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Financial Associate Jobs in Oregon (NOW HIRING)

OR ยท On-site

$150K - $170K/yr

Elation Health is looking for a Senior Associate, Strategic Finance who will report to our Senior ... Drive annual planning, quarterly and monthly financial forecasts, and ongoing analysis of ...

In this key leadership role, you'll oversee all financial operations, drive profitability, ensure ... An exceptional benefit plan for eligible associates & your family members * 401K matching program ...

Lead Financial Analyst

$87K - $121K/yr

High School diploma equivalency with 2 years of cumulative experience OR Associate's degree ... Strong financial and analytics background * Healthcare industry experience * 3+ years of experience ...

In this key leadership role, you'll oversee all financial operations, drive profitability, ensure ... An exceptional benefit plan for eligible associates & your family members * 401K matching program ...

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Financial Associate information

See Oregon salary details

$32.2K

$74.4K

$145.9K

How much do financial associate jobs pay per year?

As of Jul 15, 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 can you do with associates in finance?

A financial associate typically performs tasks such as analyzing financial data, preparing reports, assisting with budgeting, and supporting investment or banking activities. They often use tools like Excel and financial software, and may pursue certifications like the CFA or CPA to advance their careers.

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

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 to help clients or organizations meet their financial goals.

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 is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use financial software and require strong analytical skills to help organizations manage their financial health effectively.
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:
Infographic showing various Financial Associate job openings in Oregon as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, 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.
Senior Associate, Strategic Finance

Senior Associate, Strategic Finance

Elation Health

OR โ€ข On-site

$150K - $170K/yr

Other

Posted 20 days ago


Job description

Our team is committed to enhancing physician and patient quality of life through Elation, a SaaS cloud-based clinical platform. Since inception, we've been focused on building a delightful world-class experience that empowers physicians to deliver phenomenal care to patients and we plan to keep it that way by continuing to help them overcome challenges. We've enjoyed considerable growth and are now looking for an exceptional individual to join our team as a Strategic Finance Associate.

Elation Health is looking for a Senior Associate, Strategic Finance who will report to our Senior Director of Strategic Finance and be a foundational member of the Strategic Finance team. They will be instrumental in managing and improving our company's forecasting, planning and reporting capabilities.

Our team is highly visible as we work directly with executive and senior leadership across the company to identify insights which shape our strategy.

You will be a good fit for this role if you have a rigorous attention to detail, enjoy working cross-functionally to drive strategic projects to completion, and are able to work effectively autonomously.

Role and Responsibilities
  • Own, maintain and scale our company operating model
  • Drive annual planning, quarterly and monthly financial forecasts, and ongoing analysis of performance to highlight trends, opportunities, and causes of unexpected variances
  • Partner with accounting to develop processes to deliver accurate and timely outputs for management reporting
  • Partner cross-functionally with senior leaders to develop financial models and provide strategic insights to help them achieve their goals
  • Prepare quarterly reporting materials for our board
  • Conduct ad hoc financial modeling and analysis
Professional Qualifications
  • A bachelor's degree in finance, business, economics, or other relevant field
  • 2+ years of corporate FP&A experience, with additional 2+ years of investment banking, finance/accounting or consulting strongly preferred
  • Proficiency with accounting and corporate finance, particularly with regards to financial modeling
  • Highly analytical and organized, with an ability to prioritize multiple projects without compromising work quality
  • Experience with ERP and corporate financial planning tools
  • Experience with financial use cases for AI tools (Claude/OpenAI)
  • Advanced Office and Google application skills (Excel/Sheets, Word/Docs, PowerPoint/Slides)
  • Excellent communication and interpersonal skills, with proven ability to partner at all levels

Salary Range: $150,000 - $170,000


Elation welcomes individuals from all backgrounds and walks of life. Elation is proud to be an Equal Opportunity Employer and is dedicated to creating and maintaining a diverse and inclusive work environment.

We are committed to equal opportunity for all employees and applicants, and value individuals with diverse perspectives including, but not limited to: race, color, religion, sex, sexual orientation, socioeconomic status, age, gender identity or gender expression, national origin, disability or veteran status.

Elation also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as work authorization and employment eligibility verification requirements of the Immigration and Nationality Act and IRCA. We firmly believe a strong culture that supports a diverse and inclusive workforce allows us to achieve Elation's mission of helping independent primary care thrive.