Marshall+Sterling · 3 months ago
Senior Financial Services Specialist
Poughkeepsie Corporate Office
Full-time
Onsite
Mid, Senior Level
$58K/yr - $62K/yrMarshall+Sterling is a 100% employee-owned company focused on empowering clients to manage risk and create a safer future. The Senior Financial Services Specialist will provide administrative and financial support, manage daily accounting tasks, and assist with month-end and year-end processes while collaborating with a supportive team.
Financial ServicesInsurance
Responsibilities
Manage daily accounting and financial processes (payments, deposits, reconciliations)
Record and track commissions
Prepare and distribute financial reports
Handle billing and invoicing, including resolving errors and coordinating collections
Support month-end and year-end processes (reconciliations, accruals, reporting)
Assist with audits and compliance requirements
Maintain accurate financial records and documentation
Provide support to colleagues and contribute to projects as needed
Build and maintain positive working relationships across the team
Qualification
Required
High school diploma or equivalent required
Proficiency in AI tools and experience using systems such as ImageRight, Outlook, and other related platforms to enhance efficiency and streamline processes
Proficiency in Microsoft Office; experience with Vertafore is a plus
Strong interpersonal skills with the ability to work effectively with colleagues
Excellent verbal and written communication skills
Highly organized with strong attention to detail
Preferred
College degree preferred
Benefits
Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!
Employee Stock Ownership Program
Company
Marshall+Sterling
Marshall+Sterling helps you protect what you’ve built, and what comes next—through a legacy of expertise, personalized risk solutions, and a dedicated team—securing you with the confidence to succeed.
Founded in 1864
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Eric Diamond
President & CEO
Frank Smith, CPA, VP
Chief Financial Officer
Recent News
2025-05-08
Company data provided by crunchbase