Finance Associate
Creative Financial Staffing
Stamford, CT
Finance Associate
Our client, a global investment firm, is looking to add a Finance Associate to their team. This firm offers amazing benefits, competitive compensation, hybrid work schedule, and monthly/quarterly company events. They have a commitment to community engagement and this person will have the opportunity to be a part of that! This role works very collaboratively with the entire accounting and finance team, with interaction with C-suite executives.
Responsibilities:
- Receive, retrieve, review and process incoming invoices and employee expense reports using a variety of systems.
- Assist with vendor onboarding, ongoing management, and inquiries.
- Monitor the AP and Fund expense mailbox daily.
- Assist with Virtual Card management and execution of payment on vendor websites.
- Support management of corporate programs.
- Help with adding bills to the Fund expense allocation system, initiate expense runs, and send batch approval emails.
- Assist with tax mailings, filings, and scanning, including tracker maintenance.
- Assist with monthly expense report submission tracking and follow up.
- Help with managing tax payments/refunds, withholding tax form requests, and new entity onboarding (EIN application, withholding forms) and entity dissolution tax forms.
- Assist with the review of tax extensions for accuracy/completeness and follow up with State Tax Department(s) as needed.
- Assist with coordination of audit confirmation process.
- Coordinate document signatures and preparation of PowerPoint presentations/PDF compare documents.
- Support ad hoc requests and projects across teams.
Desired Qualifications:
- Minimum of 2 years of experience in Accounting, Finance, Administration, or AP.
- Understanding of accounting principles.
- Bachelor’s degree.
- Knowledge of Excel.
MaxSalary: USD110000
MinSalary: USD80000
About the Company
Creative Financial Staffing
ABOUT US:
Creative Financial Staffing (CFS) is a leading, employee-owned staffing firm—the largest one founded by CPA firms. CFS helps companies locate, attract and hire exceptional accounting, finance & technology professionals. With three decades of experience, CFS has developed a vast network of skilled professionals and has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential.
Established in 1994, CFS today operates 30+ offices across the United States. Nationally, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire, and project support to interim management.
OVERVIEW:
Creative Financial Staffing, along with our CFS Technology Division, delivers qualified accounting, finance and technology professionals on a temporary and permanent basis across a broad range of industries. Our extensive network equips us with the resources to better understand our client’s needs, attract higher-caliber candidates, and assess their potential. We take pride in being the industry's leading employee-owned staffing firm.
100% Employee-Owned: By embracing this business model, CFS has empowered its employees to become committed owners, fostering a culture of innovation, productivity, and customer-centricity. With an engaged and empowered workforce, our customers reap the rewards.
Your Success is Our Success: Our business is all about people and personal connections, built on trust and teamwork. As employee-owners, we love what we do and we are dedicated to the success of our clients and candidates.
Highly Qualified Professionals at Every Level: We are dedicated to recruiting top accounting, finance and technology talent for our clients, from entry-level to senior professionals. Our rigorous screening process includes personal interviews, professional reference checks, and employment/degree verifications to ensure a list of quality candidates.
Personal Attention: Our clients consistently commend us for our individualized focus and service. Client and recruit satisfaction is paramount to our business, and we strive to ensure each placement is the absolute best.
Our Commitment: Our core values are the foundation of our company’s culture and success. They guide our decision-making, foster collaboration, and create a positive work environment built on transparency and accountability. At CFS, our employees embody and value: integrity, teamwork, accountability, positive mindset, disciplined, and hard work.
Career Opportunities: We are growing! CFS is always on the lookout for team-oriented, enthusiastic, entrepreneurial, and customer service-driven professionals to join our team. If this sounds like you, join us and discover what we're all about!
Headquarters:
21 Custom House St.
Suite 210
Boston, MA 02110
Interested in learning more about our current opportunities? Join our talent network today!