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Finance associate vs finance assistant

The differences between finance associates and finance assistants can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 2-4 years to become a finance associate, becoming a finance assistant takes usually requires 1-2 years. Additionally, a finance associate has an average salary of $81,339, which is higher than the $37,926 average annual salary of a finance assistant.

The top three skills for a finance associate include financial statements, powerpoint and financial services. The most important skills for a finance assistant are customer service, data entry, and payroll.

Finance associate vs finance assistant overview

Finance AssociateFinance Assistant
Yearly salary$81,339$37,926
Hourly rate$39.11$18.23
Growth rate10%-8%
Number of jobs83,256118,749
Job satisfaction--
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 59%
Average age4350
Years of experience42

What does a finance associate do?

Finance associates perform various financial tasks for a company. These include managing accounting records, preparing payroll documents as well as financial and budget reports, and handling payments. Additionally, finance associates help with tax preparation, audits and reviews, and help with developing and implementing procedures, best practices, and policies for financial and accounting operations. The skills and qualifications for this role may include a bachelor's degree in finance or accounting, excellent communication skills, and attention to detail.

What does a finance assistant do?

A finance assistant is responsible for supporting the financial department with daily operations by doing administrative and clerical tasks as needed. Finance assistants' duties include sorting financial records, updating account spreadsheets, assisting on bank statements reconciliation, processing payments, generating an invoice, auditing financial statements, escalating financial discrepancies for review, and reviewing cost analysis reports. A finance assistant must be knowledgeable of the financial industry and accounting processes, as well as have strong analytical and organizational skills.

Finance associate vs finance assistant salary

Finance associates and finance assistants have different pay scales, as shown below.

Finance AssociateFinance Assistant
Average salary$81,339$37,926
Salary rangeBetween $50,000 And $130,000Between $27,000 And $52,000
Highest paying CityNew York, NYWashington, DC
Highest paying stateNew YorkConnecticut
Best paying companyPillsbury Winthrop Shaw PittmanBoston Consulting Group
Best paying industryProfessionalManufacturing

Differences between finance associate and finance assistant education

There are a few differences between a finance associate and a finance assistant in terms of educational background:

Finance AssociateFinance Assistant
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 59%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Finance associate vs finance assistant demographics

Here are the differences between finance associates' and finance assistants' demographics:

Finance AssociateFinance Assistant
Average age4350
Gender ratioMale, 47.3% Female, 52.7%Male, 24.9% Female, 75.1%
Race ratioBlack or African American, 5.5% Unknown, 4.1% Hispanic or Latino, 11.4% Asian, 12.3% White, 66.5% American Indian and Alaska Native, 0.2%Black or African American, 9.3% Unknown, 3.9% Hispanic or Latino, 16.3% Asian, 3.8% White, 66.0% American Indian and Alaska Native, 0.7%
LGBT Percentage6%6%

Differences between finance associate and finance assistant duties and responsibilities

Finance associate example responsibilities.

  • Lead team of volunteers and paid staff to help fulfill their person and ministry relate goals.
  • Manage administration of SalesForce accounts as well as creating and automating various business specific reports.
  • Administer loan closings, home mortgage loan origination, and loan counseling.
  • Prepare tag and title documents and legal transfer documents for the DMV and MVA.
  • Assist finance manager, company CPA, clinic staff/supervisors, and hr maintaining company finances.
  • Monitor, develop strategies, and execute plan orders via Fidessa equities algorithmic trading strategy.
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Finance assistant example responsibilities.

  • Manage finance operations of assign USPS location.
  • Manage patient and insurance account receivables, perform patient account reconciliations, account audits, process insurance billing/correspondence.
  • Maintain cash receipts and disbursement records using QuickBooks and prepare bank reconciliations.
  • Provide emergency Medicaid screening for undocument patients, and perform necessary follow-up calls pertaining to NYC Medicaid applications.
  • Interpret information requests and correspond with patients and agencies in accordance with hospital, state and HIPAA regulations.
  • Schedule appointments, request prior authorization with appropriate CPT and ICD-9 codes, coordinate surgeries, procedures, etc.
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Finance associate vs finance assistant skills

Common finance associate skills
  • Financial Statements, 9%
  • PowerPoint, 8%
  • Financial Services, 6%
  • Work Ethic, 5%
  • Phone Calls, 4%
  • Financial Models, 4%
Common finance assistant skills
  • Customer Service, 21%
  • Data Entry, 10%
  • Payroll, 9%
  • Purchase Orders, 6%
  • Financial Assistance, 5%
  • Credit Card, 4%