[Remote] Finance Associate

Note: The job is a remote job and is open to candidates in USA. Performance 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.

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

Skills

• 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 Overview