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Financial Reporting Associate Jobs in Boca Raton, FL

Finance Manager

Boca Raton, FL · On-site

$79K - $108K/yr

Develop complex financial models to support process automation, enhance reporting efficiency, and ... associates assigned to this classification and are not intended to be a complete list of all ...

Develop complex financial models to support process automation, enhance reporting efficiency, and ... associates assigned to this classification and are not intended to be a complete list of all ...

Develop complex financial models to support process automation, enhance reporting efficiency, and ... associates assigned to this classification and are not intended to be a complete list of all ...

Valuation Senior Associate

Fort Lauderdale, FL · Hybrid

$14.25 - $17.25/hr

As a Senior Associate, you will work at the direction of an engagement Manager to execute a variety ... Perform purchase price allocations for financial reporting and/or tax purposes under US GAAP

Senior Staff Accountant

Plantation, FL · On-site +1

$66.20K - $81.50K/yr

Prepare and review monthly journal entries to support accurate financial reporting in accordance ... Pediatric Associates Family of Companies is an Equal Opportunity Employer. We celebrate diversity ...

Senior Staff Accountant

Plantation, FL · On-site

$66.20K - $81.50K/yr

Prepare and review monthly journal entries to support accurate financial reporting in accordance ... Pediatric Associates Family of Companies is an Equal Opportunity Employer. We celebrate diversity ...

... financial needs. Job Duties and Responsibilities * Manages the client experience for Wholesale ... Utilizes reporting to maintain data integrity and ensures compliance with regulatory and company ...

Executes strategies and standards related to accounting policy, financial reporting, general ledger ... Bachelor's degree in accounting or an Associate degree in business-related curriculum, and relevant ...

Executes strategies and standards related to accounting policy, financial reporting, general ledger ... Bachelor's degree in accounting or an Associate degree in business-related curriculum, and relevant ...

Executes strategies and standards related to accounting policy, financial reporting, general ledger ... Bachelor's degree in accounting or an Associate degree in business-related curriculum, and relevant ...

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Financial Reporting Associate information

See Boca Raton, FL salary details

$40.5K

$78K

$140K

How much do financial reporting associate jobs pay per year?

As of May 30, 2026, the average yearly pay for financial reporting associate in Boca Raton, FL is $78,049.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,524.00 and $85,715.00 per year, depending on experience, location, and employer.

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

To thrive as a Financial Reporting Associate, you need strong analytical abilities, attention to detail, and a background in accounting or finance, typically supported by a bachelor's degree. Familiarity with financial reporting standards (like GAAP or IFRS), advanced Excel skills, and experience with ERP systems such as SAP or Oracle are commonly required. Excellent organizational skills, clear communication, and the ability to work under deadlines help individuals excel in this role. These skills ensure the accurate preparation of financial statements, compliance with regulatory requirements, and effective collaboration with stakeholders.

What are some common challenges Financial Reporting Associates face when consolidating financial statements across multiple entities?

One common challenge Financial Reporting Associates encounter is ensuring accuracy and consistency when consolidating financial statements from various subsidiaries or departments, especially if each uses different accounting systems or follows slightly different processes. This often requires strong attention to detail, effective communication with other teams, and a solid understanding of relevant accounting standards like GAAP or IFRS. Additionally, tight reporting deadlines can make it more difficult to resolve discrepancies quickly, so time management and problem-solving skills are crucial for success in this role.

What does a Financial Reporting Associate do?

A Financial Reporting Associate is responsible for preparing, analyzing, and presenting financial statements and reports for an organization. They ensure that all financial documents comply with regulatory requirements and company policies. Their role often includes collaborating with accounting teams, assisting with audits, and supporting the month-end or year-end close processes. Attention to detail, strong analytical skills, and knowledge of financial regulations are essential for success in this position.

What is the difference between Financial Reporting Associate vs Financial Analyst?

AspectFinancial Reporting AssociateFinancial Analyst
Primary FocusPreparing financial statements, ensuring compliance, and reporting accuracyAnalyzing financial data, forecasting, and providing investment insights
Required SkillsAccounting knowledge, attention to detail, familiarity with reporting standardsFinancial modeling, data analysis, strategic thinking
CertificationsCPA or similar accounting credentials often preferred CFA, CPA, or related certifications beneficial
Work EnvironmentCorporate finance or accounting departments, often in finance or accounting firmsInvestment firms, corporate finance, consulting

The main difference is that Financial Reporting Associates focus on preparing and verifying financial reports, ensuring compliance with standards, while Financial Analysts analyze financial data to support decision-making and strategic planning. Both roles require strong analytical skills and relevant certifications, but their core responsibilities differ in scope and purpose.

What are the most commonly searched types of Financial Reporting jobs in Boca Raton, FL? The most popular types of Financial Reporting jobs in Boca Raton, FL are:
What are popular job titles related to Financial Reporting Associate jobs in Boca Raton, FL? For Financial Reporting Associate jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Financial Reporting Associate jobs in Boca Raton, FL look for? The top searched job categories for Financial Reporting Associate jobs in Boca Raton, FL are:
Senior Financial Associate, Strategic Initiatives

Senior Financial Associate, Strategic Initiatives

GoodLeap

West Palm Beach, FL

Full-time

Posted 27 days ago


GoodLeap rating

8.2

Company rating: 8.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz


Job description

About GoodLeap:
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018.
 
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.

Summary:
The Senior Financial Associate of Strategic Initiatives is responsible for the financial stewardship and performance reporting of GoodLeap's new credit card program. This role will focus on building the financial operating infrastructure to support a successful, growing card business.
 
This role sits at the intersection of three critical functions: providing executives with clear, data-driven views of the card program's financial performance; partnering with the capital markets team on portfolio strategy decisions, including the timing and structure of investor sales; and serving as GoodLeap's primary financial point of contact with the issuing bank, ensuring all reporting obligations are met and all bank approval requests are handled with precision and professionalism.
 
This role combines strong financial modeling and analytical skills with an understanding of credit card program economics and the needs of different types of institutional investors. This role will have the ability to build financial processes from the ground up and are equally comfortable presenting to executive leadership as they are coordinating with an issuing bank partner on program compliance materials.
Essential Job Duties and Responsibilities:
Finance & Executive Reporting: 
  • Build and maintain monthly, quarterly, and Job annual financial reporting packages for executive leadership, covering revenue, cost of funds, credit losses, and operating expenses across the credit card portfolio.
  • Conduct actual-vs.-projected variance analysis to identify performance drivers, communicate findings and recommend corrective actions or strategic adjustments.
  • Develop and maintain financial models to forecast card portfolio performance, including spend volumes, interchange revenue, net interest income, and credit loss trajectories.
  • Identify opportunities to optimize the cost structure of the card program, including issuing bank fees, processing costs, and credit loss reserves, and propose changes to drive margin improvement.
  • Manage vendor financial relationships to drive further margin improvement.
  • Partner with Data Analytics to build and maintain performance dashboards and standardized reporting templates that enable data-driven decision-making across finance and product leadership.
  • Monitor industry benchmarks and competitive card economics to contextualize GoodLeap's performance and surface opportunities for improvement.
Capital Markets & Portfolio Management:
  • Partner closely with Accounting/FP&A and the Capital Markets team to support portfolio-level decisions, including the timing, structure, and sizing of credit card account sales and securitizations.
  • Analyze portfolio performance metrics, including delinquency rates, loss curves, prepayment rates, performance of aged accounts, and portfolio yield to inform optimal timing and structure for portfolio sales or financing transactions.
  • Track and report on portfolio sale economics - including gain-on-sale margins and retained servicing obligations and incorporate transaction outcomes into ongoing financial forecasting.
  • Track and balance net interchange revenue and cardholder reward liability to ensure equilibrium.
  • Determine portfolio sale sizing and timing to balance equity requirement of the program.
Issuing Bank Relationship Management:
  • Serve as GoodLeap's primary financial point of contact with the issuing bank partner, owning the day-to-day relationship and ensuring all financial communications are clear, timely, and professional.
  • Proactively manage the calendar of bank reporting obligations, ensuring all materials are delivered on time and in the format required by the bank.
  • Respond promptly and accurately to bank requests for financial information, ad-hoc analyses, and supporting documentation; coordinate internally across Finance, Legal, Compliance, and Product to gather inputs and meet bank deadlines.
  • Maintain a deep understanding of contractual obligations under the bank program agreement, including reporting cadences, performance covenant thresholds, and approval requirements; proactively flag potential issues before they become compliance risks. 
Required Skills, Knowledge and Abilities:
  • Bachelor's degree in Economics, Finance, or a related field.
  • 5-7+ years of experience in finance, financial planning & analysis, or capital markets, preferably within credit card, fintech, or financial services.
  • Strong financial modeling skills with demonstrated experience building and maintaining complex multi-variable models for forecasting, scenario analysis, and portfolio performance.
  • Experience with financial planning and analysis functions including budget planning, variance analysis, and executive reporting; proven ability to translate financial data into clear, actionable insights for senior leadership.
  • Experience managing institutional relationships - including bank partners, investors, or rating agencies - with demonstrated ability to manage reporting calendars, respond to requests under time pressure, and maintain credible, professional relationships.
  • Excellent communication and presentation skills; able to distill complex financial information into clear executive-level narratives and maintain high-quality written deliverables for external bank partners.
  • Entrepreneurial mindset with comfort operating in ambiguity; energized by building processes and financial infrastructure from the ground up in a fast-moving startup-like environment. 
Compensation: $120,000 - $140,000 annually

Additional Information Regarding Job Duties and Job Descriptions:

Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you!  Apply today!

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