Manage Concur expense reporting for Pathstone’s wealth management firm, combining accounting operations, Excel, and remote work flexibility with onsite availability.

The Finance Associate supports the Controller’s Accounting Team through daily expense administration and team member support. This role uses SAP Concur Expense, Microsoft Excel, and Accounts Payable processes while maintaining accurate documentation. The position also supports corporate card administration and additional Finance activities.

Key Responsibilities:

- Review and process team member expense reports in Concur
- Manage Concur users, troubleshooting, and system support
- Train recent team members and maintain process resources
- Process client check deposits and state tax checks




- Back up Accounts Payable and corporate card administration

Requirements:

- Bachelor’s degree in accounting, finance, business, or related field
- Three to five years in expense management or accounting operations
- Strongly preferred experience with SAP Concur Expense
- Experience processing expense reports and Accounts Payable transactions
- Strong Excel, organization, communication, and problem-solving skills

Bring Concur, Accounts Payable, Excel, and expense management expertise to Pathstone’s Finance team with remote flexibility.

📌 Finance Associate Concur Expense (Quinte West)
🏢 Pathstone
📍 Quinte West