Financial Planning and Analysis

• Provide administrative and operational support for one or more Financial Advisors
• Serve as a liaison between Financial Advisors and their clients
• Answer incoming calls, organize filing systems, coordinate schedules, and prepare correspondence and documents
• Send requested and required forms to clients
• Assist Financial Advisors with client support and time management
• Process confidential information
• Open, maintain, and service client accounts
• Follow up on missing paperwork
• Process new accounts and files
• Process department mail, checks, and securities
• Maintain client and mailing databases
• Update Financial Advisors’ calendars
• Research and resolve client problems
• Provide quote information and enter mutual fund trades
• Accept unsolicited mutual fund and money market investment directions from clients
• Coordinate and assist with client events through marketing, mailing, follow-up, and day-of-event support
• Work with operations on account maintenance and client instructions
• Complete department projects
• Maintain the client scanning system and ensure records are accurate and complete
• Balance settlement accounts and review trade blotters
• Review and notify Financial Advisors of new referrals
• Maintain compliance with bank regulations, policies, procedures, and required training
• Coach, mentor, or train others and teach coursework as a subject matter expert when asked
• Foster Columbia’s corporate culture and serve as a positive example
• Perform other duties as assigned

Financial Services Sales Assistant

• Drive annual operating budgets, monthly dynamic forecasts, and long-range financial plans across all business lines
• Own monthly financial reporting packages and executive variance commentary across revenue, COGS, and OpEx
• Build and refine driver-based revenue and operational forecast models
• Analyze P&L trends to identify profitability drivers and cost-saving opportunities
• Administer and optimize Workday Adaptive Planning, including architecture, integrations, and reporting templates
• Partner with Accounting and HR on month-end close validation, headcount tracking, and payroll forecast updates
• Monitor and report operational KPIs including customer lifetime value, retention, studio attendance, and customer acquisition
• Identify leading indicators and predictive insights for proactive decision-making
• Support the design, development, and deployment of interactive Tableau dashboards
• Serve as the financial and analytical liaison to Operations, Marketing, Digital, and Retail teams
• Use SQL, Snowflake, and emerging AI tools to automate reporting and improve analytical workflows
• Ensure timely financial reporting and maintain forecast model integrity and precision
• Perform data quality control and logic audits across databases, KPI queries, and reporting layers
• Deliver quarterly strategic deep-dive case studies producing documented strategic pivots or cost-saving initiatives
• Maintain a 3-day turnaround SLA for high-priority ad-hoc financial analyses

Senior Financial Analyst

• Work alongside the Tektronix Finance team to solve real business challenges
• Develop skills in financial analysis and strategic decision-making
• Collaborate with cross-functional teams on high-impact projects
• Engage with senior leaders
• Build a portfolio of meaningful accomplishments
• Showcase recommendations and project outcomes to Finance leadership and the CFO
• Analyze overtime versus additional headcount tradeoffs to improve productivity and on-time delivery
• Recommend inventory management strategies to reduce excess inventory and improve working capital
• Analyze external market and competitor data to identify trends and communicate target market share opportunities

Financial Planning and Analysis Intern

• Work alongside the Tektronix Finance team to solve real business challenges
• Develop skills in financial analysis and strategic decision-making
• Contribute to high-impact projects across Commercial Sales, Manufacturing, Product Development, and Service
• Collaborate with cross-functional teams
• Engage with senior leaders
• Build a portfolio of meaningful accomplishments
• Showcase recommendations and project outcomes to Finance leadership and the CFO
• Potentially develop optimization models, inventory management strategies, and market and competitor analyses

Financial Planning & Analysis Intern, Summer 2027

• Provide support to the Budget Planning and Analysis Unit
• Perform budget analysis activities, project management, budget monitoring, and related activities
• Support budget development and complex forecasting of cost impacts
• Evaluate expenditures against budgets to ensure programs have sufficient revenues
• Participate in policy strategy development and analyze financial impacts of proposed policies
• Provide data to agency, legislative, executive, governmental, and non-governmental officials
• Develop in-depth expertise on assigned programs and budgets
• Analyze budgets, programs, and proposals for potential impacts on eliminating health inequities by 2030
• Coordinate research for further policy consideration
• Prepare and deliver reports to executive leadership, legislators, and stakeholders
• Lead and coordinate complex cross-functional projects and multiple deliverables

Senior Budget Analyst

• Provide financial and budget advice to the Budget Planning and Analysis Unit of the Fiscal Operations Division and Chief Financial Officer's Office
• Perform complex and large-scale analyses and forecasts
• Provide guidance and mentorship to staff through the biennial budget build process
• Work across divisions and other state agencies to align budgets and processes
• Advise on state and federal budgeting and financial processes and systems
• Support policy development for new programs and services
• Support management, leadership, and staff through budget development and complex forecasting of cost impacts
• Ensure programs are supported by sufficient revenues
• Participate in policy strategy development and analyze financial impacts of proposed policies
• Analyze large and complex datasets to create fiscal impacts and conduct research with state health providers
• Lead and advise budget requests for policy development
• Analyze budgets, programs, and proposals for impacts on OHA's health equity goal
• Coordinate research for further policy consideration and inclusive services
• Interact with legislative, executive, governmental, and nongovernmental offices, federal government, jurisdictions, and communities across Oregon
• Provide technical expertise in budgets and programs, along with leadership, communication, problem-solving, critical-thinking, innovation, and decision-making support
• Support OHA's goal to eliminate health inequities by 2030

Senior Budget Analyst Lead – Operations and Policy Analyst 4

• Receive and process requests through a shared email mailbox using a first-in, first-out workflow
• Set up large- and small-ticket Equipment Finance applications in applicable systems
• Review transaction packages to confirm required documents and information have been received
• Verify signed applications, customer financial information, and other required documentation
• Enter and maintain accurate customer and transaction information across multiple Equipment Finance systems
• Prepare and organize transaction information for credit analyst review
• Support preparation of large-ticket transactions involving exposure greater than $1 million
• Submit financial information for spreading and credit analysis
• Complete KYC activities for large- and small-ticket Equipment Finance transactions
• Monitor and process work from the KYC system queue
• Support application setup, credit-line withdrawals, and other transaction-related activities
• Identify missing information, documentation gaps, or data discrepancies and coordinate resolution
• Collaborate with credit analysts, documentation teams, sales partners, and operations teams
• Handle sensitive customer, financial, and transaction information responsibly
• Follow established procedures, service expectations, and compliance requirements
• Assist with additional operational activities and projects as assigned

Equipment Finance – Leasing Specialist

• Work alongside the Tektronix Finance team to solve real business challenges
• Develop skills in financial analysis and strategic decision-making
• Gain exposure to Sales, Manufacturing, Product Development, and Service
• Collaborate with cross-functional teams and contribute to high-impact projects
• Engage with senior leaders and learn how finance drives business strategy
• Build a portfolio of meaningful accomplishments
• Showcase recommendations and project outcomes to Finance leadership and the CFO
• Analyze overtime and headcount tradeoffs to improve productivity and on-time delivery
• Recommend inventory management strategies to reduce excess inventory and improve working capital
• Analyze external market and competitor data to identify trends and communicate target market share opportunities

Financial Planning & Analysis Intern – Summer 2027

• Provide administrative and operational support for one or more Financial Advisors
• Serve as a liaison between Financial Advisors and clients
• Answer incoming calls, organize filing systems, coordinate schedules, and prepare correspondence and documents
• Send requested and required forms to clients
• Assist Financial Advisors with client support and time management
• Process confidential information
• Open, maintain, and service client accounts
• Follow up on missing paperwork
• Process new accounts and files
• Perform daily business processing, including department mail and processing checks and securities
• Maintain client and mailing databases
• Update Financial Advisors’ calendars
• Research and resolve client problems
• Provide quote information and mutual fund trade entry
• Accept unsolicited mutual fund and money market investment direction from clients
• Coordinate and assist with client events through marketing, mailing, follow-up, and on-site event assistance
• Work with operations on account maintenance and client instructions
• Complete department projects
• Maintain the client scanning system
• Balance settlement accounts and review trade blotters
• Review and notify Financial Advisors of new referrals
• Keep current with regulation changes
• Coach, mentor, or train others and teach coursework as a subject matter expert when asked
• Foster Columbia’s corporate culture and support its vision to become “Business Bank of Choice”
• Perform other duties as assigned

Financial Planning and Analysis jobs in Oregon