Finance Associate

Responsibilities

• Support the client invoicing process by preparing, reviewing and processing invoices accurately and on time.
• Reconcile client budgets with internal financial data to help ensure accurate reporting and financial visibility.
• Maintain accurate financial records and support the day-to-day financial management of client accounts.
• Partner with senior finance team members to respond to client finance inquiries and resolve billing questions.
• Generate reports from financial systems including Harvest, Cognos and JDE to support business and client needs.
• Ensure financial data is accurate, complete and up to date across multiple systems.
• Manage the Harvest email alias and support project setup and creation workflows.
• Assist with documentation, reconciliations and audit preparation.
• Translate financial data into clear, actionable summaries for internal stakeholders.
• Partner with senior finance team members on special projects, process improvements and ad hoc financial analyses.

• 1-2 years of experience in finance, accounting or a related field through internships, co-op programs or an entry‑level role.
• 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.
• Exposure to client finance, agency or professional services environments, or an interest in learning how finance supports client-facing businesses.
• An interest in building a career in finance, whether that is financial planning and analysis, accounting or client finance.

Demonstrates expertise in financial management, including invoicing, budget reconciliation, and financial reporting. Proficient in using financial systems and tools to ensure data accuracy and support client finance operations.