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Financial Associate Jobs in Ohio (NOW HIRING)

TriHealth

Financial Assistance Associate

Norwood, OH · On-site

***Financial Assistance Associate - Wesley Avenue - In-person work * Join a team dedicated to SERVING our patients with compassion, RESPECTING every individual's needs, and ENGAGING with professionalism ...

TriHealth

Financial Assistance Associate

Norwood, OH · On-site

***Financial Assistance Associate - Wesley Avenue In-person work * Join a team dedicated to SERVING our patients with compassion, RESPECTING every individual's needs, and ENGAGING with professionalism ...

TriHealth

Financial Assistance Associate

Norwood, OH

***Financial Assistance Associate - Wesley Avenue In-person work * Join a team dedicated to SERVING our patients with compassion, RESPECTING every individual's needs, and ENGAGING with professionalism ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Ohio

Financial Associate information

See Ohio salary details

$29K

$66.9K

$131.2K

How much do financial associate jobs pay per year?

As of Jun 13, 2026, the average yearly pay for financial associate in Ohio is $66,901.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $73,200.00 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 Ohio? The most popular types of Financial jobs in Ohio are:
What are popular job titles related to Financial Associate jobs in Ohio? For Financial Associate jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Ohio look for? The top searched job categories for Financial Associate jobs in Ohio are:
What cities in Ohio are hiring for Financial Associate jobs? Cities in Ohio with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Ohio as of June 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $66,901 per year, or $32.2 per hour.

Financial Associate

Ohio Department of Taxation

Gallipolis, OH

Part-time

Posted 6 days ago

Job description

  •  Prepares, compiles & verifies statistical, financial, accounting or auditing data, reports & tables related to accounts payable & accounts receivable

  • Enters transactions (for example, vouchers, requisitions, ISTV) & submits for approval

  • Receives, records revenue (for example, cash, checks, credit/debit, ACH), invoices, vouchers, supporting documentation

  • Codes documentation according to agency procedures

  • Verifies accuracy of data & revises any errors (i.e. checks figures, postings, reports & documents, for correct entry, mathematical accuracy, & proper codes)

  • Prepares revenue deposits by compiling data, verifying & balancing receipts, & sending cash, checks or other forms of payment to banks

  • Matches purchasing documents with invoices & receiving documents, & records necessary information

  • Keeps financial records using journals & ledgers or computers, processes stop, lost & stale-date payments

  • Enters payment card transaction according to agency procedures

  • records & analyzes information using spreadsheets, databases, &/or accounting software, performs calculations, & produces documents using 10-key calculators, computers, & multipurpose work centers

  • Conducts basic reconciliation or notes & reports discrepancies found in records (e.g. payroll, lock boxes, deposits)

  • Prepares pre-processing forms for OSS

  • Verifies vendor transactions are coded appropriately to capture data for State initiatives/programs (for example, MBD/EDGE, Community Resource Program).

  • Performs Payroll activities: reviews timesheets to detect & resolve payroll discrepancies; enters employee information in the payroll system; verified attendance, hours worked & pay adjustments, & posts information onto designated records; records employee information (for example, exemptions, transfers, & resignations) to maintain & update payroll records; reconciles leave time (for example, vacation, personal & sick leave) for employees; compiles employee time & payroll data from timesheet & other records.

  • 18 mos. exp. or 18 mos. trg. in accounting &/or finance to include a basic level of experience in spreadsheet software. 
     

  • Or completion of high school technical program in accounting; 6 mos. exp. or 6 mos. trg. in accounting or finance to include a basic level of experience in spreadsheet software. 
     

  • Or completion of associate core program in business administration, accounting, finance or related field. 
     

  • Or equivalent of Minimum Class Qualifications for Employment noted above. 
    Job Skills: Accounting and Finance

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