263 finance associate jobs at 76 companies in Beaverton, OR
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Finance & Operations Associate
Portland, Oregon, United States
$130k-$150k/yrHybridFull Time
Equilibrium Capital: A sustainability-driven investment firm managing diversified portfolios focused on real assets and value creation.
3+ YOEBachelor's degree in finance/business,3+ years experience in financial reporting/asset management,financial modeling and due diligence experience,ability to travel up to 25%,U.S. work authorization required.
New York City or Grand Rapids or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Kansas City or Dallas or Los Angeles or Louisville or Baltimore or Boston or St. Louis or Salt Lake City or San Francisco or Seattle or Stamford or Tampa or Austin or Washington or Miami or Milwaukee or Minneapolis or Denver or Nashville or Detroit or Buffalo or Florham Park or Orlando or Philadelphia or Pittsburgh or Portland or Houston
$77k-$202k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
3+ YOEBachelor's degree and 3+ years of experience required. Oracle Financials implementation proficiency and strong analytical, communication, finance, and client relationship skills required.
Multnomah County: Provides essential public services and governance for Multnomah County residents.
1+ YOEAssociate's degree or equivalent experience, one year of accounting experience, financial systems proficiency, customer service skills, and successful criminal records and background screening.
Workday, Accounting Software and Systems, Adult-In-Custody (AIC) Accounting System, Microsoft Excel
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
H&R Block Income Tax Course completion, customer service experience, communication and problem-solving skills, digital tool proficiency, and a high school diploma or GED. Accounting or finance degree preferred.
Aldrich: Provides accounting, tax, wealth, and business advisory services.
3+ YOE3+ years public accounting tax experience, ability to prepare and review tax returns, mentor others, strong research and communication, bachelor’s degree in accounting or finance; CPA/JD/EA preferred.
Morgan StanleyNYSE: MS: Provides global financial services including investment banking and wealth management.
Bachelor’s degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, presentation, networking, organizational, and problem-solving skills; U.S. work authorization required.
2+ YOERequires two years as a Registered Client Associate, securities licensing or ability to obtain it, securities industry knowledge, technology proficiency, client service skills, attention to detail, and multitasking ability.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Thomson ONE, Envestnet, CRM, Money Guide Pro
Irvine or Portland or San Jose or Los Angeles or San Diego or San Francisco or Las Vegas or Seattle or United States
$113k-$193k/yrRemoteFull Time
UnitedHealth GroupNYSE: UNH: Provides health insurance and technology-enabled health care services.
5+ YOE3+ MgmtBachelor’s degree; 5+ years in managed healthcare finance or analytics and payer contracting; 3+ years leading teams; advanced Excel, Power BI, MS-SQL/Snowflake skills.
Portland Public Schools: Public school district serving students in Portland, Oregon.
1+ YOEAssociate's degree in business, finance or related field and 1–3 years fiscal experience depending on level. Requires knowledge of accounting, payroll, purchasing, budgeting, specialized financial software, spreadsheets, record keeping, and strong communication skills.
KBF CPAs: Provides professional tax, audit, and business advisory services.
2+ YOEBachelor's degree required, academic credits to sit for CPA exam, minimum 2 years audit experience, GAAP knowledge, supervisory experience, eligible to work in the U.S., must be commutable to Lake Oswego OR, Irvine CA, or San Diego CA for a hybrid schedule.
H&R Block: A tax preparation and financial services helping clients manage their taxes and finances.
High school diploma or equivalent, customer service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Allworth Financial: Provides retirement planning and investment advisory services to individuals.
2+ YOE2+ years client-facing administrative experience in financial services; high school diploma required (BS/BA preferred); proficiency with CRM and Microsoft Office (Word, Excel, Outlook); strong communication and attention to detail.
CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook
International Banking Operations Associate - Document Exam
Gresham or Saint Paul
$28-$37/hrOnsiteFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOEHigh school diploma, 3+ years relevant experience, strong attention to detail, knowledge of trade finance and letters of credit, Microsoft Office proficiency, strong communication and analytical skills.
Conshohocken or Portland or North America or Europe or Asia
OnsiteFull Time
Hamilton LaneNASDAQ: HLNE: Provides private market investment management and advisory services.
3+ YOE3+ years relevant investment or advisory experience, bachelor\u0002s degree required, strong quantitative and financial modeling skills, exceptional communication, ability to work in teams, and capacity for extended hours and occasional weekend work.
Roseburg or Springfield or Hillsboro or Colorado Springs or Tacoma or Draper or Irvine or Liberty Lake or Portland or Phoenix
$18-$27/hrOnsiteFull Time
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
2+ YOEHigh school diploma/GED, 2–4 years of banking experience, Microsoft Word and Excel proficiency, attention to detail, multitasking, communication, organization, and knowledge of banking procedures and regulations.
Compass GroupLondon Stock Exchange: CPG: Provides contract food and support services globally.
1+ YOE1–3 years accounts receivable or accounting experience; bachelor's degree preferred; proficiency with Microsoft Word and Excel and QuickBooks; strong analytical and communication skills.
Princeton or Boca Raton or Boston or Braintree or Buffalo or Burlington or Columbia or East Brunswick or Houston or Nashville or New York City or Red Bank or Rochester or Saddle Brook or San Francisco or San Ramon or Seattle or Whippany or Philadelphia or Providence or Tysons Corner or Boca Raton or Orlando or San Diego or Los Angeles or Orange County or Portland
$65k-$90k/yrHybridFull Time
Withum: Professional services firm offering audit, tax, and advisory solutions.
1+ YOEBachelor's in a quantitative discipline,1-2 years relevant gift & estate valuation experience,proficiency in Excel,strong analytical,communication,and financial statement analysis skills,progress toward professional designations preferred.
Becker Capital Management: Independent investment management firm serving individuals and institutions.
2+ YOERequires 2+ years in a similar role, adviser back-office knowledge, professional communication, collaboration, multitasking, problem solving, and deadline management. Experience with portfolio accounting, CRM, DocuSign, and Microsoft Office preferred.
Tamarac, Addepar, DocuSign, CRM, Microsoft Office Suite, Microsoft Excel
Coldstream Wealth Management: Provides financial planning and investment management for affluent clients.
1+ YOE1-3 years customer service experience, interest in wealth management, proficiency with Microsoft Outlook/Word/Excel/PowerPoint, strong communication and organizational skills; Bachelor's preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce CRM, Tamarac