... Assists other financial associates as directed by supervisor โข Works on special projects and committees โข Performs other duties as assigned. Selection devises, proficiency testing and/or ...
... Assists other financial associates as directed by supervisor โข Works on special projects and committees โข Performs other duties as assigned. Selection devises, proficiency testing and/or ...
... Associate, 66561T. -Or equivalent of minimum class qualifications for employment noted above. Job Skills:
... Associate, 66561T. -Or equivalent of minimum class qualifications for employment noted above. Job Skills:
Debt Finance Associate Attorney
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Direct Counsel is seeking a Debt Finance Associate with 3-6 years of experience to join a growing ... financial institutions on complex credit facilities and secured lending matters. The ideal ...
Quick apply
Debt Finance Associate Attorney
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Direct Counsel is seeking a Debt Finance Associate with 3-6 years of experience to join a growing ... financial institutions on complex credit facilities and secured lending matters. The ideal ...
Sr Associate Finance
New Albany, OH ยท On-site
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As a Financial Analysis, Associate on the Asset Management team, you will be responsible for various tasks and projects listed below, and will give you a broad exposure to the business drivers of the ...
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Columbus, OH ยท On-site
As a Financial Analysis, Associate on the Asset Management team, you will be responsible for various tasks and projects listed below, and will give you a broad exposure to the business drivers of the ...
Financial Analysis, Associate
Columbus, OH ยท On-site
As a Financial Analysis, Associate on the Asset Management team, you will be responsible for various tasks and projects listed below, and will give you a broad exposure to the business drivers of the ...
As a Financial Analysis, Associate on the Asset Management team, you will be responsible for various tasks and projects listed below, and will give you a broad exposure to the business drivers of the ...
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As an Associate within Global Technology FinOps, you will provide comprehensive financial and strategic support to our key stakeholders in program management, tooling development, data modeling and ...
Global Technology Finance & Business Management Financial Operations - Associate
Columbus, OH ยท Hybrid
As an Associate within Global Technology FinOps, you will provide comprehensive financial and strategic support to our key stakeholders in program management, tooling development, data modeling and ...
Global Technology Finance & Business Management Financial Operations - Associate
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Financial Analysis - Senior Associate
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Financial Associate information
See Columbus, OH salary details
$28.7K - $37.9K
10% of jobs
$45.8K is the 25th percentile. Wages below this are outliers.
$37.9K - $47.1K
18% of jobs
The median wage is $55.2K / yr.
$47.1K - $56.3K
26% of jobs
$56.3K - $65.5K
19% of jobs
$67.8K is the 75th percentile. Wages above this are outliers.
$65.5K - $74.7K
11% of jobs
$74.7K - $83.9K
10% of jobs
$83.9K - $93.1K
3% of jobs
$93.1K - $102.3K
2% of jobs
$102.3K - $111.5K
1% of jobs
$111.5K - $120.7K
1% of jobs
$120.7K - $129.9K
0% of jobs
$28.7K
$66.2K
$129.9K
How much do financial associate jobs pay per year?
How much does a finance associate earn?
What is an associate role in finance?
What does a financial associate do?
What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?
What is the difference between Financial Associate vs Financial Analyst?
| Aspect | Financial Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plus | Bachelor's degree in finance, economics, or related; often requires CFA or similar certifications |
| Work Environment | Banking, investment firms, corporate finance departments | Investment firms, banks, corporate finance, consulting |
| Employer & Industry Usage | Commonly employed in financial services, banking, and corporate finance | Used in investment analysis, asset management, and corporate strategy |
Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.
What are some common challenges Financial Associates face when managing multiple client portfolios?
What is the work of a finance associate?

Financial Associate (Business/ Cashier Office)- 20024628
Ohio Department of TaxationOrient, OH โข On-site
Full-time
This job post hasย expired today.ย Applications are no longer accepted.
Job description
What Youโll Do:ย
This position works under immediate supervision and requires some knowledge of accounting systems and procedures
โข Performs data entry chartfield coded Request to Purchases into OAKS
โข Processes vouchers in OAKS for EDI, payment card, capital payments and 5% of other assigned vouchers
โข Submits assigned invoices with attached supporting documentation to Ohio Shared Services (OSS) for processing the OAKS voucher (e.g., OAKS, Excel Spreadsheet, Word)
โข Prepares local funds for voucher payments
โข Validates all types of vouchers for management approval
โข Validations of invoices include but are not limited to: determines accuracy, remittances and validity of invoices, and prepares vouchers for invoice payments or disbursement of funds
โข Verifies mathematical accuracy, quantity of goods purchased and received, purchase price, applicable discounts, and freight charges
โข Reconciles discrepancies
โข Verifies appropriation sources
โข Matches invoices to delivery receipts and purchase orders
โข Places invoices in recaps, determining total amount of recap and voucher numbers
โข Verifies accuracy of money remitted
โข Forwards invoices to appropriate divisions prior to processing the voucher for approval
โข Obtain all types of receivers through electronic signature approval, email, signed invoices
โข Examines and verifies invoice calculations, delivery receipts and other supporting documentation
โข Utilizes resources to validate all types of invoices (e.g., retrieves data from OAKS FIN, CACTAS or other files and ledgers) information for financial reports
โข Prepares bi-weekly, monthly, quarterly and/or annual reports on accounts maintained
โข Posts, updates and balances ledgers and journals to include internal accounts for local funds, all types of purchase orders and encumbrance documents, transfers, cancellations, and vouchers payable
โข Posts receipts and balances accounts on daily/weekly/monthly basis
โข Reconciles internal accounts
โข Verifies management approval of the voucher through OAKS and/or local funds.
โข Performs variety of related clerical tasks (e.g., opens and sorts mail)
โข Composes and edits correspondence relative to assigned work
โข Maintains files
โข Operates equipment to generate typed reports and correspondence
โข Answers telephone inquiries
โข Greets customers
โข Responds to or refers complaints
โข Answers general inquiries within established guidelines)
โข Completes forms (e.g., purchase orders) and inventory levels and activity reports
โข Handles inventory control and asset depreciation.
โข Attends meetings and trainings
โข Assists other financial associates as directed by supervisor
โข Works on special projects and committees
โข Performs other duties as assigned.
Selection devises, proficiency testing and/or assessment may be used to determine if an applicant meets and is proficient I the minimum qualifications for this position.
18 mos. exp. or 18 mos. trg. in accounting &/or finance to include a basic level of experience in spreadsheet software.ย
-Or completion of high school technical program in accounting; 6 mos. exp. or 6 mos. trg. in accounting or finance to include a basic level of experience in spreadsheet software.
-Or completion of associate core program in business administration, accounting, finance or related field.
-Or equivalent of Minimum Class Qualifications for Employment noted above.
Job Skills: Accounting and Finance, Payroll/Benefits Administration, Analyzation, Attention to Detail, Time Management, Teamwork, Customer Focus