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Financial Associate Jobs in New Rochelle, NY (NOW HIRING)

Northbound Search

Finance Associate

Manhattan, NY · Hybrid

Finance Associate Representing a $20Bn private equity firm with 30+ years of experience investing ... The role reports up to the VP with high exposure to the Director, Managing Director and CFO. Ideal ...

Direct Counsel

Finance Associate Attorney

New York, NY

$235K - $365K/yr

Direct Counsel is seeking a Finance Associate Attorney (Mid-Level) to join a national law firm in ... Structure and document CLO transactions for financial institutions and asset managers. * Draft ...

Gotham Greens

Associate, Strategic Finance

Brooklyn, NY · On-site

This role is critical in supporting the company's financial strategy, decision-making processes, and long-term planning. As a Strategic Finance Associate, you will work closely with senior leadership ...

Gotham Greens

Associate, Strategic Finance

Brooklyn, NY · On-site

$100K - $130K/yr

This role is critical in supporting the company's financial strategy, decision-making processes, and long-term planning. As a Strategic Finance Associate, you will work closely with senior leadership ...

Sysco

Finance Associate

Jersey City, NJ · On-site

$28/hr

The Finance Associate is responsible for general duties in support of the OpCo (operating company) operations and works in collaboration with SBS (Sysco Business Services) to assist in resolving ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in New Rochelle, NY

Financial Associate information

See New Rochelle, NY salary details

$31.4K

$72.4K

$142K

How much do financial associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for financial associate in New Rochelle, NY is $72,416.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,500.00 and $79,200.00 per year, depending on experience, location, and employer.

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

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 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 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.
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Financial Associate jobs near you

Finance Associate

Northbound Search

Manhattan, NY • Hybrid

Full-time

Re-posted 10 days ago

Job description

Finance Associate

Representing a $20Bn private equity firm with 30+ years of experience investing in middle-market companies. The firm has been highly successful and continues growing. Hours are typically 9-6/6:30 and in office 3 days a week.

The role reports up to the VP with high exposure to the Director, Managing Director and CFO. Ideal candidate is a 4-6 year fund accounting professional coming out of a private equity fund or the fund administration space. The role will work directly with the deal team to help facilitate deals and compile portfolio valuations.

Responsibilities:

  • Daily functions include managing the fund administrator and doing a high-level review of the financial statements & footnotes, capital calls & distributions, partner allocations & waterfall schedules
  • Help the investment team facilitate funding for deals
  • Help compile valuation of existing portfolio companies and/or potential deals
  • Assist with preparation of investor performance reports, including IRR calculation
  • Help with system implementation and technology initiatives
  • Extensive interaction with various teams across the Firm

Qualifications:

  • Bachelor’s degree in Accounting or Finance
  • 4-6 years of experience in the private equity industry with fund accounting experience at a fund or in the fund administration space
  • CPA preferred

Apply