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Financial Associate Jobs in Alabama (NOW HIRING)

Protective

FP&A Associate II

Birmingham, AL · On-site

$63K - $85K/yr

The FP&A Associate II partners with business and finance leadership to deliver clear, accurate, and actionable insights on financial results, expense activity, and overall business performance. This ...

Protective

FP&A Associate II

Birmingham, AL · Hybrid

$63K - $85K/yr

The FP&A Associate II partners with business and finance leadership to deliver clear, accurate, and actionable insights on financial results, expense activity, and overall business performance. This ...

Protective

FP&A Associate II

Birmingham, AL · Hybrid

$63K - $85K/yr

The FP&A Associate II partners with business and finance leadership to deliver clear, accurate, and actionable insights on financial results, expense activity, and overall business performance. This ...

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Financial Associate information

See Alabama salary details

$27.6K

$63.8K

$125.1K

How much do financial associate jobs pay per year?

As of Jul 14, 2026, the average yearly pay for financial associate in Alabama is $63,783.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,300.00 and $69,800.00 per year, depending on experience, location, and employer.

What can you do with associates in finance?

A financial associate typically performs tasks such as analyzing financial data, preparing reports, assisting with budgeting, and supporting investment or banking activities. They often use tools like Excel and financial software, and may pursue certifications like the CFA or CPA to advance their careers.

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills to help clients or organizations meet their financial goals.

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

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges Financial Associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use financial software and require strong analytical skills to help organizations manage their financial health effectively.
What are the most commonly searched types of Financial jobs in Alabama? The most popular types of Financial jobs in Alabama are:
What are popular job titles related to Financial Associate jobs in Alabama? For Financial Associate jobs in Alabama, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Alabama look for? The top searched job categories for Financial Associate jobs in Alabama are:
What cities in Alabama are hiring for Financial Associate jobs? Cities in Alabama with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Alabama as of July 2026, with employment types broken down into 1% As Needed, 61% Full Time, 32% Part Time, 1% Temporary, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $63,783 per year, or $30.7 per hour.
FP&A Associate II

FP&A Associate II

Protective

Birmingham, AL • On-site

$63K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 15 days ago

Protective Life rating

8.4

Company rating: 8.4 out of 10

Based on 16 frontline employees who took The Breakroom Quiz

101st of 281 rated insurance

Job description

The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life's uncertainties. Regardless of where you work within the company, you'll be helping provide protection and peace of mind when our customers need it most.
The FP&A Associate II partners with business and finance leadership to deliver clear, accurate, and actionable insights on financial results, expense activity, and overall business performance.
This role supports a growing business line, providing significant exposure to how the organization operates while contributing to product expansion and new market initiatives. They play a key role in supporting budgeting, forecasting, and financial reporting processes, while helping translate complex financial data into meaningful insights that inform decision-making.
This is an excellent opportunity for an accounting-focused professional who thrives in a dynamic environment and is eager to contribute to building processes and supporting strategic growth.
This role is located in our Birmingham, AL office and has in-office requirements as part of a hybrid schedule.
Key Responsibilities:
  • Analyze financial results and explain key drivers, trends, and risks to support business decision-making
  • Support annual budgeting, quarterly forecasting, and long-range planning processes in partnership with finance and business leadership
  • Prepare financial reporting and materials for leadership presentations, board reporting, and executive communications
  • Perform unit cost, product, pricing, expense, and profitability analysis
  • Partner cross-functionally with accounting, underwriting, operations, and business teams to support ongoing initiatives
  • Contribute to financial reporting accuracy through analysis, reconciliation support, and understanding of underlying accounting activity
  • Support strategic growth initiatives and provide ad hoc financial analysis as needed

Core Competencies (Skills, Knowledge and Abilities):
  • Strong understanding of accounting principles, financial statements, and expense management concepts
  • Knowledge of budgeting, forecasting, and variance analysis
  • Advanced analytical and critical thinking skills with the ability to interpret complex financial data
  • Proficiency in Microsoft Excel, including advanced formulas, pivot tables, and data analysis
  • Strong communication skills with the ability to translate financial results for non-financial stakeholders
  • Ability to collaborate effectively across accounting, finance, and business teams
  • Strong problem-solving skills with a continuous improvement mindset
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment

Minimum Requirements
  • Bachelor's degree in Accounting, Finance, or a related field
  • 2+ years of experience in accounting, FP&A, financial analysis, or a related finance role
  • Advanced Excel proficiency
  • Strong analytical, organizational, and problem-solving skills with close attention to detail

Preferred Qualifications
  • Experience in financial planning and analysis, forecasting, or budgeting
  • Experience in insurance or financial services industry
  • Public accounting or audit background
  • Experience with financial modeling and data analysis tools
  • Demonstrated curiosity, initiative, and desire to grow within a new or evolving business line

$63,500 - $85,000 a year
Protective's targeted salary range for this position is $63,500 to $85,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective's total compensation package for employees.
The internal title for this role is Analyst II Financial Analysis. #LI-AP1
Employee Benefits:
We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company's benefit plans.
Accommodations for Applicants with a Disability:
If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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