Senior Associate, Finance, Operations

As a Senior Associate, Finance, Operations, you’ll play a key role in driving the client contract process and internal tracker, as well as provide support on short and long-term financial planning and reporting. The Operations team handles various daily tasks for the firm, including resolving issues from employees and client teams, implementing strategies to streamline business operations, and managing resources, budgets, and supplies. The ideal candidate will collaborate with leadership to deliver insights, ensure accuracy in financial tracking, and support both strategic planning and day-to-day execution. The salary range for this position is $57,683.00-$78,041.00.

Primary Responsibilities

• Lead the end-to-end client contract process, including coordinating renewal plans with internal client teams and drafting contract language for approval.
• Maintain live client internal contract tracker to measure against financial working papers.
• Provide bookkeeping support as needed via QuickBooks, including invoice submissions.
• Create PowerPoint decks; distill complex financial information to key stakeholders and senior leadership.
• Support short- and long-term financial planning, conduct variance analyses, and contribute to revenue recognition and planning.
• Develop and manage internal P&L reporting and key performance metrics on a monthly, quarterly, and annual basis.
• Apply principles of cash-based and accrual-based accounting, understanding of debits and credits, and expense reporting processes.
• Assist with planning and execution of political events including event setup, planning, catering, and supplies, attending 2-3 evening events a month on behalf of the Operations team.
• Perform other duties as necessary to achieve departmental goals, including ad hoc projects that streamline operational and administrative efficiencies.

Qualifications

• Bachelor’s degree from an accredited university in finance, accounting, business, or related
• Strong understanding of variance analysis, as well as quarterly and monthly reporting
• Strong Microsoft Office skills, including Microsoft Excel
• Demonstrated ability to quickly synthesize information; strong interpersonal and written communication skills
• Proven ability to operate with integrity and ethics, and maintain the highest standards of confidentiality
• High level of detail and demonstrated work output with little/no errors
• Sense of urgency; willingness and ability to meet and exceed established deadlines
• Organizational agility and adaptability

We prefer that you have:

• 1-2 years of experience in financial analysis, reporting, modeling or related work
• Advanced Microsoft Excel (pivot tables, xlookup, advanced formulas, etc.)
• Experience with Power BI and/or Tableau