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Financial Associate Jobs in Lexington, KY (NOW HIRING)

Pro2Serve

Senior Financial Analyst

Lexington, KY · On-site

$74K - $93K/yr

Login Now Senior Financial Analyst Job Code:2026-ETA-042 Location:Lexington, KY Division:PPPO DOE Contract Duration:Direct Hire Company Description: ETAS Inc. has upcoming opportunity for Senior ...

Pro2Serve

Senior Financial Analyst V

Lexington, KY · On-site

$74K - $93K/yr

Login Now Senior Financial Analyst V Job Code:2026-ETA-044 Location:Lexington, KY Division:PPPO DOE Contract Duration:Direct Hire Company Description: ETAS Inc. has upcoming opportunity for Senior ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Lexington, KY

Financial Associate information

See Lexington, KY salary details

$26.2K

$60.4K

$118.5K

How much do financial associate jobs pay per year?

As of Aug 24, 2026, the average yearly pay for financial associate in Lexington, KY is $60,439.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,900.00 and $66,100.00 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 Lexington, KY?

The most popular types of Financial jobs in Lexington, KY are:

What are popular job titles related to Financial Associate jobs in Lexington, KY?

For Financial Associate jobs in Lexington, KY, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Lexington, KY look for?

The top searched job categories for Financial Associate jobs in Lexington, KY are:

What cities near Lexington, KY are hiring for Financial Associate jobs?

Cities near Lexington, KY with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Lexington, KY as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $60,439 per year, or $29.1 per hour.

Labor Productivity Specialist - Financial Planning and Analysis - Full Time - 1st Shift

Ephraim McDowell Health

Danville, KY • On-site

Full-time

Re-posted 25 days ago

Job description

JOB SUMMARY:
The Labor Productivity / Special Projects Analyst serves as a strategic resource supporting executive leadership through workforce analytics, labor productivity monitoring, operational reporting, and special projects. This position is responsible for analyzing staffing and productivity data, identifying opportunities for operational improvement, developing executive dashboards and reports, and providing education and support to leaders regarding workforce planning and labor management initiatives. The analyst partners closely with Finance, Operations, Human Resources, and department leadership to drive informed decision making and organizational efficiency.
ESSENTIAL FUNCTIONS, DUTIES AND RESPONSIBILITIES:
  1. Develop and maintain labor productivity, staffing, and workforce management reports and dashboards.
  2. Analyze staffing patterns, labor utilization, overtime, agency usage, and productivity metrics across the organization.
  3. Provide operational leaders with timely and actionable data to support staffing and productivity decisions.
  4. Monitor organizational performance against established productivity and labor management goals.
  5. Identify trends, opportunities, and risks through analysis of workforce and operational data.
  6. Assist leadership with workforce planning initiatives and staffing optimization strategies.
  7. Develop executive level reports, scorecards, and presentations to communicate key performance indicators.
  8. Educate and train leaders on productivity standards, staffing metrics, labor management principles, and reporting tools.
  9. Collaborate with Finance, Human Resources, and Operational leadership to ensure data integrity and reporting accuracy.
  10. Perform ad hoc reporting, data analysis, and special projects as assigned by executive leadership.
  11. Assist in the development and implementation of labor management processes and operational improvement initiatives.
  12. Maintain confidentiality of sensitive organizational, financial, and personnel information.
  13. Exhibits the F.I.R.S.T. values (Friendliness, Innovation, Respect, Service, and Trust)
  14. Performs other related duties as assigned

WORKING CONDITIONS, HAZARDS AND PHYSICAL EFFORT:
Work is primarily performed in an office environment utilizing computer systems and standard office equipment. The incumbent must be able to sit, stand, walk, communicate effectively, and operate a computer for extended periods of time. Occasional travel between system facilities and attendance at meetings, educational programs, or conferences may be required. The position is subject to deadlines, competing priorities, and periods of increased workload. Exposure to blood, body fluids, or other potentially infectious materials is not routinely expected but may occur in a healthcare environment. Must be able to lift up to 25 pounds independently.
CONTACTS WITH OTHERS:
Frequent interaction with executive leadership, administrative staff, department directors, managers, physicians, associates, and external vendors. Regular collaboration with Finance, Operations, Human Resources, Information Technology, and other departments is required to support organizational reporting, workforce planning, productivity initiatives, and strategic decision making.
EQUIPMENT USED/SPECIAL SKILLS REQUIRED:
Advanced analytical, organizational, and problem-solving skills. Ability to analyze large data sets and translate findings into actionable recommendations for leadership. Strong written, verbal, and presentation skills required. Demonstrated ability to develop dashboards, scorecards, productivity reports, and executive-level presentations. Ability to manage multiple priorities and work independently on complex projects. Experience with spreadsheet applications, financial systems, payroll systems, scheduling systems, and reporting platforms preferred.
Three to five years of progressively responsible experience in healthcare operations, finance, workforce analytics, business intelligence, productivity management, or a related field required. Experience analyzing complex data and presenting findings to operational and executive leadership required.

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