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Financial Management Assistant Jobs in Connecticut

Pilot Company

Travel Center Assistant Manager

Milford, CT · On-site

$69K - $84K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

The Retail Assistant Manager will also be: * Ensuring that customer expectations are met ... for financial results * Previous management proficiency in high volume retail with P&L ...

Pilot Company

Travel Center Assistant Manager

Milford, CT · On-site

$69K - $84K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

The Retail Assistant Manager will also be: * Ensuring that customer expectations are met ... for financial results * Previous management proficiency in high volume retail with P&L ...

Pilot Flying J

Travel Center Assistant Manager

Milford, CT · On-site

$69K - $84K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

The Retail Assistant Manager will also be: * Ensuring that customer expectations are met ... for financial results * Previous management proficiency in high volume retail with P&L ...

Pilot Company

Travel Center Assistant Manager

Milford, CT · On-site

$69K - $84K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

The Retail Assistant Manager will also be: * Ensuring that customer expectations are met ... for financial results * Previous management proficiency in high volume retail with P&L ...

CFS

Assistant Finance Director

East Haddam, CT · Hybrid

$100K - $175K/yr

Assistant Finance Director CFS has partnered with a respected organization in the Haddam area that ... Strong knowledge of accounting principles and financial management practices * Experience with ...

Advanced Hospitality

Finance Manager

Milford, CT · On-site

$65K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... in financial management, payroll, and analysis ----- DESCRIPTION We are seeking a proactive and ... Ensure timely AP/AR processing and resolution of related inquiries * Assist with tax reporting ...

New

MBI, Inc.

Associate Finance Manager

Norwalk, CT · On-site

Analyze financial results and investigate variances, providing meaningful insights to management. * Assist in preparing financial reports and supporting schedules for leadership and external auditors.

Socket.dev

Chief Financial Officer

Bridgeport, CT · On-site

$115 - $125/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Financial Management: * Provide oversight of daily financial operations, ensuring accurate and ... Coordinate and oversee external audits and reviews of financial records. * Assist in acquiring ...

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Showing results 1-20

All JobsFinancial Management JobsFinancial Management Assistant JobsFinancial Management Assistant Jobs in Connecticut

Financial Management Assistant information

What is the difference between Financial Management Assistant vs Bookkeeper?

AspectFinancial Management AssistantBookkeeper
CredentialsBasic finance or accounting certifications, relevant experienceOften no formal certification, experience in bookkeeping
Work EnvironmentOffice settings, supporting financial teamsOffice or remote, focused on recording transactions
Employer & IndustryBusinesses, nonprofits, government agenciesSmall businesses, accounting firms, organizations
Primary ResponsibilitiesAssisting with financial reports, budgeting, data entryRecording financial transactions, reconciling accounts

The main difference is that a Financial Management Assistant supports broader financial functions like budgeting and reporting, while a Bookkeeper primarily focuses on recording and reconciling financial transactions. Both roles require attention to detail and familiarity with financial software, but the Assistant often has a wider scope of responsibilities.

What does a financial management assistant do?

A financial management assistant supports financial operations by preparing reports, maintaining records, and assisting with budgeting and accounting tasks. They often use financial software and require strong organizational and numerical skills to ensure accurate financial data handling.

What skills do you need to be a financial management assistant?

A financial management assistant needs strong analytical skills, attention to detail, and proficiency with financial software such as Excel or accounting systems. Good communication skills and the ability to organize and prioritize tasks are also important for supporting financial operations effectively.

What are the most commonly searched types of Financial Management jobs in Connecticut?

The most popular types of Financial Management jobs in Connecticut are:

Financial Management Assistant jobs near you
Infographic showing various Financial Management Assistant job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, 2% Temporary, and 4% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution.

Financial Planning Specialist

Kestra Financial Independent Advisor

Avon, CT • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 10 days ago

Job description

Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals. You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exceptional service and advice.

Key Responsibilities:

  • Analyze clients' financial situations, investment portfolios, and goals to provide tailored planning recommendations.
  • Prepare and present detailed financial plans, including retirement, tax, and estate planning strategies.
  • Stay updated on market trends, financial products, and regulatory changes to provide accurate and relevant advice.
  • Work collaboratively with team members to support client communications and ongoing relationship management.
  • Assist in the development of educational materials and seminars for clients.

Requirements

  • Bachelor’s degree in finance, economics, or a related field.
  • Minimum of 3-5 years of experience in financial planning or a related advisory role.
  • CFP certification or in progress is preferred.
  • Strong analytical and problem-solving skills with a keen attention to detail.
  • Excellent communication and interpersonal skills to build relationships with clients and team members.
  • Proficient in financial planning software and Microsoft Office Suite.

Benefits

Competitive base salary with performance-based bonuses.

Comprehensive health, dental, and vision insurance.

401(k) plan with company match.

Professional development opportunities, including continuing education reimbursement.

A collaborative and client-focused work environment.