Finance associate jobs in Springfield, OR - 21 jobs
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Relationship Banker
Bank of America 4.7
Finance associate job in Corvallis, OR
Corvallis, Oregon
**To proceed with your application, you must be at least 18 years of age.**
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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.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
- Is confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and confidently, and is comfortable engaging all clients.
- Has the ability to learn and adapt to new information and technology platforms.
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
- Applies strong critical thinking and problem-solving skills to meet clients' needs.
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Efficiently manages time and capacity.
- Focuses on results, while acting in the best interest of the client.
- Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration orfinance
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Managemen
Minimum Education Requirement:
- High School Diploma / GED / Secondary School or equivalent
**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.
$28k-33k yearly est. 4d ago
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Relationship Banker (Corvallis Experience Center)
First Tech Credit Union 4.5
Finance associate job in Corvallis, OR
The Relationship Banker processes routine financial transactions for members in the Branch, as well as follow up activities by phone and email. The Relationship Banker is focused on building strong relationships with new and existing members. Here's what you can expect from the job and what you need to be successful:
Job duties
* Process routine financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments and cashier's checks), in compliance with regulations and guidelines
* Establish and maintain member deposit and loan accounts
* Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate
* Engage with members to understand needs and recommend financial solutions that best fit their goals, based on First Tech's suite of product offerings
* Participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems
* Perform account maintenance activities including updating member contact and personal information
* Perform follow-up activities and outbound calls for new and existing members
* Partner with other business units in sales and service activities, as appropriate
Essential skills
* Prior experience in retail sales or service; financial services experience preferred
* Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections
* Excellent verbal and written communication skills; able to express ideas concisely and logically
* Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment
* Ability to work in fast-paced environment and meet deadlines without sacrificing accuracy and service
* Strong critical thinking and decision-making skills with attention to detail
* Working knowledge of Microsoft Office Suite
* High School Diploma or equivalent
Location: Corvallis Experience Center - Corvallis, OR 97330
Target Compensation in Corvallis, OR: $20.50 to 24.75 per hour + monthly incentive
Benefits options include:
* Traditional medical, dental, and vision coverage
* 401K matching up to 5% per pay period
* Paid Time Off: You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
* 11 paid federal holidays
* Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Click here to learn more!
First Tech is not currently offering Visa sponsorship or transfer for this position
#FTFRetail
$20.5-24.8 hourly Auto-Apply 13d ago
Finance Manager
Swickard Auto Group
Finance associate job in Eugene, OR
Veterans encouraged to apply
The Finance Manager plays a critical role in the dealership's profitability. You'll be responsible for securing financing for customers, structuring deals, and presenting a variety of financial and insurance products to maximize customer satisfaction and dealership revenue.
Responsibilities:
Financing and Loan Processing:
Meet with customers after the vehicle selection to discuss financing options.
Assess customer creditworthiness and pre-qualify them for loan options from various lenders.
Negotiate loan terms and interest rates with lenders on behalf of the customer.
Secure financing approval and finalize loan documents.
Ensure all loan documentation is accurate and compliant with regulations.
Product Presentation and Sales:
Present and explain various financial and insurance products (extended warranties, gap insurance, service contracts, etc.).
Tailor product recommendations to the customer's needs and budget.
Overcome objections and effectively close deals on F&I products.
Maintain a deep understanding of all offered products and their benefits.
Deal Structuring and Profitability:
Structure financing deals that meet customer needs while maximizing dealership profit.
Utilize various tools and techniques to increase profitability within legal and ethical boundaries.
Track sales performance and identify opportunities to improve F&I penetration (percentage of customers purchasing F&I products).
Customer Service and Relationship Building:
Provide exceptional customer service throughout the financing process, ensuring a smooth and positive experience.
Build trust and rapport with customers, addressing their concerns and questions with professionalism.
Maintain a positive and welcoming demeanor in sometimes high-pressure situations.
Compliance and Regulations:
Ensure all financing and sales practices comply with federal and state regulations (e.g., Truth in Lending Act, Fair Credit Reporting Act).
Stay informed about updates to regulations and adapt processes accordingly.
Additional Responsibilities:
Train and mentor sales staff on F&I products and processes.
Maintain strong relationships with lenders and insurance providers.
Assist with monthly and quarterly sales reports and financial analysis (as needed).
Other duties as assigned
Qualifications:
Demonstrates a high “HQ” (Hospitality Quotient) consisting of kindness & optimism, intellectual curiosity, work ethic, empathy, self-awareness, and integrity.
Minimum of 2-3 years of experience in automotive financeor a related field (e.g., banking, lending).
Strong understanding of automotive financing principles and loan options.
Excellent sales and negotiation skills.
Proven ability to close deals and meet sales targets.
Exceptional communication and interpersonal skills.
Proficient in computer skills and dealership management software (DMS).
Ability to multi-task and manage time effectively in a fast-paced environment.
A valid driver's license with a clean record.
Knowledge of F&I regulations and compliance is a plus.
Benefits of Working at Swickard:
Career Path - Swickard isn't just a J-O-B. You'll learn and grow into different roles and be able to take on new leadership responsibilities.
Ongoing training and support
Opportunities for continued personal and professional growth.
We are an Equal Opportunity Employer and value diversity and inclusion at our company.
Competitive benefits package:
Insurance: medical, dental, vision, life and pet insurance
Optional disability coverage
401k plan
Paid Holidays
PTO
About Us
We were founded in 2014 by Jeff Swickard in Wilsonville, OR.
We're a hospitality company that happens to sell cars, parts, and service.
We are a team. Everyone plays a role in our success.
Culture: We want to be our customers' favorite place to purchase, lease, or service their vehicle and we want to be your favorite place to work!
Highline Brands: Swickard has positioned itself as a leader in highline brands such as Mercedes Benz, BMW, Volvo, Porsche, Lexus, Audi, Land Rover, and more.
We are consistently ranked as one of the fastest growing dealership groups in the US by Automotive News.
Most people have a stressful experience buying or servicing their car. It shouldn't be that way. We're looking for people as crazy as we are about revolutionizing the car-buying experience and it starts with hospitality. Hospitality isn't just what we do, it's who we are. We need exceptionally talented individuals to join our mission and embark on a challenging, rewarding career. Do you have what it takes?
Salary Description $120k - $250k yearly
$78k-112k yearly est. 7d ago
Strategic Finance Manager
Insight Global
Finance associate 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 financial analyst 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
Finance Manager
Anbtx9835
Finance associate job in Albany, OR
Finance & Insurance (F&I) Manager - Automotive Dealership
Full-Time | Competitive Base Salary + Commission | Growth-Oriented Dealer Group
We are seeking a high-performing F&I Manager to deliver an exceptional customer experience, maximize product penetration, maintain compliance, and support overall dealership profitability. This role works closely with sales, lenders, and customers to structure deals efficiently and ethically.
Key Responsibilities
• Secure optimal approvals and terms through strong lender relationships
• Structure deals to meet lender guidelines and dealership profitability objectives
• Review credit applications, contracts, and deal jackets for accuracy
• Present F&I products professionally and consistently using menu presentations
• Maximize product penetration while maintaining transparency and CSI performance
• Ensure all deals comply with state, federal, and manufacturer regulations
• Prevent chargebacks by maintaining accurate paperwork and disclosures
• Collaborate with sales management to streamline deal flow and funding speed
• Resolve customer concerns professionally prior to delivery
Key Performance Areas
• Product penetration and PVR performance
• Funding speed and documentation accuracy
• Compliance performance and audit results
• CSI and customer satisfaction
• Chargeback prevention and reduction
• Collaboration with sales and lender partners
(*Specific targets will be defined for the dealership location*)
Qualifications
Ideal Candidate Profile
• 2+ years F&I experience in a franchised dealership
• Strong understanding of lending, underwriting, and product structure
• Excellent communication and closing skills
• High personal integrity and commitment to compliance
• Comfortable working in a fast-paced environment
• Strong organizational and documentation skills
• Experience with Dealertrack, RouteOne, and digital contracting
$78k-112k yearly est. 15d ago
Banker
Banner Bank 4.7
Finance associate job in Eugene, OR
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.
With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
Join Banner Bank as a Teller and be the welcoming face of our branch. In this role, you'll help clients achieve their financial goals by processing transactions accurately and introducing them to products and services that make a difference. If you're passionate about delivering exceptional customer experiences and want to grow in a supportive environment, we'd love to meet you.In this role you'll
Process client transactions accurately and efficiently while following established policies and procedures.
Provide an excellent experience for clients and act as the face of the Bank.
Assist clients in achieving financial goals by referring Bank products and services.
Refer clients to other Bank specialists when appropriate.
Work effectively as a team contributor on all assignments.
Maintain a high level of personal reliability and punctuality.
Sell Bank products and services through in-person and telephone conversations, meeting referral standards set by your Manager.
Comply with all policies, procedures, security requirements, and government regulations.
What we're looking for
You have a High School Diploma or GED (Required).
An equivalent combination of education and experience can be considered in lieu of a degree.
You have entry-level experience in cashiering, bookkeeping, client service, or sales with established goals (Required).
What helps you shine
You bring strong organizational skills and attention to detail.
You have basic PC knowledge with Windows-based applications and calculator use.
You're comfortable with basic math, negotiation, and problem-solving.
You communicate effectively, with proper phone and email etiquette.
You excel at building relationships and delivering excellent customer service.
You can work branch hours and lift up to 25 pounds as needed.
Travel
Up to 0%
Our company values
Do the right thing
Mutual respect
Teamwork
Honesty and integrity
What our team says
"I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." - Glassdoor review
Compensation & benefits
Targeted starting salary range (based on experience): $19.00/hr
Annual incentive potential
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
Paid vacation time, sick time and 11 company paid holidays
401k (with up to 4% match)
Tuition reimbursement
Please take time to review Banner Bank's Consent & Privacy notice before applying.
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
$19 hourly Auto-Apply 14d ago
Private Client Banker, 11th & Conger
Keybank 4.4
Finance associate job in Eugene, OR
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products.
Consistently attains individual activity, behavior, and outcome goals and expectations.
Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.
Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients.
Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
Support of branch operations including assisting with client transactions on the Teller line as needed.
Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
Work on Saturdays as directed by management.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
High School Diploma , GED, or equivalent experience (required) or
Bachelor's Degree (preferred)
Work Experience
Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required)
Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)
Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)
Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
Licenses and Certifications
FINRA License S6 Upon Hire (required)
FINRA License S63 Upon Hire (required)
FINRA Security Industry Essentials (SIE) Upon Hire (required)
Life and Health Insurance Licenses Upon Hire (required)
Skills
Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
Strong work ethic and high level of integrity.
Excellent time management skills.
Providing clients with expert advice on managing their finances, including investment strategies, retirement planning, and tax optimization. This role requires assessing clients' financial situations and offering tailored advice to help them achieve their financial goals.
Building and nurturing relationships with clients to understand their needs and provide solutions that enhance their financial well-being. This involves identifying potential clients, developing trust, and maintaining long-term relationships.
Evaluating the overall health of a client's financial situation, including their ability to manage day-to-day finances, save for the future, and protect against financial risks. As a Private Client Banker, you will help clients achieve financial wellness through effective financial planning and advice.
Actively identifying and developing new client relationships through prospecting and networking.
Developing and maintaining strong relationships with high-net-worth clients, providing personalized service to meet their financial needs.
Staying updated with market trends and analyzing market conditions to provide informed financial advice.
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Work Location Category
Branch
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 02/20/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
$24.5-37.5 hourly Auto-Apply 44d ago
Financial Analyst
Matchstick
Finance associate job in Corvallis, OR
Job Description
The Organization:
For over 35 years, Stahlbush Island Farms has pioneered sustainable and organic farming practices in Corvallis, Oregon, in the heart of the Willamette Valley. We pride ourselves on a legacy of producing high-quality, sustainable foods from seed to finished product. With our commitment to the environment and our community, we produce annually and have a vibrant multicultural team of dedicated individuals.
The Position:
The Financial Analyst will join Stahlbush Island Farms' Finance team and play a critical role in financial planning, analysis, and decision support across the business. This role partners closely with Operations, Sales, and Accounting to provide insights into cost drivers, margins, and performance trends that support strategic and operational decision-making. This position is based in Corvallis, OR, and follows a five-day, in-office work model.
Responsibilities:
Support financial planning, forecasting, and budgeting processes, including monthly forecasts and annual budget development
Prepare and analyze monthly management reporting packages, including budget-to-actual variance analysis and trend identification
Provide a detailed financial analysis of COGS drivers, gross margin performance, and cost-saving opportunities
Conduct product, pricing, mix, and production variance analysis, delivering actionable insights to leadership
Partner cross-functionally with Operations, Sales, and Accounting to ensure alignment with financial targets and data accuracy
Support month-end close activities by providing financial data, variance explanations, and analytical backup as needed
Perform gross margin breakdowns (raw materials, labor, overhead) to identify variances and improvement opportunities
Assist with cash flow forecasting, working capital analysis, and inventory optimization initiatives
Build and maintain financial models, including scenario analysis and long-range (e.g., five-year) projections
Support financial evaluation of strategic initiatives such as capital investments, new product lines, or market expansion
Enhance and automate financial reporting tools using Excel, Power BI, ERP systems, and other analytical tools
Calculate and monitor key financial metrics and ratios, including inventory turnover, cost per unit, and margin analysis
Provide ad hoc analysis and reporting support for special projects and cross-functional initiatives
Qualifications:
Advanced Excel skills required; experience with ERP systems, macros, Power BI, and SQL a plus
Strong ability to interpret financial statements and translate data into business insights
Excellent analytical, problem-solving, and attention-to-detail skills
Demonstrated intellectual curiosity and desire to understand business operations
Bachelor's or 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
Strong communication skills and ability to partner effectively across teams
Alignment with Stahlbush Island Farms' values, including integrity, accountability, teamwork, and continuous improvement
Salary & Benefits:
75k-100k
Health, Dental, and Vision insurance
Annual profit sharing
PTO
#IND1
$56k-85k yearly est. 28d ago
Financial Analyst
Stahlbush Island Farms 4.1
Finance associate 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 48d ago
Financial Analyst
Consolidated Precision Products 4.1
Finance associate 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 Financial Analyst 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 Financial Analyst 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. 60d+ ago
Retail Business Banker
Columbia Bank 4.5
Finance associate job in Corvallis, OR
**About the Role:** In this role, you will serve as the business banker for new and existing small to medium size business clients. You will develop and grow new business by building and maintaining strong relationships with prospects and clients. In addition, you will drive high volume opportunities and engagements within defined markets. Leverages automated systems and processes to enhance customer experience.
+ Initiate and develop new business through outside business development activities including utilizing targeted lists. You will ensure ongoing contact with new clients to enhance client's initial experience with Umpqua Bank.
+ Develop revenue-generating client relationships by calling on prospective or existing customers, identifying prospects, suitable method of contact, and determination of their needs and appropriate products or services including cross market solutions (i.e. lending, deposits, treasury management, wealth management, etc.). You will leverage the Bank's turnkey solutions including automated scoring.
+ Develop a comprehensive understanding of client's needs, based on the review and analysis of personal and business financial data gathered through relationship review and personal meetings providing integrated delivery of financial services.
+ Achieve individual annual production and growth goals for business banking deposits, fees and loans to ensure the bank meets its overall financial targets.
+ Build client referral pipeline via identification and development of internal and external centers of influence.
+ Build client referral pipeline via identification and development of internal and external centers of influence.
+ Partner consistently with other internal business partners to uncover opportunities to deepen the client relationship.
+ Actively participates in community organizations to source business development opportunities and maximize.
+ Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
+ Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
+ Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
+ May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
+ Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
+ Takes personal initiative and is a positive example for others to emulate.
+ Embraces our vision to become "Business Bank of Choice"
+ May perform other duties as assigned.
**About** **You:**
+ Bachelor's degree in business, or equivalent work experience.
+ 4-7 years of relevant business/commercial banking experience or equivalent., required.
+ Strong relationship management skills including, but not limitedto:new business development, analytical thinking, problem solving, strong sales skills, and intermediate credit and credit quality skills.
+ Strong credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience.
+ Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking.
+ Strong knowledge of business banking policies, procedures, practices, and documentation.
+ Advanced knowledge of cash management solutions and deposit solutions, including product, policies, procedures, practices, and documentation.
+ Demonstrate excellent written and verbal communication and presentation skills.
+ Ability to work effectively with individuals and groups across the company to manage customer relationships.
+ Ability to train and present to small and large audiences.
+ Ability to train and present to small and large audiences.
+ Knowledge working with structuring credit products for small businesses in diverse industries.
+ Proficient with personal computers and related software packages such as Word and Excel.
+ Superior technical credit expertise.Readily mentor's others to grow their skillsets in this space.
+ Ability to negotiate/collaborate with Senior Credit Officers on credit terms and structures.
+ Experience with syndications, asset-based lending, capital structure finance, leveraged lending, enterprise value lending, and trade finance.
+ Experience with underwriting and/or managing Shared National Credits (SNC).
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
**Primary Location:** Ability to work fully onsite at posted location(s).
301 Church Street Salem OR 97301
**Our Benefits:**
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
**Our Commitment to Diversity:**
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: ************************ .
**To Staffing and Recruiting Agencies:**
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
$36k-60k yearly est. 16d ago
Personal Banker
Washington Federal 4.5
Finance associate job in Albany, OR
Min USD $19.71/Hr. Max USD $26.68/Hr. Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker. WaFd Bank has been a financial leader for over a century, and now serves consumers and business clients across nine Western states. Our company motto is: Love What You Do...Make A Difference!
The role of the Personal Banker is to assist clients with both personal and business banking solutions that improve their financial health and to reach their goals. A Personal Banker is creative and can "think outside the box" to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values.
A successful Personal Banker must:
* Build exceptional knowledge of bank products and services to maintain rapport with clients, understand their needs, and provide solutions.
* Open new accounts, discuss and refer or originate loans, and onboard new clients.
* Introduce and demonstrate digital and self-service options to clients.
* Communicate clearly with staff and clients verbally, over the phone, and via video chat.
* Comfortable functioning as a concierge or greeter.
* Make out-of-office calls to businesses, community organizations, and referral sources.
* Develop competencies and certifications/registration necessary to support branch performance goals.
* Proactively accepts initiatives and assignments.
* Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.
* Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind.
Qualifications
Education/Skills/Training:
* High school diploma or approved equivalent.
* Good math skills, 10-key and keyboarding.
* Proficient in standard Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook.
* Well-developed smart phone and digital channel skills.
* Must have excellent organizational and analytical skills and superior written and oral communication skills.
* Ability to demonstrate how to use automated technology to teach clients self-service skills.
* Must have valid driver's license, satisfactory transportation, and adequate insurance coverage.
Experience:
* Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation
Benefits
At WaFd Bank you get all of these great benefits!
* Paid time off for vacation, sick days and holidays
* Health insurance
* Stock options
* Bonus programs
* Generous 7% 401(k) employer matching*
* Paid Parental Leave
* Life and AD&D insurance
* Long-term disability
* Tuition Reimbursement
* Employee assistance programs
* Pre-tax health and dependent-care spending plans
WaFd Bank Benefits Summary - Click here for more information
EEO Statement
We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************
EEO Policy Statement - WaFd Bank
Know Your Rights: Workplace Discrimination is Illegal - click here for more information
California Consumer Privacy Act- CCPA 2025
Requisition Post Information* : Posted Date
12/23/2025
$19.7-26.7 hourly 2d ago
Relationship Banker
Bank of America Corporation 4.7
Finance associate job in Corvallis, OR
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.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration orfinance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Managemen
Minimum Education Requirement:
* High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$28k-33k yearly est. 4d ago
Relationship Banker (Corvallis Experience Center)
First Tech Federal Credit Union 4.5
Finance associate job in Corvallis, OR
Description The Relationship Banker processes routine financial transactions for members in the Branch, as well as follow up activities by phone and email. The Relationship Banker is focused on building strong relationships with new and existing members. Here's what you can expect from the job and what you need to be successful: Job duties
Process routine financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments and cashier's checks), in compliance with regulations and guidelines
Establish and maintain member deposit and loan accounts
Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate
Engage with members to understand needs and recommend financial solutions that best fit their goals, based on First Tech's suite of product offerings
Participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems
Perform account maintenance activities including updating member contact and personal information
Perform follow-up activities and outbound calls for new and existing members
Partner with other business units in sales and service activities, as appropriate
Essential skills
Prior experience in retail sales or service; financial services experience preferred
Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections
Excellent verbal and written communication skills; able to express ideas concisely and logically
Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment
Ability to work in fast-paced environment and meet deadlines without sacrificing accuracy and service
Strong critical thinking and decision-making skills with attention to detail
Working knowledge of Microsoft Office Suite
High School Diploma or equivalent
Location: Corvallis Experience Center - Corvallis, OR 97330 Target Compensation in Corvallis, OR: $20.50 to 24.75 per hour + monthly incentive Benefits options include:
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Paid Time Off: You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Click here to learn more!
First Tech is not currently offering Visa sponsorship or transfer for this position
#FTFRetail
$20.5-24.8 hourly Auto-Apply 17h ago
Financial Analyst
Stahlbush Island Farms 4.1
Finance associate 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. 19d ago
Retail Business Banker
Columbia Banking System, Inc. 4.5
Finance associate job in Corvallis, OR
About the Role: In this role, you will serve as the business banker for new and existing small to medium size business clients. You will develop and grow new business by building and maintaining strong relationships with prospects and clients. In addition, you will drive high volume opportunities and engagements within defined markets. Leverages automated systems and processes to enhance customer experience.
* Initiate and develop new business through outside business development activities including utilizing targeted lists. You will ensure ongoing contact with new clients to enhance client's initial experience with Umpqua Bank.
* Develop revenue-generating client relationships by calling on prospective or existing customers, identifying prospects, suitable method of contact, and determination of their needs and appropriate products or services including cross market solutions (i.e. lending, deposits, treasury management, wealth management, etc.). You will leverage the Bank's turnkey solutions including automated scoring.
* Develop a comprehensive understanding of client's needs, based on the review and analysis of personal and business financial data gathered through relationship review and personal meetings providing integrated delivery of financial services.
* Achieve individual annual production and growth goals for business banking deposits, fees and loans to ensure the bank meets its overall financial targets.
* Build client referral pipeline via identification and development of internal and external centers of influence.
* Build client referral pipeline via identification and development of internal and external centers of influence.
* Partner consistently with other internal business partners to uncover opportunities to deepen the client relationship.
* Actively participates in community organizations to source business development opportunities and maximize.
* Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
* Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
* Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
* May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
* Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
* Takes personal initiative and is a positive example for others to emulate.
* Embraces our vision to become "Business Bank of Choice"
* May perform other duties as assigned.
About You:
* Bachelor's degree in business, or equivalent work experience.
* 4-7 years of relevant business/commercial banking experience or equivalent., required.
* Strong relationship management skills including, but not limited to: new business development, analytical thinking, problem solving, strong sales skills, and intermediate credit and credit quality skills.
* Strong credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience.
* Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking.
* Strong knowledge of business banking policies, procedures, practices, and documentation.
* Advanced knowledge of cash management solutions and deposit solutions, including product, policies, procedures, practices, and documentation.
* Demonstrate excellent written and verbal communication and presentation skills.
* Ability to work effectively with individuals and groups across the company to manage customer relationships.
* Ability to train and present to small and large audiences.
* Ability to train and present to small and large audiences.
* Knowledge working with structuring credit products for small businesses in diverse industries.
* Proficient with personal computers and related software packages such as Word and Excel.
* Superior technical credit expertise. Readily mentor's others to grow their skillsets in this space.
* Ability to negotiate/collaborate with Senior Credit Officers on credit terms and structures.
* Experience with syndications, asset-based lending, capital structure finance, leveraged lending, enterprise value lending, and trade finance.
* Experience with underwriting and/or managing Shared National Credits (SNC).
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
Primary Location: Ability to work fully onsite at posted location(s).
301 Church Street Salem OR 97301
Our Benefits:
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: ************************.
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
$36k-60k yearly est. Auto-Apply 12d ago
Personal Banker
WaFd Bank 4.5
Finance associate job in Albany, OR
Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker.
WaFd Bank has been a financial leader for over a century, and now serves consumers and business clients across nine Western states. Our company motto is: Love What You Do...Make A Difference!
The role of the Personal Banker is to assist clients with both personal and business banking solutions that improve their financial health and to reach their goals. A Personal Banker is creative and can “think outside the box” to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values.
A successful Personal Banker must:
Build exceptional knowledge of bank products and services to maintain rapport with clients, understand their needs, and provide solutions.
Open new accounts, discuss and refer or originate loans, and onboard new clients.
Introduce and demonstrate digital and self-service options to clients.
Communicate clearly with staff and clients verbally, over the phone, and via video chat.
Comfortable functioning as a concierge or greeter.
Make out-of-office calls to businesses, community organizations, and referral sources.
Develop competencies and certifications/registration necessary to support branch performance goals.
Proactively accepts initiatives and assignments.
Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.
Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind.
Qualifications
Education/Skills/Training:
High school diploma or approved equivalent.
Good math skills, 10-key and keyboarding.
Proficient in standard Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook.
Well-developed smart phone and digital channel skills.
Must have excellent organizational and analytical skills and superior written and oral communication skills.
Ability to demonstrate how to use automated technology to teach clients self-service skills.
Must have valid driver's license, satisfactory transportation, and adequate insurance coverage.
Experience:
Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation
Benefits
At WaFd Bank you get all of these great benefits!
Paid time off for vacation, sick days and holidays
Health insurance
Stock options
Bonus programs
Generous 7% 401(k) employer matching*
Paid Parental Leave
Life and AD&D insurance
Long-term disability
Tuition Reimbursement
Employee assistance programs
Pre-tax health and dependent-care spending plans
WaFd Bank Benefits Summary - Click here for more information
EEO Statement
We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************
EEO Policy Statement - WaFd Bank
Know Your Rights: Workplace Discrimination is Illegal - click here for more information
California Consumer Privacy Act- CCPA 2025
Requisition Post Information* : Posted Date 12/23/2025
$31k-37k yearly est. Auto-Apply 6d ago
Relationship Banker
Bank of America 4.7
Finance associate job in Eugene, OR
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering 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!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration orfinance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
$28k-33k yearly est. Auto-Apply 4d ago
Retail Business Banker
Columbia Bank 4.5
Finance associate job in Albany, OR
**About the Role:** In this role, you will serve as the business banker for new and existing small to medium size business clients. You will develop and grow new business by building and maintaining strong relationships with prospects and clients. In addition, you will drive high volume opportunities and engagements within defined markets. Leverages automated systems and processes to enhance customer experience.
+ Initiate and develop new business through outside business development activities including utilizing targeted lists. You will ensure ongoing contact with new clients to enhance client's initial experience with Umpqua Bank.
+ Develop revenue-generating client relationships by calling on prospective or existing customers, identifying prospects, suitable method of contact, and determination of their needs and appropriate products or services including cross market solutions (i.e. lending, deposits, treasury management, wealth management, etc.). You will leverage the Bank's turnkey solutions including automated scoring.
+ Develop a comprehensive understanding of client's needs, based on the review and analysis of personal and business financial data gathered through relationship review and personal meetings providing integrated delivery of financial services.
+ Achieve individual annual production and growth goals for business banking deposits, fees and loans to ensure the bank meets its overall financial targets.
+ Build client referral pipeline via identification and development of internal and external centers of influence.
+ Build client referral pipeline via identification and development of internal and external centers of influence.
+ Partner consistently with other internal business partners to uncover opportunities to deepen the client relationship.
+ Actively participates in community organizations to source business development opportunities and maximize.
+ Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
+ Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
+ Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
+ May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
+ Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
+ Takes personal initiative and is a positive example for others to emulate.
+ Embraces our vision to become "Business Bank of Choice"
+ May perform other duties as assigned.
**About** **You:**
+ Bachelor's degree in business, or equivalent work experience.
+ 4-7 years of relevant business/commercial banking experience or equivalent., required.
+ Strong relationship management skills including, but not limitedto:new business development, analytical thinking, problem solving, strong sales skills, and intermediate credit and credit quality skills.
+ Strong credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience.
+ Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking.
+ Strong knowledge of business banking policies, procedures, practices, and documentation.
+ Advanced knowledge of cash management solutions and deposit solutions, including product, policies, procedures, practices, and documentation.
+ Demonstrate excellent written and verbal communication and presentation skills.
+ Ability to work effectively with individuals and groups across the company to manage customer relationships.
+ Ability to train and present to small and large audiences.
+ Ability to train and present to small and large audiences.
+ Knowledge working with structuring credit products for small businesses in diverse industries.
+ Proficient with personal computers and related software packages such as Word and Excel.
+ Superior technical credit expertise.Readily mentor's others to grow their skillsets in this space.
+ Ability to negotiate/collaborate with Senior Credit Officers on credit terms and structures.
+ Experience with syndications, asset-based lending, capital structure finance, leveraged lending, enterprise value lending, and trade finance.
+ Experience with underwriting and/or managing Shared National Credits (SNC).
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
**Primary Location:** Ability to work fully onsite at posted location(s).
301 Church Street Salem OR 97301
**Our Benefits:**
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
**Our Commitment to Diversity:**
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: ************************ .
**To Staffing and Recruiting Agencies:**
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
$36k-60k yearly est. 16d ago
Relationship Banker
Bank of America 4.7
Finance associate job in Corvallis, OR
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.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities
Required Qualifications:
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients' needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration orfinance
Skills:
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Managemen
Minimum Education Requirement:
• High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
How much does a finance associate earn in Springfield, OR?
The average finance associate in Springfield, OR earns between $29,000 and $96,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in Springfield, OR