Financial Associate

Job Summary

• This role is responsible for performing end-to-end accounting processes as well as analyzing transactional data such that it can be leveraged for informed decision-making. The role serves as the escalation point for different issues in the related area of work. The role also identifies opportunities for improvement, makes recommendations, and assures effective business controls through review, analysis, and verification.
  

Responsibilities

• Ensures execution of accounting processes and performs analysis of transactional accounting information to support decision-making.
• Acts as the primary escalation point for customer issues related to area of expertise.
• Facilitates the implementation, adoption and integration of new accounting processes and systems across the entire organization.
• Engages proactively in the identification of gaps and opportunities for improvement and makes recommendations for the same.
• Executes and ensures the effectiveness of business controls by conducting comprehensive reviews, analyses, and verifications.
• Supports the department team by assisting in training and mentoring.
• Coordinates and oversees month-end closing process to ensure financial data accuracy and resolves general ledger discrepancies promptly.
• Assists in preparing and analyzing financial statements, including balance sheets, income statements, and cash flow statements.
• Applies extensive knowledge, resolves complex issues, and recommends improvements through creative and effective approaches.
• Coordinates the functional work within the department, assists various departments, monitors process execution, and fosters positive working relationships with associates and management.
  

Education & ExperienceRecommended

• High School Diploma/General Education Diploma (GED)/Higher Secondary education or commensurate work experience or demonstrated competence.
• Typically has 6-8 years of related work experience, preferably in financial management, internal audit, accounting, or a related field.
  

Preferred Certifications

• Certified Bookkeeper
  

Knowledge & Skills

• Account Reconciliation
• Accounting
• Accounts Payable
• Accounts Receivable
• Auditing
• Balance Sheet
• Billing
• Bookkeeping
• Economics
• External Auditing
• Finance
• Financial Services
• Financial Statements
• General Ledger
• Generally Accepted Accounting Principles
• Internal Controls
• Invoicing
• Month-End Closing
• Reconciliation
• SAP Applications
  

Cross-Org Skills

• Effective Communication
• Results Orientation
• Learning Agility
• Digital Fluency
• Customer Centricity
  

Impact & Scope

• Impacts department and leads and/or provides expertise to functional project teams and may participate in cross-functional initiatives.
  

Complexity

• Works on assignments that are complex in nature and require initiative and technical/specialized knowledge to resolve problems and/or develop recommended solutions.
  

Disclaimer

• This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.