Finance Associate

POSITION: Finance AssociateLOCATION: Money Management Institute (MMI) Offices in New York City (midtown)Hybrid - 3 days in-person aligned with your manager's scheduleINDUSTRY: Financial Services, Investment ManagementTYPE: Full-time positionPOSITION SUMMARY: We are seeking a highly motivated and detail-oriented Finance Associate to support the daily financial operations of the Money Management Institute. The ideal candidate will be responsible for assisting with financial management, providing key insights through data reports, managing administrative tasks, and supporting the MMI membership. The Finance Associate will work closely with other team members to ensure that all financial administrative processes run smoothly and contribute to our organization's success.As a key member of MMI's Operations and Administration Team, this position will report directly to the Chief Administration Officer and will interact with the association's senior management team, peer associates and MMI members.PRIMARY RESPONSIBILITIES: ·      Process and manage all financial management, including budget tracking, invoice processing, bank reconciliation and data entry·      Prepare and present annual financial statements and interim reporting·      Maintain accurate financial records within the association's database·      Provide or facilitate advanced analytical support on various projects·      Assist with special projects as needed, including research, data analysis, and report preparation·      Participate with the team providing support to the membership by answering phone calls, responding to emails, and servicing member's inquiries and requests·      Collaborate with other departments to ensure that finance related administrative processes are aligned with the association's goals·      Contribute to a positive and productive team environment by demonstrating a can-do attitude, being a self-starter, and showing a willingness to learn and growQUALIFICATIONS:·      Bachelor's degree in business administration, finance, accounting, or a related field·      3 - 4 years of experience in a similar role·      Demonstrated knowledge of accounting practices and financial management skills·      Strong organizational and time management skills·      Excellent attention to detail and accuracy·      Ability to work independently and collaboratively with team members·      Strong communication and interpersonal skills·      Proficiency in Microsoft Office Suite·      Proficiency with accounting software (preferably QuickBooks)·      Proficiency with CRMAMS a plusCOMPENSATION & BENEFITS PACKAGE: ·      Compensation package consists of a base salary plus bonus award·      Compensation will be commensurate with experience, skill set, and capabilities·      Full benefits package·      Paid vacation & holidaysCOMPANY OVERVIEW: Established in 1997, the Money Management Institute (MMI) is the industry association representing financial services firms that provide financial advice and investment advisory solutions to investors. MMI is driven by our promise of increasing connections, knowledge, and growth for our members. We are dedicated to fostering professional relationships, sharing experiences, and expanding the industry's influence through advocacy and education. MMI offers premier professional development programs, specialized curriculums, and facilitates peer-to-peer connections through our communities and conferences. As part of our longstanding commitment to diversity, equity and inclusion, the Gateway Foundation provides clear pathways to entry and career advancement in the financial services industry for underrepresented groups. MMI member firms include wealth managers, asset managers, and solutions provider firms of all sizes and professionals representing all functional areas.

Created: 2025-01-30