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Financial Associate Jobs in Philadelphia, PA (NOW HIRING)

Cross Key Management

Finance Associate

New Hope, PA · On-site

Finance Associate JOB SUMMARY: The Finance Associate manages full-cycle financial operations across ... This role ensures accurate and timely financial transactions, compliance with required ...

Sharing Excess

Finance Associate

Philadelphia, PA · On-site

$26 - $30/hr

Finance Associate Sharing Excess | Full-Time, Hybrid (1 day in office/week) - Philadelphia, PA ... This role manages the day-to-day financial recordkeeping required to support the organization ...

Sharing Excess

Finance Associate

Philadelphia, PA · On-site

$26 - $30/hr

Finance Associate Sharing Excess | Full-Time, Hybrid (1 day in office/week) - Philadelphia, PA ... This role manages the day-to-day financial recordkeeping required to support the organization ...

5 Legal

Finance Associate

Philadelphia, PA

Am Law top 100 firm which is popular for its high-profile financial services is seeking associates to join their Asset Finance & Securitization team. The ideal candidate must have prior work ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Philadelphia, PA

Financial Associate information

See Philadelphia, PA salary details

$30.8K

$71K

$139.3K

How much do financial associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for financial associate in Philadelphia, PA is $71,010.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $77,700.00 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.
What are the most commonly searched types of Financial jobs in Philadelphia, PA? The most popular types of Financial jobs in Philadelphia, PA are:
What are popular job titles related to Financial Associate jobs in Philadelphia, PA? For Financial Associate jobs in Philadelphia, PA, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Philadelphia, PA look for? The top searched job categories for Financial Associate jobs in Philadelphia, PA are:
What cities near Philadelphia, PA are hiring for Financial Associate jobs? Cities near Philadelphia, PA with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Philadelphia, PA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $71,010 per year, or $34.1 per hour.

Finance Associate

Cross Key Management

New Hope, PA • On-site

Full-time

Re-posted 17 days ago

Job description

Finance Associate

JOB SUMMARY:

The Finance Associate manages full-cycle financial operations across multiple offices and company entities, including accounts payable, accounts receivable, payroll coordination, commission processing, corporate allocations, and escrow management. This role ensures accurate and timely financial transactions, compliance with required documentation, and effective communication with agents, vendors, employees, and leadership. By overseeing commissions, deposits, credit cards, vendor accounts, and corporate fee allocations, this position plays a critical role in maintaining efficient financial workflows and supporting the company's overall fiscal health.

ESSENTIAL FUNCTIONS:

Accounts Payable & Vendor Management

  • Manage vendor accounts across multiple company entities
  • Verify vendor documentation and legal compliance requirements
  • Process payments accurately and on schedule
  • Maintain records for E&O billing and follow up on outstanding balances
  • Prepare weekly payables reports for leadership review

Accounts Receivable & Escrow Management

  • Process incoming payments and deposits, including escrow/earnest money
  • Track receivables and follow up to ensure timely collection
  • Disburse EMD funds to title companies for closings
  • Research and resolve escrow or payment discrepancies

Commission Processing & Agent Support

  • Process and verify agent commissions across all offices
  • Pay referral corporate company dollar allocations and organize agent rewards
  • Generate reports for marketing and leadership review
  • Maintain detailed records for audits and compliance

Payroll & Employee Financial Coordination

  • Assist with payroll setup for new employees
  • Manage payroll tasks and maintain accuracy for each cycle
  • Generate payroll reports and maintain employee reimbursement records

Accounting, Reporting & Compliance

  • Enter AP/AR and commission transactions into the general ledger
  • Complete intercompany allocations and corporate fee postings (NAF, FSA, depreciation, postage, etc.)
  • Conduct reconciliations, stale check reviews, and fraud prevention measures
  • Produce ad hoc financial reports and maintain organized documentation for audit readiness

Credit Card & Expense Oversight

  • Monitor company credit card activity and coding to correct accounts
  • Communicate with cardholders to collect receipts or clarify charges

QUALIFICATIONS:

  • Experience in accounting, finance, or a related role is required (real estate or multi-entity experience preferred)
  • Previous experience in accounts payable/receivable is required.
  • Strong attention to detail with the ability to manage high-volume financial transactions accurately across multiple accounts
  • Highly organized with the ability to prioritize tasks and meet deadlines in a fast-paced environment
  • Strong communication and interpersonal skills when working with agents, vendors, employees, and leadership
  • Comfortable using financial systems, spreadsheets, and accounting software
  • Ability to review financial data for accuracy, including commissions, escrow transactions, and vendor payments
  • Familiarity with payroll support, reconciliations, and general ledger processes is preferred

Please Note: This is a full-time, in-office position based in our New Hope office.

Remote work is not available for this role.