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Financial Associate Jobs in Columbus, OH (NOW HIRING)

Conduct business analyses on current, future and comparative financial performance and develop ... Associate's degree and 6 years of cost accounting experience, OR * High school diploma / GED and 8 ...

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Financial Associate information

See Columbus, OH salary details

$28.7K

$66.2K

$129.9K

How much do financial associate jobs pay per year?

As of Jun 16, 2026, the average yearly pay for financial associate in Columbus, OH is $66,244.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,100.00 and $72,500.00 per year, depending on experience, location, and employer.

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

What is an associate role in finance?

A financial associate role typically involves supporting financial analysis, preparing reports, and assisting with client or internal financial transactions. It often requires strong analytical skills, proficiency with financial software, and relevant certifications such as a degree in finance or accounting. The position serves as an entry or mid-level role within finance teams, providing foundational experience for career advancement.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications such as CFA or CPA. Their work environment typically involves collaboration with clients or internal teams to ensure financial accuracy and compliance.

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

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed 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?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and financial software, and may be involved in tasks such as account reconciliation, financial analysis, and compliance monitoring.
What are the most commonly searched types of Financial jobs in Columbus, OH? The most popular types of Financial jobs in Columbus, OH are:
What are popular job titles related to Financial Associate jobs in Columbus, OH? For Financial Associate jobs in Columbus, OH, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Columbus, OH look for? The top searched job categories for Financial Associate jobs in Columbus, OH are:
What cities near Columbus, OH are hiring for Financial Associate jobs? Cities near Columbus, OH with the most Financial Associate job openings:
Infographic showing various Financial Associate job openings in Columbus, OH as of June 2026, with employment types broken down into 1% As Needed, 82% Full Time, 16% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $66,244 per year, or $31.8 per hour.

Financial Associate (Business/ Cashier Office)- 20024628

Ohio Department of Taxation

Orient, OH โ€ข On-site

Full-time

This job post hasย expired today.ย Applications are no longer accepted.


Job description

What Youโ€™ll Do:ย 

This position works under immediate supervision and requires some knowledge of accounting systems and procedures
โ€ข Performs data entry chartfield coded Request to Purchases into OAKS
โ€ข Processes vouchers in OAKS for EDI, payment card, capital payments and 5% of other assigned vouchers
โ€ข Submits assigned invoices with attached supporting documentation to Ohio Shared Services (OSS) for processing the OAKS voucher (e.g., OAKS, Excel Spreadsheet, Word)
โ€ข Prepares local funds for voucher payments
โ€ข Validates all types of vouchers for management approval
โ€ข 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
โ€ข Verifies mathematical accuracy, quantity of goods purchased and received, purchase price, applicable discounts, and freight charges
โ€ข Reconciles discrepancies
โ€ข Verifies appropriation sources
โ€ข Matches invoices to delivery receipts and purchase orders
โ€ข Places invoices in recaps, determining total amount of recap and voucher numbers
โ€ข Verifies accuracy of money remitted
โ€ข Forwards invoices to appropriate divisions prior to processing the voucher for approval
โ€ข Obtain all types of receivers through electronic signature approval, email, signed invoices
โ€ข Examines and verifies invoice calculations, delivery receipts and other supporting documentation
โ€ข 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
โ€ข Prepares bi-weekly, monthly, quarterly and/or annual reports on accounts maintained
โ€ข 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
โ€ข Posts receipts and balances accounts on daily/weekly/monthly basis
โ€ข Reconciles internal accounts
โ€ข Verifies management approval of the voucher through OAKS and/or local funds.
โ€ข Performs variety of related clerical tasks (e.g., opens and sorts mail)
โ€ข Composes and edits correspondence relative to assigned work
โ€ข Maintains files
โ€ข Operates equipment to generate typed reports and correspondence
โ€ข Answers telephone inquiries
โ€ข Greets customers
โ€ข Responds to or refers complaints
โ€ข Answers general inquiries within established guidelines)
โ€ข Completes forms (e.g., purchase orders) and inventory levels and activity reports
โ€ข Handles inventory control and asset depreciation.
โ€ข Attends meetings and trainings
โ€ข Assists other financial associates as directed by supervisor
โ€ข Works on special projects and committees
โ€ข 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