What does an Assistant Finance Associate do?

Finance associates are responsible for a broad range of basic financial functions, including managing accounting duties and providing financial expertise. They offer guidance and advice on long-term financial decisions and strategic plans, using metrics and data analytics to support their positions. They are often enlisted to participate in discussions and decision-making related to budgets, investments, and other financial matters. By staying well-informed of historical trends and current economic activities, they can formulate educated predictions to guide future planning. They may also perform basic accounting and budgeting tasks.

Finance associates typically have at least a bachelor’s degree in finance, accounting, or a business field. Proficiency in common office and accounting programs like Excel and QuickBooks is usually required. They must be highly organized, detail oriented, and able to manage multiple complex projects simultaneously.

EducationGED / High School Degree
Work/Life Balance
3.8 ★
Salary Range--
Career Opportunity
3.7 ★
Avg. Experience2-4 years

Assistant Finance Associate Salaries

Average Base Pay

$42,533 /yr
Same as national average
Not including cash compensation
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Not enough salaries reported to show distribution
Median: $43K
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Glassdoor Estimated Salary

Assistant Finance Associate Career Path

Learn how to become an Assistant Finance Associate, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.

Finance Associate Assistant
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Assistant Finance Associate Insights

Read what Assistant Finance Associate professionals have to say about their job experiences and view top companies for this career.
Finance Executive
Dec 12, 2021

“One of the coolest CEO's I've met and It's amazing to work with him.”

Bankers LifeBankers Life
Manager and Financial Representative
Dec 7, 2020

“From day one I received great training and truly felt like I had control over my income.”

Northwestern MutualNorthwestern Mutual
Financial Representative
Sep 6, 2019

“The learning and continuing education program is well crafted and designed to develop reps at all stages of their career.”

Western & Southern LifeWestern & Southern Life
Financial Representative
Dec 12, 2019

“Great place to start a career as a Financial Representative helping people with their affairs.”

Shamrock Trading CorporationShamrock Trading Corporation
Financial Representative
Jan 4, 2022

“52 work from home days is great for work life balance regularly but not during a pandemic.”

Première Urgence InternationalePremière Urgence Internationale
Finance Officer
Feb 22, 2021

“Some good people who are dedicated to still achieving results despite the cons of working here.”

Accounting and Finance Associate
Mar 29, 2021

“My onboarding experience was great especially considering the fact I had to meet mostly everyone remotely.”

Corp Finance Associate
Aug 18, 2021

“Its a great way to start your career or be a stepping stone to something more.”

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Assistant Finance Associate Interviews

Related Careers

Financial Analyst
25% skills overlap
Financial Consultant
13% skills overlap
Finance Manager
13% skills overlap

Assistant Finance Associate Jobs

Frequently asked questions about the roles and responsibilities of an assistant finance associate

When working as an assistant finance associate, the most common skills you will need to perform your job and for career success are Excellent Organizational, Attention To Detail, Professional Writing, Microsoft Office Suite, and Outstanding Communication.

The most similar professions to assistant finance associate are:
  • Financial Analyst
  • Financial Consultant
  • Finance Manager
  • Controller

The most common qualifications to become an assistant finance associate include a minimum of a GED / High School Degree and an average of 0 - 1 years of experience not including years spent in education and/or training.