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Finance Operations Associate Jobs in Orem, UT (NOW HIRING)

Core and Main LP

Lead Operations Specialist

Provo, UT · On-site

Core & Main's 5,700 associates are committed to helping their communities thrive with safe and ... Assists with monitoring financial indicators/metrics and profit and loss to measure branch ...

Coreandmain

Lead Operations Specialist

Provo, UT

Core & Main's 5,700 associates are committed to helping their communities thrive with safe and ... Assists with monitoring financial indicators/metrics and profit and loss to measure branch ...

Bread Financial

Global Audit Staff II

Draper, UT · On-site +1

$71K - $140K/yr

Under supervision, plan and conduct financial, operational, or regulatory audits. Evaluate ... New associate elected coverage begins on date of hire (with the exception of disability coverage ...

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Finance Operations Associate information

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How much do finance operations associate jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for finance operations associate in Orem, UT is $22.82, according to ZipRecruiter salary data. Most workers in this role earn between $15.48 and $26.35 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 manages financial processes such as budgeting, accounting, and reporting, while also overseeing operational tasks like process improvement, data analysis, and compliance. They often use tools like Excel or financial software and support the organization’s financial health and efficiency.

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 jobs make $1,000,000 a year?

In finance operations, roles such as Chief Financial Officer (CFO), senior investment bankers, hedge fund managers, and private equity partners can earn $1,000,000 or more annually, often through a combination of salary, bonuses, and profit sharing. These positions typically require extensive experience, advanced degrees, and strong industry networks. Compensation at this level is usually associated with leadership roles in large organizations or successful investment firms.

How much does a finance associate earn?

The average salary for a finance operations associate typically ranges from $50,000 to $70,000 annually, depending on experience, location, and company size. Entry-level roles may start around $45,000, while experienced professionals can earn over $80,000 with additional certifications or specialized skills.

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 Orem, UT? The most popular types of Finance Operations jobs in Orem, UT are:
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What job categories do people searching Finance Operations Associate jobs in Orem, UT look for? The top searched job categories for Finance Operations Associate jobs in Orem, UT are:
What cities near Orem, UT are hiring for Finance Operations Associate jobs? Cities near Orem, UT with the most Finance Operations Associate job openings:
Finance Operations Associate jobs near you
Sales Operations Associate - Internal Candidates Only

Sales Operations Associate - Internal Candidates Only

Capita Financial Network

Draper, UT • On-site

Full-time

Posted 21 days ago

Job description

Sales Operations Associate - Internal Candidates Only

Please note this is an internal position, we are only accepting candidates currently employed at Capita Financial Network.


Who we are:Capita is a fast-growing RIA firm. We focus on building long-lasting relationships with individuals, families, and business owners through comprehensive financial planning. We are growing quickly, and we need your talents and energy at our firm!


Job:Full-time, Monday - Friday, 9:00 am - 5:00 pm.

Location:Draper, UT


Position Summary:

The Sales Operations Associate plays a critical role in managing and optimizing Capita's inbound sales process. This individual will serve as the operational engine behind our client acquisition efforts, ensuring every prospective client receives a timely, organized, and professional experience.

Working closely with our advisors and marketing team, you'll manage inbound leads from multiple channels, coordinate outreach campaigns, qualify prospective clients, and help move opportunities efficiently through our sales pipeline. Whilethis is not a commissioned sales role, it is a highly impactful position that directly contributes to the firm's growth.


Responsibilities:

  • Manage and organize inbound leads from multiple sources including:
    • Website inquiries
    • Marketing Campaigns
    • Social media
    • Email
    • Phone calls
    • Referrals
  • Execute outreach campaigns to both warm and cold prospects through email, phone, and text.
  • Operate and manage sales sequences within our CRM.
  • Qualify and triage prospective clients to determine fit for Capita's advisory services.
  • Schedule introductory meetings with financial advisors.
  • Maintain accurate records and ensure CRM data integrity.
  • Track lead progress through the sales funnel and identify opportunities to improve conversion rates.
  • Coordinate with advisors to ensure smooth handoffs and exceptional prospect experience.
  • Take ownership of sales process optimization by identifying bottlenecks, recommending solutions, and helping implement improvements across the client acquisition pipeline.
  • Assist with reporting on lead activity, pipeline performance, and key sales metrics.



Qualifications:

Required

  • 1+ years of experience in sales, customer service, banking, financial services, insurance, or wealth management.
  • Exceptional organizational skills and attention to detail.
  • Ability to manage multiple priorities simultaneously.
  • Strong written and verbal communication skills.
  • Comfortable speaking with prospective clients by phone.
  • Professional, friendly, and service-oriented demeanor.
  • Experience using CRM software (Salesforce experience is a plus).
  • Ability to follow structured processes while identifying opportunities for improvement.
  • Strong problem-solving skills and initiative.


Preferred

  • Experience in financial services, banking, insurance, or wealth management.
  • Basic understanding of personal finance and investment concepts.
  • Experience executing outbound sales or marketing campaigns.
  • Familiarity with email automation and sales sequencing tools.


Ideal Candidate

You enjoy creating order from complexity and thrive in fast-paced environments. You're energized by helping people, naturally organized, and comfortable balancing administrative responsibilities with client communication. You understand that delivering a great client experience starts long before someone becomes a client.

This role is ideal for someone who enjoys operations, sales support, relationship management, and continuous process improvement.


What Success Looks Like

  • Every inbound lead receives prompt and professional follow-up.
  • Sales pipelines remain organized and up to date.
  • Qualified prospects are efficiently connected with advisors.
  • Advisors spend more time advising and less time managing administrative tasks.
  • Lead conversion processes become more efficient over time through continuous improvement.




Apply