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Financial Data Associate Jobs (NOW HIRING)

Financial Data Analyst

Lititz, PA · On-site +1

$65K - $75K/yr

Job Summary Clark Associates is seeking a driven and detail-oriented Financial Data Analyst to join the Financial Systems & Data team. In this role, you will work directly with The Restaurant Store ...

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Financial Data Associate information

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$30.5K

$70.4K

$138K

How much do financial data associate jobs pay per year?

As of Jun 7, 2026, the average yearly pay for financial data 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.

What does a Financial Data Associate do?

A Financial Data Associate is responsible for collecting, analyzing, and maintaining financial data that supports business decision-making and reporting. They work closely with financial analysts and other team members to ensure the accuracy and integrity of financial information. Their duties may include preparing reports, verifying data entries, managing databases, and assisting with financial modeling. This role requires strong analytical skills, attention to detail, and proficiency in data management tools. Financial Data Associates play a crucial role in supporting the financial operations and objectives of an organization.

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

To thrive as a Financial Data Associate, you need strong analytical skills, attention to detail, and a background in finance, accounting, or a related field, often supported by a bachelor's degree. Familiarity with financial modeling tools, advanced Excel functions, and database systems like SQL are commonly required, and certifications such as CFA or FRM can be advantageous. Strong communication, problem-solving abilities, and a collaborative mindset help you effectively interpret data and work with cross-functional teams. These skills are critical for ensuring data accuracy, supporting financial decision-making, and maintaining the integrity of financial analysis in a fast-paced environment.

What are the typical daily responsibilities of a Financial Data Associate, and how do they contribute to the broader finance team?

As a Financial Data Associate, your daily responsibilities typically include collecting, validating, and managing large datasets related to financial markets, client portfolios, or company performance. You’ll often work closely with analysts and portfolio managers to ensure the accuracy and timeliness of data used in financial modeling and decision-making. This role requires strong attention to detail, effective communication, and proficiency with data management tools like Excel or SQL. Your contributions are essential in maintaining data integrity and supporting the team's analytical and reporting needs, which directly impact investment strategies and business outcomes.

What is the difference between Financial Data Associate vs Financial Analyst?

AspectFinancial Data AssociateFinancial Analyst
Required CredentialsBachelor's in Finance, Economics, or related field; proficiency in Excel and data toolsBachelor's or higher in Finance, Economics; often CFA or CPA certifications
Work EnvironmentData-focused roles within finance teams, often in banking, investment firms, or corporate financeAnalytical roles involving financial modeling, forecasting, and strategic analysis
Employer & Industry UsageUsed in banking, asset management, corporate finance for data managementCommon in investment firms, banks, corporate finance for decision support

While both roles require strong finance knowledge and data skills, Financial Data Associates primarily handle data collection, validation, and reporting, whereas Financial Analysts focus on interpreting data to provide strategic insights and recommendations.

What cities are hiring for Financial Data Associate jobs? Cities with the most Financial Data Associate job openings:
What are the most commonly searched types of Financial Data jobs? The most popular types of Financial Data jobs are:
What states have the most Financial Data Associate jobs? States with the most job openings for Financial Data Associate jobs include:
Financial Data Analyst

Financial Data Analyst

Clark Associates

Lititz, PA • On-site, Remote

$65K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago


Clark Associates rating

7.8

Company rating: 7.8 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

107th of 336 rated retail wholesalers


Job description

Job Summary

Clark Associates is seeking a driven and detail-oriented Financial Data Analyst to join the Financial Systems & Data team. In this role, you will work directly with The Restaurant Store Accounting team as well as the broader Clark Associates Finance organization to deliver reporting, analysis, and insights that support strategic decision-making and operational efficiency.  


This role requires strong collaboration across Finance and Accounting teams, with an emphasis on understanding business context, improving reporting accuracy, and enabling decision-making through scalable data solutions. 


This role is a preferred hybrid role, if you are local to Lititz, PA, with one day in the office a week to ensure valuable face time with the team. 

Responsibilities

Reporting & Data Storytelling 

  • Translate financial and operational data into clear, accurate, and actionable insights  
  • Build and maintain Power BI and Excel-based reporting solutions aligned to business needs  
  • Anticipate stakeholder needs and structure analyses to answer key business questions  
  • Ensure reporting is accurate, consistent, and aligned with defined data and metric standards  

Stakeholder Collaboration & Business Partnership 

  • Partner with stakeholders to understand business goals, constraints, and reporting needs  
  • Translate business problems into structured analytical questions and reporting solutions  
  • Collaborate on KPI definitions, report design, and data requirements to ensure alignment  
  • Set clear expectations around timelines, scope, and deliverables  

Business & Financial Acumen 

  • Apply financial knowledge to contextualize reporting and analysis  
  • Connect insights to broader business strategy, KPIs, and operational performance  
  • Understand how financial and operational processes impact reported results  

Data Modeling & Reporting 

  • Extract and combine data from multiple sources (Snowflake, SQL, Excel, semantic models, etc.)  
  • Develop and interpret SQL queries and DAX measures to support analysis  
  • Validate data accuracy, completeness, and consistency across reporting layers  
  • Build, enhance, and maintain Power BI data models and reporting solutions  
  • Ensure models are efficient, scalable, and aligned with best practices  


Process & Operational Support 

  • Maintain recurring operational reporting for The Restaurant Store Accounting team  
  • Identify opportunities to improve reporting consistency and automation  
  • Stay current on BI, Snowflake, and data visualization best practices  


Project Ownership & Execution 

  • Own projects end-to-end from intake through delivery  
  • Manage multiple priorities and communicate tradeoffs when needed  
  • Provide accurate timelines and structured project plans  
  • Independently manage stakeholder relationships with appropriate support as needed  
Physical Requirements
  • Work is performed while sitting/standing and interfacing with a personal computer.
  • Requires the ability to communicate effectively using speech, vision, and hearing.
  • Requires the regular use of hands for simple grasping and fine manipulations.
  • Requires occasional bending, squatting, crawling, climbing, and reaching.
  • Requires the ability to occasionally lift, carry, push, or pull medium weights, up to 50lbs.
Remote Work Qualifications
  • Access to a reliable and secure high-speed internet connection. Cable or fiber internet connections (at least 75mbps download/10mbps upload) are preferred, as satellite connections often cannot support the technologies used to perform day-to-day tasks.
  • Access to a home router and modem.
  • A dedicated home office space that is noise- and distraction-free. The space should have strong wireless connection or a wired Ethernet connection (wired connection is preferred, if possible).
  • A valid, physical address (apartment, suite, etc.). PO Boxes are not supported, as a physical address is required for you to receive your computer equipment.
  • The desire and ability to work and communicate with other team members via chat, webcam, etc.
  • Legal residents of one of the following states: (AK, AL, AR, AZ, CT, DE, FL, GA, IA, ID, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, OH, OK, PA, SC, SD, TN, TX, UT, VA, VT, WI, WV, or WY). H-1B Visa Sponsorship Not Available, W2 only.
Experience
  • 2–4 years of professional experience in data analytics, finance, or a related role
  • Experience working with financial or operational datasets (strongly preferred)
  • Knowledge of finance or accounting concepts
  • Proficiency in Power BI or similar data visualization tools
  • Strong SQL skills, including experience working in cloud data environments (Snowflake preferred)
  • Advanced Excel skills required
  • Proficiency in Python, Power Automate, and Excel VBA (nice to have)
  • Experience leveraging AI tools (e.g., Claude, Copilot, or similar) to enhance analysis, reporting, modeling, and workflow efficiency
Education

This role does not require a degree. We value relevant skills and experience and alignment with our core values above all else.

Desired Traits & Skills
  • Strong analytical and problem-solving skills
  • Ability to work independently while managing multiple priorities
  • Strong communication skills, with ability to clearly present findings to stakeholders
  • Curiosity and initiative to explore data and identify opportunities without being prompted
  • Ability to think critically about business problems, not just execute requests
  • Interest in building scalable, sustainable reporting rather than one-off solutions
Company Overview

A rapidly growing, multi-divisional company headquartered in Lancaster, Pennsylvania with services supporting all of Clark’s distribution methods in the food service industry.

Benefits
  • Medical
  • Vision
  • Dental
  • PTO
  • Paid Maternity Leave
  • Paid Parental Leave
  • Life Insurance
  • Disability
  • Dependent Care FSA
  • 401(k) matching
  • Employee Assistance Program
  • Wellness Incentives
  • Company Discounts
  • AT&T & Verizon Discount
  • Bonus Opportunities
  • Accident Insurance
  • Critical Illness Insurance
  • Adoption Assistance
Available at HQ Locations Only
  • On-Site Fitness Centers
  • Dog-friendly Offices

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