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Financial Associate Jobs in Forest, VA (NOW HIRING)

L3HHCM20

Senior Associate, Finance

Lynchburg, VA · On-site

$57K - $107K/yr

Key responsibilities include incorporating Bills of Material into the financial template, leading ... Associates Degree and a minimum of 6 years of prior related experience. Graduate Degree or ...

L3HHCM20

Sr Associate, Program Finance 1

Lynchburg, VA · On-site

$57K - $107K/yr

Job Title: Senior Associate, Program Finance Job Code: 41054 Job Location: Lynchburg, VA Job ... In this role, you will regularly communicate financial position of programs to management, while ...

H&R Block

Tax Associate

Madison Heights, VA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Forest, VA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Lynchburg, VA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Vinton, VA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Brookneal, VA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Lynchburg, VA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

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Financial Associate information

See Forest, VA salary details

$25.6K

$59K

$115.7K

How much do financial associate jobs pay per year?

As of Sep 1, 2026, the average yearly pay for financial associate in Forest, VA is $59,020.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,900.00 and $64,600.00 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 Forest, VA?

The most popular types of Financial jobs in Forest, VA are:

What job categories do people searching Financial Associate jobs in Forest, VA look for?

The top searched job categories for Financial Associate jobs in Forest, VA are:

What cities near Forest, VA are hiring for Financial Associate jobs?

Cities near Forest, VA with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Forest, VA as of June 2026, with employment types broken down into 70% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $59,020 per year, or $28.4 per hour.

Senior Associate, Finance

Lynchburg, VA • On-site

L3HHCM20
See more jobs at L3HHCM20external

$57K - $107K/yr

Full-time

Medical, Retirement, PTO

Posted 6 days ago

Job description

Job Title: Senior Associate, Program Finance (Bids & Proposals Financial Analyst)

Job Code: 42545

Job Location: Lynchburg, VA

Job Schedule: 9/80 Employees work 9 out of every 14 days- totaling 80 hours working- and have every other Friday off 

Job Description:

Support the front end of the business as a financial analyst on bids and proposals going through the Public Safety and Professional Communications Proposal Center.  Must be comfortable in a dynamic, fast paced environment with the ability to prioritize and multi-task while working on multiple proposal teams simultaneously.

Essential Functions:

  • As an integral member on proposal teams, reviewing and understanding RFP documents for requirements such as base and optional scope, terms and conditions, bonds, customer directed price page format, etc., is instrumental in supporting the proposal process and deliverables. 
  • Key responsibilities include incorporating Bills of Material into the financial template, leading proposal cost scrubs, gross margin analysis and cash flow modeling to achieve or exceed the established targets, prepare financial charts, address questions, perform what-if analysis during pricing meetings and translate the solution to customer facing price pages.  
  • While being consultative throughout the process, educate and prepare Sales to present financial data for internal price reviews and customer facing meetings.
  • The analyst will continue with financial support on post-submittal activities to include customer evaluation questions, oral interviews, scope changes and negotiations.  Upon contract, the analyst is responsible for revision control and turning over the final "as sold" financial file for execution and implementation.
  • Take full ownership and accountability on all proposals assigned with the ability to effectively communicate to management on key proposal information, status updates, financials and required approval meetings per the Delegation of Authority.
  • Proposal schedules and follow-on support may require availability during non-standard hours on occasion. Other responsibilities include but are not limited to metrics, audit support and process improvements.

Qualifications:

  • Bachelor's Degree in Finance, Accounting Business or related discipline and a minimum of 2 years of prior related experience or 2 years post-Secondary/ Associates Degree and a minimum of 6 years of prior related experience. Graduate Degree or equivalent with 0 to 2 years of prior related experience.

Preferred Additional Skills:

  • Demonstrated ability to manage multiple concurrent proposal tasks and prioritize them appropriately
  • Self-motivated team player, able to set priorities and manage to deadlines
  • Excellent communication and customer service skills
  • Minimum intermediate Excel skills including PivotTables, conditional formatting, lookup funcitons, and data analysis


In compliance with pay transparency requirements, the salary range for this role Virginia is [$57,500 - $107,500]. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. L3Harris also offers a variety of benefits, including health and disability insurance, 401(k) match, flexible spending accounts, EAP, education assistance, parental leave, paid time off, and company-paid holidays. The specific programs and options available to an employee may vary depending on date of hire, schedule type, and the applicability of collective bargaining agreements. 

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