Finance Consultant Jobs in Oregon City, OR

Infinite Heights Wealth Management is a boutique, financial planning firm in Portland, OR with a focus on holistic planning for women leaders, entrepreneurs, and business owners. Our mission is to help people live extraordinary lives and to live with a sense of purpose and possibility. We are committed to giving that same energy to our team and to fostering an authentic, loving, and inspiring community and culture. Job Description: We are seeking a driven Financial Advisor to join our growing team. This is a W-2 commission-based role, ideal for a professional who thrives in a client-centric environment and is passionate about delivering holistic financial planning solutions. The ideal candidate will have a strong background in financial planning, business development, and relationship management. A CFP designation is highly desired and will be a significant factor in candidate selection. As a Financial Advisor at Infinite Heights Wealth Management, you will have the opportunity to build and manage your own book of business while leveraging the firm's resources, mentorship, and support. Our firm's mission-driven approach ensures you have the tools and flexibility to create lasting client relationships and achieve professional growth. Key Responsibilities: Client Acquisition & Relationship Management: Develop and maintain strong relationships with clients by providing comprehensive financial planning, investment, and wealth management strategies. Financial Planning & Strategy: Work closely with clients to assess their financial goals, risk tolerance, and investment strategies to develop tailored financial plans. Business Development: Generate new business through networking, referrals, and marketing initiatives while maintaining an active pipeline of prospective clients. Client Service & Engagement: Provide ongoing financial guidance, conduct portfolio reviews, and adapt plans to evolving client needs. Compliance & Documentation: Ensure all client interactions and transactions comply with regulatory requirements and firm policies. Collaboration & Professional Development: Engage in firm-wide initiatives, training, and industry events to stay current on financial planning best practices and market trends. Qualifications: Education: Bachelor's degree in Finance, Business, or a related field. Experience: Minimum 3+ years of financial advisory experience with a proven track record of client acquisition and retention. Licenses: Active Series 7 and 66 (or 63/65) licenses required. Life & Health Insurance License preferred or must obtain after employment. Certification: CFP designation is highly preferred or in progress. Technology Skills: Familiarity with financial planning software (eMoney, Wealthbox, or similar CRM tools) and strong ability to adapt to new technology. Soft Skills: Exceptional communication, presentation, and interpersonal skills with a client-first approach. Entrepreneurial Mindset: Ability to work autonomously while leveraging firm resources and mentorship to grow your practice. Compensation & Benefits: Compensation Structure: W-2 commission-based pay model, with a competitive payout structure and clear growth potential. Base Salary: Commensurate with experience and skills. Performance-Based Incentives: Bonus opportunities tied to production and client satisfaction. Benefits: Comprehensive medical, dental, and vision coverage. Employer-matched 401(k). Professional Development: Ongoing training, mentorship, and opportunities for advancement within the firm. This role is ideal for a growth-oriented financial professional who wants to align with a mission-driven firm and make a lasting impact on clients' financial well-being. If you are ready to elevate your career and be part of an inspiring and collaborative team, we invite you to apply.

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: · Build a client base by growing relationships with your network and providing guidance · Gain expertise through sponsored coursework and proprietary agent development training · Guide clients through important financial decisions using the latest software and our expansive product portfolio · Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? · The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity · Self-motivation to connect with company provided sales leads and network with new clients · Strong relationship building, communication, and time-management skills · A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: · Highly competitive commission structure designed to grow with you · Passive income opportunities and bonus programs · Fully paid insurance licensing, SIE, Series 6, Series 63, CFP · Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year · Flexible in-office schedules once you complete your agent training · Progressive advancement opportunities · Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

Comp: Base + Bonus Financial Professional What we need: Attention finance, insurance, and sales professionals-are you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for motivated and capable individuals to fill the role of a Financial Professional. For more information, and to apply online, please scroll down. What you will do: The Financial Professional position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers' investment planning goals. Get more out of your career with a company that invests in YOUR success - Welcome to Cetera! The Financial Professional will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify customers · Identifying external prospects and expanding new client relationships · Identifying cross-sell opportunities, including opportunities to refer customers to other lines of bank representatives through proper customer profiling and needs-based selling · Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales · Maintaining all necessary licenses and registrations as required · Successfully completing all mandatory training in a timely manner · Maintaining superior and courteous service to promote products and expand customer relationships · Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism What you need to have: With a strong focus on sales and customer service, the Financial Professional should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of this position include: · FINRA Series 7, 63 (Required) · State Life & Health Insurance License of state where applying · Strong sales, marketing, and business development skills · 2 years of experience in finance, insurance and/or banking Really catch our eye with: · FINRA Series 65, or 66, preferred · College degree, preferred What we give you in return: Cetera Investment Services, LLC. is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 450 institutions with assets ranging from $15 million to $100 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients Cetera Financial Group is a fast growing company that is in the midst of tremendous change. Our jean friendly culture is one that expects all the highest quality customer service that will turn our clients into raving fans. Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years. About Cetera Financial Group Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. For more information, visit ***************************** * "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

About Our Financial Advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way. Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially. Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance. The Advisor career with Northwestern Mutual allows one the opportunity to: Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term. Maintain autonomy and flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself! Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity. Desired Skills and Experience: BA or BS degree from a four-year institution preferred. Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed -- extensive training platform provided. ** Must be located in Portland or already planning to move here ** While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes: Uncapped Income Potential Flexibility of your schedule Leadership Opportunities Sponsorship of Licensing/Credentialing Robust development bonuses to aid as you launch your business Expense Allowance Comprehensive Medical, Dental and Vision Coverage Retirement Package; Pension Plan Group Life and Disability Income Insurance Job Type: Full-time Pay: $80,000.00 - $150,000.00 per year Benefits: Dental insurance Health insurance Retirement plan Vision insurance Compensation package: Bonus opportunities Commission pay Uncapped commission Schedule: Monday to Friday Education: Bachelor's (Preferred) Experience: Sales: 4 years (Preferred) Ability to Commute: Portland, OR 97201 (Preferred) Ability to Relocate: Portland, OR 97201: Relocate before starting work (Required) Work Location: In person.

This licensed Financial Representative or Investment Advisory Representative will work as a 1099 independent contractor to sell life insurance and retirement. Work can be done remotely across the Seattle and/or Portland metropolitan areas/markets. Partnering with a local agent, this person will have access to an existing customer base with thousands of existing households. This person will be expected to deepen relationships by tailoring products to customers' specific needs and develop strong partnerships to create a solid client base. The company offers a full suite of financial products to be sold including: * Life insurance. * Annuities (fixed, indexed, variable). * Mutual funds. * IRAs. * 403(b)s and 529s. * Workplace life and supplemental health insurance. * Fidelity Custody Clearing and Solutions. * UITs and Managed Assets. * FMAX -- Investment Advisory platform * Buffered and traditional UIT's As with any 1099 insurance sales position, this is paid via commission and bonuses only. The top 50 performers in this role last year made $525K on average. The average of the lowest performers was $120K. REQUIRED SKILLS AND EXPERIENCE - At least 1-2+ years of experience selling financial products and insurance or an internship in the industry - This person needs to be licensed to sell life and health insurance or be willing to get this licensure immediately - Need to have either of the two combinations: - Series 6 and 63, with either 65 or 66 - or Series 7 (and 63 if state requires it) with either 65 or 66 - Outgoing personality and sharp communication skills to be able to build and maintain client relationships

Are you looking to take the next step in your Finance and Accounting career? Does an innovative company with a down down to earth culture sound like the right fit for you? Consider this Sr. Financial Analyst position with a large, stable manufacturing company. This team is looking for someone who doesn't want to live behind a spreadsheets; someone who enjoys working alongside leaders from all areas of the business. This is an ideal position for someone with 3+ years of finance and/or accounting experience within manufacturing specifically. This is a growth role, with opportunities to develop into a site-Controller, or Finance Leader. Location: On-site in Newberg-area 4 days a week Compensation: $90 -105k base + 10-20% bonus 6% 401k contribution (vested immediately) Paid Parental Leave Generous Holidays and PTO M/D/V options The Role: Part of a tight-knit accounting and finance team, this role will have main responsibility for FP&A activities Focused on budgeting and forecasting, mainly Operations, Inventory and Cost Analysis Work closely with leaders from engineering, sales and operations Provide additional Accounts Receivable analysis Your Experience: 3-5 years of Financial Analysis and/or accounting experience, specifically within Manufacturing is required Bachelors Degree in Finance, or related area is required Ability to analyze and translate complex data into easily understandable information SAP or similar Tier 1 ERP system required, alongside Advanced Excel skills Experience with publicly traded company helpful Sound interesting? Please apply today - this team is scheduling interviews quickly. To Read our Candidate Privacy Information Statement, which explains how we will use your information, please visit: *****************************************

US-OR-GRESHAM Type: Regular Full-Time Mount Hood Medical Center campus At Legacy, we understand that making life better for others involves compassion in all of our interactions. Guiding patients toward important financial decisions while being sensitive to difficult or stressful circumstances is an important aspect of the care we provide. If you share this commitment and you'd like to grow with our patient-focused healthcare system, we'd like to talk to you. The financial counselor assists patients and their families often in difficult times, providing financial, insurance and payment options to resolve patient balances. In addition, the financial counselor helps patients applying for various financial programs such as Oregon Health Plan, Medicaid, Crime Victims and Charity Care, and provides cost estimates upon request. Responsibilities Provides Customer Service Effectively communicates directly with patients, families, physicians, payors, attorneys, Clinical Resource Coordinators, Utilization Review Coordinators, and toerh providers while inhouse (patient), in person, by phone, or written correspondence. Maintains positive communication and presentation skills with patients/customers of diverse ethnic cultural backgrounds and sensitive financial situations. If unable to contact patient while inhouse, contacts patient after discharge to discuss financial arrangements. Ensures all accounts for patient are discussed with patient at time of contact. Reviews patient account to determine if balance billed for is correct. Accurately communicates account status and pending action to customers. Coordinates patient account affects of pre-authorizations, second opinions, insurance benefit limitations, high dollar deductibles/copays with patients and families while maintaining positive personal relations. Assists patients in determining eligibility for Cobra assistance. Determines if patient meets OHP eligibility criteria; may meet directly with patient or family member to complete OHP form and enroll patient in OHP. Also assists patients with other available financial resources such as Crime Victims, Medicaid in other states, Family Health Insurance Assistance Program (FHIAP) and Charity Care. Sets Payment Arrangements Understands and communicates Legacy payment policy to patients, guarantors and other appropriate individuals. Calculates payment options per Legacy policy, abiding by laws governing payment plans and payment contracts. Documents all options discussed and payment plan established. Monitors payment plans after they have been established. Rebills, transfers payments, requests refunds or adjusts misapplied payments as necessary. Reviews pre-admit accounts to determine if an account is truly self-pay, determines medical necessity, then contacts patient/guarantor regarding, deposits, payment arrangements or OHP. Performs Account Service Sets deadlines for future action on accounts; action taken includes but is not limited to scheduling follow-up, making adjustments, placing phone calls, turning accounts collections, checking for insurance coverage as necessary, and making payment arrangements. Understands and follows Legacy procedures for writing off small balance accounts. Request refunds when appropriate Determines when an audit is necessary. Understands and abides by laws governing customer Bankruptcy filings. Understands and abides by Legacy policy relating to accounts of deceased patients and laws governing account responsibility. May interview customers and assist as appropriate in obtaining needed demographic, insurance, health and financial information and completed/signed forms required for services and confirmation of payment source. Obtains pre-admission deposits. May verify insurance coverage, reviewing and validating registration, additional insurance, and provider information. Transfers appropriate accounts to hospital attorney Follows up on requests from attorney for billings, obtaining lien satisfactions, medical records or itemized statements. Provides advice to attorney on settlement questions. Maintains a working knowledge pertaining to Insurance Issues, which includes but is not limited to Motor Vehicles, Workman's Comp, Medicare, OHP/Washington Welfare/Medicaid Blue Cross and Commercial payors. Participates in Oregon Health Plan (OHP) training classes. Qualifications Education: High school graduate or equivalent Experience: Two years of directly applicable healthcare business office experience and/or applicable self pay collection experience Skills: Demonstrated negotiating, problem-solving and decision-making skills. Demonstrated understanding of complex collection issues inherent in high dollar/specialty accounts. Demonstrated knowledge of multi-payor systems. Demonstrated knowledge of billing/collection rules and regulations. Knowledge of online eligibility systems and status review of claims. Net Typing of 40 wpm and PC based computer skills. 10 key proficiency. Knowledge of medical terminology. Ability to work efficiently with minimal supervision, exercising independent judgment within stated guidelines. Demonstrated effective interpersonal skills that promote teamwork and cooperation. Ability to withstand varying job pressures, organize/prioritize related job tasks and demonstrate excellent attention to detail. Excellent public relations skills and demonstrated ability to communicate in calm, businesslike manner. Ability to multitask, learn new skills, and adapt to change. Ability to work in a fast-paced environment independently or as part of a team Legacy's Values in Action: Follows guidelines set forth in Legacy's Values in Action Equal Opportunity Employer/Vet/Disabled PIc10493f97319-26***********3

About Outlier Outlier is the world's leading expert platform, connecting a network of over 100,000 contributors worldwide to improve AI models by providing expert human feedback. We partner with companies including OpenAI, Meta and Microsoft to enable advanced generative AI models to provide accurate responses and advanced reasoning capabilities. We are looking for advanced Economics experts to teach AI how to interpret and solve complex problems by: Evaluate AI-generated content for factual accuracy and relevance in Economics. Develop and answer Economics-related questions to refine AI understanding. Assess and rank AI responses based on scientific rigor. Required expertise and qualifications: Education: Master's degree or higher (PhD preferred) in Economics or a related field (can be currently enrolled) Research Experience: Strong preference for candidates with peer-reviewed publications, patents, conference presentations, research grants, or industry R&D contributions English Proficiency: Ability to read and write with minimal errors Bonus Skills: AI model training experience is not required but helpful Payment: Currently, pay rates for core project work by Economics experts range from $30 to $50 per hour USD but varies based on your geographic location (see note below) Opportunities for higher-paying research projects based on performance. Rates vary based on expertise, skills assessment, location, project need, and other factors. For example, higher rates may be offered to PhDs. For non-core work, such as during initial project onboarding or project overtime phases, lower rates may apply. Certain projects offer incentive payments. Please review the payment terms for each project.

We are hiring IMMEDIATELY for a Director of Finance and Control to join us! Salary: $110K - $170K; **UP TO $3500 IN RELOCATION ASSISTANCE & UP TO $2000 TOWARDS FIRST MONTH RENT/MORTGAGE** The DFC will coordinate all general accounting activities in accordance with generally accepted accounting principles (GAAP) and fiscal management activities appropriate for non-profit companies and the health care industry. The DFC is also responsible for assurance and consulting (internal control), developing continuous improvement quality assurance and quality improvement (QA/QI) metrics, key performance indicator (KPI) metrics and safe guarding the organization's assets. The DFC is a member of CLIENT's Administrative Council (AC) which performs the duties of the organization's Chief Executive Officer (CEO). As such, the DFC duties and responsibilities go far beyond the core financial and control activities and include the duties and responsibilities of a CEO. Qualifications: - Bachelor's Degree in Accounting. - Certification as a Certified Managerial Accountant (CMA) and Certified Strategy and Competitive Analyst (CSCA) is preferred. - A demonstrated wide breadth of organizational, business and accounting experience and knowledge in order to perform at an executive level as a member of AC. - Knowledge in state and local funding streams and rules, experience in a healthcare related industry, billing and electronic health record systems is preferred. - Must possess a valid Oregon Driver's license and be insurable for client service purposes, travel between business offices, and to attend required meeting and/or trainings. Essential Functions: Knowledge Of: Fund Accounting, principles of accounting, budgeting, auditing, strategic concepts, continuous improvement theory and models, tax-exempt organizations, laws, regulations and guidelines pertaining to the health care industry and government grants. Ability To: Provide proper procedures to maintain a fiscally sound operation; examine and verify financial documents; make independent decisions when warranted; deal tactfully with personnel, clients, visitors, staff, board members, government representatives, and the general public; work harmoniously with staff; seek out new methods and principles and be willing to implement them into existing practices. "Careers and companies flourish when staff, clients, and candidates truly believe in the mission, know the role they play, and humbly reflect, evaluate, and act for the best interest of the communities served".

Who You'll Work With As a modern technology company, our Slalom Technologists are disrupting the market and bringing to life the art of the possible for our clients. We have passion for building strategies, solutions, and creative products to help our clients solve their most complex and interesting business problems. We surround our technologists with interesting challenges, innovative minds, and emerging technologies. Slalom Workday Consultants work in partnership with our clients to ensure maximum value out of their Workday investment. Workday consultants serve as subject matter experts in a variety of strategic and high-impact projects, guiding clients from strategic planning to implementation and sustainment. You will also support Workday customers at every stage of the lifecycle including early strategy and selection, implementation, and ensuring continued success after go-live. Our Workday Advisory capability partners with our clients to deliver Workday strategy and readiness, implementation support, and optimization and road mapping. What You'll Do * Work with clients to understand strategic objectives related to Workday Financials including requirements gathering, business process and functional design, data strategy tailored to our clients unique needs * Implement initiatives related to the client overall Finance Transformation objectives * Support client in all the phases of the implementation including phase 0 readiness activities, health check assessments, phase 1 and X deployments * Lead process re-design efforts by guiding clients to define outcomes and work backward to define the process and cross-functional touchpoints * Support clients in post-production assessment and enhancement opportunities * Support clients in delivering Workday Fins training to end users * Collaborate across Slalom practices and offices to deliver a holistic and coordinated solution * Act as a client advocate and trusted advisor * Regional travel opportunities * Location is flexible within the US What You'll Bring * 3+ years of hands-on Workday Financials functional implementation experience * Workday Financials certification in at least 1 area (Record to Report, Order to Cash, Purchase to Pay) * Strong understanding of Workday Methodology * Proven ability to influence a wide variety of audiences - technical and business clients, Finance functions, and all levels of employees * Proven ability to see around corners thinking about both the big picture and individual needs * Excellent written and oral communications skills Preferred Qualifications * Proficiency with multiple Finance Business Processes * Workday Financials Reporting experience a plus * Experience leading teams and managing resources About Us Slalom is a purpose-led, global business and technology consulting company. From strategy to implementation, our approach is fiercely human. In six countries and 43 markets, we deeply understand our customers-and their customers-to deliver practical, end-to-end solutions that drive meaningful impact. Backed by close partnerships with over 400 leading technology providers, our 13,000+ strong team helps people and organizations dream bigger, move faster, and build better tomorrows for all. We're honored to be consistently recognized as a great place to work, including being one of Fortune's 100 Best Companies to Work For seven years running. Learn more at slalom.com. Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. For this position at the Senior Consultant level the base salary pay range is $110,000 to $203,000. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. EEO and Accommodations Slalom is an equal opportunity employer and is committed to inclusion, diversity, and equity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process. We will accept applications until May 31, 2025. #LI-AK1

Job Details Experienced SOP - Portland, OR Full TimeSubaru of Portland - Finance Consultant Subaru of Portland, a dealership part of the O'Brien Auto Group is growing and currently looking for a Finance Consultant to join our team. As a Finance and Insurance (F&I) Consultant, you'll execute finance and insurance contracting and product sales for the dealership. As a F&I Consultant, you'll be responsible for attaining unit sales objectives on a daily, monthly and annual basis through additional revenue production generated by selling finance and insurance products to customers. Responsibilities Include, But Are Not Limited To: Offer and sell finance and insurance products including but not limited to financing, special financing, extended service contracts, and aftermarket products. Attain monthly and annual budgeted product sales, gross profit objectives taking action to meet or exceed department objectives. Ensure customer satisfaction throughout the F&I process. Adhere to dealership F&I policies and procedures established by the corporate office as well as generally accepted industry principles. Compliance with local, state and federal regulations. Ensure applicable controls are in place to monitor F&I practices and to safeguard dealership assets and customer data. Efficiently transition customers from sales to finance during the vehicle purchase process. Determine customer financing needs through consultative analysis. Present financing option quotes and products to enhance the customer's ownership experience. Establish and maintain key relationships with lenders. Process finance transactions, lender approvals, contracts in transit to fulfill the contracting process in a timely and efficient manner. Continued focus on achieving and maintaining above average F&I penetration rates for extended service contracts and additional products. Maintain professional personal appearance. Adhere to consistent and reliable work schedule. This position is paid 100% commission of personal production and unit counts or state Min Wage, whichever is greater. Subject to eligibility requirements, we offer the following benefits: Bonuses Vacation - based on hire date and paid based on position. Medical/Dental/Vision/RX Ancillary Benefits such as Short/Long Term Disability, Accident, Critical Illness, Life Insurance, Spousal/Child coverages 401(k) plus company match Qualifications: Finance and Insurance experience (Automotive) Available to work flexible hours and weekends Ready to hit the ground running Professional, well-groomed personal appearance Willing to submit to a pre-employment background check. Equipment/Machines/Tools Typically Used: phone, computer, adding machine, copier, calculator, stapler, fax machine, pencils/pens, letter opener, scissors, and rulers. Physical Demands: Required long periods (80-90% of work day) of standing and walking (on showroom floor, on dealership lot including interior and exterior of building). Capable of walking extensively on concrete. Infrequent sitting, stooping, kneeling, and crouching. Lifting 20lbs or less and carrying 10lbs or less on a frequent basis. Frequent pushing and pulling, twisting and turning of trunk, reaching and handling of objects, occasional climbing, balancing and crawling. Qualified candidates must have a valid driver's license, clean driving record, and the ability to pass a background check. Subaru of Portland is an equal opportunity employer and a drug-free workplace.

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: * Diversify their income through multiple product lines beyond financial services. * Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. * Educate clients and prospects about our products and services. * Collaborate with COUNTRY Financial Insurance Agents to secure business. * Establish an office and build a staff. * Conduct financial solution seminars. * Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: * Opportunities to earn performance-based global trips and financial rewards. * Access to continued learning and marketing resources. * Corporate office support. * Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. * There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: * Entrepreneurial and self-motivated. * Goal-driven with track records of business growth in the insurance and or financial services industry. * Strong communicators with excellent business acumen. * Committed to building and maintaining solid connections between their efforts and their rewards. * Focused on achieving professional success through securing clients' trust. * Passionate about making positive impacts in their communities. Required Qualifications * Series 6/63 licenses * Passed SIE * Life/Health State Insurance License* * Property/Casualty State Insurance License* Preferred Experience * Accredited Asset Management Specialist (AAMS) * Chartered Financial Analyst (CFA) * Certified Public Accountant (CPA) * Certified Financial Planner (CFP) * Chartered Financial Consultant (ChFC) * Bachelor's Degree * 2+ years of experience in the insurance and or financial services industry * 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. * These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

About Us: Pacific Capital Resource Group, Inc. is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives and managing assets for thousands of individuals and businesses in the Pacific Northwest. We are seeking high caliber individuals who will succeed in a fast-paced, dynamic environment. Our market is comprised of high income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investing provides added value. We provide superior support and compensation for entry-level advisors and experienced Financial Planners. Job Description To assist up-scale and emerging up-scale individuals to meet long-term financial goals such as retirement, college tuition, and estate planning, with heavy emphasis on tax reduction. Once a comprehensive financial plan is developed, assistance is provided to the client in all phases of implementation. For small businesses, we also design and implement 401(k) and other retirement plans, with special emphasis on Selective Benefit Plans for highly-compensated employees and owners. Training program leads to Certified Financial Planner and/or Chartered Financial Consultant designation(s). Salary plus commission plus bonuses upon completion of proper licensing. Full benefits. Qualifications Job Requirements · Bachelor's degree or higher; financial services, finance, economics, business administration, accounting or law preferred. · Track record of success in academic and/or career endeavors. · Can handle long hours and rigorous training. · Impeccable character: All applicants will be subject to extremely thorough background checks, including criminal and credit checks as well as drug testing. Applicants must have lived in the greater Portland Metro area for three years or more. Additional Information Our Culture: Pacific Capital is truly unique. We believe that each associate is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each advisor's practice, so we believe in cultivating an environment that promotes collaborative development. Our advisors are passionate about the work they do and also want to inspire that work ethic into those around them. We are hard-working, high performance, no-excuse team of professionals who want to take charge of our own careers. At Pacific Capital we also believe that if there is a reason to celebrate, it calls for a celebration, whether it is on a Monday morning meeting, free time after work, or an awards ceremony. Our Training Program: We know that training and education matter. The education and resources we provide lead to confidence, and confidence leads to achievement, which is why development of new advisors and the growth of seasoned advisors is so important. A combination of a 3-month training/internship along with an award-winning training program led by the industry's most qualified professionals, we help build a plan for your professional development as well as your success. Our advisors are given time and resources to begin earning professional designations to advance within the industry, including the Certified Financial Planner, Chartered Financial Consultant, Masters of Science in Financial Services and Certified Life Underwriter. To inquire and/or apply, please follow the directions on this site or feel free to contact Andy Ouellette, Recruiting Specialist directly by phone at: ************** Ext: 240 and for more direct contact information, please visit our website below and click on the "Career Opportunities" tab. Please answer the following questions in your application: Have you completed your bachelor's degree? If not, when will you graduate? How many years have you lived in the greater Portland, OR Metropolitan area? Are you authorized to work in the U.S. without requiring sponsorship? Website: ************ Securities and Investment Advisory Services offered exclusively through Hornor, Townsend & Kent, Inc. (HTK) a Registered Investment Advisor, member FINRA/SIPC. HTK does not offer tax or legal advice. Pacific Capital Resource Group, Inc. is independent of Hornor, Townsend & Kent, Inc. and is a licensed insurance agency. Andy Ouellette is independent of HTK. Headquarters: 10900 NE 8th Street, Suite 1550, Bellevue, WA 98004 | ************ 1312072RM-Sep17

Columbia Credit Union, in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for members of Columbia CU in the Vancouver, WA area. About Columbia Credit Union Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to "Making Life Better" in the communities we serve. Since 1952, our commitment toward "Making Life Better" has earned us accolades and we are honored to be the recipient of several local community recognitions: * Best of Clark County Award / The Columbian: 2008-2024 * Best in Business Award / Vancouver Business Journal: 2013-2024 * Corporate Philanthropy Award / Portland Business Journal: 2017-2024 Columbia CU Guiding Principles * Mission: Bringing people together to make life better for themselves and their communities. * Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank "Columbia" how and when you want. * Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. Core Values * People - We have a passion for helping each other and our members. * Community - We have a passion for contributing to the success and growth of the communities we serve. * Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. Benefits * 100% paid Medical, Dental, Vision for employees - eligible the 1st of the month following hire date * Accrued PTO, Accrued Extended Sick Time and 11 Paid Bank Holidays * 401k Match- 100% match up to 6% employee contribution * Tuition Assistance * And More! About The Role As an Advisor you'll collaborate with other Columbia CU employees to create a stellar member experience, striving to make life better by offering insurance, investments, and advisory services exclusively to our membership. Our CFS Advisor will have the opportunity to build new business while taking over a well-established existing book with trails. RESPONSIBILITIES * Provide Columbia CU members with non-deposit investment and insurance products as registered and licensed by a third-party broker dealer under agreement with Columbia CU. * Using only the broker dealer's approved product list, provide investment advice regarding securities and manage accounts or portfolios of member-investors with a fiduciary duty to act in the best interest of Columbia CU's members. * Possess a thorough knowledge of the insurance and securities industry. * Maintain continuing education and legal requirements of FINRA, State Insurance, broker dealer and Columbia CU. * Build rapport and educate Columbia CU branch employees on appropriate referrals to the Investments and Insurance Group to increase member awareness of Columbia CU's investment and insurance services. * Proactively look for opportunities to refer member-investors back to Columbia CU staff when insured deposits or refinanced/reorganized debt would be compatible with member-investor's overall long-term financial goals. * As requested and approved by the Program Manager | VP Investments and Insurance Group, conduct and/or host seminars to increase member knowledge regarding options to work toward their long-term financial goals. * Open member accounts, initiate and confirm orders, maintain files and records, and prepare all required reports. Advise Program Manager | VP Investments and Insurance Group and OSJ of any issues requiring attention. * Maintain all information related to member accounts and affairs of the member in strict confidence. * Promote services and products to members and the community by engagement in sales activities through an integrated marketing program, including branch training and relationship development, telephone solicitation, individual and group presentations, direct mail programs, follow-up calling and other prospecting methods. * Meet individually assigned Gross Dealer Concession and all other Investments and Insurance Group and Columbia CU assigned goals. * Develop and actively work business plans by executing on periodic tactical strategies. * Provide timely and accurate reports to the Program Manager | VP Investments and Insurance Group as requested. * Maintain shared calendar so that fellow Columbia CU employees can easily schedule appointments. Uphold department service level agreements including prompt feedback regarding referrals. * Provide timely updates and notes in CRM system regarding prospective and current member-investor interactions. * Maintain appropriate segregation of Credit Union's NCUA and Investments and Insurance Group's non-NCUA marketing and operations in assigned branches. REQUIREMENTS * Minimum 5-7 years of financial advising experience with proven track-record of success in direct investment and insurance sales. * Bachelor's Degree in Business/related field or equivalent professional certification or graduate degree and/or an equivalent combination of education and experience. * Series 7, 63/65 or 66 Securities Registration and Variable Life and Health Insurance licenses, valid in Washington and Oregon. * Clean U-4 * Valid Driver's License to transport self between Columbia CU branches, Operations Center and community functions. * Flexibility to work evenings and weekends conducting workshops/seminars, attending training and Columbia CU staff meetings, and attending community networking and fundraising events supported by Columbia CU. COMPENSATION $77,968.80 + Incentive Columbia Credit Union follows all required COVID 19 health protocols Equal Opportunity Employer/AA Must be 18 or older to apply Qualifications/Skills Required * Financial Advising-Advanced * Direct Investment-Advanced * Insurance Sales-Advanced * Communications-Advanced * Customer Service-Advanced Behaviors Required * Team Player: Works well as a member of a group * Functional Expert: Considered a thought leader on a subject * Enthusiastic: Shows intense and eager enjoyment and interest * Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well Education Required * Bachelors or better in Business or related field. Experience Required * 5 years: * Professional Financial Advising in Investments and Insurance * Licenses & Certifications * Required * Clear FINRA BrokerCheck * Variable Life & Health * State Insurance License * Series 63/65 * Series 7 * Series 66 * Representatives are employed by Columbia Credit Union and registered through CUSO Financial Services, LP, (Member FINRA/SIPC). CFS is a broker-dealer and Registered Investment Advisor with a stable track record of serving the investment needs to credit unions and their members. To learn more about CFS visit *************** * Non-deposit investment products and services are offered through CUSO Financial Services, L. P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients' trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Responsibilities_** + Business partnering with Process Excellence and Divisional Engineering leaders on strategic projects and initiatives + Assist in Make vs Buy, Make vs Make and other strategic financial analysis + Prepare capital analytics on a monthly/quarterly/annual basis + Prepare monthly results for Strategic Projects + Assist with the yearly budget and quarterly forecast process for strategic projects + Assist with the quarterly reporting to the SEC Accounting Team + Support Global Operations and Supply Chain (GOSC) end-to-end capital budgeting and forecasting process + Support capital controls in partnership with Medical Segment FP&A team + Support continuous improvement of new processes to streamline capital management, and work with key stakeholders to execute and maintain them + Support the transition manufacturing agreement pricing arrangements + Manage multiple deliverables and deadlines concurrently + Work on Ad hoc requests and initiatives as required **_Qualifications_** + 4-8 years of experience preferred + Bachelor's degree in related field preferred, or equivalent work experience preferred **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $79,700 - $113,800 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 3/6/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

This announcement has been extended and will now close on Friday, March 28th at 11:59 PM. Hello, we're Metro! Metro is dedicated to shaping a better future for the greater Portland region. The work the people of Metro do every day benefits the lives of the people who live here, today, and tomorrow. Are you an individual with a strong finance and accounting background that is looking for an opportunity to apply your experience and knowledge to help better the Oregon Zoo and the overall community it serves? Are you proactive and a strategic thinker with a strong financial background who would like to make a substantive contribution to the economic recovery and rebuilding efforts occurring at the Oregon Zoo? As the Zoo Financial Analyst, you will perform a wide variety of financial, budgetary and business operations analysis for the Oregon Zoo, including day to day management of program responsibilities, database and records management, policy and procedure formulation and recommendation, and manage various processes related to grants and grant funding sources. This position reports to the Zoo Finance Manager and will assist in leading the work of the zoo finance team. The Oregon Zoo inspires visitors to learn about protecting endangered species and restoring native habitats and is the state's most popular paid attraction. The zoo's roughly 320 employees welcome almost 1.4 million visitors each year. Our zoo is home to more than 200 different animal species. Our mission is to create a better future for wildlife, with a focus on fighting extinction locally in the Pacific Northwest. The zoo is widely recognized for its commitment to animal welfare, conservation, and research. Based on the business needs of the Oregon Zoo, the Financial Analyst selected for this position will have the expectation of primarily working on-site at the Zoo 400 SW Canyon RD, Portland, OR 97221. As the Zoo Financial Analyst you will: Financial Management and Analysis Provide technical accounting support at the Zoo, including day to day management of program responsibilities, overseeing the month end and year-end financial close process, balance sheet reconciliations, financial statement preparation, and regular and ad-hoc budgetary and financial analysis. Maintain user-friendly chart of accounts and coordinate changes with Metro Accounting; train and assist Zoo staff with the appropriate coding of accounting transactions. Prepare revenue, attendance, and profit & loss reports on a monthly, quarterly, annually and ad hoc basis. Provide financial analysis and budget management support for the zoo's capital programs and projects. Provide organizational support as needed, including budget development, needs assessment, research, analysis, materials and report formulation, projections and policy recommendations. Develop and document processes related to management of federal grants and other grant funding sources; reconcile, report, and maintain financial information for grant related funding for various programs. Financial Systems Support Oversee the reporting module of the Zoo point of sale system ensuring daily recording into Metro's financial system and supporting zoo finance staff; support the Guest Services managers in software administration and act as an active member in Guest Services software implementation/integration projects. Serve as the Zoo's PeopleSoft power user and support staff in the usage of Metro financial software packages, including Questica. Use multiple software programs to run reports and perform reconciliations including budget, financial and payroll. Learn tools of each software and be able to prepare reports and at times, customize reports as needed. Work with other zoo finance staff in advising and developing new reports from improved reporting tools. Other Responsibilities and Process Support Monitor and analyze internal controls and process, with a focus on efficiency enhancements. Coordinate fiscal year end processes and management and reconciliation of financial/personnel related information. Gain strong understanding of the programs and projects within the zoo to be able to provide financial support across all areas and help develop outcome and performance measurements. Remain current on legal requirements, regulations and bills impacting program area; reports legal and regulatory changes and market trends to management; monitors programs and procedures that assure compliance with laws, rules, regulations, policies and procedures. Assist Finance Manager with related finance tasks and overseeing work of the zoo finance team. Attributes for Success A self-starter who is not afraid to roll up their sleeves and do the work that needs to get done. Ability to succeed in a work environment where ambiguity exists. Demonstrated ability to develop impact measurement and/or evaluation tools. Advanced organizational skills with a proven ability to multi-task in an efficient and effective manner. Systems thinker with critical thinking and problem-solving ability. Ability to coordinate and provide quality support to internal and external stakeholders. Interested in finding areas for improvement, development processes and using financial analysis to drive operational decisions. Ability to establish and maintain effective working relationships with other employees and the public. Ability to communicate effectively verbally and in writing with people of all ages and from a variety of cultural, economic, and ethnic background. DIVERSITY AND INCLUSION At Metro, we strive to cultivate diversity, advance equity, and practice inclusion in all of its work. This means attracting and empowering a workforce that is inclusive of a broad range of human qualities. Workplace diversity is both a moral imperative and a business strength, essential to providing quality support and services to our region. Metro's goal is to hire, develop and retain highly skilled and talented individuals across all departments and programs who best reflect the diversity of our community. Learn more about Metro's Diversity Action Plan TO QUALIFY We will consider any combination of relevant work experience, volunteering, education, and transferable skills as qualifying unless an item or section is labeled required. Please be clear and specific in your application materials on how your background is relevant. Minimum qualifications A Bachelor's degree in Finance, Accounting, Business Administration or a related field; AND Two years of comparable budgeting, accounting or grant management experience; OR We will consider any combination of education and experience that provides the necessary knowledge, skills, and abilities to perform the position duties and responsibilities. Position will be required to be primarily on site/in person. Required qualifications The candidate selected for the position will need to pass a criminal background check prior to being hired. Criminal convictions do not necessarily preclude employment and will be evaluated on a case-by-case basis. If this statement is true for you, then you may be ineligible to apply If you were terminated for cause during any employment with Metro, or resigned in lieu of termination, you may be ineligible for rehire for a minimum of 3 years. Like to have qualifications You do not need to have the following preferred qualifications/transferable skills to qualify. However, keep in mind we may consider them when identifying the most qualified candidates. Your transferable skills are any skills you have gained through education, work experience, including the military, or life experience that are relevant for this position. Experience working in government or non-profit organizations Working knowledge of Federal grant management Working knowledge of basic project management fundamentals Prior experience at a visitor attraction venue Experience using Peoplesoft or other financial and ERP software/systems Advanced working knowledge of Excel SCREENING AND EVALUATION The application packet: The application packet consists of the following required documents. Please ensure that you upload these documents in your online application. Make sure your application is complete, missing any part of these items could result in an incomplete application and will not be moved forward in the recruitment. A completed online application A cover letter addressing your experience with financial and/or management reporting. The selection process: We expect to evaluate candidates for this recruitment as follows. The selection process is subject to change. Initial review of minimum qualifications In-depth evaluation of application materials to identify the most qualified candidates Consideration of top candidates/interviews Testing/assessments (if applicable) Reference check Background, driving records check for finalist candidate (if applicable) COMPENSATION, BENEFITS AND REPRESENTATON The full-salary range for this position is step 1 $93,411.09 to step 7 $125,178.94. However, unless a candidate's qualifications justify, based on the Oregon Pay Equity Act requirements and Metro's internal equity review process, the appointment will likely be made between step 1 $93,411.09 to the equity range step 4 $108,134.44 This position is not eligible for overtime and is non-represented. It is classified as a Program Analyst Classification descriptions are typically written broadly and do not include the specific duties and responsibilities of the positions. View the classification description. Questions? Talent Acquisition Specialist: Kara Hill Email: ************************* Additional Information Equal employment opportunity All qualified persons will be considered for employment without regard to race, color, religion, sex, national origin, age, marital status, familial status, gender identity and expression, sexual orientation, disability for which a reasonable accommodation can be made, or any other status protected by law. Accommodation Metro will gladly provide a reasonable accommodation to anyone whose specific disability prevents them from completing this application or participating in this recruitment process. Please contact the recruiter outlined in the job announcement in advance to request assistance. Veterans' preference Under Oregon Law, qualified veterans may be eligible for veterans' preference when applying for Metro positions. If you are a veteran and would like to be considered for a veterans' preference for this job, please provide qualifying documents as instructed during the application process. Hybrid Telework Positions designated as “hybrid telework,” meaning you may have the option to work away from the office, although there may be times that coming into the office will be required. The designation of Hybrid Telework may be subject to change at a future time. All employees must reside in Oregon or Washington; Metro cannot support ongoing telework from other locations.

Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We're passionate about excellence. Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too. We provide the support. You build the possibilities. The Financial Advisor will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings. About the role Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan. Actively participate in benefit fairs and new employee orientations. Participate in the annual plan review and financial education planning process. Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates Meet with participants and eligible employees to educate employees regarding plan participation. Travel dependent on your territory may be required for new plan enrollments. To help you get started, we offer you the resources needed to build your own success: This is a salary paid position with bonus potential Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support What we are looking for High school diploma or GED required; Bachelor's Degree preferred Series 6 or 7, Series 63, 65 or 66 preferred and appropriate state insurance licenses required CFP, ChFC or similar designations desirable Must have excellent presentation skills Bilingual Spanish/English skills a plus This role has a base salary of $60,000 for the first year only; however, total compensation is based on a combination of hourly pay and commissions. In addition, we're proud to offer a range of competitive benefits. #LI-CBF #LI-CH1 #LI-SAFG We are an Equal Opportunity Employer Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. To learn more please visit: *************************** Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis. Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company

Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We're passionate about excellence. Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too. We provide the support. You build the possibilities. The Financial Advisor will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings. About the role Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan. Actively participate in benefit fairs and new employee orientations. Participate in the annual plan review and financial education planning process. Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates Meet with participants and eligible employees to educate employees regarding plan participation. Travel dependent on your territory may be required for new plan enrollments. To help you get started, we offer you the resources needed to build your own success: This is a salary paid position with bonus potential Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support What we are looking for High school diploma or GED required; Bachelor's Degree preferred Series 6 or 7, Series 63, 65 or 66 preferred and appropriate state insurance licenses required CFP, ChFC or similar designations desirable Must have excellent presentation skills Bilingual Spanish/English skills a plus This role has a base salary of $60,000 for the first year only; however, total compensation is based on a combination of hourly pay and commissions. In addition, we're proud to offer a range of competitive benefits. #LI-CBF #LI-CH1 #LI-SAFG We are an Equal Opportunity Employer Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. To learn more please visit: *************************** Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis. Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company