Finance Operations Associate

1 week ago


Boston, Massachusetts, United States Creative Financial Staffing Full time

About the Role:

Our client, a prominent service organization recognized for its exceptional performance, is seeking a Finance Associate to become a vital part of their team. The selected candidate will collaborate closely with the Director of Finance to establish and enhance the financial operations within the organization.

Why Join Us?

  • This investment firm has been a trusted partner for clients for over two decades.
  • With a compact team of fewer than 70 employees, you will experience a close-knit corporate culture with direct access to senior executives.
  • We provide highly competitive benefits to our employees.
  • This is an excellent opportunity to gain valuable insights into the financial services sector.

Key Responsibilities of the Finance Associate:

  • Manage the accounts payable and receivable functions, ensuring accurate posting to the general ledger and performing account reconciliations.
  • Assist in the monthly closing process of the firm's financial records and preparation of financial statements.
  • Engage with external service providers, including auditors and tax consultants, as required.
  • Collaborate with team members and other staff to ensure proper approval and processing of expenses.
  • Oversee the vendor management process to maintain strong relationships.
  • Ensure a robust control environment with appropriate financial checks and balances.

Preferred Qualifications for the Finance Associate:

  • A Bachelor’s degree in Accounting or Finance is required.
  • Proficiency in major ERP systems and Excel (including vlookups) is preferred.
  • At least 1 year of experience in accounting or finance is desired (internship experience is acceptable).


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