Finance & Accounting Associate

Ferguson Wellman and West Bearing

Portland (OR)

On-site

USD 75,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Annual discretionary bonus

Profit-sharing contribution

Insurance benefits (medical, dental, vision)

Paid time off (PTO)

Remote work days

Tuition reimbursement

Costco membership

Paid monthly parking

Job summary

A leading investment advisory firm in Portland seeks a finance and accounting associate to manage payables, receivables, and support the CFO. This full-time position offers a competitive salary and benefits, including bonuses and profit-sharing. Ideal candidates will have a Bachelor's degree in accounting or finance and 3-7 years of relevant experience.

Qualifications

3-7 years of experience in accounting.
Knowledge of GAAP and financial processes.
Exceptional computer skills, especially in Excel.

Responsibilities

Process payables and receivables, including credit card transactions.
Assist CFO with monthly account reconciliations.
Prepare annual 1099s to vendors.

Skills

Attention to detail

Organizational skills

Communication skills

Ability to document and improve processes

Teamwork

Excel proficiency

Education

Bachelor’s degree in accounting or finance

Tools

Sage Intacct

Job description

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Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment advisory firm established in the Pacific Northwest. The firm manages over $8.9 billion for 1026 clients, including individuals and families; Taft-Hartley and corporate retirement plans; and endowments and foundations with portfolios of $4 million or more. West Bearing Investments, a division of Ferguson Wellman, serves clients with assets starting at $1 million or more (data as of January 1, 2025). We have offices in Portland, Oregon, and Bellevue, Washington. Our mission is to achieve investment excellence and earn lifelong relationships for the clients and communities we serve.

About the Position

The finance and accounting associate will be responsible for payables, receivables, credit card transactions and act as back up to the chief financial officer. This is a newly created position to expand our accounting department and responsibilities are expected to grow over time. This position is on-site full time at our Portland office. As with every position in our firm, this hire is expected to uphold our core values: exceed expectations, act with uncompromising ethics and reliability, advocate innovation and manage change, foster a collegial environment and enjoy the journey.

Responsibilities

•Processing payables, including payments by check, ACH, credit cards and online bill payments

•Processing expense reports per company guidelines

•Preparation of annual 1099s to vendors

•Processing receivables, including billing and posting payments

•Reconciliation of credit cards transactions

•Assist CFO on monthly account reconciliations, department process improvements, appropriate internal controls and provide back up as needed.

•Other duties may involve cash management, involvement in budgeting, corporate insurance, tax reporting, operational and financial reporting, payroll and benefits

•Other projects as assigned

Qualifications

•Minimum of three to seven years of experience in accounting

•Knowledge of generally accepted accounting principles (GAAP) and financial processes

•Bachelor’s degree in accounting or finance

•Ability to document and improve existing processes

•Strong attention to detail, organizational and communication skills

• Exceptional computer skills, able to perform excel/spreadsheet functions, such as pivot tables and VLOOKUP’s. Experience with accounting system Sage Intacct is a plus

• Ability to work in a team environment, adapt to frequent task changes and work well with various personalities

• Willing and able to travel when needed

• Willing and able to participate in firm photography for marketing purposes

Compensation and benefits

• Salary to be consistent with experience and potential, ranging from $75,000 - $100,000

• Benefits for this exempt position include an annual discretionary bonus, profit-sharing contribution, insurance (medical, dental, vision, life & long-term disability), PTO and remote work days (RWD), paid stock market closure days, donation reimbursement, tuition reimbursement, Costco membership, and paid monthly parking.

• Opportunity to became an owner through earning stock in the firm

Ferguson Wellman recruits, employs, trains, compensates, and promotes regardless of race, color, religion, national origin, gender, gender identity or expression, sexual orientation, disability, age, veteran status, and other protected status as required by applicable law.

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