Summer 2025 Associate, Finance

Our Associate program is a paid opportunity that allows participants to contribute to the organization's success while at the same time applying learnings from the classroom. This semester we will continue with a hybrid program and will offer each participant the opportunity to gain in-office experience for approximately 3-days a week. Associates are responsible for their individual transportation and housing needs.

Associate Expectations:

All Associates are expected to work 24-29.9 hours a week during the session. While each Associate will be working with a specific division, they will have the opportunity to learn about other areas within Excel, through lunch and learns held throughout the semester.

Important Dates:

Our Summer Program runs from Monday, June 2nd, 2025 through Friday, August 22nd, 2025

Office Hours:

• 9:00 am‐6:00 PM ET, Monday-Friday OR as agreed upon with advisor. Days in office must be coordinated with Advisor's schedules.

Our Associates must:

• Be available to work under 30 hours per week.
• Be available to report to the New York office approximately 3-days a week.
• Have a senior standing in college (must have completed your junior year of undergrad)

OR

• Be enrolled in a graduate school

OR

• Have a bachelor's or postgraduate degree.

Interview Process:

• Applications will close on April 4th, 2025
• If selected, the expectation is that offers will be extended mid-end of April.
• The program will begin on June 2, 2025.

Finance Associate Expectations:

• Processing new contracts, preparing invoices, assisting with vendor forms, and otherwise ensuring prompt and accurate payments to clients and the company;
• Support and ensure accuracy with the data migration between financial management systems (ERP).
• Record incoming and outgoing payments using our web-based accounting platforms;
• Onboard new clients, employees, and vendors in a timely manner to ensure seamless integration into our payment system within our ERP
• Send internal communication reminders to facilitate the resolution of outstanding payments, and takes initiative to follow up individually as needed;
• Manage and track specific AR reports, including the monitoring of aged collections
• All other duties as assigned.

Finance Associate Knowledge, Skills & Abilities:

• Advanced Microsoft Excel skills, strong working knowledge of other Microsoft Office Programs;
• High attention to detail and ability to manage multiple projects and priorities;
• Able to build relationships, genuine connections and trust both internally and externally;
• Excellent communication skills;
• Exceptional time-management skills, able to execute tasks and responsibilities in an ever-changing environment;
• Able to operate with discretion and confidentiality;
• Flexible and reliable team player internally and externally;
• Able to think creatively and innovatively.

The pay for this position is: $16.50 per hour. Please note that the foregoing compensation information is a good-faith assessment associated with this position only and is provided pursuant to the California and New York City Salary Transparency Law.