Finance Associate
Company: Roosevelt Institute
Location: New York City
Posted on: June 29, 2025
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Job Description:
What You’ll Do: The Finance Associate reports directly to the
Senior Finance Manager and works closely with the finance and
operation teams to support the daily payable activities of the
Roosevelt Institute, its (c)(4) partner organization, and the
Franklin D. Roosevelt Library program at the Institute. This is a
non-management/individual contributor, unionized, team role.
Essential Functions and Responsibilities Accounts Payable: Review
and process all invoices and employee expenses in SAP Concur and
verify correct account, cost center, and supporting documentation.
Follow up with invoice submitter for missing documentation and
revisions to invoices and expense reports as needed Ensure SAP
Concur items, including cost centers, accounts, approvers, and
credit card permissions for travel are accurate and up to date
Complete monthly credit card reconciliation and verify correct
account, cost center, and supporting documentation. Follow up with
credit card holders for missing documentation, expense
classification, and tax refunds Record all invoices, expenses, and
credit card activities in the accounting system Ensure that all
required approvals are received for all transactions Submit
semi-monthly AP batches for signatory review and payment Complete
semi-monthly AP cash disbursements and communicate with controller
for monthly bank reconciliations Assist with monthly and annual
closing ensuring all invoices and expenses are recorded in the
correct period Review the monthly vendor list and coordinate with
invoice submitters and cost center approvers in preparation for
monthly closing Host a monthly office hour to address staff
inquiries and provide guidance on AP-related processes Identify and
aid with AP process improvements and automation Maintain up-to-date
digitization of all AP transactions, signatory approvals, and
payment confirmations to the server Maintain an up-to-date list of
all subscriptions and licenses and follow up with cost centers as
needed Ensure finance resources and guides are current and
accessible to all staff Respond to all staff and vendor inquiries
related to AP Communicate all AP announcements and deadlines Vendor
Management: Approve new vendor requests in SAP Concur, ensuring
backup documentation is accurate and complete Review and save to
the server updated vendor W-9 and intake forms Enter new vendors
into accounting system Maintain up-to-date vendor information in
SAP Concur and accounting system Finance Projects Assist with
annual audits, 990 preparation, budget creation, and 1099 filing
Assist with annual updates to the Fiscal Policies Manual and the
Finance Standard Operating Procedures Manual Assist with new hires’
finance orientations Assist with other projects as needed What
You’ll Have: Bachelor’s degree preferred, or equivalent experience
required Ability to commute to the Manhattan office approximately
1–2 days per week Strong verbal and written communication skills
Excellent attention to detail Ability to meet deadlines while
managing multiple tasks simultaneously Ability to self-start and
work independently and collaboratively Ability to maintain
confidentiality when working with sensitive information Hardworking
spirit, dedication, and teamwork Computer proficiency, specifically
in MS Excel and Google Suite Experience with accounting software,
FUND EZ a plus Experience in SAP Concur a plus Minimum of one year
in a position that involved data entry management Salary: $50,000 -
$74,999. Date posted: 06/05/2025
Keywords: Roosevelt Institute, Westport , Finance Associate, Accounting, Auditing , New York City, Connecticut
