Financial Services Associate (FSA)

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Services Associate (FSA) based in the United States. This opportunity is part of a talent pipeline for future Financial Services Associate positions supporting growing small businesses. The role goes beyond routine bookkeeping, combining accounting expertise with client service and financial operations. You will support a Financial Services Manager with reporting, accounts payable and receivable, and month-end close activities. The position is well suited to a detail-oriented professional who enjoys structured processes and using technology to deliver accurate financial information. You will work remotely while collaborating with clients and team members in a service-focused environment. Strong organization, confidentiality, initiative, and a commitment to continuous learning will be important to your success.

As a Financial Services Associate, you will support the delivery of accurate and timely financial services to small business clients while working closely with a Financial Services Manager. The role requires precision, reliability, strong client awareness, and the ability to follow established processes in a fully remote environment. Support Financial Services Managers in delivering high-quality financial services and maintaining strong client satisfaction. Prepare and maintain financial reporting with accuracy and attention to detail. Perform accounts payable and accounts receivable activities. Support month-end close processes and related accounting activities. Use accounting and business software to maintain accurate and organized financial information. Follow established accounting policies, procedures, and quality standards consistently. Protect confidential client and financial information. Communicate effectively with clients, team members, and other stakeholders. Proactively identify issues, take ownership of assigned responsibilities, and contribute beyond basic task completion when needed. Embrace new technologies, tools, and processes that improve the efficiency and quality of financial services. Contribute to a collaborative remote environment built around integrity, achievement, and continuous learning. Requirements: The ideal candidate is a methodical and self-aware accounting professional with several years of relevant experience, strong QuickBooks knowledge, and a genuine commitment to client service. You should be comfortable working independently in a remote setting while maintaining consistent communication, confidentiality, and attention to detail. 3–5+ years of relevant accounting experience. Strong proficiency with QuickBooks Online and QuickBooks Enterprise. Bachelor’s degree in Business, Accounting, or a related field. Ability to work approximately 20 hours per week during daytime business hours, Monday through Friday. Comfortable working with Bill.com, Microsoft Office Suite, Google Workspace, CRM platforms, and other remote business tools. Strong accounting knowledge combined with excellent attention to detail and organizational skills. High emotional intelligence and a strong customer-service orientation. Ability to follow established policies and procedures consistently. Strong confidentiality and discretion when handling financial information. Self-motivated, diligent, methodical, and capable of working independently. Willingness to learn continuously and adapt to new technologies and processes. Dedicated, distraction-free home office and reliable high-speed internet connection. Benefits: 100% remote position for US-based candidates. Part-time schedule of approximately 20 hours per week. Daytime Monday–Friday working schedule. Opportunity to join a talent pipeline for future Financial Services Associate openings. Potential to support growing small business clients through outsourced financial services. Collaborative and inclusive remote working environment. Focus on professional development, continuous learning, and growth. Opportunity to work with modern accounting, collaboration, and business technology.

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