You will analyse financial data, develop performance metrics and key performance indicators (KPIs ... As an Associate you focus on learning and contributing to client engagement and projects while ...
You will analyse financial data, develop performance metrics and key performance indicators (KPIs ... As an Associate you focus on learning and contributing to client engagement and projects while ...
Summary DLA Piper is seeking an associate to join its finance group, structured finance subgroup and focus on transactions involving commercial-mortgage backed securities (CMBS). This position is ...
Summary DLA Piper is seeking an associate to join its finance group, structured finance subgroup and focus on transactions involving commercial-mortgage backed securities (CMBS). This position is ...
Share this job: Share: Share Services Associate, Finance Services (Pricing) with Facebook Share Services Associate, Finance Services (Pricing) with LinkedIn Share Services Associate, Finance Services ...
Share this job: Share: Share Services Associate, Finance Services (Pricing) with Facebook Share Services Associate, Finance Services (Pricing) with LinkedIn Share Services Associate, Finance Services ...
Financial Advisor Associate
Atlanta, GA · On-site
Identifies and cross-sells products and services appropriately aligned to clients long-term financial needs. Job Duties and Responsibilities * Manages the client experience for Wholesale clients with ...
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Identifies and cross-sells products and services appropriately aligned to clients long-term financial needs. Job Duties and Responsibilities * Manages the client experience for Wholesale clients with ...
A leading international law firm is seeking an associate to join its Finance Practice Area in any of their Chicago, New York, Atlanta, Miami, or Dallas offices. Qualified applicants must have 5-6 ...
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Digital Finance Transformation - ERP Modernization: Senior Associate - Private Equity Performance Im
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If so, Deloitte's GPS Engagement Financial Advisor (EFA) team might be the perfect place for you! Work you'll do As an Associate on the Account and Engagement Finance Services team, you will be ...
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... Associates. * Assist senior financial planners with provide advanced planning support in areas such as retirement income planning, tax planning, estate planning, insurance planning, and education ...
Quick apply
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Corporate Advisory (Finance) Associate - Atlanta
Atlanta, GA · On-site
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The Reporting Associate is a core member of the Personal CFO Services team, supporting the preparation, reconciliation, and delivery of financial reporting for ultra-high-net-worth clients with multi ...
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... financial sponsor clients. Advise clients on raising debt for acquisitions, refinancing, or restructuring existing debt through high yield bonds and syndicated loans. Essential Duties and ...
... financial sponsor clients. Advise clients on raising debt for acquisitions, refinancing, or restructuring existing debt through high yield bonds and syndicated loans. Essential Duties and ...
The Reporting Associate is a core member of the Personal CFO Services team, supporting the preparation, reconciliation, and delivery of financial reporting for ultra-high-net-worth clients with multi ...
The Reporting Associate is a core member of the Personal CFO Services team, supporting the preparation, reconciliation, and delivery of financial reporting for ultra-high-net-worth clients with multi ...
... financial sponsor clients. Advise clients on raising debt for acquisitions, refinancing, or restructuring existing debt through high yield bonds and syndicated loans. Essential Duties and ...
... financial sponsor clients. Advise clients on raising debt for acquisitions, refinancing, or restructuring existing debt through high yield bonds and syndicated loans. Essential Duties and ...
Financial Associate information
See Conley, GA salary details
$29.3K - $38.7K
10% of jobs
$46.7K is the 25th percentile. Wages below this are outliers.
$38.7K - $48.1K
18% of jobs
The median wage is $56.3K / yr.
$48.1K - $57.5K
26% of jobs
$57.5K - $66.9K
19% of jobs
$69.3K is the 75th percentile. Wages above this are outliers.
$66.9K - $76.3K
11% of jobs
$76.3K - $85.7K
10% of jobs
$85.7K - $95.1K
3% of jobs
$95.1K - $104.5K
2% of jobs
$104.5K - $113.9K
1% of jobs
$113.9K - $123.3K
1% of jobs
$123.3K - $132.7K
0% of jobs
$29.3K
$67.7K
$132.7K
How much do financial associate jobs pay per year?
What can you do with associates in finance?
How much does a finance associate earn?
What does a financial associate do?
What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?
What is the difference between Financial Associate vs Financial Analyst?
| Aspect | Financial Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plus | Bachelor's degree in finance, economics, or related; often requires CFA or similar certifications |
| Work Environment | Banking, investment firms, corporate finance departments | Investment firms, banks, corporate finance, consulting |
| Employer & Industry Usage | Commonly employed in financial services, banking, and corporate finance | Used 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?
What is the work of a finance associate?

$63K - $140K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 22 days ago
PwC rating
8.3
Based on 76 frontline employees who took The Breakroom Quiz
20th of 58 rated business consultants
Job description
Industry/Sector
Not ApplicableSpecialism
FinanceManagement Level
AssociateJob Description & Summary
At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals.
In enterprise performance management at PwC, you will focus on helping clients improve their financial performance and decision-making processes. You will analyse financial data, develop performance metrics and key performance indicators (KPIs), and design and implement performance management frameworks. You will be responsible for providing guidance on budgeting, forecasting, and financial planning processes to drive operational efficiency and achieve strategic objectives.
Driven by curiosity, you are a reliable, contributing member of a team. In our fast-paced environment, you are expected to adapt to working with a variety of clients and team members, each presenting varying challenges and scope. Every experience is an opportunity to learn and grow. You are expected to take ownership and consistently deliver quality work that drives value for our clients and success as a team. As you navigate through the Firm, you build a brand for yourself, opening doors to more opportunities.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Apply a learning mindset and take ownership for your own development.
Appreciate diverse perspectives, needs, and feelings of others.
Adopt habits to sustain high performance and develop your potential.
Actively listen, ask questions to check understanding, and clearly express ideas.
Seek, reflect, act on, and give feedback.
Gather information from a range of sources to analyse facts and discern patterns.
Commit to understanding how the business works and building commercial awareness.
Learn and apply professional and technical standards (e.g. refer to specific PwC tax and audit guidance), uphold the Firm's code of conduct and independence requirements.
The Opportunity
As part of the Enterprise Performance Management team you contribute to client engagement and projects while developing your skills and knowledge to deliver quality work. As an Associate you focus on learning and contributing to client engagement and projects while developing your skills and knowledge to deliver quality work. You are exposed to clients to learn how to build meaningful client connections, learn how to manage and inspire others, and grow your personal brand by developing your technical knowledge of firm services and technology resources and understanding your strengths.
Responsibilities
- Engage in client projects to develop skills and deliver quality work
- Build meaningful client relationships and learn to manage and inspire others
- Expand technical knowledge of firm services and technology resources
- Contribute to team efforts and support senior staff
- Develop a deeper understanding of business context and changes
- Utilize critical thinking to break down complex concepts
- Uphold professional and technical standards and the firm's code of conduct
- Embrace ambiguity and use challenges as growth opportunities
What You Must Have
- Bachelor's Degree in Accounting, Finance, Computer Science, Information Technology
- 1 year of relevant OneStream platform experience
What Sets You Apart
- Master of Business Administration preferred
- Managing and executing large finance programs
- Leading the design and testing of OneStream
- Leading core Accounting areas
- Managing process improvement initiatives
- Building relationships with clients
- Working in an Agile project management environment
- Designing operational metrics for strategic plans
- OneStream Training Credentials: Designing an Application, Implementing, Building Basic Reports, or Getting Started with OneStream
Travel Requirements
Up to 60%Job Posting End Date
The salary range for this position is: $63,000 - $140,000. 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.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines