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Financial Associate Jobs in Union, KY (NOW HIRING)

PBM Financial Analyst Lead This role requires associates to be in-office1 - 2days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life ...

Job Summary As a Senior Financial Technologist , you will serve as the strategic business owner for ... Fischer Homes' solid reputation has been built largely by the talent of our Associates as we have ...

Job Summary As a Senior Financial Technologist , you will serve as the strategic business owner for ... Fischer Homes' solid reputation has been built largely by the talent of our Associates as we have ...

Associate's Degree or equivalent work experience- Required * Strong MS Excel skills - Required ... in financial well-being. Compensation In the spirit of pay transparency, we are excited to share ...

Be Seen First

At our firm, we believe meaningful financial planning begins with strong, lasting relationships ... As our Client Service Associate, you'll play a key role in delivering the exceptional service our ...

Financial Systems Analyst

Amelia, OH · On-site

$73K - $100K/yr

Headquartered in Amelia, Ohio, and with associates located across the United States, we are part of ... The Financial Systems Analyst will collaborate with the Accounting Department to create and ...

Financial Systems Analyst

Amelia, OH · Hybrid

$73K - $100K/yr

Headquartered in Amelia, Ohio, and with associates located across the United States, we are part of ... The Financial Systems Analyst will collaborate with the Accounting Department to create and ...

As a Financial Analyst at TQL, you'll play a critical role within our Finance and FP&A team, partnering directly with leaders across the business to drive smarter decisions, stronger performance, and ...

New

Financial Analyst

Cincinnati, OH · On-site

$55K - $70K/yr

Financial Analyst Location: [Cincinnati / Hybrid] Department: Finance Reports to: [Finance Manager] Position Summary CBTS is seeking a detail-oriented and analytical Financial Analyst to support ...

Showing results 41-60

Financial Associate information

See Union, KY salary details

$27.9K

$64.4K

$126.4K

How much do financial associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for financial associate in Union, KY is $64,445.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,800.00 and $70,500.00 per year, depending on experience, location, and employer.

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

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 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 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 are the most commonly searched types of Financial jobs in Union, KY?

The most popular types of Financial jobs in Union, KY are:

What job categories do people searching Financial Associate jobs in Union, KY look for?

The top searched job categories for Financial Associate jobs in Union, KY are:

What cities near Union, KY are hiring for Financial Associate jobs?

Cities near Union, KY with the most Financial Associate job openings:

Infographic showing various Financial Associate job openings in Union, KY as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $64,445 per year, or $31 per hour.

PBM Financial Analyst Lead

Elevance Health

Cincinnati, OH • On-site

$74K - $135K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago


Elevance Health rating

7.7

Company rating: 7.7 out of 10

Based on 351 frontline employees who took The Breakroom Quiz

204th of 308 rated insurance


Job description

PBM Financial Analyst Lead

This role requires associates to be in-office1 - 2days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.

CarelonRx is a proud member of the Elevance Health family of companies. CarelonRx pairs a strong, clinical-first lens with deep pharmacy expertise to create solutions that improve outcomes, control costs, and enhance each member's health.

The Financial Analyst Lead is responsible for coordinating and leading the management reporting and analysis process.

How you will make an impact:

  • Prepares financial and business related analyses and research in such areas as financial and expense performance, rate of return, depreciation, working capital, and investment.
  • Prepares budgets, forecasts, trend analyses, and preparing analysis for sales, membership, cost of care, operating expenses, general business conditions and other related areas.
  • Conducts special financial and business related studies and cooperates with other departments in the preparation of analyses.
  • Provides guidance to less experienced financial analysts.

Minimum Qualifications:

  • Requires a BA/BS in accounting or finance and a minimum of 3 years general accounting, financial planning, and management reporting experience; or any combination of education and experience, which would provide an equivalent background.

Preferred Skills, Capabilities and Experiences:

  • Experience in Excel.
  • Experience in SQL.
  • MBA, CPA, or CMA.
  • Insurance industry experience.

If this job is assigned to any Government Business Division entity, the applicant and incumbent fall under a 'sensitive position' work designation and may be subject to additional requirements beyond those associates outside Government Business Divisions. Requirements include but are not limited to more stringent and frequent background checks and/or government clearances, segregation of duties principles, role specific training, monitoring of daily job functions, and sensitive data handling instructions. Associates in these jobs must follow the specific policies, procedures, guidelines, etc. as stated by the Government Business Division in which they are employed.

For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $74,708 - $135,654.

Locations: Columbus, OH; Virginia

In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws.

* The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.

Who We Are

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.

How We Work

At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.

We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.

Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.

The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.

Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact elevancehealthjobssupport@elevancehealth.com for assistance.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

Prospective employees required to be screened under Florida law should review the education and awareness resources at HB531 | Florida Agency for Health Care Administration.


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About Elevance Health

Sourced by ZipRecruiter

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. A Fortune 20 company with a longstanding history in the healthcare industry, we are looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. You will thrive in a complex and collaborative environment where you take action and ownership to solve problems and lead change. Do you want to be part of a larger purpose and an evolving, high-performance culture that empowers you to make an impact?

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Indianapolis, IN, US

Year founded

2004

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