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Finance Representative Jobs (NOW HIRING)

Finance Rep I

El Segundo, CA · On-site

$22 - $24/hr

The Finance Representative I supports the company's revenue and accounts receivable operations by ensuring the accurate and timely processing, recording, and reconciliation of financial transactions.

Finance Rep I

El Segundo, CA · On-site

$22 - $24/hr

The Finance Representative I supports the company's revenue and accounts receivable operations by ensuring the accurate and timely processing, recording, and reconciliation of financial transactions.

Sales / Finance Representative

Lehi, UT · On-site

$7.0K - $14K/mo

... financing. And our driver-first approach is working! Lease End has helped tens of thousands of ... If you're a team player who wants to make a big impact, this Sales Representative role with hot ...

Sales / Finance Representative

Lehi, UT · On-site

$7.0K - $14K/mo

... financing. And our driver-first approach is working! Lease End has helped tens of thousands of ... If you're a team player who wants to make a big impact, this Sales Representative role with hot ...

... financing. And our driver-first approach is working! Lease End has helped tens of thousands of ... If youre a team player who wants to make a big impact, this Sales Representative role with hot ...

Maintain assigned electronic project files related to financial documentation, which may include contracts, work authorizations, budget tracking, payment applications, client invoices, and internal ...

Maintain assigned electronic project files related to financial documentation, which may include contracts, work authorizations, budget tracking, payment applications, client invoices, and internal ...

If you're a team player who wants to make a big impact, this Sales Representative role with hot leads at Lease End is for you. You will be given approved credit applications and your job is to call ...

If you're a team player who wants to make a big impact, this Sales Representative role with hot leads at Lease End is for you. You will be given approved credit applications and your job is to call ...

Maintain assigned electronic project files related to financial documentation, which may include contracts, work authorizations, budget tracking, payment applications, client invoices, and internal ...

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Finance Representative information

See salary details

$31.5K

$71.6K

$115K

How much do finance representative jobs pay per year?

As of Jul 16, 2026, the average yearly pay for finance representative in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.

How does a Finance Representative typically collaborate with other departments within an organization?

Finance Representatives frequently work closely with departments such as sales, operations, and customer service to ensure accurate billing, resolve client inquiries, and support the financial aspects of transactions. They often act as a liaison, communicating financial policies and helping other teams understand the implications of various financial decisions. This cross-functional collaboration is essential for maintaining financial accuracy and ensuring a seamless client experience. Building strong working relationships across departments can also open up future advancement opportunities within the company.

What does a financial representative do?

A financial representative helps clients manage their finances by providing advice on investments, insurance, and financial planning. They analyze clients' financial situations, recommend suitable products, and often use tools like financial software to assist in decision-making. Certification requirements may include licenses such as Series 6 or 7, depending on the services offered.

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

To thrive as a Finance Representative, you need strong analytical skills, financial acumen, and a relevant degree in finance, accounting, or business. Familiarity with financial software like QuickBooks, CRM systems, and proficiency in Microsoft Excel are typically required, and certifications such as FINRA Series 6 or 7 may be advantageous. Excellent communication, customer service, and problem-solving abilities help build client trust and resolve inquiries effectively. These skills ensure accurate financial guidance, regulatory compliance, and positive client relationships, which are critical for success in the finance industry.

What is the highest paid job in finance?

In finance, the highest paid roles are typically Chief Financial Officers (CFOs) and investment bankers in senior positions, especially those working in large firms or managing significant assets. These roles often require extensive experience, advanced degrees, and strong leadership skills, with compensation including high base salaries, bonuses, and stock options.

What is the difference between Finance Representative vs Financial Advisor?

AspectFinance RepresentativeFinancial Advisor
CredentialsTypically requires a high school diploma or equivalent; some roles may need FINRA licensesRequires certifications like CFP, CFA, or Series 7/63 licenses
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client meetings, office or virtual
Employer & IndustryFinancial institutions, banks, credit unionsFinancial planning firms, banks, independent practices
Search & Comparison IntentUnderstanding entry-level roles, customer service in financePersonal financial planning, investment advice

The main difference is that a Finance Representative typically handles customer service and basic financial transactions within banks or financial institutions, often requiring minimal certifications. In contrast, a Financial Advisor provides personalized financial planning and investment advice, often holding advanced certifications. Both roles work within the financial industry but serve different client needs and require different qualifications.

What jobs make $1,000,000 a year?

In the finance industry, roles such as investment bankers, hedge fund managers, private equity executives, and senior traders can earn $1,000,000 or more annually through base salary, bonuses, and commissions. These positions typically require advanced degrees, extensive experience, strong analytical skills, and often involve high-pressure environments and long hours.

What are the top 10 jobs in finance?

Top jobs in finance include financial analyst, investment banker, financial advisor, accountant, risk manager, compliance officer, portfolio manager, auditor, credit analyst, and financial planner. These roles often require strong analytical skills, proficiency with financial software, and relevant certifications such as CFA or CPA. They are found across banking, investment firms, corporate finance, and accounting firms.

What are Finance Representatives?

Finance Representatives are professionals who assist individuals or organizations with financial services, such as loans, investments, and account management. They evaluate clients' financial needs, explain available products or services, and help complete necessary paperwork. Their goal is to match clients with the right financial solutions, ensuring compliance with regulations and company policies. Finance Representatives may work in banks, credit unions, or other financial institutions, and often provide customer service and support throughout the financial process.
More about Finance Representative jobs
What cities are hiring for Finance Representative jobs? Cities with the most Finance Representative job openings:
What states have the most Finance Representative jobs? States with the most job openings for Finance Representative jobs include:
Infographic showing various Finance Representative job openings in the United States as of July 2026, with employment types broken down into 92% Full Time, 5% Part Time, and 3% Contract. Highlights an 83% Physical, 5% Hybrid, and 12% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.

Finance Rep I

Nantmedia

El Segundo, CA • On-site

$22 - $24/hr

Full-time

Posted 28 days ago


Job description

The Finance Representative I supports the company's revenue and accounts receivable operations by ensuring the accurate and timely processing, recording, and reconciliation of financial transactions. This role is responsible for applying customer payments, conducting cash research, resolving discrepancies, maintaining financial records within accounts receivable systems, and reconciling transactions to the general and subsidiary ledgers. Through strong attention to detail and customer service, the position contributes to the integrity of financial data, supports month-end close activities, and helps maintain efficient revenue cycle operations.
Responsibilities:
  • Process and apply customer payments accurately and timely within financial accounts receivable systems, ensuring proper allocation across home delivery, single-copy, commercial, and other assigned accounts.
  • Conduct cash research to identify and resolve misapplied, unapplied, unallocated, returned, or disputed transactions by partnering with internal stakeholders and external customers as needed.
  • Prepare and process accounting adjustments, including debits, credits, write-offs, refunds, and other journal entries, in accordance with established policies and procedures.
  • Reconcile accounts receivable activity between subsidiary systems and the general ledger, investigating and resolving discrepancies to maintain accurate financial records.
  • Generate, review, and analyze recurring and ad hoc reports to support departmental operations, financial reporting, and decision-making activities.
  • Respond to internal and external inquiries regarding account balances, payment status, and transaction activity while providing a high level of customer service and professionalism.
  • Participate in cross-training initiatives and rotate through designated departmental functions to ensure business continuity and operational flexibility.
  • Support month-end and year-end close activities by completing assigned reconciliations, preparing supporting documentation, and meeting established deadlines.
  • Identify opportunities for process improvements and efficiencies within accounts receivable workflows while maintaining compliance with internal controls.
  • Other duties as assigned.

Requirements:
  • Bachelor's degree in Accounting, Finance, Business Administration OR 3+ years of experience in accounts receivable, accounting, finance, cash application, banking operations, or a related financial function.
  • Proficiency in Google Workspace applications, including Sheets and Docs.
  • Proficiency using accounting, enterprise resource planning (ERP), or accounts receivable systems.
  • Strong understanding of basic accounting principles and financial reconciliation processes.
  • Excellent verbal and written communication skills with the ability to interact effectively with internal and external stakeholders.
  • Strong customer service skills with the ability to address concerns, resolve issues, and manage expectations professionally.
  • Proficiency in 10-key data entry with a high degree of accuracy and attention to detail.
  • Demonstrated ability to organize work, manage multiple priorities, and consistently meet deadlines.

Preferred Qualifications:
  • Experience working in high-volume transaction environments.
  • Experience using accounting systems such as SAP, Oracle, NetSuite, Microsoft Dynamics, Great Plains, or similar platforms.
  • Intermediate proficiency in Google Sheets or Microsoft Excel, including the use of formulas, pivot tables, and data analysis tools.
  • Knowledge of general ledger reconciliations and month-end close processes.
  • Experience handling customer account inquiries and dispute resolution.
  • Experience working in a shared services or centralized finance environment.
  • Bilingual communication skills, where business needs require.

The L.A. Times is an equal opportunity employer and welcomes all qualified applicants regardless of race, ethnicity, religion, gender, gender identity, sexual orientation, disability status, protected veteran status, or any other characteristic protected by law. We actively work to create an inclusive environment where all of our employees can thrive. This Privacy Notice for Los Angeles Times sets forth how we will use the information we obtain when you apply for a position with us. Explore our company history, achievement, values, mission and more on our career site.
The pay scale the Company reasonably expects to pay for this position at the time of the posting is $22.00 to $24.00 and takes into account a wide range of factors including but not limited to skill set, experience, training, licenses, certifications, and other business or organizational needs. Compensation will be determined based on the above factors along with the requirements of the position. At the L.A. Times, it is not typical for an individual to be hired at or near the top of the range for the role. Please visit our career site to view the benefits available to our employees. We recommend adding our applicant tracking system domain (@dayforce.com) as a safe sender or contact, sometimes these emails get filtered to candidates' spam folders.