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Associate In Finance Jobs in San Jose, CA (NOW HIRING)

This role will be based in Sunnyvale. At LinkedIn, our approach to flexible work is centered on ... Our Ecosystem Strategic Finance team is seeking a Sr. Associate to partner with LinkedIn's Flagship ...

This role will be based in Sunnyvale. At LinkedIn, our approach to flexible work is centered on ... Our Ecosystem Strategic Finance team is seeking a Sr. Associate to partner with LinkedIn's Flagship ...

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Showing results 1-20

Associate In Finance information

See San Jose, CA salary details

$35.7K

$82.5K

$161.7K

How much do associate in finance jobs pay per year?

As of Sep 6, 2026, the average yearly pay for associate in finance in San Jose, CA is $82,474.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,600.00 and $90,200.00 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 San Jose, CA?

The most popular types of In Finance jobs in San Jose, CA are:

What cities near San Jose, CA are hiring for Associate In Finance jobs?

Cities near San Jose, CA with the most Associate In Finance job openings:

Infographic showing various Associate In Finance job openings in San Jose, CA as of August 2026, with employment types broken down into 1% As Needed, 67% Full Time, 29% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $82,474 per year, or $39.7 per hour.

Finance Transformation - Finance Operations Consulting - Senior Associate

Pwc

San Francisco, CA • On-site

$77K - $202K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 29 days ago


PwC rating

8.3

Company rating: 8.3 out of 10

Based on 77 frontline employees who took The Breakroom Quiz

26th of 72 rated business consultants


Job description

Industry/Sector

Not Applicable

Specialism

Finance

Management Level

Senior Associate

Job Description & Summary

The Opportunity
As a Finance Transformation - Finance Operations Consulting - Senior Associate, you will work alongside CEOs, CFOs, controllers, and treasurers to optimize the structure of their finance functions and enhance their contribution to the business. Within our Finance practice, you will address challenges in achieving appropriate standards of control and support the business through insightful strategies and streamlined processes. As a Senior Associate, you will leverage your skills to analyze complex problems, mentor others, and maintain professional standards. You will focus on building client relationships and developing a deeper understanding of the business context.
In this role, you will be part of a team that transforms finance functions by executing strategies to reduce complexity and optimize technology use. You will have the opportunity to guide and mentor junior team members, fostering a culture of continuous improvement. By navigating complex situations and embracing ambiguity, you will grow your personal brand and deepen your technical skills. This position offers a chance to make meaningful client connections and deliver quality solutions that align with the firm's overall business strategies.
Responsibilities
- Collaborating with finance leaders to optimize finance function structures and enhance business contributions
- Streamlining processes and utilizing technology to reduce operational complexity and improve efficiency
- Supporting clients in achieving appropriate standards of control and efficient back-office operations
- Executing strategies to deliver cost-effective, quality services to stakeholders
- Analyzing financial data to provide insights and challenge business decisions
- Managing financial operations consulting projects, confirming alignment with client objectives
- Developing financial models and forecasts to support strategic decision-making
- Reviewing financial statements and reports for accuracy and relevance
- Implementing financial internal controls to safeguard assets and validate compliance
- Guiding and mentoring junior team members to foster professional growth and development
What You Must Have
- At least a Bachelor's degree
- At least 3 years of experience
What Sets You Apart
- Preference for at least one of the following fields of study: Accounting, Analytics/Data Science, Business Administration/Management, Computer Science/Information Systems, Finance, Mathematics/Statistics, Risk Management/Insurance
- At least one of the following: Current pursuit of or an active Certified Public Accountant (CPA) license

- Experience in record to report, procure to pay, order to cash cycles
- Supporting complex finance transformation initiatives

- In-depth knowledge of finance process optimization and financial systems implementations

- Implementing GenAI and digital finance transformation solutions
- Demonstrating analytical thinking and problem-solving skills in finance operations
- Experience in managerial cost accounting and financial modeling
- Excelling in financial statement analysis and preparation
- Managing financial services operations with a focus on operational excellence
- Embracing change and adapting to evolving industry trends

Travel Requirements

Up to 60%

Job Posting End Date

The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

What PwC employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


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About pwc

Sourced by ZipRecruiter

We know that the future success of our firm is contingent on equitable experiences for our people. From recruitment to partnership, we’re working hard to give every person an equitable opportunity to grow and to thrive as part of our community of solvers. We understand that establishing and maintaining a fair, equitable and welcoming environment for all people requires building a culture of belonging: a shift from awareness to empathy — while demonstrating inclusive leadership that cultivates trust among our people and our clients. PwC is committed to advancing diversity, equity and inclusion (DEI) through an evidence-based strategy designed to achieve well-defined and meaningful aspirational goals. Our aim is to solve problems for the long term, as that is how we build trust and continue to build on our culture of belonging. At the core of this endeavor are stated goals and a series of linked programs enabling targeted interventions at key moments in our employees’ career trajectories.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

London, London, UK