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Strategic Finance Associate Jobs in Tennessee (NOW HIRING)

Fortitude Re

Sr. Associate, Tax

Nashville, TN · Hybrid

$78K - $97K/yr

The Sr. Associate, Tax is an individual contributor responsible for managing the day-to-day ... Collaborate with Accounting, Strategic Finance, Legal, and Treasury to facilitate tax input on ...

Hilltop Holdings

Intern - Finance & Strategies

Memphis, TN

$16 - $20.75/hr

Our nationwide presence in 400 locations across 44 states provides our associates with extensive ... Rising Senior pursuing business, finance, economics, or related field is required, computer science ...

New

Hilltop Holdings

Intern - Finance & Strategies

Memphis, TN · On-site

$16 - $20.75/hr

Our nationwide presence in 400 locations across 44 states provides our associates with extensive ... financial guidance. Our department participates in syndication and primary issuance, as well as ...

New

UBS

Wealth Strategy Associate

Johnson City, TN · On-site

Does financial data excite you? We're looking for a Wealth Strategy Associate to: • assist financial advisors in client conversations, providing analytic information and aiming to understand the ...

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Strategic Finance Associate information

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$27.7K

$63.9K

$125.3K

How much do strategic finance associate jobs pay per year?

As of Aug 30, 2026, the average yearly pay for strategic finance associate in Tennessee is $63,869.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,400.00 and $69,900.00 per year, depending on experience, location, and employer.

What does a strategic finance associate do?

A Strategic Finance Associate plays a key role in supporting a company's financial planning, analysis, and decision-making processes. They are responsible for building financial models, preparing reports, and providing insights that help guide business strategy. Their work often involves forecasting, budgeting, and evaluating business performance, as well as collaborating with different departments to ensure financial goals align with overall company objectives. Strategic Finance Associates also assist in analyzing new business opportunities, mergers, or investments, making their role critical to a company's growth and long-term planning.

What are the key skills and qualifications needed to thrive as a strategic finance associate, and why are they important?

To thrive as a Strategic Finance Associate, you need a solid grounding in financial modeling, data analysis, and business strategy, typically supported by a degree in finance, accounting, or a related field. Familiarity with Excel, financial planning software (such as Adaptive Insights or Anaplan), and experience with ERP systems are commonly required, and certifications like CFA or CPA can be advantageous. Strong analytical thinking, attention to detail, effective communication, and cross-functional collaboration are vital soft skills for success in this role. These skills and qualities are essential for providing actionable insights, driving business decisions, and ensuring financial health within an organization.

How does a strategic finance associate typically contribute to cross-functional initiatives within a company?

Strategic Finance Associates play a crucial role in cross-functional projects by providing financial insights and analytical support to teams such as operations, marketing, and product development. They help evaluate the financial impact of business proposals, participate in strategic planning sessions, and collaborate with various departments to ensure alignment with company goals. This collaborative environment enables them to develop a deep understanding of business operations while building strong relationships across the organization, which is essential for career advancement in finance and strategy roles.

What are the most commonly searched types of Strategic Finance jobs in Tennessee?

The most popular types of Strategic Finance jobs in Tennessee are:

What are popular job titles related to Strategic Finance Associate jobs in Tennessee?

For Strategic Finance Associate jobs in Tennessee, the most frequently searched job titles are:

What job categories do people searching Strategic Finance Associate jobs in Tennessee look for?

The top searched job categories for Strategic Finance Associate jobs in Tennessee are:

What cities in Tennessee are hiring for Strategic Finance Associate jobs?

Cities in Tennessee with the most Strategic Finance Associate job openings:

Strategic Finance Associate jobs near you
Infographic showing various Strategic Finance Associate job openings in Tennessee as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 26% Part Time, 1% Temporary, and 3% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $63,869 per year, or $30.7 per hour.

Financial Strategies Associate

Memphis, TN

Hilltop Holdings
Finance and Insurance • 5 - 10K employees
Learn more about Hilltop Holdingsexternal

Full-time

Re-posted 24 days ago

Job description

HilltopSecurities is looking to hire a Financial Strategies Associate - Fixed Income Portfolio Accounting. If you are looking to join a rapidly growing strategies team by supporting fixed-income bond accounting analytics and reporting this role may be for you. This on-site role requires meticulous attention to detail, strong financial acumen, and critical thinking to automate workflows, validate data, and deliver professional client materials.  The ideal candidate thrives in a fastpaced, detaildriven environment, takes ownership of deliverables, and is comfortable supporting senior strategists and external clients with minimal handholding.

At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.HilltopSecurities' Fixed Income department has over 2,000 Tier I institutional and middle market clients in all 50 states. We focus on three classes of fixed income investments-municipal, taxable, and securitized products. We are able to access a wide range of investment products for our clients, such as GSE agencies, commercial paper, CDs, CMOs, municipals, and corporate and mortgage-backed municipal securities. Our total balance sheet for all products reaches $1 billion, thanks to our more than 100 sales and trading professionals across the county, each of whom provide keen financial guidance. Our department participates in syndication and primary issuance, as well as three types of sales and trading-fixed income, securitized products, and investment grade and high yield. Our capabilities also include supporting the primary issuance of negotiated and competitive securities, HFA pooled securities, and state HFA CMOs.
  • Bachelor's in Finance, Accounting, Economics, Math/Stats, Data Science, or related field.
  • Licensing: SIE + Series 7 + Series 63 (or obtained within firm-mandated timeline).
  • Knowledge of fixed-income securities, analytics, amortization, accretion, paydowns, and GAAP required.
  • Strong Excel skills required, including advanced formulas, data validation, and professional formatting for client deliverables.
  • Familiarity with Bloomberg Terminal and fixed income security modeling.
  • Investment Accounting and Asset/Liability Management knowledge a plus.
  • Strong communication skills and ability to work in a team environment with client-facing etiquette & reliable follow-through.
  • Experience with programming or scripting languages such as Python, VBA, .NET, and/or databases (SQL) a plus.
  • Experience with QuickBooks a plus.
  • Monthly processing of investment portfolios using the Portfolio Manager (accounting) models for assigned financial institutions, ensuring accurate execution, quality control, and timely delivery of accounting reports and analytics.
  • Quality-check results and reports; log, track, and resolve discrepancies with documented root-cause notes.
  • Support new client onboarding, including data intake, system setup, and walkthroughs of the platform.
  • Provide clientfacing support, troubleshooting issues, offering technical guidance, and delivering ongoing assistance.
  • Proactively perform investment portfolio analysis to surface insights and risks that will inform internal and external clients.
  • Create client-ready slides and memos that present complex topics clearly and professionally; proofread for accuracy, consistency, and target objectives.
  • Collaborate with Financial Strategy Team (FST) Analysts through knowledgesharing, training support, recurring team activities, and timely handling of adhoc requests.
  • Contribute to SOPs (standard operating procedures), data dictionaries, and documentation that support scale, onboarding, and handoffs; standardize templatesto support team alignment for reports and offer sheets.
  • Build and maintain processes for data validation and transformation; resolve issues independently and implement basic unit checks for reliability and accuracy.
  • Analyze and generate monthly reporting on client trade activity; summarize implications for fixed-income portfolios and upcoming client discussions.
  • Assist in preparation of materials for SOC 1 Type 2 annual audits.
  • Track, record, and monitor client billing, ensuring timely delivery of both invoices and payments.
  • Reconciliation of portfolio positions and transactions.

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