ZipRecruiter

Log In

1

Financial Associate Jobs in California (NOW HIRING)

Morgan Dar

Municipal Finance Associate

Ventura, CA · Hybrid

$158K - $205K/yr

Municipal Finance Associate Our client is seeking a Municipal Finance Associate to join its established Public Law Practice Group. This is an opportunity to work on sophisticated public finance ...

next page

Showing results 1-20

All JobsFinancial Associate JobsFinancial Associate Jobs in California

Financial Associate information

See California salary details

$30.1K

$69.4K

$136.2K

How much do financial associate jobs pay per year?

As of Jun 24, 2026, the average yearly pay for financial associate in California is $69,449.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,300.00 and $76,000.00 per year, depending on experience, location, and employer.

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 is an associate role in finance?

A financial associate role typically involves supporting financial analysis, preparing reports, and assisting with client or internal financial transactions. It often requires strong analytical skills, proficiency with financial software, and relevant certifications such as a degree in finance or accounting. The position serves as an entry or mid-level role within finance teams, providing foundational experience for career advancement.

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, with some roles needing relevant certifications such as CFA or CPA. Their work environment typically involves collaboration with clients or internal teams to ensure financial accuracy and compliance.

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 tools like Excel and financial software, and may be involved in tasks such as account reconciliation, financial analysis, and compliance monitoring.
What are the most commonly searched types of Financial jobs in California? The most popular types of Financial jobs in California are:
What are popular job titles related to Financial Associate jobs in California? For Financial Associate jobs in California, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in California look for? The top searched job categories for Financial Associate jobs in California are:
What cities in California are hiring for Financial Associate jobs? Cities in California with the most Financial Associate job openings:
Financial Associate jobs near you

Financial Associate

Alakaina Family of Companies

San Diego, CA

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 11 days ago

Job description

Bering-Alaka`ina Holdings (BAH) is looking for a Financial Associate to support our government customer located in San Diego, California.

DESCRIPTION OF RESPONSIBILITIES:

  • Act as the primary financial point of contact for the DoW HIV/AIDS Prevention Program (DHAPP) n various countries.
  • Review quarterly financial reports, grant fund status, and program outlay data using MS Excel and business intelligence software to ensure proper country program financial management and timely processing of payments to implementers.
  • Conduct monthly or quarterly meetings with country team staff to review expenditure data and provide a summary of program financial status.
  • Routinely track and report the status of several DHAPP grant awards approaching the cumulative period of performance end date.
  • Coordinate consistently with the Defense Finance Accounting Service (DFAS) and State Department Payroll to manage prior year Lines of Accounting (LOAs) and resolve Unmatched Transactions (UMTs).
  • Assist in the creation, tracking and dissemination of funding documents to U.S. Embassies, including drafting and updating Fund Cite letters and crosswalks.  Update locally employed staff (LES) payroll information and process recoup of funding increase amendments.
  • Assist with financial forecasting and finalizing statements of work to ensure program budgets are properly funded for the upcoming fiscal year.
  • Other duties as assigned.

REQUIRED DEGREE/EDUCATION/CERTIFICATION:

Bachelor's Degree or equivalent.

REQUIRED SKILLS AND EXPERIENCE:

  • Greater than three (3) years of professional experience in federal financial management, budget execution, or program analysis.
  • Advanced proficiency in Microsoft Excel, including the ability to create pivot tables and use formulas for financial forecasting and program outlay data analysis.
  • High proficiency in Microsoft 365 suite (Teams, Outlook, Word).
  • Strong interpersonal skills to effectively collaborate with country teams and stakeholders to coordinate financial activities and sustain strong professional relationships.

  • Excellent verbal and written communication skills with the ability to present complex financial data to non-financial staff. 

    PREFERRED SKILLS AND EXPERIENCE:

  • Working knowledge of Defense Finance Accounting Service (DFAS) and/or Department of State payroll and funding processes. 
  • Working knowledge of specific DoW financial and accounting systems, such as General Fund Enterprise Business System (GFEBS)

  • Prior experience supporting the DoW HIV/AIDS Prevention Program (DHAPP), President's Emergency Plan for AIDS Relief (PEPFAR), Defense Health Agency (DHA) or other global health/security cooporation program. 

REQUIRED CITIZENSHIP AND CLEARANCE:

U.S. Citizenship required.

Bering-Alaka`ina Holdings (BAH) is a fast-growing government service provider. Employees enjoy competitive salaries. Eligible full-time employees enjoy a 401K plan with company match; medical, dental, disability, and life insurance coverage; tuition reimbursement; paid time off; and 11 paid holidays.

We are an Equal Opportunity/Affirmative Action Employer of individuals with disabilities and veterans. We are proud to state that we do not illegally discriminate in employment decisions on the basis of any protected categories. If you are a person with a disability and you need an accommodation during the application process, please click here to request accommodation. We E-Verify all employees

"EOE, including Disability/Vets" OR "Equal Opportunity Employer, including Disability/Veterans"

Bering-Alaka`ina Holdings (BAH) is comprised of industry-recognized government service firms designated as Alaska Native Corporation (ACN)-owned and 8(a) certified businesses. BAH includes Ke`aki Technologies, LLC; Laulima Government Solutions, LLC; Kupono Government Services, LLC; Kapili Services, LLC; Po`okela Solutions, LLC; Kikaha Solutions, LLC; and Pololei Solutions, LLC.

For additional information, please visit www.alakainafoundation.com

#LI-JS1

#ClearanceJobs

Employment Type: Regular Full Time

Apply