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Financial Assistant Jobs in Waterloo, IA (NOW HIRING)

First Bank

Financial Advisor

Cedar Falls, IA · On-site

As a Financial Advisor with First Bank you will guide individuals and businesses in achieving their financial goals through personalized investment strategies, retirement planning, and risk ...

First Bank

Financial Advisor

Cedar Falls, IA · On-site

As a Financial Advisor with First Bank you will guide individuals and businesses in achieving their financial goals through personalized investment strategies, retirement planning, and risk ...

Northwestern Mutual

Financial Advisor

Waterloo, IA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Waterloo, IA

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Waterloo, IA · On-site

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...

Northwestern Mutual

Financial Advisor

Waterloo, IA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Waterloo, IA · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Waterloo, IA · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Waterloo, IA · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Waterloo, IA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

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All JobsFinancial JobsFinancial Assistant JobsFinancial Assistant Jobs in Waterloo, IA

Financial Assistant information

See Waterloo, IA salary details

$10

$23

$39

How much do financial assistant jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for financial assistant in Waterloo, IA is $23.03, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $25.82 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
What are the most commonly searched types of Financial jobs in Waterloo, IA? The most popular types of Financial jobs in Waterloo, IA are:
What job categories do people searching Financial Assistant jobs in Waterloo, IA look for? The top searched job categories for Financial Assistant jobs in Waterloo, IA are:
What cities near Waterloo, IA are hiring for Financial Assistant jobs? Cities near Waterloo, IA with the most Financial Assistant job openings:
Financial Assistant jobs near you
Infographic showing various Financial Assistant job openings in Waterloo, IA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $47,898 per year, or $23 per hour.

Financial Analyst I with Security Clearance

PDS Defense Inc.

La Porte City, IA • On-site

$36/hr

Other

Medical, Retirement

Posted 5 days ago

Job description

📊 WE'RE HIRING!
Financial Analyst I
La Porte City, IA | Job ID #224516 🏢 PDS Defense, Inc. 💲 Pay Rate: $36.00/hour
🕒 Schedule: Monday - Friday, 8:00 AM - 4:30 PM
⏰ Overtime: Occasional, not on a regular basis Position Summary PDS Defense, Inc. is seeking a Financial Analyst I to support accounting, inventory reporting, cost analysis, financial reconciliation, and budgeting activities in a manufacturing environment. This role is responsible for ensuring accurate financial reporting while supporting key business decisions through detailed financial analysis. Key Responsibilities ✅ Participate in the monthly close process, ensuring accurate and timely completion ✅ Prepare monthly journal entries and inventory-related reconciliations ✅ Maintain daily inventory records and oversee metal receiving functions ✅ Reconcile inventory activity, billings, and associated cost variances ✅ Maintain Cast House melting and casting activity worksheets ✅ Analyze alloy activity and prepare journal vouchers ✅ Research and explain financial variances while collaborating with leadership ✅ Assist with annual budgeting processes by expense category ✅ Review general ledger activity and prepare adjusting entries as needed ✅ Support special projects, reporting requests, and financial analyses ✅ Maintain physical inventory documentation and controls ✅ Perform Oracle to AS400 reconciliations and prepare required adjustments ✅ Support company Self-Assessment Tool initiatives related to inventory and cost accounting Required Qualifications 🎓 Bachelor's Degree in Accounting (BBA/BBS) ✔ 2+ years of accounting or finance experience ✔ Experience with: * Journal entries
* Account reconciliations
* Financial analysis
✔ Strong Microsoft Office skills: * Excel
* Word
* Access
✔ Knowledge of computerized reporting systems and internal controls ✔ Strong organizational, analytical, and problem-solving skills ✔ Ability to manage multiple priorities and support various stakeholders ✔ Excellent communication skills with the ability to explain financial data and business impacts Preferred Qualifications ⭐ Experience in a manufacturing or operating environment Benefits Benefits vary by assignment and may include: • Direct Deposit
• 401(k) Plan
• Paid Holidays (select assignments)
• Affordable Medical Coverage
• Short-Term Disability Insurance
• Free Career Counseling Services
• Skills Training Opportunities
• Employee Referral Bonus Program
• DailyPay (available in select locations) Speak with your recruiter for complete benefit details. 📞 READY TO APPLY?
Schedule your phone screening today! 🔗 Book Here: https://calendly.com/prado_c/indeed-position-details-screening PDS Defense, Inc.
Job ID #224516 | Financial Analyst I | La Porte City, IA Apply today and take the next step in your finance career! 🚀 Military connected talent encouraged to apply. VEVRAA Federal Contractor / Request Priority Protected Veteran Referrals / Equal Opportunity Employer / Veterans / Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit http://www.tadpgs.com/candidate-privacy/ or https://pdsdefense.com/candidate-privacy/ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: * The California Fair Chance Act
* Los Angeles City Fair Chance Ordinance
* Los Angeles County Fair Chance Ordinance for Employers
* San Francisco Fair Chance Ordinance

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