ZipRecruiter

Log In

1

Financial Data Associate Jobs (NOW HIRING)

Munich RE

Associate Financial Specialist

Princeton, NJ · On-site

Associate Financial Specialist We are adding to our diverse team of experts and are looking to hire ... This role sits at the intersection of accounting, data, and systems - focused on transforming large ...

Fute IT Inc

Associate Financial Advisor

Hanover, NH · On-site

Role Description This is a full-time hybrid role for an Associate Financial Advisor based in ... financial data, and offering tailored financial advisory services in line with company values.

BNY

Associate, Data Governance

New York, NY

$52K - $70K/yr

Associate, Data Governance At BNY, our culture allows us to run our company better and enables ... As a leading global financial services company at the heart of the global financial system, we ...

W3Global Inc.

Associate Financial Advisor

Hanover, NH · Hybrid

$60K - $70K/yr

The Associate Financial Advisor will assist in the creation and management of financial plans and ... financial data, and offering tailored financial advisory services in line with company values.

Boeing

Associate Financial Analyst

Hazelwood, MO

Associate Financial Analyst Company: The Boeing Company The Boeing Company is looking for an ... Analysis of financial data and the preparation of reports to aid decision-making and budget ...

Boeing

Associate Financial Analyst

Hazelwood, MO

Associate Financial Analyst Company: The Boeing Company The Boeing Company is looking for an ... Analysis of financial data and the preparation of reports to aid decision-making and budget ...

next page

Showing results 1-20

All JobsFinancial Data Associate Jobs

Financial Data Associate information

See salary details

$30.5K

$70.4K

$138K

How much do financial data associate jobs pay per year?

As of Jul 8, 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 Associate jobs near you

Associate Financial Specialist

Munich RE

Princeton, NJ • On-site

Other

Medical, Life, Retirement, PTO

Posted 11 days ago

Job description

Associate Financial Specialist

We are adding to our diverse team of experts and are looking to hire those who are committed to building a culture that enables the creation of innovative solutions for our business units and clients.

We're looking for a finance-driven analyst who can build and scale how financial data is structured, analyzed, and delivered. This role sits at the intersection of accounting, data, and systems - focused on transforming large-scale ERP and general ledger data into clean, automated, and presentation-ready outputs.

You will design and build repeatable reporting solutions, leveraging tools like Excel, Power Query, SQL, and AI to improve speed, accuracy, and scalability.

The Company

Munich Re America Services (MRAS) is a shared service organization that delivers services to all Munich Re US P&C Companies and other group entities.

As a member of Munich Re's US operations, we offer the financial strength and stability that comes with being part of the world's preeminent insurance and reinsurance brand. Our risk experts work together to assemble the right mix of products and services to help our clients stay competitive - from traditional reinsurance coverages, to niche and specialty reinsurance and insurance products.

The Opportunity

Future focused and always one step ahead!

We are seeking a highly motivated and technically proficient Financial Specialists to join our IT Controlling Finance team in the US. You will have the opportunity to apply your technical expertise to support financial planning, analysis, and reporting for our IT organization.

Responsibilities

  • Extract, transform, and manage large-scale financial data from ERP systems.
  • Build structured datasets from raw general ledger and subledger data.
  • Design and maintain scalable Excel-Based reporting solutions.
  • Develop centralized data models that feed multiple reporting outputs.
  • Create automated, multi-tab excel workbooks with a single source of truth.
  • Translate financial data into executive-ready outputs (Excel, Power Point and Power BI).
  • Leverage tools such as Power Query, SQL, and AI to streamline workflows.
  • Improve and automate recurring reporting processes.
  • Partner with dynamic high performing global finance team to ensure data accuracy and alignment.

Qualifications

  • Bachelor's degree in finance, accounting, or a related field
  • 1-4 years of experience in financial analysis, accounting, or finance data roles.
  • Power Query (required).
  • SQL (querying, joins, transformations).
  • Familiar with automation tools (Power Automate, scripting, etc..)
  • Experience using AI tools to accelerate reporting.
  • Experience with Microsoft Power BI
  • Building structured, scalable workbooks.
  • Experience working with large datasets.
  • Experience extracting and working with ERP data.
  • Proven ability to clean, structure and transform raw financial data.
  • Strong data mindset (automation-focused).

The Company is open to considering candidates in Princeton, NJ. The salary range posted below applies to the Company's Princeton location.

The base salary range anticipated for this position is $73,000- $107,000plus opportunity for company bonus based upon a percentage of eligible pay. In addition, the company makes available a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).

The salary estimate displayed represents the typical salary range for candidates hired in this position in Princeton, NJ. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Most candidates will start in the bottom half of the range.

#LI-JR1

Apply Now

Apply