ROK Financial · 3 months ago
Accounting Associate
Great River, NY
Full-time
Onsite
New Grad, Entry Level
$60K/yr - $70K/yrROK Financial, a top ten commercial loan brokerage in Great River, New York, is hiring for an Accounting Associate. This role involves maintaining financial records, participating in the monthly and annual close process, and assisting the Controller in overseeing the accounting department while providing support to the accounting staff.
AdviceCommercial LendingFinancial ServicesLending
Responsibilities
Maintains the general ledger through the regular processing of bank feeds in QuickBooks Online
Verifies deposits and updates accounting and CRM software for multiple entities
Assists Controller with payroll preparation and processing
Reconciles cash disbursement and customer accounts, including monitoring and updating of customer balances within our CRM
Processes and monitors accounts receivable, including processing credit card payments through a payment platform and updating all related reporting
Processes ACH and wire transactions through online banking portal
Performs other related duties as assigned
Qualification
Required
Proactive and self-motivated with the ability to work independently
Strong multitasking skills, capable of managing multiple priorities effectively
Highly organized with exceptional attention to detail
Solid understanding of general financial accounting principles
Experience in QuickBooks (Online or Desktop) or similar accounting software
Advanced Excel skills; experience with Google Sheets is a plus
Bachelor's degree in Accounting or equivalent experience in accounting or business administration
Preferred
Proven experience in corporate accounting or a similar role is preferred; experience in a fast-paced or multi-entity environment is a plus
Ability to analyze financial data, identify trends, and generate actionable insights
Excellent verbal and written communication abilities allowing for impactful interactions with internal teams, leadership, and external stakeholders. Ability to present financial data clearly and concisely
Strong understanding of internal control processes to safeguard assets, ensure financial accuracy, and support audit compliance. Experience with process improvement is a plus
Benefits
401(k)
Dental insurance
Flexible schedule
Health insurance
Paid time off
Referral program
Vision insurance
Work from home
Company
ROK Financial
ROK Financial offers business loans and commercial lending solutions.
Founded in 2020
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Patrick Manning
Chief Executive Officer
Ainsworth M.
RokFinancial Affiliate Partner
Recent News
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