Finance Associate

1 month ago

Greenwich, 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.

Responsibilities:

  • 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 Qualifications:

  • Minimum of 2 years of experience in Accounting, Finance, or AP.
  • Understanding of accounting principles.
  • Bachelor's degree.
  • Knowledge of Excel.
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