Financial Associate, Robert Half

Financial Associate

Robert Half

Location:

United States, Trevose

Category:

Finance

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

We are looking for a Financial Associate to join our team based in Trevose, Pennsylvania. In this role, you will be responsible for a variety of financial and administrative tasks, including account management, invoicing, and financial audits.

Job Responsibility:

Utilize Quickbooks Online to manage and maintain client accounts
Manage monthly administrative invoicing and distribution
Communicate effectively with all entities associated with a client account, such as account managers, clients, sales representatives, and brokers
Conduct bank account reconciliations and assist with any financial audits or inquiries
Uphold and apply appropriate financial policies and procedures
Execute daily deposits and distribution tasks
Oversee accounts receivable management
prepare and track receipt of client invoicing
Provide accounts payable support and backup accounts payable staff
Monitor finance group email box and respond to inquiries in a timely manner
Use Microsoft Excel and other tools for data management and reporting

Requirements:

Minimum of 2 years of experience in a similar role
Proficient in using Quickbooks Online
Experience in coding and entering invoices
Familiarity with banking and brokerage practices
Proficiency in bank account reconciliation
Experience conducting financial audits
Knowledge and experience in managing Accounts Receivable (AR)
Proficient in Microsoft Excel
Ability to work independently and as part of a team
Excellent communication and interpersonal skills
Strong analytical and problem-solving skills
Detail-oriented with strong organizational skills
Bachelor's degree in Finance, Accounting, or related field is preferred

What we offer:

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:

March 25, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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