Let's Explore Finance!

Welcome to the Finance Pathway

Explore careers that focus on providing learning services and resources. This pathway prepares students for diverse roles from teaching to career counseling, equipping them with the skills necessary to educate, train, and support learners of all ages.

Careers Within the Industry

From managing money to analyzing financial records, careers in Finance offer a wide array of opportunities to make a significant impact on financial stability and growth. Here are some exciting career paths you can explore:

Tellers

Tellers receive and pay out money. They keep records of money and negotiable instruments involved in a financial institution’s various transactions.

Tax Preparers

Tax Preparers prepare tax returns for individuals or small businesses. They ensure accuracy and compliance with tax regulations.

Accountants and Auditors

Accountants and Auditors examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others.

Loan Officers

Loan Officers evaluate, authorize, or recommend approval of loan applications for people and businesses. They ensure that loans meet the necessary criteria.

Insurance Underwriters

Insurance Underwriters evaluate insurance applications and determine coverage amounts and premiums. They assess risk and decide on policy terms.

Financial Managers

Financial Managers plan, direct, and coordinate accounting, investing, banking, insurance, securities, and other financial activities of an organization.

Claims Adjusters

Claims Adjusters investigate insurance claims to determine the extent of the insuring company's liability. They negotiate and settle claims with policyholders.

Credit Authorizers

Credit Authorizers review credit applications and authorize or decline credit based on applicant information and company policies.

Finance Careers in Action

Natalie Millar is the CEO of Terminal Gravity Brewing in Enterprise, Oregon, managing the small town’s popular brewery and supporting a staff of over 60 people. Her primary focus is working to build a strong company culture.

Is This Career Path Right for You?

If you enjoy having a framework of rules by which to operate, making predictions based on existing facts, working to meet deadlines, or working with numbers, a career in Finance might be perfect for you. This pathway is ideal for those who are logical, orderly, trustworthy, self-confident, and methodical or efficient.

Essential Interests:

  • Enjoy having a framework of rules by which to operate
  • Interested in making predictions based on existing facts
  • Passionate about working to meet deadlines
  • Like working with numbers

Essential Skills:

  • Strong logical and orderly thinking
  • Trustworthiness and reliability
  • Self-confidence and accuracy
  • Methodical and efficient work habits

Essential Knowledge:

  • Understanding of accounting and math
  • Knowledge of economics and banking/financial services
  • Familiarity with business law and financial regulations

Career Planning Action Plan​

Get prepared for a career in finance!

STEP 1: start by taking classes in any of the following subject areas:

  • Accounting: learn the basics of financial record-keeping and financial statement preparation.
  • Math: develop skills in numerical analysis and problem-solving.
  • Economics: gain an understanding of economic principles and their application in finance.
  • Banking/Financial Services: study the functions of banks and financial institutions and the services they provide.

STEP 2: explore and plan your career path:

  • Meet with your advisor to discuss your interests.
  • Identify relevant classes and dual-credit opportunities.
  • Explore community activities for skill-building.
  • Research jobs on the Quality Info Website.

STEP 3: assess and refine your career goals:

  • Create a career and college plan with your advisor.
  • Complete the interest profile, skills assessment, and reality check on the Oregon CIS Website.
  • Watch Career Journey Videos to gain insights from industry professionals.

Meet Sassy, Your Career Exploration Guide

Sassy helps Oregon middle and high school students explore career and trade pathways.

Finance Careers in Oregon

Career Planning

High-demand Jobs in Oregon

Here are three careers in high demand right now in Oregon.

Tellers

Education: High School Diploma

Annual Average Wage: $38,117

Duties: Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution’s various transactions.

Why it's in demand: With the growth of banking services, there is a steady demand for tellers who can handle transactions accurately and efficiently.

Tax Preparers

Education: Postsecondary Training

Annual Average Wage: $50,063

Duties: Prepare tax returns for individuals or small businesses.

Why it's in demand: As tax regulations become more complex, the demand for skilled tax preparers who can ensure compliance and accuracy continues to grow.

Financial Analysts

Education: Master's Degree

Annual Average Wage: $82,300

Duties: Provide guidance to businesses and individuals making investment decisions. They assess the performance of stocks, bonds, and other types of investments.

Why it's in demand: As businesses seek to optimize their investments, financial analysts play a key role in advising on profitable opportunities and financial strategies.

Essential Student Links for Further Exploration

Career OneStop

Career OneStop Take this 30-question interest assessment to help you match your interests with exciting careers.

Link to Interest Assessment | Career OneStop
Career Journeys

Career Journeys Watch young Oregonians in high-demand trades share their career journeys and give you a window into their workday.

Watch the Career Journeys Stories
Oregon Career Pathways

Oregon Career Pathways: Explore career pathways through the Oregon Employment Department to understand the education and training needed for different occupations. Learn which jobs are in highest demand and what they pay.

Oregon Career Pathways
Oregon Department of Education Career Exploration

Community & Workforce Training: The Business and Management Career Learning Area focuses on the business and entrepreneurial needs of Oregon’s students as they prepare to enter and succeed in the world of business. The careers in this area span virtually every industry in the world.

Oregon Department of Education Business and Management Page
The Oregon Career Information System (CIS)

The Oregon Career Information System (CIS): provides a system of occupational and educational information to help Oregonians learn about the world of work and education. We work with schools, colleges, social agencies, and businesses who provide career guidance and employee development services. They use CIS products with their students, clients, customers, and employees to assist them with the process of career planning or career transition.

The Oregon Career Information System (CIS)

Connect with the CCL Team to discuss Career Pathways Using the Form Below: