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Financial Associate Jobs in Cumming, GA (NOW HIRING)

Morgan Stanley

Wealth Management Associate

Atlanta, GA · On-site

In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...

Morgan Stanley

Wealth Management Associate

Atlanta, GA · On-site

In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...

Hyundai Capital

Lease End Loyalty Associate

Atlanta, GA · On-site

$39K - $58K/yr

We provide vehicle financing, leasing, subscription, and insurance solutions to over 3 million ... o Associate / Sr. Associate: $350 o Manager / Sr. Manager: $600 o Director: $800 o Executive ...

Fayette Chamber of Commerce

Financial Counselor

Atlanta, GA · On-site

$60 - $80/hr

Associate's Degree in Business, Finance or related field Required or * In Lieu of degree 3 years of experience in hospital admissions, hospital business office or health insurance will be accepted in ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Cumming, GA

Financial Associate information

See Cumming, GA salary details

$27.2K

$62.8K

$123.1K

How much do financial associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial associate in Cumming, GA is $62,776.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,600.00 and $68,700.00 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 Cumming, GA?

The most popular types of Financial jobs in Cumming, GA are:

What are popular job titles related to Financial Associate jobs in Cumming, GA?

For Financial Associate jobs in Cumming, GA, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Cumming, GA look for?

The top searched job categories for Financial Associate jobs in Cumming, GA are:

What cities near Cumming, GA are hiring for Financial Associate jobs?

Cities near Cumming, GA with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Cumming, GA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $62,776 per year, or $30.2 per hour.

Financial Planning & Analysis (FP&A) Senior Associate

US101 Guidehouse Inc.

Atlanta, GA • On-site

$100 - $125/hr

Other

Medical, Dental, Vision, Life, Retirement

Posted yesterday

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Job description

Job Family: Finance Planning & Analysis

Travel Required: Up to 10%

Clearance Required: None

What You Will Do

The Financial Planning & Analysis (FP&A) Senior Associate is responsible for supporting the company’s financial planning, budgeting, and forecasting processes. This role includes managing and developing the Corporate Services SG&A budget, analyzing actual results compared to the budget, assisting with the monthly financial close, reviewing monthly results to identify and investigate variances, and preparing reports and presentations to explain month-end outcomes. The Senior Associate also creates financial models to aid decision making and acts as the main business partner for designated cost centers, providing financial guidance, analysis, and support.

What You Will Need
  • Bachelor’s degree and at least four years of direct, proven experience in a similar finance position
  • Background working with accounting teams, department heads, and company leadership in a mid-size or large organization
  • Strong proficiency in the MS Office suite, with advanced Excel skills
  • Familiarity with financial planning tools
  • Ability to work independently and consistently meet hard deadlines
  • This is a hybrid role, with a strong preference for candidates located in the Washington, D.C. metro area
What Would Be Nice To Have
  • Degree in Accounting or Finance
  • CPA certification or Master’s degree
  • Skilled in Oracle Hyperion Planning and Reporting
  • Experience with PeopleSoft and/or CostPoint
  • Strong presentation abilities and capable of engaging with all levels of the organization, including executive management, to aid financial decisions
  • Ability in identifying, calculating, and reporting addbacks (non-recurring, non-cash expenses) for management reporting and EBITDA adjustments
  • Proficient with Power BI or similar tools for dashboard creation, executive-level reporting, and data visualization
  • Experience working with stakeholders in Private Equity-backed environments or public companies
  • Experience in systems implementation
What We Offer

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include:

  • Medical, Rx, Dental & Vision Insurance
  • Personal and Family Sick Time & Company Paid Holidays
  • Position may be eligible for a discretionary variable incentive bonus
  • Parental Leave and Adoption Assistance
  • 401(k) Retirement Plan
  • Basic Life & Supplemental Life
  • Health Savings Account, Dental/Vision & Dependent Care
  • Flexible Spending Accounts
  • Short-Term & Long-Term Disability
  • Student Loan PayDown Tuition Reimbursement, Personal Development & Learning Opportunities
  • Skills Development & Certifications
  • Employee Referral Program
  • Corporate Sponsored Events & Community Outreach
  • Emergency Back-Up Childcare Program
  • Mobility Stipend
About Guidehouse

Guidehouse is an Equal Opportunity Employer–Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.

Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.

Guidehouse is a global AI-led professional services firm delivering advisory, technology, and managed services to the commercial and government sectors. With an integrated business technology approach, Guidehouse drives efficiency and resilience in the healthcare, financial services, energy, infrastructure, and national security markets. Built to help clients across industries outwit complexity, the firm brings together approximately 18,000 professionals to achieve lasting impact and shape a meaningful future.

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