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Financial Associate Jobs in Riverside, CA (NOW HIRING)

Finance Associate

Irvine, CA ยท On-site

$90K - $110K/yr

The Associate - Finance will operate at the intersection of operational finance, advanced analytics ... Work with operations, asset management, and portfolio teams to provide financial insights and help ...

The Associate - Finance will operate at the intersection of operational finance, advanced analytics ... Work with operations, asset management, and portfolio teams to provide financial insights and help ...

Finance Associate

Irvine, CA ยท On-site

$90K - $110K/yr

The Associate - Finance will operate at the intersection of operational finance, advanced analytics ... Work with operations, asset management, and portfolio teams to provide financial insights and help ...

Financial Aid Associate

Irvine, CA ยท On-site

$21.75 - $28/hr

The Financial Aid Associate manages a high volume of telephone, email, voicemail, and service-ticket communications; assists students and families with FAFSA completion and required documentation ...

Financial Aid Associate

Irvine, CA

$21.75 - $28/hr

The Financial Aid Associate manages a high volume of telephone, email, voicemail, and service-ticket communications; assists students and families with FAFSA completion and required documentation ...

Financial Aid Associate

Riverside, CA ยท On-site

$21.25 - $27/hr

The Financial Aid Associate manages a high volume of telephone, email, voicemail, and service-ticket communications; assists students and families with FAFSA completion and required documentation ...

Financial Aid Associate

Irvine, CA ยท On-site

$21.75 - $28/hr

The Financial Aid Associate manages a high volume of telephone, email, voicemail, and service-ticket communications; assists students and families with FAFSA completion and required documentation ...

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Financial Associate information

See Riverside, CA salary details

$31.8K

$73.4K

$144K

How much do financial associate jobs pay per year?

As of Sep 12, 2026, the average yearly pay for financial associate in Riverside, CA is $73,415.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,200.00 and $80,300.00 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 Riverside, CA?

The most popular types of Financial jobs in Riverside, CA are:

What are popular job titles related to Financial Associate jobs in Riverside, CA?

For Financial Associate jobs in Riverside, CA, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Riverside, CA look for?

The top searched job categories for Financial Associate jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Financial Associate jobs?

Cities near Riverside, CA with the most Financial Associate job openings:

Finance Associate

Irvine, CA โ€ข On-site

$90K - $110K/yr

Other

Re-posted 6 days ago


Job description

Company Overview

Healthpeak Properties is a fully integrated real estate investment trust (REIT) and an S&P 500 company. We specialize in owning, operating, and developing high-quality real estate focused on healthcare discovery and delivery. Our impressive portfolio includes nearly 50 million square feet of medical outpatient buildings, lab and life science facilities and Senior Assisted Living centers throughout the country.


Position Overview

This hybrid role offers an opportunity to contribute to the evolving landscape of real estate finance within a leading publicly traded REIT. The Associate โ€“ Finance will operate at the intersection of operational finance, advanced analytics, and emerging AI-enabled tools to improve operational visibility and support smarter, faster, and more data-driven decision-making.


Working closely with finance, asset management, and operations teams, this individual will analyze property- and portfolio-level performance and translate complex financial and operational data into clear, actionable insights.


The ideal candidate is a proactive, analytically driven finance professional with strong communication and presentation skills, capable of effectively conveying insights to finance team and cross-functional stakeholders. This position offers meaningful exposure to key areas of the business, including portfolio performance and operational finance, while providing strong opportunities for professional growth and expanded responsibility within a dynamic real estate investment platform.


Key Responsibilities:

  • Analyze operating performance across properties and portfolios, leveraging advanced analytics and AI-enabled tools to identify trends, risks, and opportunities across revenue, expenses, occupancy, and NOI

  • Perform detailed property- and portfolio-level performance analysis, evaluating operating drivers such as lease activity, expense trends, and operating margins to support informed business decisions

  • Work with operations, asset management, and portfolio teams to provide financial insights and help identify opportunities to improve property performance and control costs

  • Assist with the preparation and monitoring of operating budgets and forecasts by analyzing historical results and performance trends

  • Assist in the preparation of quarterly financial materials and earnings support, including performance analysis, variance explanations, and data-driven insights

  • Prepare reports, presentations, and dashboards using tools such as Power BI or Excel to communicate financial and operational results to internal stakeholders

  • Help improve reporting processes by supporting automation initiatives and enhancing AI-assisted analysis tools

  • Maintain high standards of data accuracy, financial model integrity, and analytical consistency to support reliable reporting and decision-making


Position Requirements

  • Bachelorโ€™s degree in Finance, Economics, Accounting, or a related field

  • 2+ years of experience in corporate finance, FP&A, real estate finance, or a related analytical role

  • Proficiency in financial modeling and Excel, with strong PowerPoint and presentation skills

  • Strong analytical mindset with the ability to synthesize large datasets and translate insights into strategic recommendations

  • Experience analyzing financial statements, including P&L, balance sheet, and cash flow statements

  • Demonstrated ability to leverage automation, analytics tools, or AI-enabled platforms to improve financial processes

  • Ability to manage multiple priorities and initiatives in a dynamic, fast-paced environment

  • Local candidates only


Preferred:

  • Experience working with real estate investment trusts (REITs) or commercial real estate finance

  • Experience using data visualization and reporting tools (e.g., Power BI, Tableau, or similar platforms)

  • Experience using AI-enabled productivity tools or financial analytics platforms to enhance reporting and decision-making

  • Offering a salary of $90k - $110k/yr plus generous cash incentives

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