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Contract Financial Planner Jobs in Oregon (NOW HIRING)

OR · On-site

$90K - $120K/yr

... financial planning accurate and timely, while also rolling up your sleeves on the harder strategic questions: capital allocation, value-based contract economics, ROI analyses, and the financial ...

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Contract Financial Planner information

See Oregon salary details

$53.4K

$102.2K

$147.5K

How much do contract financial planner jobs pay per year?

As of Aug 11, 2026, the average yearly pay for contract financial planner in Oregon is $102,219.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,400.00 and $107,800.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the contract financial planner position, and why are they important?

To thrive as a Contract Financial Planner, you need a solid grasp of financial analysis, investment strategies, and retirement planning, typically backed by a degree in finance or a related field. Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Excel, and certifications like CFP (Certified Financial Planner) are highly valued. Strong interpersonal skills, adaptability, and the ability to communicate complex information clearly are essential soft skills for this role. These competencies enable effective client engagement, accurate financial planning, and successful navigation of dynamic contract-based assignments.

What are the typical types of clients and projects a contract financial planner works with?

As a Contract Financial Planner, you may work with a diverse client base, including individuals, small businesses, or even collaborating with larger financial advisory firms on a temporary basis. Projects can range from developing comprehensive financial plans and investment strategies to assisting with tax optimization, estate planning, or succession planning for business owners. The variety of assignments offers exposure to different financial situations and industries, keeping the work dynamic and fostering continuous professional growth. Effective communication and adaptability are key, as you’ll often need to quickly understand each client's unique needs and objectives.

What is a contract financial planner?

A Contract Financial Planner is a professional who provides financial planning services on a contractual or freelance basis rather than as a full-time employee. They assist clients with budgeting, investments, retirement planning, and other financial goals. These planners may work with individual clients, businesses, or financial firms on a temporary or project basis. Their flexibility allows them to take on multiple clients while delivering personalized financial strategies.

How to become a contract financial planner?

To become a contract financial planner, you typically need a bachelor's degree in finance, accounting, or a related field, along with relevant certifications such as the Certified Financial Planner (CFP) designation. Gaining experience in financial planning and developing strong analytical and communication skills are also important, and some roles may require licensing depending on the services offered.
What are the most commonly searched types of Financial Planner jobs in Oregon? The most popular types of Financial Planner jobs in Oregon are:
What job categories do people searching Contract Financial Planner jobs in Oregon look for? The top searched job categories for Contract Financial Planner jobs in Oregon are:
What cities in Oregon are hiring for Contract Financial Planner jobs? Cities in Oregon with the most Contract Financial Planner job openings:
Infographic showing various Contract Financial Planner job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, 3% Contract, and 1% Nights. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $102,219 per year, or $49.1 per hour.

Full-time

Medical, Life, Retirement, PTO

Re-posted 10 days ago


Oregon Health & Science University rating

8.1

Company rating: 8.1 out of 10

Based on 95 frontline employees who took The Breakroom Quiz

160th of 617 rated colleges and universities


Job description

Department Overview

This position serves as part of the OHSU Budgeting & Financial Planning team, which is responsible for providing guidance, management and oversight for complex financial information. 

Function/Duties of Position

Institutional Strategic Financial Advisor 

  • Provides strategic and analytical assessments on enterprise level joint ventures, reorganizations, and the remodel or design of future facilities. 
  • Performs evaluation of strategy and business plan development for major initiatives; helps monitor these developments through statistical reporting. 
  • Provides expertise in the development and evaluation of competitive strategies; identify and apply best practices for each project. 
  • Coordinates and reviews work of other analysts to certify consistency and accuracy in financial data. 
  • Attends and/or leads regular meetings with customers and key stakeholders to provide input and insight into key financial data elements, ensuring consistency across projects and departments. 
  • Develops and coordinates presentations and written materials for executive leadership.
  • Advises leaders on financial matters including pro forma analysis of operational changes and proposed projects.
  • Supports key mission groups by analyzing complex financial data and creating, developing, and maintaining financial reports and dashboards for leadership.
  • Provides financial input in the development and continuous evaluation of short- and long-term strategic financial objectives and associated plans including but not limited to collective bargaining, long-term plan, institutional quarterly forecast, and mission-level budget targets.  

Strategic Financial Consultant - Clinical Contracts

  • Financial Expert for Institution wide Clinical Program Contracts.
  • Act as a financial liaison between Healthcare, SOM and OCES on new contracting initiatives, perform value analysis and ROI to help drive decisions from executive leaders.
  • Develops, oversees and maintains key financial reporting and analysis tools for clinical contract reporting.  Consults with key stakeholders to identify reporting issues, output needs and overall functional requirements.
  • Works with ITG to lead new business process implementations.
  • Create and Implement invoicing and account reconciling processes and tools for OHSU partnerships.
  • Train and develop Accounting and Financial Management staff across OHSU on standardized clinical contract processes.

Strategic Financial Consultant - Provider Productivity/Compensation

  • Provides strategic direction in development of Provider Productivity/Compensation tools and reporting for use across the institution.
  • Develops, reviews and updates SOP's outlining expectations and timelines for departments/units to follow in utilizing Provider Productivity/Compensation tools.
  • Meets with departments/units to review accuracy of data within the Provider Productivity/Compensation tools.
  • Provides ongoing direction in development of standardized Provider Productivity Statements.
  • Routinely analyzes trends in Provider Productivity/Compensation, identifies and quantifies opportunities for improvements and escalates as needed.
  • Assists in forecasting processes based on output of Provider Productivity/Compensation and Productivity Statement tools.
  • Leads annual process of modeling and quantifying Faculty compensation benchmark movement for budget and long-term planning needs.
  • Serves as Clinical Finance Lead on OPP Compensation Committee.
  • Provides strategic and analytical assessments on business strategies to department/unit directors and division heads. 
  • Makes recommendations on business strategy based on outcomes from financial performance measures or projections.

Strategic Financial Consultant - Human Resources

  • Financial subject matter expert to Human Resources department on collective bargaining, compensation strategy and planning, benefits strategy and planning, and management staffing decision impacts for integration into financial plans and presentation to executive leadership.
  • Financial Member on various Union/OHSU bargaining teams
  • Provides financial input in the development and continuous evaluation of short- and long-term strategic financial objectives and associated plans related HR and compensation across OHSU missions
  • Creates proof of concept dashboards and partners with ITG to implement into financial systems such as IBM Cognos TM1.
  • Performs complex ad hoc analysis as needed. 

Other duties as assigned.

Required Qualifications
  • Bachelor's degree and 18 hours of accounting and/or finance courses from an accredited college or university plus 2 years of financial analysis experience. OR
  • Equivalent combination of experience where 2 years of business related experience will substitute for 1 year of education.
    • At least 9 hours of accounting and/or finance courses are REQUIRED.
  • At least five years' experience in accounting or finance.

    • Masters of Business Administration or Finance may substitute for 2 years of experience. 

Skills and Abilities

  • Advanced spreadsheet skills, including complex functions, formulas, and formatting.
  • Experience with relational databases.
  • Knowledge of accounting and/or financial principles.
  • Understanding of financial reporting concepts such as cost accounting and net present value analysis.
  • Demonstrated ability to communicate complex financial information in an easy-to-understand format.
  • Demonstrated ability to track large amounts of detail with accuracy.
  • Demonstrated ability to lead presentations, training, or facilitate meetings with a diverse group of participants.
  • Demonstrated ability to work in cross-functional teams.
Preferred Qualifications
  • MBA, MHA, MF, or other related graduate degree.
  • Prior Academic Health Center specific experience performing analysis related to operational improvements and business cases.

  • Experience with hospital/healthcare financial analysis and budgeting.
  • SQL Programming.
  • Experience using business intelligence tools.
  • Experience with budget systems.
  • Experience with Axiom financial software.
Additional Details

This position is hybrid remote, working standard business hours (Monday-Friday, 8am-5pm PT). Candidates need to reside within 90 miles of OHSU's Marquam Hill Campus, and be able during regular business hours to be on campus within 2 hours' notice. 

Benefits 

  • Healthcare for full-time employees covered 100% and 88% for dependents.
  • $50K of term life insurance provided at no cost to the employee.
  • Two separate above market pension plans to choose from.
  • Paid time off - 208 hours per year, prorated for part-time.
  • Extended illness bank - 64 hours per year, prorated for part-time.
  • 9 paid holidays per year.
  • Substantial Tri-Met and C-Tran discounts.
  • Employee Assistance Program.
  • Childcare service discounts.
  • Tuition reimbursement.
  • Employee discounts to local and major businesses.
Why apply to OHSU?We are Oregon's only public academic health center. In addition to caring for patients, we lead groundbreaking research. We also train the next generation of health care professionals. As Portland's largest employer, we give you opportunities to learn and advance in a system of hospitals and clinics across Oregon and Southwest Washington. All are welcome. OHSU welcomes people of all ages, ethnicities, genders, national origins, religions and sexual orientations. We are striving to build an anti-racist, multicultural institution and encourage people with diverse backgrounds to apply. To request reasonable accommodation, contact askhr@ohsu.eduEmployment Type: FULL_TIME

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About Oregon Health & Science University

Sourced by ZipRecruiter

Oregon Health & Science University (OHSU) is a distinguished institution under the industry of higher education and healthcare, specifically in the field of medical science. Based in Portland, Oregon, US, it maintains a reputation for promoting research, teaching, patient care, and outreach. Established in 1887, OHSU has continually sought to redefine the parameters of healthcare delivery and biomedical discovery through its expansive catalog of programs and initiatives. A galvanizing mission drives OHSU: to improve the health and quality of life for all Oregonians through excellence, innovation, and leadership in health care, education, and research.

Industry

Colleges, universities, and professional schools

Company size

10,000+ Employees

Headquarters location

Portland, OR, US

Year founded

1887