Job DescriptionPAPE' MACHINERY, INC. - CONSTRUCTION & FORESTRY DIVISION - EUGENE, OR - CORPORATEOPERATIONS ANALYST:
Do you enjoy analyzing data and turning it into meaningful insights for leadership? Do you thrive at the intersection of analytics, strategy, and operational execution? Are you excited by the challenge of building reports and uncovering insights from data to help drive business success? Do you thrive in a role where you collaborate across departments and support both day-to-day operations and special projects? If you answered yes to these questions, we would love to hear from you! Pape' Machinery, a premier capital equipment dealer in the West, is seeking an Operations Analyst to our team at our corporate office in Eugene, OR.
At Pape', we invest in your growth. From robust training programs to continuous support, we equip our team members with the tools to succeed. In return for your hard work, we offer competitive compensation, exceptional benefits, and a strong work-life balance-all designed to support you and your family.
Make a difference. Grow your career. Join the Pape' Team!
WHAT YOU'LL DO:
As our Operations Analyst, you will be one of the primary members providing the data and visualization to help improve business functions and drive company success. You will be tasked with producing a wide-range of datasets, reports and dashboards that will be used by our management teams. To thrive in this role, you must love problem-solving, analyzing data & processes to identify trends, opportunities for improvement, and developing creative solutions to support our teams.
This team member will work out of our corporate office in Eugene, OR.
Key Responsibilities:
Analyze and prepare monthly reports on company-wide activity, including performance scorecards.
Support Sales, Rental, and Product Support Departments with reports related to machine inventory, parts, and service management and analysis.
Document procedures in line with modernization initiatives.
Collaborate with corporate departmental teams on special projects.
Design and implement new reporting models at the request of executive management.
Work cross-functionally with Information Systems, analyst groups, Accounting, and Corporate Sales Operations.
Maintain strong, professional communication with corporate departments and internal stakeholders.
WHAT YOU NEED:
Bachelor's degree or 2-year degree with relevant work experience.
Advanced Excel (e.g. Pivot Tables, V/XLookup), Power Query and data validation skills.
Basic proficiency in SQL, including the ability to execute rudimentary queries to extract, validate, and interpret operational data for reporting and decision-making.
Proficiency in data visualization tools and reporting platforms, such as the creation and management of AWS QuickSight and/or PowerBI dashboards.
Understanding of financial and operating systems, including interpreting financial statements.
Ability to work effectively with cross-functional teams.
Above average time & task organizational skills.
Capability to multi-task with a high level of accuracy.
Excellent oral and written communication skills.
Ability to travel overnight on an as-needed basis.
Compensation: $71,712-107,567/yr (Depending on Experience) Why work for Pape':
Competitive pay based on your skills, training, and experience level.
Outstanding benefits including - 401(k) & Roth 401(k) Retirement Plans with Company Match; Medical, Dental, Vision and Prescription Insurance; Flexible Spending Accounts (Flex Plans); Life Insurance; Short- and Long-Term Disability Insurance; Employee Assistance Program; Online and Instructor-Led Training; Tuition Reimbursement for Training Programs.
Progressive Vacation Plans, Sick Leave & Paid Holidays - Members receive 80 hours of vacation (First year is prorated for new hires based on start date), 40 hours of Sick Leave, and 7 paid holidays each year. Pape' vacation plans also have tiers based on your seniority, so as your seniority grows, your vacation time off does as well.
Advancement - Pape' is a dynamic, growth-oriented organization with a focus on promoting from within.
Stability and reputation - Pape' is a family-owned, fourth-generation company with over 160 locations, over 4,000 members and 85 plus years of experience. Pape' is known for their stability, honesty and integrity.
Equipment - Pape' has the largest equipment inventory in the West and an unparalleled parts inventory!
Employee impact - Enjoy an open-door policy where your voice will be heard and your opinions will matter.
Training - You will be provided with training and mentoring to prepare you for your role and continued learning to grow your skills.
The Pape' Group maintains a drug-free workplace and as such, requires candidates to successfully pass a pre-employment drug test.
$71.7k-107.6k yearly 24d ago
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Operations Analyst
PapÉ Jobs
Finance analyst job in Eugene, OR
PAPE' MACHINERY, INC. - CONSTRUCTION & FORESTRY DIVISION - EUGENE, OR - CORPORATE OPERATIONS ANALYST:
Do you enjoy analyzing data and turning it into meaningful insights for leadership? Do you thrive at the intersection of analytics, strategy, and operational execution? Are you excited by the challenge of building reports and uncovering insights from data to help drive business success? Do you thrive in a role where you collaborate across departments and support both day-to-day operations and special projects? If you answered yes to these questions, we would love to hear from you! Pape' Machinery, a premier capital equipment dealer in the West, is seeking an Operations Analyst to our team at our corporate office in Eugene, OR.
At Pape', we invest in your growth. From robust training programs to continuous support, we equip our team members with the tools to succeed. In return for your hard work, we offer competitive compensation, exceptional benefits, and a strong work-life balance-all designed to support you and your family.
Make a difference. Grow your career. Join the Pape' Team!
WHAT YOU'LL DO:
As our Operations Analyst, you will be one of the primary members providing the data and visualization to help improve business functions and drive company success. You will be tasked with producing a wide-range of datasets, reports and dashboards that will be used by our management teams. To thrive in this role, you must love problem-solving, analyzing data & processes to identify trends, opportunities for improvement, and developing creative solutions to support our teams.
This team member will work out of our corporate office in Eugene, OR.
Key Responsibilities:
Analyze and prepare monthly reports on company-wide activity, including performance scorecards.
Support Sales, Rental, and Product Support Departments with reports related to machine inventory, parts, and service management and analysis.
Document procedures in line with modernization initiatives.
Collaborate with corporate departmental teams on special projects.
Design and implement new reporting models at the request of executive management.
Work cross-functionally with Information Systems, analyst groups, Accounting, and Corporate Sales Operations.
Maintain strong, professional communication with corporate departments and internal stakeholders.
WHAT YOU NEED:
Bachelor's degree or 2-year degree with relevant work experience.
Advanced Excel (e.g. Pivot Tables, V/XLookup), Power Query and data validation skills.
Basic proficiency in SQL, including the ability to execute rudimentary queries to extract, validate, and interpret operational data for reporting and decision-making.
Proficiency in data visualization tools and reporting platforms, such as the creation and management of AWS QuickSight and/or PowerBI dashboards.
Understanding of financial and operating systems, including interpreting financial statements.
Ability to work effectively with cross-functional teams.
Above average time & task organizational skills.
Capability to multi-task with a high level of accuracy.
Excellent oral and written communication skills.
Ability to travel overnight on an as-needed basis.
Compensation: $71,712-107,567/yr (Depending on Experience) Why work for Pape':
Competitive pay based on your skills, training, and experience level.
Outstanding benefits including - 401(k) & Roth 401(k) Retirement Plans with Company Match; Medical, Dental, Vision and Prescription Insurance; Flexible Spending Accounts (Flex Plans); Life Insurance; Short- and Long-Term Disability Insurance; Employee Assistance Program; Online and Instructor-Led Training; Tuition Reimbursement for Training Programs.
Progressive Vacation Plans, Sick Leave & Paid Holidays - Members receive 80 hours of vacation (First year is prorated for new hires based on start date), 40 hours of Sick Leave, and 7 paid holidays each year. Pape' vacation plans also have tiers based on your seniority, so as your seniority grows, your vacation time off does as well.
Advancement - Pape' is a dynamic, growth-oriented organization with a focus on promoting from within.
Stability and reputation - Pape' is a family-owned, fourth-generation company with over 160 locations, over 4,000 members and 85 plus years of experience. Pape' is known for their stability, honesty and integrity.
Equipment - Pape' has the largest equipment inventory in the West and an unparalleled parts inventory!
Employee impact - Enjoy an open-door policy where your voice will be heard and your opinions will matter.
Training - You will be provided with training and mentoring to prepare you for your role and continued learning to grow your skills.
The Pape' Group maintains a drug-free workplace and as such, requires candidates to successfully pass a pre-employment drug test.
$71.7k-107.6k yearly 24d ago
Senior Financial Management Analyst
City of Eugene, or 4.3
Finance analyst job in Eugene, OR
PUBLIC WORKS ADMINISTRATION IS LOOKING TO HIRE! Application Deadline: Friday, January 23, 2026, at 5 p.m. P.S.T. Accepting Online Applications Only Information on How to Apply Your Mission As a Senior FinancialAnalyst for Public Works Administration, you will provide sound financial analysis and recommendations to Public Works management staff and special project teams. You will have an opportunity to learn a wide range of public infrastructure programs as you research operation and capital financial issues.
Key responsibilities will include:
* Assisting with the development and monitoring of the Public Works Department operating and capital budgets;
* Forecasting revenue and expenses for operations and capital funds;
* Analyzing and updating full cost rate models;
* Performing financial and policy analysis on a range of key public infrastructure issues.
The Ideal Candidate
We are looking for someone who:
* Has a proven track record in financial modeling, forecasting, budgeting and reporting;
* Can effectively communicate complex information to various audiences;
* Is committed to promoting a respectful and healthy workplace;
* Has a proven ability to manage multiple financial projects simultaneously, meeting deadlines while ensuring accurate outputs.
* Is experienced in working closely with other teams to gather data and provide financial insights that support their functions.
A Day in the Life of a PW FinancialAnalyst
As a member of the Public Works Administration finance team, your day will involve a blend of financial analysis, collaboration with various program managers, creating reports, and working towards your professional development goals. A typical week could look like:
* Providing professional consulting support on developing, implementing and monitoring PW's operating budgets.
* Using your investigative mind to discover discrepancies in different reports in order to process necessary adjustments in the financial system.
* Update fund forecasts and present findings to key staff.
* Respond to questions from a member of the department financial team for clarification on an assignment.
* Attend team meetings, work independently on projects and grow your career with the City through 1:1 development time.
Public Works
Public Works is dedicated to building a diverse and healthy workplace, one where employees feel a sense of belonging, and are valued for their contributions and the perspectives they bring. We strive for Public Works to have a personality that celebrates our accomplishments, encourages learning and growth, and promotes the wellbeing of all our employees.
This position is eligible for flexible work hours and we offer family-friendly benefits to all our employees:
* Retirement Plans
* Medical, Dental and Vision Coverage
* Paid Time Off
* Opportunities to work on City-wide initiatives
* Employee Assistance Program
* Flexible spending accounts for transportation, childcare and healthcare
Classification: Management Analyst, Senior
Department/Division: Public Works Department / Administration Division
Salary Range: $44.83 - $60.52 / hourly; $93,248.40 - $125,881.60 / annually
The City of Eugene determines starting pay within the range based on relevant education and experience as provided by the applicant in their application materials. This process is consistent with the Oregon Equal Pay Act (OEPA). You can learn more about our process at our How to Apply page.
Location: 99 W 10th Ave, Eugene, OR
Benefits: Please click the Benefits Tab to view the City of Eugene's competitive package options.
Work Schedule: The City of Eugene is shifting to a work environment of primarily in the office work to foster collaboration and connection. New employees must work on site full time for the duration of their probationary period (typically 12 months). Following the probationary period employees may utilize a flexible working environment one day a week per the Alternative Work Policy.Capital and Operating Budgets:
You will be an integral part of the finance team in developing, implementing and monitoring Public Work's operating and capital budgets. This will include becoming efficient in financial, grant and project accounting systems, analyzing cost and revenue trends and projections, analyzing and recording financial transactions, and preparing a variety of financial management reports tailored to different audiences. Additionally, you will be responsible for completing the annual revenue projections and fund balancing tasks for many of our management funds.
Public Works has several funds which need to set full cost rates on an annual or biennium cycle and you will become an expert in several of these rate models. You'll perform the annual updates and present key findings to department leadership.
You will lead program managers through the full cycle of budgeting for the Public Works Administration division and provide financial analysis and recommendations to the division's management team.
After you become trained in the City's operating and capital processes, you will serve as a trainer to newer members of our Public Works finance team. Your assistance to our financialanalysts throughout the department will help to maintain our department financial strength, accuracy and trust with our department leadership team.
Financial and Policy Analysis:
You will have the opportunity to work with wide range of program managers on projects that can include providing professional financial analysis and forecasting. In addition, policy analysis may also be needed. This will require extensive research to identify impacts, potential solutions and provide recommendations. Even the best financial analysis can be under-utilized if it's not communicated in the right form for the audience. An important part of your work will include preparing complex reports that highlight your main recommendations clearly and succinctly for different audiences (and being ready to also explain the details as needed).
Public Works Administration Team
Everyone needs a team, and as part of Public Works Administration, you will be a part of developing and implementing goals and objectives for the division.
You may supervise professional and paraprofessional finance support staff; which includes the full range of supervisory duties, such as hiring, coaching, terminating, planning, prioritizing, coordinating, supervising, and reviewing the work of other employees.
This posting wouldn't be complete without acknowledging you may participate in other related duties as assigned.Studies have shown that women and people of color are less likely to apply for jobs unless they believe they are able to perform every task in the job description. We are most interested in finding the best candidate for the job, and that candidate may be one who comes with relevant transferrable skills from a variety of sources and experiences.
The City will consider any equivalent combination of knowledge, skills, education, and experience to meet minimum qualifications. If you are interested in applying, we encourage you to think broadly about your background and skill set for the role.
A typical way to obtain the knowledge and abilities would be:
Experience:
Five years of increasingly responsible experience in finance, operations, administration, or budgeting, preferably in municipal government. Including one year of supervisory or program management experience.
Education:
Equivalent to a bachelor's degree from an accredited college or university with major course work in finance, public policy, business, or a related field.
Additional qualifying professional experience may substitute for the educational requirement.
License or Certification:
A valid Oregon driver's license is preferred, but not required to work within this position.
The Ideal Candidate will have the following knowledge, skills and abilities.
Knowledge of:
* Principles and best practices of municipal financial management, public infrastructure revenue management (user fees, general rate setting), and public policy analysis.
* Statistical, forecasting, and other quantitative methods, research methods, economic principles and financial and operational analysis techniques.
* Complex organizational and management practices as applied to the analysis and evaluation of programs, policies and operational needs.
* Federal, State, and local laws and regulations related to the financial management of City government and public works services, knowledge of Oregon's legislative process, familiarity with State Local Budget Law, familiarity with Generally Accepted Accounting Principles.
* Current social, political, economic trends affecting local government.
* Principles, methods, and procedures for managing contracts.
* Principles of supervision, training, and performance evaluation or professional program/ project leadership.
Ability to:
* Construct and analyze complex spreadsheets for rate setting and revenue forecasting and other financial applications.
* Provide project leadership, coordinate staff assignments, evaluate the progress and work products of other project team members, and generally ensure the successful and timely completion of projects.
* Develop new and/or review existing department business operations, policies and procedures; make appropriate recommendations for improvements or innovations and implement approved recommendations.
* Establish and maintain cooperative working relationships with outside agency staff, members of the general public, elected officials, and other city employees.
* Effectively administer a variety of program responsibilities.
* Work well with all levels of officials, City staff, other agency staff, and the general public.
* Identify and respond to public, external agency, City policy board and departmental management issues and concerns.
* Communicate well, both orally, and in writing, and make effective presentations.
Skilled in:
* Facilitation, negotiation, and meeting skills.
* Intermediate to advanced level Excel and database management skills.
* Strong verbal and writing skills, particularly in relaying technical and financial information to non-technical and non-financial personnel.
What to Expect from our Selection Process: Applicants are screened based upon their relevant knowledge, abilities, skills, experience, and training. The selection process varies according to the position and can include such things as screening of supplemental questionnaires, written or skill tests, ability or fitness tests, interviews, and assessment processes. In addition, background investigations and records checks may be required. Some positions also require applicants to have a psychological evaluation and/or physical examination and a drug test prior to employment. Marijuana use is evaluated consistent with current state law regulations. PLEASE NOTE: Once the posting closes, the process can take 4-6 weeks to complete.
Diversity, Equity, and Inclusion: The City of Eugene is committed to a respectful work environment. We value the cultural, educational, and life experiences of each employee. We believe that a diverse workforce enables us to deliver culturally responsive services to all members of our community. As part of our commitment to diversity, equity, and inclusion we desire to welcome, respect, and create a sense of belonging for a wide range of identities and experiences in our workforce. Women, people with disabilities, and persons of color are strongly encouraged to apply.
The City of Eugene complies with the Americans with Disabilities Act of 1990. Any applicant with a qualified disability under the Americans with Disabilities Act may request accommodation by contacting an employment coordinator at **************.
In compliance with the Immigration Reform and Control Act of 1986, the City of Eugene will request all eligible candidates who accept employment with the City to provide documentation to prove they are eligible for employment in the United States.
$93.2k-125.9k yearly 4d ago
Controller
Ausland Group
Finance analyst job in Eugene, OR
Controller
For 75 years, Ausland has delivered high-impact projects to clients throughout the greater Pacific Northwest. As a fully integrated commercial design and construction firm, we bring architecture, engineering, and construction together under one roofenabling us to uphold our vision: World-class development, locally scaled for our community. Our reputation for excellence is reflected not only in satisfied clients and staff, but also in a range of awards, including Oregons 100 Best Companies to Work For, Excellence in Family Business from Oregon State University, and Best Large Company from the Grants Pass and Josephine County Chamber of Commerce.
This position is an excellent opportunity for a professional who combines technical expertise with a passion for service. As Ausland Groups Accounting Controller, you will oversee the companys financial systems and play a central role in ensuring accuracy, transparency, and accountability. You will also help shape the financial processes that support our ongoing growth and impact.
Beyond technical proficiency, were looking for someone who excels at mentoring others, building strong internal controls, and collaborating across disciplines. Youll work closely with a talented team of architects, engineers, and construction professionals to align financial strategy with project execution and client success.
This position is based in our Eugene office and will require regular weekly travel to our Headquarters in Grants Pass.
PRIMARY FUNCTIONS:
Responsible for internal accounting controls, financial reporting, compliance, and overall leadership of accounting and compliance team.
JOB DUTIES:
Financial and Managerial Accounting
Develop and maintain a system of accounting policies and controls
Oversee the operations of the accounting department
Ensure compliance with generally accepted accounting principles
Manage work in process revenue recognition
Ensure timely and relevant financial and managerial statements and reporting
Manage production of the corporate budget and forecasts
Treasury
Forecast cash flow positions, related borrowing needs, and available funds for investment
Arrange for debt financing and investment of surplus capital
Compliance
Coordinate with external accountants for annual financial statement review and tax preparation
Monitor debt levels and compliance with debt covenants
Comply with regulatory tax reporting requirements and filings
Risk Management
Lead banking, CPA, insurance, and surety relationships
Ensure that record keeping meets regulatory requirements
Maintain relations with external auditors and investigate their findings and recommendations
Oversee the preparation of required corporate annual reporting
Minimum Experience & Credentials:
5 years of construction industry controller specific experience
Proficiency with industry specific software
BS in accounting, finance, business administration or a related field, from an AACSB accredited college or university
Valid drivers license and reasonable driving record
PHYSICAL REQUIREMENTS
Ability to lift and move up to 20 lbs. occasionally.
Sitting (or driving) in a normal seated position for extended periods of time.
Reaching by extending hand(s) or arm(s) in any direction.
Finger dexterity required to manipulate objects with fingers rather than with whole hand(s) or arm(s), i.e.: using a keyboard.
Communication using the spoken word.
Ability to see within normal parameters, to hear within normal range and to move about
BENEFITS
Health, dental and vision insurance
$15,000 life insurance policy
401(k) with company match
Fitness and wellness membership allowance
Paid holidays
Paid time off
Paid professional memberships and licensure
Company celebrations and social events
Annual employee recognition, gifts, and swag
Flexible work environment accommodations, valuing work-life balance
AUSLANDS VISION
To bring world class development, locally scaled for our community.
CORE VALUES
Integration, Innovation, Resourcefulness and Tenacity.
EEO STATEMENT
Ausland is an equal opportunity employer. We revel diversity and are committed to creating an inclusive environment for all employees. If you need assistance or accommodation, please contact Ausland at ************.
$81k-118k yearly est. 28d ago
Controller
Mac's List
Finance analyst job in Eugene, OR
Description Women's Care is a clinic group dedicated to providing compassionate, high-quality care across every stage of life. Our organization values accuracy, collaboration, and service, and we believe strong financial stewardship plays an important role in supporting patient care and clinic operations.
About the Role
The Controller is responsible for assisting the Chief Financial Officer in managing the organization's accounting and financial reporting functions, ensuring accuracy, consistency, and compliance across our clinic locations. This role works closely with leadership and operational teams to support day-to-day financial needs and sound decision-making. This is a full-time opportunity working on-site at our Admin location in Eugene, Oregon. Our Controller recruiting pay range is $82,218 - $102,773 annual and we offer a great benefits package.
What will you do:
* Records accounts receivable payments and reconciles bank deposits to Practice Management system.
* Processes accounts payable and payments to vendors.
* Coordinates payroll processing and assists with reporting.
* Manages bank accounts to ensure funds are available to meet payment obligations.
* Processes distributions to owners/members.
* Manages corporate credit cards used by owners and staff.
* Assists with all finance tasks, such as monthly financial close, 401(k) administration, 1099 reporting, property tax returns, vendor management, and unclaimed property.
Requirements
What do you need to bring to the role:
* Experience: Three to five years full-cycle bookkeeping and payroll experience required; healthcare background preferred.
* Education: College degree required.
Competencies that matter to us:
Business Effectiveness: Knowledge of generally accepted accounting principles (GAAP) and processes. Experience with accounting software and Microsoft Excel.
Personal Effectiveness: Strong personal work habits with a high level of accountability and self-management skills that enable desired outcomes. Easily able to adapt and maintain composure, effective at time priority and management, and able to respond to feedback constructively.
Interpersonal Effectiveness: Strong communication skills, a teamwork mindset, and well-developed interpersonal capabilities that enable successful interactions with others. Engages well with the team/patients through respectful and inclusive conduct.
About Women's Care:
Women's Care was founded in 1988 and is Lane County's oldest independent physician group specializing in women's health. We have six clinic locations within Lane County and one in Bend, OR. We hold ourselves to the highest possible standard of care delivery through compassion, respect, and professionalism. Women's Care takes care of all patients, from adolescence to menopause, and is one of the area's strongest advocates for women's health.
Looking at the surrounding area, Eugene/Springfield, OR has something for everyone; from the rugged outdoors to tranquil gardens, to lively city streets - Oregonians experience an exciting lifestyle filled with diversity and the arts with world class performances at the Hult Center year-round. Enjoy a relaxing bike ride or jog along one of our many lush, green, running and biking paths throughout the community. The University of Oregon lies in the heart of Eugene with the ability to enjoy college sports activities at multiple state of the art facilities.
Farm to Table is a way of life in Lane County. Enjoy many of our delicious restaurants, wineries, and breweries in one of the country's up and coming culinary hot spots. Both sand and snow are within driving distance. One hour from the I-5 corridor, enjoy gorgeous coastal views, while two hours in the other direction, the fresh powder of Mt. Bachelor awaits.
Women's Care is an equal opportunity employer.
Salary82,218.00 - 102,773.00 Annual
Listing Type
Jobs
Position Type
Full Time
Salary Min
82218.00
Salary Max
102773.00
Salary Type
/yr.
$82.2k-102.8k yearly 16d ago
Plant Controller - Manufacturing
Carter Support Services
Finance analyst job in Eugene, OR
Job DescriptionJob Title: Plant Controller Department: Finance Reports To: Chief Financial Officer (CFO) FLSA Status: Exempt The Plant Controller serves as the financial and strategic partner to the plant and operational leadership teams, with responsibility for overseeing all financial aspects of manufacturing operations. This role plays a key part in cost management, variance analysis, budgeting, forecasting, inventory control, and driving operational efficiency through data analysis and financial insights. Reports to the CFO with a dotted-line relationship to the Director of Operations.
Core Responsibilities
Cost Accounting & Analysis
Manage all aspects of cost accounting, including product costing, labor, and overhead allocation.
Lead cost analysis efforts to identify cost-saving opportunities and improve operational efficiency.
Provide detailed financial insights on cost drivers across manufacturing processes.
Perform cost estimates for new products and processes.
Analyze and explain manufacturing cost variances, including labor, material, and overhead.
Budgeting & Forecasting
Coordinate annual and quarterly planning processes related to plant operations, labor, overhead, and inventory.
Provide operational forecasts and scenario modeling for leadership decision-making.
Track and evaluate performance against budgets and identify key variances.
Inventory Control & Supply Chain Collaboration
Partner with supply chain and warehousing teams to manage inventory accuracy, including cycle counts and reconciliation.
Develop and implement inventory control procedures and troubleshoot discrepancies.
Analyze inventory valuation and obsolescence reserves; optimize inventory turnover.
Support vendor relations and inventory-related process improvements.
Financial Reporting & Operational Support
Prepare and present financial statements, KPIs, and analysis related to operations.
Deliver insights and reporting that support manufacturing efficiency and financial performance.
Support the monthly financial close process, including journal entries and reconciliations.
Ensure alignment of financial data with ERP systems and operational results.
Data & Systems Proficiency
Utilize ERP to extract and analyze financial data using the client interface and SQL.
Develop dashboards and reports to track operational metrics and KPIs.
Leverage advanced Excel skills for modeling, trend analysis, and data visualization.
Serve as a systems expert, identifying opportunities for automation and process enhancements.
Leadership & Compliance
Actively participate as a member of the plant leadership team, contributing financial insight to strategic decisions.
Lead capital project financial analysis, including ROI evaluation, expenditure tracking, and purchase order creation.
Ensure department managers understand relevant financial performance and variance to targets.
Ensure adherence to documented ERP data entry procedures.
Ensure compliance with internal controls and company financial policies.
Support internal and external audits with accurate documentation and analysis.
Qualifications
Education & Experience
Bachelor's degree in Accounting, Finance, or a related field required.
Minimum of 5 years of experience in plant accounting orfinancial leadership within a manufacturing environment (CPG or food manufacturing preferred).
Prior experience supporting plant leadership and cross-functional teams.
ERP systems experience required; Microsoft Dynamics NAV preferred.
Key Competencies & Skills
Strong background in cost accounting and manufacturing variance analysis
Must have a strong background in cost analysis.
Advanced skills in Microsoft Excel (pivot tables, macros, data modeling, etc.)
Query relational databases and define relevant report requirements
Excellent analytical and problem-solving skills; data-savvy with a strong financial acumen
Effective verbal and written communication skills across all levels of the organization.
Highly organized with the ability to manage multiple priorities in a fast-paced environment
Collaborative team player with strong interpersonal skills
Familiarity with manufacturing processes and operations performance metrics
Experience in budgeting, forecasting, and operational planning
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position may require some travel for job and recruiting events.
Physical Requirements:
The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully.
An office position, which may require sitting for long periods of time and a significant amount of time in front of a computer, entering data and preparing reports
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand, walk, use hands to finger, handle, or feel, and reach with hands and arms.
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$77k-111k yearly est. 24d ago
Senior Financial Analyst, Controllership
Levi Strauss 4.3
Finance analyst job in Eugene, OR
Calling all originals: At Levi Strauss & Co., you can be yourself - and be part of something bigger. We're a company of people who like to forge our own path and leave the world better than we found it. Who believe that what makes us different makes us stronger. So add your voice. Make an impact. Find your fit - and your future.
Levi Strauss & Co. is looking for a Senior FinancialAnalyst, LSA Controllership to support the Americas Controllership organization on our Eugene, OR based team. You will be responsible for consolidated financial reporting on a monthly rhythm. We are looking for a finance professional who excels in a collaborative environment and someone who is eager to contribute to efforts that support the broader finance organization. In this role will report to the Sr. Manager, LSA Controllership.
About the Job
Support the monthly, quarterly and year-end close processes, ensuring accuracy.
Ensure compliance with GAAP and internal accounting policies.
Collaborate with FP&A, Global Accounting, Tax, Treasury, and Operations to ensure accurate financial reporting.
Identify, document and resolve accounting orfinancial control related issues
Help compile and review of internal and external reporting schedules
Help with internal and external audits, including preparation of audit schedules and responding to auditor inquiries.
Support implementation of new accounting standards and other transformative finance projects (recent examples include lease accounting, ERP rollout, acquisition accounting)
Participate in system upgrades, automation projects, and process optimization projects.
Perform ad-hoc analysis, reconciliations and reporting
Coordinate between global business services teams, corporate and local finance support teams to support controllership-related and other projects.
About You
Bachelor's degree in Accounting, Financeor related field (CPA)
4-6 years of relevant experience in accounting, controllership, or audit
Knowledge of US GAAP and internal controls.
Proficiency in ERP systems (e.g., SAP S/4 Hana)
Advanced Excel skills
This is a hybrid position based in our Eugene, OR office. You will be expected in office 3 days per week typically Tuesday-Thursday. Note, time in office can vary depending on business needs.
The expected starting salary range for this role is
$87,600 - $128,500
per year.
We may ultimately pay more or less than the posted range based on the location of the role. The amount a particular employee will earn within the salary range will be based on factors such as relevant education, qualifications, performance and business needs.
Levi Strauss & Co. (LS&Co.) offers a total rewards package that includes base pay, incentive plans, 401(k) matching, paid leave, health insurance, product discounts, and more designed to help you and your family stay healthy, meet your financial goals, and balance the demands of your work and personal life. Available benefits and incentive compensation vary depending upon the specifics of the role; details relating to a specific role will be made available upon request. Read more about our benefits here.
LS&Co. is an affirmative action and equal employment opportunity employer. We welcome and value people from diverse cultures, backgrounds, and experiences to make LS&Co. a collective success.
#LI-Hybrid
EOE M/F/Disability/VetsLOCATIONEugene, OR, USAFULL TIME/PART TIMEFull time
FILL DATE
This position is expected to be filled by 02/13/2026.Current LS&Co Employees, apply via your Workday account.
$87.6k-128.5k yearly Auto-Apply 28d ago
Financial Analyst
Consolidated Precision Products 4.1
Finance analyst job in Albany, OR
If you would love to be part of a company that is poised for substantial growth with opportunities for advancement then CPP and its subsidiaries may be the right fit for you! We have multiple facilities (Selmet, Inc. and Pacific Cast Technologies, Inc. (PCT)) in Albany, OR and are a world class supplier of titanium components and castings for the aerospace industry. If you are selected to join our team you will enjoy benefits such as quarterly bonus, medical, dental, vision, 401(k), company paid life insurance, and other great benefits!
Description of Role
CPP Selmet is seeking a FinancialAnalyst who will support our business and manufacturing operations by providing information and insight into the organization's financial and manufacturing results by developing models and analysis from the data maintained within the organization's Enterprise Resource Planning (ERP) systems as well as various other information systems.
Additionally, the FinancialAnalyst performs various tasks to support the accounting department with maintaining the financial records of the organization and participates in the month-end closing and reporting processes. Such tasks can include, but are not limited to, creating and posting journal entries, generating supporting documentation and analysis, maintaining fixed asset records, and reconciling general ledger accounts.
Responsibilities
* Prepare and present recurring and ad-hoc reports, queries, BI, and analysis that support strategic decision-making by collecting, analyzing, and summarizing data and trends.
* Effectively communicate and interface with management and personnel from a variety of disciplines including division leadership, operations, sales, purchasing, shipping/receiving, and IT.
* Provide support for financial forecasting and target-setting by keeping various models up to date with latest results and projections and ensuring model calculations are operating as designed.
* Build and maintain dashboards using Power BI for KPIs and financial performance
* Maintain the integrity of part-level standard costs, earned hours, bills of material and production routings within the organization's ERP systems.
* Monitor and maintain work order and inventory records in the ERP. Participate in and support physical inventory counting processes.
* Prepare and post journal entries as directed with supporting documentation and analysis as appropriate.
* Assist in the preparation of the annual business plan, primarily focused on driving plan assumptions to the level of detail needed for reporting, analysis, and management.
* Apply continuous improvement principles to areas of responsibility to increase efficiency and accuracy and eliminate waste and re-work.
* Other projects and tasks as directed.
Required Skills and Experience
* Bachelor's degree in Accounting/Financeor a similar discipline or a minimum of 4 years of progressive experience in accounting in a manufacturing environment.
* Working knowledge of Infor ERP business software applications, preferably with Visual and Syteline.
* Familiarity with SQL Server, Power Query, and Power BI
* Advanced Microsoft Excel skills including pivot tables, lookups, and VBA.
* Very strong analytical ability, attention to detail, strong judgment, and problem analysis techniques.
* Experience with data mining, analysis, and reporting.
* Strong interpersonal skills--must be able to communicate effectively with personnel outside of accounting and work successfully on a team.
* Ability to solve complex systems problems quickly with fragmented technical guidance.
Consolidated Precision Products (CPP) is an industry-leading manufacturer of highly-engineered
components and sub-assemblies, supplying the commercial aerospace, military and industrial markets with small-to-large "function critical" products. CPP provides its customers with a "total solution" source, taking them from concept to finished product with one of the broadest and most diverse product offerings in the industry. More information about our company can be found at: ***********************
U.S. person status is required for this position in order to comply with the Arms Export Control and Export Administration Act. U.S. persons are U.S. citizens, legal permanent residents as defined by 8 U.S.C. 1101(a)(20) or protected individuals as defined by 8 U.S.C. 1324b(a)(3).
CPP Corporation is an Equal Opportunity Employer that recruits, hires, trains, and promotes employees in all job classifications without regard to race, color, religion, age, sex, sexual orientation, gender identity, marital status, national origin, disability, veteran's status, or other legally protected status.
This is a non-management position
This is a full time position
$57k-93k yearly est. 54d ago
Strategic Finance Manager
Insight Global
Finance analyst job in Corvallis, OR
A nuclear energy company is looking to add a Strategic Finance Manager to their finance team. Responsibilities include: * Completing strategic and financial modeling to support financial and business development needs in coordination with the business development team.
* Completing strategic and financial modeling to support corporate financial needs and in support of acquisition and divestment analysis.
* Representing the finance department in communications with internal stakeholders and external providers of equity and debt capital in support of existing and potential customer projects.
* Modeling company projects to support customer requests for financial information.
* Analyzing market opportunities for complementary value streams.
* Supporting external capital provider conversations for the benefit of the customers.
* Guiding internal conversations regarding the financial value of the business product lines.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (****************************************** Og4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (*********************************************************************************************** .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: *************************************************** .
Skills and Requirements
* Bachelor's degree in Financeor Accounting
* 8+ years of experience as a financialanalyst in the energy, utility, commercial real estate, or infrastructure field
* Experience closing of project-level debt and equity
* Experience with domestic and/or international export credit agency debt placement
$79k-112k yearly est. 60d+ ago
Financial Advisor - Corvallis, OR
Country Financial 4.4
Finance analyst job in Corvallis, OR
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
* Diversify their income through multiple product lines beyond financial services.
* Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
* Educate clients and prospects about our products and services.
* Collaborate with COUNTRY Financial Insurance Agents to secure business.
* Establish an office and build a staff.
* Conduct financial solution seminars.
* Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
* Opportunities to earn performance-based global trips and financial rewards.
* Access to continued learning and marketing resources.
* Corporate office support.
* Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
* There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
* Entrepreneurial and self-motivated.
* Goal-driven with track records of business growth in the insurance and orfinancial services industry.
* Strong communicators with excellent business acumen.
* Committed to building and maintaining solid connections between their efforts and their rewards.
* Focused on achieving professional success through securing clients' trust.
* Passionate about making positive impacts in their communities.
Required Qualifications
* Series 6/63 licenses
* Passed SIE
* Life/Health State Insurance License*
* Property/Casualty State Insurance License*
Preferred Experience
* Accredited Asset Management Specialist (AAMS)
* Chartered FinancialAnalyst (CFA)
* Certified Public Accountant (CPA)
* Certified Financial Planner (CFP)
* Chartered Financial Consultant (ChFC)
* Bachelor's Degree
* 2+ years of experience in the insurance and orfinancial services industry
* 5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
* These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
$60k-91k yearly est. 60d+ ago
Finance Manager
Vets Hired
Finance analyst job in Albany, OR
This position is responsible for driving operational and financial results. This role will provide ongoing financial and cost support throughout the new product development process, requiring a strong understanding of manufacturing processes and building of item costs. In addition, the Manager will provide significant leadership for the monthly forecasting and annual planning processes. This also includes developing and reporting operational metrics to management. The Finance Manager will also deliver value by driving bottom-line results and leading holistic margin management.
Main aspects of the role include:
Works cross-functionally with a wide range of people to ensure the company has the financial and informational resources to support decision-making and accomplish its goals. This includes developing financial modeling and identifying/refining/challenging costs and assumptions for new products, promotions, and savings proposals.
Produce and present the quarterly customer profitability review. Look to improve the reporting to capture new business issues and significant customer unique nesses.
Responsible for Materials Performance Management as a business partner to Procurement. Lead and drive savings plans, including developing project validations (Forecast and Actuals), control processes, monthly efficiency, and performance reviews.
Contribute to the accuracy, transparency, and predictability for cost of goods sold and all related key performance indicators (KPIs) including material cost, production cost, distribution costs, overhead absorption, and business waste. Support financial planning of Supply Chain costs to drive continuous improvement of predictability and transparency.
Ownership of the forecasting and budgeting income statement, communicating with appropriate team members from across the company for updates and submissions.
You!
The ideal candidate will have a Bachelor's Degree in Finance, Accounting, or Business, with a CMA preferred. This candidate will have 4+ years in relevant finance experience, with strong Cost Accounting acumen in a multi-plant manufacturing environment that includes experience developing item costing. In addition, this candidate should have experience in supply chain finance, logistics, industrial/manufacturing finance, or procurement. This individual will need to communicate financial acumen effectively with all levels within the organization. Experience with INFOR M3 is highly desired, as well as ERP conversions. 1-2 years in a leadership role is preferred. Lastly, this candidate would have a can-do attitude, commitment to quality, strong attention to detail, and enthusiasm for people, culture, company, and products.
Ownership of building standard costing rates and ensuring compliance with related audit requirements.
Working Place: Albany, Oregon, United States Company : Feb 27th 2025 Virtua Fair - Oregon Freeze Dey
$78k-112k yearly est. 60d+ ago
J.P. Morgan Wealth Management - Private Client Advisor - Corvallis, OR
Jpmorgan Chase 4.8
Finance analyst job in Corvallis, OR
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
**Job responsibilities**
+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
+ Demonstrate a deep understanding of financial markets and sound business judgement
+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity
+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
+ Provide a holistic view of clients' needs and financial coaching beyond investments
+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
**Required qualifications, capabilities, and skills**
+ At least 2 years in a Financial Advisor role or equivalent financial services experience
+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
+ Demonstrated ability and commitment to goals-based planning and advice
+ A valid and active Series 7
+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
**Preferred qualifications, capabilities, and skills**
+ Certified Financial Planning (CFP ) certification is preferred
+ Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
- NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$72k-133k yearly est. 60d+ ago
Financial Analyst
Stahlbush Island Farms 4.1
Finance analyst job in Corvallis, OR
Job DescriptionAre you passionate about finance and ready to make a meaningful impact in the Food industry? Stahlbush is seeking a dynamic Finance professional to join our Finance team, driving financial planning and analysis. Additional Information: This role will observe a 5 day in office model and be based in Corvallis, OR.
Responsibilities
Assist in financial planning and forecasting to predict current and future performance, providing actionable insights
Provide financial insights into COGS drivers, margin performance, and help in identifying opportunities for cost reduction and margin improvement
Support the budgeting and forecasting process by preparing monthly forecasts and contributing to annual budget planning
Prepare and review monthly management reporting packages with budget-to-actual analysis, including variance commentary to identify trends and discrepancies
Collaborate with cross-functional teams (Operations, Sales, Accounting, etc.) to gather necessary data and help ensure alignment with financial targets
Conduct financial analysis of product lines or segments, including pricing, product mix, and production variance, providing actionable insights to management
Enhance financial tools and reporting processes using Excel, Power BI, and ERP systems, ensuring greater efficiency, accuracy and automation (where applicable)
Collaborate with the accounting team to ensure accurate financial data is reflected in reports and forecasts, contributing to month-end closing processes (need based)
Support financial aspects of strategic initiatives, including evaluating capital projects or new business ventures (e.g., new product lines or market entry)
Assist in developing financial tools and reports, helping improve accuracy and timeliness of key financial data (inventory, costing, AR/AP, etc.)
Provide ad-hoc reporting support for special projects, new product lines, or market expansion initiatives
Contribute to cross-functional projects, offering financial analysis support as needed
Perform GM breakdowns and analysis (RM, labor, overheads, etc.) to identify variances and cost-saving opportunities
Assist in building and maintaining cash flow projections and developing financial scenario models to evaluate business performance
Assist in working capital optimization by supporting inventory management, AR/AP, and cash flow analysis
Calculate and analyze key financial ratios (e.g., inventory turnover, cost per unit, margin analysis)
Support financial model creation and provide assistance in long-term financial projections (e.g., 5-year models)
Contribute to month-end close process, including providing backup for financial data and variance explanations as needed.
This position has been identified as holding responsibility for food safety and quality of the company. This responsibility extends over all shifts.
During absence, the following position serves as coverage to this position: VP of Strategic Planning and Analysis
Professional Knowledge
Advanced understanding of Financial Planning & Analysis concepts, principles, and practices.
Excellent ability to interpret financial statements
Excellent understanding of Accounting and Financial systems
Excellent knowledge of Microsoft Office Suite and Microsoft Dynamics SL. Experience in SQL access for data
Able to identify improved methods of performing database management, and analysis
Strong analytical and problem-solving skills with excellent attention to detail
Intellectual curiosity and desire to learn about business
Minimum Qualifications
3-5+ years of progressive experience in FP&A, business finance, or operations finance
Prior experience in the food, ag, manufacturing, or CPG industry strongly preferred
Solid understanding of cost accounting, inventory flow, and financial KPIs
Advanced Excel skills required; proficiency in ERP systems, Macros and Power BI or similar tools a plus
Strong analytical, communication, and business partnering skills
Master's degree in Finance, Accounting, Economics, or a related field (CPA a plus)
Comfortable working in a lean, hands-on environment with broad responsibilities
The statements made in any and all of the position postings are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed, as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Stahlbush Island Farms, Inc is an equal opportunity employer, focused on the employment and advancement of all applicants and colleagues for employment and promotion without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
Stahlbush Island Farms is an equal opportunity employer, program auxiliary aids and services are available upon request to individuals with disabilities.
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$52k-71k yearly est. 4d ago
Accounting Analyst - Public Works
City of Corvallis, or 3.5
Finance analyst job in Corvallis, OR
City of Corvallis Public Works The goal of the Public Works Department is to support and enhance the quality of life for community members by delivering responsive and efficient services to all neighborhoods and to maintain reliable and cost-effective public works facilities and systems in a manner that emphasizes customer satisfaction and good stewardship of natural, fiscal, and staff resources.
About the Position
The Department Accounting Analyst performs a wide variety of routine and complex clerical, customer service and administrative activities in alignment with established City policies and practices to assist and support department staff and community members. Responsibilities include providing complex technical and analytical support to the department in accounts payable processing, budget monitoring, and financial tracking; research, develop, analyze and interpret data; prepare information and reports; assist with fund management; telephone and in-person reception; and cash handling. This position requires the ability to exercise knowledgeable, independent judgment on routine and non-routine matters.
Full-Time, 40 hours per week
AFSCME - represented position
12-month probationary period
Schedule: Monday - Friday 7:30am - 4:30pm
Must meet all qualifications and requirements as listed in the position description.
Essential Duties
Duties include, but are not limited to the following:
* Perform Accounts Payable functions for the department. Ensure proper account coding and that all City and State financial requirements are met, including making documentation changes to ensure compliance. Identify and resolve purchasing issues with staff and vendors. Coordinate and monitor payments on department contracts.
* Maintain the department petty cash system, verifying receipts, tracking boot reimbursements, and other reconciliations such as travel training expense reimbursements.
* Process and reconcile cash receipts for preparation of daily deposits.
* Research, develop, and prepare monthly and quarterly financial operating reports for the department. Review reports developed by other divisions. Develop special reports as required.
* Identify and analyze problems/issues and interact with supervisors, managers and the department director regarding expenditure and revenue trends. Recommend changes to avoid future problems.
* Monitor department and/or division budget throughout the year. Identify developing problem areas and recommend solutions to supervisors, managers, or department director. Analyze budget trends. Maintain budget and budget adjustment records.
* Prepare, process, and track adjustment journal entries, purchase orders, contracts after execution and check requisitions. Prepare and process budget adjustments. Assist with the annual budget process for items such as reports for annual fuel, vehicle repair costs and special project carryover balancing.
* Maintain and track the department's procurement card program, including being the proxy for approximately 80 credit cards, provide training to new employees on receipts and provides daily, weekly and monthly reconciliations.
* Assist walk-in customers, answer phones, screen calls, route calls, and take messages. Perform various customer service duties such as responding to community member complaints according to City policy, responding to other department or agency requests and, issuing parking permits, bulk water keys and temporary hydrant meters. Forward to appropriate staff or respond to emails in the Public Works email account.
* Develop or revise policies and procedures and recommend changes to improve performance.
* Maintain departmental records such as requisitions and purchase orders.
* Perform a variety of non-routine administrative duties such as the review of fleet work orders to corresponding invoices to ensure correct mark up and processing new hire paperwork.
* Provide support for contract administration, track renewal dates, act as liaison to contractors, receive and compile bid information, prepare contracts following City contract specifications and City purchasing procedures.
* Serve on internal committees when required.
* Assist the department with emergency response efforts by answering phones quickly and efficiently, recording accurate information about the situation, forwarding calls appropriately, and providing an appropriate level of information to callers regarding the status of an event.
* Assist other administrative staff and performs other related duties, including those of any classification below Department Accounting Analyst from brief instructions or through self-initiative.
* Conform with all safety rules and practices and perform work in a safe manner. Maintain job-site safety for co-workers and minimizes hazardous conditions. Attend required trainings.
* Deliver excellent customer service to diverse audiences. Respond to routine customer service requests, questions, and complaints. Maintain a positive customer service demeanor and delivers service in a respectful and patient manner.
* Perform as a member of a team, assisting with development of work group goals and objectives, and contributing to the achievement of goals and objectives. Maintain effective work relationships.
* Comply with all Administrative Policies. Perform work in accordance with Council Policies and Municipal Code sections applicable to the position.
* Arrive to work, meetings, and other work-related functions on time and maintains regular job attendance.
* Participate in the Emergency Management program including planning, classes, training sessions, exercises and emergency events as required.
* Operate and drive vehicles and/or equipment safely and legally.
* Perform other duties as assigned.
Qualifications and Skills
Qualifying Education / Experience
* High school diploma or equivalent.
* Associate's degree in accounting or two years equivalent combination of education and experience, providing the required knowledge, skills, and abilities necessary to perform the essential duties of the position.
* One year of related professional experience utilizing computerized accounting systems and spreadsheet programs.
Desired Qualifications
* Experience in government or related environment.
Certifications / Licenses
* Possession of and the ability to maintain a valid Oregon Driver's License.
Knowledge / Skills / Abilities
Knowledge of: governmental accounting and its application; knowledge of office and department specific computer hardware and software used by position (word processor, e-mail, electronic calendar, spreadsheet, database, web, etc.); and traffic laws and defensive driving.
Skill in: organization and time management; accurate typing/word processing, proof reading and editing, filing, ten key, and operating office equipment; proficient use of business English, spelling, punctuation, grammar, basic math, and advanced bookkeeping terms and concepts; interpersonal relations, customer service, communication and telephone skills; and problem-solving.
Ability to: determine the financial impact to the City of various recommendations and to act accordingly, identify potential problems areas, analyze cause and effect; and resolve technical and service-related problems; gather information, perform complex analytical tasks, develop and analyze alternatives, and make cost effective technical and procedural decisions and recommendations; communicate financialor technical information in a clear and concise manner; maintain manual and computerized filing and record-keeping systems; resolve public inquires and complaints by telephone, e-mail and in person; get along with coworkers and the general public, and maintain effective working relationships; meet deadlines while prioritizing multiple duties and projects around set time constraints, perform routine duties independently, and to work with frequent interruptions; learn the Public Works service area citywide resources by the end of the 12 month probationary period; maintain confidentiality and exercise discretion and judgment in dealing with sensitive or confidential information; understand operational rules and general instructions; discern and apply procedures to situations as encountered within established guidelines; and use multi-line phone system; computer and associated software; copy and fax machines; scanners; and other office related tools and equipment. Pass a pre-employment background check and/or criminal history check.
In Addition: the employee shall not pose a direct threat to the health or safety of the individual or others in the workplace; have demonstrable commitment to sustainability; and have demonstrable commitment to promoting and enhancing diversity, equity and inclusion.
How to Apply
Qualified applicants must submit an online application located on the City of Corvallis website (click on "Apply" above).
Applicants are encouraged to include a resume with the online application; however, resumes will not be accepted in lieu of a completed online application. Incomplete applications will not be accepted/considered.
Position is open until filled.
First review of applications will occur after 8:00 am on December 28, 2025
* Please do not include personal or protected information in attached resumes or cover letters, this includes your birth date, age, dates of education, and graduation dates.*
$52k-62k yearly est. 36d ago
Financial Solutions Advisor- Williamette Valley
Bank of America 4.7
Finance analyst job in Eugene, OR
Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Portland, Oregon; Oregon City, Oregon; West Linn, Oregon; Lake Oswego, Oregon; Salem, Oregon; Gresham, Oregon; Clackamas, Oregon; Portland, Oregon **To proceed with your application, you must be at least 18 years of age.**
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*******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*******
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Work Schedule**
Monday-Friday, plus some Saturdays as Required
Sample Schedule: 8am-5pm, 9am-6pm, etc
**Job Description:**
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals orfinancial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
**Required Qualifications:**
- **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** . If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- Has at least **one year experience** in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
**Desired Qualifications:**
- Strong computer skills with an ability to multitask in a demanding environment.
- At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained your insurance licenses.
**Skills:**
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
*******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*******
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$43k-61k yearly est. 55d ago
Cost Accountant
Cavco Manufacturing LLC
Finance analyst job in Albany, OR
Job Description
ABOUT THE ROLE
The Cost Accountant job ensures that Cavco's End of Month reports and records are appropriately maintained in a timely and accurate manner.
The Cost Accountant is a non-degreed accountant (although business degree preferred) supporting coordination of initiatives supporting plant operations. This role works independently executing process steps, conducting analysis, problem solving and delivering recommendations.
ESSENTIAL DUTIES & RESPONSIBILITIES
Provides detailed cost information not supplied by general accounting systems, applying principles of cost accounting.
Plans study and gathers data to determine costs of business activity, such as raw material purchases, inventory, and labor.
Analyzes data obtained and documents results.
Excludes paraprofessional cost accounting positions.
Analyzes changes in product design, raw materials, manufacturing methods, or services provided, to determine effects on costs.
Analyzes actual manufacturing costs, and prepares periodic report comparing standard costs to actual production costs.
Provides management with reports specifying and comparing factors affecting prices and profitability of products or services.
Other support duties for General Manager as required
MINIMUM QUALIFICATIONS
Associates degree required, bachelor's degree preferred
4 years directly related experience
Previous accounting experience desired
Medium level of Excel
Ability to work under pressure and deadlines
Organizational skills
Ability to deal with all levels of management
Team player
$47k-64k yearly est. 17d ago
Controller
Ausland Group
Finance analyst job in Eugene, OR
For 75 years, Ausland has delivered high-impact projects to clients throughout the greater Pacific Northwest. As a fully integrated commercial design and construction firm, we bring architecture, engineering, and construction together under one roof-enabling us to uphold our vision: “World-class development, locally scaled for our community.” Our reputation for excellence is reflected not only in satisfied clients and staff, but also in a range of awards, including “Oregon's 100 Best Companies to Work For,” “Excellence in Family Business” from Oregon State University, and “Best Large Company” from the Grants Pass and Josephine County Chamber of Commerce.
This position is an excellent opportunity for a professional who combines technical expertise with a passion for service. As Ausland Group's Accounting Controller, you will oversee the company's financial systems and play a central role in ensuring accuracy, transparency, and accountability. You will also help shape the financial processes that support our ongoing growth and impact.
Beyond technical proficiency, we're looking for someone who excels at mentoring others, building strong internal controls, and collaborating across disciplines. You'll work closely with a talented team of architects, engineers, and construction professionals to align financial strategy with project execution and client success.
This position is based in our Eugene office and will require regular weekly travel to our Headquarters in Grants Pass.
PRIMARY FUNCTIONS:
Responsible for internal accounting controls, financial reporting, compliance, and overall leadership of accounting and compliance team.
JOB DUTIES:
Financial and Managerial Accounting
Develop and maintain a system of accounting policies and controls
Oversee the operations of the accounting department
Ensure compliance with generally accepted accounting principles
Manage work in process revenue recognition
Ensure timely and relevant financial and managerial statements and reporting
Manage production of the corporate budget and forecasts
Treasury
Forecast cash flow positions, related borrowing needs, and available funds for investment
Arrange for debt financing and investment of surplus capital
Compliance
Coordinate with external accountants for annual financial statement review and tax preparation
Monitor debt levels and compliance with debt covenants
Comply with regulatory tax reporting requirements and filings
Risk Management
Lead banking, CPA, insurance, and surety relationships
Ensure that record keeping meets regulatory requirements
Maintain relations with external auditors and investigate their findings and recommendations
Oversee the preparation of required corporate annual reporting
Minimum Experience & Credentials:
5 years of construction industry controller specific experience
Proficiency with industry specific software
BS in accounting, finance, business administration or a related field, from an AACSB accredited college or university
Valid driver's license and reasonable driving record
PHYSICAL REQUIREMENTS
Ability to lift and move up to 20 lbs. occasionally.
Sitting (or driving) in a normal seated position for extended periods of time.
Reaching by extending hand(s) or arm(s) in any direction.
Finger dexterity required to manipulate objects with fingers rather than with whole hand(s) or arm(s), i.e.: using a keyboard.
Communication using the spoken word.
Ability to see within normal parameters, to hear within normal range and to move about
BENEFITS
Health, dental and vision insurance
$15,000 life insurance policy
401(k) with company match
Fitness and wellness membership allowance
Paid holidays
Paid time off
Paid professional memberships and licensure
Company celebrations and social events
Annual employee recognition, gifts, and swag
Flexible work environment accommodations, valuing work-life balance
AUSLAND'S VISION
To bring world class development, locally scaled for our community.
CORE VALUES
Integration, Innovation, Resourcefulness and Tenacity.
EEO STATEMENT
Ausland is an equal opportunity employer. We revel diversity and are committed to creating an inclusive environment for all employees. If you need assistance or accommodation, please contact Ausland at ************.
$81k-118k yearly est. 60d+ ago
Financial Advisor - Corvallis, OR
Country Financial 4.4
Finance analyst job in Corvallis, OR
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and orfinancial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered FinancialAnalyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and orfinancial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
$60k-91k yearly est. Auto-Apply 60d+ ago
Financial Analyst
Stahlbush Island Farms 4.1
Finance analyst job in Corvallis, OR
Are you passionate about finance and ready to make a meaningful impact in the Food industry? Stahlbush is seeking a dynamic Finance professional to join our Finance team, driving financial planning and analysis. Additional Information: This role will observe a 5 day in office model and be based in Corvallis, OR.
Responsibilities
Assist in financial planning and forecasting to predict current and future performance, providing actionable insights
Provide financial insights into COGS drivers, margin performance, and help in identifying opportunities for cost reduction and margin improvement
Support the budgeting and forecasting process by preparing monthly forecasts and contributing to annual budget planning
Prepare and review monthly management reporting packages with budget-to-actual analysis, including variance commentary to identify trends and discrepancies
Collaborate with cross-functional teams (Operations, Sales, Accounting, etc.) to gather necessary data and help ensure alignment with financial targets
Conduct financial analysis of product lines or segments, including pricing, product mix, and production variance, providing actionable insights to management
Enhance financial tools and reporting processes using Excel, Power BI, and ERP systems, ensuring greater efficiency, accuracy and automation (where applicable)
Collaborate with the accounting team to ensure accurate financial data is reflected in reports and forecasts, contributing to month-end closing processes (need based)
Support financial aspects of strategic initiatives, including evaluating capital projects or new business ventures (e.g., new product lines or market entry)
Assist in developing financial tools and reports, helping improve accuracy and timeliness of key financial data (inventory, costing, AR/AP, etc.)
Provide ad-hoc reporting support for special projects, new product lines, or market expansion initiatives
Contribute to cross-functional projects, offering financial analysis support as needed
Perform GM breakdowns and analysis (RM, labor, overheads, etc.) to identify variances and cost-saving opportunities
Assist in building and maintaining cash flow projections and developing financial scenario models to evaluate business performance
Assist in working capital optimization by supporting inventory management, AR/AP, and cash flow analysis
Calculate and analyze key financial ratios (e.g., inventory turnover, cost per unit, margin analysis)
Support financial model creation and provide assistance in long-term financial projections (e.g., 5-year models)
Contribute to month-end close process, including providing backup for financial data and variance explanations as needed.
This position has been identified as holding responsibility for food safety and quality of the company. This responsibility extends over all shifts.
During absence, the following position serves as coverage to this position: VP of Strategic Planning and Analysis
Professional Knowledge
Advanced understanding of Financial Planning & Analysis concepts, principles, and practices.
Excellent ability to interpret financial statements
Excellent understanding of Accounting and Financial systems
Excellent knowledge of Microsoft Office Suite and Microsoft Dynamics SL. Experience in SQL access for data
Able to identify improved methods of performing database management, and analysis
Strong analytical and problem-solving skills with excellent attention to detail
Intellectual curiosity and desire to learn about business
Minimum Qualifications
3-5+ years of progressive experience in FP&A, business finance, or operations finance
Prior experience in the food, ag, manufacturing, or CPG industry strongly preferred
Solid understanding of cost accounting, inventory flow, and financial KPIs
Advanced Excel skills required; proficiency in ERP systems, Macros and Power BI or similar tools a plus
Strong analytical, communication, and business partnering skills
Master's degree in Finance, Accounting, Economics, or a related field (CPA a plus)
Comfortable working in a lean, hands-on environment with broad responsibilities
The statements made in any and all of the position postings are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed, as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Stahlbush Island Farms, Inc is an equal opportunity employer, focused on the employment and advancement of all applicants and colleagues for employment and promotion without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
Stahlbush Island Farms is an equal opportunity employer, program auxiliary aids and services are available upon request to individuals with disabilities.
$52k-71k yearly est. Auto-Apply 33d ago
Financial Solutions Advisor- Williamette Valley
Bank of America Corporation 4.7
Finance analyst job in Eugene, OR
* Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Work Schedule
Monday-Friday, plus some Saturdays as Required
Sample Schedule: 8am-5pm, 9am-6pm, etc
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
* Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
* Recommends banking and investments strategies that align with client financial goals and needs
* Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
* Mitigates and controls risk as part of daily activities
* Identifies and engages potential new clients through referrals orfinancial center clientele
* Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
* Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
* Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
* Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Sets and accomplishes goals, achieving whatever you put your mind to.
* Builds and nurtures strong relationships.
* Collaborates effectively with others to get things done.
* Communicates effectively and confidently and is comfortable engaging all clients.
* Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
* Likes to learn, adapts to new information and seeks the right solutions for clients.
* Efficiently manages your time and capacity.
* Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
* Strong computer skills with an ability to multitask in a demanding environment.
* At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Obtained your insurance licenses.
Skills:
* Advisory
* Account Management
* Client Experience Branding
* Customer and Client Focus
* Oral Communications
* Issue Management
* Client Solutions Advisory
* Pipeline Management
* Active Listening
* Attention to Detail
* Risk Management
* Policies, Procedures, and Guidelines
* Client Management
* Causation Analysis
* Written Communications
* Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*
Shift:
1st shift (United States of America)
Hours Per Week:
40
How much does a finance analyst earn in Eugene, OR?
The average finance analyst in Eugene, OR earns between $47,000 and $104,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.