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Financial Processing Associate Jobs in Illinois (NOW HIRING)

Stifel

Public Finance Associate

Chicago, IL · On-site

$105K/yr

... process. Associates must have the ability to work long hours - while maintaining a positive ... financial and debt models. • Develop financial analyses for bond issuance including revenue ...

The CAFE' Group

Finance Associate

Chicago, IL

$42/hr

POSITION OVERVIEW The Finance Associate plays a vital role in supporting the operational and ... Financial Operations & Processing Prepare and process expense reports, ensuring accuracy ...

The CAFE' Group

Finance Associate

Chicago, IL · On-site

$42/hr

POSITION OVERVIEW The Finance Associate plays a vital role in supporting the operational and ... Financial Operations & Processing • Prepare and process expense reports, ensuring accuracy ...

Pwc

Finance Data and AI Senior Associate

Chicago, IL · On-site

$77K - $202K/yr

... processes. You will analyse financial data, develop performance metrics and key performance ... As a Senior Associate, you will leverage your knowledge to mentor junior team members, build ...

CPS

Financial Client Service Associate

Chicago, IL · On-site

$70K - $85K/yr

Job Title: Financial Client Service Associate Location: Chicago Salary : $70,000 - $85,000 ... Manage and process various client transactions, such as fund transfers and investment purchases ...

Evention LLC

FP&A Specialist

Chicago, IL

$100K/yr

The FP&A Associate Specialist plays a critical role in supporting the financial planning, analysis ... Support the annual budgeting process, working cross-functionally with department heads to ...

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Financial Processing Associate information

Is an associate's degree in finance worth it?

For a Financial Processing Associate, an associate's degree in finance can improve job prospects and provide foundational knowledge of financial principles and tools like spreadsheets and accounting software. However, relevant work experience and certifications such as the CFA or CPA can also be valuable for career advancement in finance roles.

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

To thrive as a Financial Processing Associate, you need strong numerical accuracy, attention to detail, and a foundational understanding of accounting or finance, often supported by a relevant degree or experience. Familiarity with financial software such as QuickBooks, SAP, or Oracle, and proficiency in spreadsheets are typically required. Excellent organizational skills, communication, and the ability to manage deadlines set top performers apart. These skills and qualities ensure precise transaction processing, minimize errors, and support smooth financial operations in any organization.

What are some common challenges Financial Processing Associates face, and how can they be addressed?

Financial Processing Associates often work with large volumes of transactions and must ensure accuracy under tight deadlines. A common challenge is staying organized and minimizing errors during data entry and reconciliation. This can be addressed by developing strong attention to detail, using checklists, and leveraging software tools to automate repetitive tasks. Additionally, clear communication with team members and other departments helps resolve discrepancies quickly and maintain smooth workflow.

What is the difference between Financial Processing Associate vs Accounts Payable Clerk?

AspectFinancial Processing AssociateAccounts Payable Clerk
Primary ResponsibilitiesProcessing financial transactions, data entry, verifying paymentsManaging vendor invoices, processing payments, reconciling accounts
Required SkillsAttention to detail, basic accounting, data managementInvoice processing, accounting software proficiency, attention to detail
Work EnvironmentFinance departments, corporate officesFinance or accounting departments, corporate offices
Common CertificationsNone required or basic bookkeeping certificationsNone required, often familiarity with accounting software

While both roles involve handling financial data, a Financial Processing Associate focuses on processing a variety of financial transactions and data verification, whereas an Accounts Payable Clerk specializes in managing vendor invoices and payments. Both positions require attention to detail and familiarity with accounting processes, but their specific duties differ within the finance department.

What does a financial associate do?

A financial associate is responsible for processing financial transactions, maintaining accurate records, and supporting financial operations within an organization. They often use accounting software and may assist with audits, reporting, and compliance tasks to ensure financial accuracy and efficiency.

What are Financial Processing Associates?

Financial Processing Associates are professionals responsible for handling and processing financial transactions within an organization. Their duties typically include data entry of financial records, verifying the accuracy of invoices and payments, and ensuring compliance with company policies and accounting standards. They often work closely with accounting and finance teams to maintain accurate financial records and support audits or financial reporting. Attention to detail and strong organizational skills are essential for success in this role.

What job makes $10,000 a month without a degree?

A Financial Processing Associate typically does not earn $10,000 a month without specialized experience or advanced skills. High-paying roles in finance or related fields often require relevant certifications, extensive experience, or advanced education. Generally, achieving such income levels without a degree is uncommon in this role.

What is the lowest position at a bank?

The lowest positions at a bank often include entry-level roles such as bank teller or customer service representative. These roles typically require minimal experience and serve as starting points for careers in banking, with opportunities for advancement through experience and additional training or certifications.
What are popular job titles related to Financial Processing Associate jobs in Illinois? For Financial Processing Associate jobs in Illinois, the most frequently searched job titles are:
What job categories do people searching Financial Processing Associate jobs in Illinois look for? The top searched job categories for Financial Processing Associate jobs in Illinois are:
What cities in Illinois are hiring for Financial Processing Associate jobs? Cities in Illinois with the most Financial Processing Associate job openings:
Financial Processing Associate jobs near you
Public Finance Associate

Public Finance Associate

Stifel

Chicago, IL • On-site

$105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 days ago

Stifel rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Public Finance Associates are placed into geographic and/or sector teams with broad coverage responsibilities of municipal issuer clients. Associates will provide analytical and transaction support on municipal bond financings, assist in the development of proposals and presentations, provide general support to the initiatives of senior team members, and facilitate the new business development process. Associates must have the ability to work long hours - while maintaining a positive attitude, multi-tasking and meeting strict time deadlines. A strong desire and ability to learn technical and business development skills is important.
To learn more about our Public Finance Department - click here
What We're Looking For
• Draft and prepare effective client pitch books and requests for Proposals/Qualifications.
• Prepare detailed memorandums describing financing ideas and opportunities.
• Research industry and market trends, running and analyzing data.
• Research municipal issuers, their financial condition, capital needs and revenue sources.
• Create and monitor databases of client and prospective client outstanding bonds for refinancing opportunities.
• Develop and analyze complex financial and debt models.
• Develop financial analyses for bond issuance including revenue models, amortizations, debt profiles and the analysis of refinancing and borrowing using Excel and DBC bond sizing software.
• Act as a point of contact for the finance team throughout the financing process.
• Lead the internal processing of new issue financings.
• Work with senior team members to create marketing and sales materials.
• Prepare case studies on completed transactions.
• Attend client meetings and conferences with senior bankers (as requested).
What You'll Bring
• Interest in public sector and municipal finance.
• Ability to multi-task, work independently and collaborate in teams.
• Knowledge, or ability to learn, web-based applications, and specialized information systems, including EMMA, Bloomberg, TM3, Munex and DBC bond sizing software.
• Knowledge of finance and accounting principles.
• Ability to prepare and deliver clear, effective and professional presentations.
• Competence in clearly and effectively communicating in both oral and written formats.
• Ability to regularly work long hours, beyond standard business hours.
• Ability to travel by car and/or air in conjunction with local, regional and/or national travel, up to 20%.
Education & Experience
• Minimum Required: Bachelor's Degree in Finance or related field is desired
• Minimum Required: 2-6 years' related experience
Licenses & Credentials
• Minimum Required: Series 50, 52 and 63 or ability to obtain within 12 months
Systems & Technology
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-JK1
Compensation Range
Salary: USD $105,000.00/Yr. - USD $140,000.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.

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