Finance Associate

Posted 59ds ago

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Job Description

Finance Associate supporting financial operations at TakeProfitTrader, a proprietary trading firm. Overseeing AP/AR cycles, financial reporting, and operational improvements in a remote setup.

Responsibilities:

  • Oversee Accounts Payable (AP) and Accounts Receivable (AR) cycles
  • Review invoices for accuracy against vendor contracts
  • Reconcile bank statements and general ledger accounts on a monthly basis
  • Oversee daily cash management functions
  • Prepare wires and ACH transactions
  • Develop Standard Operating Procedures (SOPs) for recurring finance tasks
  • Assist in the preparation of monthly, quarterly, and annual financial statements
  • Assist in preparing budget-to-actual variance analysis and provide commentary to department leaders
  • Maintain and update financial models to support long-term forecasting
  • Serve as a point of contact for external auditors
  • Prepare audit workpapers and ensure documentation is organized and compliant
  • Maintain internal controls to mitigate financial risk and ensure data integrity
  • Contribute to the review of annual tax documentation including 1099s and 1042s for the client base
  • Assist in implementing and managing a sales tax function
  • Partner with leadership to provide data-driven insights for special projects
  • Assist in the development of a stronger analytics function within the finance team
  • Identify opportunities for process automation and operational improvements within the finance department

Requirements:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • 2 to 4 years of experience in a corporate finance or accounting role
  • Advanced Excel skills including VLOOKUPs, Pivot Tables, and complex formulas
  • Experience with ERP systems such as NetSuite, SAP, or QuickBooks
  • Strong analytical thinking and ability to manage deadlines effectively
  • Strong communication skills and ability to collaborate across teams
  • Ability to evaluate existing processes and recommend improvements.

Benefits:

  • Medical insurance
  • Wellness stipend
  • Paid time off
  • Company holidays