Finance & Administration Associate

Overview

POSITION:
Finance & Administration Associate

LOCATION:

Money Management Institute (MMI) Offices in New York City (midtown)

Hybrid – 3 days in-person aligned with your manager's schedule

TYPE:
Full-time position

POSITION SUMMARY:

The Finance & Administration Associate is responsible for the accurate and timely execution of daily accounting operations, with a primary focus on transaction processing, reconciliations, and support of monthly close activities. This role plays a key part in maintaining complete and compliant financial records and supporting budgeting, reporting, and internal control processes.

In addition to core accounting responsibilities, the Associate supports office administration, People Operations/Talent Management and provides administrative and operational assistance to the Director of Finance & Administration. The role also offers limited administrative support to the President & CEO related to key business priorities. This position requires strong attention to detail, discretion, and the ability to manage multiple priorities while maintaining the integrity of the organization’s financial operations.

This is a growth-oriented role, offering opportunities for a motivated individual to expand their accounting and operational skill set, and quickly take on advanced responsibilities within the organization.

The Associate reports directly to the Director, Finance & Administration and works closely with the MMI team, members, and external partners.

• Process and reconcile daily accounting transactions with accuracy and timeliness
• Manage accounts payable and accounts receivable, including invoice preparation, payment tracking, and vendor coordination
• Assist with monthly close activities, including journal entries, accruals, and reconciliations (bank, credit card, and balance sheet accounts)
• Support budgeting and forecasting processes by collecting data, updating templates, and monitoring spend versus budget
• Coordinate credit card receipt collection, coding, and reconciliation
• Maintain organized and audit-ready financial records and documentation
• Assist in documenting and refining standard operating procedures across accounting

• Support office operations, including supplies management, vendor coordination, workspace logistics, and basic technology troubleshooting
• Assist with Human Resources tasks, including access setup, equipment coordination, and checklist completion
• Maintain organizational records, digital filing systems, and internal databases
• Assist with the preparation of internal reports, presentations, and communications
• Support the planning and coordination of meetings, events, and team activities

• Provide administrative and operational support to the Director of Finance & Administration, including coordination of workflows and preparation of documentation related to payroll, benefits administration, and human resources processes
• Assist with scheduling and coordination of key business meetings for the President & CEO

Support executive priorities through organized follow-up, documentation, and task coordination

• Bachelor’s degree required; concentration in Accounting or a related field strongly preferred
• 2–3 years of experience in accounting, finance, or a combined accounting/administrative role
• Strong attention to detail with a high level of accuracy
• Solid organizational and time-management skills, with the ability to manage multiple priorities
• Proficiency in Microsoft Excel
• Ability to work independently and collaboratively in a team-based environment
• Discretion and professionalism when handling confidential information

• Competitive base salary ($65k-75k) with bonus opportunity
• Compensation commensurate with experience, skills, and capabilities
• Paid vacation and holidays

Established in 1997, the Money Management Institute (MMI) is the industry association representing financial services firms that provide financial advice and investment advisory solutions to investors. MMI is driven by our promise of increasing connections, knowledge, and growth for our members. We are dedicated to fostering professional relationships, sharing experiences, and expanding the industry’s influence through advocacy and education. MMI offers premier professional development programs, specialized curriculums, and facilitates peer-to-peer connections through our communities and conferences.

As part of our longstanding commitment to diversity and inclusion, the Gateway Foundation provides clear pathways to entry and career advancement in the financial services industry for historically excluded and underrepresented groups. MMI member firms include wealth managers, asset managers, and solutions provider firms of all sizes and professionals representing all functional areas.