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Financial Associate Jobs in Allen, TX (NOW HIRING)

L3HHCM20

Sr Associate, Finance

Plano, TX · On-site

$67K - $124K/yr

Senior Associate, Finance Job Code: 43080 Job Location: Onsite in one of the following locations ... Support the financial analysis and review of proposal costs, risks, and opportunities during cost ...

L3Harris Technologies

Sr Associate, Finance

Plano, TX · On-site

$67K - $124K/yr

Senior Associate, Finance Job Code: 43080 Job Location: Onsite in one of the following locations ... Support the financial analysis and review of proposal costs, risks, and opportunities during cost ...

Pwc

Oracle Cloud Finance - Senior Associate

Dallas, TX · On-site

$77K - $202K/yr

... 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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All JobsFinancial Associate JobsFinancial Associate Jobs in Allen, TX

Financial Associate information

See Allen, TX salary details

$28.4K

$65.5K

$128.4K

How much do financial associate jobs pay per year?

As of Sep 12, 2026, the average yearly pay for financial associate in Allen, TX is $65,457.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $71,600.00 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 Allen, TX?

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

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

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

What job categories do people searching Financial Associate jobs in Allen, TX look for?

The top searched job categories for Financial Associate jobs in Allen, TX are:

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

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

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Allen, TX as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $65,457 per year, or $31.5 per hour.

Associate, Strategic Finance

Dallas, TX

Leeward Renewable Energy
Electric Power Generation • 51 - 200 employees
Learn more about Leeward Renewable Energyexternal

Full-time

Posted 16 days ago

Job description

LRE (Leeward Renewable Energy) is forging anAmerican energy future with integrity, innovation, and positive impact. Born in Texas in 2003, we own andoperateover30utility-scalewind, solar, and energy storage projects in local communities across the United States, totaling4gigawatts (GW) of generating capacity.

LRE continues to help meet increased U.S. energy demand through our robust pipeline of new projects every year.Domestic jobs and manufacturing are fundamental to our full-lifecycle approach to projects, along with a long-term ownership model and a company culture dedicated to our community partners and protecting the natural environment.

Job Summary:

LRE is currently seeking a Strategic Finance Associate (L18) to provide financial modeling, scenario building, and analysis to support senior management decision-making.This positionis based in Dallas, Texas andprovides an opportunity for an analyst program graduate to transition to the corporate environment, focusing on long-term strategy and value creation from within a small and highly visible team, build experience in renewables, collaborate across the organization, and contribute to LRE's renewable energy mission.

Essential Functions:

  • Study all areas of the business to understand drivers of value and cash flow generation
  • Maintain multi-year comprehensive corporate financial model to support near-term budgeting, capital planning, and long-term corporate strategy
  • Support cash flow forecasting and management on monthly- and quarterly-basis
  • Build scenario analysis to evaluate impacts on valuation, credit profile, cash flow/liquidity, and other KPIs and performance metrics
  • Perform strategic analysis and prepare executive-level discussion materials for senior management and board of directors
  • Prepare and maintain investor presentations, management presentations, and ratings agency materials
  • Serve as a finance partner to the business to evaluate the economics of portfolio development strategies
  • Collaborate within the organization to accurately develop and validate modeling inputs and assumptions
  • Gather industry research, operational metrics, and comparable company data for ongoing benchmarking
  • Performad hoc analysis, cash flow modeling,reporting, and M&A support
  • Act as the "go-to" expert for advanced modeling to support partner finance teams, as needed

Qualifications:

  • 2+ years of experience in investment banking, private equity, strategic finance, or corporate development
  • Bachelor's degree in finance,business administration,economics, engineering or related field
  • Extensive financial modeling and/or valuation experience is required, preferably in the renewable power, infrastructure, or energy sectors (candidate will be asked to complete a modeling exercise)
  • Experience working for a sponsor-backed company helpful, but not required
  • Graduate degree, a plus
  • Capital markets experience, a plus
  • Industry knowledge in conventional and/or renewable energy is highly desirable
  • Benchmarking research capability and experience
  • Ability to collaborate across the enterprise to maintain a holistic view of our long-term corporate strategy
  • Self-starter with effective interpersonal and communication skills

Please Note: This is an in-office role, requiring on site presence in our office a minimum of three days per week with hybrid flexibility of working remotely two days per week, subject to manager and policy approval. #LIHybrid

Applicants must have current authorization to work for any employer in the United States on a full-time basis without the need for an employment visa now or in the future. Employer visa sponsorship is not available for this role.

Leeward Management Services, LLC is committed to employing a diverse workforce and provides equal employment opportunity for all individuals regardless ofrace, color, gender, age, national origin, marital status, sexual orientation, gender identity, status as a protected veteran, genetic information, status as a qualified individual with a disability, or any other characteristic protected by law.

Notice to Recruiters and Staffing Agencies:Leeward Renewable Energy (LRE) does not accept unsolicited resumes from recruiting vendors or employment agencies. Only recruiting vendors with a current, signed agreement in place with LRE are authorized to submit resumes for specific, requested positions. All unsolicited resumes and candidate profiles submitted to LRE, or any LRE employee, without an active agreement or written request from LRE's HR Department, will be considered property of LRE. LRE will not be responsible for any fees or expenses associated with unsolicited resumes or candidates submitted in this manner.

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