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Financial Associate Jobs in Oregon (NOW HIRING)

Crescent

Director of Finance - Hotel Vance

Portland, OR · On-site

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 ...

Tidepool Wealth Strategies

Be Seen First

Associate Advisor

Eugene, OR · On-site

$53K - $70K/yr

Your enthusiasm for financial concepts and dedication to delivering exceptional customer service ... Associate Advisor is intended as an entry-level role with upward potential. Qualifications Required

Bakertilly

OR · On-site

S. and in many of the world's leading financial centers - New York, London, San Francisco, Los ... Pricing Senior Associate to join our growing Transfer Pricing practice! Our Transfer Pricing ...

Fisher Investments

Financial Consultant

Portland, OR · Hybrid

Now is your opportunity to use your finance experience to better the investment universe. The ... associates, and renowned sales team to give our clients the best service possible. With our ...

Fisher Investments

Financial Counselor

Portland, OR · Hybrid

Now is your opportunity to use your finance experience to better the investment universe. The ... associates, and renowned sales team to give our clients the best service possible. With our ...

Fisher Investments

Financial Consultant

Gresham, OR · Hybrid

Now is your opportunity to use your finance experience to better the investment universe. The ... associates, and renowned sales team to give our clients the best service possible. With our ...

Fisher Investments

Financial Counselor

Gresham, OR · Hybrid

Now is your opportunity to use your finance experience to better the investment universe. The ... associates, and renowned sales team to give our clients the best service possible. With our ...

Fisher Investments

Financial Counselor

Portland, OR · On-site

Now is your opportunity to use your finance experience to better the investment universe. The ... associates, and renowned sales team to give our clients the best service possible. With our ...

Fisher Investments

Financial Counselor

Gresham, OR · On-site

Now is your opportunity to use your finance experience to better the investment universe. The ... associates, and renowned sales team to give our clients the best service possible. With our ...

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Showing results 1-20

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.

Director of Finance - Hotel Vance

Crescent

Portland, OR • On-site

Full-time

Retirement

Posted 3 days ago

Job description

Hotel Vance, Portland, a Tribute Portfolio Hotel provides guests with unique and relaxing escapes as well as a variety of creative spaces. Ensconced in the Cultural District of downtown Portland, our hotel sits near the Center for the Arts, the Portland Art Museum, theaters and much more.
The Hotel Vance is seeking an experienced Director of Finance to elevate our exceptional service. In this key leadership role, you'll oversee all financial operations, drive profitability, ensure accurate reporting, uphold strong internal controls, maintain regulatory compliance, and protect owner assets-while partnering with leadership to guide and develop the team.
At Crescent Hotels & Resorts, we understand what it takes to be a part of something great. We will encourage you to bring your true self to work every day, we will celebrate you and we will cheer you on as you shine bright in your career journey. Whether it be our health & wellness programs, best in class learning and development or our travel discounts that 'feed your inner explorer', we work hard to create and deliver on what YOU need. We are ready for you to start your journey with us where You Belong. We Care. Shine Bright.
We are committed to providing you with:
  • Excellent compensation package
  • Operational incentive plan eligibility
  • An exceptional benefit plan for eligible associates & your family members
  • 401K matching program for eligible associates
  • Discounts with our Crescent managed properties in North America for you & your family members

Essential Job Functions:
  • Acts as the "Chief Business Officer" to the general manager and EC Team, and as such is responsible for evaluating the financial impact on business decisions.
  • Ensure that all levels of management are promptly notified of any financial deviations from established policies and/or control weaknesses in the hotel.
  • Effectively manage and communicate cash flow related issues, as required to management and ownership. This includes the accurate and timely preparation of cash-flow statements, management of receivables, cash balances, control mechanisms and timely deposits of all funds.
  • Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Crescent Hotels and Resorts established guidelines. Investigate and critique variances to budget or to prior year and offer practical improvement strategies to management.
  • Monitor the capital planning process by assisting management with calculation of return on capital improvements, gathering support and monitoring the bid process, and evaluating scope of work and specifications.
  • Ensure hotels' compliance on all regulatory licenses and permits, leases, contracts, legal agreements, and the proper execution of all operational taxes. Provide assistance to management in enforcing compliance on all these items.
  • Coordinate the completion of all forecasts and budgets as required, with the full and active participation of EC Team and department managers.
  • Analyze financial data and operations in order to assist and advise management in maintaining the hotels' financial objectives.
  • Ensure that all balance sheet accounts, including bank reconciliations are reconciled on a timely basis.
  • Establish and continually audit all internal financial controls including purchasing, cash handling, disbursements, credit extension, inventories, hotel assets, master keys, payroll, and employee records.
  • Embrace a continuous growth environment by actively hiring professional staff and assisting in recruiting, reviewing, recommending and maintaining an inventory of qualified and promotable Associates that can potentially become Controllers, Assistant Controllers, Accounting Managers, and other managers for the organization.
  • Continually focus on training and development programs for finance associates to cultivate the "brightest" and "best" talent within the industry.
  • Hire, train, supervise and develop staff, including coaching, counseling and discipline.
  • Maintain compliance with Crescent Hotels and Resorts standards and regulations to ensure safe and efficient operation of the hotel.
  • Ensure proper utilization, maintenance and periodic upgrades of all IT systems and equipment.
  • Direct and/or prepare all financial reports in accordance with IHR requirements meeting various due dates and deadlines:

Education & Experience:
  • A minimum of 8 years of related progressive experience in hotel Accounting or related field; or a 4-year college degree with an Accounting/Finance concentration and a minimum of 4 years of related progressive experience; or a 2-year college degree and a minimum of 6 years of related progressive experience.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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