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Financial Associate Jobs in Chestermere, AB (NOW HIRING)

Through programs in employment, entrepreneurship and financial empowerment, we help people build sustainable livelihoods. We are a collaborative, purpose-driven workplace that values relationships ...

The Senior Financial Analyst will be responsible for supporting and improving financial planning, budgeting and forecasting activities, coordinating with other Finance and Operations Teams to prepare ...

In-depth financial analysis and due diligence on client companies to assess their financial health ... Join Barclays as an Investment Banking, Associate. In this role, you will build and maintain ...

The Senior Financial Analyst will be responsible for supporting and improving financial planning, budgeting and forecasting activities, coordinating with other Finance and Operations Teams to prepare ...

The Senior Financial Analyst will be responsible for supporting and improving financial planning, budgeting and forecasting activities, coordinating with other Finance and Operations Teams to prepare ...

The Senior Financial Analyst will be responsible for supporting and improving financial planning, budgeting and forecasting activities, coordinating with other Finance and Operations Teams to prepare ...

The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and ... Investigations and Case Support Investigates incidents of financial and physical shrink and ...

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The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and ... Investigations and Case Support Investigates incidents of financial and physical shrink and ...

Showing results 41-60

Financial Associate information

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 Chestermere, AB are hiring for Financial Associate jobs?

Cities near Chestermere, AB with the most Financial Associate job openings:

Calgary Internal Audit & Financial Advisory (Energy & Utilities) Associate Director

Roberthalf

Calgary, AB

Full-time

Posted 23 days ago


Job description

JOB REQUISITION

Calgary Internal Audit & Financial Advisory (Energy & Utilities) Associate Director

LOCATION

CALGARY

ADDITIONAL LOCATION(S)

JOB DESCRIPTION

You Belong Here

The Protiviti Career providesopportunityto learn, inspire, and advance within a collaborative and inclusive culture.We hire curious individuals for whom learning is a passion. We lean into our mission:We Care. We Collaborate. We Deliver.
At every level, we champion leaders wholiveour values ofintegrity, inclusion, innovation, and commitment to success. Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm.

Where We Need You:

Protiviti islooking for an Internal Audit & Financial AdvisoryAssociate Directorto join ourteamin Calgarysupporting our Energy & Utilities clients.

What You Can Expect:

As an Associate Director,you'lltake a lead role in strengthening our relationships with clients andprovidingseamless guidance in the completion of engagements.You'llpartner with our strategic clients to manage risk.You'lldevelop strategies to solve complex business problems using new ways of thinking, and devise solutions to support your clients' needs through analytics,automationor the latest tools and methods.You'lldevelop new projects, helpidentifynewbusiness, and build lasting relationships with clients and within the community as you serve as an ambassador of Protiviti in the market.You will also be a mentor and provide growth and development to teams as you oversee the successful completion of project work plans.

What Will Help You Be Successful:

  • You enjoyidentifyingareas of business andprocessrisk, and opportunities to improve efficiency, increase performance, andhelp clientsmanage risk.
  • Youare passionate aboutbuildingtrustedrelationships withC-level executivesandproviding exceptional experiences that translate toadditionalproject work.
  • You have an inherent interest in project management and team leadership.
  • Youpromotea positiveteam culture thatfosters open communication among all engagement team members.
  • You create development opportunitiesfor others, including participating in the creation and rollout of training,and ways for your team to improve ourclients and communities.
  • You enjoy discoveringprospectiveprojectworkwith current and potential clients throughnetworking, knowledge-building,and client interactions.
  • You excel atidentifyingopportunities to integrate product solutions and resources to improve client service capabilities.
  • You view client challenges as opportunities to add value and can translate that into new project proposals and sales.
  • You are seen as a valued contributor to thought leadership and encourage knowledge-sharing and collaboration across teams.
  • You haveinterestinmanaginga diverse portfolio of clients acrossmultipleindustries.

Do Your Talents Include the Following?


Demonstratedexperience with:

  • Audit methodologies and developingvaluableinternal audit deliverables, including process flows, work programs, audit reports, and control summaries.
  • Risk and control programs.
  • Business processes such as Accounts Payable, Accounts Receivable, Inventory, Revenue with knowledge of accounting operations and/or financial frameworks.
  • Commonly used International Professional Practices Framework, including COSO and PCAOB.
  • Sarbanes-Oxley Act provisions and methodologies for achieving compliance.
  • The Institute of Internal Auditors (IIA's) code of ethics and compliance requirements.
  • Establishing and cultivating business relationships and a professional network,including withsenior executives.
  • Successfully pursuing business development opportunities andidentifyingand implementing strategies to obtain new work or clientele.
  • Ability to translate and communicaterisktopics and audit issues to client personnel, including executives.
  • Leadership and direct supervisory experience of teams including conducting performance appraisals,mentoringand coaching, oversight and review of work, coordination across teams, and understanding how to motivate.

Your Educational and Professional Qualifications:

  • Bachelor's degree inarelevant discipline (e.g.,Accounting, Finance, orbusiness-relatedfield).
  • 9+years working in internal audit, consulting, assurance services, or related field, either in professional services or industry.
  • Proficiencyin Microsoft Office suite applications with specific emphasis on Word,Exceland PowerPoint. Secondary emphasis on Visio and Access.
  • Professional Certification such as CPA, CIA, CFE, or similar strongly preferred.

Our Hybrid Workplace

Protiviti practices a hybrid model, which is a combination of working in person with a purpose and working remotely. This model creates meaningful experiences for our people and ourclients while offering a flexible environment. The ratio of remote to in-person requirementsvariesby client, project, team, and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments.

Starting salary is based on a full-time equivalent schedule.Placement in the range is dependent upon experience,skillsand geographic work location. Below is the salary range for this job.

$135,000 - $185,000

Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.

All applicants applying for Canadian job openings need authorization to work in Canada for Protiviti without sponsorship now or in the future.

As part of Protiviti's employment process, any offer of employment is contingent upon successful completion of a background check.

Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.comor call 1.855.744.6947 for assistance.

In your email please include the following:

  • The specific accommodation requested to complete the employment application.

  • The location(s) (city, state) to which you would like to apply.

Protiviti is not registered to hire or employ personnel in the following provinces - New Brunswick, Newfoundland & Labrador, Northwest Territories, Nova Scotia, Nunavut, Prince Edward Island, Quebec, Saskatchewan, Yukon.

Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.

JOBLOCATION

CAN CALGARY DT