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 current 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.