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Financial Assistant Jobs in Summit, NJ (NOW HIRING)

Custom Staffing

Financial Analyst/Bookeeper

New York, NY · On-site

$30/hr

  • Medical

  • Dental

  • Vision

Bank Reconciliations * Assist in managing financial operations for property management firm specializing in condominiums and cooperatives, reporting directly to the Executive Director of Finance ...

SageSure

Senior Financial Reporting Accountant

Jersey City, NJ · Hybrid

$89K - $116K/yr

Prepare and review monthly, quarterly, and annual financial statements and related disclosures for internal management and external investors. * Assist in the preparation and maintenance of detailed ...

SageSure

Senior Financial Reporting Accountant

Jersey City, NJ · On-site

$89K - $116K/yr

Prepare and review monthly, quarterly, and annual financial statements and related disclosures for internal management and external investors. * Assist in the preparation and maintenance of detailed ...

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Financial Assistant information

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How much do financial assistant jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for financial assistant in Summit, NJ is $24.82, according to ZipRecruiter salary data. Most workers in this role earn between $19.42 and $27.84 per hour, depending on experience, location, and employer.

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

To thrive as a Financial Assistant, you need strong numerical aptitude, attention to detail, and a background in finance or accounting, often supported by a relevant degree or certification. Familiarity with accounting software (such as QuickBooks or SAP), spreadsheets, and financial reporting systems is typically required. Effective communication, organizational skills, and discretion are standout soft skills in this position. These qualities are essential for maintaining accurate financial records, supporting business decisions, and ensuring the integrity of financial processes.

How does a financial assistant typically collaborate with other departments within an organization?

Financial Assistants often work closely with various departments such as accounting, human resources, and operations to ensure accurate budgeting, timely expense reporting, and compliance with company policies. They may be responsible for gathering financial data from different teams, processing invoices, and assisting in preparing financial statements. Effective communication and attention to detail are essential, as these collaborations help maintain smooth financial operations and support organizational decision-making.

What is the work of a financial assistant?

A financial assistant supports financial operations by preparing reports, managing records, and assisting with budgeting and accounting tasks. They often use software like Excel or accounting systems and need strong organizational and communication skills to ensure accurate financial data management.

What is a financial assistant?

A financial assistant is an entry-level employee on a finance team that takes on administrative duties, allowing the more advanced financial professionals to concentrate on their work. As a financial assistant, your primary responsibilities are to maintain records, perform calculations, and prepare financial reports, but you likely have additional duties like recording data in financial software programs, attending meetings with your team, and recommending improvements based on current information. The qualifications to become a financial assistant are strong mathematical skills, a bachelor’s degree in finance or accounting, and some experience in the finance industry. As you gain experience, you can move up in your career to positions like financial manager.

What is the difference between Financial Assistant vs Bookkeeper?

AspectFinancial AssistantBookkeeper
CredentialsMay require basic finance or accounting certificationsOften requires basic bookkeeping certifications or experience
Work EnvironmentSupports finance teams, works in offices or remotelyHandles daily transaction recording, often in small business settings
Employer & Industry UsageUsed across various industries, supporting finance departmentsCommon in small to medium businesses, accounting firms
Primary ResponsibilitiesAssists with financial reports, data entry, and administrative tasksMaintains financial records, processes invoices, reconciles accounts

While both roles support financial operations, a Financial Assistant typically provides broader support within finance teams, whereas a Bookkeeper focuses on recording and maintaining financial transactions. The roles often overlap but differ mainly in scope and responsibilities.

What do you do as a financial assistant?

A financial assistant supports financial operations by preparing reports, managing records, and assisting with budgeting and accounting tasks. They often use software like Excel or accounting programs and may handle tasks such as invoicing, data entry, and financial document organization to ensure accurate financial management.
More about Financial Assistant jobs

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The most popular types of Financial jobs in Summit, NJ are:

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For Financial Assistant jobs in Summit, NJ, the most frequently searched job titles are:

What job categories do people searching Financial Assistant jobs in Summit, NJ look for?

The top searched job categories for Financial Assistant jobs in Summit, NJ are:

What cities near Summit, NJ are hiring for Financial Assistant jobs?

Cities near Summit, NJ with the most Financial Assistant job openings:

Financial Assistant jobs near you
Infographic showing various Financial Assistant job openings in Summit, NJ as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 1% Temporary, and 3% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $51,617 per year, or $24.8 per hour.

Assistant Vice President, Project Finance

Morningstar DBRS

New York, NY • On-site

Full-time

Medical, Dental, Life, Retirement

Re-posted yesterday

Job description

The Group
The Global Project Finance & Infrastructure team is seeking a highly motivated Assistant Vice President (AVP) to join its New York-based analytical platform, supporting North American project and infrastructure mandates.
The Role
In this newly created role, you will be working closely with a team of analysts, and play an active role in the analysis and execution of ratings across a diverse portfolio of project finance and infrastructure transactions including power and energy assets (e.g., gas, wind, solar, hydro), digital and telecommunications infrastructure, transportation and social infrastructure (e.g., PPPs, toll roads, airports, ports), and bespoke limited-recourse financings such as large industrial assets and stadium projects.
The AVP will support both new rating assignments and ongoing portfolio surveillance through detailed financial analysis, credit modeling, and transaction assessment. Over time, the successful candidate will assume increasing analytical ownership, transitioning from supporting analyst responsibilities to acting as a lead analyst across a range of asset classes.
In addition to transaction work, the role involves contributing to rating committee materials, published credit opinions, and topical research, providing exposure to the broader analytical framework that underpins the team's ratings and thought leadership across the evolving infrastructure landscape.
Responsibilities
  • Support coverage of the existing U.S.-based project finance and infrastructure ratings portfolio
  • Participate in issuer and investor meetings alongside team leads and senior analysts
  • Contribute to new rating assignments, initially as a supporting analyst and ultimately as a lead analyst
  • Perform financial and operational analysis using credit models and analytical frameworks
  • Produce timely, high-quality rating reports, research notes, and commentaries
  • Maintain and analyze financial datasets related to rated entities
  • Support rating committee preparation and analytical discussions
  • Contribute to the development and maintenance of relationships with fixed-income investors
  • Provide analytical support to business development initiatives
  • Assist in the refinement of methodologies, research products, and rating approaches
  • Contribute to the delivery of timely and forward-looking sector research

Qualifications
  • Five to seven years of relevant professional experience, including at least three years in Project or Infrastructure Finance
  • Degree in business, economics, commerce, engineering, or a related discipline
  • Strong analytical and financial modeling skills with a high attention to detail
  • Experience reviewing financing agreements and legal documentation from a credit perspective
  • Strong written and verbal communication skills
  • Demonstrated ability to operate in a fast-paced, team-oriented environment
  • CFA designation (or progress toward) or MBA preferred
  • Experience in public-private partnerships is an asset
  • Prior rating agency experience is considered an asset

About Us
Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.
Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.
Morningstar DBRS is the next generation of credit ratings.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
  • Financial Health
    • 100% 401k match up to 6% of salary
    • Stock Ownership Potential
    • Company provided life insurance - 1x salary + commission
  • Physical Health
    • Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
    • Additional medical Wellness Incentives - up to $300-$600 annual
    • Company-provided long- and short-term disability insurance
  • Emotional Health
    • Trust-Based Time Off
    • 6-week Paid Sabbatical Program
    • 6-Week Paid Family Caregiving Leave
    • Competitive 8-24 Week Paid Parental Leave
    • Adoption Assistance
    • Leadership Coaching & Formal Mentorship Opportunities
    • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
    • Tuition Reimbursement
  • Social Health
    • Charitable Matching Gifts program
    • Dollars for Doers volunteer program
    • Paid volunteering days
    • 15+ Employee Resource & Affinity Groups

Base Salary Compensation Range
$97,854.00-137,910.00
Incentive Target Percentage
20% Annual
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
R06_DBRSInc DBRS, Inc. - US Legal Entity

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