Associate, Financial Analyst

Reposted 24 Days Ago
New York, NY, USA
Hybrid
70K-95K Annually
Mid level
Financial Services
The Role
This role involves analyzing financial processes, improving workflows, providing data-driven insights, and supporting financial operations and reporting.
Summary Generated by Built In

Associate, Financial Analyst
OTC Markets Group - New York, NY - Full Time

OTC Markets Group Inc., operator of premier US financial marketplaces, is seeking a detail-oriented Associate, Financial Analyst who brings a strong accounting foundation combined with advanced analytical, technical, and process improvement capabilities. This role will drive data-driven insights, process optimization, and system enhancements across core accounting functions including Accounts Receivable, Accounts Payable, and financial close. The ideal candidate will go beyond transaction processing to analyze workflows, identify inefficiencies, and design scalable solutions that improve accuracy, reduce cycle times, and support strategic decision-making. The successful candidate will thrive in an environment that values transparency, continuous improvement, and purposeful collaboration.
We invest heavily in employee satisfaction and offer all our employees a highly competitive compensation package. As a dynamic, growing company that fosters an open culture, we emphasize autonomy, responsibility, innovation, and self-discipline. We are looking for someone who wants to make an impressive impact at a company known for its reputation on quality and achievement. 
The target base salary for this role is between $70,000 to $95,000, with additional compensation composed of stock options and competitive discretionary annual cash bonus.  Actual salary within that range is dependent upon the individual’s skills, experience and qualifications.

NOTE: We do not offer relocation for this role.
What You’ll Do:
Finance & Accounting Operations

  • Engage in and analyze core accounting processes including AR, AP, and month-end close, ensuring accuracy, completeness, and timeliness
  • Support and evaluate billing, collections, cash application, and vendor payment workflows to identify opportunities for improvement
  • Enhance reconciliations, accrual processes, and financial reporting accuracy
  • Deliver data-driven financial insights and variance analysis to support business decision-making
  • Support the Financial Planning and Analysis process
  • Support strategic initiatives by providing financial modeling and analytical support
  • Assist in preparation of quarterly and annual financial reporting filings
Business Analysis & Process Optimization
  • Assess existing finance processes and redesign workflows to improve efficiency, scalability, and control
  • Lead or support process improvement initiatives (e.g., automation, reduction of manual touchpoints, cycle time compression)
  • Define business requirements and translate them into functional specifications for system enhancements or implementations
  • Develop and maintain process documentation, SOPs, and control frameworks aligned with audit requirements
Data Analytics & Reporting
  • Build and maintain workflows, templates, and standard reports across finance systems and tools
  • Build and maintain financial and operational dashboards
  • Perform trend analysis, KPI tracking, and root-cause analysis across business and financial metrics as well as core processes
  • Automate recurring reporting and data workflows to improve timeliness and reliability
Systems & Technology Enablement
  • Serve as a super-user and subject matter expert for financial systems (ERP, billing platforms, payables tools, closing solution)
  • Partner across the organization and with external consultants to implement and optimize tools (e.g., ERP, automation solutions, reporting platforms, AI tools and agents)
  • Drive adoption of automation and advanced tools to streamline accounting operations
  • Support system integrations, data integrity validation, and testing (UAT) for new functionality
What We’re Looking For:
  • 2+ years of experience in accounting, finance operations, or business analysis
  • Strong foundation in AR, AP, and/or financial close processes
  • Advanced proficiency in Excel (data analysis, modeling, automation)
  • Familiarity with programming languages (e.g., Python), machine learning and LLMs, and predictive analytics techniques, a plus
  • Experience with financial systems (e.g., Sage Intacct, Blackline) preferred
  • Demonstrated ability to analyze processes and drive measurable improvements
  • Experience translating business needs into technical or functional requirements, a plu
  • Strong attention to detail with an ability to manage multiple priorities
What Makes You a Great Fit
  • You think like an operator and an analyst, not just a processor
  • You proactively identify inefficiencies and propose scalable, technology-driven solutions
  • You are comfortable working with data, systems, and cross-functional stakeholders
  • You focus on business outcomes, such as cycle time reduction, accuracy improvement, and cost efficiency
  • You thrive in environments that value continuous improvement, innovation, and accountability

What OTC Markets Offers its Team Members (Why You Should Choose Us):
Benefits:
  • Generous Paid Time Off (PTO)
  • Health, Dental, and Vision Coverage
  • Health Savings Account (HSA)
  • Flexible Spending Accounts (FSA) Dependent & Healthcare
  • Limited Purpose Flexible Spending Account (LPFSA)
  • Generous Paid Parental Leave Program
  • Discretionary Annual bonus and Stock Incentive Program
  • 401(K) Plan - Retirement
  • Commuter Transit & Parking Program
  • Income Protection (Life Insurance, Short- & Long-Term Disability)
  • Voluntary Benefits (Accident, Critical Illness, & Hospital Indemnity)
Perks:
  • Hybrid Work Schedule
  • Class Pass Partnership (Fitness & Wellness Programs)
  • Citi Bike Membership Program
  • Mondays – Breakfast Bagels & Wednesdays – Pizza Lunch
  • Office Snacks and Beverages
  • Monthly birthday celebrations
     


About OTC Markets Group Inc.
OTC Markets Group Inc. (OTCQX: OTCM) operates regulated markets for trading 12,000 U.S. and international securities. Our data-driven disclosure standards form the foundation of our public markets: OTCQX® Best Market, OTCQB® Venture Market, OTCID™ Basic Market and Pink Limited™ Market. Our OTC Link® Alternative Trading Systems (ATSs) provide critical market infrastructure that broker-dealers rely on to facilitate trading. Our innovative model offers companies more efficient access to the U.S. financial markets.
OTC Link ATS, OTC Link ECN, OTC Link NQB, and MOON ATS™ are each SEC regulated ATS, operated by OTC Link LLC, a FINRA and SEC registered broker-dealer, member SIPC.
To learn more about how we create better informed and more efficient markets, visit www.otcmarkets.com.
We are an equal opportunity and E-Verify employer and prohibit discrimination and harassment of any kind. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, creed, color, religion, gender, national origin, age, marital status, political belief, physical or mental disability, sexual orientation, military or veteran status, genetic information, family or parental status, gender identity, pregnancy, including childbirth or related medical condition, or any other characteristic protected by federal, state, or local law. We encourage applicants of all ages and backgrounds.
Applicants have rights under Federal Law:
Equal Employment Opportunity is the Law
Polygraph Protection Act
FMLA

Skills Required

  • 2+ years of experience in accounting, finance operations, or business analysis
  • Strong foundation in AR, AP, and/or financial close processes
  • Advanced proficiency in Excel (data analysis, modeling, automation)
  • Familiarity with programming languages (e.g., Python), machine learning and LLMs, and predictive analytics techniques
  • Experience with financial systems (e.g., Sage Intacct, Blackline)
  • Demonstrated ability to analyze processes and drive measurable improvements
  • Experience translating business needs into technical or functional requirements
  • Strong attention to detail with an ability to manage multiple priorities
Am I A Good Fit?
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The Company
HQ: New York, NY
135 Employees
Year Founded: 1997

What We Do

OTC Markets Group Inc. (OTCQX: OTCM) operates regulated markets for trading 12,000 U.S. and international securities. Our data-driven disclosure standards form the foundation of our three public markets: OTCQX® Best Market, OTCQB® Venture Market and Pink® Open Market. Our OTC Link® Alternative Trading Systems (ATSs) provide critical market infrastructure that broker-dealers rely on to facilitate trading. Our innovative model offers companies more efficient access to the U.S. financial markets. OTC Link ATS, OTC Link ECN and OTC Link NQB are each an SEC regulated ATS, operated by OTC Link LLC, a FINRA and SEC registered broker-dealer, member SIPC. To learn more about how we create better informed and more efficient markets, visit www.otcmarkets.com.

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