Pull financial reports to support monthly, quarterly, and annual reporting
Reconcile actuals vs. budget, investigate variances, and provide clear explanations and strategic recommendations to the finance team
Assist with the preparation of internal financial dashboards and management reports
Manage the AP process, including capturing all bills across the business, obtaining department approvals, and scheduling payments
Maintain vendor records and respond to vendor inquiries
Ensure all bills are paid accurately and on time, following company policies and controls
Assist with AR oversight, including invoice preparation and tracking customer payments
Monitor aging reports and flag overdue accounts to the appropriate stakeholders
Support follow-up on outstanding invoices when needed
Own the calculation of sales commission payments based on approved plans and reported performance
Validate sales data and work with Sales/RevOps to resolve discrepancies
Prepare clear commission statements for review and approval
Help maintain proper documentation, controls, and audit trails for all finance activities
Identify opportunities to streamline and improve financial processes and reporting

1–2 years of experience in finance, accounting, or investment banking
Hands-on experience with QuickBooks or similar accounting software
Ability to pull, download, and categorize financial data from accounting systems
Understanding and working proficiency in all three primary financial statements (Income Statement (P&L), Balance Sheet, and Cash Flow Statement)
Strong Excel/Google Sheets skills (e.g., formulas, pivot tables, basic analysis)
High attention to detail, strong organizational skills, and the ability to manage multiple tasks and deadlines
Clear written and verbal communication skills.

Finance Associate

Key skills