Overview Brandon Clark with the Connexa Search Group is recruiting for a new exciting Financial Associate role in the Upstate. This role supports a growing finance and accounting function within a privately held organization. The position focuses on financial operations, documentation, and transactional support across customer accounts and internal processes. The ideal candidate is detail-oriented, organized, and comfortable working across multiple financial workflows in a dynamic environment. This role partners closely with accounting and finance leadership and supports recurring financial activity, reporting, and administrative coordination. Core Responsibilities Support day-to-day financial operations related to customer accounts, contracts, and financial documentation Assist with preparing and organizing financial agreements, account records, and supporting materials Track account activity and maintain accurate records for balances, payments, and correspondence Generate routine statements, summaries, and internal reports on a recurring basis Assist with month-end processes, including reconciliations and documentation support Coordinate financial communications and confirmations related to account activity Maintain structured digital filing systems to ensure compliance, accuracy, and audit readiness Provide administrative and operational support to accounting and finance teams as needed Qualifications Strong attention to detail with the ability to manage multiple tasks simultaneously Solid organizational and documentation skills Proficiency with Microsoft Excel and general office tools Experience with accounting or financial systems preferred Strong written and verbal communication skills Ability to work independently while collaborating effectively with a broader team Connexa does not advertise all of their positions publicly on LinkedIn. Please follow the Connexa LinkedIn page for updates about opportunities. https://www.linkedin.com/company/the-connexa-group Please feel free to reach out to Brandon with a direct message. #J-18808-Ljbffr
Finance Associate • Wausau, WI, United States
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