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Marshall+Sterling · 3 months ago

Senior Financial Services Specialist

Poughkeepsie, NY

Full-time

Onsite

Mid, Senior Level

$58K/yr - $62K/yr

Marshall+Sterling is a 100% employee-owned company focused on empowering clients to manage risk effectively. The Senior Financial Services Specialist will provide administrative and financial support, manage daily accounting tasks, and assist with month-end and year-end processes to ensure accurate financial records.

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

AI tools proficiencyImageRight experienceMicrosoft Office proficiencyVertafore experienceInterpersonal skillsVerbal communicationWritten communicationOrganizational skillsAttention to detail

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!

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

Poughkeepsie, New York, USA

501-1000 employees

https://www.marshallsterling.com/

Funding

Current Stage

Late Stage

Leadership Team

Eric Diamond

President & CEO

Frank Smith, CPA, VP

Chief Financial Officer

Recent News

Seattle TechFlash

Marshall & Sterling promotes leader, consolidates Capital Region offices

2025-05-08

Company data provided by crunchbase