Associate, Finance

Pathstone•Winter Park, FL

11d•$70,000 - $80,000•Hybrid

About The Position

The Finance Associate handles the day-to-day administration of the firm’s team member expense reporting process as part of the Controller’s Accounting Team. The role manages daily Concur activities, trains and supports team members, backs up Accounts Payable and corporate card administration, and assists with other Finance activities. Certain in-office responsibilities are performed under the oversight of the Manager. The position offers remote work flexibility, with onsite availability expected as needed to perform responsibilities or support business needs.

Requirements

Bachelor’s degree in accounting, finance, business, or a related field.
3–5 years of experience in expense management, Accounts Payable, accounting operations, or a related Finance role.
Experience processing team member expense reports and Accounts Payable transactions.
Strong Microsoft Office skills, especially Excel.
Strong attention to detail, organization, communication, and problem-solving skills.
Ability to work independently in a remote environment and collaborate effectively with the broader team.
Ability to provide responsive team member support and handle confidential financial information appropriately.
Willingness to learn, grow, and take on additional Finance responsibilities as business needs evolve.

Nice To Haves

Experience with SAP Concur Expense is strongly preferred.
Experience with BILL payables software is a plus.
Familiarity with or hands-on experience using AI-powered productivity tools to enhance efficiency, collaboration, and work quality is strongly preferred.

Responsibilities

Review and process team member expense reports in Concur, verifying completeness, documentation, and compliance with company policies; follow up and escalate exceptions as appropriate.
Manage the Concur user database, including team member setup and maintenance, and provide troubleshooting, system support, and answers to team member questions.
Train new team members on Concur and maintain related training materials, procedures, and resources.
Own the day-to-day expense management process under the Manager’s oversight, resolving or escalating issues and identifying opportunities to improve efficiency and internal controls.
Perform in-office Finance duties, including processing batch client check deposits and preparing and mailing state tax checks.
Back up Accounts Payable functions, including invoice processing, vendor payments, and other AP responsibilities as needed.
Assist with quarterly shareholder distributions, year-end Form 1099 processing, ad hoc reporting, analysis, and other Finance activities.
Back up administration of the American Express corporate card program, including ordering and cancelling cards, maintaining cardholder accounts, and processing corporate card statement payments when needed.