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Financial Operations Associate Jobs in California

Whitecap

Senior Operations Associate

Santa Monica, CA · On-site

$115K/yr

WCS Healthcare is currently seeking an Operations Associate for an exciting opportunity within a ... valuation or finance * High Yield/Credit hedge fund background preferred with solid product ...

Carmax

Business Operations Associate

Sacramento, CA · On-site

$17.40 - $36.90/hr

Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...

Carmax

Business Operations Associate

Sacramento, CA · On-site

$17.40 - $36.90/hr

Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...

CarMax, Inc.

Business Operations Associate

Modesto, CA · On-site

$17.40 - $36.90/hr

Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...

CarMax, Inc.

Business Operations Associate

Sacramento, CA · On-site

$17.40 - $36.90/hr

Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...

Carmax

Business Operations Associate

Modesto, CA · On-site

$17.40 - $36.90/hr

Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...

Carmax

Business Operations Associate

Sacramento, CA · On-site

$17.40 - $36.90/hr

Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...

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Financial Operations Associate information

See California salary details

$11

$25

$52

How much do financial operations associate jobs pay per hour?

As of Jun 25, 2026, the average hourly pay for financial operations associate in California is $25.90, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $29.90 per hour, depending on experience, location, and employer.

What does a financial associate do?

A financial operations associate handles tasks such as processing transactions, maintaining financial records, and supporting budgeting and reporting activities. They often use financial software and require attention to detail to ensure accuracy in financial data management.

What are Financial Operations Associates?

Financial Operations Associates are professionals who support the financial activities of an organization, including managing transactions, reconciling accounts, processing invoices, and assisting with budgeting and reporting. They ensure that financial records are accurate and in compliance with regulations. Their role is crucial in maintaining the smooth operation of a company's financial processes and supporting the finance team with daily administrative and analytical tasks.

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

To thrive as a Financial Operations Associate, you need strong analytical abilities, attention to detail, and a foundational understanding of accounting or finance principles, often supported by a relevant degree. Familiarity with financial software such as Excel, ERP systems (like SAP or Oracle), and possibly certifications like CPA or CFA are highly valued. Excellent organizational skills, clear communication, and the ability to work collaboratively make someone stand out in this role. These skills ensure accurate financial processing, compliance, and effective coordination within a fast-paced finance environment.

What is a financial operations job description?

A financial operations associate manages financial processes such as accounts payable and receivable, reconciliations, and financial reporting. They often use tools like Excel and accounting software, ensuring accuracy and compliance in financial transactions. Strong analytical skills and attention to detail are essential for this role.

How much does a finance associate earn?

A financial operations associate typically earns between $50,000 and $70,000 annually, depending on experience, location, and company size. Entry-level positions may start lower, while experienced professionals or those in high-cost areas can earn higher salaries. Skills in financial analysis and proficiency with tools like Excel or financial software can influence compensation.

What are some common challenges Financial Operations Associates face when managing transaction accuracy and reporting deadlines?

Financial Operations Associates often navigate tight deadlines and high transaction volumes, which can make maintaining accuracy a challenge. They must pay close attention to detail when reconciling accounts, processing payments, and preparing financial reports to ensure compliance and avoid discrepancies. Additionally, collaborating with cross-functional teams such as accounting, compliance, and treasury requires strong communication skills to resolve issues efficiently. Adapting to frequent changes in regulations or internal processes is also a key aspect of the role.

What does a financial operations associate do?

A financial operations associate manages financial transactions, processes payments, reconciles accounts, and ensures compliance with financial policies. They often use financial software and may assist with reporting, budgeting, and audit preparations to support the company's financial health.
What are the most commonly searched types of Financial Operations jobs in California? The most popular types of Financial Operations jobs in California are:
What cities in California are hiring for Financial Operations Associate jobs? Cities in California with the most Financial Operations Associate job openings:
Financial Operations Associate jobs near you
Infographic showing various Financial Operations Associate job openings in California as of June 2026, with employment types broken down into 82% Full Time, 16% Part Time, 1% Temporary, and 1% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $53,874 per year, or $25.9 per hour.

Operations Associate, Retirement Plan Services

Concurrent Investment Advisors

San Diego, CA

$60K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

Description
The Operations Associate, Retirement Plan Services, plays a critical role in supporting the administration and execution of retirement plan services for our clients. This position is responsible for coordinating key operational activities, maintaining accurate plan records, facilitating client service requests, and ensuring timely completion of internal processes and deliverables.
Working closely with team members across Retirement Plan Services as well as partners in Finance, Compliance, Operations, and Business Development, the Operations Associate helps ensure a seamless experience for plan sponsors, participants, and advisors. The role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

The ideal candidate is proactive, service-oriented, and committed to operational excellence. This individual thrives in a collaborative setting, communicates effectively with stakeholders at all levels, and takes ownership of assigned responsibilities. Through their contributions, the Operations Associate helps support the successful delivery of retirement plan services and positively impacts the retirement outcomes of plan participants nationwide.

Responsibilities
Client Operations & Scheduling 
  • Manage and coordinate client meeting scheduling, including tracking systems, plan consultant travel and time preferences, meeting buffers, and cyclical scheduling cadences. 
  • Support meeting preparation by compiling agendas, plan review reports, and recordkeeper data and contacts for each upcoming meeting. 
  • Coordinate meeting follow-ups including distribution of minutes and facilitation of fund or fee change paperwork. 
  • Manage client onboarding documentation including scheduling forms, agreement and disclosure templates, and service-provider contact entry into CRM and RPAG systems. 
Communications & Distribution 
  • Monitor and respond to shared inboxes, ensuring timely and accurate routing of inquiries. 
  • Coordinate email distributions, including maintaining suppression rules and audience segmentation across platforms. 
  • Support management of phone lines and ensure proper call routing and coverage. 
  • Draft and distribute client communications including webinar invitations and event announcements. 
Reporting & Systems 
  • Assist with the creation and distribution of quarterly FIR and Plan Review reports, including benchmarking processes using RPAG. 
  • Maintain accurate and up-to-date records in Practifi (CRM) and RPAG, including committee tracker updates and contact information. 
  • Coordinate committee change notifications and ensure downstream updates are reflected across all relevant distribution lists. 
  • Support development and submission of Standard Operating Procedures (SOPs), coordinating approvals through Marketing and Compliance prior to publication. 
Cross-Functional Coordination 
  • Collaborate with Marketing, Compliance, Finance, and Human Capital on approvals, workflows, and shared projects. 
  • Serve as a point of contact for routine document requests and assist with time-sensitive operational deadlines. 
  • Support event planning and coordination, including logistics for client-facing and internal programs. 
  • Perform other related duties and responsibilities as reasonably assigned to support the operations team. 

Qualifications
  • Bachelor’s degree preferred, or equivalent relevant experience. 
  • Minimum of 2 years of administrative or operations support experience; 5 years preferred. 
  • Experience within a financial services, retirement, or advisory firm environment is a plus. 
  • Familiarity with CRM platforms (e.g., Practifi) or retirement plan systems (e.g., RPAG) is beneficial but not required. 
  • Highly organized and detail-oriented, with the ability to manage multiple tasks and deadlines simultaneously. 
  • Strong written and verbal communication skills. 
  • Self-directed and capable of working independently with minimal supervision. 
  • Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint). 
  • Demonstrates a commitment to quality, responsiveness, and continuous improvement. 
Compensation

Salary: $60,000 - 90,000 annually.
Final compensation will be determined based on several job-related factors, including location, relevant skills, professional licensure, experience, and education.
Location / Schedule
  • This position will be located in San Diego, CA (preferred); Dallas, TX; Tampa, FL. 
  • Working hours are 9am-5pm Monday-Friday 
  • Occasional evening/weekend hours may be requested per business need
  • Ability to travel up to 15%

Benefits
  • 401(k) matching
  • Dental Insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance