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Financial Associate Jobs in Lawrence, KS (NOW HIRING)

Support the financial planning process, including budgets, re-forecasts, and capital planning * Provide monthly variance analysis of financial statements * Support external reporting with accurate ...

Support the financial planning process, including budgets, re-forecasts, and capital planning * Provide monthly variance analysis of financial statements * Support external reporting with accurate ...

Our Accounting and Finance Career Program is an accelerated leadership development program designed to provide top college graduates with a path toward key business leadership roles. This program ...

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Our Accounting and Finance Career Program is an accelerated leadership development program designed to provide top college graduates with a path toward key business leadership roles. This program ...

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Financial Associate information

See Lawrence, KS salary details

$28.8K

$66.4K

$130.1K

How much do financial associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial associate in Lawrence, KS is $66,363.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,200.00 and $72,600.00 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 Lawrence, KS?

The most popular types of Financial jobs in Lawrence, KS are:

What are popular job titles related to Financial Associate jobs in Lawrence, KS?

For Financial Associate jobs in Lawrence, KS, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Lawrence, KS look for?

The top searched job categories for Financial Associate jobs in Lawrence, KS are:

What cities near Lawrence, KS are hiring for Financial Associate jobs?

Cities near Lawrence, KS with the most Financial Associate job openings:

Infographic showing various Financial Associate job openings in Lawrence, KS as of August 2026, with employment types broken down into 80% Full Time, 17% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $66,363 per year, or $31.9 per hour.

$10K/mo

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New


Job description

Department:Institutional Finance: Student Financial Accounting

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Student Financial AccountingPosition Title:Associate Finance AnalystJob Family Group: Professional StaffJob Description Summary:The Associate Finance Analyst is responsible for performing a variety of accounting and student financial services functions, including preparing manual bank reconciliations and quarterly reconciliations for federal and state grants and loans. This role manages general ledger reconciliations related to student and third party receivables and tuition, processes monthly ECSI loan refunds, and updates loan holds within Enroll & Pay. The position also assists with state and federal loan programs, including annual Perkins loan assignments and ongoing state loan management. The role provides customer service by responding to student inquiries via phone, email, and in person. Additionally, the position assists the Assistant Director of Accounting & Finance and the Student Accounting Manager with special projects and performs other duties as assigned.Job Description:

    Job Duties Outlined

    • Prepare the manual bank reconciliation.

    • Prepare quarterly reconciliation of federal and state grants.

    • Prepare a quarterly reconciliation of federal loans.

    • Assist with state loan management.

    • Prepare general ledger reconciliations related to student and third-party receivables and tuition.

    • Process monthly ECSI loan refunds. Add and remove loan holds in Enroll & Pay, as necessary.

    • Assist with Perkins loan assignments on an annual basis.

    • Answer in person, phone, and email questions from students with billing questions.

    • Support Assistant Director of Accounting and Finance and Student Accounting Manager with special projects and other requests as needed.

    This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. It is only a summary of the typical functions of the job, not an exhaustive list of all possible job responsibilities, tasks, duties, and assignments. Furthermore, job duties, responsibilities and activities may change at any time with or without notice.

    Required Qualifications

    Education: Bachelor's degree in accounting.

    This position requires a formal degree in the cited discipline area(s) to ensure that candidates have advanced knowledge, analytical skills and professional competencies necessary to perform the duties of the position. The level of degree is commonly recognized as the standard qualification for similar roles in the public and private sector, ensuring that the university remains competitive with industry aligned practices, enhances collaboration with external partners, and supports the delivery of services and programs that meet professional and market-driven expectations.

    Work Experience:

    • Three (3) years of relevant work experience.

    • Experience analyzing/tracking reports.

    Preferred Qualifications

    Work Experience:

    • Experience using Workday.

    • Experience using Enroll & Pay.

    • Experience with complex accounting reconciliations.

    • Experience working with various populations.

    • Professional experience in higher education finance and fund accounting.

    Skills

    • Financial policies.

    • Analytical thinking.

    • Detail-oriented.

    • Communication.

    • Customer-service.

    • Time management.

    • Teamwork.

    • Independent work.

    • Problem-solving.

    • Decision-making skills.

    • Computer skills.

    Required Documents

    • Resume/CV

    • Cover Letter

    Comprehensive Benefits Package:

    Coverage begins on day one for health, dental, and vision insurance and includes health expense accounts with generous employer contributions if the employee participates in a qualifying health plan. Employer-paid life insurance, long-term disability insurance, and various additional voluntary insurance plans are available. Paid time off, including vacation and sick, begins accruing upon hire, plus ten paid holidays. One paid discretionary day is available after six months of employment, and paid time off for bereavement, jury duty, military service, and parental leave is available after 12 months of employment. A retirement program with a generous employer contribution and additional voluntary retirement programs (457 or 403b) are available. https://www.kumc.edu/human-resources/benefits.html

    Employee Type: RegularTime Type: Full timeRate Type: Salary

    Compensation Statement:

    The pay range listed for this position is determined by our compensation program using market data and salary benchmarking. A combination of factors is considered in making compensation decisions including, but not limited to, education, experience and training, qualifications relative to the requirements of the position, and funding. At the University of Kansas Medical Center, a reasonable estimate for the starting pay range will be the minimum to midpoint of the posted range, taking into account the combination of factors listed above.

    Pay Range:$70,200.00 - $105,300.00

    Minimum

    $70,200.00

    Midpoint

    $87,700.00

    Maximum

    $105,300.00