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Financial Operations Associate Jobs (NOW HIRING)

Shaper

Financial Operations Associate

Financial Operations Associate Location : Remote (with occasional travel as needed) Company Overview : At Shaper Capital, we're on a mission to partner with incredible people to build companies that ...

Shaper

Financial Operations Associate

Financial Operations Associate Location : Remote (with occasional travel as needed) Company Overview : At Shaper Capital, we're on a mission to partner with incredible people to build companies that ...

Pacificlife

Financial Operations Associate

Omaha, NE · On-site

$22/hr

As a Financial Operations Associate, you will play a critical role in supporting Pacific Life'sannuityandlife insurance businessby reviewing, analyzing, and processing financial and policy-related ...

Salesberry Group

Financial Operations Associate

$55K - $65K/yr

The Financial Operations Associate is an essential partner to our clients and will be responsible for delivering high-quality services and support. They do this by applying their working knowledge of ...

Sunlight Financial, LLC

CLT - Charlotte, NC 28246Financial Operations - Associate/Sr. Associate We Are a Mission-Driven Company Sunlight Financial is a contractor-focused point of sale lender with a relentless focus on ...

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How much do financial operations associate jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for financial operations associate in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 per hour, depending on experience, location, and employer.

What is a financial operations associate?

Financial Operations Associates are professionals who support the financial activities of an organization, including managing transactions, reconciling accounts, processing invoices, and assisting with budgeting and reporting. They ensure that financial records are accurate and in compliance with regulations. Their role is crucial in maintaining the smooth operation of a company's financial processes and supporting the finance team with daily administrative and analytical tasks.

What are some common challenges financial operations associates face when managing transaction accuracy and reporting deadlines?

Financial Operations Associates often navigate tight deadlines and high transaction volumes, which can make maintaining accuracy a challenge. They must pay close attention to detail when reconciling accounts, processing payments, and preparing financial reports to ensure compliance and avoid discrepancies. Additionally, collaborating with cross-functional teams such as accounting, compliance, and treasury requires strong communication skills to resolve issues efficiently. Adapting to frequent changes in regulations or internal processes is also a key aspect of the role.

What are the key skills and qualifications needed to thrive as a financial operations associate, and why are they important?

To thrive as a Financial Operations Associate, you need strong analytical abilities, attention to detail, and a foundational understanding of accounting or finance principles, often supported by a relevant degree. Familiarity with financial software such as Excel, ERP systems (like SAP or Oracle), and possibly certifications like CPA or CFA are highly valued. Excellent organizational skills, clear communication, and the ability to work collaboratively make someone stand out in this role. These skills ensure accurate financial processing, compliance, and effective coordination within a fast-paced finance environment.
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Financial Operations Associate jobs near you
Infographic showing various Financial Operations Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 11% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.

Financial Operations Associate

North Bethesda, MD • On-site

Rose Financial Solutions LLC
Accounting Services • 51 - 200 employees
Learn more about Rose Financial Solutions LLCexternal

$45K - $60K/yr

Full-time

Medical, Life, Retirement

Posted 20 days ago

Job description

Financial Operations Associate
*This is a general interest opening for a potential future hiring opportunity.*
ROSE is a Finance as a Service (FaaS) leader, supporting a company's back office by harmonizing People, Process, Technology, Organization, and Data to empower our clients to become accomplished leaders. We achieve this by providing financial clarity and eliminating complexity through Easby®, a system of engagement built on enterprise-grade, hyper-automation technology that manages finance, accounting, and tax activities, converts data into information, and supports a team of experienced professionals to enhance a company's success by improving financial performance.
Rose Financial Solutions (ROSE®) is seeking a Financial Operations Associate who is looking for an entry-level role supporting the Finance and Operations teams in improving and streamlining financial workflows. This role assists with basic automation tasks, data maintenance, reporting, and process documentation. The ideal candidate is detail-oriented, eager to learn new systems, and interested in how financial processes can be optimized through technology.
This position is designed for early-career professionals with foundational financial or technical skills who want to grow into a financial systems, operations, or automation-focused career path. If you love automation and are looking for that next big thing, apply here!
Your responsibilities vary based on your assigned department and clients, but are likely to include: Assist with routine financial process tasks such as data entry, reconciliations, quality checks, and updating schedules or trackers, Support the maintenance of financial workflows by ensuring data accuracy and flagging inconsistencies, Help document current workflows and maintain up-to-date process guides, Assist with building or updating simple automated workflows under the guidance of senior team members, Help test automations for accuracy and functionality, Monitor workflow performance (e.g., success/failure notifications) and escalate issues when needed, Learn and support basic functions within financial systems (ERP, billing systems, CRM integrations)., Help with user acceptance testing when system changes or upgrades occur, Maintain logs of system issues, improvements, and resolutions, Assist in preparing recurring reports by collecting data, verifying numbers, and formatting outputs, Update dashboards and templates as directed by the Finance Operations and Transformations and Product teams, Perform basic trend reviews and flag unusual variances for review, Respond to internal inquiries related to financial processes or documentation, Coordinate with team members across Finance, Operations, and IT to gather information or support small automation tasks, Participate in process improvement meetings and contribute observations from daily work, Other ad-hoc tasks as assigned.
Qualifications:
  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
  • Basic understanding of financial processes (such as invoicing, expenses, or accounting principles).
  • Comfort using spreadsheets and digital tools (Excel, Google Sheets, basic formulas).
  • Interest in learning automation or workflow tools (e.g., Zapier, Power Automate, Replit, Airtable).
  • Strong organizational skills and attention to detail.
  • Willingness to learn systems quickly and adapt to changing processes.
  • Experience with basic scripting or querying (Excel functions, SQL basics, Python fundamentals) Preferred.
  • Familiarity with flowcharting or process-mapping tools (Lucidchart, Visio, Miro). Preferred.

What You'll Get with ROSE: ROSE is passionate about serving our clients and is dedicated to being a great place to work. Our professional work environment involves working alongside the best and the brightest professionals, competitive compensation plan, with long-term growth opportunities. ROSE also offers a comprehensive benefits package including health insurance subsidies up to 80%, Work + Life Fit options, 401(k) with company match, and educational reimbursements.
See more on our state-of-the-art technology platform here: https://www.easby.ai/
ROSE is an Equal Opportunity Employer. ROSE will not tolerate discrimination against any employee or applicants on any legally-recognized basis including, but not limited to: age; ancestry; childbirth or related medical condition; citizenship; color; creed; familial status; genetic information; height; weight; marital status; national origin; physical or mental disability or handicap; pregnancy; race; religion; sex; sexual orientation; uniform service member status or veteran status.
Third-party resume submissions are not accepted. Any resume submitted will be considered the property of ROSE, and ROSE will not be held liable to pay a placement fee.

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