Finance Assistant - Alera Group

Alera Group is hiring for a Finance Assistant! 

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.  

The Finance Assistant will work onsite at our North Haven, CT office to support the finance department in managing day-to-day tasks related to accounts receivable and accounts payable for the COE. This role requires strong organizational skills, attention to detail, and the ability to work both independently and as part of a team. The Finance Assistant plays a vital role in supporting accurate financial processes, contributing to the successful operation of COE’s financial activities.

Accounts Receivable & Payable (40%):

• Prepare and process invoices, payments, receipts, and expense reports to ensure accuracy and timeliness.
• Compile data and generate reports from multiple sources to facilitate accurate and prompt client invoicing each month.
• Gather, track, and maintain billing data to ensure clients are billed correctly and at accurate rates.
• Prepare and send monthly and ad hoc client invoices, ensuring accuracy and clarity.
• Manage the collections process by tracking invoices in past due status and conducting outreach to clients via email and phone to ensure prompt payment and resolve outstanding balances.

Data Entry and Reconciliation (40%): 

• Input and record check transactions accurately into accounting software.
• Process online bank deposits on a weekly basis.

Address client inquiries related to billing, providing prompt and clear information to resolve issues efficiently.

• Audit and reconcile vendor invoices for accuracy, ensuring timely payments in alignment with due dates.

Team Collaboration and Administrative Support (20%):

• Support the Finance Manager with data entry, data gathering, and reporting needs.
• Assist with administrative duties, contribute to special projects, and participate in finance team initiatives as needed.

• Experience: 1-2 years in an accounting role; experience in benefits administration or a SaaS environment is a plus.
• Education: Associate's degree in Accounting or Finance preferred, or equivalent experience.
• Skills: Understanding of basic accounting principles; proficiency with Microsoft Office (especially Excel) and web-based invoicing software such as QuickBooks Online or Zoho Books.
• Attributes: Meticulous attention to detail, highly organized, and able to self-monitor for accuracy; strong problem-solving and time-management skills in a fast-paced setting.
  Adaptability: Ability to navigate various software platforms and quickly learn new systems as needed.  
• Technical Capabilities: Proficiency in Microsoft Office applications, particularly Excel, and familiarity with accounting software (e.g., QuickBooks, Zoho Books).
• Business Acumen: Understands the financial operations and objectives of the organization, with an ability to apply basic accounting knowledge.
• Organizational Skills: Manages multiple tasks efficiently, highly organized, accurate, thorough, and able to self-monitor work for quality.
• Communication Proficiency: Clearly and effectively communicates with clients and internal team members to resolve inquiries and discrepancies.
• Collaboration Skills: Works with the finance team, supporting collaborative efforts and team goals.
• Client Focus: Provides exceptional service by responding to client needs accurately and promptly.
• Meticulous Attention to Detail: Ensures accuracy in data entry, reconciliation, and financial documentation.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more. 

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class. 

If you're a California resident, please read the California Consumer Privacy Act prior to applying. 

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