Financial Analyst at Excess Line Assoc Of NY | NY, US | Rezi

Financial Analyst at Excess Line Assoc Of NY

Financial Analyst

Excess Line Assoc Of NY · NY, US

1 months ago

Financial Analyst

Excess Line Assoc Of NY · NY, US

2 months ago
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About the Role

We are seeking a detail-oriented Financial Analyst to support the Chief Financial Officer across accounting, payroll, budgeting, and financial reporting functions. This role is a key contributor to the team and plays an important part in maintaining the organization’s financial health through accurate processing, reporting, and operational support.

Responsibilities

  • Invoice processing and preparation of vendor payments.
  • Identify and track expense allocations.
  • Perform account reconciliations, including bank, investment, and American Express accounts.
  • Process accounts receivable and support collections activities.
  • Assist with month-end and year-end close processes and reports.
  • Assist and support preparation of regulatory filings such as 1099s and Form 990.
  • Support annual audit activities.
  • Support budgeting and planning with forecasting of revenue, expenses, and cash flow.
  • Assist with reviewing biweekly payroll reports for accuracy and reconciliation.
  • Track PTO usage and maintain payroll-related records in ADP.
  • Assist with commuter, insurance, and benefit reimbursement tracking.
  • Cross-train with HR on payroll and benefits processes as needed.
  • Perform special projects and other duties as assigned.

Requirements

  • Minimum of two years of financial analysis or accounting experience.
  • Nonprofit or association experience preferred.
  • Strong proficiency in Microsoft Office Suite / Excel.
  • Strong data analysis and modeling skills.
  • Understanding of GAAP.
  • Experience with accounting and payroll systems such as QuickBooks, ADP, or Power BI preferred.
  • High level of accuracy, attention to detail, and analytical thinking.
  • Excellent written and verbal communication skills.
  • Ability to manage multiple priorities independently and collaboratively.
  • Demonstrated professionalism and ability to handle confidential information.

Skills

  • Microsoft Office Suite
  • Excel
  • Data analysis
  • Modeling
  • GAAP
  • QuickBooks
  • ADP
  • Power BI
  • Analytical thinking
  • Written communication
  • Verbal communication

Location

  • New York, NY

Work Type

  • Onsite
  • Hybrid

Experience Level

  • Minimum of two years of financial analysis or accounting experience

Education Level

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field preferred