Senior Finance Associate

Zwicker & Associates, P.C.•Andover, MA

7d•Onsite

About The Position

The Senior Finance Associate performs day-to-day financial tasks, such as account reconciliations and journal entries, and assists with month-end and year-end closes. This role also involves invoicing, financial reporting, data analysis, and providing support for audits and other special projects.

Requirements

3 years in accounting, billing, AR/AP, or audit support
Experience with financial reconciliations
Understanding of invoicing and billing processes
Ability to interpret and analyze account-level transactions
Intermediate Excel skills (VLOOKUP/XLOOKUP, pivot tables, filters, basic formulas)
Experience with financial or case management systems
Previous experience with high volume data review
Experience supporting month end close
Experience with client facing reporting or audit packages
Ability to handle special projects involving calculations or regulatory changes
Be able to communicate in a common language with (or to) individuals or groups verbally and/or in writing
Be able to operate a computer, phone, or equivalent device
Be able to complete a minimum of a 40-hour flexible workweek schedule
Be able to read and comprehend position-specific documents and correspondence

Responsibilities

Assist with month-end cash posting and ensure all month-end reports are received and accurate.
Conduct monthly client audits, including review, interpretation, and reconciliation of individual consumer account transactions.
Support internal and external audit requests by preparing documentation and validating financial data.
Assist the Director of Finance with the Discover fallout report and other audit-related analyses.
Perform interest recalculations and other adjustments required by state mandates.
Participate in financial reporting, data analysis, and ad hoc projects to improve accuracy, efficiency, and compliance across finance operations.