Remote Finance Associate: Expense & AP Ops

Pathstone; Atlanta (GA); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical, vision, dental coverage

Flexible PTO

401(k) plan

Parental leave

Education support

Job summary

Pathstone is a growing wealth management firm seeking a Finance Associate to manage day-to-day expense reporting, Concur administration, and AP support. The role involves training, process improvement, and collaboration with the Controller’s Accounting Team.

Some in-office duties are required, with flexible remote work options. The position emphasizes accuracy, confidentiality, and proactive problem-solving in a remote-friendly environment.

Qualifications

• Bachelor’s degree in accounting, finance, business or related field.
• 3 – 5 years of experience in expense management, Accounts Payable, accounting operations, or a related Finance role.
• Experience with SAP Concur Expense is strongly preferred; experience with BILL payables software is a plus.
• Experience processing team member expense reports and Accounts Payable transactions.
• Strong Microsoft Office skills, especially Excel.
• Ability to work independently in a remote environment while collaborating effectively with the broader team.
• Familiarity with AI-powered productivity tools to enhance efficiency, collaboration, and work quality is strongly preferred.

Responsibilities

• Review and process team member expense reports in Concur, ensuring reports are complete, properly documented, and consistent with company policies; follow up with team members and elevate exceptions as appropriate.
• Manage the Concur user database, including team member set-up and maintenance, and serve as a primary point of contact for team member questions, troubleshooting, and system support.
• Provide Concur training to new team members and maintain training materials, procedures, and other resources supporting the expense reporting process.
• Take ownership of the day-to-day expense management process under the oversight of the Manager, ensuring issues are resolved or appropriately escalated and identifying opportunities to improve efficiency and internal controls.
• Perform required in-office Finance duties, including processing batch client check deposits and preparing and mailing state tax checks.
• Serve as a backup for Accounts Payable functions, including invoice processing, vendor payments, and other AP responsibilities as needed.
• Assist with additional Finance activities, including quarterly shareholder distributions, year-end Form 1099 processing, and ad hoc reporting and analysis.
• Assist with the administration of the firm’s American Express corporate card program, serving as backup for ordering and cancelling cards, maintaining cardholder accounts, and processing payment of the corporate card statement when needed.

Skills

Expense management

Accounts Payable

Accounting operations

Expense reports

AP transactions

Remote work

AI productivity tools

Education

Bachelor’s degree in accounting, finance, business

Tools

SAP Concur

Bill payables software

Excel

American Express card administration

Job description

Pathstone is a growing wealth management firm seeking a Finance Associate to manage day-to-day expense reporting, Concur administration, and AP support. The role involves training, process improvement, and collaboration with the Controller’s Accounting Team.

Some in-office duties are required, with flexible remote work options. The position emphasizes accuracy, confidentiality, and proactive problem-solving in a remote-friendly environment.