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Financial Associate Jobs in Kettering, OH (NOW HIRING)

PNC Bank

Finance Associate

Miamisburg, OH · On-site

As a Finance Associate within PNC's [name of division] organization, you will be based in ... Prepares key financial forecasts, metric-driven performance dashboards, and strategic business ...

Compass Group

FINANCIAL ANALYST

Dayton, OH · Remote

With more than 31,000 associates nationwide, Morrison uses the Power of Food to create personalized ... The Financial Analyst will work with finance staff report and monitor a key financial and non ...

New

Compass Group

FINANCIAL ANALYST

Dayton, OH · Remote

With more than 31,000 associates nationwide, Morrison uses the Power of Food to create personalized ... The Financial Analyst will work with finance staff report and monitor a key financial and non ...

New

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All JobsFinancial Associate JobsFinancial Associate Jobs in Kettering, OH

Financial Associate information

See Kettering, OH salary details

$27.2K

$62.7K

$123K

How much do financial associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial associate in Kettering, OH is $62,713.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,600.00 and $68,600.00 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 Kettering, OH?

The most popular types of Financial jobs in Kettering, OH are:

What job categories do people searching Financial Associate jobs in Kettering, OH look for?

The top searched job categories for Financial Associate jobs in Kettering, OH are:

What cities near Kettering, OH are hiring for Financial Associate jobs?

Cities near Kettering, OH with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Kettering, OH as of August 2026, with employment types broken down into 81% Full Time, 17% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $62,713 per year, or $30.2 per hour.

Financial Associate (Business/ Cashier Office)- 20079089

Ohio Department of Taxation

Dayton, OH • On-site

Full-time

Posted 2 days ago

New

Job description

This is a reposting... If you applied previously, you must apply again to be considered.

What You'll Do: 

This position works under immediate supervision and requires some knowledge of accounting systems and procedures
Performs data entry chartfield coded Request to Purchases into OAKS
Processes vouchers in OAKS for EDI, payment card, capital payments and 5% of other assigned vouchers
Submits assigned invoices with attached supporting documentation to Ohio Shared Services (OSS) for processing the OAKS voucher (e.g., OAKS, Excel Spreadsheet, Word)
Prepares local funds for voucher payments
Validates all types of vouchers for management approval
Validations of invoices include but are not limited to: determines accuracy, remittances and validity of invoices, and prepares vouchers for invoice payments or disbursement of funds
Verifies mathematical accuracy, quantity of goods purchased and received, purchase price, applicable discounts, and freight charges
Reconciles discrepancies
Verifies appropriation sources
Matches invoices to delivery receipts and purchase orders
Places invoices in recaps, determining total amount of recap and voucher numbers
Verifies accuracy of money remitted
Forwards invoices to appropriate divisions prior to processing the voucher for approval
Obtain all types of receivers through electronic signature approval, email, signed invoices
Examines and verifies invoice calculations, delivery receipts and other supporting documentation
Utilizes resources to validate all types of invoices (e.g., retrieves data from OAKS FIN, CACTAS or other files and ledgers) information for financial reports
Prepares bi-weekly, monthly, quarterly and/or annual reports on accounts maintained
Posts, updates and balances ledgers and journals to include internal accounts for local funds, all types of purchase orders and encumbrance documents, transfers, cancellations, and vouchers payable
Posts receipts and balances accounts on daily/weekly/monthly basis
Reconciles internal accounts
Verifies management approval of the voucher through OAKS and/or local funds.
Performs variety of related clerical tasks (e.g., opens and sorts mail)
Composes and edits correspondence relative to assigned work
Maintains files
Operates equipment to generate typed reports and correspondence
Answers telephone inquiries
Greets customers
Responds to or refers complaints
Answers general inquiries within established guidelines)
Completes forms (e.g., purchase orders) and inventory levels and activity reports
Handles inventory control and asset depreciation.
Attends meetings and trainings
Assists other financial associates as directed by supervisor
Works on special projects and committees
Performs other duties as assigned.

Selection devises, proficiency testing and/or assessment may be used to determine if an applicant meets and is proficient I the minimum qualifications for this position.

18 mos. exp. or 18 mos. trg. in accounting &/or finance to include a basic level of experience in spreadsheet software. 
-Or completion of high school technical program in accounting; 6 mos. exp. or 6 mos. trg. in accounting or finance to include a basic level of experience in spreadsheet software.
-Or completion of associate core program in business administration, accounting, finance or related field.
-Or equivalent of Minimum Class Qualifications for Employment noted above.
Job Skills: Accounting and Finance, Payroll/Benefits Administration, Analyzation, Attention to Detail, Time Management, Teamwork, Customer Focus

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