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Financial Operations Associate Jobs in Plano, TX

As a leading financial services and healthcare technology company based on revenue, SS&C is ... Senior Associate, Loan Operations Locations : Union, NJ (Hybrid), New York, NY (Hybrid), Boston, MA ...

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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 3, 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:

Senior Product Portfolio Operations Associate

Fairygodboss

Plano, TX • On-site

$90 - $130/hr

Other

Medical, Retirement

Posted 2 days ago

New


Job description

Take on the challenge of synchronizing efforts across diverse products and interpreting operations data for growth opportunities. Unleash your potential in a role that lets you shape change initiatives and strategize resource allocation.

As a Senior Product Portfolio Operations Associate in Business Banking, you are a significant contributor to your team with a strong knowledge of optimization and integration. You understand what it takes to bring together all the key elements of a product line and its products to ensure coordinated outcomes.

Job responsibilities
  • Creates synergies across products to ensure successful delivery against business objectives
  • Collects key inputs from across products to ensure the full product-line framework highlights our core cross-product priorities, sequencing, and trade-offs
  • Calculates metrics for portfolio management operations and analyzes data for areas of opportunity
  • Develops change initiative materials and change timelines
  • Assists in the product-level collection strategy consisting of controls, financials, and resourcing needs
Required qualifications, capabilities, and skills
  • 3+ years of experience or equivalent expertise in program management or performance optimization
  • Proven ability to implement operational effectiveness initiatives
  • Prior working exposure to operations of the product development life cycle and agile methodologies
ABOUT US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

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