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Associate In Finance Jobs in Boca Raton, FL (NOW HIRING)

OR 2-year degree from an accredited university in Finance and Accounting or related major; 2 years ... We actively foster an environment where the unique backgrounds of our associates are valued and ...

OR 2-year degree from an accredited university in Finance and Accounting or related major; 2 years ... We actively foster an environment where the unique backgrounds of our associates are valued and ...

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Associate In Finance information

See Boca Raton, FL salary details

$28.9K

$66.8K

$131K

How much do associate in finance jobs pay per year?

As of Aug 17, 2026, the average yearly pay for associate in finance in Boca Raton, FL is $66,779.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $73,100.00 per year, depending on experience, location, and employer.

What is an associate in finance?

Associate in Finance jobs are entry- to mid-level positions within financial institutions such as banks, investment firms, or corporate finance departments. Associates typically support senior professionals in analyzing financial data, preparing reports, conducting market research, and assisting in the execution of financial transactions. These roles often serve as a stepping stone to more senior positions, providing valuable exposure to various aspects of finance including investment banking, asset management, and corporate finance. The job requires strong analytical skills, attention to detail, and proficiency with financial modeling and software. Most employers seek candidates with a degree in finance, economics, or a related field.

What are the key skills and qualifications needed to thrive as an associate in finance?

To thrive as an Associate in Finance, you need strong analytical abilities, financial modeling skills, and a relevant degree such as finance, accounting, or economics. Familiarity with tools like Microsoft Excel, financial databases (e.g., Bloomberg, FactSet), and certifications such as CFA or CPA are often advantageous. Attention to detail, strong communication, and effective time management are essential soft skills for collaborating with teams and managing multiple projects. These competencies enable Associates to deliver accurate analyses, support strategic decisions, and contribute effectively to their organization's financial success.

What are some typical challenges an associate in finance might face during their first year, and how can they overcome them?

As a new Associate in Finance, you may encounter challenges such as managing tight deadlines, adapting to rapidly changing priorities, and mastering complex financial models and analytical tools. It's common to juggle multiple projects simultaneously, often requiring close attention to detail and strong organizational skills. To overcome these challenges, effective time management, proactive communication with your team, and seeking regular feedback from senior colleagues are essential. Building strong relationships within your team will also help you learn best practices and navigate the fast-paced environment more smoothly.

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

AspectAssociate In FinanceFinancial Analyst
Required CredentialsBachelor's degree often in finance, accounting, or related fields; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; CFA certification common for advanced roles
Work EnvironmentEntry-level position in finance departments, investment firms, or banksAnalyzing financial data, preparing reports, and supporting investment decisions in similar settings
Employer & Industry UsageUsed by banks, investment firms, corporate finance departmentsCommonly employed in finance, investment banking, and corporate finance sectors

While both roles require similar educational backgrounds and are found in finance environments, Associates In Finance typically focus on supporting financial operations and analysis at an entry level, whereas Financial Analysts often take on more in-depth analysis and reporting responsibilities. The roles are closely related, with the main difference being the scope of analysis and experience level.

Is an associate in finance worth it?

An associate in finance typically earns an entry-level salary with opportunities for advancement and skill development in areas like financial analysis and reporting. The role can be a valuable stepping stone toward higher positions such as analyst or manager, especially when combined with relevant certifications like CFA or CPA. Its worth depends on career goals and the industry demand for finance professionals.

What can you do with an associate in finance?

An associate in finance can work in roles such as financial analyst, credit analyst, or banking associate, performing tasks like financial reporting, data analysis, and supporting investment decisions. These positions often require knowledge of financial software and strong analytical skills, and may lead to advancement into more senior finance roles.

What are the most commonly searched types of In Finance jobs in Boca Raton, FL?

The most popular types of In Finance jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Associate In Finance jobs?

Cities near Boca Raton, FL with the most Associate In Finance job openings:

Infographic showing various Associate In Finance job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $66,779 per year, or $32.1 per hour.

Strategy & AI Associate

Hotwire Communications Ltd

Fort Lauderdale, FL • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 21 hours ago


Hotwire Communications rating

8.3

Company rating: 8.3 out of 10

Based on 25 frontline employees who took The Breakroom Quiz

18th of 99 rated telecommunications companies


Job description

Job Summary:
The Strategy & AI Associate is both an analyst and a builder. The role exists to build and operate AI-enabled workflows that multiply throughput across the Chief Strategy Officer's organization - Corporate Development, Content, Strategic Partnerships, and Government Affairs - while still delivering core transaction work, financial modeling, diligence, and executive materials. The Associate partners closely with executive leadership to generate insights, accelerate deal execution, and develop reusable analytical and operational systems that scale across the broader strategy team
Duties / Responsibilities:
Strategic Execution
  • Develop and maintain financial models for acquisitions, divestitures, joint ventures, and organic growth initiatives, including valuation analyses across DCF, public comparables, precedent transactions, and LBO frameworks.
  • Support live transactions end-to-end: target evaluation, due diligence, management discussions, investment memoranda, and integration planning.
  • Conduct market, competitive, and strategic research; prepare investment memos, board materials, and executive presentations that translate analysis into clear recommendations.

AI-Enabled Leverage
  • Design, build, and maintain reusable AI-enabled workflows for diligence (data room ingestion, target profiling, CIM analysis), modeling (template generation, scenario and sensitivity runs), and document production (memos, decks, board materials).
  • Productize prompts, agents, and automations so that other CSO team members can use them independently, without engineering support.
  • Identify, pilot, and evaluate new AI tools and capabilities; maintain an informed working view of what is worth adopting.

Cross-Functional Support
  • Partner with the Content team on programmer contract review, audit support, and lineup analysis; partner with Strategic Partnerships on joint venture modeling and partner diligence.
  • Support Government Affairs and Corporate Governance with regulatory tracking, policy analysis, and related research as needed.
  • Perform other duties as required or assigned.

Minimum Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 2-5 years of experience in investment banking, private equity, strategy consulting, or corporate development, with demonstrated use of AI tools to increase output in prior roles.
  • Strong financial modeling and valuation experience.
  • Hands-on experience using Claude, ChatGPT, or comparable large language models in a work setting.
  • Working ability to write Python for automation and API integration - scripting and connecting systems, not full software engineering.
  • Experience designing multi-step AI workflows, agents, or automations.
  • Excellent written and verbal communication skills, with experience presenting to senior stakeholders.
  • Proven ability to manage multiple workstreams in a fast-paced, ambiguity-tolerant environment.
  • Proficiency in Microsoft Excel and PowerPoint (table stakes; the role will frequently use AI to accelerate work in both).

BENEFITS:
We truly appreciate and value all our employees and show our appreciation by offering a wide range of benefits, including:
  • Comprehensive Healthcare/Dental/Vision Plans
  • 401K Retirement Plan with Company Match
  • Paid Vacation, Sick Time, and Additional Holidays (including your Birthday!)
  • Paid Volunteer Time
  • Paid Parental Leave
  • Hotwire Service Discounts - for employees who live on a property serviced by Hotwire. Discounted service offerings are provided for high-speed internet, video service, phone, and security service
  • Employee Referral Bonuses
  • Exclusive Entertainment Discounts/Perks

Hotwire provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
#LI-DD1
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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