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Financial Data Associate Jobs in Bethlehem, PA (NOW HIRING)

The Finance Associate manages full-cycle financial operations across multiple offices and company ... financial data for accuracy, including commissions, escrow transactions, and vendor ...

Senior Financial Analyst

Warren, NJ

$88K - $110K/yr

Responsible for supporting the financial close process through the reconciliation of client product account data and related fees. * Responsible for monthly forecasting activities, analysis, review ...

You will be leading the monthly reporting process by ensuring high quality of the financial data ... Associate Vice President of the department. Our working climate is informal, and we prioritize ...

Associate Financial Advisor

Allentown, PA ยท On-site

$60K - $120K/yr

Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models. * Participate in client meetings to assist with administrative follow-ups, case ...

Oracle EPM Developer

Allentown, PA ยท On-site

$54 - $67.25/hr

Load and maintain employee data in the budget environment; configure new/future hire setups per FP& ... Bachelor's or Associate's Degree in Information Technology or related field, or equivalent ...

We strive to provide an environment for our associates and customers that is welcoming, transparent ... Obtains, enters, and maintains financial data and accounting records by performing the following ...

We strive to provide an environment for our associates and customers that is welcoming, transparent ... Obtains, enters, and maintains financial data and accounting records by performing the following ...

Associate Product Manager - Product Development Location: Corporate HQ Easton, PA, USA Reports to ... Ability to evaluate product and program performance using financial and field data, including ...

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Financial Data Associate information

See Bethlehem, PA salary details

$30.1K

$69.5K

$136.4K

How much do financial data associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for financial data associate in Bethlehem, PA is $69,532.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,400.00 and $76,100.00 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?

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 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.

Finance Associate

Cross Key Management

New Hope, PA โ€ข On-site

Full-time

Re-posted 28 days ago


Job description

Finance AssociateJOB SUMMARY: The Finance Associate manages full-cycle financial operations across multiple offices and company entities, including accounts payable, accounts receivable, payroll coordination, commission processing, corporate allocations, and escrow management. This role ensures accurate and timely financial transactions, compliance with required documentation, and effective communication with agents, vendors, employees, and leadership. By overseeing commissions, deposits, credit cards, vendor accounts, and corporate fee allocations, this position plays a critical role in maintaining efficient financial workflows and supporting the company's overall fiscal health. ESSENTIAL FUNCTIONS:Accounts Payable & Vendor ManagementManage vendor accounts across multiple company entitiesVerify vendor documentation and legal compliance requirementsProcess payments accurately and on scheduleMaintain records for E&O billing and follow up on outstanding balancesPrepare weekly payables reports for leadership reviewAccounts Receivable & Escrow ManagementProcess incoming payments and deposits, including escrow/earnest moneyTrack receivables and follow up to ensure timely collectionDisburse EMD funds to title companies for closingsResearch and resolve escrow or payment discrepanciesCommission Processing & Agent SupportProcess and verify agent commissions across all officesPay referral corporate company dollar allocations and organize agent rewardsGenerate reports for marketing and leadership reviewMaintain detailed records for audits and compliancePayroll & Employee Financial CoordinationAssist with payroll setup for new employeesManage payroll tasks and maintain accuracy for each cycleGenerate payroll reports and maintain employee reimbursement recordsAccounting, Reporting & ComplianceEnter AP/AR and commission transactions into the general ledgerComplete intercompany allocations and corporate fee postings (NAF, FSA, depreciation, postage, etc.)Conduct reconciliations, stale check reviews, and fraud prevention measuresProduce ad hoc financial reports and maintain organized documentation for audit readinessCredit Card & Expense OversightMonitor company credit card activity and coding to correct accountsCommunicate with cardholders to collect receipts or clarify charges QUALIFICATIONS:Experience in accounting, finance, or a related role is required (real estate or multi-entity experience preferred)Previous experience in accounts payable/receivable is required.Strong attention to detail with the ability to manage high-volume financial transactions accurately across multiple accountsHighly organized with the ability to prioritize tasks and meet deadlines in a fast-paced environmentStrong communication and interpersonal skills when working with agents, vendors, employees, and leadershipComfortable using financial systems, spreadsheets, and accounting softwareAbility to review financial data for accuracy, including commissions, escrow transactions, and vendor paymentsFamiliarity with payroll support, reconciliations, and general ledger processes is preferred Please Note: This is a full-time, in-office position based in our New Hope office.Remote work is not available for this role.