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Financial Associate Jobs in Forney, TX (NOW HIRING)

Jobot

Banking & Finance Associate Attorney

Dallas, TX · Hybrid

$185K - $300K/yr

Associates work directly with senior attorneys on live deals, with structured mentorship in ... with financial and accounting issues related to commercial loans and fixed-income debt a plus ...

Vaco LLC

Fund Associate

Dallas, TX · On-site

Fund Finance Associate Dallas, TX - hybrid, 2 days onsite. One of Vaco's clients, a growing investment management firm, is seeking a Fund Finance Associate to support the accounting and financial ...

L3Harris Technologies

Sr Associate, Finance

Plano, TX

$67K - $124K/yr

Senior Associate, Finance Job Code: 43080 Job Location: Onsite in one of the following locations ... Support the financial analysis and review of proposal costs, risks, and opportunities during cost ...

New

Pwc

Oracle Cloud Finance - Senior Associate

Dallas, TX

$77K - $202K/yr

... financial processes such as general ledger, accounts payable, accounts receivable, and cash ... As a Senior Associate, you will focus on building meaningful client connections and learning how to ...

5 Legal

Corporate Finance Associate

Dallas, TX

A leading international law firm and top 100 Am Law firm seeks two associates to join their Corporate Finance Practice Area in their Chicago, New York, Atlanta, Miami, or Dallas offices. Qualified ...

AO Globe Life

Financial Services Associate

Garland, TX · On-site +1

$90K - $119K/yr

Position Overview AO Globe Life is seeking a Financial Services Associate to help clients explore insurance protection options for themselves and their families. In this fully remote role, you will ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Forney, TX

Financial Associate information

See Forney, TX salary details

$27.5K

$63.4K

$124.3K

How much do financial associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for financial associate in Forney, TX is $63,394.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $69,400.00 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 Forney, TX?

The most popular types of Financial jobs in Forney, TX are:

What job categories do people searching Financial Associate jobs in Forney, TX look for?

The top searched job categories for Financial Associate jobs in Forney, TX are:

What cities near Forney, TX are hiring for Financial Associate jobs?

Cities near Forney, TX with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Forney, TX as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $63,394 per year, or $30.5 per hour.

Associate, Strategic Finance

Oscar Health

Dallas, TX • Remote

$96K - $127K/yr

Full-time

PTO

Re-posted 18 days ago

Oscar Health rating

6.9

Company rating: 6.9 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

264th of 315 rated insurance

Job description

Hi, we're Oscar. We're hiring an Associate, Strategic Finance to join our FP&A team.

Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves-one that behaves like a doctor in the family.

About the role:

The Associate, Strategic Finance supports financial planning, analytics, and business insights for the business (i.e. Corporate, Operations, Technology division). You will work with Finance leaders on business reviews, full-year projections, and strategic partnership with business leadership. You will create new reporting, and analytical insights to ensure visibility into business spending patterns, projections, and presents findings to multiple levels of leadership.

You will report into the Senior Director, Strategic Finance & Corporate Development.

Work Location: This is a remote position, open to candidates who reside in: Dallas, TX. You will be fully remote; however, our approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area. #LI-Remote

Pay Transparency: The base pay for this role is: $96,876 - $127,149 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses.

Responsibilities:

  • Craft recommendations using a data-driven approach combined with business intuition for senior executives to make pricing decisions that influence our growth and bottom-line
  • Support build of models and tooling that produce relevant business insights, including competitive intelligence insights and scenario modeling
  • Collaborate with Actuarial, Regional Leaders, Plan Design and Sales teams to develop portfolio strategy for each Oscar market
  • Identify and research profitability tradeoffs, market trends, and membership insights to help guide company-wide strategic decisions
  • Source, organize, and analyze data to support all strategic programs in the team
  • Monitor important metrics and identify latest trends around the ACA landscape for leadership to help quickly inform tactics during selling season
  • Report intra-year membership analytics to leadership to understand health of the business
  • Compliance with all applicable laws and regulations
  • Other duties as assigned

Requirements:

  • Bachelor's degree in Finance, Economics, or Actuarial or equivalent work experience
  • 4+ years of finance experience including experience in Healthcare, Consulting, Insurance or Financial Services
  • 2+ years of experience with google products - Sheets, Docs and Slides or Microsoft products.
  • 2+ years of experience working with C-level executives.

Bonus points:

  • MBA in finance, MS in Financial Analysis
  • Experience in the managed care, healthcare or insurance
  • Proficiency in SQL/BigQuery to analyze large datasets
  • Proficiency working with NetSuite and Adaptive

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