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Financial Associate Jobs in Midvale, UT (NOW HIRING)

We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations ...

We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations ...

What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...

What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...

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Financial Associate information

See Midvale, UT salary details

$28.8K

$66.4K

$130.2K

How much do financial associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for financial associate in Midvale, UT is $66,367.00, 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 Midvale, UT?

The most popular types of Financial jobs in Midvale, UT are:

What job categories do people searching Financial Associate jobs in Midvale, UT look for?

The top searched job categories for Financial Associate jobs in Midvale, UT are:

What cities near Midvale, UT are hiring for Financial Associate jobs?

Cities near Midvale, UT with the most Financial Associate job openings:

VP Financial Planning & Analysis- GM Financial Bank

GM Financial

Salt Lake City, UT • Hybrid

Full-time

Retirement

Re-posted 6 days ago


GM Financial rating

8.2

Company rating: 8.2 out of 10

Based on 43 frontline employees who took The Breakroom Quiz

54th of 174 rated vehicle equipment hire


Job description

Why GM Financial Bank?

GM Financial Bank is a newly formed bank. Team members joining now will play a pivotal role in shaping the bank, which will offer auto finance and deposit products. Joining GM Financial Bank means an opportunity to help build a customer-focused bank from the ground up. 

The VP Financial Planning and Analysis- GM Financial Bank provides direction for several primary areas: Financial Analysis, Financial Analysis and Planning, Cost Analysis and Activity Based Costing. This team member plans, directs and coordinates financial activities, providing accurate and timely financial and related statistical information to effectively maximize company profitability

What makes you an ideal candidate? 

  • Advanced knowledge of Activity Based Costing (ABC) and Standard Costing principles.
  • Proficiency with financial analysis systems, including Oracle, SAP, PeopleSoft, Hyperion, Cognos, and Everest.
  • Advanced expertise in financial modeling and valuation tools, including NPV and IRR.
  • Strong understanding of corporate finance and accounting principles.
  • Knowledge of auto lending products, including loans, leases, and floorplan financing.
  • Skilled in budgeting, forecasting, and trend-based financial planning.
  • Experience managing projects and implementing financial strategies and processes.
  • Advanced Excel skills, including macros, pivot tables, charting, and data analysis.
  • Ability to interpret financial documents and perform complex financial analysis.
  • Demonstrated leadership, communication, presentation, and business writing skills, with the ability to collaborate effectively across all management levels.
     

Additional Knowledge and Skills

Working effectively within an AI enabled environment:  

  • Ability to use AI tools (e.g., Microsoft Copilot) to support daily work
  • Skills in evaluating AI outputs for accuracy, compliance, and bias
  • Experience integrating AI into workflows to improve efficiency or insights
  • Familiarity with AI assisted research, summarization, and content generation
  • Understanding of responsible AI use, including ethics and data protection 

Work Experience & Education

  • Greater than 10 years ( advanced degrees and/or certifications may compensate for lesser experience) required
  • Bachelor's Degree in Finance, Accounting, Economics or Information Systems (additional business experience may compensate for lack of advanced degrees) required
  • Master's Degree Preferred

Working Conditions

What We Offer: Generous benefits package available on day one to include: 401K matching, bonding leave for new parents (12 weeks, 100% paid), training, GM employee auto discount, community service pay and nine company holidays.

Our Culture:Our team members define and shape our culture - an environment that welcomes innovative ideas, fosters integrity, and creates a sense of community and belonging. Here we do more than work - we thrive.

Work Life Balance:Flexible hybrid work environment, 3-days a week in office 

#LI-WB1 

#GMFJobs  

About the role:

This role is responsible for driving financial planning, analysis, and reporting activities by evaluating company performance, identifying trends, and supporting strategic decision-making through forecasting, budgeting, and cost analysis. The position partners closely with business leaders and the parent company's finance team to deliver accurate financial insights, improve operational efficiency, and ensure the achievement of corporate financial goals.

In this role you will:

  • Analyze monthly/quarterly/yearly financial results of the total company and communicate important trends and measures
  • Develop and maintain short and long term corporate planning models
  • Collaborate with parent company financial planning and analysis team to ensure alignment with corporate budgeting and forecasting processes
  • Supply business unit owners with tools and metrics to complete segment analysis
  • Direct the preparation and distribution of monthly/quarterly/yearly financial statements, ensuring timely and accurate completion of each and that fiscal goals are being met
  • Recommends and initiates special projects and service goals and analyzes the financial details of past, present and expected operations in order to identify development opportunities and areas where improvement is needed
  • Evaluate and oversee the a Cost Accounting/Analysis function Evaluate and assign activities associated with completion of processes performed in the Company using agreed upon allocation methods
  • Gather and analyze activity cost data to identify operational improvement opportunities
  • Supply forecast for financial disclosures and management review
  • Prepare ad hoc analysis for management

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