Assistant Financial Manager Jobs
Assistant Financial Manager jobs are open across banking, healthcare, manufacturing, and government, from entry-level associates to senior positions, with specializations in budget analysis, cash flow management, and financial reporting. Find a role that fits below and apply directly.
Find JobsLooking for remote work? View remote assistant financial manager jobs →Overview
Showing 5 of 256+ Assistant Financial Manager jobs
Overview
As a Financial Planning Assistant, you’ll keep daily office operations organized while helping clients and the financial planning team stay informed and supported. You’ll manage front desk coverage, handle incoming calls, maintain records, and assist with bookkeeping and data entry. Your attention to detail and thoughtful client communication will help the office run smoothly.
Responsibilities
- Welcome clients at the front desk and provide responsive customer service and support.
- Answer and direct calls using multi-line phone systems; apply professional phone etiquette and clear phone communication.
- Complete data entry, typing, filing, and clerical tasks; maintain accurate records and handle confidential information carefully.
- Assist with bookkeeping and QuickBooks tasks, and support office management and administrative needs.
- Coordinate schedules and correspondence, using strong organizational and time management skills to keep work moving.
- Your impact: Accurate records and attentive client support help clients receive timely, organized service.
Qualifications
- Office experience, including administrative or clerical experience; personal assistant experience is helpful.
- Computer literacy and computer skills, including Microsoft Office; QuickBooks experience is preferred.
- Strong customer service, customer support, and client communication skills.
- Reliable organizational skills, attention to detail, and time management.
- Bilingual ability is a plus.
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Paid time off
Work Location: In person
Overview
As a Financial Planning Assistant, you’ll keep daily office operations organized while helping clients and the financial planning team stay informed and supported. You’ll manage front desk coverage, handle incoming calls, maintain records, and assist with bookkeeping and data entry. Your attention to detail and thoughtful client communication will help the office run smoothly.
Responsibilities
- Welcome clients at the front desk and provide responsive customer service and support.
- Answer and direct calls using multi-line phone systems; apply professional phone etiquette and clear phone communication.
- Complete data entry, typing, filing, and clerical tasks; maintain accurate records and handle confidential information carefully.
- Assist with bookkeeping and QuickBooks tasks, and support office management and administrative needs.
- Coordinate schedules and correspondence, using strong organizational and time management skills to keep work moving.
- Your impact: Accurate records and attentive client support help clients receive timely, organized service.
Qualifications
- Office experience, including administrative or clerical experience; personal assistant experience is helpful.
- Computer literacy and computer skills, including Microsoft Office; QuickBooks experience is preferred.
- Strong customer service, customer support, and client communication skills.
- Reliable organizational skills, attention to detail, and time management.
- Bilingual ability is a plus.
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Paid time off
Work Location: In person
Assistant Financial Manager Jobs by Experience Level
See All 256+ Assistant Financial Manager Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsAssistant Financial Manager Job Market
Who's Hiring
- Bank of America17
- Mid Penn Bank5
- Intuit4
- Lockheed Martin4
- Tenet Healthcare4
Top Industries Hiring
- Education
- Banking & Financial Services
- Non-Profit & Social Services
- Healthcare & Medical Services
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in assistant financial manager jobs.
- Bachelor's degree in accounting, finance, or a closely related business field
- Three or more years of experience in financial analysis, accounting, or budgeting
- Proficiency in ERP systems such as SAP, Oracle, or Microsoft Dynamics
- Advanced Excel skills including pivot tables, financial modeling, and complex formulas
- CPA licensure or active progress toward CPA preferred
- Experience supporting month-end close processes and preparing financial reports
Tips for Your Assistant Financial Manager Job Search
Tailor your resume to forecasting depth
Hiring managers for assistant financial manager roles scan for evidence you've built or maintained multi-period forecasts, not just reported actuals. Quantify the scope of budgets you've supported and name the financial planning tools you used to do it.
Highlight your month-end close experience
Many postings specifically screen for candidates who've owned pieces of the close cycle. Call out the exact tasks you handled, whether journal entries, variance analysis, or reconciliations, so reviewers don't have to guess your involvement.
Target postings that name your ERP system
Assistant financial manager roles are often tied to a specific ERP environment like SAP, Oracle, or Dynamics. Prioritize openings that list the system you know best, since hands-on experience with that platform dramatically shortens ramp time and signals immediate value.
Apply early to roles that fit
Migrate Mate lists assistant financial manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for a technical finance screen
Expect at least one round focused on accounting principles, ratio analysis, or a short modeling exercise. Refresh your understanding of accrual concepts, the relationship between the three financial statements, and how to explain variances clearly to a non-finance audience.
Negotiate using total compensation context
When an offer comes, ask for the full compensation breakdown before responding. Bonus structures, retirement contributions, and professional development budgets vary widely across industries and can shift the real value of two otherwise similar assistant financial manager offers.
Assistant Financial Manager Jobs: Frequently Asked Questions
Which companies are hiring the most assistant financial managers?
Bank of America, Mid Penn Bank, and Intuit are hiring the most assistant financial managers right now, with openings concentrated in Texas, California, and New York, based on current listings on Migrate Mate as of November 2026. Industries with the most active hiring include healthcare systems, financial services firms, and large manufacturers.
How many assistant financial manager jobs are remote?
About 49% of assistant financial manager openings are fully remote or hybrid as of November 2026, though availability varies by industry. Financial planning and analysis roles, particularly those focused on reporting and budgeting, tend to offer more remote flexibility than treasury or audit-adjacent positions that require on-site access to physical documents or systems.
How do you become an assistant financial manager?
Start with a bachelor's degree in accounting or finance, then build hands-on experience in a staff accountant, financial analyst, or budget analyst role. Work toward CPA licensure or a relevant certification to strengthen your candidacy. Gain exposure to ERP systems and month-end close processes, then apply to assistant financial manager postings that match the industry and functional area you've built depth in.
Can you get an assistant financial manager job with limited experience?
Yes, some employers hire candidates with two years of experience if they demonstrate strong technical skills and have supported core finance functions like reconciliations, variance analysis, or budget preparation. Internships, co-ops, or accounting roles in relevant industries count toward the experience threshold. A CPA exam in progress and proficiency in Excel or an ERP system can offset a thinner work history.
What does the assistant financial manager interview process look like?
Most employers run a phone or video screen focused on your background, followed by a technical round covering accounting concepts, financial statement relationships, and sometimes a short modeling or analysis exercise. A final round typically involves a panel with the finance director or controller and may include behavioral questions about how you've handled close deadlines, discrepancies, or cross-functional collaboration.
Where can I find and apply to assistant financial manager jobs?
You can find and apply to assistant financial manager jobs on Migrate Mate, which lists current openings from employers across the United States. Find roles that match your background and apply directly to each listing.
See All 256+ Assistant Financial Manager Jobs
Find roles that match your experience and apply in just a few clicks.
Find Jobs