20 Best Finance Associate jobs (Hiring Now!)

Finance Associate
CAPTRUST —Raleigh, NC
Assist with quarterly financial analysis tasks and data analysis. Assist with cash reconciliation and accounts receivable. Assist with project work as needed.
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Process finance transactions and ensure 100% compliance with all state and federal laws and regulations. Process transactions accurately and efficiently.
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We're seeking a dynamic Operations Associate to join our small, agile team within a larger non-profit, where you'll play a pivotal role in driving efficiency…
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Part time Financial Services Associate
LS Lovelies LLC —Remote
Collaborate with team members to develop and implement client-focused solutions. As a Part-Time Financial Services Associate, you will have the opportunity to…
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Part Time Associate Banker Santa Clarita East (30 hours)
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Finance Associate
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§ Respond to property owner phone calls; and. § Strong academic performance with an emphasis in economics, mathematics, finance, business, urban planning,…
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Associate Compliance Officer, Broker Dealer
Secure Financial Group —Topeka, KS
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Financial Services Associate
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Build and maintain long-term relationships with clients to foster repeat business and referrals. As a Financial Services Associate, you will be responsible for…
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11d
Associate Director - Finance/Accounting (Full-time, Flexible)
Virginia Chance School Inc —Louisville, KY
Supervise the flow of cash and other financial instruments, billing, invoicing, etc.; Evaluate data, create, and manage the overall school budget, as well as…
$65,000 - $75,000 a year
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Private Equity Associate
IntraWorks Finance —Las Vegas, NV
Bachelor’s degree in Finance, Economics, Business Administration, or related field; advanced degree (e.g., MBA, CFA) is a plus. Las Vegas, NV 89101 (Preferred).
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5d
Investment Banking - Healthcare - Associate
JPMorgan Chase & Co —New York, NY
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of…
$175,000 - $225,000 a year
2d
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East West Bank —Irvine, CA
Demonstrate strong customer service skills; assist customers with financial transactions such as cash withdrawals, deposits, transfers, loan/credit card…
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Finance Associate
OceanX —New York, NY
Manage and support business units through the annual budgeting cycle, preparing reports and deliverables to support budget approval and distribution.
$90,000 - $120,000 a year
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Financial Clearance Representative Associate - Remote near Minneapolis, MN
Optum —Minneapolis, MN
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Part Time Associate Banker Baton Rouge North (30 hours)
JPMorgan Chase & Co —Baton Rouge, LA
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their…
Finance Associate
Homefull —Dayton, OH
Associate’s or Bachelor’s degree in accounting, business, or other related field or relevant experience. Preparing monthly billing for all contract dollars…
Estimated: $42.9K - $54.3K a year
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6d

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Finance Associate

CAPTRUST - Raleigh, NC

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Job Details

Full-time Estimated: $64K - $81.1K a year 7 days ago

Benefits

Health insurance
401(k)
Financial planning services
401(k) 5% Match
401(k) matching

Qualifications

Microsoft Powerpoint
Microsoft Excel
Finance
Bachelor's degree
Organizational skills
Accounting

Full Job Description

Overview:

Who are we looking for?

CAPTRUST is seeking a Finance Associate to join the Wealth Finance Team to support billing and accounts receivables for CAPTRUST’s rapidly growing wealth client base. As part of the Wealth Finance Team, you will work with a group of highly motivated problem solvers, with support for your professional growth within this team. As an associate, you will be heavily involved in daily communications with Financial Advisors and Client Management Consultants to manage billing for their clients. You will also provide support with data analysis, using various reports in excel to ensure accuracy in billing setup. The ideal candidate will be comfortable working with all levels of employees, motivated to grow in their role with the company, can multi-task, and is comfortable using excel. Additionally, the associate will have the unique opportunity to provide ideas for process improvement that will directly impact the team’s efficiency. The candidate will maintain the highest professional and ethical standards, be well-organized, service-oriented, collaborative, and accountable while performing under tight deadlines.

Responsibilities:

Assist with billing process for Wealth Clients
New Client set up for Wealth business to feed into the billing platform, as well as metrics inside our CRM
Assist with quarterly financial analysis tasks and data analysis
Assist with processing client receipts and posting to our accounts receivable system
Assist with cash reconciliation and accounts receivable
Assist with management of Aged Receivables, working closely with our Financial Advisors
Assist with project work as needed

Qualifications:

Minimum Qualifications:

Bachelor’s degree in Accounting/Finance or equivalent combination of training and experience required
1 to 3 Years experience in similar role preferred

Desired Qualifications/Skills:

Advanced Microsoft skills specifically Excel/PowerPoint
Strong organizational skills
Self-starter and can prioritize and re-prioritize with little supervision
Detail oriented
Works well in a team environment with strong interpersonal skills

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

Employee ownership opportunities
Brick Bonus success sharing program
Comprehensive health coverage + Virgin Pulse wellness platform
401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

Any CAPTRUST Office Location / Remote

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

Ability to build successful, collaborative, and trusting relationships
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
Inherent desire to give back to our communities and enrich the lives of those around us
An other-centered mindset
Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #entry

Apply Now

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