Finance Associate

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Job description

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.

Salary range - $65,000-$90,000