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Financial Associate Jobs in Kentucky (NOW HIRING)

Raymondjames

Associate Advisor

Lexington, KY · On-site

Prepare financial reports, spreadsheets, and other materials for client meetings * Create and ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...

TIAA

Financial Consultant

Louisville, KY

$75K - $100K/yr

We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations ...

TIAA

Financial Consultant

Lexington, KY

$75K - $100K/yr

We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations ...

Mariner Finance

Personal Lending Associate

Louisville, KY · On-site

$18 - $21/hr

Join Mariner Finance! Base + Incentive: This role is eligible for a competitive monthly incentive based on individual and company performance. The base salary offered within the posted range will be ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Kentucky

Financial Associate information

See Kentucky salary details

$26.5K

$61.1K

$119.9K

How much do financial associate jobs pay per year?

As of Jul 6, 2026, the average yearly pay for financial associate in Kentucky is $61,119.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,400.00 and $66,900.00 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 Kentucky? The most popular types of Financial jobs in Kentucky are:
What are popular job titles related to Financial Associate jobs in Kentucky? For Financial Associate jobs in Kentucky, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Kentucky look for? The top searched job categories for Financial Associate jobs in Kentucky are:
What cities in Kentucky are hiring for Financial Associate jobs? Cities in Kentucky with the most Financial Associate job openings:
Financial Associate jobs near you
Sr Associate, Finance Operations

Sr Associate, Finance Operations

MIDDLEGROUND CAPITAL

Lexington, KY • On-site

Full-time

Posted 18 days ago

Job description

Description:

We’re seeking a strategic and collaborative finance leader to join our team as Senior Associate (SA) of Finance Operations. This role offers a unique opportunity to work closely with portfolio companies, investment teams, and senior leadership to drive financial excellence and operational efficiency. Based in Lexington, KY, the SA will play a pivotal role in shaping financial processes, supporting key transactions, and fostering strong relationships across our organization.


Portfolio Company Management

  • Oversee financial reporting compliance for 3–5 portfolio companies
  • Review monthly financials, management discussions, and cash flow forecasts
  • Support onboarding of new portfolio companies and CFOs
  • Identify and implement improvements in financial close and reporting processes

Reporting and Analysis

  • Provide financial insights and ad hoc analysis to senior leadership
  • Support internal and external reporting processes
  • Drive system and process improvements for reporting efficiency
  • Lead or contribute to financial planning and analysis projects

Due Diligence and Pre-Transaction

  • Participate in due diligence and integration planning for acquisitions
  • Assist CFOs in preparing for exits and transaction readiness
  • Understand and apply quality of earnings analyses
  • Collaborate with investment teams on financial readiness

Executive Management

  • Interview and support hiring of CFOs for portfolio companies
  • Build trusted relationships with portfolio company leadership
  • Coordinate executive onboarding and assessments
  • Execute strategic projects aligned with organizational goals

Budget and Hoshin

  • Establish and communicate budget timelines and expectations
  • Review annual budgets and provide feedback to deal teams
  • Support strategic planning and alignment of financial goals
  • Monitor compliance with budgeting and performance plans

Board of Directors Activities

  • Prepare financial materials for Board meetings.
  • Ensure alignment of performance data with board standards
  • Attend Board meetings and support related communications

Business Development

  • Maintain relationships with industry contacts and firms
  • Share potential deal opportunities with the Business Development team
  • Represent the firm at industry conferences and events

Administrative Activities

  • Support financial system implementations and reporting transitions
  • Present at internal conferences and assist with communications
  • Track time and expenses related to portfolio company activities
  • Coordinate travel and logistics with administrative support

Execution & Accountability

  • Own financial reporting processes for assigned portfolio companies
  • Ensure timely and accurate submission of reports and expenses
  • Communicate effectively with portfolio stakeholders
  • Drive initiatives that support organizational goal
Requirements:
  • 6+ years of experience in finance, accounting, consulting, or transaction advisory services
  • Bachelor’s degree in Finance, Business, Engineering, Accounting, or a related field
  • Strong understanding of financial statements and accounting principles
  • Proven leadership experience with executive presence
  • Ability to manage multiple priorities and communicate effectively across teams
  • Familiarity with investment metrics (IRR, MOIC, DPI) and fund accounting is a plus

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