Finance Associate
2 days ago
Job Type
Full-time
Description
Finance Associate
Full-time • Fully-Remote
Performance Systems Development (PSD) is seeking a Finance Associate who not only excels in day-to-day accounting and accounts receivable operations, but also has a passion for data, systems, and process improvement. This role is ideal for someone who enjoys digging into numbers, building smarter workflows in Excel and QuickBooks Online, and helping evolve a growing Finance function through thoughtful analysis and reporting.
In this role, you will balance essential accounting responsibilities with opportunities to drive insight, efficiency, and innovation across the department.
What You'll Do
Financial Reporting & Data Analysis
- Prepare and deliver accurate, complete, and timely monthly financial reporting for internal stakeholders.
- Analyze financial data to identify trends, discrepancies, or opportunities for improvement.
- Build and refine Excel-based reports, templates, and dashboards to support leadership decision-making.
- Support deeper department-wide data needs by collecting, cleaning, organizing, and interpreting financial and operational data.
- Prepare and issue accurate and timely customer invoices, coordinating with colleagues to ensure completeness.
- Track invoice status, follow up on outstanding items, and resolve discrepancies with clients or internal partners.
- Enter, review, and reconcile bank deposits and transfers to maintain alignment with accounting records.
- Assist with collection efforts in a professional and customer-centered manner.
- Actively use QuickBooks Online and related tools to streamline accounting workflows.
- Recommend new methods, tools, or automations to increase accuracy and efficiency.
- Help test and implement enhancements to financial systems, reporting formats, and data processes.
- Prepare supporting schedules, records, and reports for internal and external audits.
About PSD
Performance Systems Development is a national leader in building science and energy efficiency. Since our founding 25 years ago, we've grown to 100+ employees who are passionate about delivering creative, meaningful solutions that advance how buildings use energy.
Our work centers around:
- High-impact energy efficiency programs that improve building performance.
- Workforce development and industry training.
- Innovative software solutions that manage and analyze energy efficiency data.
What You Bring
- Associate's degree in Accounting, Finance, or a related field, or equivalent work experience.
- 1-2 years of experience in accounting or other data-intensive operations, with comfort collecting, cleaning, uploading, and interpreting data.
- Demonstrated proficiency using accounting systems (QuickBooks Online strongly preferred).
- Advanced computer skills, including a strong working knowledge of Microsoft Excel (functions, formulas, pivot tables, etc.).
- Curiosity and enthusiasm for learning new technologies, adapting to updates, and improving processes through automation or system enhancements.
- Strong attention to detail, organization, and accuracy.
- A collaborative spirit and desire to contribute to a Finance team that prioritizes accuracy, transparency, and continuous improvement.
- Physical Demands: Frequent computer use requiring periods of sitting and close audio-visual concentration.
- Work Environment: Office work performed in a collaborative environment with a high degree of independence.
- Travel Requirements: No travel required for this position.
- Salary: Competitive, commensurate with education, qualifications, and experience.
- Benefits: Health Insurance, 401K savings plan, Life Insurance, Long-Term Disability Insurance, Flexible Spending Accounts, Paid Holidays, Unlimited Sick Leave, Paid Parental Leave, and a Paid Benefit Time program.
How to Apply
Interested candidates should apply directly. PSD is not accepting applications from recruiters, 3rd party agencies, or outsourcing firms.
Learn more about us at www.psdconsulting.com
Diversity & Inclusion
PSD strives to create a diverse and inclusive workplace. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status or any other status protected by law.
Performance Systems Development is an Equal Opportunity Employer.
Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
Salary Description
$60,000-$70,000/year
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