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Financial Associate Jobs in Springfield, OH (NOW HIRING)

Our company's record of steady, significant growth provides our associates with tremendous ... financial institution * Act as a liaison between Performance and Performance Columbus Accounting

Our company's record of steady, significant growth provides our associates with tremendous ... financial institution * Act as a liaison between Performance and Performance Columbus Accounting

Financial services experience is not required . We're looking for someone organized, professional ... Associate's Degree required ; Bachelor's preferred but not necessary. * 3-8 years of experience in ...

Maintain accurate financial records while handling confidential information with professionalism * Perform other duties as assigned What We're Looking ForPreferred Qualifications * Associate degree ...

Showing results 21-40

Financial Associate information

See Springfield, OH salary details

$27.5K

$63.4K

$124.3K

How much do financial associate jobs pay per year?

As of Aug 24, 2026, the average yearly pay for financial associate in Springfield, OH is $63,386.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $69,400.00 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 Springfield, OH?

The most popular types of Financial jobs in Springfield, OH are:

What cities near Springfield, OH are hiring for Financial Associate jobs?

Cities near Springfield, OH with the most Financial Associate job openings:

Infographic showing various Financial Associate job openings in Springfield, OH as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 84% Physical, 4% Hybrid, and 12% Remote job distribution, with an average salary of $63,386 per year, or $30.5 per hour.

PATIENT FINANCIAL ADVOCATE- HYBRID

Premier Health

Centerville, OH • On-site

Full-time

Re-posted 8 days ago


Job description

PATIENT FINANCIAL ADVOCATE
MIAMI VALLEY INFUSION ADMIN
8A-4:30P / 8:30A-5P
FULL TIME / 80 HOURS PER PAY PERIOD
HYBRID = WORK LOCATION AT MIAMI VALLEY HOSPITAL SOUTH / HOME
The Patient Financial advocate is responsible for assisting patients and/or families to access financial resources. The Advocate assists and provides guidance to those patients who may qualify for assistance through state, county, and federal programs. The Advocate will also be responsible for revenue cycle processes including functions related to obtaining prior authorization, follow up, and benefit verification. Additionally, the Advocate will be available to patients and families to answer questions regarding their insurance and give estimates of co-pay amounts
Minimum Level of Education Required: High School completion / GED
  • Preferred educational qualifications: Medical terminology, medical billing, and/or CPT/ICD coding knowledge. Associate Degree in related field preferred.

  • Position specific testing requirement: Preferred Windows-based computer typing 25wpm

Minimum Level of Experience Required: 3 - 5 years of job related experience
Preferred experience: Prior hospital experience, insurance/claims processing, patient financial need assessment eligibility and prior authorization process preferred. worked with Epic previously.
Other experience requirements: Overall knowledge of patient registration, third party collections, prior authorization, verification of insurance benefits, Medicaid and other government programs, hospital billing and/or managed care contracts is preferred. 3-5 years of recent financial assistance, billing, insurance verification, or self-pay accounts receivable management experience in healthcare/medical setting or financial institution setting with oversight of functions such as processes credit applications; verify credit references and information; determines lines of credit. Prepares reports on the status of credit and collections, and other operating statements are required. Must possess good math skills and pass a skills test with includes calculating co-pays and deductibles.