FaaS Senior Associates will have contact with our clients (CEO, COO, CFO, VP of Finance, Controller, etc.), as well as other client contacts including tax and professional service providers. We ...
FaaS Senior Associates will have contact with our clients (CEO, COO, CFO, VP of Finance, Controller, etc.), as well as other client contacts including tax and professional service providers. We ...
Associate
Chicago, IL ยท On-site
$75K - $85K/yr
Build and interpret financial analyses, exhibits, and models used in transaction decisions ... We've built a reputation for putting our associates first What if we told you that you could be an ...
Associate
Chicago, IL ยท On-site
$75K - $85K/yr
Build and interpret financial analyses, exhibits, and models used in transaction decisions ... We've built a reputation for putting our associates first What if we told you that you could be an ...
An international law firm and one of the top 50 AmLaw firms is looking to hire associates to support the structured finance mortgage practice. Qualified candidates will have 2-5 years of experience ...
Quick apply
An international law firm and one of the top 50 AmLaw firms is looking to hire associates to support the structured finance mortgage practice. Qualified candidates will have 2-5 years of experience ...
Debt Finance Associate
Chicago, IL ยท On-site
... associate to join their Banking Practice Team in any of their New York, Miami, Chicago, Houston, or Los Angeles office. The ideal candidate must have 2 years of debt finance experience. Preferred ...
Quick apply
Debt Finance Associate
Chicago, IL ยท On-site
... associate to join their Banking Practice Team in any of their New York, Miami, Chicago, Houston, or Los Angeles office. The ideal candidate must have 2 years of debt finance experience. Preferred ...
Am Law top 10 and one of the world's most elite law firms seeks a highly qualified associate to join their Debt Finance group. The ideal candidate would have 2-5 years of experience in the ...
Quick apply
Am Law top 10 and one of the world's most elite law firms seeks a highly qualified associate to join their Debt Finance group. The ideal candidate would have 2-5 years of experience in the ...
Associate, Corporate Finance
Chicago, IL ยท On-site
$120K - $165K/yr
The Associate, Corporate Finance supports the Company's growth through strategic financial ... Support or lead financial diligence workstreams, depending on level; including data analysis ...
Associate, Corporate Finance
Chicago, IL ยท On-site
$120K - $165K/yr
The Associate, Corporate Finance supports the Company's growth through strategic financial ... Support or lead financial diligence workstreams, depending on level; including data analysis ...
An international law firm and one of the top 50 AmLaw firms is looking to hire associates to support their Finance practice in any of their Chicago, Charlotte, DC, Houston, New York, Los Angeles ...
Quick apply
An international law firm and one of the top 50 AmLaw firms is looking to hire associates to support their Finance practice in any of their Chicago, Charlotte, DC, Houston, New York, Los Angeles ...
... financial data mining and forecasting to inform insights and recommendations - Reviewing work for quality, accuracy, and relevance while upholding the firm's code of ethics and business conduct ...
... financial data mining and forecasting to inform insights and recommendations - Reviewing work for quality, accuracy, and relevance while upholding the firm's code of ethics and business conduct ...
Associate - Leveraged Finance Execution (HCA)
Chicago, IL ยท On-site
$63K - $124K/yr
The Associate may also serve as a lead on select transactions under guidance from the Vice ... Spearhead the due diligence process for new cash flow transactions, inclusive of financial due ...
Associate - Leveraged Finance Execution (HCA)
Chicago, IL ยท On-site
$63K - $124K/yr
The Associate may also serve as a lead on select transactions under guidance from the Vice ... Spearhead the due diligence process for new cash flow transactions, inclusive of financial due ...
Top AmLaw 100 law firm seeks an associate to join their Financial Restructuring Practice in any of their Atlanta, New York, Chicago, Charlotte, or Houston offices. The ideal candidate will have 2-7 ...
Quick apply
Top AmLaw 100 law firm seeks an associate to join their Financial Restructuring Practice in any of their Atlanta, New York, Chicago, Charlotte, or Houston offices. The ideal candidate will have 2-7 ...
Structured Finance Associate, IPP
$104K - $120K/yr
New Leaf Energy, Inc. is seeking a Structured Finance Associate to join our team supporting our ... Maintain complex, project and portfolio-level financial models to evaluate project returns (IRR ...
Structured Finance Associate, IPP
$104K - $120K/yr
New Leaf Energy, Inc. is seeking a Structured Finance Associate to join our team supporting our ... Maintain complex, project and portfolio-level financial models to evaluate project returns (IRR ...
Valuation & Financial Advisory Associate
Chicago, IL ยท On-site +1
$83K - $98K/yr
Valuation & Financial Advisory Associate - Role Overview: As an Associate in Houlihan Capital's Valuation and Financial Advisory practice, you will be an integral part of a high-performing team ...
New
Valuation & Financial Advisory Associate
Chicago, IL ยท On-site +1
$83K - $98K/yr
Valuation & Financial Advisory Associate - Role Overview: As an Associate in Houlihan Capital's Valuation and Financial Advisory practice, you will be an integral part of a high-performing team ...
New
Valuation & Financial Advisory Associate - Role Overview: As an Associate in Houlihan Capitals Valuation and Financial Advisory practice, you will be an integral part of a high-performing team ...
New
Quick apply
Valuation & Financial Advisory Associate - Role Overview: As an Associate in Houlihan Capitals Valuation and Financial Advisory practice, you will be an integral part of a high-performing team ...
New
Valuation & Financial Advisory Associate
Chicago, IL ยท On-site
$83K - $98K/yr
Valuation & Financial Advisory Associate - Role Overview: As an Associate in Houlihan Capital's Valuation and Financial Advisory practice, you will be an integral part of a high-performing team ...
New
Valuation & Financial Advisory Associate
Chicago, IL ยท On-site
$83K - $98K/yr
Valuation & Financial Advisory Associate - Role Overview: As an Associate in Houlihan Capital's Valuation and Financial Advisory practice, you will be an integral part of a high-performing team ...
New
Valuation & Financial Advisory Associate
Chicago, IL ยท Remote
$83K - $98K/yr
Valuation & Financial Advisory Associate - Role Overview: As an Associate in Houlihan Capital's Valuation and Financial Advisory practice, you will be an integral part of a high-performing team ...
New
Quick apply
Valuation & Financial Advisory Associate
Chicago, IL ยท Remote
$83K - $98K/yr
Valuation & Financial Advisory Associate - Role Overview: As an Associate in Houlihan Capital's Valuation and Financial Advisory practice, you will be an integral part of a high-performing team ...
New
Associate Financial Planner (Remote)
Chicago, IL ยท On-site
$90K - $120K/yr
Financial Paraplanner Associate Financial Planner (Financial Services) Our client's Financial Services Firm located in the Chicago, IL area is looking to add a key employee to the Team. They are ...
Quick apply
Associate Financial Planner (Remote)
Chicago, IL ยท On-site
$90K - $120K/yr
Financial Paraplanner Associate Financial Planner (Financial Services) Our client's Financial Services Firm located in the Chicago, IL area is looking to add a key employee to the Team. They are ...
Associate Financial Planner (Remote)
$90K - $120K/yr
Financial Paraplanner Associate Financial Planner (Financial Services) Our client's Financial Services Firm located in the Chicago, IL area is looking to add a key employee to the Team. They are ...
Quick apply
Associate Financial Planner (Remote)
$90K - $120K/yr
Financial Paraplanner Associate Financial Planner (Financial Services) Our client's Financial Services Firm located in the Chicago, IL area is looking to add a key employee to the Team. They are ...
A leading international law firm and top 100 Am Law firm seeks two associates to join their Corporate Finance Practice Area in their Chicago, New York, Atlanta, Miami, or Dallas offices. Qualified ...
Quick apply
A leading international law firm and top 100 Am Law firm seeks two associates to join their Corporate Finance Practice Area in their Chicago, New York, Atlanta, Miami, or Dallas offices. Qualified ...
Structured Finance Associate, IPP
Chicago, IL ยท On-site
$104K - $120K/yr
New Leaf Energy, Inc. is seeking a Structured Finance Associate to join our team supporting our ... Maintain complex, project and portfolio-level financial models to evaluate project returns (IRR ...
Structured Finance Associate, IPP
Chicago, IL ยท On-site
$104K - $120K/yr
New Leaf Energy, Inc. is seeking a Structured Finance Associate to join our team supporting our ... Maintain complex, project and portfolio-level financial models to evaluate project returns (IRR ...
Oracle Cloud Finance PPM/AHCS - Senior Associate
Chicago, IL ยท On-site
$77K - $202K/yr
As a Senior Associate, you will focus on building meaningful client connections and learning how to ... financial management system. You will be responsible for configuring, implementing, and maintaining ...
Oracle Cloud Finance PPM/AHCS - Senior Associate
Chicago, IL ยท On-site
$77K - $202K/yr
As a Senior Associate, you will focus on building meaningful client connections and learning how to ... financial management system. You will be responsible for configuring, implementing, and maintaining ...
Financial Associate information
See Romeoville, IL salary details
$31.1K - $41.1K
10% of jobs
$49.6K is the 25th percentile. Wages below this are outliers.
$41.1K - $51K
18% of jobs
The median wage is $59.7K / yr.
$51K - $61K
26% of jobs
$61K - $71K
19% of jobs
$73.4K is the 75th percentile. Wages above this are outliers.
$71K - $80.9K
11% of jobs
$80.9K - $90.9K
10% of jobs
$90.9K - $100.8K
3% of jobs
$100.8K - $110.8K
2% of jobs
$110.8K - $120.8K
1% of jobs
$120.8K - $130.7K
1% of jobs
$130.7K - $140.7K
0% of jobs
$31.1K
$71.8K
$140.7K
How much do financial associate jobs pay per year?
What can you do with associates in finance?
How much does a finance associate earn?
What does a financial associate do?
What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?
What is the difference between Financial Associate vs Financial Analyst?
| Aspect | Financial Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plus | Bachelor's degree in finance, economics, or related; often requires CFA or similar certifications |
| Work Environment | Banking, investment firms, corporate finance departments | Investment firms, banks, corporate finance, consulting |
| Employer & Industry Usage | Commonly employed in financial services, banking, and corporate finance | Used 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?
What is the work of a finance associate?

Full-time
Posted 24 days ago
Job description
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
RSM's Finance as a Service (FaaS) practice is looking for skilled professionals to join us at the Senior Associate level. RSM's FaaS practice blends to best of both worlds by providing candidates with all the career growth opportunities that come with working for a public accounting firm, while at the same time operating in private company environments on a daily basis. We provide accounting, technology and consulting services to private, lower middle market clients, with revenues ranging from $0 to $100 million. In other words, we are the accounting department for our clients. Our diverse industry base includes technology, life science, not-for-profit, consumer products and professional service organizations, just to name a few. This position will need to work to deadlines and a multitude of accounting activities, such as month end close, financial reporting, year-end audit support, and the support of budget and forecasting activities.In addition, you will have the ability to learn and efficiently use our best-in-class cloud based technology stack. FaaS Senior Associates will have contact with our clients (CEO, COO, CFO, VP of Finance, Controller, etc.), as well as other client contacts including tax and professional service providers.
We operate in a team-based environment and have a proven track record of delivering exceptional value to our customers. The key attributes that will make someone successful in this role include:
- Assertive, collaborative, team player and desire to learn different industries and develop a Controller skill set
- Superior ability to prioritize and focus in a dynamic, multi-client environment
- Familiarity and comfort level working with cloud-based technology systems
- Willingness to learn and work with emerging technology solutions such as OCR (Optical Character Recognition), AI (Artificial Intelligence) and Accounting BOTS
- Professional presentation and great communication skills as contact with clients will be extensive
- Solid Excel skills (create tables, use formulas, pivot tables)
Responsibilities:
This is a hands-on position that requires transaction processing and account reconciliation skills. Duties include:
- Key point of contact for our clients Purchase to Pay, Order to Cash and Month End Close cycles
- Lead, manage and coach client services representatives and associates
- Review monthly journal entries prepared by support staff for prepaid expenses, fixed asset, accrued expenses, payroll, and / or inventory transactions, as applicable, in an accurate and timely manner
- Understands the purpose of reconciliations. Approves bank reconciliations and general ledger account reconciliations
- Prepare/Review client's monthly financial statements including month over month variance analysis and / or actual to budget analysis
- Analyze and interpret financial information for client management and provide actionable insight and decision support
- Continuously identify opportunities to enhance the clients monthly operations make suggestions for process improvements
- Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects.
- Understand our technology stack and identify additional add-on processes, systems, modules and integrations that can drive month end close efficiencies
Qualifications
- A minimum of a Bachelor's in accounting or finance is required
- Excellent written and oral communication skills are a must (proactively communicates status, issues, conflicts, and priorities up, down and across the engagement team)
- Ability to balance multiple responsibilities simultaneously plus excellent analytical and decision making skills
- Experience in a public accounting firm, consulting firm or other professional services environment preferred but not required
- Proficiency utilizing Microsoft Office (Word, Excel, Outlook, etc.).
- Strong organizational skills along with the ability to meet deadlines.
- Ability to adapt to change effectively
- Experience with automated accounting systems (i.e. Intacct, NetSuite, Blackline, Bill.com, Tallie)
- Pursuing CPA or a CPA is preferred but not required
At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $73,500 - $139,700Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.