Finance Associate

Title: Finance Associate Location: Remote

Summary

The Finance Associate supports the day-to-day financial operations of the Center of Excellence (COE), including accounts receivable, accounts payable, invoicing, and reconciliations. This role requires strong attention to detail, organizational skills, and the ability to manage multiple tasks efficiently. The Finance Specialist plays a vital role in ensuring accuracy in financial processes, contributing to the successful execution of the COE’s financial operations.

Accounts Receivable & Payable

• 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.

Financial Data Entry & Reconciliation

• 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.

Financial Reporting & Analysis Support

• Compiles and maintains financial data from multiple sources to assist in budgeting, forecasting, and reporting.
• Supports financial audits and reconciliations.

Process Improvement & Compliance

• Works with the Associate Director, Finance to identify efficiencies in financial workflows, automate processes, and ensure compliance with internal financial policies.

Team Collaboration & Administrative Support

• 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.

Required

• 2 years of experience in an accounting, finance, or billing role.
• Associate’s degree in Accounting, Finance, or a related field preferred, or equivalent experience.
• 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.

Core Competencies

• Financial Data Accuracy
• Technical Proficiency in Financial Systems and Microsoft Excel
• Business Acumen
• Organizational and Time Management Skills
• Client Service Excellence
• Professional Communication
• Problem Solving and Critical Thinking
• Process Improvement Mindset
• Accountability and Attention to Detail
• Collaboration and Teamwork

Compensation: Salary range: $60,000 – $65,000 per year

Benefits: Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model: This role is Remote

About Alera Group

Alera Group was founded in 2017 and has grown to become the 12th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service..

Why Alera Group

• Make an Impact: Your work supports businesses and individuals in protecting what matters most.

• Grow With Us: We invest in development, mentorship, and long-term career growth.

• The Collaborative Way: We believe in accountability, teamwork, and shared success across all offices and lines of business.

• National Strength. Local Heart: Scale, resources, and expertise — with relationships that feel personal.

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to:

• Role-specific learning paths

• Leadership development programs

• Technical and compliance training

• Industry certifications and continuing education support

• Peer learning and knowledge-sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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Requires 2 years in accounting, finance, or billing; proficiency with QuickBooks Online, Zoho Books, Microsoft Excel, and financial systems; an associate degree in accounting or finance is preferred.

Key Responsibilities

• processing invoices
• reconciling transactions
• supporting reporting

Skills & Tools

QuickBooks Online, Zoho Books, Microsoft Office, Microsoft Excel

Job Details

• Category: Finance and Accounting
• Seniority: Entry Level
• Commitment: Full Time
• Workplace: Remote — United States
• Salary: USD 60,000 – 65,000 / year
• Languages: English

Benefits

• 401k matching
• Generous paid time off
• Retirement plan

About Alera Group

An insurance brokerage providing employee benefits, property and casualty insurance, and financial services. — Industry: Finance