... financial planning, analysis, and strategic decision-making across the enterprise. You will play a ... How We Work As an Associate, Strategic Finance you will be expected to work in an in-office ...
... financial planning, analysis, and strategic decision-making across the enterprise. You will play a ... How We Work As an Associate, Strategic Finance you will be expected to work in an in-office ...
... financial planning, analysis, and strategic decision-making across the enterprise. You will play a ... How We Work As an Associate, Strategic Finance you will be expected to work in an in-office ...
... financial planning, analysis, and strategic decision-making across the enterprise. You will play a ... How We Work As an Associate, Strategic Finance you will be expected to work in an in-office ...
... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ...
... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ...
Finance Associate/Specialist
Commerce, GA · On-site
A finance associate is a professional who works in the finance department of a company or financial ... financial reporting, and analysis. * Proficiency in accounting software and ERP systems. * Strong ...
Quick apply
Finance Associate/Specialist
Commerce, GA · On-site
A finance associate is a professional who works in the finance department of a company or financial ... financial reporting, and analysis. * Proficiency in accounting software and ERP systems. * Strong ...
Financial Project Analyst
Winder, GA · On-site
... planning and forecasting before jobs become active and review throughout project completion ... Associates or bachelor's degree in Business, Finance, Accounting, or related field required * Keen ...
Quick apply
Financial Project Analyst
Winder, GA · On-site
... planning and forecasting before jobs become active and review throughout project completion ... Associates or bachelor's degree in Business, Finance, Accounting, or related field required * Keen ...
Sr Assoc, Materials Planning
Athens, GA · On-site
$64K - $129K/yr
About This Role This position is for an established Sr Assoc. Materials Planning professional who ... May work with internal team to develop financial forecasts. * Plan, order and expedite material to ...
Sr Assoc, Materials Planning
Athens, GA · On-site
$64K - $129K/yr
About This Role This position is for an established Sr Assoc. Materials Planning professional who ... May work with internal team to develop financial forecasts. * Plan, order and expedite material to ...
Overview This position manages sales efforts and associates in a branch location and oversees ... Appropriate partnering, planning and preparation occurs to ensure conversations provide the ...
Overview This position manages sales efforts and associates in a branch location and oversees ... Appropriate partnering, planning and preparation occurs to ensure conversations provide the ...
Overview This position manages sales efforts and associates in a branch location and oversees ... Appropriate partnering, planning and preparation occurs to ensure conversations provide the ...
Overview This position manages sales efforts and associates in a branch location and oversees ... Appropriate partnering, planning and preparation occurs to ensure conversations provide the ...
Community Association Manager, Portfolio
Watkinsville, GA · On-site
$49K - $62K/yr
Manage budgets, financial planning, and reports. * Oversee maintenance projects and vendor ... Associate's or bachelor's degree preferred, or equivalent experience. * 2+ years of community ...
Community Association Manager, Portfolio
Watkinsville, GA · On-site
$49K - $62K/yr
Manage budgets, financial planning, and reports. * Oversee maintenance projects and vendor ... Associate's or bachelor's degree preferred, or equivalent experience. * 2+ years of community ...
Mortgage Loan Officer - Georgia
Buckhead, GA · On-site
$20K - $100K/yr
... and financial planners Preferences * Bachelor's degree * Prior Mortgage Loan Officer experience ... Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated ...
Mortgage Loan Officer - Georgia
Buckhead, GA · On-site
$20K - $100K/yr
... and financial planners Preferences * Bachelor's degree * Prior Mortgage Loan Officer experience ... Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated ...
Overview This position manages sales efforts and associates in a branch location and oversees ... Appropriate partnering, planning and preparation occurs to ensure conversations provide the ...
Overview This position manages sales efforts and associates in a branch location and oversees ... Appropriate partnering, planning and preparation occurs to ensure conversations provide the ...
... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ...
... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ...
Tax Associate
Athens, GA · On-site
$49K - $65K/yr
Qualifications: * A Bachelor's degree in Finance or Accounting with a minimum of 1 + years ... Planner.
Tax Associate
Athens, GA · On-site
$49K - $65K/yr
Qualifications: * A Bachelor's degree in Finance or Accounting with a minimum of 1 + years ... Planner.
Tax Associate
Athens, GA · On-site
$49K - $65K/yr
Qualifications: * A Bachelor's degree in Finance or Accounting with a minimum of 1 + years ... Planner.
Tax Associate
Athens, GA · On-site
$49K - $65K/yr
Qualifications: * A Bachelor's degree in Finance or Accounting with a minimum of 1 + years ... Planner.
A finance associate is a professional who works in the finance department of a company or financial ... financial reporting, and analysis. -Proficiency in accounting software and ERP systems.
Quick apply
A finance associate is a professional who works in the finance department of a company or financial ... financial reporting, and analysis. -Proficiency in accounting software and ERP systems.
PARENT COORDINATOR
Gainesville, GA · On-site
... ESL, Financial Planning, Math and Science trainings, Career and College Planning events, etc ... Associates or bachelor's in human services/welfare, preferred. Experience * A minimum of one years ...
Quick apply
PARENT COORDINATOR
Gainesville, GA · On-site
... ESL, Financial Planning, Math and Science trainings, Career and College Planning events, etc ... Associates or bachelor's in human services/welfare, preferred. Experience * A minimum of one years ...
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Greensboro, NC
Greensboro, GA · Hybrid
... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ...
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Greensboro, NC
Greensboro, GA · Hybrid
... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ...
Account Associate - State Farm Agent Team Member
Dacula, GA · On-site
$42K - $58K/yr
We are located in Dacula, GA and help customers with their insurance and financial services needs ... Retirement planning State Farm agents are independent contractors who hire their own employees.
Account Associate - State Farm Agent Team Member
Dacula, GA · On-site
$42K - $58K/yr
We are located in Dacula, GA and help customers with their insurance and financial services needs ... Retirement planning State Farm agents are independent contractors who hire their own employees.
Customer Service Associate - Restaurant Image
Dacula, GA · On-site
$15/hr
Customer Service Associate Starting hiring pay at: $15.00 As an important part of our team ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Customer Service Associate - Restaurant Image
Dacula, GA · On-site
$15/hr
Customer Service Associate Starting hiring pay at: $15.00 As an important part of our team ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Customer Service Associate - Restaurant Image
Dacula, GA · On-site
$15/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Customer Service Associate - Restaurant Image
Dacula, GA · On-site
$15/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Financial Planning Associate information
See Athens, GA salary details
$13.46 - $18.19
13% of jobs
$20.13 is the 25th percentile. Wages below this are outliers.
$18.19 - $22.92
30% of jobs
The median wage is $24.35 / hr.
$22.92 - $27.64
24% of jobs
$30.37 is the 75th percentile. Wages above this are outliers.
$27.64 - $32.37
14% of jobs
$32.37 - $37.10
4% of jobs
$37.10 - $41.82
3% of jobs
$41.82 - $46.55
2% of jobs
$46.55 - $51.28
3% of jobs
$51.28 - $56
2% of jobs
$56 - $60.73
2% of jobs
$60.73 - $65.46
2% of jobs
$13
$30
$65
How much do financial planning associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a financial planning associate, and why are they important?
What is the difference between Financial Planning Associate vs Financial Advisor?
| Aspect | Financial Planning Associate | Financial Advisor |
|---|---|---|
| Certifications | Typically requires a Series 7, Series 66, or CFP coursework | Often holds CFP certification, Series 7, Series 66, or other licenses |
| Work Environment | Supports financial advisors, works in financial firms or banks | Provides personalized financial advice to clients, works independently or in firms |
| Primary Responsibilities | Assists in preparing financial plans, research, client support | Creates financial plans, recommends investments, manages client portfolios |
Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.
What does a financial planning associate do?
How does a financial planning associate typically collaborate with senior advisors and clients?
How to get an entry level job in a financial planning associate?

Other
Medical, Dental, Vision, Retirement, PTO
Re-posted 22 days ago
Corpay rating
7.4
Based on 34 frontline employees who took The Breakroom Quiz
13th of 21 rated payment service providers
Job description
What We Need
Corpay is currently looking to hire an Associate, Strategic Finance. This position falls under our Corporate line of business and is located in our Atlanta, GA global headquarters. In this role, you will serve as a key partner to executive leadership, supporting consolidated financial planning, analysis, and strategic decision-making across the enterprise. You will play a critical role in revenue and P&L reporting, forecasting, and executive-level deliverables, while also providing analytical support for strategic initiatives.
The ideal candidate brings strong analytical rigor, intellectual curiosity, and business acumen, combined with the ability to communicate effectively with stakeholders at all levels. This role is designed for a high-potential finance professional seeking significant exposure and growth into leadership roles within Finance. Prior experience in M&A, private equity, corporate development, transaction diligence, or strategy consulting is a plus.
How We Work
As an Associate, Strategic Finance you will be expected to work in an in-office environment. Corpay will set you up for success by providing:
- Assigned workspace in Atlanta, GA
- Company-issued equipment
- Hands-on training
Role Responsibilities
- Driving monthly and quarterly consolidated revenue and P&L analysis, including telling the financial story, providing insights for executive leadership, and preparing monthly executive staff meeting materials
- Preparing quarterly executive reporting materials, including consolidated forecasts, board presentations, earnings support, and guidance materials
- Creating models and executive outputs for annual budget and long-range planning processes, including consolidation, scenario analysis, and executive presentations
- Developing new financial models and reporting tools
- Partnering across finance and functional teams to drive alignment, process improvement, and insights
- Supporting ad hoc executive requests, M&A requests, and strategic projects
- Identifying opportunities for process improvement, automation, and use of AI-driven tools to enhance reporting and analytics
Qualifications & Skills
- Bachelor's degree required, preferably in Finance or Accounting
- Ideally 5+ years (minimum 3 years) of experience in investment banking, private equity, corporate development, transaction diligence, strategy consulting, or corporate FP&A
- MBA or CFA helpful but not required; at least one promotion in prior role preferred
- Strong analytical toolkit and problem-solving skills, with demonstrated critical thinking and analytical rigor
- Excellent written and verbal communication skills, with the ability to turn complex analysis into crisp executive summaries and narratives
- Advanced Excel and financial modeling capabilities, including leverage of AI tools
- Strong PowerPoint and executive communication skills
- Strong relationship-building skills and ability to work effectively with senior leaders, finance, technology, legal, and other functional teams
- Ability to manage multiple priorities and adapt in a fast-paced environment
- High ownership, intellectual curiosity, attention to detail, discretion, and willingness to do hands-on work
- Expert financial knowledge including strong understanding of income statement, balance sheet, and cash flow statements
- Experience working with large data sets and generating insights
- High-potential mindset with the ability to grow into leadership roles within Corporate FP&A
Benefits & Perks
- Medical, Dental & Vision benefits available the 1st month after hire
- Automatic enrollment into our 401k plan
- Virtual fitness classes offered company-wide
- Robust PTO offerings including major holidays, vacation, sick, personal, & volunteer time
- Employee discounts with major providers
- Philanthropic support with both local and national organizations
- Fun culture with company-wide contests and prizes
#LI-TB1
About Corpay
Sourced by ZipRecruiter
Industry
Software development
Company size
10,000+ Employees
Headquarters location
Atlanta, GA, US
Year founded
2016