What are the responsibilities and job description for the Finance Associate position at Creative Financial Staffing?
Finance Associate
Our client, a global investment firm, is looking to add a Finance Associate to their team. This firm offers amazing benefits, competitive compensation, hybrid work schedule, and monthly / quarterly company events. They have a commitment to community engagement and this person will have the opportunity to be a part of that! This role works very collaboratively with the entire accounting and finance team, with interaction with C-suite executives.
Responsibilities :
- Receive, retrieve, review and process incoming invoices and employee expense reports using a variety of systems.
- Assist with vendor onboarding, ongoing management, and inquiries.
- Monitor the AP and Fund expense mailbox daily.
- Assist with Virtual Card management and execution of payment on vendor websites.
- Support management of corporate programs.
- Help with adding bills to the Fund expense allocation system, initiate expense runs, and send batch approval emails.
- Assist with tax mailings, filings, and scanning, including tracker maintenance.
- Assist with monthly expense report submission tracking and follow up.
- Help with managing tax payments / refunds, withholding tax form requests, and new entity onboarding (EIN application, withholding forms) and entity dissolution tax forms.
- Assist with the review of tax extensions for accuracy / completeness and follow up with State Tax Department(s) as needed.
- Assist with coordination of audit confirmation process.
- Coordinate document signatures and preparation of PowerPoint presentations / PDF compare documents.
- Support ad hoc requests and projects across teams.
Desired Qualifications :
This position is hybrid in Stamford, CT. This role is offering $80,000-$110,000 depending on experience.
INMAR2025
Salary : $80,000 - $110,000
