Bend, OR

Finance Jobs in Bend, OR

2 jobs found

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1d ago

Budget & Financial Planning Manager, Finance

Deschutes County Bend, OR

Bend, OR

1d ago

$10,291 - $13,792/mo Full time Manager Budget Forecasting Budget Management

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Job Description

Deschutes County offers an excellent County benefits package and professional development opportunities for a Budget & Financial Planning Manager, Finance role based in Bend, OR (onsite). This position plays a central part in the day-to-day leadership of the Budget Office while helping guide county financial decision-making through budgeting, forecasting, and analysis.

Compensation for a 172.67 hour work month is $10,291.82 to $13,792.03 per month. The position is available immediately, and eligibility for benefits applies.

What You’ll Do

Manage and oversee planning, development, publishing, and implementation of the County’s annual budget process, including the proposed and adopted budget book and supporting documents such as narratives, graphs, charts, tables, schedules, and Legal FTE reports.
Provide authoritative decision support to the Budget Committee, Board of County Commissioners, and County Administrator on budget development and fiscal viability, including legal FTE, long-term financial planning, financial forecasting, risk management, trend analysis, and County business intelligence.
Lead the development, preparation, and presentation of complex financial analyses and forecasting models, including revenue and expenditure forecasts.
Identify trends that impact allocation of budget resources and recommend County budget strategies.
Develop internal service rates and analyze county-wide personnel projections and staffing needs.

Minimum Qualifications

Bachelor’s Degree in Accounting, Finance, Statistics, Business, or Public Administration.
Five years of public sector financial and budget analysis, forecasting, and budget preparation experience.
Or an equivalent combination of training, education, and experience providing the required skills and knowledge.
Government finance and budgeting experience, specifically Oregon Local Budget Law.
Experience leading and supervising professional employees.
Advanced analytical skills and familiarity with information systems; Tyler Munis and Workiva are preferred.
Ability to communicate effectively and present complex financial information.
Ability to manage the development, implementation, and monitoring of the County’s budget.

Additional Skills and Preferred Experience

Interpersonal communication skills aligned with leadership principles, including directing and leading staff, delegating tasks and authority, and evaluating and coaching to improve staff performance.
Experience conducting financial analyses, recommending financial and budget strategies, and producing professionally written documents with clearly organized concepts.
Preferred: public budgeting experience in local government in accordance with Oregon Local Budget Law.
Preferred: experience managing a centralized budget office in the public sector.
Preferred: experience with Tyler Munis ERP System and Workiva.
Preferred: experience with Microsoft Power Query.

Benefits

The County provides a robust benefits package when eligible, including:

Healthcare covering medical, prescription, dental, and vision coverage at a minimal cost of $100 for employee only and $121 per month for employee plus dependents.
On-site clinic, pharmacy, and wellness and wellbeing services.
Life insurance.
Retirement through PERS.
Generous paid time-off (14-18 hours/month to start, pro-rated for part-time).
Holidays.
Professional development opportunities.

Necessary Requirements

Employment offer contingent upon pre-employment screening for criminal history and controlled substances. Positive test results for marijuana use may result in rescission of a contingent offer of employment.
Must be able to work in an environmentally controlled office and perform keyboarding and data entry, with sufficient hand coordination. Arm/hand movement is required to retrieve work materials and operate general office equipment.
Physical demands include frequently sitting, walking, stooping, bending, kneeling, reaching, standing, grasping, talking, hearing, and seeing; may occasionally lift up to 10 pounds.

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3mo ago

Financial Planning Associate

Raymond James Financial, Inc. Bend, OR

Bend, OR

3mo ago Closed

Full time Advisor Analytical Skills Client Relations

This position is no longer accepting applications (closed Jul 26, 2026).

Job Description

The Financial Planning Associate supports advisors in delivering thorough financial planning and wealth management, handling client service, research, and plan implementation on site in Bend, Oregon.

Responsibilities

Assist with account opening
Assist with transfers
Assist with maintenance
Support advisors with research
Support advisors with data entry
Support advisors with plan implementation
Maintain CRM records and ensure compliance
Partner with Financial Advisor to review clients’ current portfolio design
Understand client goals
Enter client data
Conduct financial analysis
Evaluate overall individual and employer-based retirement needs
Research various options
Recommend planning alternatives
Perform detailed document reviews
Analyze client information and situations across the financial planning spectrum to develop a plan
Research information as necessary on a case-by-case basis
Prepare files for meetings with existing and new clients
Prepare communications with new clients
Prepare communications with existing clients
Coordinate and follow through on any needed communication with new or existing clients
Respond to client questions by telephone
Respond to client questions by email
Respond to client questions during occasional personal visits
Conduct research related to basic income tax questions
Conduct research related to estate planning
Conduct research related to other legal issues
Request guidance when appropriate
May participate in client presentations
May open customer accounts
May transfer customer accounts
May close customer accounts
Maintain appropriate account records
May obtain and verify the client’s purchase and sale instructions
Enter orders
Follow up on completion of transactions
Ensure firm and regulatory policies are followed within compliance standards
Perform other duties and responsibilities as assigned

Requirements

Bachelor’s degree in a related field and three years’ experience in the financial services industry with an emphasis on financial, retirement and estate planning field or in marketing these services
An equivalent combination of experience, education and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
Series 7
Series 63, 65 and/or 66 as required by state or ability to obtain within six months

Technologies

CRM software
Microsoft Suite
Financial Planning software

Benefits

Medical, dental, and vision
Life insurance
Critical illness insurance
Accident insurance
Disability benefits
Retirement savings
Paid time off including vacation, holidays, and sick leave
Parental leave

Education

Bachelor’s degree in Finance

Work Experience

General experience ranges from 13 months to 3 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Licenses

Securities Industry Essentials Exam (SIE) required provided that an exemption or grandfathering cannot be applied
Series 7
Series 63, 65 and/or 66 as required by state or ability to obtain within six months

Travel

Less than 25%

Work Style

Resident

Location

This position is 100% onsite in Bend, OR

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Finance Jobs in Bend, OR

Budget & Financial Planning Manager, Finance

Financial Planning Associate

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