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Financial Associate Jobs in Novato, CA (NOW HIRING)

Liberate

Strategic Finance Associate

San Francisco, CA · On-site

$140/hr

Strategic Finance Associate The Role Liberate is transforming the $1.2 trillion P&C insurance ... Drive corporate planning and forecasting processes, including annual planning, monthly financial ...

Liberate

Strategic Finance Associate

San Francisco, CA · On-site

$140/hr

Strategic Finance Associate The Role Liberate is transforming the $1.2 trillion P&C insurance ... Drive corporate planning and forecasting processes, including annual planning, monthly financial ...

Brex

Finance Associate

San Francisco, CA · Hybrid

$115K - $130K/yr

Wh at you'll do We are hiring two Finance Associates who will each initially own distinct ... Responsibilities Financial Planning & Modeling * Own our forecasting & planning process, managing ...

Brex

Finance Associate

San Francisco, CA · On-site

$115K - $130K/yr

Wh at you'll do We are hiring two Finance Associates who will each initially own distinct ... Responsibilities Financial Planning & Modeling * Own our forecasting & planning process, managing ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Novato, CA

Financial Associate information

See Novato, CA salary details

$35.8K

$82.6K

$162K

How much do financial associate jobs pay per year?

As of Jun 14, 2026, the average yearly pay for financial associate in Novato, CA is $82,620.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,700.00 and $90,400.00 per year, depending on experience, location, and employer.

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

What is an associate role in finance?

A financial associate role typically involves supporting financial analysis, preparing reports, and assisting with client or internal financial transactions. It often requires strong analytical skills, proficiency with financial software, and relevant certifications such as a degree in finance or accounting. The position serves as an entry or mid-level role within finance teams, providing foundational experience for career advancement.

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 such as CFA or CPA. Their work environment typically involves collaboration with clients or internal teams to ensure financial accuracy and compliance.

What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?

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.

What is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and financial software, and may be involved in tasks such as account reconciliation, financial analysis, and compliance monitoring.
What are the most commonly searched types of Financial jobs in Novato, CA? The most popular types of Financial jobs in Novato, CA are:
What cities near Novato, CA are hiring for Financial Associate jobs? Cities near Novato, CA with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Novato, CA as of June 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 100% In-person job distribution, with an average salary of $82,620 per year, or $39.7 per hour.

Finance Associate

Optimum Results Staffing

San Francisco, CA

$250K - $370K/yr

Full-time

Posted 12 days ago

Job description

Location Options: New York, Houston, Chicago, Los Angeles, Palo Alto, San Francisco

Compensation Range: $250K – $370K


A leading global firm is seeking a mid–senior level Finance Associate with strong experience representing lenders and/or borrowers in complex finance transactions. The ideal candidate will have experience at a top-tier peer firm and a background supporting: