Finance Associate

KWI•Melville, NY

4d•$70,000 - $80,000•Hybrid

About The Position

The Finance Associate role is a hands-on generalist position within the Accounting & Finance department, supporting accounts payable, accounts receivable, reconciliations, and various other accounting and finance tasks. The role requires an operationally minded individual who is motivated to improve processes and drive efficiency. The Finance Associate will work alongside a Senior Financial Analyst and a Senior Staff Accountant, reporting directly to the Head of Finance and Operations. A key aspect of this role involves actively using AI tools to streamline tasks, automate reporting, identify anomalies, and accelerate research, particularly in the context of an AI-powered accounts payable system.

Requirements

3 to 5 years of experience in an accounting or finance role with hands-on AP and AR ownership.
Strong understanding of general accounting principles and the month-end close process.
Experience working in accounting software (e.g., NetSuite, QuickBooks, Sage, or similar).
Demonstrated use of AI tools in day-to-day work, with the ability to discuss specific applications.
High attention to detail with a track record of accurate, organized financial recordkeeping.
Ability to manage multiple priorities and deadlines without losing momentum.
Clear communicator who works effectively across departments and with external vendors.

Nice To Haves

Experience with AI-assisted or automated AP tools and workflow automation.
Background in a SaaS, technology, or subscription-based business model.
Exposure to audit preparation or working with external auditors.
Associate’s or Bachelor’s degree in Accounting, Finance, or a related field.

Responsibilities

Manage the full AP cycle, including processing invoices, managing vendor relationships, and ensuring accurate and timely payments.
Support the rollout and adoption of the new AI-powered AP system, helping shape workflows and identify efficiency improvements.
Own AR processes, including invoicing clients, tracking collections, and following up on outstanding balances.
Support month-end and year-end close by preparing journal entries, account reconciliations, and supporting schedules.
Maintain accurate general ledger entries and support the integrity of financial records.
Assist with financial reporting, audit preparation, and ad hoc analysis.
Identify inefficiencies in accounting and finance workflows, propose practical improvements, and assist in their implementation.
Actively use AI tools to automate routine tasks, surface insights from financial data, and free up time for higher-value work.
Collaborate across the finance team and with cross-functional departments to resolve discrepancies and streamline processes.