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Executive Financial Consultant Jobs (NOW HIRING)

Prepare clear, executive-ready analysis and narratives for monthly reviews, workshops, IBP/FPR/MBR ... Experience in FP&A, financial consulting, or strategic planning * Deep understanding of IBP ...

Prepare clear, executive-ready analysis and narratives for monthly reviews, workshops, IBP/FPR/MBR ... Experience in FP&A, financial consulting, or strategic planning * Deep understanding of IBP ...

Prepare clear, executive-ready analysis and narratives for monthly reviews, workshops, IBP/FPR/MBR ... Experience in FP&A, financial consulting, or strategic planning * Deep understanding of IBP ...

Prepare clear, executive-ready analysis and narratives for monthly reviews, workshops, IBP/FPR/MBR ... Experience in FP&A, financial consulting, or strategic planning * Deep understanding of IBP ...

Prepare clear, executive-ready analysis and narratives for monthly reviews, workshops, IBP/FPR/MBR ... Experience in FP&A, financial consulting, or strategic planning * Deep understanding of IBP ...

Prepare clear, executive-ready analysis and narratives for monthly reviews, workshops, IBP/FPR/MBR ... Experience in FP&A, financial consulting, or strategic planning * Deep understanding of IBP ...

Prepare clear, executive-ready analysis and narratives for monthly reviews, workshops, IBP/FPR/MBR ... Experience in FP&A, financial consulting, or strategic planning * Deep understanding of IBP ...

Advise Sales Executives and Account Management team as necessary in applying a basic understanding of our capabilities * Train and mentor members of the Financial Consulting team * Execute marketing ...

The Opportunity This is a quota-carrying Account Executive role focused on growing our Financial ... consultative sales conversations that connect business outcomes to technical solutions. Financial ...

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Executive Financial Consultant information

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$45.5K

$103.9K

$174K

How much do executive financial consultant jobs pay per year?

As of Aug 8, 2026, the average yearly pay for executive financial consultant in the United States is $103,877.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $125,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an executive financial consultant?

To thrive as an Executive Financial Consultant, you need deep expertise in financial analysis, investment strategies, and wealth management, typically supported by a finance-related degree and relevant certifications such as CFP or CFA. Proficiency with financial planning software, portfolio management tools, and CRM systems is also crucial. Exceptional interpersonal skills, strategic thinking, and the ability to communicate complex financial concepts clearly help build trust with high-net-worth clients. These skills and qualities are essential for providing tailored financial guidance, fostering client relationships, and achieving optimal financial outcomes.

What is the difference between Executive Financial Consultant vs Financial Advisor?

AspectExecutive Financial ConsultantFinancial Advisor
CredentialsCFP, CFA, or CPA often preferredCFP, ChFC, or similar certifications common
Work EnvironmentTypically works with high-net-worth clients or corporate executivesServes a broad client base, including individuals and families
Employer & Industry UsageUsed in consulting firms, private banks, and corporate settingsCommon in financial planning firms, banks, and independent practices

Executive Financial Consultants and Financial Advisors both provide financial guidance, but Executive Financial Consultants often focus on high-net-worth clients and corporate strategies, requiring advanced certifications. Financial Advisors serve a wider audience with more general financial planning services. The roles overlap in credentials and industry usage, but their client focus and work environment differ.

How does an executive financial consultant typically collaborate with other departments within an organization?

Executive Financial Consultants often work closely with departments such as accounting, operations, and executive leadership to provide comprehensive financial guidance. Their role involves facilitating strategic planning sessions, interpreting financial data for non-financial managers, and ensuring that all departments are aligned with the organization’s financial goals. Regular cross-functional meetings and clear communication are essential, as consultants must translate complex financial concepts for various teams and ensure that all stakeholders understand the implications of financial decisions.
What cities are hiring for Executive Financial Consultant jobs? Cities with the most Executive Financial Consultant job openings:
What are the most commonly searched types of Financial Consultant jobs? The most popular types of Financial Consultant jobs are:
What states have the most Executive Financial Consultant jobs? States with the most job openings for Executive Financial Consultant jobs include:

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

156th of 616 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: OTHER

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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