Financial Consultant Jobs in Oregon
Financial Consultant jobs in Oregon are concentrated in Portland, Eugene, and Bend, where major employers such as Umpqua Bank, Pacific Premier Bank, and Merrill Lynch have established operations across wealth management, retirement planning, and business financial advisory. The market draws candidates at every level, from entry-level financial analysts stepping into a consultant track to seasoned advisors managing complex client portfolios. Oregon's growing technology sector and aging population have kept demand for financial consultants steady and broad. Find a role that fits below and apply directly.
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Showing 5 of 8+ Financial Consultant jobs
Non-Union Position
Business/Budget/Finance Staff; Portland, Oregon (US-OR)
Hybrid schedule available for Oregon & Washington residents.
Regular FT, Exempt
Posting # 5760
About Us:
At NW Natural, we offer more than rewarding career opportunities and a vibrant, inclusive work culture. We invite you to join us in providing safe and reliable utility services and renewable energy to better the lives of the communities we serve. Our vision is to be the leader in service excellence, innovation and environmental stewardship for our customers, while building on our strengths as a trusted energy provider and environmental leader for our industry.
In addition to environmental stewardship, we’re also deeply committed to Diversity, Equity and Inclusion at NW Natural. Our DEI Council started 21 years ago, and today we continue to foster a culture where all employees can experience a sense of belonging, shared purpose and possibility.
NOTE:
This hybrid position is based at our headquarters in downtown Portland, Oregon. Candidates must reside within commuting distance of the office or be willing to relocate to the Portland metropolitan area. Employees are required to work onsite Tuesdays through Thursdays each week, with remote work flexibility on Mondays and Fridays, subject to business needs. This schedule supports collaboration, connection, and team engagement while providing flexibility for focused remote work.
Position Summary:
The Financial Consultant supports companywide financial planning and analysis, with primary responsibility for O&M budgeting, forecasting, long-term planning, and financial performance analysis. The role partners with business leaders and senior management to evaluate financial results, identify risks and opportunities, and translate complex financial and operational information into actionable insights and recommendations. This position also supports regulatory filings, cost of service analysis, and investment decisions by applying an understanding of utility economics, cost allocation, revenue requirements, and customer rate impacts. The Financial Consultant contributes to continuous improvement of FP&A models, tools, reporting, and processes to strengthen the quality and efficiency of financial decision-making.
Essential Duties & Responsibilities:
- Develops and supports annual companywide operating budgets, forecasts, and long-term financial plans, with primary responsibility for O&M expenses including payroll, non-payroll, shared services and other operating cost categories. Evaluates assumptions, coordinates inputs, and ensures financial plans are reasonable, supportable, and aligned with company objectives.
- Performs monthly and year-to-date O&M and FTE variance analysis, including comparisons of actual results to budget, forecast, and prior periods; identifies key drivers, investigates significant variances, and identifies financial risks and opportunities.
- Prepares and presents financial analysis, budget and forecast results, variance explanations, and recommendations to senior management; translates complex financial, operational, and regulatory information into clear, actionable insights to support decision-making.
- Develops and maintains financial models, reports, queries, and analytical tools used for budgeting, forecasting, variance analysis, cost of service analysis, and management reporting; identifies opportunities to improve data quality, standardization, automation, and reporting efficiency.
- Will lead and perform forecasting and modeling for regulatory filings and testimony development, primarily related to O&M expenses. Develops an understanding of revenue requirements, cost of service, rate case schedules, workpapers, and supporting documentation. Applies knowledge of utility regulation, cost allocation, regulatory accounting, and the relationship between operating expenses, rate base, and customer rates to support regulatory proceedings and other requirements.
- Leads and performs complex financial assignments requiring analysis, judgment, and evaluation, including developing and supporting cost of service models and financial analysis for projects and investments.
- Evaluates revenue requirement impacts, cost allocation, financial assumptions, and customer rate implications; develops alternatives, assesses financial and regulatory impacts, and makes recommendations to support project economics and investment decisions.
- Collaborates with business partners and department leaders to understand financial results, validate assumptions, explain variances, and support the development of financial plans, forecasts, and regulatory analyses.
- Proactively identifies financial risks, emerging trends, and opportunities; actively seeks resolution of known problems; communicates and escalates issues as needed.
- Provides financial guidance, analysis, and support to management on O&M-related initiatives, business decisions, and other financial planning activities.
- Contributes to the development and improvement of FP&A processes, tools, and team capabilities; identifies opportunities to improve the quality, efficiency, and consistency of financial planning and analysis and supports implementation of those improvements.
- Supports the preparation, validation, and loading of financial information, including forecasts, into the long-term planning model.
Qualifications:
- Bachelor’s degree in finance, accounting, or a related business field. Advanced financial knowledge, demonstrated through relevant experience, professional certification, or advanced education is desirable.
- Minimum three years of financial analysis experience required for Level 2 position. Minimum five years of financial analysis experience in a related job required for Level 3 position.
- Progressively responsible experience and demonstrated proficiency in complex financial analysis, financial planning, and business partnering are required for a level 3.
- Superb analytical and critical thinking skills, with demonstrated understanding of financial analysis concepts, financial planning techniques, and the ability to evaluate financial and operational information.
- Understanding of regulated utility economics, including revenue requirement, rate base development, cost allocation, and the relationship between operating expenses, capital investment, and customer rates.
- Research and analysis skills, including the ability to obtain relevant data, evaluate complex situations, identify key drivers, and develop sound conclusions and recommendations.
- Experience working with financial statements and developing and utilizing financial models to support budgeting, forecasting, variance analysis, and management reporting.
- Demonstrated curiosity and commitment to continuous learning, with the ability to seek out new information, develop knowledge of the business and industry, and apply new insights to improve financial analysis, planning, and decision-making.
- Financial modeling skills and experience using Microsoft Excel. Experience with financial planning and reporting systems, including UI Planner software, is preferred.
- Experience with SAP or other integrated financial systems is preferred.
- Proven ability to work independently with minimal supervision while exhibiting sound business judgment, managing competing priorities, and delivering high-quality results.
- Capable of meeting tight schedules and demanding targets while effectively managing competing priorities and reconciling divergent expectations.
- Excellent verbal and written communication skills, including the ability to prepare and present financial analysis, budget and forecast results, variance explanations, and recommendations to varied audiences.
- Proven ability to establish and maintain productive business partnerships and develop a high degree of credibility and trust across the organization.
- Proven ability to develop innovative and resourceful solutions to complex issues, improve financial planning and analysis processes, and support new projects and initiatives.
- For level 3, demonstrates the ability to independently lead complex financial planning, analysis, and modeling assignments, apply advanced financial and regulatory knowledge, exercise sound judgment, develop recommendations, and serve as a trusted financial advisor to business leaders.
- The position will be filled at the level commensurate with the successful candidate’s skills, experience, and demonstrated proficiency.
What we offer:
Health & Wellness –
- Rich health insurance benefits with competitive employer contribution
- Free access to an online wellness resources platform
Work Life Balance -
- Up to 23 Vacation Days
- 80 Hours of Sick Time
- 10 paid holidays and 3 floating holidays
- 3 weeks paid parental leave
- Be part of a workplace where your voice matters. Engage with our Diversity, Equity & Inclusion Council, and a variety of Employee Resource Groups that support community and growth.
- 1500 sq foot exercise facility and secure bike room
Financial -
- Meaningful annual incentive bonus opportunity in addition to base salary
- Competitive 401K company contribution and match
- 15% discount on NW Natural stock through Employee Stock Purchase Program
- Up to $5250 a year in tuition reimbursement
- Wellness incentive program
Discounts -
- 20% off natural gas service
- Up to 30% discount at NW Natural Appliance Center
- TriMet Pass for all HQ employees
- Generous discounts with Verizon & AT&T Wireless
Base salary range: $98,450.00 - $140,300.00 (Level 2) or $110,250.00 - $157,100.00 (Level 3) per year, depending on qualifications
Annual Target Incentive: Level 2, 9.5% target
Level 3, 12.0% target
Targets are calculated using eligible earnings during plan year participation. Payout, if earned, is based on company and individual performance for each plan year and may range from 0% – 200% of target. Targets are subject to change in subsequent plan years. Must be employed by September 30 in order to receive any prorated payout.
Application Process: To be considered for this position, submit a complete electronic application including cover letter and resume via our website.
https://www.nwnatural.com/about-us/the-company/careers
Deadline: 11/10/26
Disclosure: We are a drug free workplace and we comply with Federal Drug Free Workplace Act and Department of Transportation regulations. NW Natural participates in E-Verify. Individuals hired will have their Form I-9 information submitted to E-Verify. E-Verify is an Internet-based system that compares information from an employee’s Form I-9, Employment Eligibility Verification, to data from U.S. Department of Homeland Security and Social Security Administration records to confirm employment eligibility.
E-Verify Information
NW Natural participates in E-Verify. Individuals hired will have their Form I-9 information submitted to E-Verify. E-Verify is an Internet-based system that compares information from an employee’s Form I-9, Employment Eligibility Verification, to data from U.S. Department of Homeland Security and Social Security Administration records to confirm employment eligibility.
All applications must be submitted through NW Natural’s Electronic Application System. Resumes submitted via email, fax or mail will not be accepted in lieu of an electronic application.
NW Natural is proud to be an equal opportunity employer. We welcome and embrace our candidates’ diversity and take affirmative action to employ and advance individuals without discrimination on the basis of race, color, sex, gender identity or expression, sexual orientation, religion, age, physical or mental disability, veteran status, pregnancy (including childbirth or related medical conditions), national origin, marital status, genetic information, and all other legally protected characteristics. We forbid discrimination and harassment in the workplace based on any protected status or characteristic. A criminal history is not an automatic bar to employment with NW Natural. Instead, we make individualized assessments regarding qualifications and backgrounds. NW Natural is also committed to providing reasonable accommodations for individuals with disabilities, individuals with sincerely held religious beliefs, and disabled veterans in our job application procedures. If you need assistance or an accommodation as part of the application process, please contact us at employment@nwnatural.com or (971) 979-6341.
NW Natural does not accept unsolicited submissions or assistance from search firms for posted positions. Resumes submitted by search firms working under a valid and current written contract with NW Natural valid written Statement of Work in place for this position from NW Natural HR/Employment will be deemed the sole property of NW Natural. No fee will be paid in the event the candidate is hired by NW Natural as a result of the referral or through other means.
Non-Union Position
Business/Budget/Finance Staff; Portland, Oregon (US-OR)
Hybrid schedule available for Oregon & Washington residents.
Regular FT, Exempt
Posting # 5760
About Us:
At NW Natural, we offer more than rewarding career opportunities and a vibrant, inclusive work culture. We invite you to join us in providing safe and reliable utility services and renewable energy to better the lives of the communities we serve. Our vision is to be the leader in service excellence, innovation and environmental stewardship for our customers, while building on our strengths as a trusted energy provider and environmental leader for our industry.
In addition to environmental stewardship, we’re also deeply committed to Diversity, Equity and Inclusion at NW Natural. Our DEI Council started 21 years ago, and today we continue to foster a culture where all employees can experience a sense of belonging, shared purpose and possibility.
NOTE:
This hybrid position is based at our headquarters in downtown Portland, Oregon. Candidates must reside within commuting distance of the office or be willing to relocate to the Portland metropolitan area. Employees are required to work onsite Tuesdays through Thursdays each week, with remote work flexibility on Mondays and Fridays, subject to business needs. This schedule supports collaboration, connection, and team engagement while providing flexibility for focused remote work.
Position Summary:
The Financial Consultant supports companywide financial planning and analysis, with primary responsibility for O&M budgeting, forecasting, long-term planning, and financial performance analysis. The role partners with business leaders and senior management to evaluate financial results, identify risks and opportunities, and translate complex financial and operational information into actionable insights and recommendations. This position also supports regulatory filings, cost of service analysis, and investment decisions by applying an understanding of utility economics, cost allocation, revenue requirements, and customer rate impacts. The Financial Consultant contributes to continuous improvement of FP&A models, tools, reporting, and processes to strengthen the quality and efficiency of financial decision-making.
Essential Duties & Responsibilities:
- Develops and supports annual companywide operating budgets, forecasts, and long-term financial plans, with primary responsibility for O&M expenses including payroll, non-payroll, shared services and other operating cost categories. Evaluates assumptions, coordinates inputs, and ensures financial plans are reasonable, supportable, and aligned with company objectives.
- Performs monthly and year-to-date O&M and FTE variance analysis, including comparisons of actual results to budget, forecast, and prior periods; identifies key drivers, investigates significant variances, and identifies financial risks and opportunities.
- Prepares and presents financial analysis, budget and forecast results, variance explanations, and recommendations to senior management; translates complex financial, operational, and regulatory information into clear, actionable insights to support decision-making.
- Develops and maintains financial models, reports, queries, and analytical tools used for budgeting, forecasting, variance analysis, cost of service analysis, and management reporting; identifies opportunities to improve data quality, standardization, automation, and reporting efficiency.
- Will lead and perform forecasting and modeling for regulatory filings and testimony development, primarily related to O&M expenses. Develops an understanding of revenue requirements, cost of service, rate case schedules, workpapers, and supporting documentation. Applies knowledge of utility regulation, cost allocation, regulatory accounting, and the relationship between operating expenses, rate base, and customer rates to support regulatory proceedings and other requirements.
- Leads and performs complex financial assignments requiring analysis, judgment, and evaluation, including developing and supporting cost of service models and financial analysis for projects and investments.
- Evaluates revenue requirement impacts, cost allocation, financial assumptions, and customer rate implications; develops alternatives, assesses financial and regulatory impacts, and makes recommendations to support project economics and investment decisions.
- Collaborates with business partners and department leaders to understand financial results, validate assumptions, explain variances, and support the development of financial plans, forecasts, and regulatory analyses.
- Proactively identifies financial risks, emerging trends, and opportunities; actively seeks resolution of known problems; communicates and escalates issues as needed.
- Provides financial guidance, analysis, and support to management on O&M-related initiatives, business decisions, and other financial planning activities.
- Contributes to the development and improvement of FP&A processes, tools, and team capabilities; identifies opportunities to improve the quality, efficiency, and consistency of financial planning and analysis and supports implementation of those improvements.
- Supports the preparation, validation, and loading of financial information, including forecasts, into the long-term planning model.
Qualifications:
- Bachelor’s degree in finance, accounting, or a related business field. Advanced financial knowledge, demonstrated through relevant experience, professional certification, or advanced education is desirable.
- Minimum three years of financial analysis experience required for Level 2 position. Minimum five years of financial analysis experience in a related job required for Level 3 position.
- Progressively responsible experience and demonstrated proficiency in complex financial analysis, financial planning, and business partnering are required for a level 3.
- Superb analytical and critical thinking skills, with demonstrated understanding of financial analysis concepts, financial planning techniques, and the ability to evaluate financial and operational information.
- Understanding of regulated utility economics, including revenue requirement, rate base development, cost allocation, and the relationship between operating expenses, capital investment, and customer rates.
- Research and analysis skills, including the ability to obtain relevant data, evaluate complex situations, identify key drivers, and develop sound conclusions and recommendations.
- Experience working with financial statements and developing and utilizing financial models to support budgeting, forecasting, variance analysis, and management reporting.
- Demonstrated curiosity and commitment to continuous learning, with the ability to seek out new information, develop knowledge of the business and industry, and apply new insights to improve financial analysis, planning, and decision-making.
- Financial modeling skills and experience using Microsoft Excel. Experience with financial planning and reporting systems, including UI Planner software, is preferred.
- Experience with SAP or other integrated financial systems is preferred.
- Proven ability to work independently with minimal supervision while exhibiting sound business judgment, managing competing priorities, and delivering high-quality results.
- Capable of meeting tight schedules and demanding targets while effectively managing competing priorities and reconciling divergent expectations.
- Excellent verbal and written communication skills, including the ability to prepare and present financial analysis, budget and forecast results, variance explanations, and recommendations to varied audiences.
- Proven ability to establish and maintain productive business partnerships and develop a high degree of credibility and trust across the organization.
- Proven ability to develop innovative and resourceful solutions to complex issues, improve financial planning and analysis processes, and support new projects and initiatives.
- For level 3, demonstrates the ability to independently lead complex financial planning, analysis, and modeling assignments, apply advanced financial and regulatory knowledge, exercise sound judgment, develop recommendations, and serve as a trusted financial advisor to business leaders.
- The position will be filled at the level commensurate with the successful candidate’s skills, experience, and demonstrated proficiency.
What we offer:
Health & Wellness –
- Rich health insurance benefits with competitive employer contribution
- Free access to an online wellness resources platform
Work Life Balance -
- Up to 23 Vacation Days
- 80 Hours of Sick Time
- 10 paid holidays and 3 floating holidays
- 3 weeks paid parental leave
- Be part of a workplace where your voice matters. Engage with our Diversity, Equity & Inclusion Council, and a variety of Employee Resource Groups that support community and growth.
- 1500 sq foot exercise facility and secure bike room
Financial -
- Meaningful annual incentive bonus opportunity in addition to base salary
- Competitive 401K company contribution and match
- 15% discount on NW Natural stock through Employee Stock Purchase Program
- Up to $5250 a year in tuition reimbursement
- Wellness incentive program
Discounts -
- 20% off natural gas service
- Up to 30% discount at NW Natural Appliance Center
- TriMet Pass for all HQ employees
- Generous discounts with Verizon & AT&T Wireless
Base salary range: $98,450.00 - $140,300.00 (Level 2) or $110,250.00 - $157,100.00 (Level 3) per year, depending on qualifications
Annual Target Incentive: Level 2, 9.5% target
Level 3, 12.0% target
Targets are calculated using eligible earnings during plan year participation. Payout, if earned, is based on company and individual performance for each plan year and may range from 0% – 200% of target. Targets are subject to change in subsequent plan years. Must be employed by September 30 in order to receive any prorated payout.
Application Process: To be considered for this position, submit a complete electronic application including cover letter and resume via our website.
https://www.nwnatural.com/about-us/the-company/careers
Deadline: 11/10/26
Disclosure: We are a drug free workplace and we comply with Federal Drug Free Workplace Act and Department of Transportation regulations. NW Natural participates in E-Verify. Individuals hired will have their Form I-9 information submitted to E-Verify. E-Verify is an Internet-based system that compares information from an employee’s Form I-9, Employment Eligibility Verification, to data from U.S. Department of Homeland Security and Social Security Administration records to confirm employment eligibility.
E-Verify Information
NW Natural participates in E-Verify. Individuals hired will have their Form I-9 information submitted to E-Verify. E-Verify is an Internet-based system that compares information from an employee’s Form I-9, Employment Eligibility Verification, to data from U.S. Department of Homeland Security and Social Security Administration records to confirm employment eligibility.
All applications must be submitted through NW Natural’s Electronic Application System. Resumes submitted via email, fax or mail will not be accepted in lieu of an electronic application.
NW Natural is proud to be an equal opportunity employer. We welcome and embrace our candidates’ diversity and take affirmative action to employ and advance individuals without discrimination on the basis of race, color, sex, gender identity or expression, sexual orientation, religion, age, physical or mental disability, veteran status, pregnancy (including childbirth or related medical conditions), national origin, marital status, genetic information, and all other legally protected characteristics. We forbid discrimination and harassment in the workplace based on any protected status or characteristic. A criminal history is not an automatic bar to employment with NW Natural. Instead, we make individualized assessments regarding qualifications and backgrounds. NW Natural is also committed to providing reasonable accommodations for individuals with disabilities, individuals with sincerely held religious beliefs, and disabled veterans in our job application procedures. If you need assistance or an accommodation as part of the application process, please contact us at employment@nwnatural.com or (971) 979-6341.
NW Natural does not accept unsolicited submissions or assistance from search firms for posted positions. Resumes submitted by search firms working under a valid and current written contract with NW Natural valid written Statement of Work in place for this position from NW Natural HR/Employment will be deemed the sole property of NW Natural. No fee will be paid in the event the candidate is hired by NW Natural as a result of the referral or through other means.
See All 8 Financial Consultant Jobs in Oregon
Find roles in Oregon that match your experience and apply in just a few clicks.
Find Financial Consultant JobsFinancial Consultant Jobs by City in Oregon
Where Oregon roles are concentrated, by current openings.
Financial Consultant Job Market in Oregon
A snapshot from current Oregon openings, updated as new roles post.
Who's Hiring
What Oregon Employers Look For
The qualifications that appear most often in financial consultant jobs across Oregon.
- Active FINRA Series 65 or Series 66 license required or eligible in Oregon
- Bachelor's degree in finance, accounting, economics, or a closely related field
- Demonstrated experience building and managing client financial plans and investment strategies
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Strong knowledge of retirement accounts, tax-advantaged vehicles, and estate planning basics
- CFP, CFA, or ChFC designation preferred or in active pursuit
Financial Consultant Jobs in Oregon: Frequently Asked Questions
How do you become a financial consultant in Oregon?
Most financial consultant roles in Oregon require passing the FINRA Series 65 exam, which registers you as an Investment Adviser Representative through the Oregon Division of Financial Regulation. Some employers accept a Series 66 combined with a Series 7 in its place. A bachelor's degree in finance, economics, or accounting is the standard educational baseline. Earning a CFP designation significantly strengthens your candidacy, and many Oregon firms will sponsor the coursework after hire.
Which companies hire financial consultants in Oregon?
Oregon financial consultant roles are posted by Wealthbridge Financial, NW Natural, and Fidelity Investments and others right now, based on current listings on Migrate Mate as of November 2026. Oregon's strong community banking presence and growing independent wealth management firms mean openings appear across both large institutions and boutique advisory practices.
Which Oregon cities have the most financial consultant jobs?
Portland, Bend, and Salem account for the largest share of financial consultant openings in Oregon. Portland dominates as the state's commercial and banking center, while Eugene's university presence and Bend's rapid population growth have created consistent demand for personal financial planning and small-business advisory services.
Are there remote financial consultant jobs in Oregon?
Yes, and more than many fields. About 100% of financial consultant openings tied to Oregon are remote or hybrid as of November 2026, reflecting how much of the work involves digital meetings, online planning tools, and phone-based client relationships. Portfolio review, financial plan preparation, and ongoing client advisory sessions are the parts of the role most commonly performed remotely.
How can I get hired as a financial consultant in Oregon with little or no experience?
The most realistic entry path is a financial analyst or client associate role at an Oregon-based bank or credit union such as Umpqua Bank, OnPoint Community Credit Union, or a regional Merrill Lynch branch, then transitioning into a consultant track once licensed. Pursuing your Series 65 while working in an adjacent role like a bank teller, loan officer, or investment operations associate shows intent and often opens internal doors. Oregon's larger wealth management firms regularly hire new graduates into associate advisor programs designed to build licensing and a client book over two to three years.
Where can I find and apply to financial consultant jobs in Oregon?
You can find and apply to financial consultant jobs in Oregon on Migrate Mate, which lists current Oregon openings updated regularly. Find the roles that fit your experience and credentials, then apply directly through each listing.
See All 8 Financial Consultant Jobs in Oregon
Find roles in Oregon that match your experience and apply in just a few clicks.
Find Financial Consultant Jobs