Financial Specialist Jobs in Wilsonville, OR
A Financial Specialist is an important figure in the finance industry who manages monetary transactions, financial planning, and analysis for organizations, businesses, or individuals. They are responsible for budgeting, forecasting, analyzing financial statements, advising on investment opportunities, and ensuring regulatory compliance. Their role includes having in-depth knowledge of financial markets, keeping up-to-date with economic trends, performing risk assessments, and making strategic financial decisions that will strengthen financial performance and ensure financial sustainability.
Important skills for a Financial Specialist include strong analytical skills, attention to detail, good communication skills, and aptitude in mathematics. It is beneficial for a Financial Specialist to hold certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). In addition to qualifications, hands-on experience is critical for this role. Prior to becoming a Financial Specialist, a person may have roles such as a Financial Analyst, Financial Advisor, or Accountant. These roles provide a solid foundation and understanding of financial principles and practices.
Chief Finance Officer - Nonprofit Executive Leader
- Wilsonville, OR
- 1 day ago
- Wilsonville, OR
- 1 day ago
MISSION OF ROLE The Chief Financial Officer (CFO) will serve as a key strategic partner reporting to the Chief Executive Officer and member of the Executive Leadership Team, stewarding the...
Partnership Analyst (Business Intelligence Dept.)
- Portland, OR (14 miles from Wilsonville, OR)
- 2 days ago
- Portland, OR (14 miles from Wilsonville, OR)
- 2 days ago
Partnership Analyst (Business Intelligence Dept.) Portland Timbers - Entry Level Portland OR Database Marketing/Analytics/Business Intelligence Sponsorship Evaluation/Research Financial/Data...
Billing & Collection Specialist (Remote)
- Portland, OR (14 miles from Wilsonville, OR)
- 2 days ago
- Portland, OR (14 miles from Wilsonville, OR)
- 2 days ago
Billing & Collection Specialist (Remote) Our client seeks a proactive and detail-oriented Billing & Collections Specialist who thrives in a fast-paced, remote work environment. The ideal candidate...
Remote Work- Gresham, OR (21 miles from Wilsonville, OR)
- 4 days ago
- Gresham, OR (21 miles from Wilsonville, OR)
- 4 days ago
with focus on portfolio construction, tax efficiency, portfolio replication, and large volume analytics Experience working with optimizers, risk models, and products such as Axioma, Barra, Bloomberg, FactSet...
Financial Services Representative - Tigard, OR
- Portland, OR (14 miles from Wilsonville, OR)
- 5 days ago
- Portland, OR (14 miles from Wilsonville, OR)
- 5 days ago
Financial Services Representative - Tigard, OR Fidelity Investments - 4.0 Portland, OR Job Details Estimated: $44.1K - $69.1K a year 22 hours ago Benefits Paid training Wellness program Commuter...
Financial Services Representative - Tigard, OR
- Tigard, OR (9 miles from Wilsonville, OR)
- 5 days ago
- Tigard, OR (9 miles from Wilsonville, OR)
- 5 days ago
Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where youll have dedicated time to focus on growth and career development,...
- Portland, OR (14 miles from Wilsonville, OR)
- 6 days ago
- Portland, OR (14 miles from Wilsonville, OR)
- 6 days ago
Demonstrated knowledge and skills: Broad range of financial skill sets, including knowledge of key financial concepts (discounted cash flow analysis, net present value, internal rate of return, payback...
Finance Analyst II - Supply Chain
- Portland, OR (14 miles from Wilsonville, OR)
- 6 days ago
- Portland, OR (14 miles from Wilsonville, OR)
- 6 days ago
analysis for global receipts and freight costs Actively engage in the development of current year and long-range financial plans for global receipts, inventory, and freight Create insightful and accurate...
Client Financial Services Specialist
- Portland, OR (14 miles from Wilsonville, OR)
- 7 days ago
- Portland, OR (14 miles from Wilsonville, OR)
- 7 days ago
Client Financial Services Specialist Albertina Kerr Centers - 2.8 Portland, OR Job Details Full-time $20 an hour 7 hours ago Benefits Paid training Paid holidays Disability insurance Health...
Finance Business Analyst - SAP
- Portland, OR (14 miles from Wilsonville, OR)
- 7 days ago
- Portland, OR (14 miles from Wilsonville, OR)
- 7 days ago
Finance Business Analyst - SAP Portland, OR Full Time Posted by: Fisher Investments Posted: Sunday, 8 June 2025 Are you an accomplished collaborator and communicator in your current role? Do you...
Quantitative Analyst and Data Scientist II
- Lake Oswego, OR (8 miles from Wilsonville, OR)
- 8 days ago
- Lake Oswego, OR (8 miles from Wilsonville, OR)
- 8 days ago
Quantitative Analyst and Data Scientist II Corporate Finance Lake Oswego,Oregon Hillsboro,Oregon Hillsboro,Oregon Portland,Oregon **Description** **About Us:** At Umpqua, we create a great place...
Registered Client Service Associate
- Portland, OR (14 miles from Wilsonville, OR)
- 9 days ago
- Portland, OR (14 miles from Wilsonville, OR)
- 9 days ago
funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint...
Senior Financial Systems Analyst
- Portland, OR (14 miles from Wilsonville, OR)
- 10 days ago
- Portland, OR (14 miles from Wilsonville, OR)
- 10 days ago
Senior Financial Systems Analyst Relativity United States, Oregon, Portland Jun 03, 2025 Posting Type Remote/Hybrid Job Overview Relativity is looking for a Senior Financial Systems Analyst to...
Nonprofit CPA & Financial Specialist (Fully Remote)
- Portland, OR (14 miles from Wilsonville, OR)
- 10 days ago
- Portland, OR (14 miles from Wilsonville, OR)
- 10 days ago
Kelley NPC seeks a full-time Nonprofit CPA & Financial Specialist to join its growing company....
Remote Work- Portland, OR (14 miles from Wilsonville, OR)
- 11 days ago
- Portland, OR (14 miles from Wilsonville, OR)
- 11 days ago
Variance Analysis: Track actual expenses against forecasts, investigating discrepancies, and providing detailed variance explanations....
Demographic Data for Wilsonville, OR
Moving to Wilsonville, OR? Find some basic demographic data about Wilsonville, OR below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Financial Specialist Jobs in Wilsonville, OR
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Wilsonville, OR offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- Prospecting
- Direct Sales
- Events
- Results Oriented
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Statements
- Financial Modeling
- Pricing Analysis
- Profitability Analysis
- Balance Sheets
- Financial Forecasting
- Corporate Finance
- Journal Entries
- Credit Analysis
- Lending
- Month-End Close
- Financial Analysis
- Financial Services
- Financial Reporting
- Underwriting
- Budget Forecasting
- Reconciliations
- Cost Analysis
- Business Analysis
- Forecasting
- Modeling
- Proposals
- Finance
- Acquisitions
- Microsoft Power BI
- Reimbursement
- Accounting
- Strategy Development
- Collections
- Decision Making
- Analytical Skills
- Implementation
- Auditing
- Budgeting
- Presentation
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Filing
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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