Finance Associate

Finance Associate

As a Finance Associate, you will support the client invoicing process by preparing, reviewing and processing invoices accurately and on time. You will reconcile client budgets with internal financial data to help ensure accurate reporting and financial visibility. You will maintain accurate financial records and support the day-to‑day financial management of client accounts. You will partner with senior finance team members to respond to client finance inquiries and resolve billing questions.

You will generate reports from financial systems including Harvest, Cognos and JDE to support business and client needs. You will ensure financial data is accurate, complete and up to date across multiple systems. You will manage the Harvest email alias and support project setup and creation workflows. You will assist with documentation, reconciliations and audit preparation. You will translate financial data into clear, actionable summaries for internal stakeholders.

You will partner with senior finance team members on special projects, process improvements and ad‑hoc financial analyses.

• You’re early in your finance career and have 1–2 years of experience in finance, accounting or a related field through internships, co‑op programs or an entry‑level role.
• You have a bachelor’s degree in Finance, Accounting, Economics or a related discipline.
• Strong attention to detail and organizational skills, with the ability to manage multiple priorities while maintaining accuracy.
• Advanced proficiency in Microsoft Excel or Google Sheets, including formulas, pivot tables and data analysis.
• Experience working with financial systems such as JDE, Cognos, Harvest, Tungsten or similar ERP and reporting platforms.
• Strong communication skills and enjoy partnering with colleagues across teams to solve problems and keep work moving.
• Exposure to client finance, agency or professional services environments, or an interest in learning how finance supports client‑facing businesses.
• An interest in building your career in finance, whether that’s financial planning and analysis, accounting or client finance.

Salary: $55,000 – $65,000.

• Comprehensive health care coverage
• Employee Stock Ownership Plan (ESOP)
• 401(k) with company match
• Flexible Time Off (FTO)
• 18 company holidays
• Flex Fridays
• Pray Care wellness stipend and Rebalance Day
• Employee Assistance Program (EAP)
• Paid parental leave and fertility support
• Training, learning and professional development programs
• Camp Praytell
• Employee Resource Groups (ERGs)