capabilities.
  • Experience supporting FP&A, corporate planning, Finance, or Accounting processes.
  • ZoomInfo | Enterprise Technologies Product Manager - FP&A / Microsoft Fabric
  • Understanding of FP&A processes including annual planning, budgeting, forecasting, actuals, variance analysis,
    and management reporting.
  • Ability to convert business needs into product requirements, user stories, workflows, and prioritized roadmaps.
  • Experience working with cross-functional business, data, engineering, and finance systems teams.
  • Understanding of data modeling, source-to-target mapping, data quality, security, governance, and financial-data
    reconciliation.
  • Strong analytical, operational problem-solving, stakeholder-management, and written/verbal communication skills.

Preferred Qualifications:
  • Experience with Microsoft Fabric components such as OneLake, Lakehouse, Warehouse, Data Factory, data
    pipelines, semantic models, and Power BI.
  • Experience integrating SAP, Salesforce, Workday, billing, or other financial and operational source systems.
  • Experience supporting SaaS planning metrics, including ARR, bookings, revenue, retention, headcount, operating
    expenses, and margin.
  • Familiarity with financial controls, SOX-sensitive processes, and audit or reconciliation requirements.
  • Knowledge of SQL, DAX, Power Query, dimensional modeling, or data transformation concepts.
  • Experience with Anaplan, Workday Adaptive Planning, Oracle EPM, SAP Analytics Cloud Planning, IBM Planning
    Analytics, or comparable enterprise planning tools.
  • Experience using Jira and Confluence in an agile product-delivery environment.
  • Microsoft Fabric, Power BI, Azure, finance, accounting, or product-management certifications.

AI / Emerging Tech:
• Identify and prototype AI-enabled FP&A improvements using governed financial data.
• Ensure AI solutions maintain appropriate data access, traceability, controls, and human review.
• Stay current on Microsoft Fabric, Power BI, Copilot, and enterprise-planning technology trends.
#LI-SK1
#LI-Hybrid
Actual compensation offered will be based on factors such as the candidate's work location, qualifications, skills, experience and/or training. Your recruiter can share more information about the specific salary range for your desired work location during the hiring process. We want our employees and their families to thrive.
In addition to comprehensive benefits we offer holistic mind, body and lifestyle programs designed for overall well-being. Learn more about ZoomInfo benefits here.
Below is the US base salary for this position. Additional compensation such as Bonus, Commission, Equity and other benefits may also apply.
$80,500-$126,500 USD
About us:
ZoomInfo (NASDAQ: GTM) is the Go-To-Market Intelligence Platform that empowers businesses to grow faster with AI-ready insights, trusted data, and advanced automation. Its solutions provide more than 35,000 companies worldwide with a complete view of their customers, making every seller their best seller.
ZoomInfo is committed to protecting your privacy when you apply for jobs with us. Please review our Job Applicant Privacy Notice for more details on how we handle your personal information.
ZoomInfo may use a software-based assessment as part of the recruitment process. More information about this tool, including the results of the most recent bias audit, is available here.
ZoomInfo is proud to be an equal opportunity employer, hiring based on qualifications, merit, and business needs, and does not discriminate based on protected status. We welcome all applicants and are committed to providing equal employment opportunities regardless of sex, race, age, color, national origin, sexual orientation, gender identity, marital status, disability status, religion, protected military or veteran status, medical condition, or any other characteristic protected by applicable law. We also consider qualified candidates with criminal histories in accordance with legal requirements.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. ZoomInfo does not administer lie detector tests to applicants in any location.

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