CrawlJobs Logo

Financial Associate

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , Trevose

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

We are looking for a Financial Associate to join our team based in Trevose, Pennsylvania. In this role, you will be responsible for a variety of financial and administrative tasks, including account management, invoicing, and financial audits.

Job Responsibility:

  • Utilize Quickbooks Online to manage and maintain client accounts
  • Manage monthly administrative invoicing and distribution
  • Communicate effectively with all entities associated with a client account, such as account managers, clients, sales representatives, and brokers
  • Conduct bank account reconciliations and assist with any financial audits or inquiries
  • Uphold and apply appropriate financial policies and procedures
  • Execute daily deposits and distribution tasks
  • Oversee accounts receivable management
  • prepare and track receipt of client invoicing
  • Provide accounts payable support and backup accounts payable staff
  • Monitor finance group email box and respond to inquiries in a timely manner
  • Use Microsoft Excel and other tools for data management and reporting

Requirements:

  • Minimum of 2 years of experience in a similar role
  • Proficient in using Quickbooks Online
  • Experience in coding and entering invoices
  • Familiarity with banking and brokerage practices
  • Proficiency in bank account reconciliation
  • Experience conducting financial audits
  • Knowledge and experience in managing Accounts Receivable (AR)
  • Proficient in Microsoft Excel
  • Ability to work independently and as part of a team
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Detail-oriented with strong organizational skills
  • Bachelor's degree in Finance, Accounting, or related field is preferred
What we offer:
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:
March 25, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Icon
Robert Half - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Financial Associate

Financial Associate

Partners with the businesses to ensure that the capital strategies are operation...
Location
Location
India , Bangalore
Salary
Salary:
Not provided
https://www.hpe.com/ Logo
Hewlett Packard Enterprise
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Associates degree strongly preferred
  • Typically 4+ years of work experience
  • Typically 1+ years experience in an accounting environment
  • Strong computation skills
  • Strong business application skills (e.g., Microsoft Office Suite, SAP)
  • Fluency in English
  • Strong understanding of accounting processes
  • Strong database skills
  • Strong communication skills
  • Good project management skills
Job Responsibility
Job Responsibility
  • Owns and executes accounting processes within area of expertise
  • Performs analysis of transactional accounting information to support decision making
  • Typically the first escalation point of contact for customer issues related to area of expertise
  • Supports the implementation of new corporate-wide accounting processes and systems
  • Proactively identifies opportunities for improvements and makes recommendations
  • Implements and assures effective business controls through review, analysis, and verification
  • Assists in training and mentoring of department team
  • Supports the development, implementation, maintenance, and communication procedures to ensure compliance with accounting policies
What we offer
What we offer
  • Health & Wellbeing
  • Personal & Professional Development
  • Unconditional Inclusion
  • Fulltime
Read More
Arrow Right

Associate, Financial Operations & Analysis

Our Financial Operations & Analysis department is looking to hire an Associate t...
Location
Location
United States , Chicago
Salary
Salary:
70000.00 - 80000.00 USD / Year
heitman.com Logo
Heitman
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Degree in Accounting, Finance, or Real Estate
  • 0 to 2 years of experience
  • Analytically minded with an ability to manipulate and analyze data to identify trends, solve problems, and make informed recommendations
  • Strong project and time management skills
  • Ability to work in a fast-paced environment
  • Commitment and willingness to manage competing (sometimes tight) deadlines
  • Strong team player and collaboration skills to support working together across multiple functional departments
  • Motivated by independent and team-oriented successes
  • Strong problem solver with the ability to leverage your analytical and critical thinking skills in school and/or in the work environment
  • Strong verbal and written communication skills
Job Responsibility
Job Responsibility
  • Applying your knowledge of accounting principles and financial analysis in day-to-day responsibilities
  • Learning how to calculate property and debt valuations as well as investment performance metrics
  • Reviewing and approving accounting transactions such as acquisitions, dispositions, and waterfall calculations
  • Reviewing financial statements, supporting schedules, and related footnotes
What we offer
What we offer
  • Bonus eligible and participate in a generous annual bonus plan
  • Competitive compensation
  • Leading-edge, human-centric benefits package
  • Fulltime
Read More
Arrow Right

Senior Associate, Financial Operations & Analysis

Our Financial Operations & Analysis department is looking to hire a Senior Assoc...
Location
Location
United States , Chicago
Salary
Salary:
80000.00 - 95000.00 USD / Year
heitman.com Logo
Heitman
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Degree in Accounting, Finance, or Real Estate
  • 2 to 4 years of experience
  • Analytically minded with an ability to manipulate and analyze data to identify trends, solve problems, and make informed recommendations
  • Strong project and time management skills
  • Ability to work in a fast-paced environment
  • Commitment and willingness to manage competing (sometimes tight) deadlines
  • Strong team player and collaboration skills to support working together across multiple functional departments
  • Motivated by independent and team-oriented successes
  • Strong problem solver with the ability to leverage your analytical and critical thinking skills in school and/or in the work environment
  • Strong verbal and written communication skills
Job Responsibility
Job Responsibility
  • Applying your knowledge of accounting principles and financial analysis in day-to-day responsibilities
  • Learning how to calculate property and debt valuations as well as investment performance metrics
  • Reviewing and approving accounting transactions such as acquisitions, dispositions, and waterfall calculations
  • Reviewing financial statements, supporting schedules, and related footnotes
  • Analyze and forecast IRR’s and time-weighted returns and provide analytical observations and projections to Portfolio & Asset Management
What we offer
What we offer
  • bonus eligible
  • participate in a generous annual bonus plan
  • competitive compensation
  • leading-edge, human-centric benefits package
  • Fulltime
Read More
Arrow Right

Financial Associate

In the Finance and Corporate Strategy team we ensure that the business’s capital...
Location
Location
India , Bangalore
Salary
Salary:
Not provided
https://www.hpe.com/ Logo
Hewlett Packard Enterprise
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Associates Degree strongly preferred Bcom
  • Typically 3+ years of work experience
  • Strong business application skills (e.g., Microsoft Office Suite)
  • Fluency in English
  • Strong understanding of accounting processes with R2R
  • Strong communication skills
Job Responsibility
Job Responsibility
  • Owns and executes accounting processes within area of expertise
  • Performs analysis of transactional accounting information to support decision making
  • Typically the first escalation point of contact for customer issues related to area of expertise
  • Proactively identifies opportunities for improvements and makes recommendations
  • Implements and assures effective business controls through review, analysis, and verification
What we offer
What we offer
  • Health & Wellbeing
  • Personal & Professional Development
  • Unconditional Inclusion
  • Fulltime
Read More
Arrow Right

Financial Associate

In the Finance and Corporate Strategy team we ensure that the business’s capital...
Location
Location
India , Bangalore
Salary
Salary:
Not provided
https://www.hpe.com/ Logo
Hewlett Packard Enterprise
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Associates degree strongly preferred
  • Typically 4+ years of work experience
  • Typically 1+ years experience in an accounting environment
  • Strong computation skills
  • Strong business application skills (e.g., Microsoft Office Suite, SAP)
  • Fluency in English
  • Strong understanding of accounting processes
  • Strong database skills
  • Strong communication skills
  • Good project management skills
Job Responsibility
Job Responsibility
  • Owns and executes accounting processes within area of expertise
  • Performs analysis of transactional accounting information to support decision making
  • Typically the first escalation point of contact for customer issues related to area of expertise
  • Supports the implementation of new corporate-wide accounting processes and systems
  • Proactively identifies opportunities for improvements and makes recommendations
  • Implements and assures effective business controls through review, analysis, and verification
  • Assists in training and mentoring of department team
  • Supports the development, implementation, maintenance, and communication procedures to ensure compliance with accounting policies
What we offer
What we offer
  • Comprehensive suite of benefits supporting physical, financial, and emotional wellbeing
  • Programs for career growth and development
  • Unconditional inclusion and flexibility
  • Fulltime
Read More
Arrow Right

Financial Associate

In the Finance and Corporate Strategy team, we ensure that the business’s capita...
Location
Location
India , Bangalore
Salary
Salary:
Not provided
https://www.hpe.com/ Logo
Hewlett Packard Enterprise
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Associate's degree strongly preferred
  • Typically 4+ years of work experience
  • Typically 1+ years of experience in an accounting environment
  • Strong computation skills
  • Strong business application skills (e.g., Microsoft Office Suite, SAP)
  • Fluency in English
  • Strong understanding of accounting processes
  • Strong database skills
  • Strong communication skills
  • Good project management skills.
Job Responsibility
Job Responsibility
  • Owns and executes accounting processes within area of expertise
  • Performs analysis of transactional accounting information to support decision-making
  • Typically the first escalation point of contact for customer issues related to area of expertise
  • Supports the implementation of new corporate-wide accounting processes and systems
  • Proactively identifies opportunities for improvements and makes recommendations
  • Implements and assures effective business controls through review, analysis, and verification
  • Assists in training and mentoring of department team
  • Supports the development, implementation, maintenance, and communication procedures to ensure compliance with accounting policies.
What we offer
What we offer
  • Health & Wellbeing
  • Personal & Professional Development
  • Unconditional Inclusion.
  • Fulltime
Read More
Arrow Right

Financial Associate

Partners with the businesses to ensure that the capital strategies are operation...
Location
Location
India , Bangalore
Salary
Salary:
Not provided
https://www.hpe.com/ Logo
Hewlett Packard Enterprise
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Associates degree strongly preferred
  • Typically 4+ years of work experience
  • Typically 1+ years experience in an accounting environment
  • Strong computation skills
  • Strong business application skills (e.g., Microsoft Office Suite, SAP)
  • Fluency in English
  • Strong understanding of accounting processes
  • Strong database skills
  • Strong communication skills
  • Good project management skills
Job Responsibility
Job Responsibility
  • Owns and executes accounting processes within area of expertise
  • Performs analysis of transactional accounting information to support decision making
  • Typically the first escalation point of contact for customer issues related to area of expertise
  • Supports the implementation of new corporate-wide accounting processes and systems
  • Proactively identifies opportunities for improvements and makes recommendations
  • Implements and assures effective business controls through review, analysis, and verification
  • Assists in training and mentoring of department team
  • Supports the development, implementation, maintenance, and communication procedures to ensure compliance with accounting policies
What we offer
What we offer
  • Health & Wellbeing
  • Personal & Professional Development
  • Unconditional Inclusion
  • Fulltime
Read More
Arrow Right

Financial Associate

In the Finance and Corporate Strategy team we ensure that the business’s capital...
Location
Location
India , Bangalore
Salary
Salary:
Not provided
https://www.hpe.com/ Logo
Hewlett Packard Enterprise
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Associates degree strongly preferred
  • Typically 6+ years of work experience
  • Typically 2+ years experience in an accounting environment
  • Strong computation skills
  • Excellent business application skills (e.g., Microsoft Office Suite, SAP)
  • Fluency in English
  • Excellent understanding of accounting processes
  • Excellent database skills
  • Strong communication skills
  • Strong project management skills
Job Responsibility
Job Responsibility
  • Owns and executes accounting processes within area of expertise
  • Performs complex analysis of transactional accounting information to support decision making
  • Typically the first escalation point of contact for complex systems or policy issues related to area of expertise
  • Leads the implementation of new corporate-wide accounting processes and systems
  • Proactively identifies opportunities for improvements and makes recommendations
  • Implements and assures effective business controls through review, analysis, and verification
  • Assists in training and mentoring of department team
  • Leads the development, implementation, maintenance, and communication procedures to ensure compliance with accounting policies
What we offer
What we offer
  • Health & Wellbeing
  • Personal & Professional Development
  • Unconditional Inclusion
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy