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Finance Operations Associate Jobs in California (NOW HIRING)

Carmax

Business Operations Associate

Sacramento, CA

$17.40 - $36.90/hr

Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...

Carmax

Business Operations Associate

Sacramento, CA

$17.40 - $36.90/hr

Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...

CarMax, Inc.

Business Operations Associate

Modesto, CA · On-site

$17.40 - $36.90/hr

Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...

Carmax

Business Operations Associate

Modesto, CA

$17.40 - $36.90/hr

Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...

CarMax, Inc.

Business Operations Associate

Sacramento, CA · On-site

$17.40 - $36.90/hr

Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...

Carmax

Business Operations Associate

Sacramento, CA · On-site

$17.40 - $36.90/hr

Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...

Freed

People Operations Associate

San Francisco, CA · On-site

$90K - $130K/yr

About the Role The People Operations Associate helps run and continuously improve the People engine ... , and managers. * Operate and improve People systems by maintaining data accuracy across tools ...

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Finance Operations Associate information

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$52

How much do finance operations associate jobs pay per hour?

As of Jun 12, 2026, the average hourly pay for finance operations associate in California is $25.90, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $29.90 per hour, depending on experience, location, and employer.

What does a Finance Operations Associate do?

A Finance Operations Associate is responsible for supporting the financial processes of a company, such as processing invoices, managing accounts payable and receivable, reconciling bank statements, and assisting with financial reporting. They work closely with finance and accounting teams to ensure accurate and timely financial transactions. This role often involves using accounting software, maintaining records, and helping ensure compliance with financial policies and regulations.

What does a finance and operations associate do?

A finance and operations associate is responsible for managing financial transactions, processing invoices, maintaining records, and supporting operational processes within an organization. They often use tools like spreadsheets and financial software, and may assist with budgeting, reporting, and compliance tasks to ensure smooth business operations.

What are some common challenges faced by Finance Operations Associates in managing daily financial transactions?

Finance Operations Associates often encounter challenges such as reconciling discrepancies between multiple financial systems, ensuring timely processing of payments, and maintaining accuracy under tight deadlines. They may also need to adapt quickly to changes in financial regulations or company policies, requiring strong attention to detail and effective communication with other teams. Collaborating with departments like Accounts Payable, Receivables, and Treasury is common, which means balancing competing priorities and resolving issues efficiently is key to success in this role.

What is the difference between Finance Operations Associate vs Accounts Payable Specialist?

AspectFinance Operations AssociateAccounts Payable Specialist
CredentialsTypically requires a bachelor's degree in finance, accounting, or related fieldUsually requires similar degrees or certifications in accounting or finance
Work EnvironmentWorks within finance teams, handling multiple financial processesFocuses specifically on managing vendor invoices and payments
Employer & Industry UsageCommon in finance departments across various industriesPrimarily found in accounting or finance departments, especially in large organizations
Search & Comparison IntentOften compared for broader financial operations rolesCompared when focusing on accounts payable functions

The main difference is that a Finance Operations Associate handles a broader range of financial processes, including reporting, reconciliation, and compliance, while an Accounts Payable Specialist focuses specifically on managing vendor invoices and payments. Both roles require similar educational backgrounds and are integral to finance teams, but their scope and daily tasks differ.

What is the role of an operations associate?

A Finance Operations Associate is responsible for managing financial processes such as accounts payable and receivable, reconciling transactions, and ensuring compliance with company policies. They often use financial software and require strong attention to detail and organizational skills to support the company's financial health.

How much does a finance associate earn?

A finance operations associate typically earns between $50,000 and $70,000 annually, depending on experience, location, and company size. Entry-level roles may start lower, while experienced professionals or those in high-cost areas can earn higher salaries. Skills in financial software and certifications like CPA or CFA can also influence compensation.

What does a finance associate do?

A finance operations associate handles financial transactions, manages data entry, reconciles accounts, and supports reporting processes. They often use tools like Excel and financial software, and require attention to detail and understanding of financial procedures.

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

To thrive as a Finance Operations Associate, you need a solid grasp of accounting principles, financial analysis, and data management, often supported by a degree in finance, accounting, or a related field. Familiarity with ERP systems like SAP or Oracle, advanced Excel skills, and sometimes knowledge of regulatory compliance or financial reporting standards are typically required. Strong attention to detail, problem-solving abilities, and effective communication are key soft skills that help you excel in this role. These skills and qualities are vital for ensuring accurate financial transactions, seamless process execution, and compliance within a fast-paced finance environment.
What are the most commonly searched types of Finance Operations jobs in California? The most popular types of Finance Operations jobs in California are:
What are popular job titles related to Finance Operations Associate jobs in California? For Finance Operations Associate jobs in California, the most frequently searched job titles are:
What job categories do people searching Finance Operations Associate jobs in California look for? The top searched job categories for Finance Operations Associate jobs in California are:
What cities in California are hiring for Finance Operations Associate jobs? Cities in California with the most Finance Operations Associate job openings:
Finance Operations Associate jobs near you
Infographic showing various Finance Operations Associate job openings in California as of June 2026, with employment types broken down into 1% As Needed, 51% Full Time, 41% Part Time, 2% Temporary, and 5% Contract. Highlights an 82% Physical, 7% Hybrid, and 11% Remote job distribution, with an average salary of $53,874 per year, or $25.9 per hour.

Operations Associate, Retirement Plan Services

Concurrent Investment Advisors

San Diego, CA

$50K - $70K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

Job description

Description
The Operations Associate, Retirement Plan Services, plays a critical role in supporting the administration and execution of retirement plan services for our clients. This position is responsible for coordinating key operational activities, maintaining accurate plan records, facilitating client service requests, and ensuring timely completion of internal processes and deliverables.
Working closely with team members across Retirement Plan Services as well as partners in Finance, Compliance, Operations, and Business Development, the Operations Associate helps ensure a seamless experience for plan sponsors, participants, and advisors. The role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

The ideal candidate is proactive, service-oriented, and committed to operational excellence. This individual thrives in a collaborative setting, communicates effectively with stakeholders at all levels, and takes ownership of assigned responsibilities. Through their contributions, the Operations Associate helps support the successful delivery of retirement plan services and positively impacts the retirement outcomes of plan participants nationwide.

Responsibilities
Client Operations & Scheduling 
  • Manage and coordinate client meeting scheduling, including tracking systems, plan consultant travel and time preferences, meeting buffers, and cyclical scheduling cadences. 
  • Support meeting preparation by compiling agendas, plan review reports, and recordkeeper data and contacts for each upcoming meeting. 
  • Coordinate meeting follow-ups including distribution of minutes and facilitation of fund or fee change paperwork. 
  • Manage client onboarding documentation including scheduling forms, agreement and disclosure templates, and service-provider contact entry into CRM and RPAG systems. 
Communications & Distribution 
  • Monitor and respond to shared inboxes, ensuring timely and accurate routing of inquiries. 
  • Coordinate email distributions, including maintaining suppression rules and audience segmentation across platforms. 
  • Support management of phone lines and ensure proper call routing and coverage. 
  • Draft and distribute client communications including webinar invitations and event announcements. 
Reporting & Systems 
  • Assist with the creation and distribution of quarterly FIR and Plan Review reports, including benchmarking processes using RPAG. 
  • Maintain accurate and up-to-date records in Practifi (CRM) and RPAG, including committee tracker updates and contact information. 
  • Coordinate committee change notifications and ensure downstream updates are reflected across all relevant distribution lists. 
  • Support development and submission of Standard Operating Procedures (SOPs), coordinating approvals through Marketing and Compliance prior to publication. 
Cross-Functional Coordination 
  • Collaborate with Marketing, Compliance, Finance, and Human Capital on approvals, workflows, and shared projects. 
  • Serve as a point of contact for routine document requests and assist with time-sensitive operational deadlines. 
  • Support event planning and coordination, including logistics for client-facing and internal programs. 
  • Perform other related duties and responsibilities as reasonably assigned to support the operations team. 

Qualifications
  • Bachelor’s degree preferred, or equivalent relevant experience. 
  • Minimum of 2 years of administrative or operations support experience; 5 years preferred. 
  • Experience within a financial services, retirement, or advisory firm environment is a plus. 
  • Familiarity with CRM platforms (e.g., Practifi) or retirement plan systems (e.g., RPAG) is beneficial but not required. 
  • Highly organized and detail-oriented, with the ability to manage multiple tasks and deadlines simultaneously. 
  • Strong written and verbal communication skills. 
  • Self-directed and capable of working independently with minimal supervision. 
  • Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint). 
  • Demonstrates a commitment to quality, responsiveness, and continuous improvement. 
Compensation

Salary: $50,000 - 70,000 annually.
Final compensation will be determined based on several job-related factors, including location, relevant skills, professional licensure, experience, and education.
Location / Schedule
  • This position will be located in San Diego, CA (preferred); Dallas, TX; Tampa, FL. 
  • Working hours are 9am-5pm Monday-Friday 
  • Occasional evening/weekend hours may be requested per business need
  • Ability to travel up to 15%

Benefits
  • 401(k) matching
  • Dental Insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance