LoanBud · 1 month ago
Administrative Financial Assistant
New York, NY
Full-time
Onsite
Entry, Mid Level
$50K/yr - $65K/yr
2+ years expLoanBud is a rapidly expanding fintech focused on supporting small businesses through innovative financing solutions. They are seeking an Administrative Financial Assistant to assist with accounts receivable, accounts payable, commission management, partner onboarding, and general administrative tasks that support their Finance, Partnerships, and Executive teams.
Financial ServicesInformation Technology
Responsibilities
Generate and send invoices; maintain AR aging; post receipts and reconcile deposits; coordinate reminders and escalate past-due items; maintain customer billing records and supporting documentation
Enter/code vendor bills; manage approvals; schedule payments; reconcile credit cards and expense reports; maintain vendor files (W-9s, profiles) and 1099 support
Maintain deal logs and commission matrices; prepare monthly commission statements; validate inputs against lender/partner reports; track payouts and resolve discrepancies
Collect and file partner agreements and payment details; set up partners in CRM/finance systems; provision access to portals; schedule kickoffs; share enablement materials; maintain partner roster and payout settings
Assist with calendar/travel coordination; prepare agendas, notes, and follow-ups; organize digital files (Drive/Notion); maintain SOP checklists and recurring task cadences; support office operations (vendors, supplies, mail/shipments)
Assist with month-end close checklists, reconciliations, and tie-outs (banks, AR/AP, commissions); uphold documentation standards, approval limits, and confidentiality/InfoSec procedures
Qualification
Required
2–5 years of experience in bookkeeping/finance admin or operations support (startup or financial-services experience a plus)
Proficiency with QuickBooks Online (Advanced preferred) and bill-pay/expense tools (Bill.com, Ramp, or similar)
Strong spreadsheet skills (lookups, pivot tables) and comfort working with statements and PDFs
Clear written and verbal communication; highly organized, detail-oriented, and deadline-driven
Discretion handling sensitive financial and personal data
Preferred
Payroll/benefits exposure (Gusto/ADP)
CRM familiarity (HubSpot/Salesforce)
Experience with commissions or revenue-share payouts
SBA, lending, mortgage, or brokerage exposure
Benefits
401(k)
401(k) matching
Dental insurance
Paid time off
Vision insurance
Comprehensive health, dental, and vision insurance.
Generous paid time off to support work-life balance.
Competitive 401(k) plan with company matching.
Company
LoanBud
LoanBud simplifies SBA lending so entrepreneurs can easily access capital to grow, start, or acquire a business.
11-50 employees
Funding
Current Stage
Early StageRecent News
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