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Financial Associate Jobs in Duluth, GA (NOW HIRING)

Top AmLaw 100 law firm seeks an associate to join their Finance Team in any of their New York, Charlotte, Atlanta, and Chicago offices. Qualified candidates will have 3-6 years of experience and will ...

Top 100 AmLaw firm seeks an associate to join their Banking & Finance Team in their Atlanta office. Ideal candidates will have large firm experience representing lending institutions and corporate ...

A leading national and international and top 100 Am Law top firm is looking for a highly qualified associate. Qualified candidates must have 5+ years of experience. Extensive experience in finance ...

... qualified associate to join their Corporate Debt Team. Syndicated lending, secured transactions, and other commercial finance transactions including cash flow credit facilities and ABL credit ...

Financial Controls Associate

Atlanta, GA ยท On-site

$70K - $80K/yr

Job Title: Financial Controls Associate FLSA Status: Exempt, Full-Time Salary: $70,000 - $80,000 - Depending on Qualifications Location: ATL Airport / Hybrid Position Description Summary: The ...

Financial Controls Associate

Atlanta, GA ยท On-site

$70K - $80K/yr

Job Title: Financial Controls Associate FLSA Status: Exempt, Full-Time Salary: $70,000 - $80,000 - Depending on Qualifications Location: ATL Airport / Hybrid Position Description Summary: The ...

How We Work As an Associate, Strategic Finance you will be expected to work in an in-office ... Developing new financial models and reporting tools * Partnering across finance and functional ...

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Financial Associate information

See Duluth, GA salary details

$28.1K

$64.8K

$127K

How much do financial associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for financial associate in Duluth, GA is $64,771.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,000.00 and $70,900.00 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 are the most commonly searched types of Financial jobs in Duluth, GA? The most popular types of Financial jobs in Duluth, GA are:
What are popular job titles related to Financial Associate jobs in Duluth, GA? For Financial Associate jobs in Duluth, GA, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Duluth, GA look for? The top searched job categories for Financial Associate jobs in Duluth, GA are:
What cities near Duluth, GA are hiring for Financial Associate jobs? Cities near Duluth, GA with the most Financial Associate job openings:
Infographic showing various Financial Associate job openings in Duluth, 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, 3% Hybrid, and 8% Remote job distribution, with an average salary of $64,771 per year, or $31.1 per hour.

Financial Reporting Associate

Rockefeller Capital Management

Atlanta, GA โ€ข On-site

Full-time

Re-posted 14 days ago


Job description

About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.
Position
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Financial Reporting
Associate. The Financial Reporting Associate will work with our Private Advisor team members and will interact directly and indirectly with high-net-worth clients and outside CPAs. The ideal candidate will have strong analytical and interpersonal skills.
Responsibilities
  • Prepare and analyze financial statements, balance sheets, and income statements for distribution to family clients, investors, lending institutions and other users.
  • Manage submissions for all financial reports and ensure accuracy and completeness.
  • Prepare monthly closing entries and reconcile accounting records.
  • Assist with special projects, including system implementations, and ad-hoc financial analyses.
  • Work with outside CPAs for tax planning and compliance and document management
  • Build relationships with clients and discuss financial and tax matters on aregular basis

Qualifications
  • Bachelor's degree in Accounting, Finance, or a related field.
  • CPA or other relevant certifications preferred.
  • Minimum of 2 years of experience in a finance related role.
  • Proficiency in accounting software and Microsoft Office applications, particularly Excel and QBO

Skills
  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills.
  • Ability to work independently and collaboratively in a team environment.
  • Detail-oriented with a high level of accuracy.

Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.