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Financial Associate Jobs in Excelsior, MN (NOW HIRING)

5 Legal

Leveraged Finance Associate

Minneapolis, MN

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 ...

RIA Recruiting

Associate Financial Planner

Edina, MN · Hybrid

$80K - $90K/yr

Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We provide comprehensive wealth ...

RIA Recruiting

Associate Financial Planner

Edina, MN · On-site

$80K - $90K/yr

Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We provide comprehensive wealth ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Excelsior, MN

Financial Associate information

See Excelsior, MN salary details

$34.1K

$78.7K

$154.3K

How much do financial associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for financial associate in Excelsior, MN is $78,677.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,900.00 and $86,100.00 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 Excelsior, MN?

The most popular types of Financial jobs in Excelsior, MN are:

What cities near Excelsior, MN are hiring for Financial Associate jobs?

Cities near Excelsior, MN with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Excelsior, MN as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $78,677 per year, or $37.8 per hour.

Financial Analyst/ Pricing Analyst

Collabera

Eagan, MN

Contractor

Re-posted 25 days ago

Job description

Company Description

About Collabera:


Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. 


Job Description

Job Description:

Title: Financial/Pricing Analyst

Duration: 6+ Months

Location: Eagan, MN - 55123


Description: 

Legal/CVM/Senior Financial Analyst


Key Responsibilities:

Implement the special offer contract new/renewal process, including the gathering of account-level information in cooperation with SAM, reviewing special offer performance data to determine which segment strategies and programs are most likely to lead to successful renewal, and working through implementation issues with Order Fulfillment and Product & Pricing Service to ensure appropriate account set-up and billing. The Analyst will also act as a resource for determining new processes as additional programs and initiatives are launched. 

Work with Strategic Marketing to develop and implement pricing/content programs that lead to optimal contract sales and renewals. This includes providing feedback about the current market environment, implementing segment programs, and working through implementation issues as programs are expanded and fine-tuned to fit market needs. 

Assist SAM in the sale and renewal of special offer Westlaw contracts. This involves analyzing usage/revenue trends, customer content needs, and market pricing trends and contracting needs. The analyst is also responsible for maintaining a contract management database, which houses information about contract terms and provides data for monthly financial reporting and ensures adherence to SOX reporting and compliance.

Act as an advisor to various groups regarding the performance and direction of special offer Westlaw contracts. This includes training certain groups about the types of contracts we write, how programs related to special offer contracts are intended to work, and how the special offer process works generally. The Analyst is also a key resource for special offer reporting and analysis. 

Identify opportunities for improving special offer processes and performance, and take on additional projects as assigned by lead/ manager.


Qualifications, Experience, Knowledge and Skills:

Bachelor's degree in business, finance, accounting or other relevant major required; MBA and/or knowledge of legal industry is a plus.

5-8 years experience in a Finance and/or contract pricing environment

Proven experience in financial accounting, management accounting, financial analysis, financial modeling, planning, forecasting and management reporting

Detail orientated with strong analytical and quantitative skills

Excellent written, oral, analytical and technical skills

Highly motivated with the ability to work on a team as well as independently and drive results

Proven experience in use and application of Excel and Powerpoint

Strong communication, presentation and negotiation skills 

Basic knowledge of Thomson West products



Ashish Biyala

314-942-5484


How to Apply For This Position: 

Please contact Ashish Biyala on 314-942-5484 for further details


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Qualifications

Financial Analysis, Pricing Analysis, Planning, Forecasting, Accounting

Additional Information

Feel free to call me 

Ashish Biyala

314-942-5484

Apply