Note: The job is a remote job and is open to candidates in USA. Alera Group is a business brokerage and financial services company serving clients across Employee Benefits, Property and Casualty Insurance, and Financial Services. The Finance Associate supports the day-to-day financial operations of the Center of Excellence, including accounts receivable, accounts payable, invoicing, reconciliations, reporting support, collections, and process improvement.
Responsibilities
- Prepares and processes invoices, payments, receipts, and reports, ensuring timeliness and accuracy
- Gathers, tracks, and maintains billing data to ensure clients are billed correctly and at accurate rates
- Prepares and sends monthly and ad-hoc client invoices
- Manages the collections process by tracking past-due accounts and conducting client outreach to ensure prompt payment and resolve outstanding balances
- Inputs and records financial transactions, and processes online bank deposits
- Audits and reconciles vendor invoices to ensure timely and accurate payments
- Addresses and resolves client inquiries related to billing
- Compiles and maintains financial data from multiple sources to assist in budgeting, forecasting, and reporting
- Supports financial audits and reconciliations
- Works with the Associate Director, Finance to identify efficiencies in financial workflows, automate processes, and ensure compliance with internal financial policies
- Contributes to finance team initiatives by performing data entry, data gathering, and administrative duties
- Assists with special finance projects, financial document preparation, and reporting needs
- Provides general support for the finance team’s day-to-day functions
Skills
- 2 years of experience in an accounting, finance, or billing role
- Proficiency in financial software such as QuickBooks Online, Zoho Books, or similar platforms
- Strong Microsoft Office skills, particularly Excel, including pivot tables, VLOOKUP, and data analysis functions
- Ability to navigate various software platforms, quickly learn new systems, and manage multiple financial tasks, ensuring accuracy and meeting deadlines in a fast-paced environment
- Strong problem-solving and communication skills to assist with client inquiries and day-to-day financial operations
- Associate's degree in Accounting, Finance, or a related field preferred, or equivalent experience
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- Life coverage
- Disability coverage
- 401(k)
- Generous PTO
- Remote work model
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
- Mentorship and long-term career growth
Company Overview