Washington

Finance Jobs in Washington

105 jobs found

Include remote jobs

Today

Financial Services Client Service Associate

Strategic Wealth Advisors Gig Harbor, WA

Gig Harbor, WA

Today

$20 - $24/hr Part time Analytical Skills Client Relations Client Service

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Job Description

Strategic Wealth Advisors is hiring a part-time Financial Services Client Service Associate in Gig Harbor, WA (in person). This role centers on creating responsive, well-organized client support, with hands-on coordination for client communications, CRM tracking, and seminar event hosting and scheduling. Hourly pay is $20.00 to $24.00 with an expected 25 to 30 hours per week, plus paid time off.

Responsibilities

Communicate with clients to understand their needs and provide prompt responses to requests
Manage day-to-day client communications
Utilize CRM software to track client interactions and monitor progress
Collaborate with the advisor team to support revenue growth efforts
Be available for off-site meetings and serve as host/scheduler for seminar events
Assist with project management tasks tied to client service initiatives

Requirements

Experience in financial services or a related field (minimum 1 year)
Strong communication and interpersonal skills
Proficiency in Redtail or other CRM tools
Ability to analyze data and draw meaningful insights

Tools and Technologies

CRM, including Redtail
Excel
Microsoft Suite (msft suite)

Schedule and Pay

Job type: Part-time
Expected hours: 25.0 to 30.0 per week
Pay: $20.00 to $24.00 per hour
Work location: In person, Gig Harbor, WA 98332 (required)

Licensing Question

Do you have any financial industry licenses such as Series 7 or 65?

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2d ago

Senior Financial Analyst

Addison Group Tukwila, WA

Tukwila, WA

2d ago

$50 - $70/hr Full time Senior Analytical Skills Analytics

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Job Description

The Senior Financial Analyst role will support decision-making through financial reporting, forecasting models, and cross-functional analysis in a hybrid work setup based in Tukwila, WA.

Role Overview

In this position, you will own recurring financial reporting, develop and maintain forecasting and planning models, and partner with internal teams to analyze business drivers that impact revenue, margin, and operating income. You will also contribute to annual budgeting, forecasting, and long-range planning by tracking key P&L components and supporting performance monitoring.

Key Responsibilities

Own weekly and monthly financial reporting, providing clear, actionable insights into revenue, margin, and operating income trends
Build, enhance, and maintain financial models that support forecasting, planning, and operational decision-making
Support annual budgeting, forecasting, and long-range planning with ownership of key P&L components and ongoing performance tracking
Develop scenario analyses to inform pricing, revenue growth, and cost optimization across shipping, fulfillment, and supply chain
Analyze operational drivers including average order value, units per order, shipping cost per order, and inventory flow
Partner cross-functionally with Operations, Supply Chain, and Marketing to evaluate initiatives and improve profitability
Use SQL, Snowflake, Mode Analytics, and Power BI to deliver scalable analytics across large datasets
Prepare and present executive-level reporting that clearly communicates performance drivers, risks, and opportunities
Lead ad hoc analyses and special projects requiring strong financial and business acumen

Required Qualifications

5+ years of experience in financial analysis
Strong experience with budgeting
Strong proficiency in Excel and robust accounting systems
Bachelor’s degree in accounting or finance
Self-starter approach, with ability to solve problems independently

Technologies

Excel
SQL
Snowflake
Mode Analytics
Power BI

Location and Schedule

Tukwila, WA (hybrid)

Compensation

USD 50 - 70 per hour

Benefits

Medical
Dental
Vision
401(k)

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3d ago

Finance Manager II

WCL Group Bellevue, WA

Bellevue, WA

3d ago

$64 - $64/hr Contract Manager Accounting Analytical Skills

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Job Description

WCL Group is hiring a Finance Manager II in Bellevue, WA for an onsite contract role. In this position, you will supervise finance analyses tied to investment programs and support the organization’s accounting policies, reporting, and budgeting processes, including marketing budget planning and regulatory reporting.

Role summary

Finance Manager II directs accounting-related policies and procedures while managing marketing budget forecasting and financial reporting. The role also covers budget variance reporting and preparation of special reports for regulatory authorities, alongside support for month-end closing and financial position reporting.

Key responsibilities

Manage the Account Team’s marketing budget, including consolidation of marketing program details from program owners to produce an overall account-level view.
Forecast budget plans, reconcile planned budget versus actuals, and lead month-end closing with variance reporting.
Categorize marketing spending, maintain a record of historical spend, and provide month-over-month (MoM), quarter-over-quarter (QoQ), and year-over-year (YoY) comparisons.
Coordinate with Marketing, Sales, and Finance on the marketing budget allocation process based on priority and business needs.
Coordinate with program owners to prepare documentation for the approval process.
Validate final deliverables against contract requirements, communicate issues to stakeholders as needed, develop solutions and recommendations, and lead payment.
Direct preparation of financial reports including income statements, balance sheets, and analyses forecasting future earnings or expenses.
Prepare special reports required by regulatory authorities.
Direct organizational budgets to meet financial goals.
Oversee investment of funds, manage associated risks, and supervise cash management activities.
Execute capital-raising strategies to support firm expansion.
Oversee the firm’s issuance of credit by establishing credit-rating criteria, determining credit ceilings, and monitoring collections of past-due accounts.

Requirements

Bachelor’s degree in accounting or a related financial discipline required; an advanced degree in a financial discipline is preferred.
2-4 years of experience.
Proficiency with computer applications, including Microsoft Word, Excel, and PowerPoint, plus related financial software.
Strong understanding of traditional and digital marketing, audience relevance principles, and budget management with a focus on driving sales.
Self-starter with strong interpersonal and communication skills.
Verbal and written communication skills, attention to detail, and critical thinking.
Ability to work independently and manage time effectively.
Expert ability to analyze business trends and project future revenues and expenses.
Expert knowledge of economic and accounting principles, financial markets, and financial data reporting.
Expert knowledge of federal, state, and company policies, procedures, and regulations related to accounting.

Technologies

Microsoft Word
Microsoft Excel
Microsoft PowerPoint

Location and schedule

On-site in Bellevue, WA 98004
Monday to Friday, 40 hrs/wk

Compensation and contract term

$64.50/hr (listed as USD 64 to 64 per hourly)
Contract role
1 year long contract with a high likelihood of extension or conversion to a full-time employee

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3d ago

Data Engineer, WW Ops Finance - S&A

Amazon.com Services LLC Bellevue, WA

Bellevue, WA

3d ago

$132k - $179k/yr Full time Amazon Emr Amazon Web Services AWS

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Job Description

Amazon is seeking a customer-focused Data Engineer for Worldwide Operations Finance Standardization & Automation (S&A) to build and scale a unified data management and discovery platform for global Finance teams.

Responsibilities

Design, build, and maintain scalable data pipelines and ETL workflows using Python, SQL, and AWS services including S3, Glue, Redshift, Lambda, EMR, and MWAA
Develop and optimize data models, metadata management frameworks, and catalog systems to support fast, reliable data discovery for thousands of internal users
Build and maintain microservices and APIs using API Gateway and Lambda for platform capabilities such as search, data ingestion, and cross-service integrations
Implement data quality frameworks, monitoring, and alerting to maintain reliability, freshness, and compliance with governance standards
Automate data onboarding and self-service workflows to reduce manual work and improve time-to-insight
Partner with cross-functional teams (product managers, BI engineers, and business stakeholders) to translate business requirements into scalable technical solutions
Support system design and code reviews, and follow operational excellence practices such as incident response, root cause analysis, and continuous improvement
Contribute to GenAI-powered features and AI-driven workflows that improve data discovery and analytics experiences

Requirements

3+ years of data engineering experience
1+ year developing and operating large-scale data structures for business intelligence analytics using OLAP technologies
1+ year developing and operating large-scale data structures for business intelligence analytics using SQL
1+ year developing and operating large-scale data structures for business intelligence analytics using Oracle
1+ year developing and operating large-scale data structures for business intelligence analytics using ETL (Extract, Transform, Load) and ELT (Extract, Load, Transform)
Bachelor’s degree or foreign equivalent in Computer Science, Engineering, Information Systems, Mathematics, or a related field
Experience with data modeling, warehousing, and building ETL pipelines

Technologies

Python, SQL
AWS services: S3, Glue, Redshift, Lambda, EMR, MWAA
API Gateway, ETL, ELT
Oracle, OLAP technologies, DataZone, OpenSearch
Kinesis, FireHose
IAM roles and permissions
Non-relational databases / data stores: object storage, document or key-value stores, graph databases, column-family databases
Apache Spark, Elastic MapReduce (EMR)

Location

Bellevue, WA (onsite)

Compensation

USD 132,100 - 178,800 per year

Benefits

Health insurance (medical, dental, vision, prescription)
Basic Life & AD&D insurance and option for Supplemental life plans
EAP
Mental Health Support
Medical Advice Line
Flexible Spending Accounts
Adoption and Surrogacy Reimbursement coverage
401(k) matching
Paid time off
Parental leave

About the Team

Part of the Worldwide Operations Finance Standardization & Automation (S&A) organization
Building a unified data management and discovery platform serving global Finance teams
Platform includes a dataset catalog, metric catalog, AI assistant, and interactive query experience for thousands of customers
Scaling to support 10+ domains and data producer teams
Stack includes AWS services (DataZone, OpenSearch, API Gateway, Lambda), microservices architecture, and modern frontend frameworks

Preferred Qualifications

Experience with AWS technologies such as Redshift, S3, AWS Glue, EMR, Kinesis, FireHose, Lambda and IAM roles and permissions
Experience with non-relational databases / data stores (object storage, document or key-value stores, graph databases, column-family databases)
Experience with Apache Spark / Elastic MapReduce

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4d ago

Finance Budget Analyst

Confluence Health Wenatchee, WA

Wenatchee, WA

4d ago

$37 - $58/hr Full time Manager Accounting Analytical Skills

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Job Description

Support budgeting, forecasting, financial planning, and performance analysis for Confluence Health through advanced variance reporting and Axiom system expertise.

Responsibilities

Conduct monthly and quarterly budget variance analysis for Service Lines and meet monthly with operational leaders to review results.
Build actionable proformas using the cost accounting system to support operational leadership decision-making.
Manage and organize large datasets across multiple systems with accuracy and efficiency.
Provide technical assistance and customer service to end users related to Axiom training, variance reporting, and transaction research.
Perform Axiom technical and maintenance activities including dimension structure, security, upgrades, budget plan files, and timely scheduled reporting.
Serve as an Axiom super-user, producing reports accurately and efficiently.
Assist with preparation of the annual budget and track adherence to the budget throughout the year.
Track and analyze financial impacts of year-implemented projects tied to Focused Growth, Productivity and HR, Revenue Cycle and Value Based Care, and Supply & Purchased Services opportunities.
Deliver end user training for new users, budget-season training, and group training (as lead or support).
Perform other duties as assigned.

Requirements

Bachelor’s Degree (preferably related to business or accounting).
Ability to attend classes or seminars and complete assigned certification(s).
Occasional travel may be required.

Additional Qualifications

3+ years of professional healthcare experience related to accounting or budgeting.
Experience with Infor, Axiom, Epic, and Excel.
Healthcare budgeting or accounting experience strongly preferred.
HFMA member.

Technology

Infor
Axiom
Epic
Excel

Benefits

Medical, Dental & Vision Insurance
Flexible Spending Accounts & Health Savings Accounts
Paid Time Off
Generous Retirement Plans
Life Insurance
Long-Term Disability
Gym Membership Discount
Tuition Reimbursement
Employee Assistance Program
Adoption Assistance
Shift Differential

Role Details

Location: Wenatchee, WA (onsite)
Pay: USD 37 - 58 per hourly
FLSA Status: Non-Exempt
Employment Type: Hourly
Reports To: Financial Planning & Analysis Manager

Physical / Sensory Demands

Walking: F
Sitting/Standing: C
Reaching: Shoulder Height - F
Reaching: Above shoulder height - O
Reaching: Below shoulder height - O
Climbing: O
Pulling/Pushing: 25 pounds or less - F
Pulling/Pushing: 25 pounds to 50 pounds - O
Pulling/Pushing: Over 50 pounds - O
Lifting: 25 pounds or less - F
Lifting: 25 pounds to 50 pounds - O
Lifting: Over 50 pounds - O
Carrying: 25 pounds or less - F
Carrying: 25 pounds to 50 pounds - O
Carrying: Over 50 pounds - O
Crawling/Kneeling: O
Bending/Stooping/Crouching: O
Twisting/Turning: O
Repetitive Movement: O

Physical Exposures

Unprotected Heights: No
Heat: No
Cold: No
Mechanical Hazards: No
Hazardous Substances: No
Blood Borne Pathogens Exposure Potential: No
Lighting: No
Noise: No
Ionizing/Non-Ionizing Radiation: No
Infectious Diseases: No

Standards of Behavior

Demonstrate Standards of Behavior and adhere to the Code of Conduct in all aspects of job performance at all times.

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4d ago

Licensed Life Insurance Agent/Financial Consultant

Armed Forces Benefits Network Lakewood, WA

Lakewood, WA

4d ago

$65k - $85k/yr Full time Advisor Client Relations Financial Advisor

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Job Description

Armed Forces Benefits Network supports licensed professionals with a flexible schedule, free leads, and a sales approach designed to keep your time focused. This hybrid role in Lakewood, WA pairs commission-based earnings with pre-scheduled, face-to-face appointments and a clear path to management for strong performers.

What you will do

Conduct face-to-face appointments in your local area, with no travel required
Work 25–40 hours per week, primarily afternoons and evenings
Use confident conversation to build relationships
Use free leads provided to support your appointment schedule

How your pay works

This is a commission role with monthly production bonuses. Compensation ranges from $65,000 to $85,000 per year.

What we need from you

Life Insurance License required. If you do not have one, you must obtain it at time of hire
Ability to get on JBLM. Base access is required for this position
Location: Lakewood, WA 98498 (Preferred)

Schedule and working model

Hybrid remote in Lakewood, WA 98498
Hours: 25–40 hours per week, primarily afternoons and evenings

What makes someone successful here

Confident conversational style and interest in building relationships
Strong time management and a self-directed work approach
Goal-oriented mindset with income tied to output
No prior sales or insurance experience required; training is provided

Role snapshot: Competitive, simplified-issue products, free leads, local face-to-face appointments, commission-based pay, and a clear path to management.

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7d ago

Financial Professional

New York Life Insurance Company & NYLIFE Securitiess, LLC. Kennewick, WA

Kennewick, WA

7d ago

$35k - $120k/yr Full time Advisor Client Relations Financial Advisor

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Job Description

The Financial Professional role supports a sales career focused on helping families through insurance and related investment and advisory solutions. The position is based in Kennewick, WA with onsite work elements and offers structured training, digital tools, and commission-based earnings.

Role Overview

As a Financial Professional, you will work as an insurance agent under an agent contract. The role emphasizes delivering positive impact in clients’ lives by providing products that include life insurance and related investment and advisory services. The position includes training and access to digital tools to support your work.

Location and Employment Type

Location: Kennewick, WA (onsite)
Work location: Hybrid remote in Kennewick, WA 99336
Job type: Full-time

Compensation

Compensation is commission-based. For 2024, the average income of financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555. Your income will depend on individual agent performance.

Pay: USD 35,000 - 120,000 per year

How You Will Be Supported

Training and development
Personalized coaching from dedicated training professionals
Industry professional designations
Subsidized training in the first two full-time contract years (if you qualify)
Sales incentives and professional-development trips for top-performing insurance agents

Benefits

Training and development
Personalized coaching
Industry professional designations
Subsidized training in the first two full-time contract years (if you qualify)
Sales incentives and professional-development trips
Medical, dental, vision, life, and disability insurance (for eligible full-time agents)
401(k) and pension (for eligible full-time agents)
Flexible schedule
Health insurance

Company Recognition

Fortune 2024: World’s Most Admired Companies
Handshake 2025: Early Talent Award
Forbes 2024: America’s Best Employers for Diversity
Seramount: 2024 Best Companies for Multicultural Women

Impact for Policyholders

5.1 million lives protected (includes all owners of individual life insurance and annuity policies)
$983 million lifetime annuity income paid (includes all payouts on individual income annuity products)
$6 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends; dividends are not guaranteed)
Over $1.2 trillion life insurance protection in force (includes term, whole, and universal life)

Additional Notes

The terms “agent” and “financial professional” are used interchangeably and refer to someone in a sales role under an agent contract.
Applications for the Financial Professional position are accepted on an ongoing basis. Qualified candidates are encouraged to apply as soon as possible.
New York Life is an Equal Opportunity Employer: M/F/Veteran/Disability/Sexual Orientation/Gender Identity.