Provide analysis and commentary to financial results Preparation and analysis of operational and financial reports Cost and variance analysis, yield reporting and understanding of bill of materials;
New
Provide analysis and commentary to financial results Preparation and analysis of operational and financial reports Cost and variance analysis, yield reporting and understanding of bill of materials;
New
Provide analysis and commentary to financial results Preparation and analysis of operational and financial reports Cost and variance analysis, yield reporting and understanding of bill of materials;
New
Provide analysis and commentary to financial results Preparation and analysis of operational and financial reports Cost and variance analysis, yield reporting and understanding of bill of materials;
New
Provide analysis and commentary to financial results Preparation and analysis of operational and financial reports Cost and variance analysis, yield reporting and understanding of bill of materials;
New
Provide analysis and commentary to financial results Preparation and analysis of operational and financial reports Cost and variance analysis, yield reporting and understanding of bill of materials;
New
Senior Associate, Finance & Strategy - Product Finance, Cloud & Technology Spend
Toronto, ON · On-site
... Senior Associate to help manage and analyze a significant portion of DoorDash's Engineering ... Own financial reporting, forecasting, and variance analysis for a large and complex portfolio of ...
Senior Associate, Finance & Strategy - Product Finance, Cloud & Technology Spend
Toronto, ON · On-site
... Senior Associate to help manage and analyze a significant portion of DoorDash's Engineering ... Own financial reporting, forecasting, and variance analysis for a large and complex portfolio of ...
As a Management Consulting Senior Associate in the Finance Performance practice, you will ... Functional understanding of financial systems, business processes, and concepts in process redesign
As a Management Consulting Senior Associate in the Finance Performance practice, you will ... Functional understanding of financial systems, business processes, and concepts in process redesign
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve ...
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve ...
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve ...
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve ...
Associate Financial Advisor -- Build Your Own Business
Richmond Hill, ON · Remote
CA$90K - CA$300K/yr
Associate Financial Advisor -- Build Your Own Business Greater Toronto Area | Flexible | Part-Time or Full-Time | Commission-Based Are you looking to create additional income and build something of ...
Quick apply
Associate Financial Advisor -- Build Your Own Business
Richmond Hill, ON · Remote
CA$90K - CA$300K/yr
Associate Financial Advisor -- Build Your Own Business Greater Toronto Area | Flexible | Part-Time or Full-Time | Commission-Based Are you looking to create additional income and build something of ...
Financial Risk Management Senior Associate
Toronto, ON · On-site
CA$73K - CA$122K/yr
As a Financial Risk Management Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomesthat'llelevate your career. Your role will include, butisn'tlimited to:
Financial Risk Management Senior Associate
Toronto, ON · On-site
CA$73K - CA$122K/yr
As a Financial Risk Management Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomesthat'llelevate your career. Your role will include, butisn'tlimited to:
The Senior Associate role within our Financial Services Group is an exciting, transformative opportunity to lead meaningful work for financial services organizations across banking, capital markets ...
The Senior Associate role within our Financial Services Group is an exciting, transformative opportunity to lead meaningful work for financial services organizations across banking, capital markets ...
Senior Associate, Consulting Financial Services, Insurance
Toronto, ON · On-site
CA$84K - CA$134K/yr
As a Senior Associate in our Financial Services Consulting practice at PwC, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance ...
Senior Associate, Consulting Financial Services, Insurance
Toronto, ON · On-site
CA$84K - CA$134K/yr
As a Senior Associate in our Financial Services Consulting practice at PwC, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance ...
Completion of the Qualified Associate Financial Planner Certificate; * 1-3 years of similar or related administrative experience; * Knowledge of the Wealth and Estate Planning industry an asset;
Completion of the Qualified Associate Financial Planner Certificate; * 1-3 years of similar or related administrative experience; * Knowledge of the Wealth and Estate Planning industry an asset;
Consultant(E) Finance F/H
King City, ON · On-site
As an Associate, Technology & Operations Business Management you will lead independent pieces of ... Our team is accountable for the planning, execution and oversight of financial activities ...
New
Consultant(E) Finance F/H
King City, ON · On-site
As an Associate, Technology & Operations Business Management you will lead independent pieces of ... Our team is accountable for the planning, execution and oversight of financial activities ...
New
As an Associate, Technology & Operations Business Management you will lead independent pieces of ... Our team is accountable for the planning, execution and oversight of financial activities ...
New
As an Associate, Technology & Operations Business Management you will lead independent pieces of ... Our team is accountable for the planning, execution and oversight of financial activities ...
New
If this is your passion, take your next step and join Osler's Banking & Financial Services team as an associate in our Toronto office supporting our busy derivatives practice ! Here, you will have ...
If this is your passion, take your next step and join Osler's Banking & Financial Services team as an associate in our Toronto office supporting our busy derivatives practice ! Here, you will have ...
Int Analyst, financial
Toronto, ON · Hybrid
CA$109K/yr
Build and maintain complex financial models, including valuation, synergy analysis, and accretion/dilution * Support execution of acquisitions, financings, and divestitures across structuring ...
New
Int Analyst, financial
Toronto, ON · Hybrid
CA$109K/yr
Build and maintain complex financial models, including valuation, synergy analysis, and accretion/dilution * Support execution of acquisitions, financings, and divestitures across structuring ...
New
Fitch Ratings is part of Fitch Group, a global leader in financial information services with ... Fitch Ratings is seeking an Associate Director to join the Asset-Backed Securities Group in our ...
Fitch Ratings is part of Fitch Group, a global leader in financial information services with ... Fitch Ratings is seeking an Associate Director to join the Asset-Backed Securities Group in our ...
Financial Services Risk and Regulatory Advisory, Senior Associate
Toronto, ON · On-site
CA$65K - CA$109K/yr
... Senior Associate & Summary Join a dynamic team of talented risk professionals who are at the ... In our Financial Services Risk and Regulatory Advisory practice, you'll have the unparalleled ...
Financial Services Risk and Regulatory Advisory, Senior Associate
Toronto, ON · On-site
CA$65K - CA$109K/yr
... Senior Associate & Summary Join a dynamic team of talented risk professionals who are at the ... In our Financial Services Risk and Regulatory Advisory practice, you'll have the unparalleled ...
Manager/Senior Manager, Finance
Toronto, ON · On-site
$95 - $125/hr
Lead financial reviews with executive leadership and the CFO organization. Team Leadership & Talent Development * Lead, coach, and develop a team of Associate Finance Managers and Financial Analysts.
Manager/Senior Manager, Finance
Toronto, ON · On-site
$95 - $125/hr
Lead financial reviews with executive leadership and the CFO organization. Team Leadership & Talent Development * Lead, coach, and develop a team of Associate Finance Managers and Financial Analysts.
Financial Planner (Evergreen)
CA$75K - CA$90K/yr
The Financial Planner will be part of an integrated process that is dedicated to serving our ... We encourage our associates at all levels to: * Grow professionally and inspire others to do the ...
Financial Planner (Evergreen)
CA$75K - CA$90K/yr
The Financial Planner will be part of an integrated process that is dedicated to serving our ... We encourage our associates at all levels to: * Grow professionally and inspire others to do the ...
Financial Associate information
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?
| 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 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 Whitby, ON?
The most popular types of Financial jobs in Whitby, ON are:
What cities near Whitby, ON are hiring for Financial Associate jobs?
Cities near Whitby, ON with the most Financial Associate job openings:
Full-time
Dental, Vision, Retirement
Posted 2 days ago
New
Job description
Provide analysis and commentary to financial results Preparation and analysis of operational and financial reports Cost and variance analysis, yield reporting and understanding of bill of materials;
Ownership of the item master, standard costing processes and related analysis providing insight into financial impacts and recommendations for better business decision making. Utilities analysis and reporting;
Identify opportunitiesto improve/expand plant reporting to enable better business decisions;
Prepare monthly balance sheet reconciliations including, but not limited to bank reconciliations, intercompany invoicing and reconciliation, inventory, capital assets, trade spend and other liability accruals;
Prepare ad hoc analysis as required by sales, plant manager, business performance and other departments;
Provide recommendations for streamlining existing processes and system to help generate synergies between locations. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan. Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. For residents of Ontario, Canada: Based on Highspring’s discussions with its Client, Highspring’s understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly). Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here. Virginia residents may access our state specific policies here. Residents of all other states may access our policies here. Canadian residents may access our policies in English here and in French here. Residents of countries governed by GDPR may access our policies here. the individual’s skill sets, experience and training;
office location and other geographic considerations;
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
Ownership of the item master, standard costing processes and related analysis providing insight into financial impacts and recommendations for better business decision making. Utilities analysis and reporting;
Identify opportunitiesto improve/expand plant reporting to enable better business decisions;
Prepare monthly balance sheet reconciliations including, but not limited to bank reconciliations, intercompany invoicing and reconciliation, inventory, capital assets, trade spend and other liability accruals;
Prepare ad hoc analysis as required by sales, plant manager, business performance and other departments;
Provide recommendations for streamlining existing processes and system to help generate synergies between locations. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan. Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. For residents of Ontario, Canada: Based on Highspring’s discussions with its Client, Highspring’s understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly). Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here. Virginia residents may access our state specific policies here. Residents of all other states may access our policies here. Canadian residents may access our policies in English here and in French here. Residents of countries governed by GDPR may access our policies here. the individual’s skill sets, experience and training;
office location and other geographic considerations;
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
About Vaco
Sourced by ZipRecruiter
Vaco delivers critical talent solutions to companies in the areas of consulting, project resources, executive search, direct hire and strategic staffing with expertise in numerous areas including accounting and finance, technology and operations. Vaco's family of brands includes Pivot Point Consulting, a best in KLAS health care IT solutions provider; Focus Search Partners, a retained executive search practice; and MorganFranklin Consulting, Vaco's methodology-driven global consulting platform. Since its founding in 2002, Vaco has grown to serve more than 12,000 clients across the globe with more 9,800 employees. Vaco has been named to Inc. magazine's list of the fastest-growing private companies for the past 15 years and was named to Forbes' 2018-2021 lists of America's Best Recruiting Firms.
Industry
Recruiting and staffing services
Company size
5,001 - 10,000 Employees
Headquarters location
Brentwood, TN, US
Year founded
2002