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Financial Associate Jobs in Ohio (NOW HIRING)

***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 ...

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 ...

Finance Support Associate Location: Columbus, OH (Hybrid) Duration: 03 Months The Asset Movement Team (AMT) Associate will act as an extension of local branch management in the review and approval of ...

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 Accounts Receivable Associate is a fulltime opportunity within the Enterprise Financial Services (EFS) team of Group Finance. The position is responsible collection and billing activities for ...

... 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 ...

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... 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 ...

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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 Aug 9, 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 is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

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 or degrees in finance or accounting.

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 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 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, 76% Full Time, 21% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $66,901 per year, or $32.2 per hour.

Financial Assistance Associate

TriHealth, Inc.

Norwood, OH • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 7 days ago


TriHealth rating

7.4

Company rating: 7.4 out of 10

Based on 175 frontline employees who took The Breakroom Quiz

265th of 887 rated healthcare providers


Job description

***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 and empathy. As a Financial Assistance Associate, you will play a vital role in ensuring patients feel seen, heard, and supported—upholding our commitment to EXCELLENCE while stewarding our resources with VALUE‑driven care.

We offer career growth opportunities and a comprehensive benefits package!  Apply today and grow your career with a team that truly values you. 

Location: TriHealth Norwood, 4600 Wesley Ave, Norwood, OH, 45212.  

Work Schedule: 

  • Day shift 8a-430p or 830a-5p (to be determined by leader)
  • Full-time 40 hours per week
  • No weekends! 
  • No holidays! 

Incentives & Benefits: 

*We offer a comprehensive benefits package—including medical, dental, vision, paid time off, retirement plans, and tuition reimbursement. Please view our benefits page  https://careers.trihealth.com/what-we-offer/benefits  

Job Requirements:

High School Diploma or GED (Required)
1 - 2 years clerical experience with multiple software applications and web-based programs (Required)
1 - 2 years exceptional customer service skills and written communication skills (Required)
Basic understanding of Revenue Cycle operations, medical insurance and medical terminology.
Ability to effectively prioritize work to meet deadlines.
Maintain accurate, up-to-date, and secure records of client interactions and financial information.
Guidance of patients through the completion and submission of financial aid applications.
Proficiency in performing mathematical calculations with accuracy.
 

Job Overview: 

The Financial Assistance Associate supports the Revenue Cycle team by ensuring accurate and timely processing of financial assistance eligibility, helping to reduce financial loss through precise account review, accurate eligibility determinations, and timely account adjustments that positively impact accounts receivable days and bad debt. The role is responsible for guiding customers through phone and electronic communication methods, gathering and validating patient demographic and insurance information, reviewing historical account details, and entering accurate data in Epic. This position requires the ability to interpret Proof of Income (POI) documentation and apply accurate financial assistance calculations in accordance with established guidelines. The associate maintains up to date knowledge of relevant federal, state, and local regulations, as well as organizational policies, to ensure ethical and compliant practices. The associate educates patients and internal customers on available financial assistance options and supports them through the application process. The role works collaboratively with multiple departments to resolve issues and ensure proper reimbursement for hospital and physician services. Using TriHealth Way best practices, the associate delivers exceptional customer service by providing timely, accurate information and escalating issues appropriately to support positive resolutions.


Job Responsibilities:
Meets productivity targets including completion of financial assistance cases/work queue assignments and timely follow up on open cases and notification of case approvals/denials.
Demonstrates consistent accuracy in financial assistance screenings, documentation, and Epic data entry, as evidenced by meeting or exceeding quality and audit standards.
Maintains a working knowledge of Federal, State, and local laws and regulations, as well as other policies and procedures to ensure adherence in a manner that reflects honest, ethical, and compliant financial assistance practices.
Identifies trends, process gaps, or recurring issues, analyzes root causes, and shares observations and recommended solutions with leadership to support workflow improvements.
Independently resolves routine account issues and appropriately escalates complex cases, to Lead/Leadership to achieve timely resolutions.
Working Conditions:
Concentrating - Consistently
Continuous Learning - Frequently
Hearing: Conversation - Frequently
Hearing: Other Sounds - Occasionally
Interpersonal Communication - Consistently
Pulling - Rarely
Pushing - Rarely
Reaching - Occasionally
Reading - Consistently
Sitting - Consistently
Standing - Occasionally
Talking - Occasionally
Thinking/Reasoning - Consistently
Use of Hands - Consistently
Color Vision - Occasionally
Visual Acuity: Far - Rarely
Visual Acuity: Near - Consistently
Walking - Occasionally

TriHealth SERVE Standards and ALWAYS Behaviors

At TriHealth, we believe there is no responsibility more important than to SERVE our patients, our communities, and our fellow team members. To achieve our vision and mission, ALL TriHealth team members are expected to demonstrate and live the following:


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About TriHealth

Sourced by ZipRecruiter

TriHealth provides unique opportunities from across disciplines in many different aspects including patient care, care coordination, education and management. We are unique because we know that team members who focus on our mission and values provide excellent patient care.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Cincinnati, OH, US

Year founded

1995