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Financial Associate Jobs in Carroll, MD (NOW HIRING)

Morgan Stanley

Finance Associate

Baltimore, MD · On-site

Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm ...

5 Legal

Leveraged Finance Associate

Reston, VA

A Global law firm is looking for associates to join their Leveraged Finance Practice in any of its US offices. The ideal candidates must have 3-5 years of corporate or finance experience, excellent ...

Morgan Stanley

Finance Associate

Baltimore, MD · On-site

Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm ...

5 Legal

Project Finance Associate

Baltimore, MD · On-site

Top 50 AmLaw firm seeks an associate to join its Project Finance Group in any of their Philadelphia, New York, Baltimore or Washington, D.C. offices. Qualified candidates must have 3-7 years of ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Carroll, MD

Financial Associate information

See Carroll, MD salary details

$27.2K

$62.7K

$123K

How much do financial associate jobs pay per year?

As of Aug 5, 2026, the average yearly pay for financial associate in Carroll, MD is $62,701.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,600.00 and $68,600.00 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 cities near Carroll, MD are hiring for Financial Associate jobs? Cities near Carroll, MD with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Carroll, MD as of July 2026, with employment types broken down into 67% Full Time, and 33% Contract. Highlights an 100% In-person job distribution, with an average salary of $62,701 per year, or $30.1 per hour.

Financial Operations Automation Associate

Rose Financial Solutions LLC

Rockville, MD • On-site

$45K - $60K/yr

Full-time

Medical, Life, Retirement

Re-posted 25 days ago

Job description

Financial Operations Automation Associate

*This is a General Interest Opening.*

ROSE is a Finance as a Service (FaaS) leader, supporting a company's back office by harmonizing People, Process, Technology, Organization, and Data to empower our clients to become accomplished leaders. We achieve this by providing financial clarity and eliminating complexity through Easby®, a system of engagement built on enterprise-grade, hyper-automation technology that manages finance, accounting, and tax activities, converts data into information, and supports a team of experienced professionals to enhance a company's success by improving financial performance.

 

Rose Financial Solutions (ROSE®) is seeking a Financial Operations Automation Associate who is looking for an entry-level role supporting the Finance and Operations teams in improving and streamlining financial workflows. This role assists with basic automation tasks, data maintenance, reporting, and process documentation. The ideal candidate is detail-oriented, eager to learn new systems, and interested in how financial processes can be optimized through technology.

This position is designed for early-career professionals with foundational financial or technical skills who want to grow into a financial systems, operations, or automation-focused career path. If you love automation and are looking for that next big thing, apply here!

 

Your responsibilities vary based on your assigned department and clients, but are likely to include: Assist with routine financial process tasks such as data entry, reconciliations, quality checks, and updating schedules or trackers, Support the maintenance of financial workflows by ensuring data accuracy and flagging inconsistencies, Help document current workflows and maintain up-to-date process guides, Assist with building or updating simple automated workflows under the guidance of senior team members, Help test automations for accuracy and functionality, Monitor workflow performance (e.g., success/failure notifications) and escalate issues when needed, Learn and support basic functions within financial systems (ERP, billing systems, CRM integrations)., Help with user acceptance testing when system changes or upgrades occur, Maintain logs of system issues, improvements, and resolutions, Assist in preparing recurring reports by collecting data, verifying numbers, and formatting outputs, Update dashboards and templates as directed by the Finance Operations and Transformations and Product teams, Perform basic trend reviews and flag unusual variances for review, Respond to internal inquiries related to financial processes or documentation, Coordinate with team members across Finance, Operations, and IT to gather information or support small automation tasks, Participate in process improvement meetings and contribute observations from daily work, Other ad-hoc tasks as assigned.

 

Qualifications:

  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
  • Basic understanding of financial processes (such as invoicing, expenses, or accounting principles).
  • Comfort using spreadsheets and digital tools (Excel, Google Sheets, basic formulas).
  • Interest in learning automation or workflow tools (e.g., Zapier, Power Automate, Replit, Airtable).
  • Strong organizational skills and attention to detail.
  • Willingness to learn systems quickly and adapt to changing processes.
  • Experience with basic scripting or querying (Excel functions, SQL basics, Python fundamentals) Preferred.
  • Familiarity with flowcharting or process-mapping tools (Lucidchart, Visio, Miro). Preferred.

What You'll Get with ROSE: ROSE is passionate about serving our clients and is dedicated to being a great place to work. Our professional work environment involves working alongside the best and the brightest professionals, competitive compensation plan, with long-term growth opportunities. ROSE also offers a comprehensive benefits package including health insurance subsidies up to 80%, Work + Life Fit options, 401(k) with company match, and educational reimbursements.

See more on our state-of-the-art technology platform here: https://www.easby.ai/

ROSE is an Equal Opportunity Employer. ROSE will not tolerate discrimination against any employee or applicants on any legally-recognized basis including, but not limited to: age; ancestry; childbirth or related medical condition; citizenship; color; creed; familial status; genetic information; height; weight; marital status; national origin; physical or mental disability or handicap; pregnancy; race; religion; sex; sexual orientation; uniform service member status or veteran status.

Third-party resume submissions are not accepted. Any resume submitted will be considered the property of ROSE, and ROSE will not be held liable to pay a placement fee.