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Associate Finance Analyst Jobs in Springfield, IL

Focus Partners Wealth

Tax Associate

Springfield, IL

$58K - $77K/yr

Analyze, review and compile tax return data. * Prepare federal, state and local income tax returns ... Qualifications: * A Bachelor's degree in Finance or Accounting with a minimum of 1 + years ...

INB, N.A.

Treasury Services Associate

Springfield, IL · On-site

$45K - $70K/yr

... financial goals through personalized service and trusted relationships. Our team is built on care ... Analyze and document client requirements in accordance with established procedures. * Manage and ...

State of Illinois

OFFICE ASSOCIATE, Opt 2

Springfield, IL · On-site +1

$4.1K - $5.4K/mo

... Analysis is seeking to hire an Office Associate with typing qualifications. Qualified applicants ... financial well-being. We provide healthcare coverage for children and adults through Medicaid and ...

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All JobsAssociate Finance Analyst JobsAssociate Finance Analyst Jobs in Springfield, IL

Associate Finance Analyst information

See Springfield, IL salary details

$28.7K

$73K

$124.4K

How much do associate finance analyst jobs pay per year?

As of Jun 15, 2026, the average yearly pay for associate finance analyst in Springfield, IL is $72,999.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,500.00 and $80,800.00 per year, depending on experience, location, and employer.

Will AI replace financial analysts?

AI can automate routine tasks such as data analysis and reporting for associate finance analysts, increasing efficiency. However, financial analysis also requires critical thinking, judgment, and industry knowledge that AI cannot fully replicate, so the role is expected to evolve rather than be replaced entirely.

What jobs pay 200,000 a year in the USA?

Associate Finance Analysts typically do not earn $200,000 annually; higher-paying finance roles such as Investment Bankers, Portfolio Managers, and Chief Financial Officers often reach or exceed this salary level. These positions usually require extensive experience, advanced certifications like CFA or CPA, and strong analytical skills, often working in high-pressure environments or managing large portfolios.

What is the difference between Associate Finance Analyst vs Financial Analyst?

AspectAssociate Finance AnalystFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; some roles may require internshipsBachelor's degree; often preferred to have certifications like CFA or CPA
Work EnvironmentEntry-level, team-based, supporting senior analystsMore independent, involved in detailed financial analysis and reporting
Employer & Industry UsageCommon in finance departments, investment firms, corporate financeWidely used across finance, investment banking, corporate finance, and consulting

The main difference between an Associate Finance Analyst and a Financial Analyst lies in experience level and responsibilities. Associate Finance Analysts are typically entry-level, supporting senior staff, while Financial Analysts handle more complex analysis independently. Both roles require similar educational backgrounds, but Financial Analysts often pursue additional certifications and have more advanced responsibilities.

What does an Associate Finance Analyst do?

An Associate Finance Analyst typically assists in analyzing financial data, preparing reports, and supporting budgeting and forecasting processes for an organization. They work closely with senior analysts and other finance team members to interpret financial information, identify trends, and help make recommendations for business decisions. Their responsibilities may also include reconciling accounts, performing variance analysis, and ensuring compliance with financial regulations. This entry-level role is ideal for individuals looking to build a career in finance and develop analytical and problem-solving skills.

Is 40 too old to get into finance?

Associate Finance Analysts and other finance roles often value skills and experience over age, and individuals can successfully transition into finance at 40 or older. Relevant skills such as financial analysis, certifications like CFA, and a strong understanding of financial tools can enhance employability regardless of age.

What types of projects and responsibilities can an Associate Finance Analyst expect during their first year on the job?

As an Associate Finance Analyst, you can expect to work on a variety of projects such as budgeting, forecasting, and financial reporting. Early responsibilities often include analyzing financial data, preparing reports for senior analysts or managers, and assisting with variance analysis. You'll likely collaborate closely with cross-functional teams like accounting and operations to gather data and provide insights. Over time, you'll gain exposure to more complex analyses and may have opportunities to present findings to leadership, which is valuable for career growth.

What are the key skills and qualifications needed to thrive as an Associate Finance Analyst, and why are they important?

To thrive as an Associate Finance Analyst, you need a solid grasp of financial principles, data analysis, and a relevant degree in finance, accounting, or a related field. Familiarity with financial modeling tools, Microsoft Excel, and financial reporting systems like SAP or Oracle is typically expected. Strong attention to detail, analytical thinking, and effective communication are standout soft skills in this role. These skills and qualities are crucial for delivering accurate financial insights and supporting sound business decisions.

What is an associate finance analyst?

An associate finance analyst is an entry-level professional who supports financial analysis, budgeting, and reporting within an organization. They typically use tools like Excel and financial software, and may require a bachelor's degree in finance, accounting, or a related field. The role involves analyzing financial data to assist in decision-making and strategic planning.
What cities near Springfield, IL are hiring for Associate Finance Analyst jobs? Cities near Springfield, IL with the most Associate Finance Analyst job openings:
Associate Finance Analyst jobs near you
Wealth Management Associate - Retirement Benefits Group - IL, Springfield IL, Quincy IL, Champaig...

Wealth Management Associate - Retirement Benefits Group - IL, Springfield IL, Quincy IL, Champaig...

Equitable Advisors

Springfield, IL • On-site

$250 - $1.0K/wk

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 22 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact**
Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.
We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!
Role Highlights
  • Client Engagement: Cultivate and expand your network within established markets
  • Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
  • Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
  • Work-Life Balance: Flexible schedule to maximize productivity and personal time
  • Location: Working outside the office in local schools and municipalities

Qualifications
Skills & Experience
  • Education: Bachelor's degree or equivalent skills and work experience
  • Licensing: State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes: values-driven with a track record of success and accomplishment
  • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
  • Mindset: entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration: ability to work with and learn from top performers
  • Work Authorization: must be authorized to work in the United States

Training & Development
  • FINRA Sponsorship: provided for required FINRA licensing
  • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
  • Virtual University: access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship: opportunities for joint work and mentorship
  • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development: access to Leadership Development School for those with management ambition
  • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program

Compensation & Benefits
  • Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
  • Base Salary: After successfully completing PEP, you will be eligible to become a 20th Edition RBG financial professional. Equitable Advisors supports you with an annual salary ($24,000) as a 20th Edition RBG financial professional.
  • Commissions and Bonus: In addition to an annual salary, RBG financial professionals are eligible to earn commissions and bonus.
  • Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Culture and Community Impact
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29)

What Equitable employees say

Pay

Hours and flexibility

Workplace

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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