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Financial Associate Jobs in Kentucky (NOW HIRING)

Raymondjames

Associate Advisor

Lexington, KY

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 · On-site

$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 · On-site

$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 ...

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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 Jun 15, 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.

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 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
Infographic showing various Financial Associate job openings in Kentucky as of June 2026, with employment types broken down into 100% Full Time. Highlights an 83% In-person, 11% Hybrid, and 6% Remote job distribution, with an average salary of $61,119 per year, or $29.4 per hour.
Oracle Cloud Finance PPM/AHCS - Senior Associate

Oracle Cloud Finance PPM/AHCS - Senior Associate

Pwc

Louisville, KY • On-site

$77K - $202K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 20 days ago

PwC rating

8.4

Company rating: 8.4 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

19th of 57 rated business consultants

Job description

Industry/Sector

Not Applicable

Specialism

Oracle

Management Level

Senior Associate

Job Description & Summary

The Opportunity
As an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various business applications, helping clients optimize operational efficiency. You will analyze client needs, implement software solutions, and provide training and support for seamless integration and utilization of business applications, enabling clients to achieve their strategic objectives. As a Senior Associate, you will focus on building meaningful client connections and learning how to manage and inspire others. You will navigate increasingly complex situations, growing your personal brand and deepening your technical skills. You are expected to anticipate the needs of your teams and clients, delivering quality work even when the path forward isn't clear.
In this role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will be responsible for configuring, implementing, and maintaining the Oracle Finance system within our Technology Consulting practice. This position offers the chance to develop a deeper understanding of the business context and how it is changing, while using a broad range of tools and methodologies to generate new ideas and solve problems. You will uphold and reinforce professional and technical standards, contributing to the firm's overall business strategies.
Responsibilities
- Configuring and implementing Oracle Financials software to optimize financial processes such as general ledger, accounts payable, and cash management
- Analyzing client needs to develop tailored solutions that enhance operational efficiency and support strategic objectives
- Providing training and support to clients for seamless integration and utilization of Oracle Finance systems
- Navigating complex situations to build meaningful client relationships and inspire team members
- Anticipating the needs of teams and clients to deliver quality solutions in ambiguous environments
- Utilizing analytical thinking and financial modeling to inform insights and recommendations
- Monitoring and analyzing financial trends to identify opportunities for business process improvement
- Upholding professional and technical standards while maintaining compliance with regulatory requirements
- Collaborating with teams to drive finance transformation and process improvements through Oracle Core ERP solutions
What You Must Have
- At least a Bachelor's degree
- At least 2 years of experience
What Sets You Apart
- Preference for at least one of the following fields of study: Accounting, Accounting & Finance, Finance, Economics, Business Administration/Management, Management Information Systems
- Demonstrating proficiency in at least one of the following within implementing Oracle Financials: GL, AP, Expenses, CM, AR, Project Costing, Project Billing, Grants (PPM), FA, or AHCS /FAH
- Utilizing analytical thinking for financial forecasting and budgeting
- Embracing change and adapting to evolving financial regulations
- Developing financial models to support business process improvements
- Monitoring and analyzing financial trends for strategic insights
- Presenting financial reports with clarity and precision

Travel Requirements

Up to 60%

Job Posting End Date

The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

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