Corporate Financial Consultant Jobs in Oregon
A Corporate Financial Consultant is a key player in the finance industry who provides expert advice and recommendations on financial matters to organizations. These professionals utilize their analytical skills to evaluate a company's financial health, helping them to make informed decisions about market trends, investments, and risk management. They also assist in the development of financial plans and strategies, budgeting, forecasting, and reporting. Financial consultants may also be involved in mergers and acquisitions, providing insight on potential deals and ensuring financial feasibility.
Before becoming a Corporate Financial Consultant, one may hold positions such as a Financial Analyst, Investment Banking Analyst, or even a Portfolio Manager. These roles provide the necessary exposure to financial markets and the dynamics of corporate finance. It is crucial for a Corporate Financial Consultant to have strong numerical skills, analytical abilities, and a solid understanding of market dynamics. Some relevant certifications in this field include the Chartered Financial Analyst (CFA) certification, Certified Financial Planner (CFP) certification or a Master's in Business Administration (MBA). Excellent communication and presentation skills are also vital as consultants frequently interact with high-level executives and stakeholders.
Financial Counselor Seattle Children's - Remote, WA Posted: 8/16/2025 - Expires: 10/15/2025 Job ID: 292344916 Apply Now I have already applied Save Job Print Email Share Job Description Coordinate...
Remote WorkDescription Patient Financial Counselors are part of a team who has direct interaction with patients and their families either on the phone or in person. They are responsible for easing the way in...
Remote WorkPatient Financial Counselors are part of a team who has direct interaction with patients and their families either on the phone or in person. They are responsible for easing the way in resolution...
Remote WorkOnce a comprehensive financial plan is developed, assistance is provided to the client in all phases of implementation....
Provides ongoing budget vs. actual revenue and expense variance analysis. Reviews both standard and custom reports developed for the entity....
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client....
Investment Counselor (Financial Advisor Alternative)
- Scappoose, OR
- 5 days ago
- Scappoose, OR
- 5 days ago
relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset...
relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset...
Financial Solutions Advisor- Portland Metro Area Financial Solutions Advisor- Portland Metro Area
- Beaverton, OR
- 9 days ago
- Beaverton, OR
- 9 days ago
Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking...
Sr. Financial Functional Consultant - Adaptive Planning - Workday Success Plans - JR-0099426
- Beaverton, OR
- 10 days ago
- Beaverton, OR
- 10 days ago
Job Listing ID: 4323998 Job Title: Sr. Financial Functional Consultant - Adaptive Planning - Workday Success Plans - JR-0099426 Application Deadline: 09/04/2025Job Location: Beaverton Date Posted:...
Providence is calling for Patient Financial Counselor located in Portland, OR who can work on a Hybrid set up Patient Financial Counselors are part of a team who has direct interaction with...
Patient Financial Advisor II, Day Shift, Patient Financial Services
- Roseburg, OR
- 22 days ago
- Roseburg, OR
- 22 days ago
White Oak Medical Center If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist HealthCare seeks to hire an experienced Patient...
Site: North Shore Medical Center, Inc. Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to...
Financial Advisor - Portland, OR / Vancouver, WA and surrounding areas
- Salem, OR
- 26 days ago
- Salem, OR
- 26 days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
(e.g. sales process, financial planning, presentation skills, estate planning, wealth transfer, client management, etc.)...
Demographic Data for Oregon
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Corporate Financial Consultant Online Courses and Training Opportunities
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Salary for Corporate Financial Consultant Jobs in Oregon
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Oregon offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Consultant position
- Networking
- Outside Sales
- Scheduling Appointments
- Background Checks
- Military Background
- Claims
- Referrals
- Annuities
- Asset Allocation
- Financial Planning
- Mutual Funds
- Retirement Planning
- Financial Modeling
- Capital Budgeting
- Wealth Management
- Relationship Management
- Capital Markets
- Investment Banking
- Securities and Exchange Commission
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Revenue Cycle
- Due Diligence
- Compensation and Benefits
- Business Planning
- Finance
- Financial Management
- Sales Management
- Reimbursement
- Strategy Development
- Relationship Management
- General Office Duties
- Implementation
- Business Development
- Consulting
- Written Communication
- Employee Development
- Coaching
- Collaboration
- Flexibility
- Interpersonal Skills
- Bachelor's Degree
- Policy Development
- Regulations
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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