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Financial Data Associate Jobs in Phoenix, AZ (NOW HIRING)

Vertex Education

School Financial Analyst

Chandler, AZ · On-site

Strong analytical skills to interpret financial data, conduct variance analysis, and identify ... Associate degree preferred. * Bachelor's degree preferred. Physical Requirements: Overall, while ...

Vertex Education

School Financial Analyst

Chandler, AZ · On-site

Strong analytical skills to interpret financial data, conduct variance analysis, and identify ... Associate degree preferred. * Bachelor's degree preferred. Physical Requirements: Overall, while ...

Ralliant

Senior Financial Analyst

Chandler, AZ · On-site

$84K - $104K/yr

Effective communication of data driven recommendations to move the business forward with a sense of ... With engineering and manufacturing capability in Arizona and California, our associates work ...

Ralliant

Senior Financial Analyst

Chandler, AZ · On-site

$84K - $104K/yr

Strong Excel, financial modeling, and data analytics skills * 5+ years of related experience ... With engineering and manufacturing capability in Arizona and California, our associates work ...

Baird

Associate Financial Advisor

Phoenix, AZ · On-site

Review, research and analyze data to create customized, annual financial plans for clients ... the Associate Financial Advisor role * Must hold SIE, Series 7/66 or Series 7/63/65 licenses

TEK Systems

Project Operations Associate

Tempe, AZ

The Project Operations Associate (POA) facilitates escalation of financial operations issues and ... Assists with compiling monthly financial data for company income statements. * Ensures accurate ...

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All JobsFinancial Data Associate JobsFinancial Data Associate Jobs in Phoenix, AZ

Financial Data Associate information

See Phoenix, AZ salary details

$30.3K

$69.9K

$137K

How much do financial data associate jobs pay per year?

As of Jul 29, 2026, the average yearly pay for financial data associate in Phoenix, AZ is $69,872.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,600.00 and $76,500.00 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 are the most commonly searched types of Financial Data jobs in Phoenix, AZ? The most popular types of Financial Data jobs in Phoenix, AZ are:
Financial Data Associate jobs near you
School Financial Analyst

School Financial Analyst

Vertex Education

Chandler, AZ • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago

Job description

Be the one who makes a difference!

At Vertex Education we are a team of high achievers, courageous leaders, and passionate believers in changing lives through education. As a purpose-led education services provider, our mission is destined to benefit many and yet it starts with just one person inspired to work together with us to make a memorable and meaningful difference for our clients, schools, students, and communities. Be the one who makes a difference-with us.

The School Finance Analyst plays a key role in supporting the financial health and sustainability of partner schools by providing accurate, timely, and actionable financial information that informs decision-making.This role largely supports Lead Client Managers in overseeing school portfolios, assisting with monthly financial close, reporting, board materials, audit coordination, and compliance activities. Over time, the School Finance Analyst begins to take on greater strategic thought partnership with school leaders, helping them understand financial trends, assess risks, and plan proactively to ensure long-term stability and student success.

ESSENTIAL FUNCTIONS:

This section describes the essential functions of this role but is not intended to be all-inclusive. Other duties may be assigned, as necessary. Reasonable accommodation may be provided to enable individuals with disabilities to perform the essential functions of this job.

  • Support on 4-5 clients (or fewer, more complex clients/multi-state portfolio).

  • Lead initial work on monthly close - pre-close activities, initial review and analysis of all financial statements, suggested adjustments.

  • Lead development and editing of board presentation in consultation with ACM/CM+; present routine financials at committee or board meeting.

  • Lead completion of all reports and compliance documents, with oversight by ACM/CM+.

  • Serve as primary BCM contact for all audit documents and requests, seeking support when needed.

  • Manage basic day-to-day client requests.

  • Actively contribute to local team (e.g., hiring process, training, culture).

KNOWLEDGE, SKILLS, & ABILITIES:

  • Previous experience in financial analysis, accounting, or auditing roles, preferably within the education sector or working with charter schools.

  • Understanding of educational finance regulations, funding sources, and compliance requirements applicable to charter schools at the federal, state, and local levels.

  • Strong analytical skills to interpret financial data, conduct variance analysis, and identify trends, patterns, and anomalies in financial statements and reports.

  • Proficiency in using accounting software, ERP systems, and financial management tools commonly used in educational finance, such as QuickBooks, Sage Intacct, or specialized school finance software.

  • Effective verbal and written communication skills to communicate financial information, analysis, and recommendations to clients, colleagues, and stakeholders.

  • Meticulous attention to detail to ensure accuracy in financial data analysis, reporting, and documentation, as well as compliance with regulatory requirements and accounting standards.

  • Strong organizational skills to manage multiple tasks, prioritize responsibilities, and meet deadlines in a fast-paced client service environment.

Competencies:

  • Ability to perform financial analysis, including budget variance analysis, trend analysis, cash flow analysis, and financial ratio analysis, to assess financial performance and identify areas for improvement.

  • Proficiency in preparing accurate and timely financial reports, statements, and analyses for clients, including income statements, balance sheets, cash flow statements, and budget reports.

  • Assistance in budget development, monitoring, and analysis, including reviewing budget proposals, tracking budget vs. actual performance, and providing insights and recommendations to clients for budget adjustments.

  • Support for grant management activities, including grant proposal development, budgeting, compliance monitoring, and reporting requirements, to ensure proper utilization of grant funds and compliance with grant terms.

  • Strong customer service orientation with a focus on meeting client needs, addressing inquiries, and providing timely and accurate financial information, analysis, and support.

  • Capacity to analyze complex financial issues, identify root causes, and develop practical solutions or recommendations to address client challenges or concerns.

  • Collaboration with other members of the client management group, accounting team, and firm leadership to coordinate financial activities, share best practices, and support the achievement of client service goals and objectives.

  • Commitment to ongoing professional development and staying informed about changes in educational finance regulations, accounting standards, industry trends, and best practices.

Education:

  • Associate degree preferred.

  • Bachelor's degree preferred.

Physical Requirements:

Overall, while the physical demands of the role are generally light, maintaining good posture, taking regular breaks, and practicing ergonomic principles can help mitigate the risk of discomfort or strain associated with prolonged periods of sitting and computer use. While the role of School Finance Analyst is predominantly sedentary and office-based, there are still some physical requirements associated with the job:

  • Extended periods of sitting: The School Finance Analyst typically spends much of their workday seated at a desk, working on a computer or reviewing documents.

  • Screen time: The role involves extensive use of computers and other electronic devices, which may require good eyesight and the ability to focus for extended periods.

  • Keyboard and mouse use: Proficiency in typing and using a computer mouse is essential for entering data, generating reports, and navigating payroll and benefits systems.

  • Manual dexterity: The ability to handle paperwork, files, and office equipment such as printers, scanners, and copiers may be necessary.

  • Communication: While not strictly a physical requirement, clear verbal and written communication skills are important for interacting with colleagues, employees, and external contacts.

  • Occasional standing and walking: Although most tasks are performed while seated, there may be occasions when the School Finance Analyst needs to attend meetings, walk to other departments, or participate in training sessions.

Be excited to be a part of our team and grow your career with us!

Be the one who enables us to positively impact over 258,000 students across multiple states while driving our growth forward so we can enrich even more lives. Be the one who helps us achieve excellence for over 226 schools that we support with academics, finance, technology, human resources, communications, marketing, facilities, construction, and food services. Be the one who is a diverse thinker, a team player, a smart risk taker, an innovator, and a difference maker by encouraging others to climb higher and reach farther to further education.

  • Be yourself surrounded by wonderful people who care about you, value your unique skills, and lift you up.

  • Be supported in your work by caring leaders and team members who want you to succeed.

  • Be empowered to make a difference and climb higher and reach farther to change lives through education.

  • Be well in all aspects of your life from your physical, mental, and emotional wellbeing to your finances.

  • Enjoy industry-leading pay, rewards, referral bonuses, with unlimited flexible paid time-off for performance.

  • Be able to care for your health and your family with comprehensive medical, dental and vision benefits and invest in your future with 401(k) plans with a 6% employer match on your contributions.

  • Enhance your growth and development with mentoring and money to take training classes.

  • Thrive in a welcoming, supportive, and inclusive environment where we treat others with fairness and respect, celebrate diversity, and elevate equality and inclusion as an equal opportunity employer.

Be the one who makes a difference!

With an innovative mind, a hungry heart, and engaging spirit you can change lives through education. Be a part of Vertex Education and let's make a difference together. Apply Today!

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