Finance Associate — Remote with Concur & AP Support

Pathstone; Englewood (NJ); Hybrid; USD 70,000 - 80,000; Full time

Job summary

Pathstone is seeking a Finance Associate to manage the day-to-day expense reporting process, Concur administration, training, and AP backup. The role supports the Controller’s Accounting Team and offers remote flexibility with on-site work when needed.

Ideal candidates have 3–5 years in expense management or AP, strong Excel skills, and a willingness to learn. Compensation ranges from $70,000 to $80,000 with potential discretionary bonus.

Qualifications

• Requires a bachelor’s degree in accounting, finance, business or related field.
• 3–5 years of experience in expense management, Accounts Payable, or related finance role.
• Experience with SAP Concur Expense is strongly preferred; BILL payables software is a plus.
• Experience processing team member expense reports and AP transactions.
• Strong MS Office skills, especially Excel.
• Able to work independently in a remote environment while collaborating with the team.
• Familiarity with AI-powered productivity tools is strongly preferred.

Responsibilities

• Review and process team member expense reports in Concur, ensuring reports are complete, properly documented, and policy compliant.
• Manage the Concur user database, including setup and maintenance; serve as primary contact for questions and system support.
• Provide Concur training to new team members and maintain training materials and procedures.
• Own day-to-day expense management processes under Manager oversight; identify efficiency and control improvements.
• Perform in-office finance duties, including batch client check deposits and state tax checks mailing.
• Backup Accounts Payable functions, including invoice processing and vendor payments as needed.
• Assist with quarterly shareholder distributions, year-end Form 1099 processing, and ad hoc reporting.
• Administer the firm's American Express corporate card program; backup for ordering/cancelling cards and processing statements.

Skills

Expense management

Accounts Payable

Microsoft Excel

Remote work

AI productivity tools

Attention to detail

Communication

Problem solving

Education

Bachelor's degree in accounting/finance/business

Tools

SAP Concur Expense

BILL payables software

Job description

Pathstone is seeking a Finance Associate to manage the day-to-day expense reporting process, Concur administration, training, and AP backup. The role supports the Controller’s Accounting Team and offers remote flexibility with on-site work when needed.

Ideal candidates have 3–5 years in expense management or AP, strong Excel skills, and a willingness to learn. Compensation ranges from $70,000 to $80,000 with potential discretionary bonus.