Jobs
>
Chicago

    Finance Associate - Chicago, United States - National Financial Partners Corp.

    National Financial Partners Corp.
    National Financial Partners Corp. Chicago, United States

    1 week ago

    Default job background
    Description

    Title:
    Finance Associate


    Department:
    Finance & Accounting


    Reports to:
    Director of Finance & Accounting


    Fiducient Advisors, formerly DiMeo Schneider & Associates, L.L.C., opened its doors on May 1, 1995, striving to provide unparalleled and customized investment consulting services.

    Our clients include retirement plan sponsors, nonprofit organizations, private clients, and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. This begins by providing advice that addresses each client's unique concerns, obligations, and goals.

    We operate with over 180 professionals nationwide, supporting our distinct purpose of helping clients prosper.

    We strive for professional satisfaction by upholding our firm guideposts by ensuring we check egos at the door, take accountability, and are thoughtfully driven.

    Fiducient Advisors seeks an analytical, detail- and solution-oriented, and self-motivated Finance Associate to join our Finance & Accounting team.

    This role adds value though the execution of accurate billing, accounts payable ("A/P") and receivable ("A/R"), and dependable operations support.

    The ideal candidate has a growth mindset and is eager to elevate the role and its impact on the firm and our clients.


    Functions & Responsibilities:

    • Manage and execute all A/P and A/R activities and processes
    • Audit vendor invoices for accuracy, verify general ledger account coding, ensure timely vendor payments, and respond to all vendor inquiries as the Finance team's key point of contact
    • Maintain an accurate and up-to-date inventory of all vendor contracts
    • Review monthly company credit card activity and proactively identify unusual transactions not in compliance with company policy
    • Process, deposit, and record all received client payments and research and resolve payment discrepancies
    • Perform monthly analysis of A/R and aging, and facilitate on-time invoice payments by sending payment reminders and contacting clients
    • Assist with the preparation of monthly and quarterly client invoices
    • Assist with month- and year-end close including A/P, A/R, cash, and other month-end close activities
    • Create, maintain, and update Finance & Accounting department processes, policies and controls
    • Perform other ad-hoc duties and projects as assigned

    Knowledge, Skills & Abilities:

    • Associate degree with a preferred concentration in Business, Accounting, or Finance required, Bachelor's degree preferred
    • Intermediate knowledge of Generally Accepted Accounting Principles (GAAP)
    • Proficiency in Microsoft Suite is required
    • Established experience in Accounts Payable, Accounts Receivable, and Client Billing
    • Detail-oriented with a high level of accuracy and organization
    • Excellent interpersonal and customer service skills
    • Excellent and prompt communication skills are essential
    • Ability to multi-task and excel in a fast-paced environment
    • Must be resourceful, reliable, and dependable
    • Empathetic and easily able to establish rapport with others
    • Resourceful and comfortable working independently
    • Active problem-solver with a proven ability to exercise sound judgment
    • Thoughtfully driven, accountable, and able to check your ego

    Travel Requirements:

    • Less than 5% travel for trainings and business events (in pre/post-COVID environment)

    Work Environment:

    • This role works in a professional office environment located in downtown Chicago, IL, Washington, DC metro area, or Windsor, CT (tentatively remote, due to the COVID-19 pandemic)
    • This role routinely uses standard office equipment such as computers, phones and photocopiers
  • Woori Juntos

    Accounting/finance Associate

    4 days ago

    Woori Juntos Chicago, United States

    **Location: Hybrid at the Chicago office** · **Deadline: Until further notice** · **Reports to: Finance and Compliance Director** · NAKASEC is seeking a full-time, exempt Accounting/Finance Associate position to work closely with the Finance & Compliance Director to ensure NAKASE ...

  • HappiLabs

    Finance Operations Associate

    1 week ago

    HappiLabs Chicago, United States

    **DESCRIPTION** · HappiLabs is a small business based in Chicago that provides a service to scientists called the Virtual Lab Manager. We support scientists in various ways, virtually, and act as an outsourced purchasing department (some might say a Personal Shopper) for biotech ...

  • National Financial Partners Corporation

    Finance Associate

    1 week ago

    National Financial Partners Corporation Chicago, United States

    Title: Finance Associate Department: Finance & Accounting Reports to: Director of Finance & Accounting Fiducient Advisors, formerly Di. Meo Schneider & Associates, L. L. C., opened its doors on May 1, 1995, striving to provide unparalleled and custom Finance, Associate, Accountin ...

  • R.R. Donnelley

    Associate - Finance

    1 week ago

    R.R. Donnelley Chicago, United States

    If you are interested in launching a career in an exciting industry, the Finance Associate Development Program is an outstanding opportunity The Finance Associate Development Program is a great way to accelerate your career while helping organizatio Finance, Associate, Accounting ...

  • R.R. Donnelley

    Associate - Finance

    1 week ago

    R.R. Donnelley Chicago, United States

    Company Description · RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry's most trusted portfolio of creative execution and world-wide business ...

  • Valor Equity Partners

    Finance Associate

    1 day ago

    Valor Equity Partners Chicago, United States

    Job Title: Finance Associate · Department: Finance · Work Location: Chicago, IL · Reports To: Senior Director · Who We Are: · Valor Equity Partners is an operational growth investment firm focused on non-control and control investments in high growth companies across variou ...

  • National Financial Partners

    Finance Associate

    1 week ago

    National Financial Partners Chicago, United States

    Chicago - W Madison St · Chicago, IL 60661, USA · Description · Title: Finance Associate · Department: Finance & Accounting · Reports to: Director of Finance & Accounting · Fiducient Advisors, formerly DiMeo Schneider & Associates, L.L.C., opened its doors on May 1, 1995, striv ...

  • Chicago Legal Search

    Finance Associate

    1 week ago

    Chicago Legal Search Chicago, United States

    The Chicago office of our Am Law 100 client is seeking an associate with 3-6 years of finance and/or corporate transactions experience, ideally, dealing with structured finance transactions. Securitization experience is preferred. This attorney will represent both issuers and und ...

  • A & T Healthcare

    Finance Associate

    1 week ago

    A & T Healthcare Chicago, United States

    *Finance Associate* · Chicago, IL · *About Tock* · Tock is the only all-in-one system for reservations, takeout, delivery, and events. We are changing the way restaurants, wineries, and culinary event organizers run their business and how guests explore, discover, and book at th ...

  • 5 Legal

    Finance Associate

    1 day ago

    5 Legal Chicago, United States

    Job Description · Job Description · Top 100 AmLaw firm seeks an associate to join its Finance Practice Group in their Chicago office. · Qualified candidates must have 3-5 years of solid and meaningful experience in the areas of acquisition financing, agented syndicated secured ...

  • RR Donnelley

    Associate - Finance

    5 days ago

    RR Donnelley Chicago, United States

    Job Description · Job DescriptionCompany Description · RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry's most trusted portfolio of creative ex ...

  • 5 Legal

    Finance Associate

    5 days ago

    5 Legal Chicago, United States

    Job Description · Job DescriptionTop 100 AmLaw firm seeks an associate to join its Finance Practice Group in their Chicago office. · Qualified candidates must have 3-5 years of solid and meaningful experience in the areas of acquisition financing, agented syndicated secured finan ...

  • Marina Sirras & Associates LLC

    Finance Associate

    1 week ago

    Marina Sirras & Associates LLC Chicago, United States

    Mid-level Leveraged Finance Attorney - Chicago · Our client is a major international firm, seeking a mid-level finance attorney for its New York or Chicago offices. This position will compensate starting at $235,000+, and may vary depending on different factors. · Qualifications ...

  • RR Donnelley & Sons

    Associate - Finance

    3 weeks ago

    RR Donnelley & Sons Chicago, United States Regular, Full time

    Company Description · RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry's most trusted portfolio of creative execution and world-wide business p ...

  • RealREPP LLC

    Associate Finance Structured Finance

    4 days ago

    RealREPP LLC Chicago, United States

    RealREPP, a full-service, nationally recognized recruiting firm is currently teaming with a Global Law firm. The firm has internationally recognized practices in a wide spectrum of transactional, litigation, corporate and regulatory areas. · The Structured Finance Practice is se ...

  • Democratic Party

    Finance Convention Associate

    1 week ago

    Democratic Party Chicago, United States

    The Finance Convention Associate will assist with the DNC and Biden Campaign's major donor Convention efforts. This includes working closely with the Deputy Finance Director for Convention on the Convention fundraising efforts, tracking the allocation of Convention assets, and as ...

  • McCormack Schreiber Legal Search

    Finance Associate Attorney

    1 week ago

    McCormack Schreiber Legal Search Chicago, United States

    About the Position: · Our client, an Am Law 200 firm headquartered in Chicago, is actively seeking a commercial finance associate to join its nationally recognized practice. This middle-market focused group represents clients ranging from emerging enterprises to private equity–ba ...

  • Careers

    Finance And Operations Associate

    1 week ago

    Careers Chicago, United States

    Do you have experience in supporting the financials of a nonprofit?We are currently in search of a Finance & Operations Associate for an Education Foundation. This position is based in Chicago- The Loop. This is a Full-Time, Hybrid, Temporary to Permanent opportunity.ORGANIZATION ...

  • 5 Legal

    Corporate Finance Associate

    1 week ago

    5 Legal Chicago, United States

    Job Description · Job Description · A leading international law firm and top 100 Am Law firm seeks two associates to join their Corporate Finance Practice Area in their Chicago, New York, Atlanta, Miami, or Dallas offices. · Qualified applicants must have 2-5 years of corporat ...

  • Careers

    Finance And Operations Associate

    2 days ago

    Careers Chicago, United States

    Do you have experience in supporting the financials of a nonprofit? · We are currently in search of a Finance & Operations Associate for an Education Foundation. This position is based in Chicago- The Loop. This is a Full-Time, Hybrid, Temporary to Permanent opportunity. · ORGA ...