Finance Associate

What You’ll Do:Financial Reporting & Analysis

• Pull financial reports f to support monthly, quarterly, and annual reporting.
• Reconcile actuals vs. budget, investigate variances, and provide clear explanations and strategic recommendations to the finance team.
• Assist with the preparation of internal financial dashboards and management reports.

Accounts Payable (AP)

• Manage the AP process, including capturing all bills across the business, obtaining department approvals, and scheduling payments.
• Maintain vendor records and respond to vendor inquiries.
• Ensure all bills are paid accurately and on time, following company policies and controls.

Accounts Receivable (AR)

• Assist with AR oversight, including invoice preparation and tracking customer payments.
• Monitor aging reports and flag overdue accounts to the appropriate stakeholders.
• Support follow-up on outstanding invoices when needed.

Sales Commissions

• Own the calculation of sales commission payments based on approved plans and reported performance.
• Validate sales data and work with Sales/RevOps to resolve discrepancies.
• Prepare clear commission statements for review and approval.

Compliance & Process Improvement

• Help maintain proper documentation, controls, and audit trails for all finance activities.
• Identify opportunities to streamline and improve financial processes and reporting.

Who You Are

• 1–2 years of experience in finance, accounting, or investment banking.
• Hands-on experience with QuickBooks or similar accounting software.
• Ability to pull, download, and categorize financial data from accounting systems.
• Understanding and working proficiency in all three primary financial statements (Income Statement (P&L), Balance Sheet, and Cash Flow Statement)
• Strong Excel/Google Sheets skills (e.g., formulas, pivot tables, basic analysis).
• High attention to detail, strong organizational skills, and the ability to manage multiple tasks and deadlines.
• Clear written and verbal communication skills.