Compliance & Data Analytics Assistant (On-Site, Travel)

Workforce Beacon Solutions; Village of Williamsville (NY); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Health insurance

Life insurance

Paid time off

Referral program

Job summary

Workforce Beacon Solutions is seeking a Compliance Assistant to support the Compliance and Accounting teams in Williamsville, NY. You will assist with file audits, data entry, and vendor tracking while ensuring regulatory alignment and accurate invoicing.

The role requires strong Excel skills, attention to detail, and the ability to travel up to 50% to portfolio properties. In-person work location and growth opportunities are available.

Qualifications

• Associate degree in related field preferred.
• Ability to Travel up to 50% of the time to properties within the portfolio.
• Advanced Excel experience required (PivotTables) with examples such as PivotCharts, Power Query, Power Pivot, and Data Modeling.
• 3+ years in an office environment.
• Strong attention to detail and organizational skills.

Responsibilities

• Perform Resident File Audits: Confirm that all forms are present, correct, and documents are in proper order.
• Travel to property locations under direction from Compliance Officer for file audits.
• Audit collection of monthly Emerald Reserve SOX Security Deposit reconciliations.
• Audit collection of monthly Emerald Reserve SOX Rent Roll reconciliations.
• Ensure Emerald Reserve properties use correct lease documents & addendums based on state regulations.
• Audit Emerald Reserve logo and branding to ensure properties are in compliance.
• Review, sort, and match invoices.
• Review, research, and confirm invoicing accuracy with appropriate employees.
• Determine appropriate AP accounting month for Emerald Reserve; approve, stamp, & code invoices.
• Ensure invoices are forwarded to the Accounting Team for payment.
• Process month-end payable approvals under guidance from Controller.
• Maintain company spreadsheet of approved Emerald Reserve vendors, including monitoring insurance certificates' terms and expirations.
• Assess monthly Work Order property usage.
• Assist in special projects as requested by the Compliance Officer.

Skills

Advanced Excel

Data analysis

Organization

Communication

Education

Associate degree in related field

Tools

MS Office Suite

Job description

Workforce Beacon Solutions is seeking a Compliance Assistant to support the Compliance and Accounting teams in Williamsville, NY. You will assist with file audits, data entry, and vendor tracking while ensuring regulatory alignment and accurate invoicing.

The role requires strong Excel skills, attention to detail, and the ability to travel up to 50% to portfolio properties. In-person work location and growth opportunities are available.