Finance Associate

Position Summary

Reporting to the Controller, the Finance Associate supports the Senior Accountant in the daily accounting operations of the Finance Department. This position has primary responsibility for Accounts Payable, cash management, reconciliations, and general accounting support. The Finance Associate also assists with process improvement initiatives, leverages current technology and AI-enabled tools to enhance efficiency and accuracy, and may provide finance-related support to other departments as needed.

Key Responsibilities

Oversee the Accounts Payable process and regular disbursements.
Ensure the accuracy and integrity of accounting transactions and postings.
Provide staff support for accounting software related issues.
Oversee corporate credit card tracking, reconciliation, and reporting.
Maintain positive vendor relationships and resolve payment inquiries.
Reconcile assigned balance sheet and income statement accounts.
Support expense recognition processes, including accruals and prepaid expenses.
Support monthly and year-end close activities.
Assist with preparation of schedules and documentation for the annual audit.
Process and deposit incoming checks to ensure timely recording of earned revenue and contributions.
Provide support to the Senior Accountant for Accounts Receivable activities.
Partner with the Development team on contributed revenue, assisting with pledge invoicing, gift processing, and reconciliation of gift records to the general ledger.
Prepare ad hoc financial reports and analyses as requested.
Process incoming mail, including invoices, checks, and related finance documents.
Identify opportunities to improve processes, strengthen internal controls, and increase efficiency through the effective use of technology, automation, and AI-powered tools.
Provide finance-related support to other departments, projects, and organizational initiatives, as directed by the Controller and CFO.

Qualifications

Coursework in Finance, Accounting, or a related field, or equivalent work experience.
Minimum of two years of relevant accounting or finance experience.
Experience with accounting software systems, preferably Financial Edge NXT, SAP Concur, Tessitura, strong Microsoft Excel skills, and the ability to leverage technology and automation tools to improve workflow efficiency.
Excellent organizational skills, attention to detail, and self-motivation.
Strong analytical and problem-solving abilities.
Excellent written and verbal communication skills.
Ability to prioritize multiple responsibilities and work independently.
Foundational knowledge of Generally Accepted Accounting Principles (GAAP).
Comfort learning and adopting new technologies, including automation and AI tools that improve accounting workflows and operational efficiency.
Ability to work effectively in a hybrid environment with on-site requirements.