ZipRecruiter

Log In

1

Financial Operations Associate Jobs in Plano, TX

MarshBerry

Sales Operations Associate

Plano, TX · On-site

$100 - $120/hr

We are seeking a Sales Operations Associate to join our team. We have a people-first, fast-paced ... Bachelor's degree in business, Finance, Marketing or related degrees. * Related professional ...

New

Tapcheck

Payment Operations Associate

Plano, TX · On-site

$24 - $28/hr

About the Job Tapcheck is looking for a Payments Operations Associate to join our growing team in ... Worked in financial services, operations, or a related field for 1-2 years * Applied strong ...

next page

Showing results 1-20

All JobsFinancial Operations Associate JobsFinancial Operations Associate Jobs in Plano, TX

Financial Operations Associate information

See Plano, TX salary details

$10

$24

$49

How much do financial operations associate jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for financial operations associate in Plano, TX is $24.52, according to ZipRecruiter salary data. Most workers in this role earn between $16.63 and $28.32 per hour, depending on experience, location, and employer.

What is a financial operations associate?

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 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 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 are the most commonly searched types of Financial Operations jobs in Plano, TX?

The most popular types of Financial Operations jobs in Plano, TX are:

What cities near Plano, TX are hiring for Financial Operations Associate jobs?

Cities near Plano, TX with the most Financial Operations Associate job openings:

Financial Operations Associate jobs near you

Operations Associate

Harmonious Capital Administration

Dallas, TX • On-site

Full-time

Medical, Dental, Vision, Life, PTO

Re-posted 3 days ago

Job description

Harmonious Capital Administration provides institutional-grade fund administration, investor services, and operational support to emerging fund managers, private investment vehicles, and special-purpose entities. We deliver precision, transparency, and peace of mind through innovative technology and high-touch service. Our team is focused on building a modern operational backbone for alternative investments-where accuracy, integrity, and client trust come first.
We are growing quickly and seeking an Operations Associate who is detail-oriented, proactive, and energized by creating order, streamlining processes, and supporting a high-performance financial operations environment.
Role Overview
The Operations Associate will support day-to-day business operations, client workflows, and internal process execution across the Harmonious platform. This role requires exceptional organizational skills, comfort with financial documentation, strong communication, and the ability to anticipate needs in a dynamic and fast-paced environment. You will work closely with leadership to ensure that our internal and client-facing operations run flawlessly.
This is an ideal role for someone who loves structure, thrives on accuracy, and wants to grow at the intersection of operations, finance, and technology.
Key Responsibilities
Client & Investor Operations
  • Support onboarding of new clients, investors, and SPVs, including collection and verification of required documentation.
  • Manage data entry, document uploads, and workflow tracking in internal systems.
  • Assist with subscription document review, signature packet distribution, and investor communication.
  • Maintain accurate client records, cap tables, and operational checklists.

Internal Operations & Process Management
  • Execute repeatable operational tasks including compliance checks, filing, reporting preparation, and record maintenance.
  • Support the creation and refinement of SOPs, operational playbooks, and workflow documentation.
  • Coordinate cross-team information flow to ensure deadlines are met and nothing falls through the cracks.
  • Assist with scheduling, meeting preparation, and internal communication as needed.

Financial & Administrative Support
  • Prepare operational reports, data summaries, and materials for internal and client review.
  • Assist with collecting and organizing financial documentation for fund administration workflows.
  • Support technology systems, including CRM, workflow tools, and investor portals.

Quality, Compliance & Risk Awareness
  • Uphold high standards of accuracy and confidentiality in handling sensitive financial and investor information.
  • Flag inconsistencies or errors and proactively suggest improvements to reduce operational risk.
  • Participate in quality-control reviews and compliance checks.

Qualifications
Required
  • 1-3 years of experience in operations, financial services, fund administration, investment operations, or a related field.
  • Exceptional attention to detail and organizational rigor.
  • Strong written and verbal communication skills.
  • Ability to juggle multiple priorities and maintain accuracy under deadlines.
  • Comfortable learning new systems and working with structured data.
  • High integrity and commitment to confidentiality.

Preferred
  • Experience with private investment operations (SPVs, funds, investor onboarding, compliance).
  • Proficiency with Hubspot, CRM systems, or investor portal software.
  • Familiarity with alternative investments or fund administration workflows.
  • Experience in a high-growth startup environment.

Benefits
We offer a competitive early-stage benefits package, including:
  • Medical, Dental, and Vision Insurance
  • Life Insurance
  • Hospital Indemnity, Accident, and Critical Illness Coverage
  • Paid Time Off & Paid Holidays
  • Professional Development Opportunities
  • Exposure and access to senior leadership

Who You Are
  • You take ownership and follow through.
  • You thrive in well-organized environments and help create them.
  • You communicate clearly and professionally.
  • You're solutions-oriented and resourceful.
  • You enjoy helping clients and internal teams succeed.
  • You are motivated by accuracy, efficiency, and continuous improvement.

Why Join Harmonious
  • Work directly with leadership at a growing firm transforming private-market operations.
  • Be part of a team that values excellence, transparency, and trust.
  • Gain exposure to the inner workings of investment vehicles and fund operations.
  • Opportunity to grow into more advanced operations or client service roles.
  • Competitive compensation with benefits.

Apply