- Cardinal Health (Salem, OR)
- **What Financial Planning & Analysis contributes to Cardinal Health** Finance oversees the accounting, tax, financial plans and policies of the ... oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance… more
- BMO Financial Group (Lake Oswego, OR)
- …performance targets for new asset sales, joint appointments, fee-based sales, and financial planning . + Implements business development strategies to acquire new ... Provides financial and investment planning and advice...sequence for execution of business/group strategy. + Conducts independent analysis and assessment to resolve strategic issues. + Coordinates… more
- Cardinal Health (Salem, OR)
- …investors, and others, as it relates to ESG topics.** **_Role Summary_** **The Advisor in this role will be responsible for maintaining and improving existing ESG ... social and governance (ESG) data and disclosures across the enterprise. The advisor will support all aspects of data collection, aggregation, validation, gap … more
- Portland General Electric (Portland, OR)
- …Advanced knowledge of macroeconomics and microeconomics, pricing theory, finance, accounting and financial analysis Advanced financial modeling skills and ... as internal consultant on financial matters for the organization. Creates financial models of scenarios for future business planning decisions. **Key… more
- WTW (Portland, OR)
- …institutions, vendors, and regulatory agencies around the world. This role resides in our Financial Planning & Analysis (FP&A) Practice within Finance and ... NA business leadership team. + Act as a strategic financial advisor to the Finance Director in...+ 10+ years of progressively demonstrated experience in budgeting, planning and financial analysis , and… more
- Guardian Life (Salem, OR)
- …strategy proposals, communicate investment product objectives, portfolio strategies, basic financial planning concepts and investment knowledge. + Provide ... to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth and creation...in addition to providing large case support, FR book analysis and segmentation assistance (to help FRs identify and… more
- Umpqua Bank (Lake Oswego, OR)
- …and/or programs in a complex business/banking environment. *Demonstrated experience in strategic planning and change management with strong financial acumen and ... with line of business executives to be a strategic advisor on initiatives, goals and key business decisions that...competitive and industry research and provide data support and analysis . + Manage complex research, perform business case … more
- Deloitte (Portland, OR)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- WSP USA (Portland, OR)
- …be a part of a part of a rapidly expanding group that provides trusted advisor and engineer of record services to clients in the energy sector throughout the western ... scale projects in the public and private sector. Tasks include project planning , budget, schedule, and scope development. Managing multiple discipline task leaders… more
- Public Consulting Group (Salem, OR)
- …enhance the lives of their user base. Services: + Strategy, Architecture, Planning , and Procurement + Business Enablement + Business Solutions + Project Assurance ... meet client needs. The Director is responsible for ensuring the team meets financial and organizational targets while building the strong team necessary to navigate… more
- Deloitte (Portland, OR)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.… more
- Deloitte (Portland, OR)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- HUB International (Lake Oswego, OR)
- …toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. **We are the perfect fit if you:** + ... meet the client's objectives and periodically updating and completing investment analysis . + Conducting fiduciary review meetings with client to evaluate portfolio,… more
- Deloitte (Portland, OR)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates. + Managing engagement… more
- Eliassen Group (Salem, OR)
- …- $90 / hr. w2 **Responsibilities:** + A hands-on developer + When required, work as an advisor to other teams. + Must have work with a user base of 1000+ and who ... the organization, including Executive levels * Strong customer skills * Strong technical analysis and engineering skills * Ability to be an effective team member and… more
- Deloitte (Portland, OR)
- …vendors. + You will prepare financial reports and forecasts and other ad-hoc financial analysis as requested. The team Deloitte Technology US (DT - US) helps ... to support Deloitte's business. Responsibilities: + Lead IT management, planning , architecture and design, engineering, deployment, operations, and maintenance of… more
- Western Digital (Salem, OR)
- …to internal clients and collaborates with HR partners in the planning , development, implementation, and administration of major compensation initiatives and/or ... programs, compensation policies and practices. The ideal individual must possess strong financial modeling and excel skills, have the ability to analyze large… more
- Confluent (Salem, OR)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... Proactively support customers through technical lifecycle activities such as architecture planning , cluster & security design, monitoring & automation; review &… more
- Sharecare (Salem, OR)
- …optimize work flow, and capitalizing on new opportunities through effective planning and execution. + Directly responsible for evaluating, establishing, and ... Establish and maintain responsibility to review performance against operating plans, ongoing analysis of market trends and conditions, and approve changes in plan… more
- Deloitte (Portland, OR)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred + Advanced degree such as Masters of ... officers, and revenue agents. Responsibilities will include: + Pre-examination audit readiness analysis + Examination planning and representation + IRS Appeals… more