Finance Associate, Corporate Finance — AP/AR & AI Initiatives

Daley And Associates, LLC; Boston (MA); On-site; USD 70,000 - 75,000; Full time

Benefits offered by this job

Bonus

Job summary

Daley And Associates, LLC seeks a Finance Associate to join its Corporate Finance team in Boston. The role supports AP and AR functions, with exposure to GL accounting, reporting, treasury, and other corporate finance duties.

Responsibilities include processing supplier invoices, preparing wires, handling expense reports, and assisting with quarter-end close. Requires a Bachelor's in Accounting/Finance and 0–2 years of related experience.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• 0–2 years of related experience or coursework.
• Intermediate to advanced Excel skills (formulas, lookups, pivots).
• Strong written and verbal communication skills.

Responsibilities

• Process supplier invoices from receipt to payment.
• Review invoice coding, approvals and payment details.
• Prepare and record wires and other supplier payments.
• Process employee expense reports and card transactions.
• Research and resolve invoice and payment inquiries.
• Coordinate processing and audit activities with external providers.
• Support period-end AP cutoff and reconciliations.
• Prepare management fee and expense reimbursement invoices.
• Record revenue and reimbursements for internal units.
• Monitor AR aging and reconciliations to the GL.
• Support collections and external reporting.
• Monitor billing policy and contractual compliance.
• Maintain AR records and reconciliations to GL.
• Work with Finance, Legal, Tax and Compliance teams.
• Use Workday Financials and Excel for reconciliations and reporting.
• Support process improvements, automation and AI initiatives.
• Assist with quarter-end close, treasury and ad hoc projects.

Skills

Strong communication

Attention to detail

Team collaboration

Education

Bachelor's degree in Accounting or Finance

Tools

Excel

Workday Financials

SQL

Python

AI tools

Job description

Daley And Associates, LLC seeks a Finance Associate to join its Corporate Finance team in Boston. The role supports AP and AR functions, with exposure to GL accounting, reporting, treasury, and other corporate finance duties.

Responsibilities include processing supplier invoices, preparing wires, handling expense reports, and assisting with quarter-end close. Requires a Bachelor's in Accounting/Finance and 0–2 years of related experience.