Job Overview – Finance Associate (Accounts Payable & Cash Management)
Compensation: $100,000 – $120,000/year + bonus
Location: New York, NY
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Finance Associate (Accounts Payable & Cash Management) in New York, NY for our client. In this hybrid role, you will support accounts payable, cash management, and expense reporting across multiple entities, including investment and giving activity. You will manage payment workflows, monitor cash positions, support capital call activity, and partner with third-party accountants to ensure accurate reporting and controls.
Responsibilities as the Finance Associate:
- Accounts Payable & Expense Management: Manage end-to-end AP, including invoice review, coding, approvals, vendor inquiries, and timely payments across entities.
- Cash Management & Payments: Prepare and track wires, ACH payments, intercompany transfers, capital calls, and investment-related cash activity while monitoring daily cash positions.
- Financial Tracking & Reconciliations: Record investment activity and reconcile charitable and political contributions to maintain accurate databases.
- Reporting & Budget Support: Assist with monthly and quarterly reporting and prepare departmental budget reports and related analyses.
- Controls & Improvement: Coordinate with third-party accountants, review financial activity, manage incoming financial correspondence, and support process improvements.
Qualifications for the Finance Associate:
- Education: Bachelor’s degree in Accounting, Finance, Business, or a related field required.
- Experience: 4-10+ years of experience in accounts payable, cash management, or finance operations, with family office, investment office, or capital call experience strongly preferred.
- Industry Knowledge: Solid understanding of AP workflows, invoice coding, cash controls, payment processing, and multi-entity financial operations.
- Technical Skills: Advanced Excel proficiency required, with experience processing ACH and wire payments and familiarity with Sage Intacct or similar ERP systems preferred.
- Skills & Attributes: Highly organized professional with strong attention to detail, sound judgment, and the ability to manage sensitive financial information with discretion and confidentiality.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.