Spring 2025 Associate, Finance

Our Associate program is a paid opportunity that allows participants to contribute to the organization’s success while at the same time applying learnings from the classroom. This semester we will continue with a hybrid program and will offer each participant the opportunity to gain in-office experience for approximately 3-days a week. Associates are responsible for their individual transportation and housing needs. 

Associate Expectations:

All Associates are expected to work 24-29.9 hours a week during the session. While each Associate will be working with a specific division, they will have the opportunity to learn about other areas within Excel, through lunch and learns held throughout the semester. 

Important Dates:  

Our Spring Program runs from mid January 2025 through Friday, May 16th, 2025 

Office Hours:  

• 9:00 am‐6:00 PM ET, Monday-Friday OR as agreed upon with advisor.  Days in office must be coordinated with Advisor’s schedules. 

Our Associates must: 

• Be available to work under 30 hours per week. 
• Be available to report to the New York office approximately 3-days a week. 
• Have a senior standing in college (must have completed your junior year of undergrad) 

OR 

• Be enrolled in a graduate school 

OR 

• Have a bachelor’s or postgraduate degree, preferably in accounting or finance.

Interview Process:  

• Applications will close on December 6th, 2024
• If selected, the expectation is that offers will be extended mid-end of December.
• The program will begin mid-January 2025.

Finance Associate Expectations: 

• Process new contracts, prepare invoices, and assist with vendor forms to ensure prompt and accurate payments to clients and the company.
• Assist the finance team with gathering and organizing documentation, preparing schedules, and responding to external inquiries to support audit and compliance activities.
• Maintain accurate financial databases, support year-end closing activities, reconcile records, and prepare financial reports to ensure compliance and data accuracy.
• Apply and record incoming and outgoing payments using web-based accounting platforms and ensure all transactions are accurately documented.
• Onboard new clients, employees, and vendors to ensure seamless integration into our ERP and payment systems.
• Manage specific Accounts Receivable reports, monitor aged collections, send internal reminders, and follow up individually as needed to facilitate timely resolutions. 

Finance Associate Knowledge, Skills & Abilities: 

• Advanced Microsoft Excel skills, strong working knowledge of other Microsoft Office Programs;
• High attention to detail and ability to manage multiple projects and priorities;
• Able to build relationships, genuine connections and trust both internally and externally;
• Excellent communication skills;
• Exceptional time-management skills, able to execute tasks and responsibilities in an ever-changing environment;
• Able to operate with discretion and confidentiality;
• Flexible and reliable team player internally and externally;
• Able to think creatively and innovatively.

The pay for this position is: $16.50 per hour. Please note that the foregoing compensation information is a good-faith assessment associated with this position only and is provided pursuant to the California and New York City Salary Transparency Law.