Finance Associate CT

2 weeks ago


Stamford, Connecticut, United States Creative Financial Staffing Full time

Finance Associate

Our client, a global investment firm, is looking to add a Finance Associate to their team. This firm offers amazing benefits, competitive compensation, hybrid work schedule, and monthly/quarterly company events. They have a commitment to community engagement and this person will have the opportunity to be a part of that This role works very collaboratively with the entire accounting and finance team, with interaction with C-suite executives.

Receive, retrieve, review and process incoming invoices and employee expense reports using a variety of systems.

Assist with vendor onboarding, ongoing management, and inquiries.

Monitor the AP and Fund expense mailbox daily.

Assist with Virtual Card management and execution of payment on vendor websites.

Support management of corporate programs.

Help with adding bills to the Fund expense allocation system, initiate expense runs, and send batch approval emails.

Assist with tax mailings, filings, and scanning, including tracker maintenance.

Assist with monthly expense report submission tracking and follow up.

Help with managing tax payments/refunds, withholding tax form requests, and new entity onboarding (EIN application, withholding forms) and entity dissolution tax forms.

Assist with the review of tax extensions for accuracy/completeness and follow up with State Tax Department(s) as needed.

Assist with coordination of audit confirmation process.

Coordinate document signatures and preparation of PowerPoint presentations/PDF compare documents.

Support ad hoc requests and projects across teams.

Desired *****

Minimum of 2 years of experience in Accounting, Finance, Administration, or AP.

Understanding of accounting principles.

Bachelors degree.

Knowledge of Excel.

This position is hybrid in Stamford, CT. This role is offering $80,000-$110,000 depending on experience.#INMAR2025


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