Finance Associate

1 month ago

Madison, United States Baker Tilly US, LLP Full time

Overview:

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Responsibilities:

Working within the internal Finance team, the Finance Associate Financial Operations is responsible for the administration, maintenance and troubleshooting various financial related systems and programs including but not limited to, our Chrome River Expense Management System as well as our Corporate Credit Card Program.


Responsibilities include the administration of system configuration, workflow, policies and alerts, the issuance and termination of credit cards, as well as analyzing vast amount of data for management reporting. The position also encompasses troubleshooting and addressing user questions and concerns, as well as training.


This position ensures processes are executed appropriately, accurately, and timely. The Finance Associate understands and advocates for continuous improvement, and embraces change management with specific processes and tools, all in support of a growing and dynamic organization.

Responsibilities:

1. Administration, maintenance and troubleshooting of financial systems and programs.

  • Act as main point of contact for vendor system/program administration
  • Understand system configuration, workflow, and alerts.
  • Follow system guidelines and policies while alerting management of any concerns
  • Support the issuance and termination of credit cards
  • Understand system flow and impacts to other Baker Tilly software/programs
  • Analyze system usage and identify outliers
  • Assist with other financial systems or programs as needed

2. Provide internal client support for finance systems and programs

  • Act as the key contact for our Chrome Rive Expense Management System and/or our Corporate Credit Card Program
  • Address user questions and concerns timely and effectively
  • Provide system training and guidance
  • Follow Baker Tilly policies and procedures and support the compliance of such policies across the Firm

3. Analyze data and generate management reports.

  • Alert management and individual users of any discrepancies
  • Identify trends and provide appropriate recommendations

4. Maintain vendor relationships

  • Act as main liaison between Baker Tilly and vendor
  • Work closely with vendor to troubleshoot any system errors
  • Maintain enhancement list and communicate needs to vendor
  • Embrace continuous improvements and rapid change

5. Other tasks as needed

Qualifications:
  • Minimum of one to three years accounting and/or financial experience, with system/technology exposure preferred.
  • High level of Excel technical knowledge, skills, and experience.
  • High level of accuracy and attention to detail, as well as ability to follow directions and procedures required.
  • Ability to work independently in a fast-paced, time sensitive environment with frequent interruptions.
  • Demonstrated problem solving, organizational, interpersonal and project management skills.
  • A sense of urgency and a commitment to quality and timely completion of projects.
  • Strong verbal and written communication skills.
  • Strong leadership skills including collaboration, assertiveness, diplomacy, respect for differing opinions, creative thinking, and drive.
  • Ability to provide exceptional client service, demonstrate commitment to continuous learning, maintain confidentiality, and display appropriate ethical knowledge.


Additional Information:

The compensation range for this role is $50,780 to $110,030. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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