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Associate In Finance Jobs in Lexington, KY (NOW HIRING)

Posting Details Job Title Associate CFO/UKHC Requisition Number RE55121 Working Title Associate CFO ... Skills / Knowledge / Abilities Demonstrated knowledge of and experience in finance, accounting ...

Associate CFO/UKHC

Lexington, KY ยท On-site

$156K - $294K/yr

Posting Details Posting Details Job Title Associate CFO/UKHC Requisition Number RE55121 Working ... Skills / Knowledge / Abilities โ€ข Demonstrated knowledge of and experience in finance, accounting ...

Tax Associate

Frankfort, KY ยท On-site

$50K - $67K/yr

A Bachelor's degree in Finance or Accounting with a minimum of 1 + years' relevant experience. * A demonstrated focus on preparing individual, S-corporation and partnership tax returns. * Superb ...

Tax Associate

Lexington, KY ยท On-site

$57K - $76K/yr

A Bachelor's degree in Finance or Accounting with a minimum of 1 + years' relevant experience. * A demonstrated focus on preparing individual, S-corporation and partnership tax returns. * Superb ...

F&I Manager

Georgetown, KY ยท On-site

$125K - $180K/yr

Are you working long hours in your current Finance & Insurance role or do not see the reward for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

F&I Manager

Georgetown, KY ยท On-site

$125K - $180K/yr

Are you working long hours in your current Finance & Insurance role or do not see the reward for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

DIRECTOR OF FINANCE

Lexington, KY ยท On-site

$140K - $150K/yr

As the Director of Finance you will oversee all financial aspects of the business and drive the ... Personal Leave Associates may also be eligible for paid and/or unpaid time off benefits in ...

DIRECTOR OF FINANCE

Lexington, KY ยท On-site

$140K - $150K/yr

As the Director of Finance you will oversee all financial aspects of the business and drive the ... Personal Leave Associates may also be eligible for paid and/or unpaid time off benefits in ...

DIRECTOR OF FINANCE

Lexington, KY ยท On-site

$140K - $150K/yr

As the Director of Finance you will oversee all financial aspects of the business and drive the ... Personal Leave Associates may also be eligible for paid and/or unpaid time off benefits in ...

Director of Finance

Lexington, KY ยท On-site

$140K - $150K/yr

Job Summary As the Director of Finance you will oversee all financial aspects of the business and ... Personal Leave Associates may also be eligible for paid and/or unpaid time off benefits in ...

F&I Manager

Georgetown, KY ยท On-site

$150K - $200K/yr

... in Finance and Insurance products * Menu selling experience is required * Business management ... We are known for the great care we take with customers and associates alike. You are not just an ...

F&I Manager

Georgetown, KY ยท On-site

$150K - $200K/yr

... in Finance and Insurance products * Menu selling experience is required * Business management ... We are known for the great care we take with customers and associates alike. You are not just an ...

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Associate In Finance information

See Lexington, KY salary details

$30.1K

$69.4K

$136K

How much do associate in finance jobs pay per year?

As of Jul 28, 2026, the average yearly pay for associate in finance in Lexington, KY is $69,354.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,300.00 and $75,900.00 per year, depending on experience, location, and employer.

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.

What does a financial associate do?

A financial associate supports financial analysis, reporting, and planning within organizations. They often handle tasks such as preparing financial statements, analyzing data, and assisting with budgeting, using tools like Excel and financial software. Strong analytical skills and attention to detail are essential for this role.

What are Associate In Finance jobs?

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 can you do with associates in finance?

An associate in finance typically performs tasks such as analyzing financial data, preparing reports, supporting investment decisions, and assisting with client accounts. This role often involves using financial software and requires strong analytical and communication skills, serving as a foundation for career advancement in finance or related fields.

What is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and financial software, and may be involved in tasks such as account reconciliation, data entry, and financial analysis to help organizations make informed decisions.

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

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.

Is an associate's degree in finance good?

An associate's degree in finance can be a valuable credential for entry-level finance positions such as financial clerks or assistants, providing foundational knowledge of financial principles and tools like spreadsheets. However, for more advanced roles like financial analyst or advisor, a bachelor's degree or higher is typically required, and additional certifications may enhance job prospects.
What are the most commonly searched types of In Finance jobs in Lexington, KY? The most popular types of In Finance jobs in Lexington, KY are:
What cities near Lexington, KY are hiring for Associate In Finance jobs? Cities near Lexington, KY with the most Associate In Finance job openings:
Infographic showing various Associate In Finance job openings in Lexington, KY as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $69,354 per year, or $33.3 per hour.
Sr Associate, Finance Operations

Sr Associate, Finance Operations

MIDDLEGROUND CAPITAL

Lexington, KY โ€ข On-site

Full-time

Posted 10 days ago


Job description

Description:

Weโ€™re seeking a strategic and collaborative finance leader to join our team as Senior Associate (SA) of Finance Operations. This role offers a unique opportunity to work closely with portfolio companies, investment teams, and senior leadership to drive financial excellence and operational efficiency. Based in Lexington, KY, the SA will play a pivotal role in shaping financial processes, supporting key transactions, and fostering strong relationships across our organization.


Portfolio Company Management

  • Oversee financial reporting compliance for 3โ€“5 portfolio companies
  • Review monthly financials, management discussions, and cash flow forecasts
  • Support onboarding of new portfolio companies and CFOs
  • Identify and implement improvements in financial close and reporting processes

Reporting and Analysis

  • Provide financial insights and ad hoc analysis to senior leadership
  • Support internal and external reporting processes
  • Drive system and process improvements for reporting efficiency
  • Lead or contribute to financial planning and analysis projects

Due Diligence and Pre-Transaction

  • Participate in due diligence and integration planning for acquisitions
  • Assist CFOs in preparing for exits and transaction readiness
  • Understand and apply quality of earnings analyses
  • Collaborate with investment teams on financial readiness

Executive Management

  • Interview and support hiring of CFOs for portfolio companies
  • Build trusted relationships with portfolio company leadership
  • Coordinate executive onboarding and assessments
  • Execute strategic projects aligned with organizational goals

Budget and Hoshin

  • Establish and communicate budget timelines and expectations
  • Review annual budgets and provide feedback to deal teams
  • Support strategic planning and alignment of financial goals
  • Monitor compliance with budgeting and performance plans

Board of Directors Activities

  • Prepare financial materials for Board meetings.
  • Ensure alignment of performance data with board standards
  • Attend Board meetings and support related communications

Business Development

  • Maintain relationships with industry contacts and firms
  • Share potential deal opportunities with the Business Development team
  • Represent the firm at industry conferences and events

Administrative Activities

  • Support financial system implementations and reporting transitions
  • Present at internal conferences and assist with communications
  • Track time and expenses related to portfolio company activities
  • Coordinate travel and logistics with administrative support

Execution & Accountability

  • Own financial reporting processes for assigned portfolio companies
  • Ensure timely and accurate submission of reports and expenses
  • Communicate effectively with portfolio stakeholders
  • Drive initiatives that support organizational goal
Requirements:
  • 6+ years of experience in finance, accounting, consulting, or transaction advisory services
  • Bachelorโ€™s degree in Finance, Business, Engineering, Accounting, or a related field
  • Strong understanding of financial statements and accounting principles
  • Proven leadership experience with executive presence
  • Ability to manage multiple priorities and communicate effectively across teams
  • Familiarity with investment metrics (IRR, MOIC, DPI) and fund accounting is a plus