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Financial Associate Jobs in Oregon (NOW HIRING)

OfficeSpace Software

OR · On-site

We are seeking a high-performing GTM & Strategic Finance Associate to help accelerate decision ... Monitor GTM KPIs and financial metrics, focusing on the levers that influence growth and ...

Stoel Rives LLP

Debt Finance Associate

Portland, OR · On-site

$193K - $280K/yr

... financial institutions and private credit entities; sponsor-backed M&A; and common intercreditor and collateral issues in mezzanine, unitranche and split-lien structures. The associate will ...

Stoel

Debt Finance Associate

Portland, OR

$193K - $280K/yr

... financial institutions and private credit entities; sponsor-backed M&A; and common intercreditor and collateral issues in mezzanine, unitranche and split-lien structures. The associate will ...

Raymondjames

Financial Planning Associate

Bend, OR

As we evolve, we are seeking a Financial Planning Associate who shares our vision and values. The ideal candidate has a strong work ethic, is a team player, and enjoys serving both our clients and ...

Mainspring Wealth Advisors LLC

Be Seen First

Associate Financial Planner

Bend, OR · On-site

$72K - $78K/yr

Position Summary We are seeking an Associate Financial Planner for our wealth management office in Bend, Oregon. Candidates who thrive in a small team environment and want to be involved in all ...

Wells Fargo

Associate Financial Advisor

Coos Bay, OR · On-site

Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat ...

Wells Fargo

Associate Financial Advisor

Bend, OR · On-site

Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat ...

Pwc

Oracle Cloud Finance - Senior Associate

Portland, OR · On-site

$77K - $202K/yr

... financial processes such as general ledger, accounts payable, accounts receivable, and cash ... As a Senior Associate, you will focus on building meaningful client connections and learning how to ...

Best Best & Krieger LLP

Public Finance Associate

Bend, OR · On-site

$127K - $185K/yr

We have an immediate opening for an attorney with 3-5 years of experience assisting clients with municipal finance matters including service as bond, underwriters and disclosure counsel, in ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Oregon

Financial Associate information

See Oregon salary details

$32.2K

$74.4K

$145.9K

How much do financial associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for financial associate in Oregon is $74,402.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,900.00 and $81,400.00 per year, depending on experience, location, and employer.

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.
What are the most commonly searched types of Financial jobs in Oregon? The most popular types of Financial jobs in Oregon are:
What are popular job titles related to Financial Associate jobs in Oregon? For Financial Associate jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Oregon look for? The top searched job categories for Financial Associate jobs in Oregon are:
What cities in Oregon are hiring for Financial Associate jobs? Cities in Oregon with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $74,402 per year, or $35.8 per hour.

GTM & Strategic Finance Associate

OfficeSpace Software

OR • On-site

Full-time

Re-posted 21 days ago

Job description

About the Role: 

We are seeking a high-performing GTM & Strategic Finance Associate to help accelerate decision-making across our revenue and finance organizations. This role is ideal for someone who learns fast, enjoys solving problems, and can translate data into actionable insight. You will develop a deep understanding of how the business generates revenue-from top-of-funnel acquisition through sales conversion, customer retention, and bottom-line impact. You will use that end-to-end view to build models, analyze performance, and surface insights that drive growth, efficiency, and clarity. 

What You'll Do: 

Business Understanding & Performance Analysis 

  • Build a holistic view of how revenue flows through the business: Marketing  Sales  Customer Success  Financial outcomes 
  • Analyze funnel, pipeline, revenue, and retention performance to understand key drivers, risks, and opportunities 
  • Monitor GTM KPIs and financial metrics, focusing on the levers that influence growth and profitability 

Modeling, Forecasting & Reporting 

  • Develop and maintain revenue and operational models (pipeline, bookings, revenue, churn/retention, unit economics) 
  • Support ongoing forecasts and executive reporting, ensuring visibility into performance vs. expectations 
  • Conduct variance analysis and provide concise explanations and recommendations to leaders 
  • Prepare investor and board reporting, ensuring accurate representation of financial results and key business metrics 

Insight Generation & Decision Support 

  • Translate complex data into simple, actionable insights to support strategic and operational decisions 
  • Evaluate pricing, packaging, GTM investments, and strategic initiatives through quantitative impact analysis 
  • Partner across functions to accelerate decision velocity and improve execution 

AI-Enabled Efficiency & Analysis 

  • Leverage AI tools to accelerate analysis, improve reporting, and automate manual workflows 
  • Identify opportunities to use AI for forecasting, data processing, and operational optimization 
  • Stay proactive in experimenting with and adopting emerging AI capabilities 

What You'll Bring: 

  • 3-5 years in investment banking, private equity, consulting, finance, revops, analytics, or a related cross-functional role (SaaS preferred) 
  • Strong analytical and quantitative skills; advanced in modeling and data interpretation 
  • Excellent communication skills-able to synthesize complexity into clarity 
  • Experience with CRM/reporting systems, BI tools, SQL is a plus 
  • Curious, resourceful, and comfortable operating in fast-moving environments 
  • Finance awareness is a nice to have - foundational understanding of financial statements, SaaS economics, and modeling logic 

Apply