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Financial Associate Jobs in Andover, MA (NOW HIRING)

Pwc

Oracle Cloud Finance - Senior Associate

Boston, MA

$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 ...

Toast

Strategic Finance Senior Associate

Boston, MA

We're seeking a Strategic Finance Senior Associate to support the Research & Development (R&D) ... Build and maintain financial models across headcount, vendor and cloud spend, capitalized software ...

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Financial Associate information

See Andover, MA salary details

$30.9K

$71.3K

$139.8K

How much do financial associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for financial associate in Andover, MA is $71,276.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,600.00 and $78,000.00 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 job categories do people searching Financial Associate jobs in Andover, MA look for?

The top searched job categories for Financial Associate jobs in Andover, MA are:

What cities near Andover, MA are hiring for Financial Associate jobs?

Cities near Andover, MA with the most Financial Associate job openings:

Financial Associate jobs near you

Finance Transformation Consultant - Finance Operations, Experienced Associate

Pwc

Boston, MA • On-site

$61K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

PwC rating

8.3

Company rating: 8.3 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

26th of 72 rated business consultants

Job description

Industry/Sector

Not Applicable

Specialism

Finance

Management Level

Associate

Job Description & Summary

The Opportunity
As a Finance Transformation Consultant - Finance Operations, Experienced Associate, you will engage with clients to enhance their financial performance and decision-making processes. Within our Finance practice, you will analyze financial data, develop performance metrics, and design frameworks that drive operational efficiency and strategic objectives. Your role will involve providing guidance on budgeting, forecasting, and financial planning, helping clients optimize their financial strategies.
As an Associate, you will focus on learning and contributing to client engagements while developing your skills and knowledge to deliver quality work. You will be exposed to clients to learn how to build meaningful connections, manage and inspire others, and grow your personal brand by deepening your technical knowledge of firm services and technology resources. You will be expected to adapt to diverse client needs and team dynamics, using these challenges as opportunities for growth.
In this role, you will take ownership of your development, actively seeking feedback and applying a learning mindset. You will gather information from various sources to analyze facts and discern patterns, committing to understanding how the business works and building commercial awareness.
Responsibilities
- Analyzing financial data to develop performance metrics and key performance indicators (KPIs)
- Designing and implementing performance management frameworks to enhance financial decision-making
- Providing guidance on budgeting, forecasting, and financial planning processes to drive operational efficiency
- Developing financial solutions to optimize client financial performance and achieve strategic objectives
- Conducting complex data analysis to inform financial strategies and recommendations
- Utilizing financial management software to streamline financial reporting and analysis
- Collaborating with clients to understand their financial needs and tailor solutions accordingly
- Monitoring and analyzing financial trends to identify opportunities for cost reduction and process optimization
- Creating data-driven insights through data visualization software to support business decisions
- Engaging in due diligence research to support financial modeling and forecasting activities
What You Must Have
- At least a Bachelor's degree
- At least 1 years of experience
What Sets You Apart
- Preference for at least one of the following fields of study: Accounting, Analytics/Data Science, Business Administration/Management, Computer Science/Information Systems, Finance, Risk Management/Insurance
- Demonstrating proficiency in financial data mining and analysis
- Utilizing data visualization software for insightful financial reporting
- Engaging in process optimization to enhance operational performance
- Applying financial forecasting techniques to support strategic decisions
- Developing skills in financial management software for improved efficiency
- Excelling in complex data analysis to drive business insights

Travel Requirements

Up to 60%

Job Posting End Date

The salary range for this position is: $61,000 - $100,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

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