Financial Analyst

Excess Line Association of New York; New York (NY); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Excess Line Association of New York is seeking a detail-oriented Financial Analyst to support the CFO with accounting, payroll, budgeting, and financial reporting. You will ensure accurate processing, reporting, and operational support to maintain the organization's financial health.

The role involves month-end/year-end close, regulatory filings, and cross-functional payroll support, working in a hybrid onsite environment in New York.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field preferred.
• Minimum of two years of financial analysis or accounting experience; nonprofit/association experience preferred.
• Strong proficiency in Microsoft Office Suite / Excel; 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.

Responsibilities

• Handle accounting, payroll, budgeting, and financial reporting tasks.
• Process invoices and prepare vendor payments; track expense allocations.
• Perform reconciliations for bank, investment, and AmEx accounts.
• Process AR and assist collections; support month-end/year-end close and regulatory filings (1099s, Form 990).
• Support annual audit activities and budgeting/planning with forecasts.
• Cross-functional payroll and benefits support, including payroll report review and PTO tracking.
• Maintain payroll records in ADP and assist with benefit reimbursements.
• Assist with special projects and other duties as assigned.

Skills

Excel

Data analysis

Modeling

GAAP understanding

Written and verbal communication

Time management

Confidentiality

Analytical thinking

Education

Bachelor's degree in Finance, Accounting, Economics

Tools

QuickBooks

ADP

Power BI

Excel (Microsoft Office)

Job description

Job Title: Financial Analyst

Location: New York, NY (Onsite | Hybrid)

Category: Exempt

Overview

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.

Key Responsibilities

Accounting, Financial Operations Administration & HR Support

• Invoice processing & 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 & reports.
• Assist and support preparation of regulatory filings such as 1099s and Form 990.
• Support annual audit activities.
• Support budgeting & planning with forecasting of revenue, expenses, and cash flow.
• Payroll, Benefits & Cross-Functional Support
• 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.
• Ad hoc: perform special projects and other duties as assigned.

Required Skills & Qualifications

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