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Financial Proofreader Jobs (NOW HIRING)

MUFG

PAYMENT ANALYST

Tempe, AZ · Hybrid

$61K - $77K/yr

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading ... proofing, ensuring all transactions, approvals, and system queues are completed and cleared ...

MUFG

PAYMENT ANALYST

Tampa, FL · Hybrid

$61K - $77K/yr

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading ... proofing, ensuring all transactions, approvals, and system queues are completed and cleared ...

MUFG Bank, Ltd.

PAYMENT ANALYST

Tampa, FL · On-site

$61K - $77K/yr

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading ... proofing, ensuring all transactions, approvals, and system queues are completed and cleared • ...

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Financial Proofreader information

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$13

$27

$43

How much do financial proofreader jobs pay per hour?

As of Jul 5, 2026, the average hourly pay for financial proofreader in the United States is $27.65, according to ZipRecruiter salary data. Most workers in this role earn between $20.43 and $33.65 per hour, depending on experience, location, and employer.

What are some common challenges faced by Financial Proofreaders in their daily work?

Financial Proofreaders often deal with dense, complex documents where even minor errors can have significant implications, making attention to detail and concentration crucial. They may encounter tight deadlines, especially during reporting seasons or major audits, requiring excellent time management and prioritization skills. In addition, collaborating with finance and editorial teams to clarify inconsistencies or ambiguous terminology is a regular part of the job. Overcoming these challenges helps maintain high accuracy and regulatory compliance in all published financial materials.

What are the key skills and qualifications needed to thrive in the Financial Proofreader position, and why are they important?

To thrive as a Financial Proofreader, you need a meticulous eye for detail, advanced grammar and editing skills, and a solid understanding of financial terminology and reporting standards, usually supported by a degree in finance, accounting, or a related field. Familiarity with tools such as Microsoft Excel, financial reporting software, and content management systems is often required, and certifications like CFA or bookkeeping can be an advantage. Strong time management, communication, and the ability to work independently or as part of a team are important soft skills. These abilities ensure accuracy, compliance, and clarity in financial documents, reducing errors and maintaining an organization’s professional reputation.

What does a Financial Proofreader do?

A Financial Proofreader reviews financial documents for accuracy, consistency, and clarity. They check for errors in numerical data, grammar, formatting, and compliance with financial regulations. Their role is crucial in ensuring that reports, statements, and other financial materials are professional and error-free. Strong attention to detail and knowledge of financial terminology are essential for this position.

More about Financial Proofreader jobs
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Financial Proofreader jobs near you
Infographic showing various Financial Proofreader job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 85% Full Time, and 14% Part Time. Highlights an 86% Physical, 7% Hybrid, and 7% Remote job distribution, with an average salary of $57,520 per year, or $27.7 per hour.
Advisory Billing & Reporting Manager

Advisory Billing & Reporting Manager

Renaissance Financial

Saint Louis, MO • On-site

$92K - $125K/yr

Full-time

Posted 11 days ago

Job description

About Renaissance Financial
Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom... one opportunity at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
The mission of this full-time position is to deliver exceptional support and service to financial advisors and their teams by ensuring accurate, timely, and efficient billing operations. You will maintain clean and reliable data systems, processing account changes with precision, and producing customized reports for advisors. Through proactive communication, ongoing audits, and collaborative problem-solving, you will facilitate seamless billing cycles.
Primary Responsibilities
  • Manage quarterly billing cycle for Schwab Investment Advisory fee collection
  • Ensure the integrity of Orion data and other data, both internal and third party, related to the calculation of fees and support of compliance monitoring
  • Review billing reports for discrepancies and make any necessary corrections
  • Review and place trades to support the collection of fees
  • Supervise the Investment Advisory Billing Team
  • Assist in the development and testing of new software systems supporting fee collection
  • Assist in the development and testing of Orion based systems supporting compliance monitoring
  • Assist with Investment Advisory operations including account opening, trading, money movement and other service requests
  • Assist Financial Advisors in tailoring fee collection parameters for clients' specific needs
  • Additional duties as may be required

Essential Characteristics
  • High level of interpersonal skills to handle sensitive and confidential situations
  • This position requires demonstrated poise, tact and diplomacy
  • Ability to interact and communicate with individuals at all levels of the organization
  • Strong organizational skills and attention to detail in such things as composing, typing, and proofing materials, establishing priorities and meeting deadlines
  • Work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
  • Knowledge of data gathering and reporting procedures with a high level of attention to detail
  • Flexibility for travel
  • Ability to supervise and problem solve
  • Sound judgment when weighing options in difficult situations
  • Self-starter and motivated

Education, Training & Experience
  • Bachelor's degree with an accounting or finance degree preferred
  • 5+ years working in Finance/ Accounting field and or similar experience required

Registrations and Certifications Required
  • Medallion Signature Guarantee
  • SIE
  • Series 7
  • Series 66
  • Series 24 (preferred)

Computer Equipment & Software
  • Microsoft Suite
  • Excel
  • Outlook
  • Word
  • Visio
  • PowerPoint
  • Orion Technology
  • Salesforce

Working Conditions
  • Business professional office environment
  • Standard 40-hour work week

We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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