... as Senior Associate (SA) of Finance Operations. This role offers a unique opportunity to work ... Oversee financial reporting compliance for 3-5 portfolio companies * Review monthly financials ...
... as Senior Associate (SA) of Finance Operations. This role offers a unique opportunity to work ... Oversee financial reporting compliance for 3-5 portfolio companies * Review monthly financials ...
We're seeking a strategic and collaborative finance leader to join our team as Senior Associate (SA ... Oversee financial reporting compliance for 3-5 portfolio companies * Review monthly financials ...
We're seeking a strategic and collaborative finance leader to join our team as Senior Associate (SA ... Oversee financial reporting compliance for 3-5 portfolio companies * Review monthly financials ...
... as Senior Associate (SA) of Finance Operations. This role offers a unique opportunity to work ... Oversee financial reporting compliance for 3-5 portfolio companies * Review monthly financials ...
... as Senior Associate (SA) of Finance Operations. This role offers a unique opportunity to work ... Oversee financial reporting compliance for 3-5 portfolio companies * Review monthly financials ...
Associate CFO/UKHC
Lexington, KY ยท On-site
$156K - $294K/yr
Posting Details Posting Details Job Title Associate CFO/UKHC Requisition Number RE55121 Working Title Associate CFO Department Name H3998:EVPHA Finance Work Location Lexington, KY Grade Level 18 ...
Associate CFO/UKHC
Lexington, KY ยท On-site
$156K - $294K/yr
Posting Details Posting Details Job Title Associate CFO/UKHC Requisition Number RE55121 Working Title Associate CFO Department Name H3998:EVPHA Finance Work Location Lexington, KY Grade Level 18 ...
Associate CFO/UKHC
$156K - $294K/yr
Posting Details Job Title Associate CFO/UKHC Requisition Number RE55121 Working Title Associate CFO Department Name H3998:EVPHA Finance Work Location Lexington, KY Grade Level 18 Salary Range $156 ...
Associate CFO/UKHC
$156K - $294K/yr
Posting Details Job Title Associate CFO/UKHC Requisition Number RE55121 Working Title Associate CFO Department Name H3998:EVPHA Finance Work Location Lexington, KY Grade Level 18 Salary Range $156 ...
Accountant Financial Analyst, Associate
Lexington, KY ยท On-site
$44K - $71K/yr
Posting Details Posting Details Job Title Accountant Financial Analyst, Associate Requisition Number RE55167 Working Title Department Name 3A600:Research Financial Services Work Location Lexington ...
Accountant Financial Analyst, Associate
Lexington, KY ยท On-site
$44K - $71K/yr
Posting Details Posting Details Job Title Accountant Financial Analyst, Associate Requisition Number RE55167 Working Title Department Name 3A600:Research Financial Services Work Location Lexington ...
Accountant Financial Analyst, Associate
$44K - $71K/yr
Posting Details Job Title Accountant Financial Analyst, Associate Requisition Number RE55167 Working Title Department Name 3A600:Research Financial Services Work Location Lexington, KY Grade Level 44 ...
Accountant Financial Analyst, Associate
$44K - $71K/yr
Posting Details Job Title Accountant Financial Analyst, Associate Requisition Number RE55167 Working Title Department Name 3A600:Research Financial Services Work Location Lexington, KY Grade Level 44 ...
Financial Consultant
Lexington, KY ยท On-site
$75K - $100K/yr
We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations ...
Financial Consultant
Lexington, KY ยท On-site
$75K - $100K/yr
We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations ...
Financial Consultant
Lexington, KY ยท On-site
$72K - $95K/yr
We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations ...
Financial Consultant
Lexington, KY ยท On-site
$72K - $95K/yr
We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations ...
Financial Consultant
Lexington, KY ยท On-site
$72K - $95K/yr
We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations ...
Financial Consultant
Lexington, KY ยท On-site
$72K - $95K/yr
We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations ...
Financial Advisor - Lexington, KY
Lexington, KY ยท On-site +1
May include up to 25% travel. #LI-CBF #LI-KE1 This role is deemed a "covered associate" under SEC ... At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our ...
Financial Advisor - Lexington, KY
Lexington, KY ยท On-site +1
May include up to 25% travel. #LI-CBF #LI-KE1 This role is deemed a "covered associate" under SEC ... At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our ...
Financial Representative
Lexington, KY ยท On-site
A Financial Representative must educate their clients, assess their clients' needs, and sell ... Demonstrated experience working within a team composed of associates who are at various levels of ...
Financial Representative
Lexington, KY ยท On-site
A Financial Representative must educate their clients, assess their clients' needs, and sell ... Demonstrated experience working within a team composed of associates who are at various levels of ...
May include up to 25% travel. #LI-CBF #LI-KE1 This role is deemed a "covered associate" under SEC ... At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our ...
May include up to 25% travel. #LI-CBF #LI-KE1 This role is deemed a "covered associate" under SEC ... At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our ...
Financial Representative
Lexington, KY ยท On-site
A Financial Representative must educate their clients, assess their clients' needs, and sell ... Demonstrated experience working within a team composed of associates who are at various levels of ...
Financial Representative
Lexington, KY ยท On-site
A Financial Representative must educate their clients, assess their clients' needs, and sell ... Demonstrated experience working within a team composed of associates who are at various levels of ...
Financial Representative
Lexington, KY ยท On-site
A Financial Representative must educate their clients, assess their clients' needs, and sell ... Demonstrated experience working within a team composed of associates who are at various levels of ...
Financial Representative
Lexington, KY ยท On-site
A Financial Representative must educate their clients, assess their clients' needs, and sell ... Demonstrated experience working within a team composed of associates who are at various levels of ...
Financial Planning Advisor-Lexington, KY
Lexington, KY ยท On-site
$84K - $110K/yr
We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations ...
Financial Planning Advisor-Lexington, KY
Lexington, KY ยท On-site
$84K - $110K/yr
We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations ...
Financial Services Coordinator
$18 - $20/hr
High school diploma or GED (associate's degree in accounting, business, or a related field is a plus) * Some experience with payroll, bookkeeping, or financial records preferred * Experience with ...
Quick apply
Financial Services Coordinator
$18 - $20/hr
High school diploma or GED (associate's degree in accounting, business, or a related field is a plus) * Some experience with payroll, bookkeeping, or financial records preferred * Experience with ...
IP Finance and Compliance Officer Assoc
Lexington, KY ยท On-site
$48K - $79K/yr
Posting Details Posting Details Job Title IP Finance and Compliance Officer Assoc Requisition ... Maintain financial records, process invoices and payments, and assist with revenue distribution ...
IP Finance and Compliance Officer Assoc
Lexington, KY ยท On-site
$48K - $79K/yr
Posting Details Posting Details Job Title IP Finance and Compliance Officer Assoc Requisition ... Maintain financial records, process invoices and payments, and assist with revenue distribution ...
IP Finance and Compliance Officer Assoc
Lexington, KY ยท On-site
$48K - $79K/yr
Posting Details Job Title IP Finance and Compliance Officer Assoc Requisition Number RE55117 ... Maintain financial records, process invoices and payments, and assist with revenue distribution ...
IP Finance and Compliance Officer Assoc
Lexington, KY ยท On-site
$48K - $79K/yr
Posting Details Job Title IP Finance and Compliance Officer Assoc Requisition Number RE55117 ... Maintain financial records, process invoices and payments, and assist with revenue distribution ...
Financial Crime Review Analyst
$18.75 - $35.75/hr
Associate's degree and/or Bachelor's Degree. * Certified Anti-Money Laundering Specialists (CAMS), or other relevant professional certification. * Experience performing AML and financial crime ...
Financial Crime Review Analyst
$18.75 - $35.75/hr
Associate's degree and/or Bachelor's Degree. * Certified Anti-Money Laundering Specialists (CAMS), or other relevant professional certification. * Experience performing AML and financial crime ...
Financial Associate information
See Ford, KY salary details
$26.4K - $34.8K
10% of jobs
$42K is the 25th percentile. Wages below this are outliers.
$34.8K - $43.2K
18% of jobs
The median wage is $50.6K / yr.
$43.2K - $51.7K
26% of jobs
$51.7K - $60.1K
19% of jobs
$62.2K is the 75th percentile. Wages above this are outliers.
$60.1K - $68.6K
11% of jobs
$68.6K - $77K
10% of jobs
$77K - $85.5K
3% of jobs
$85.5K - $93.9K
2% of jobs
$93.9K - $102.3K
1% of jobs
$102.3K - $110.8K
1% of jobs
$110.8K - $119.2K
0% of jobs
$26.4K
$60.8K
$119.2K
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?

Full-time
Re-posted 14 days ago
Job description
We’re seeking a strategic and collaborative finance leader to join our team as Senior Associate (SA) of Finance Operations. This role offers a unique opportunity to work closely with portfolio companies, investment teams, and senior leadership to drive financial excellence and operational efficiency. Based in Lexington, KY, the SA will play a pivotal role in shaping financial processes, supporting key transactions, and fostering strong relationships across our organization.
Portfolio Company Management
- Oversee financial reporting compliance for 3–5 portfolio companies
- Review monthly financials, management discussions, and cash flow forecasts
- Support onboarding of new portfolio companies and CFOs
- Identify and implement improvements in financial close and reporting processes
Reporting and Analysis
- Provide financial insights and ad hoc analysis to senior leadership
- Support internal and external reporting processes
- Drive system and process improvements for reporting efficiency
- Lead or contribute to financial planning and analysis projects
Due Diligence and Pre-Transaction
- Participate in due diligence and integration planning for acquisitions
- Assist CFOs in preparing for exits and transaction readiness
- Understand and apply quality of earnings analyses
- Collaborate with investment teams on financial readiness
Executive Management
- Interview and support hiring of CFOs for portfolio companies
- Build trusted relationships with portfolio company leadership
- Coordinate executive onboarding and assessments
- Execute strategic projects aligned with organizational goals
Budget and Hoshin
- Establish and communicate budget timelines and expectations
- Review annual budgets and provide feedback to deal teams
- Support strategic planning and alignment of financial goals
- Monitor compliance with budgeting and performance plans
Board of Directors Activities
- Prepare financial materials for Board meetings.
- Ensure alignment of performance data with board standards
- Attend Board meetings and support related communications
Business Development
- Maintain relationships with industry contacts and firms
- Share potential deal opportunities with the Business Development team
- Represent the firm at industry conferences and events
Administrative Activities
- Support financial system implementations and reporting transitions
- Present at internal conferences and assist with communications
- Track time and expenses related to portfolio company activities
- Coordinate travel and logistics with administrative support
Execution & Accountability
- Own financial reporting processes for assigned portfolio companies
- Ensure timely and accurate submission of reports and expenses
- Communicate effectively with portfolio stakeholders
- Drive initiatives that support organizational goal
- 6+ years of experience in finance, accounting, consulting, or transaction advisory services
- Bachelor’s degree in Finance, Business, Engineering, Accounting, or a related field
- Strong understanding of financial statements and accounting principles
- Proven leadership experience with executive presence
- Ability to manage multiple priorities and communicate effectively across teams
- Familiarity with investment metrics (IRR, MOIC, DPI) and fund accounting is a plus
About MiddleGround Capital
Sourced by ZipRecruiter
Industry
Investment clubs and venture capital companies
Company size
11 - 50 Employees
Headquarters location
Lexington, KY, US
Year founded
2018