Overview
Financial Advisor Jobs in New York, NY at Strategies for Wealth
About Us: Founded in 1994, Healthier Choice Flooring is a privately owned company based in Dalton, Georgia. We are an award-winning manufacturer of patented high-density polyurethane foam products for residential and commercial flooring applications. Healthier Choice is committed to creating high-quality flooring products that are safe for humans and the environment. We are seeking a detail-oriented and motivated Finance Associate to join our finance team.
To be successful, a Finance Associate needs a mix of technical and soft skills to perform their duties effectively. Here are some essential skills:
Technical Skills:
Accounting Knowledge: Understanding basic accounting principles and practices.
Data Entry: Accurate and efficient data entry skills.
Mathematical Skills: Strong numerical ability to handle financial transactions and reconciliations.
Microsoft Office 365: Proficiency in Excel, Word, and Outlook for managing financial data and communication.
Soft Skills:
Attention to Detail: Ensuring accuracy in financial records and transactions.
Organizational Skills: Managing multiple tasks and maintaining orderly records.
Time Management: Prioritizing tasks to meet deadlines.
Communication Skills: Effectively communicating with team members, vendors, and customers.
Problem-Solving: Identifying and resolving discrepancies in financial data.
Additional Skills:
Confidentiality: Handling sensitive financial information with discretion.
Teamwork: Collaborating with other members of the finance team.
Adaptability: Being flexible and open to learning new processes and technologies.
Job Summary: The Finance Associate will be responsible for providing support to the accounting department by performing various clerical tasks, including maintaining financial records, processing transactions, and assisting with financial reporting. This role requires strong attention to detail, excellent organizational skills, and the ability to work effectively in a team environment.
Key Responsibilities: Generate Invoices, process accounts receivable, purchase order, and payable transactions.
Prepare and upload billing transactions to customers and factor portal.
Review and reconcile billing discrepancies and disputes.
Process and record customer payments, ensuring timely collections.
Reconcile bank statements and other financial documents.
Perform data entry and ensure the accuracy of financial data.
Handle administrative tasks such as filing, scanning, and photocopying.
Communicate with vendors and customers to resolve billing issues.
Support the accounting team with ad-hoc tasks and projects as needed.
Qualifications: High school diploma or equivalent; associate degree in accounting or related field preferred.
Proven experience as an accounting clerk or in a similar role.
Proficiency in Microsoft Office 365 (Excel, Word, Outlook).
Familiarity with legacy accounting software (e.g., Southware, Disys/AS-400) is a plus.
Strong attention to detail and accuracy.
Excellent organizational and time management skills.
Ability to work independently and as part of a team.
Good communication and interpersonal skills.
Salary Range: $38,000 to $45,000 per year and yearly bonus opportunity, depending on experience, qualifications, and performance.
Benefits: Competitive salary and benefits package.
Opportunities for professional development and growth.
Friendly and supportive work environment.
Health insurance
How to Apply: Interested candidates should submit their resume and a cover letter with the subject line “Finance Associate Application – [Include Your Name].”
Job Type: Full-time
Pay: $38,000.00 – $45,000.00 per year
Benefits:
Dental insurance
Health insurance
Vision insurance
Schedule:
Monday to Friday
People with a criminal record are encouraged to apply
Ability to Commute:
Dalton, GA 30720 (Required)
Work Location: In person
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Title: Financial Advisor
Company: Strategies for Wealth
Location: New York, NY
