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Financial Associate Jobs in Oregon (NOW HIRING)

OfficeSpace Software

OR

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 ...

Sysco

Finance Associate

Portland, OR · On-site

Tuesday-Friday 7am-4:30pm Saturday 8am-Noon JOB SUMMARY The Finance Associate is responsible for general duties in support of the OpCo (operating company) operations and works in collaboration with ...

Sysco Corporation

Finance Associate

Wilsonville, OR · On-site

Tuesday-Friday 7am-4:30pm Saturday 8am-Noon JOB SUMMARY The Finance Associate is responsible for general duties in support of the OpCo (operating company) operations and works in collaboration with ...

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 · 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 ...

Elliott Davis

OR · On-site

The Valuation Associate focuses on the execution of fair value for financial reporting (FVFR) engagements. This role supports the senior leadership team in performing technical valuations for ...

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 ...

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 ...

KeyBank

Financial Wellness Associate

Portland, OR · On-site

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

KeyBank

Financial Wellness Associate

Portland, OR · On-site

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

Keybank

Financial Wellness Associate

Canby, OR

$19.23 - $28.37/hr

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

Keybank

Financial Wellness Associate

Portland, OR · On-site

$19.23 - $28.37/hr

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

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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 Jun 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 does a Financial Associate do?

A Financial Associate assists with a range of financial tasks, including preparing financial reports, analyzing data, supporting budgeting processes, and helping manage investments or client portfolios. They often work under the supervision of senior financial professionals and may interact with clients to provide information or support. Financial Associates play a key role in ensuring the accuracy of financial records and supporting the strategic goals of their organization.

What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?

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 June 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, 1% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $74,402 per year, or $35.8 per hour.
GTM & Strategic Finance Associate

GTM & Strategic Finance Associate

OfficeSpace Software

OR

Other

Posted 19 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