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Finance associate vs finance specialist

The differences between finance associates and finance specialists can be seen in a few details. Each job has different responsibilities and duties. Additionally, a finance associate has an average salary of $81,339, which is higher than the $61,666 average annual salary of a finance specialist.

The top three skills for a finance associate include financial statements, powerpoint and financial services. The most important skills for a finance specialist are customer service, phone calls, and cash handling.

Finance associate vs finance specialist overview

Finance AssociateFinance Specialist
Yearly salary$81,339$61,666
Hourly rate$39.11$29.65
Growth rate10%10%
Number of jobs83,25697,216
Job satisfaction--
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 62%
Average age4343
Years of experience4-

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 specialist do?

A financial or finance specialist is the person who sells products and services at financial institutions. Finance specialists are financial professionals who use knowledge of accounting, tax laws, and finance for financial assistance. They may assist clients with corporate or personal finances. The primary skills they must have include interpersonal skills, formal accounting, excellent communication skills, management experience, and financial reporting. They should be equipped with vital customer service and analytical skills.

Finance associate vs finance specialist salary

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

Finance AssociateFinance Specialist
Average salary$81,339$61,666
Salary rangeBetween $50,000 And $130,000Between $37,000 And $100,000
Highest paying CityNew York, NYWashington, DC
Highest paying stateNew YorkConnecticut
Best paying companyPillsbury Winthrop Shaw PittmanGoogle
Best paying industryProfessionalFinance

Differences between finance associate and finance specialist education

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

Finance AssociateFinance Specialist
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 62%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Finance associate vs finance specialist demographics

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

Finance AssociateFinance Specialist
Average age4343
Gender ratioMale, 47.3% Female, 52.7%Male, 42.1% Female, 57.9%
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, 8.6% Unknown, 3.9% Hispanic or Latino, 9.6% Asian, 10.0% White, 67.6% American Indian and Alaska Native, 0.3%
LGBT Percentage6%4%

Differences between finance associate and finance specialist 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 specialist example responsibilities.

  • Lead lease of aircraft including analysis and coordination of treasury, legal, tax and insurance reviews.
  • Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
  • Ensure the highest standards of SOX compliance by conducting internal audits and annual SOX testing with external auditors.
  • Compare the closed month and calendar month reports in Hyperion.
  • Prepare work papers for annual audit and tax filings and coordinate with external CPA.
  • Prepare and audit coworker contract development of insurance provider contracts, SOX testing and publishing system wide contract updates.
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Finance associate vs finance specialist skills

Common finance associate skills
  • Financial Statements, 9%
  • PowerPoint, 8%
  • Financial Services, 6%
  • Work Ethic, 5%
  • Phone Calls, 4%
  • Financial Models, 4%
Common finance specialist skills
  • Customer Service, 23%
  • Phone Calls, 16%
  • Cash Handling, 10%
  • Customer Inquiries, 9%
  • Patients, 6%
  • Financial Reports, 6%