RSM's Finance as a Service (FaaS) practice is looking for skilled professionals to join us at the Associate level. RSM's FaaS practice blends to best of both worlds by providing candidates with all ...
RSM's Finance as a Service (FaaS) practice is looking for skilled professionals to join us at the Associate level. RSM's FaaS practice blends to best of both worlds by providing candidates with all ...
Oracle Financial Management Consultant, Associate (Bilingual FR/EN)
Calgary, AB · Hybrid
CA$58K - CA$97K/yr
AsaOracle Financial Management Consultant, Associate,unlock your potential and embrace the chance to drive meaningful outcomesthat'llelevate your career. Your role will include, butisn'tlimited to:
Oracle Financial Management Consultant, Associate (Bilingual FR/EN)
Calgary, AB · Hybrid
CA$58K - CA$97K/yr
AsaOracle Financial Management Consultant, Associate,unlock your potential and embrace the chance to drive meaningful outcomesthat'llelevate your career. Your role will include, butisn'tlimited to:
Members of our Financial Services and Regulation team advise financial institutions, including insurers, banks, trust companies, as well as other regulated and unregulated financial service providers ...
Members of our Financial Services and Regulation team advise financial institutions, including insurers, banks, trust companies, as well as other regulated and unregulated financial service providers ...
MI-DR IGM Financial Inc. is a leading wealth and asset management company in Canada, managing ... Reporting to the Manager, District Sales Associates, the successful candidate's primary ...
MI-DR IGM Financial Inc. is a leading wealth and asset management company in Canada, managing ... Reporting to the Manager, District Sales Associates, the successful candidate's primary ...
As Associate Director, Corporate Finance, you are part of a team of client-facing credit ... You contribute to an exceptional client experience by providing superior business, financial and ...
As Associate Director, Corporate Finance, you are part of a team of client-facing credit ... You contribute to an exceptional client experience by providing superior business, financial and ...
JOB REQUISITION Senior Associate (Finance & Accounting) LOCATION CAN CALGARY DT Our Senior Associates work in a team environment and have responsibility for negotiating and developing business with ...
JOB REQUISITION Senior Associate (Finance & Accounting) LOCATION CAN CALGARY DT Our Senior Associates work in a team environment and have responsibility for negotiating and developing business with ...
JOB REQUISITION Senior Associate (Finance & Accounting) LOCATION CAN CALGARY DT Our Senior Associates work in a team environment and have responsibility for negotiating and developing business with ...
JOB REQUISITION Senior Associate (Finance & Accounting) LOCATION CAN CALGARY DT Our Senior Associates work in a team environment and have responsibility for negotiating and developing business with ...
Financial Analyst
Beaumont, AB · On-site
Are you a financial professional who enjoys turning complex data into meaningful insights? Do you thrive in a collaborative environment where your expertise supports strategic decision-making and ...
Quick apply
Financial Analyst
Beaumont, AB · On-site
Are you a financial professional who enjoys turning complex data into meaningful insights? Do you thrive in a collaborative environment where your expertise supports strategic decision-making and ...
The Opportunity The Financial Analyst plays a criticalrole in the Integrated Financial Services ("IFS") division. IFS is a fractionalaccounting and business advisory division. Our group embeds ...
The Opportunity The Financial Analyst plays a criticalrole in the Integrated Financial Services ("IFS") division. IFS is a fractionalaccounting and business advisory division. Our group embeds ...
Financial Analyst Placement Type: Contract Contract Duration: 8-12 months Our client within The Government of Alberta is seeking a contract Financial Analyst to support a major project within ...
Quick apply
Financial Analyst Placement Type: Contract Contract Duration: 8-12 months Our client within The Government of Alberta is seeking a contract Financial Analyst to support a major project within ...
Financial Analyst
Calgary, AB · Hybrid
Reporting to the Manager, PES Financial Analytics, you will lead the development of robust financial models and partner with cross-functional teams to assess opportunities, identify risks and value ...
Financial Analyst
Calgary, AB · Hybrid
Reporting to the Manager, PES Financial Analytics, you will lead the development of robust financial models and partner with cross-functional teams to assess opportunities, identify risks and value ...
Associate Account Manager III Financial Restructuring Group
Calgary, AB · On-site
CA$96K - CA$136K/yr
The Financial Restructuring Group ("FRG") within TD Canadian Commercial Banking is a center of ... As an Associate you will partner with a Commercial Banking Center team to learn TD's commercial ...
Associate Account Manager III Financial Restructuring Group
Calgary, AB · On-site
CA$96K - CA$136K/yr
The Financial Restructuring Group ("FRG") within TD Canadian Commercial Banking is a center of ... As an Associate you will partner with a Commercial Banking Center team to learn TD's commercial ...
AltaGas - Financial Analyst
Calgary, AB · On-site
AltaGas is seeking a Financial Analyst to join its External Reporting team, reporting to the Senior Manager, External Reporting. The successful candidate will primarily support the preparation of ...
AltaGas - Financial Analyst
Calgary, AB · On-site
AltaGas is seeking a Financial Analyst to join its External Reporting team, reporting to the Senior Manager, External Reporting. The successful candidate will primarily support the preparation of ...
Description Be the Financial Voice Leaders Trust Our team and what we'll accomplish together In the Senior Financial Analyst role you would focus on driving excellence by elevating financial ...
Description Be the Financial Voice Leaders Trust Our team and what we'll accomplish together In the Senior Financial Analyst role you would focus on driving excellence by elevating financial ...
Description Be the Financial Voice Leaders Trust Our team and what we'll accomplish together In the Senior Financial Analyst role you would focus on driving excellence by elevating financial ...
Description Be the Financial Voice Leaders Trust Our team and what we'll accomplish together In the Senior Financial Analyst role you would focus on driving excellence by elevating financial ...
Our team and what we'll accomplish together The Corporate Financial Planning & Analysis (FP&A) team is a collaborative group of trusted advisors that delivers operational insights to our senior ...
Our team and what we'll accomplish together The Corporate Financial Planning & Analysis (FP&A) team is a collaborative group of trusted advisors that delivers operational insights to our senior ...
Senior Financial Analyst, Partners Office
CA$81K - CA$100K/yr
Maintain rigorous, structured, and up-to-date documentation of associate files * Prepare, structure and analyze the financial information required to respond to information requests related to ...
Senior Financial Analyst, Partners Office
CA$81K - CA$100K/yr
Maintain rigorous, structured, and up-to-date documentation of associate files * Prepare, structure and analyze the financial information required to respond to information requests related to ...
Our team and what we'll accomplish together The Corporate Financial Planning & Analysis (FP&A) team is a collaborative group of trusted advisors that delivers operational insights to our senior ...
Our team and what we'll accomplish together The Corporate Financial Planning & Analysis (FP&A) team is a collaborative group of trusted advisors that delivers operational insights to our senior ...
Senior Financial Analyst
Edmonton, AB · On-site
As an experienced Financial Analyst, you enjoy working in a fast-paced, growth environment. Possessing strong analytics, you are comfortable working through various finance functions within an ...
Senior Financial Analyst
Edmonton, AB · On-site
As an experienced Financial Analyst, you enjoy working in a fast-paced, growth environment. Possessing strong analytics, you are comfortable working through various finance functions within an ...
Supporting the Finance & Planning function within Alberta Homes as well as Alberta Commercial is the responsibility of the Senior Finance Analyst. This is done through preparing and consolidating ...
Supporting the Finance & Planning function within Alberta Homes as well as Alberta Commercial is the responsibility of the Senior Finance Analyst. This is done through preparing and consolidating ...
Financial Associate information
What can you do with associates in finance?
How much does a finance associate earn?
What does a financial associate do?
What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?
What is the difference between Financial Associate vs Financial Analyst?
| Aspect | Financial Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plus | Bachelor's degree in finance, economics, or related; often requires CFA or similar certifications |
| Work Environment | Banking, investment firms, corporate finance departments | Investment firms, banks, corporate finance, consulting |
| Employer & Industry Usage | Commonly employed in financial services, banking, and corporate finance | Used 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?
What is the work of a finance associate?

Job description
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
RSM's Finance as a Service (FaaS) practice is looking for skilled professionals to join us at the Associate level. RSM's FaaS practice blends to best of both worlds by providing candidates with all the career growth opportunities that come with working for a public accounting firm, while at the same time operating in private company environments on a daily basis. We provide accounting, technology and consulting services to private, lower middle market clients, with revenues ranging from $0 to $100 million. In other words, we are the accounting department for our clients. Our diverse industry base includes technology, life science, not-for-profit, consumer products and professional service organizations, just to name a few. This position will need to work to deadlines and a multitude of accounting activities, such as month end close, financial reporting, year-end audit support, and the support of budget and forecasting activities.In addition, you will have the ability to learn and efficiently use our best-in-class cloud based technology stack. FaaS Associates will have contact with our clients (CEO, COO, CFO, VP of Finance, Controller, etc.), as well as other client contacts including tax and professional service providers.
We operate in a team-based environment and have a proven track record of delivering exceptional value to our clients. The key attributes that will make someone successful in this role include:
- Assertive, collaborative, team player and desire to learn different industries and develop a Controller skill set
- Superior ability to prioritize and focus in a dynamic, multi-client environment
- Familiarity and comfort level working with cloud-based technology systems
- Willingness to learn and work with emerging technology solutions such as OCR (Optical Character Recognition), AI (Artificial Intelligence) and Accounting BOTS
- Professional presentation and great communication skills as contact with clients will be extensive
- Solid Excel skills (create tables, use formulas, pivot tables)
Responsibilities:
This is a hands-on position that requires transaction processing, account reconciliation and financial reporting skills. Duties include:
- Key point of contact for our clients Purchase to Pay, Order to Cash and Month End Close cycles
- Lead our accounts payable and accounts receivable teams for our clients
- Processes and records journal entries for revenue, prepaid expenses, fixed asset, accrued expenses, payroll, and / other month end close areas as applicable, in an accurate and timely manner
- Understands the purpose of reconciliations. Prepares bank reconciliations and general ledger account reconciliations
- Prepare client's monthly financial statements including month over month variance analysis and / or actual to budget analysis
- Continuously identify opportunities to enhance the clients monthly operations to make suggestions for process improvements
- Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future clients.
- Understand our technology stack and identify additional add-on processes, systems, modules and integrations that can drive month-end close efficiencies.
Qualifications
- A minimum of a Bachelor's in accounting/finance is required
- Excellent written and oral communication skills are a must (proactively communicates status, issues, conflicts, and priorities up, down and across the engagement team)
- Ability to balance multiple responsibilities simultaneously plus excellent analytical and decision making skills
- Experience in a public accounting firm, consulting firm or other professional services environment preferred but not required
- Proficiency utilizing Microsoft Office (Word, Excel, Outlook, etc.).
- Strong organizational skills along with the ability to meet deadlines.
- Ability to adapt to change effectively
Preferred Qualifications
- Experience with automated accounting systems (i.e. Intacct, NetSuite, Blackline, Bill.com, Tallie)
- CPA or pursuing CPA is preferred but not required
At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmcanada.com/careers/life-at-rsm/rewards-and-benefits.html.
RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Canadian uniformed service; Canadian Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $52,500 - $73,500