68 finance associate jobs at 53 companies in Longview, WA
3d
Save
Mark Applied
Hide
3d
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.
Walnut Creek or Vancouver or Federal Way or Roseville or Seattle or Lynnwood or Irvine
$25-$42/hrOnsiteFull Time
Mechanics BankNASDAQ: MCHB: Full-service community bank providing personal and business financial services.
3+ YOE3+ years mortgage lending or banking experience; high school/GED required; Associate's degree preferred; proficient with Microsoft Office and Encompass (LOS); strong communication, time management, and customer service 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.
EP Wealth Advisors: Provides fiduciary wealth management and financial planning services.
0+ YOE0-2 years finance experience; CFP designation or coursework; Series 65 within 90 days; Bachelor's degree; strong client relationship and communication skills.
Zoom, Microsoft Teams, Office Suite, Tamarac, eMoney, MoneyGuidePro, Social Security Analyzer, Advisys, Zilculator, Holistiplan, Planner CS, Monday.com
Aprio: Provides business advisory, accounting, and tax services globally.
0+ YOEBachelor's degree in Accounting required, CPA license or 150 credit hours to sit for exam, 0-1 year public accounting experience, Excel proficiency, strong verbal and written communication skills.
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
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.
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.
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.
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
Strong customer-service and communication skills; intermediate-advanced Microsoft Outlook and Excel; ability to learn systems quickly, manage client inquiries, process account paperwork, and handle sensitive information with discretion.
Microsoft Outlook, Microsoft Excel, Schwab, Fidelity, CRM systems
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 and 2+ years experience; strong communication, organizational and time-management skills; compliance adherence; CRM maintenance; knowledge of investment accounts and processing paperwork.
Piper SandlerNYSE: PIPR: Provides investment banking and institutional brokerage services.
1+ YOERequires 1–3 years of equity research or investment banking experience, a bachelor's degree, strong financial modeling, communication and quantitative skills, and SIE, Series 86, and Series 87 credentials or willingness to obtain.
High school diploma or equivalent, customer service and cash-handling experience preferred, strong communication, confidentiality, and technology proficiency; must pass background/credit check.