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Manager Financial Planning Analysis Jobs in Oregon

Weir

Senior FP&A Manager

Portland, OR

$115K - $157K/yr

Senior FP&A Manager Weir ESCO Portland, OR Hybrid Purpose of Role: The Senior FP&A Manager will report to the Director of FP&A and will be responsible for developing the analysis, planning, and ...

The Weir Group PLC

Senior FP&A Manager

Portland, OR · On-site

$115K - $157K/yr

Senior FP&A Manager Weir ESCO Portland, OR Hybrid Purpose of Role: The Senior FP&A Manager will report to the Director of FP&A and will be responsible for developing the analysis, planning, and ...

Weir Group

Senior FP&A Manager

Portland, OR · On-site

$115K - $157K/yr

Senior FP&A Manager Weir ESCO Portland, OR Hybrid Purpose of Role: The Senior FP&A Manager will report to the Director of FP&A and will be responsible for developing the analysis, planning, and ...

Grant Street Group

Senior Financial Analyst, FP&A

OR · On-site +1

$90K - $120K/yr

Partner with the Manager of FP&A on profitability, pricing, and other ad hoc strategic analyses * Help improve FP&A systems, reporting, and recurring processes as the team scales, including ...

NetBrain

Director FP&A

OR · On-site +1

$180K - $210K/yr

Provide strategic financial insights and recommendations to senior management and the executive team to guide business decisions and drive financial performance. * Lead and mentor the FP&A team ...

Netclaim

Senior Financial Analyst

Lake Oswego, OR · On-site

$86 - $105/hr

... Manager, FP&A with direct exposure to the VP of FP&A and CFO on board materials, operating reviews, and strategic planning. You'll own a high-impact territory across COGS, Product & Engineering ...

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Manager Financial Planning Analysis information

What is a manager financial planning analysis?

A Manager of Financial Planning and Analysis (FP&A) is responsible for overseeing a company's budgeting, forecasting, and financial analysis processes. They work closely with senior management to provide insights that drive business decisions, improve financial performance, and support strategic planning. This role typically involves analyzing financial data, preparing reports, and presenting recommendations to leadership. FP&A managers also help identify trends, risks, and opportunities to ensure the organization's financial health.

How does a manager financial planning analysis typically collaborate with other departments to support business decision-making?

A Manager of Financial Planning and Analysis (FP&A) works closely with various departments such as operations, sales, and marketing to gather data and insights that inform financial forecasts and budgets. They facilitate cross-functional meetings to understand business needs, align financial strategies, and provide actionable recommendations. Effective communication with department heads ensures that financial plans are realistic and support overall organizational goals. This collaborative approach helps drive informed business decisions and strengthens the company’s financial performance.

What are the key skills and qualifications needed to thrive as a manager financial planning analysis, and why are they important?

To thrive as a Manager Financial Planning Analysis, you need strong analytical skills, advanced knowledge of financial modeling, and a background in finance or accounting, typically supported by a bachelor’s or master’s degree and often a CPA or CFA certification. Expertise in financial planning software such as Hyperion, SAP, or Oracle, and advanced proficiency in Excel, are essential technical requirements. Excellent leadership, communication, and problem-solving skills help build effective teams and convey complex financial insights to stakeholders. These skills and qualities are crucial for driving strategic decision-making, ensuring accurate forecasting, and supporting organizational financial health.

What is the difference between Manager Financial Planning Analysis vs Financial Analyst?

AspectManager Financial Planning AnalysisFinancial Analyst
ResponsibilitiesOversees budgeting, forecasting, and strategic financial planning; manages teams and develops financial modelsPerforms data analysis, prepares reports, and supports budgeting processes
Required CredentialsBachelor's degree in finance, accounting, or related field; often MBA or CPA preferredBachelor's degree in finance, economics, or related field; certifications like CFA are common
Work EnvironmentCorporate finance departments, often in larger organizationsFinancial services firms, corporations, or consulting firms

While both roles require strong financial analysis skills and relevant credentials, the Manager Financial Planning Analysis typically leads teams and handles strategic planning, whereas the Financial Analyst focuses on data analysis and reporting to support decision-making.

What are the most commonly searched types of Financial Planning Analysis jobs in Oregon?

The most popular types of Financial Planning Analysis jobs in Oregon are:

What are popular job titles related to Manager Financial Planning Analysis jobs in Oregon?

For Manager Financial Planning Analysis jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Manager Financial Planning Analysis jobs in Oregon look for?

The top searched job categories for Manager Financial Planning Analysis jobs in Oregon are:

What cities in Oregon are hiring for Manager Financial Planning Analysis jobs?

Cities in Oregon with the most Manager Financial Planning Analysis job openings:

Manager Financial Planning Analysis jobs near you
Infographic showing various Manager Financial Planning Analysis job openings in Oregon as of August 2026, with employment types broken down into 100% Full Time. Highlights an 84% In-person, 10% Hybrid, and 6% Remote job distribution.

Director, Financial Planning

Edelman Financial Engines, LLC

Portland, OR • On-site

$125K - $350K/yr

Full-time

Re-posted 29 days ago

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition, you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients. 

We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you! 

Responsibilities:

  • Serve the client's best interests, providing outstanding financial advice guidance
  • Effectively evaluate client situations and analyze their needs
  • Develop and present a compelling set of recommendations
  • Adept at building positive relationships with clients
  • Skilled at influencing clients to improve their financial well-being

Requirements:

  • Direct client-facing experience in a fee-based wealth management or planning role
  • Results driven approach with a consistent track record to form relationships
  • Desire for role with base salary, performance-based compensation and growing earnings potential
  • Must possess an active Series 65
  • Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment
  • A Clean U-4
  • A Certified Financial Planner (CFP) or other certification is desired but not required

Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 – $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit EdelmanFinancialEngines.com.
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.
1 The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 
2 Edelman Financial Engines data, as of September 30, 2025

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