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Financial Associate Jobs in Ohio (NOW HIRING)

Skills Finance, Accounting, Invoicing, Analytic, Data entry Top Skills Details Finance,Accounting,Invoicing,Analytic,Data entry Additional Skills & Qualifications • Bachelor's degree required;

The Associate Financial Advisor will work directly alongside the lead advisor and collaborate with an experienced client service team. Initially, the position will focus on supporting existing client ...

The Associate Financial Advisor will work directly alongside the lead advisor and collaborate with an experienced client service team. Initially, the position will focus on supporting existing client ...

Conduct business analyses on current, future and comparative financial performance and develop ... Associate's degree and 6 years of cost accounting experience, OR * High school diploma / GED and 8 ...

Conduct business analyses on current, future and comparative financial performance and develop ... Associate's degree and 6 years of cost accounting experience, OR * High school diploma / GED and 8 ...

The Associate Financial Analyst supports the Finance organization by providing financial planning, reporting, budgeting, forecasting, and variance analysis for assigned business leaders. Perform ...

As an Associate Financial Planner, you'll serve to assist Financial Planners in ensuring client happiness while following all regulatory issues. Responsibilities: * Performs financial planning ...

New

... financial processes such as general ledger, accounts payable, accounts receivable, and cash ... As a Senior Associate, you will focus on building meaningful client connections and learning how to ...

... financial processes such as general ledger, accounts payable, accounts receivable, and cash ... As a Senior Associate, you will focus on building meaningful client connections and learning how to ...

About the Role We're hiring an Associate Financial Advisor to immediately take over an existing group of client relationships at our Toledo-based RIA. This is not a sales role, and there are no ...

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Showing results 21-40

Financial Associate information

See Ohio salary details

$29K

$66.9K

$131.2K

How much do financial associate jobs pay per year?

As of Sep 6, 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.

What are the key skills and qualifications needed to thrive as a financial associate?

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 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 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 does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

What are the most commonly searched types of Financial jobs in Ohio?

The most popular types of Financial jobs in Ohio 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:

Infographic showing various Financial Associate job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $66,901 per year, or $32.2 per hour.

Finance Associate

Aston Carter

Solon, OH • On-site

$30/hr

Contractor

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago


Job description

Description
Data Management & System Updates
• Input and maintain accurate trade updates and changes in XTEL.
• Validate and update necessary changes to ADL (Assortment Distribution List).
• Work with CS to ensure customer profiles are accurate and up to date.
Forecasting & Planning
• Send Sales Reports to CAM/DSM for review and schedule forecast review calls.
• Validate forecast numbers and ensure alignment with TRR (Trade Review Report).
• Support planning tools such as X11 Planning Tool and Weekly Event Spend Report.
• Review and revise the forecast before the lock date of each month.
• Call out gaps and trends based on prior month/year performance.
Trade Management & Reconciliation
• Review and reconcile events to ensure goals and TRR align with Sales Finance.
• Manage promotional data updates and ensure accuracy across systems.
• Daily SDB (sales bulletins) review and follow up actions
Invoice & Deduction Processing
• Validate invoice backup and process payments in XTEL.
• Match deductions to promotions; collaborate with Business Partners to resolve mismatches.
• Manage weekly deduction reports and escalate unresolved issues.
• Collaborate/assist on UADs. Review the 054/055 report to determine if money can be applied to UADs.
• No Paperwork Deductions - review and assist on aged cases over 60 days.
Cross-Functional Collaboration
• Participate in monthly Sales and Trade review calls with Field Finance, Account Managers, and CAM/DSM.
• Coordinate with CAM/DSM for updates, clarifications, and issue resolution.
• Facilitate Monthly Training - Refreshers and Best Practices.
Skills
Finance, Accounting, Invoicing, Analytic, Data entry
Top Skills Details
Finance,Accounting,Invoicing,Analytic,Data entry
Additional Skills & Qualifications
• Bachelor's degree required;
EXPERIENCE & SKILLS REQUIREMENTS
• 1-2 years of professional experience in areas such as Accounts Payable, Accounts Receivable, Sales, or Sales Support.
• Ability to work independently with minimal supervision while maintaining accountability for results.
• Strong communication skills-clear, concise, and effective in both written and verbal formats.
• High attention to detail with the ability to thrive in a fast-paced, dynamic environment.
• Excellent time management and organizational skills to handle multiple priorities simultaneously.
• Proven ability to manage complex workflows and adapt to shifting priorities.
• Strong analytical and problem-solving skills, with the ability to troubleshoot issues effectively.
• Advanced computer proficiency and a demonstrated ability to learn new systems quickly.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with intermediate Excel skills including pivot tables and VLOOKUP
Job Type & Location
This is a Contract position based out of Solon, OH.
Pay and Benefits
The pay range for this position is $30.00 - $30.00/hr.
Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in Solon,OH.
Application Deadline
This position is anticipated to close on Sep 7, 2026.
About Aston Carter
Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.
San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.

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About Aston Carter

Sourced by ZipRecruiter

At Aston Carter, we're dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions - from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless. Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients' capabilities by seeking solvers and delivering solutions to address today's workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit AstonCarter.com. Aston Carter is a company within Allegis Group, a global leader in talent solutions.

Industry

Recruiting and staffing services

Company size

1,001 - 5,000 Employees

Headquarters location

Hanover, MA, US