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Financial Associate Jobs (NOW HIRING)

Harvard University

Financial Associate II

Boston, MA · On-site

The Financial Associate II reports directly to the Assistant Director of Finance (ADF) and is a core member of the HiTS Finance and Administration team. The team's mission is to provide the HiTS ...

Harvard University

Financial Associate II

Boston, MA · On-site

The Financial Associate II reports directly to the Assistant Director of Finance (ADF) and is a core member of the HiTS Finance and Administration team. The team's mission is to provide the HiTS ...

UAB NOVA RENT

Financial Associate (Temp)

Birmingham, AL · On-site

Works closely with the Financial/Business Officer on such matters as monitoring sizeable budgets, providing projections and costing, preparing grants and contracts, maintenance of financial databases ...

Deca Analytics

Junior Financial Associate

San Juan, PR · On-site

We are seeking a highly motivated and detail-oriented Junior Financial Associate to join our Capital Markets team. This is an ideal opportunity for recent graduates or early-career professionals ...

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Financial Associate information

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$30.5K

$70.4K

$138K

How much do financial associate jobs pay per year?

As of Jun 15, 2026, the average yearly pay for financial associate in the United States is $70,370.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $77,000.00 per year, depending on experience, location, and employer.

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

What is an associate role in finance?

A financial associate role typically involves supporting financial analysis, preparing reports, and assisting with client or internal financial transactions. It often requires strong analytical skills, proficiency with financial software, and relevant certifications such as a degree in finance or accounting. The position serves as an entry or mid-level role within finance teams, providing foundational experience for career advancement.

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 such as CFA or CPA. Their work environment typically involves collaboration with clients or internal teams to ensure financial accuracy and compliance.

What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?

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 is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and financial software, and may be involved in tasks such as account reconciliation, financial analysis, and compliance monitoring.
More about Financial Associate jobs
What cities are hiring for Financial Associate jobs? Cities with the most Financial Associate job openings:
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Financial Associate jobs near you
Infographic showing various Financial Associate job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 84% Full Time, 14% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $70,370 per year, or $33.8 per hour.
Senior Financial Associate

Senior Financial Associate

Quantech Services, Inc.

Springfield, VA • On-site

$89K - $111K/yr

Full-time

Posted 27 days ago

Job description

Job Title
Senior Financial Associate
Functional Title
Financial Systems Analyst/Systems Accountant - Mid
Contract position State Location
Springfield, VA US (Primary)
Education
Bachelor's Level Degree
Job Type
Full-time
Job Description
We are currently seeking a Financial Systems Analyst / Systems Accountant (Mid- Financial Management) .
Support the objectives of the FM Business Solutions Office (FMZ) to create, plan, and implement solutions for the improved processing, analysis, collection, organization, storage, management, retrieval, and use of financial data from across the enterprise.
Responsibilities:
  • Supports the Financial Management Directorate and FM Business Solutions Office (FMZ).
  • Assists the government with financial management operations.
  • Monitors and coordinates program resource allocations.
  • Supports Government representatives at meetings.
  • Supports the Geospatial Intelligence Financials (GEO-F) and Organization Requirements and Budgeting Information Tool (ORBIT) systems, including future enhancements.
  • Understands the Planning, Programming, Budgeting, and Execution Cycle.
  • Develops and validates financial requirements.

Job Requirements
Duties include:
  • Developing, maintaining, and supporting program schedules.
  • Developing business cases for financial system enhancements and recommending solutions
  • Developing and maintaining system documentation and training materials
  • Developing and validating methodologies for migrating data between systems
  • Participating in joint meetings related to operations and maintenance of NGA's Core Financial Systems.
  • Develop IV&V testing processes to validate financial results prior to implementing system enhancements with NGA's Core Financial Systems.
  • Coordinating and participating in system engineering and technical exchange meetings to support quick resolution of architectural, design, system interoperability and policy issues.
  • After operational needs for enhancements or system changes are assessed, define and develop technical requirements and specifications for development and test.
  • Coordinating and participating in milestone events to include requirement reviews, design reviews, and program management reviews.
  • Coordinating with security organizations facilitating security certification and accreditation documentation and activities such as security reviews and package submittals.
  • Implementation of financial systems in the federal environment from both a systems and functional perspective.
  • Developing reference architectures, implementation plans, CONOPs, exercise plans, data strategies, and process flows.
  • Providing detailed comparison of all relevant release notes for system upgrades.
  • Coordinating with the system owner and ASP to advise on and ensure all subsystems are up-to-date per user's requirements.

Required Qualifications:
  • Must have an active TS/SCI clearance, with a CI polygraph
  • Possess a Bachelor's degree or higher in a business-related field such as Business, Finance, Accounting, Management, Computer Science, Economics.
  • 8 years of total experience in assessing federal financial business processes, developing financial systems options, and implementing system solution to include demonstrated experience with federal financial management including all aspects of programming, planning, budgeting, execution and/or accounting.

In addition to that, specialized demonstrated experience in the following criteria (total 6 years)
  • 2 years of demonstrated experience conducting analyses in Momentum Financials that may involve complex technical parameters, acquisition and technical requirements, procurement and business principles, and similar cost-influencing factors
  • 2 years of demonstrated experience with Momentum software lifecycle management activities that may include requirements gathering via process assessment, development and maintenance of configuration management, system testing supporting Momentum-based financial system upgrade and enhancements
  • 1 years demonstrated experience resolving FISCAM audit Notification of Findings & Recommendations (NFR)
  • 1 years demonstrated experience performing SAR reviews on SSAE 18

Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
We hire Military!
Work, Physical and Mental Requirements *
Please see standard Work, Physical and Mental Requirements for all Quantech roles.
Security clearance required
TSSCI CI Poly
Travel
0 - 10%

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