Mid Level Financial Associate Jobs
Mid level financial associate jobs go to professionals ready to own analytical workstreams, mentor junior staff, and deliver recommendations that drive real decisions with limited oversight. Openings run across Investment & Asset Management, Accounting & Auditing, and Fintech, with 25% remote or hybrid availability, and employers like JPMorganChase, Mizuho, and EY hiring at this level now.
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Showing 5 of 10+ Mid Level Financial Associate jobs
Job description
Location: Anywhere in Country
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
The opportunity
The Financial Accounting Systems Supervising Associate combines financial planning and analysis (FP&A) fluency with technical Anaplan administration. They will design, build, and optimize connected planning solutions to support business forecasting and reporting, as well as contribute to the actual planning and analyses processes that the team performs and supports. Key tasks are to continually improve the availability and accuracy of information, to provide a single source of the truth and a high quality solution for decision support across the US firm.
Your key responsibilities
- Translate business requirements into functional system solutions within Anaplan
- Partner with business stakeholders to design, develop, and deploy scalable Anaplan planning and forecasting solutions
- Flexibility to support complex analysis and reporting needs
- Assess and communicate the impact of requested changes on upstream and downstream processes
- Build and enhance complex models that support finance, analytics, and reporting functions
- Design intuitive dashboards and reporting tools that provide actionable insights and support decision-making
- Conduct testing and quality assurance
- Evaluate existing models and identify opportunities to improve performance, scalability, and user experience.
- Support integrations between Anaplan and enterprise systems, ensuring timely and accurate data flows.
- Troubleshoot data integrity and user access issues
- Collaborate with IT and finance stakeholders globally
- Streamline manual processes via automation and data integration
- Develop technical and business documentation to support model governance and long-term sustainability.
- Facilitate user training, knowledge sharing, and co-building sessions to expand adoption across the organization.
- Stay current on Anaplan capabilities and contribute ideas that drive innovation and operational efficiency.
- Maintain compliance with policies and procedures related to system setup and maintenance
- Interact with the financial community and the technical group in resolving issues related to policies, procedures, and financial systems.
- Actively participate in system integration, design, upgrades and enhancements.
- Understanding and application of AI and Machine Learning
- Prioritize and resolve high priority issues and effectively communicate status with stakeholders
- Act as a subject matter knowledge during workshops and training sessions
- Work on special projects as required
- Utilizes deep subject matter knowledge of US planning and reporting structures and financial systems-based technologies to make recommendations that help meet business needs or solve issues.
- Clarifies requirements with the business and key (senior) stakeholders
- Works closely with team members and stakeholders in order to assess what is achievable/change impact, effort and timeline based on source data available as well as business logic and reports available
- Manages various projects and activities across multiple team members and functions
- Requires analysis of issues and validation of enhancements as well as coordination of defect resolution and effective communication to end users
- Change agent for US initiatives and explain concepts and issues in business terms as well as training end-users in Finance roles on key changes and enhancements
- Directly support team members in the development, implementation and support of applications to meet business requirements.
- Oversee and manage projects across teams
Skills and attributes for success
- Knowledge of technologies, methods and approaches, and key areas of interdisciplinary dependencies.
- Good understanding of key processes in reporting - functionally and technically (e.g. multi-dimensional data models)
- Knowledge of EY's culture, business objectives and business needs
- Excellent communication skills (written as well as verbal- including presentation skills)
- Strong business acumen
- Strong organizational skills
- Attention to detail, accuracy, ability to understand data structures and define validation approaches
- Experience with change management and training needs in reporting
- Ability to work with Global virtual teams
To qualify you must have
- Bachelor's degree in a related discipline, or equivalent work experience
- Minimum 3-5+ years of relevant experience in FP&A and systems implementation
- 5-7+ years of experience in a professional atmosphere in a finance/business capacity with at least 3 years of supervisory, forecasting and budgeting experience
- Involvement in at least one end-to-end planning / EPM system implementation or major planning model redesign (requirements through go-live)
- Good experience playing the role of the middle person between the business and the development team
- Overtime will be expected during concentrated periods of activity (particularly in conjunction with initial system implementation, annual system rollovers, significant firm re-organizations etc)
- Ability to work in a highly virtual team
- Limited travel may be required based on business need
Ideally, you'll also have
- Anaplan experience (e.g., model building, Model Builder certification) is highly valued
What we offer you
At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job is:
- New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $93,300 to $158,700
- Bay Area California offices – $97,200 to $165,300
- All other offices locations in the US, including Sacramento – $77,800 to $145,400
- Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today.
- To make the most of your application experience, please limit yourself to two applications within a six-month period.
- EY accepts applications for this position on an on-going basis.
- For those living in California, please click here for additional information.
- At EY, our values set the foundation for how we work and the behaviors we expect of our people. Any misrepresentation or falsification of information or lack of integrity at any point in the recruiting process may result in withdrawal of your candidacy, revocation of an offer or immediate termination of employment.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
All in to shape the future with confidence.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
Job description
Location: Anywhere in Country
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
The opportunity
The Financial Accounting Systems Supervising Associate combines financial planning and analysis (FP&A) fluency with technical Anaplan administration. They will design, build, and optimize connected planning solutions to support business forecasting and reporting, as well as contribute to the actual planning and analyses processes that the team performs and supports. Key tasks are to continually improve the availability and accuracy of information, to provide a single source of the truth and a high quality solution for decision support across the US firm.
Your key responsibilities
- Translate business requirements into functional system solutions within Anaplan
- Partner with business stakeholders to design, develop, and deploy scalable Anaplan planning and forecasting solutions
- Flexibility to support complex analysis and reporting needs
- Assess and communicate the impact of requested changes on upstream and downstream processes
- Build and enhance complex models that support finance, analytics, and reporting functions
- Design intuitive dashboards and reporting tools that provide actionable insights and support decision-making
- Conduct testing and quality assurance
- Evaluate existing models and identify opportunities to improve performance, scalability, and user experience.
- Support integrations between Anaplan and enterprise systems, ensuring timely and accurate data flows.
- Troubleshoot data integrity and user access issues
- Collaborate with IT and finance stakeholders globally
- Streamline manual processes via automation and data integration
- Develop technical and business documentation to support model governance and long-term sustainability.
- Facilitate user training, knowledge sharing, and co-building sessions to expand adoption across the organization.
- Stay current on Anaplan capabilities and contribute ideas that drive innovation and operational efficiency.
- Maintain compliance with policies and procedures related to system setup and maintenance
- Interact with the financial community and the technical group in resolving issues related to policies, procedures, and financial systems.
- Actively participate in system integration, design, upgrades and enhancements.
- Understanding and application of AI and Machine Learning
- Prioritize and resolve high priority issues and effectively communicate status with stakeholders
- Act as a subject matter knowledge during workshops and training sessions
- Work on special projects as required
- Utilizes deep subject matter knowledge of US planning and reporting structures and financial systems-based technologies to make recommendations that help meet business needs or solve issues.
- Clarifies requirements with the business and key (senior) stakeholders
- Works closely with team members and stakeholders in order to assess what is achievable/change impact, effort and timeline based on source data available as well as business logic and reports available
- Manages various projects and activities across multiple team members and functions
- Requires analysis of issues and validation of enhancements as well as coordination of defect resolution and effective communication to end users
- Change agent for US initiatives and explain concepts and issues in business terms as well as training end-users in Finance roles on key changes and enhancements
- Directly support team members in the development, implementation and support of applications to meet business requirements.
- Oversee and manage projects across teams
Skills and attributes for success
- Knowledge of technologies, methods and approaches, and key areas of interdisciplinary dependencies.
- Good understanding of key processes in reporting - functionally and technically (e.g. multi-dimensional data models)
- Knowledge of EY's culture, business objectives and business needs
- Excellent communication skills (written as well as verbal- including presentation skills)
- Strong business acumen
- Strong organizational skills
- Attention to detail, accuracy, ability to understand data structures and define validation approaches
- Experience with change management and training needs in reporting
- Ability to work with Global virtual teams
To qualify you must have
- Bachelor's degree in a related discipline, or equivalent work experience
- Minimum 3-5+ years of relevant experience in FP&A and systems implementation
- 5-7+ years of experience in a professional atmosphere in a finance/business capacity with at least 3 years of supervisory, forecasting and budgeting experience
- Involvement in at least one end-to-end planning / EPM system implementation or major planning model redesign (requirements through go-live)
- Good experience playing the role of the middle person between the business and the development team
- Overtime will be expected during concentrated periods of activity (particularly in conjunction with initial system implementation, annual system rollovers, significant firm re-organizations etc)
- Ability to work in a highly virtual team
- Limited travel may be required based on business need
Ideally, you'll also have
- Anaplan experience (e.g., model building, Model Builder certification) is highly valued
What we offer you
At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job is:
- New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $93,300 to $158,700
- Bay Area California offices – $97,200 to $165,300
- All other offices locations in the US, including Sacramento – $77,800 to $145,400
- Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today.
- To make the most of your application experience, please limit yourself to two applications within a six-month period.
- EY accepts applications for this position on an on-going basis.
- For those living in California, please click here for additional information.
- At EY, our values set the foundation for how we work and the behaviors we expect of our people. Any misrepresentation or falsification of information or lack of integrity at any point in the recruiting process may result in withdrawal of your candidacy, revocation of an offer or immediate termination of employment.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
All in to shape the future with confidence.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
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Find JobsMid Level Financial Associate Job Market
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Accounting & Auditing
- Fintech
- Education
- Banking & Financial Services
Mid Level Financial Associate Jobs: Frequently Asked Questions
How do I get a mid level financial associate job?
Position your existing experience around ownership and impact, not just task completion. Highlight projects you led independently, models you built from scratch, or processes you improved with measurable outcomes. Tailor your resume to show progression in scope, not just tenure. Mid level hiring managers want to see that you can operate with minimal hand-holding, so lead with examples that demonstrate judgment and initiative.
Which companies hire mid level financial associates?
Companies hiring mid level financial associates right now include JPMorganChase, Mizuho, and EY, based on current listings on Migrate Mate as of November 2026. Hiring at this level covers large financial institutions, regional banks, corporate finance departments, and professional services firms that need analysts who can carry a full workstream independently.
Are there remote mid level financial associate jobs?
Yes, though availability varies by employer and function. About 25% of mid level financial associate openings are remote or hybrid as of November 2026, with hybrid arrangements being most common at larger firms that want some in-office collaboration for client-facing or team leadership work. Fully remote roles exist primarily in FP&A, credit analysis, and financial operations.
How do I move up to a mid level financial associate role?
Moving from entry level to mid level takes deliberate skill building, not just time served. Focus on deepening technical proficiency in financial modeling, data analysis, or portfolio reporting, and seek out projects where you can own an outcome end to end. Demonstrating that you can work independently, communicate findings to stakeholders, and mentor newer colleagues is what signals readiness for a mid level title.
Which industries hire the most mid level financial associates?
Mid Level financial associate roles concentrate in Investment & Asset Management, Accounting & Auditing, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive consistent demand because they require professionals who can manage complex financial data, support strategic decisions, and operate across multiple product lines or client accounts without needing close supervision.