Finance Associate, Robert Half

Finance Associate

Robert Half

Location:

United States, Boston

Category:

Finance

Contract Type:

Employment contract, Contract work

Salary:

Not provided

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Job Description:

We are seeking a Finance Associate to join our team in the Financial Services industry, located in Boston, Massachusetts. The candidate will work with the team in organizing, administering, overseeing, and reporting on a variety of functions to improve the financial reporting and asset management for the supported families. The ideal candidate is a self-motivated and detail-oriented team player with strong organizational skills, a professional and discreet demeanor, and a flexible approach to learning, with the ability to handle conflict and changing information in a fast-paced environment.

Job Responsibility:

Treasury and Banking Support
Cash Management and Reconciliation
Investment Administration
Operational and Reporting Support
Account for a high volume of daily activity for various entities in Investran which serves as the general ledger system and the portfolio accounting system
Assist in preparation of regular reporting as well as frequent ad hoc deliverables
Prepare weekly report of investment and cash activity
Reconcile and review cash inflows and outflows daily
Maintain budgets and assist in forecasting of upcoming cash flows
Participate in cash management, such as processing payments and strategically managing cash
Various tasks related to investment administration and accounting from beginning to end of workflow, such as monitor distributions and process capital calls to ensure accurate reporting
Coordinate supporting documentation for individual tax returns and collaborate in planning and filing of payments and returns
Maintain online and physical filing systems
Participate in meetings with external advisors
Other interesting one-off projects

Requirements:

Minimum of 2 years experience as a Finance Associate or in a similar role within the Financial Services industry
Proficient in Accounts Payable (AP) and Accounts Receivable (AR) procedures
Experience with Bank Reconciliations
Familiarity with General Ledger and Journal Entries
Proven experience with Month End Close operations
Proficient in using financial software applications such as NetSuite, Oracle, QuickBooks, and SAP
Strong analytical abilities and attention to detail
Excellent communication and organizational skills
Bachelor’s degree in Finance, Accounting, or related field
Certified Public Accountant (CPA) or Certified Management Accountant (CMA) is a plus
Demonstrated ability to manage multiple tasks and meet deadlines

Nice to have:

Certified Public Accountant (CPA) or Certified Management Accountant (CMA)
familiarity with financial software applications such as NetSuite, Oracle, QuickBooks, and SAP

What we offer:

medical, vision, dental, and life and disability insurance
access to company 401(k) plan

Additional Information:

Job Posted:

March 25, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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