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Financial Associate Jobs in Schenectady, NY (NOW HIRING)

RK Partners

Financial Advisor - Licensed

Albany, NY · On-site

As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide ... fellow associates Qualifications * Strong interpersonal skills and customer service focus

RK Partners

Financial Advisor - Licensed

Albany, NY

$50K - $125K/yr

As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide ... fellow associates Qualifications * Strong interpersonal skills and customer service focus

LaBella Associates

Accounting Associate

Ballston Spa, NY · On-site

$24 - $28/hr

We are currently seeking an experienced Accounting Associate to work in our fast-paced Accounting ... Provide financial guidance by generating reports and analyzing data, review and process company ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Schenectady, NY

Financial Associate information

See Schenectady, NY salary details

$29.5K

$68.1K

$133.5K

How much do financial associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for financial associate in Schenectady, NY is $68,085.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,400.00 and $74,500.00 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 Schenectady, NY?

The most popular types of Financial jobs in Schenectady, NY are:

What are popular job titles related to Financial Associate jobs in Schenectady, NY?

For Financial Associate jobs in Schenectady, NY, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Schenectady, NY look for?

The top searched job categories for Financial Associate jobs in Schenectady, NY are:

What cities near Schenectady, NY are hiring for Financial Associate jobs?

Cities near Schenectady, NY with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Schenectady, NY as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $68,085 per year, or $32.7 per hour.

Financial Analyst

First New York Federal Credit Union

Albany, NY • On-site

$70K - $80K/yr

Full-time

Re-posted 14 days ago

Job description

Description:

The incumbent works under the direct supervision of the VP/CFO. Assists in the planning, analysis and reporting of financial activities. Responsible for product profitability analysis, budgeting, forecasting, monitoring financial performance and supporting strategic initiatives that promote financial strength and long term success. Develop reports and performance metrics that help management evaluate the effectiveness and profitability of products and services. Provide departments with financial reports, data analysis, and performance metrics to support decision making and improve the effectiveness of products, services and operations.


Duties & Responsibilities

  • Analyze the profitability and usage of all products and services on a regular basis; recommend improvements.
  • Support strategic planning and development through financial analysis and forecasting
  • Support project teams by providing reports, analysis and performance data to help projects stay on track and achieve their goals.
  • Create analytical reports to support a variety of projects and products.
  • Evaluate financial implications of new products, services and strategic initiatives.
  • Extract, organize and provide ad hoc member data to managers from various systems.
  • Work with the AI and Data team to automate reports, dashboards and financial analysis tools so information is faster, more accurate and easier to produce.
  • Conduct scenario modeling and financial impact analysis to assess the effects of changes in interest rates, loan growth, deposits and other key financial drivers.
  • Prepare reports, analysis and presentations for ALCO, pricing and lending committees to support financial decision making and performance oversight.
  • Develop, monitor and report on the annual budget and asset/liability management forecasting program, including expense forecasting, variance analysis and periodic reforecasting to reflect changing business conditions and financial expectations.
  • Identify and explain income statement budget variances monthly.
  • Monitors all balance sheet, income and expense accounts monthly and recommends methods and techniques for eliminating or minimizing costs.
  • Ensure sound fiscal management by monitoring and forecasting operating expenses and recommending cost-saving strategies.
  • Administer the CECL based Allowance for Credit Losses (ACL) methodology, including analysis for loans loss trends, reserve adequacy and reporting to management.
  • Assist the CFO in the development and execution of the credit union’s investment strategy.
  • Prepare various monthly and quarterly reports for senior management, ALCO and the Board as needed.
  • Ensure ongoing data integrity across the organization.
  • Perform other duties and responsibilities as required or assigned.
Requirements:
  • A BS or BA degree in Business Administration, Accounting or Finance.
  • Three years of financial institution or relevant experience.
  • Knowledge of general ledger and accounting systems.
  • Ability to prepare and interpret financial and statistical reports.
  • Strong analytical skills.
  • Strong written and oral communication skills.
  • PC/Internet literate with strong knowledge of Microsoft Excel and Word.

Work Schedule

Monday - Friday 8:15am - 5:00pm


Work Location

Fully On-Site