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Financial Associate Jobs in Addison, TX (NOW HIRING)

Oscar Health

Associate, Strategic Finance

Dallas, TX · On-site

$96K - $127K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We're hiring an Associate, Strategic Finance to join our ... FP&A team. Oscar is the first health insurance company built around a full stack technology ...

Pwc

Oracle Cloud Finance - Senior Associate

Dallas, TX

$77K - $202K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... 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 ...

5 Legal

Corporate Finance Associate

Dallas, TX · On-site

A leading international law firm and top 100 Am Law firm seeks two associates to join their Corporate Finance Practice Area in their Chicago, New York, Atlanta, Miami, or Dallas offices. Qualified ...

Hunt

Finance & Capital Markets Associate

Dallas, TX

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We are seeking a highly motivated Finance Business Development Associate to join our Corporate ... Build and maintain detailed financial models and economic analyses for A&D opportunities, capital ...

Pwc

Oracle Cloud Finance PPM/AHCS - Senior Associate

Dallas, TX

$77K - $202K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Senior Associate, you will focus on building meaningful client connections and learning how to ... financial management system. You will be responsible for configuring, implementing, and maintaining ...

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Financial Associate information

See Addison, TX salary details

$29.5K

$68.1K

$133.6K

How much do financial associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for financial associate in Addison, TX is $68,122.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,400.00 and $74,500.00 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 Addison, TX?

The most popular types of Financial jobs in Addison, TX are:

What are popular job titles related to Financial Associate jobs in Addison, TX?

For Financial Associate jobs in Addison, TX, the most frequently searched job titles are:

What cities near Addison, TX are hiring for Financial Associate jobs?

Cities near Addison, TX with the most Financial Associate job openings:

Financial Associate jobs near you

Controllers - Dallas - Associate, Financial Accounting - 10113206

Goldman Sachs

Dallas, TX

Full-time

Re-posted 23 hours ago

Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

47th of 171 rated banks

Job description

Job Duties: Associate, Financial Accounting with Goldman Sachs & Co. LLC in Dallas, Texas. Multiple positions available. Review quarterly/monthly valuations and accounting and reporting packages for private equity funds, including fund-level net asset values, financial statements and investor capital statements. Review year-end financial statements and perform related activities. Responsible for reconciliation, review and reporting of general ledger accounts, balance sheets, Profit & Loss (P&L), capital expenditures, etc. to external stakeholders. Provide critical analysis required to ensure that the internal and external financial information of the firm is accurate. Engage regularly with the firm's external auditors and tax consultants to protect the firm from reputational and other risks. Prepare and/or review monthly and ad hoc reporting requests, including management fee analysis, cash flow analysis, financial reporting related requests, and regulatory reporting. Liaise extensively with other areas of firm, including product controllers, funding controllers, corporate treasury, legal, tax, regulatory, market risk and credit risk on various ad hoc inquiries including new products requests, strategic changes to existing workflows, and with fund administrators for accurate recording and maintenance of the private equity funds' books and records. Play a key role in safeguarding the assets of the firm through independent scrutiny of financial information and by supporting the asset management division, as well as ensuring that they are in compliance with the firm's policies and with the rules/regulations that govern global financial markets. Assist in the preparation of standalone entity financial information and disclosures in accordance with U.S. Generally Accepted Accounting (GAAP). Perform and review ad hoc analyses on financial and non-financial attributes of private equity funds for internal and external reporting purposes. Ensure the integrity of accounting records for accuracy and compliance with accepted accounting policies and principles.

Job Requirements: Bachelor's degree (U.S. or foreign equivalent) in Business Administration, Accounting, Finance or a related field and three (3) years of experience in the job offered or in a related Financial Accounting role. Employer will accept bachelor's degree equivalent based on single degree, combination of degrees, or combination of degree(s) and/or diplomas and/or certification(s) / membership(s) / professional credentials, determined to be equivalent to a U.S. bachelor's degree by a qualified credential evaluation service. Must have three (3) years of prior experience with a Bachelor's degree with the following: identifying issues related to internal controls and supplying comprehensive recommendations to management to mitigate company's risks; participating in internal and/or external financial audits, including demonstrated familiarity with audit trail, audit testing, control documentation processes, and audit inquiries; utilizing knowledge of U.S. GAAP to produce or review financial information for inclusion in company's consolidated financials; utilizing Excel, MS Word, and MS PowerPoint to create reports and perform analysis using pivot tables, VLOOKUP, charts, filtering, data validation, and other various tools; independently review general ledger and journal entries to analyze and reconcile accounts, including investigating fluctuations in both P&L and balance sheet account amounts and reporting periods; and identifying and understanding underlying drivers during analytical reviews.

The Goldman Sachs Group, Inc., 2026. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law.

What Goldman Sachs employees say

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About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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