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Finance Operations Associate Jobs in Texas (NOW HIRING)

2020 Companies

Finance Operations Manager

Southlake, TX · On-site

$80K/yr

Finance Operations Manager 2020 Companies is now interviewing for a Finance Operations Manager to ... Courteously provide problem resolution to internal customers and field associate calls for ...

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$10

$24

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How much do finance operations associate jobs pay per hour?

As of May 28, 2026, the average hourly pay for finance operations associate in Texas is $24.45, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $28.22 per hour, depending on experience, location, and employer.

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 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 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 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 are the most commonly searched types of Finance Operations jobs in Texas? The most popular types of Finance Operations jobs in Texas are:
What are popular job titles related to Finance Operations Associate jobs in Texas? For Finance Operations Associate jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Finance Operations Associate jobs in Texas look for? The top searched job categories for Finance Operations Associate jobs in Texas are:
What cities in Texas are hiring for Finance Operations Associate jobs? Cities in Texas with the most Finance Operations Associate job openings:
Finance Operations Associate jobs near you
Financial Operations Associate

Financial Operations Associate

Cresta Advisors

Laredo, TX • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Company Description

Cresta Advisors is the first independent, locally-owned SEC Registered Investment Advisory firm in Laredo, Texas. The firm specializes in providing fee-only, cost-efficient financial solutions tailored to business owners, working professionals, high-net-worth families, and international clients. As fiduciary advisors, Cresta Advisors is committed to acting solely in the best interest of its clients. Known for simplifying the investment process, the firm supports its clients in achieving their financial goals with a focus on integrity and personalized service.

Role Description

The Financial Operations Associate will oversee daily financial transactions, maintain client accounts, and assist with investment-related operations. Responsibilities include preparing reports, analyzing data, ensuring compliance with regulatory requirements, and directly supporting clients with inquiries or documentation needs. This is a full-time, on-site role located in Laredo, Texas.

Qualifications

• Strong analytical and organizational skills

• Proficiency in Excel and financial data management

• Interest in investment operations, portfolio reporting, and financial markets

• Interest in data visualization and dashboard creation

• Experience or familiarity with cash management activities, including bank monitoring and cash flow tracking

• Ability to assist with financial systems and process optimization initiatives to improve operational efficiency

• Strong attention to detail and accuracy

• Ability to manage reporting, reconciliations, and compliance-related tasks

• A disciplined, client-first, and team-oriented mindset

• Ability to work collaboratively across finance, operations, and advisory teams

• Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline is preferred

This full-time position would involve supporting financial operations and day-to-day transaction flow, assisting with investment and portfolio-related reporting, maintaining accurate financial records, performing reconciliations, supporting cash management activities, and helping maintain efficient operational processes that support both the firm and overall client experience.

  • The role may also provide exposure to investment platforms, portfolio data management, reporting systems, and operational workflows related to wealth management services and registered investment advisory operations.

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