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.