Finance & Operations Associate

Overview

The Finance & Operations Associate will be a highly organized, detail-oriented, and effective team member who reports to the Vice President, Finance & Operations (VP-FO), and works closely with ACG’s multinational professionals. The Associate will provide support in bookkeeping, accounting, financial reporting, maintenance of ACG systems and software programs, as well as day-to-day Business Office support for active and proposed consulting projects.

• Create and process client invoices, manage collection of outstanding invoices, and perform other accounts receivable functions.
• Maintain and reconcile corporate credit cards in Concur; review monthly expense reports for accuracy; assist VP-FO with reconciliation of Concur transactions in Quick Books Online.
• Train and onboard employees and client job candidates on the Concur platform, maintain those records, troubleshoot associated technology issues, and act as main liaison to Concur tech support.
• Perform data entry and record accounts payable invoices and payments in Concur and Quick Books Online.
• Distribute weekly and monthly reports to the Leadership team, including, but not limited to, Billing Milestone reports, A/R collections reports, and monthly P&L reports.
• Support monthly and yearly close functions, including bank account and credit card reconciliations in Quick Books Online and posting confidential financial reports to SharePoint.
• Record lockbox, , and manual bank deposits in Quick Books Online.
• Support VP-FO with semi-monthly payroll processing.
• Assist VP-FO with regular preparation and posting of general journal entries and reconciliations.
• Prepare documentation for external accounting firms and other third-party vendors, as appropriate.
• Embrace other accounting and finance operations responsibilities, as needed.

• Maintain Quick Base relational database (CRM) and associated applications, including but not limited to creating and managing reports, updating company and project records, inputting project Cost Trackers and Hours Reallocation requests, and producing reports upon request of ACG team members.
• Assist VP-FO with creation of monthly Consultant Utilization Reports.
• Lead onboarding process for all staff in technology systems and business office processes like timecard completion and expense report submissions.
• Maintain phone system and corporate Zoom account; assist VP-FO with maintenance and administration of Microsoft Office 365, Adobe, Threads, and other company software programs.
• Retain records regarding company-owned computer hardware and associated software, and remotely support the technology requests of the team.
• Oversee regular renewal of ACG mailboxes and ensure mail is forwarded to the appropriate recipient(s) on a regular basis.
• Attend and actively participate in regular team meetings and training.
• Follow firm methodologies, templates, and project reporting guidelines.
• Embrace other business office operations and administration duties, as needed.

The successful Finance & Operations Associate will be a highly organized and detail-oriented professional with excellent written and oral communication skills. This individual will be a motivated self-starter with the ability to prioritize tasks, maintain and develop routinized systems, and deliver highly efficient and effective office operations and communication. A flexible and adaptable team player, the Finance & Operations Associate will demonstrate speed, accuracy, reliability, personal accountability, and interpersonal skills in working with internal team members and external constituents.

They will be motivated by data analysis, building knowledge, intellectual growth, and the maintenance of a complete, current, and responsive financial and time tracking system that supports ACG as well as its mission, vision, values, and strategic goals.

• Goal Orientation and Problem Solving – The dexterity to solve problems in a complex organizational structure, with the goal of serving internal team members and external clients.
• Teamwork and Diplomacy – The ingenuity to work and…