PSD · 1 week ago
Finance Associate
United States
Full-time
Remote
Entry Level
$60K/yr - $70K/yr
1+ years expPerformance Systems Development (PSD) is a national leader in building science and energy efficiency. They are seeking a Finance Associate to manage day-to-day accounting and accounts receivable operations while driving insight and efficiency through data analysis and process improvements.
EnergyInformation TechnologyRenewable EnergySoftware
Responsibilities
Prepare and deliver accurate, complete, and timely monthly financial reporting for internal stakeholders
Analyze financial data to identify trends, discrepancies, or opportunities for improvement
Build and refine Excel-based reports, templates, and dashboards to support leadership decision-making
Support deeper department-wide data needs by collecting, cleaning, organizing, and interpreting financial and operational data
Prepare and issue accurate and timely customer invoices, coordinating with colleagues to ensure completeness
Track invoice status, follow up on outstanding items, and resolve discrepancies with clients or internal partners
Enter, review, and reconcile bank deposits and transfers to maintain alignment with accounting records
Assist with collection efforts in a professional and customer-centered manner
Actively use QuickBooks Online and related tools to streamline accounting workflows
Recommend new methods, tools, or automations to increase accuracy and efficiency
Help test and implement enhancements to financial systems, reporting formats, and data processes
Prepare supporting schedules, records, and reports for internal and external audits
Qualification
Required
Associate's degree in Accounting, Finance, or a related field, or equivalent work experience
1–2 years of experience in accounting or other data-intensive operations, with comfort collecting, cleaning, uploading, and interpreting data
Demonstrated proficiency using accounting systems (QuickBooks Online strongly preferred)
Advanced computer skills, including a strong working knowledge of Microsoft Excel (functions, formulas, pivot tables, etc.)
Curiosity and enthusiasm for learning new technologies, adapting to updates, and improving processes through automation or system enhancements
Strong attention to detail, organization, and accuracy
A collaborative spirit and desire to contribute to a Finance team that prioritizes accuracy, transparency, and continuous improvement
Benefits
Health Insurance
401K savings plan
Life Insurance
Long-Term Disability Insurance
Flexible Spending Accounts
Paid Holidays
Unlimited Sick Leave
Paid Benefit Time program
Company
PSD
PSD is an energy efficiency services and technology company.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$1.15MKey Investors
US Department of Energy
2024-08-26Grant· $1.15M
Leadership Team
Kathleen Greely
Chief Executive Officer
Greg Thomas
Chief Strategy and Technology Officer
Company data provided by crunchbase