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Financial Associate Jobs in Reading, PA (NOW HIRING)

In this hybrid role in Reading, PA , you'll take ownership of operational and financial reporting ... Associate's degree in Accounting (or equivalent coursework): this role connects the dots between ...

New

Finance Analyst

Reading, PA ยท On-site

$60K - $75K/yr

In this hybrid role in Reading, PA , you'll take ownership of operational and financial reporting ... Associate's degree in Accounting (or equivalent coursework): this role connects the dots between ...

New

In this hybrid role in Reading, PA , you'll take ownership of operational and financial reporting ... Associate's degree in Accounting (or equivalent coursework): this role connects the dots between ...

New

In this hybrid role in Reading, PA , you'll take ownership of operational and financial reporting ... Associate's degree in Accounting (or equivalent coursework): this role connects the dots between ...

New

Senior Financial Analyst

Reamstown, PA ยท On-site

$90K - $100K/yr

The Senior Financial Analyst is responsible for supporting both day-to-day operational finance tasks and long-term strategic planning. Key responsibilities include driving the annual budget process ...

Sr Financial Analyst (20495)

Cressona, PA

$85K - $106K/yr

The Senior Financial Analyst will play a key role in supporting the Controller by ensuring the accurate and timely reporting of daily, monthly, and annual financial and operational data. This ...

Client Service Associate

Ephrata, PA ยท On-site

$24 - $35/hr

... Associate to serve as a key client contact while providing administrative, operational, and ... Financial services experience is preferred, but we are willing to train a motivated professional ...

Client Service Associate

Ephrata, PA ยท On-site

$24 - $35/hr

... Associate to serve as a key client contact while providing administrative, operational, and ... Financial services experience is preferred, but we are willing to train a motivated professional ...

Client Service Associate

Ephrata, PA ยท On-site

$24 - $35/hr

... Associate to serve as a key client contact while providing administrative, operational, and ... Financial services experience is preferred, but we are willing to train a motivated professional ...

Client Service Associate

Ephrata, PA ยท On-site

$24 - $35/hr

... Associate to serve as a key client contact while providing administrative, operational, and ... Financial services experience is preferred, but we are willing to train a motivated professional ...

Sales Associate

Kutztown, PA ยท On-site

$40K/yr

The Venue Sales Associate will ensure client satisfaction through prompt, professional, and ... Upsell to prospective clients to meet and exceed financial goals* Exceeding customers' expectations ...

Tax Associate

Myerstown, PA ยท On-site

$56K - $74K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Wernersville, PA ยท On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Reading, PA ยท On-site

$56K - $74K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Showing results 41-60

Financial Associate information

See Reading, PA salary details

$29.3K

$67.6K

$132.5K

How much do financial associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial associate in Reading, PA is $67,580.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $73,900.00 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 Reading, PA?

The most popular types of Financial jobs in Reading, PA are:

What are popular job titles related to Financial Associate jobs in Reading, PA?

For Financial Associate jobs in Reading, PA, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Reading, PA look for?

The top searched job categories for Financial Associate jobs in Reading, PA are:

What cities near Reading, PA are hiring for Financial Associate jobs?

Cities near Reading, PA with the most Financial Associate job openings:

Financial Policy Analyst

SD Department of Veterans Affairs

Lebanon, PA โ€ข On-site

$106K/yr

Full-time

Posted 2 days ago

New


Job description

The position is located in the Quality and Performance directorate of Revenue Operations (RO) in the Office of Finance with the incumbent serving as a Financial Policy Analyst. RO is the oversight office for Consolidated Patient Account Center (CPAC) and consists of 7 CPACs located regionally to consolidate business activities that enhance revenue operations throughout the VHA network by standardization, consolidation of functions, the integration of VHA and industry best practices.Qualifications:To qualify for this position, applicants must meet all requirements by the closing date of this announcement, 09/14/2026.
Time-In-Grade Requirement: Applicants who are current Federal employees and have held a GS grade any time in the past 52 weeks must also meet time-in-grade requirements by the closing date of this announcement.
  • For a GS-13 position you must have served 52 weeks at the GS-12.
The grade may have been in any occupation, but must have been held in the Federal service. An SF-50 that shows your time-in-grade eligibility must be submitted with your application materials. If the most recent SF-50 has an effective date within the past year, it may not clearly demonstrate you possess one-year time-in-grade, as required by the announcement. In this instance, you must provide an additional SF-50 that clearly demonstrates one-year time-in-grade. Note: Time-In-Grade requirements also apply to former Federal employees applying for reinstatement as well as current employees applying for Veterans Employment Opportunities Act of 1998 (VEOA) appointment.
You may qualify based on your experience as described below:
  • GS-13 Specialized Experience: You must have one year of specialized experience equivalent to at least the next lower grade GS-12 in the normal line of progression for the occupation in the organization. Examples of specialized experience would typically include, but are not limited to:
  • 1) Develops, recommends, and implements policies affecting the accomplishment of RO, CPAC, OOF, and VHA programs and long and short term goals and objectives.
    2) Responsible for the development and monitoring of new or revised legislation, creation, and implementation of national business policies and procedures.
    3) Reviews and evaluates a broad range of information and data regarding financial and operational activities to identify trend, patterns and opportunities for program enhancement.
    4) Interprets complex laws, rules, regulations, decisions, and other government directives and guidelines relating to the full range of financial revenue activities.
    5) Coordinates proposals with IVC, VHA, and/or VA staff as appropriate.
    6) Plans, schedules, and conducts review of existing policies, procedures, and/or operations of financial activities.
    7) Handles conflict and problems in dealing with the customer constructively and appropriately.
For more information on these qualification standards, please visit the United States Office of Personnel Management's website at https://www.opm.gov/policy-data-oversight/classification-qualifications/general-schedule-qualification-standards/.Education:There is no educational substitution at this grade level.
Employment Type: OTHER