Entry Level Financial Planner Jobs in Portland, OR

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

USA, CANADA:

Job Responsibilities

• Executes and reviews complex financial analyses and models in support of strategic finance, FP&A, and transaction-related engagements.
• Develops and reviews operating, cash flow, valuation, and transaction models to support client planning, investment, and deal decisions.
• Analyzes current and historical financial data to assess performance, growth opportunities, and potential risks.
• Supports mergers and acquisitions, integrations, divestitures, and capital structure initiatives through financial analysis and due diligence.
• Interprets financial, market, and industry data to support insights and recommendations aligned to client objectives.
• Prepares and reviews client-ready analyses, schedules, and presentation materials for management and executive audiences.
• Coordinates engagement workstreams, supports team execution, and provides guidance to junior team members.
• Utilizes analytical tools and technology to deliver efficient, accurate, and high-quality financial insights.
• Supports consistent, high-quality client service delivery by monitoring progress and addressing issues as they arise.

Minimum Qualifications

• Bachelor's degree in Business, Accounting, Finance, Economics, Engineering, or a related field.
• 4-7 years of experience.
• Advanced experience developing and working with integrated financial models, including income statement, balance sheet, and cash flow components.
• Strong foundational valuation skills, including application of income and market approaches.
• Experience supporting client-facing engagements or internal stakeholders in a consulting, advisory, banking, or corporate environment.

Preferred Qualifications

• Experience in strategic finance, FP&A, valuation, investment banking, private equity, venture capital, or corporate development environments.
• Experience modeling equity, debt, and hybrid instruments in support of transactions or strategic finance initiatives.
• Experience developing consolidated or business-unit-level forecasts using bottom-up and top-down approaches.
• Experience preparing and reviewing executive-level or management-ready presentation materials summarizing financial findings and insights.
• Experience providing day-to-day guidance or review oversight for junior team members.
• CPA, CFA, or progress toward a relevant professional certification.

Additional Role Expectations

• Travel: Up to 25%, based on client and engagement needs.
• Peak Periods: Periodic increases in workload during active transactions or client delivery phases.
• Scheduling: Flexibility to meet client deadlines and engagement demands.

At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.