267 finance associate jobs at 80 companies in Estacada, 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 providing tax assistance and related products.
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
Portland or Oregon or Montana or California or New Mexico or Washington or Alaska or Texas or Los Angeles County
$48-$89/hrRemoteFull Time
Providence: Non-profit health system providing comprehensive medical and social services.
5+ YOEBachelor's degree in a quantitative field, 4+ completed ASA exams, ASA designation upon hire, 5 years of healthcare actuarial or analytics experience, SQL or programming experience, and project management skills.
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.
Portland or California or Alaska or Montana or New Mexico or Oregon or Texas or Washington
$37-$89/hrRemoteFull Time
Providence: Provides comprehensive healthcare services through hospitals, clinics, and health plans.
5+ YOEBachelor's degree in a relevant field, 4+ ASA exams, ASA upon hire, 5 years of healthcare actuarial or analytics experience, SQL or programming experience, and project management skills.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
2+ YOEHigh school diploma required (bachelor's preferred); 2+ years investment industry experience preferred; FINRA SIE/Series 6/7/63 and insurance licenses required for incentives; proficient with Microsoft Office; strong communication and analytical skills.
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
High school diploma required; bachelor’s preferred. Financial services or internship experience. Strong MS Office and CRM (Salesforce/Redtail) skills; eMoney experience a plus. Excellent communication and organizational skills.
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
2+ YOEBachelor’s degree, Series 65 or equivalent within 120 days, 2+ years of financial services experience, financial planning knowledge, analytical skills, attention to detail, and clean U4.