Demo

Financial Services Associate

Bein Ohana Agency
Annapolis, MD Full Time
POSTED ON 2/7/2025
AVAILABLE BEFORE 3/7/2025
BrightKey is seeking a detail-oriented and client-focused Financial Services Associate to support our business and non-profit clients in managing their accounts payable and accounts receivable operations. This role is essential in ensuring efficient financial transactions, accurate account reconciliations, and smooth communication with internal and external stakeholders.

The ideal candidate will have experience in financial operations, accounts payable and accounts receivable, strong organizational skills, and the ability to collaborate with finance and accounting teams to maintain accurate and timely financial records.

Key Information:

  • On-Site, 8:30am-5:00pm, Monday through Friday - 40 hours per week
  • Location: Annapolis Junction, MD
  • Medical, Dental, Vision & Pet Insurance
  • Participation in a company 401k program
  • Paid Time off and paid holidays
  • Hourly Pay Range: $21.00 - $24.00per hour

As the Office Financial Services Associate, you will be involved with:

  • Accounts Payable & Receivable Management: Process invoices, payments, and deposits while ensuring accuracy and compliance with company policies
  • Reconciliation: Perform regular reconciliations of accounts, payments, and financial records to maintain accuracy and transparency
  • Invoice Preparation & Payment Processing: Generate and distribute invoices, track outstanding balances, and ensure timely collections
  • Client Interaction: Serve as a point of contact for finance and accounting teams, controllers, and directors of finance to resolve inquiries and provide financial support
  • Financial Reporting: Assist in the preparation of financial reports, summaries, and analysis related to AP/AR activities
  • Compliance & Documentation: Maintain financial records, ensuring all transactions comply with internal controls and regulatory requirements

Required Skills & Experience for the Financial Services Associate:

  • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field (or equivalent work experience)
  • 2 years of experience in accounts payable, accounts receivable, or financial operations
  • Proficiency in accounting software (FinancialForce / Certinia, or similar), Concur (or similar) and Microsoft Office Suite (Excel, Word, Outlook)
  • Strong attention to detail, analytical skills, and ability to reconcile complex financial data
  • Excellent communication and interpersonal skills to collaborate with clients and finance teams
  • Ability to manage multiple tasks and meet deadlines in a fast-paced environment
  • Experience working with non-profits or business clients is a plus

BrightKey is dedicated to being an organization where all employees are treated with dignity and respect. We expect all our employees to maintain a workplace free from harassment and discrimination. Our focus is on merit-based standards in all hiring, promoting, performance evaluations and employment decisions. We strive to be a workplace where individuals of all backgrounds can succeed and thrive, regardless of race, religion, national origin, gender, sexual orientation, age, marital status, veteran, or disability status.

Financial Services Associate

Accounts Payable

Accounts Receivable

Invoicing

Finance and Accounting

TFA020525

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Salary : $21 - $24

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