54 finance associate jobs at 39 companies in Westerly, RI

2w
Save
Mark Applied
Hide
Commercial Credit Associate
Wethersfield, Connecticut, United States
$94k-$157k/yr HybridFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and wealth management banking services.
4+ YOEBachelor's in accounting/finance/economics and 4+ years commercial credit or related experience; strong financial modeling, credit analysis, and communication skills; proficiency with Microsoft Office.
Microsoft Office, Capital IQ, FactSet, Bloomberg
1mo
Save
Mark Applied
Hide
Associate School Business Administrator
Lincoln, Rhode Island, United States
OnsiteFull Time
Davies Career & Technical High School
Davies Career & Technical High School: Public career and technical high school in Rhode Island.
2+ YOE2+ MgmtBachelor's degree in business/finance (or equivalent), eligible or working toward RI School Business Administrator certification, 2+ years managerial/supervisory experience in school finance/purchasing, proficiency with Microsoft Office, Accelegrants, ERP/Workday, and budget systems; ability to pass national background check and meet I-9 requiremen...
Microsoft Office Suite, Google Docs, Gmail, Accelegrants, ERP/Workday, BFM budget management system
3w
Save
Mark Applied
Hide
Client Services Associate - Old Lyme, CT
Old Lyme, Connecticut, United States
$57k-$76k/yr OnsiteFull Time
Savant Wealth Management
Savant Wealth Management: Independent fiduciary firm providing comprehensive wealth management and planning.
2+ YOE2+ years client services/administrative support in financial services or related field preferred; bachelor's or associate's degree preferred; strong communication, multitasking, troubleshooting; Salesforce experience; professional phone and client-facing skills.
Salesforce
1mo
Save
Mark Applied
Hide
Client Associate/Registered Client Associate
Providence, Rhode Island, United States
$40k-$70k/yr OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor’s degree or equivalent experience; strong communication and client service skills; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; attention to detail and adaptability to changing technology.
3w
Save
Mark Applied
Hide
Audit Associate
Providence, Rhode Island, United States
HybridFull Time
PKF O'Connor Davies
PKF O'Connor Davies: Provides professional accounting, tax, and business advisory services.
1+ YOEBachelor's in Accounting, 1-2 years public accounting audit experience, CPA or progress toward certification preferred, strong GAAP and auditing knowledge, ability to travel locally and work in-office at least 3 days/week.
1w
Save
Mark Applied
Hide
Forensic Associate
Princeton or Red Bank or Whippany or East Brunswick or Saddle Brook or New York City or Philadelphia or Boston or Burlington or Braintree or Providence or Buffalo
$70k-$90k/yr HybridFull Time
Withum
Withum: Professional services firm offering audit, tax, and advisory solutions.
3+ YOEBachelor's or master's in accounting, CPA exam candidate, minimum 3 years public accounting with ≥1 year forensic experience; strong analytical and communication skills; litigation experience a plus.
1w
Save
Mark Applied
Hide
Banking Associate - Glastonbury, CT
Glastonbury, Connecticut, United States
$22-$28/hr OnsiteFull Time
TD Bank
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
1+ YOEHigh school diploma or GED, 1+ year customer experience, teller/platform training, strong communication, problem-solving, organization, and Microsoft Office proficiency.
Microsoft Office
6d
Save
Mark Applied
Hide
Wealth Management Associate
Westerly or Providence
$65k-$75k/yr HybridFull Time
Washington Trust
Washington TrustNASDAQ: WASH: Provides personal and commercial banking and wealth management services.
5+ YOEBachelor's degree or equivalent experience and 5+ years in wealth management or client administration; strong operational, documentation, and client service skills; proficiency with Microsoft Word, Excel, Outlook.
Microsoft Word, Microsoft Excel, Microsoft Outlook
2mo
Save
Mark Applied
Hide
Audit Associate
Smithfield or Merrimack or Covington or Westlake
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Planning and executing audits; evaluating IT controls and risks; identifying gaps; recommending improvements; collaborating across tech, finance, operations, and compliance; bachelor's degree preferred; relevant certifications a plus.
IT audit tools
2mo
Save
Mark Applied
Hide
Symmetry - Senior Investment Associate
Glastonbury, Connecticut, United States
$140k-$150k/yr OnsiteFull Time
Symmetry Partners
Symmetry Partners: Provides evidence-based investment strategies and wealth management solutions.
5+ YOEBachelor's degree; 5-10 years in investment field; CFA preferred or Levels I/II; strong analytics; proficient in MS Office; Morningstar/Bloomberg experience; knowledge of portfolio construction and quantitative strategies; strong communication and project management.
Excel, Morningstar, Bloomberg
2mo
Save
Mark Applied
Hide
Private Client Associate - Mystic, CT
Mystic, Connecticut, United States
OnsiteFull Time
Janney Montgomery Scott
Janney Montgomery Scott: Provides wealth management, investment banking, and financial advisory services.
0+ YOEHigh school diploma; office experience preferred; securities licensing (Series 7/63/65/66) or ability to obtain within 12 months; excellent customer service; proficient in Word/Excel/PowerPoint/Outlook; team player; detail-oriented; thrives in a fast-paced environment; high ethical standards.
Word, Excel, PowerPoint, Outlook
1w
Save
Mark Applied
Hide
Strategy Sr Associate
Johnston or Westwood or New York or Philadelphia
$105k-$135k/yr OnsiteFull Time
Citizens Financial Group
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
3+ YOE3+ years in financial services or related field, bachelor\u0002s in finance/engineering/economics/business, strong analytical and communication skills, project management, Microsoft Office proficiency.
Microsoft Office Suite
5d
Save
Mark Applied
Hide
Senior Associate | International Tax - National Tax Office
Providence, Rhode Island, United States
$90k-$110k/yr RemoteFull Time
CBIZ
CBIZNYSE: CBZ: Provides financial, tax, and business advisory services to organizations.
2+ YOEBachelor's degree required (Master's preferred), 2 years public accounting experience, CPA preferred or in progress, ability to manage multiple deadlines, strong communication, proficient with applicable technology, and ability to travel for client needs.
1mo
Save
Mark Applied
Hide
Sales Associate / Jewelry Consultant - Kay Jewelers - Waterford Commons - Waterford, CT
Waterford, Connecticut, United States
OnsiteMultiple Commitments Available
Signet Jewelers
Signet JewelersNYSE: SIG: Specialty retailer of diamond jewelry and fine watches.
Provide exceptional customer service, engage customers, present merchandise, explain service plans and financing, meet sales goals, and work flexible hours including nights, weekends, and holidays.
5d
Save
Mark Applied
Hide
Staff Accountant
Westport, Massachusetts, United States
OnsiteFull Time
Mid-City Scrap
Mid-City Scrap: Metal recycling and scrap processing services for residential and commercial customers.
2+ YOE2-5 years accounting experience preferred; associate or bachelor's in accounting/finance preferred; proficiency with Sage and QuickBooks; advanced Excel (pivot tables,VLOOKUP); strong communication and organizational skills.
Sage, QuickBooks, Microsoft Excel
1w
Save
Mark Applied
Hide
Financial Analyst (Hybrid)
Webster, Massachusetts, United States
$58k-$81k/yr HybridFull Time
MAPFRE
MAPFREBolsa de Madrid: MAP: Provides global insurance, reinsurance, and financial protection services.
2+ YOEBachelor's in accounting or finance preferred; minimum 2 years analytical experience (associates+additional years acceptable); intermediate Microsoft Excel and Word skills; SAP experience a plus; strong communication and independent working ability.
Microsoft Excel, Microsoft Word, SAP
3w
Save
Mark Applied
Hide
Consumer Loan Underwriter
Bozrah, Connecticut, United States
OnsiteFull Time
CorePlus Federal Credit Union
CorePlus Federal Credit Union: Provides personal and business banking services and loans.
3+ YOE3+ years consumer or real-estate underwriting experience, high school diploma (associates preferred), strong credit analysis, Microsoft Office and loan origination software proficiency, ability to analyze tax returns and comply with lending regulations.
Microsoft Office, loan origination software
2mo
Save
Mark Applied
Hide
Accounts Payable/Payroll Assistant
Windham, Connecticut, United States
OnsiteFull Time
Windham Public Schools
Windham Public Schools: Operates public schools and provides K-12 educational services.
1+ YOEAssociate's degree in accounting/business; 1 year bookkeeping/accounting; strong Excel; confidentiality; independent and team work.
KRONOS, MUNIS, Excel
2mo
Save
Mark Applied
Hide
Payroll Clerk
Manchester, Connecticut, United States
$21-$24/wk OnsiteFull Time
Atlas Healthcare
Atlas Healthcare: Operates skilled nursing and rehabilitation healthcare facilities.
2+ YOETwo years payroll experience; associate degree preferred; MS Excel proficiency; data accuracy and timely reporting.
Microsoft Excel
2mo
Save
Mark Applied
Hide
Claims Billing Specialist
Manchester, Connecticut, United States
$20/hr OnsiteFull Time
Root Center for Advanced Recovery
Root Center for Advanced Recovery: Provides behavioral health and substance use disorder treatment services.
2+ YOEAssociate’s degree in accounting or related field and two years of billing/insurance experience; healthcare setting preferred. Bachelor’s degree preferred.