Finance Associate

Role Description: This full-time, on-site Finance Associate role is based in Carrollton, TX. The Finance Associate will support daily financial operations, including reviewing and preparing financial statements, assisting with financial reporting, and maintaining accurate records. Responsibilities include analyzing financial data, identifying variances, preparing summaries for management, and supporting budgeting and forecasting activities. The role also involves collaborating with internal teams, communicating financial insights, and ensuring compliance with internal policies and relevant standards. The Finance Associate is expected to work closely with senior staff to improve financial processes and support decision-making.

Qualifications: Candidates should possess strong skills in Finance and Analytical Skills to interpret data and support financial decision-making. Candidates should possess experience working with Financial Statements and Financial Reporting to ensure accurate and timely documentation. Candidates should possess solid Communication skills to present financial information clearly to stakeholders. Candidates should possess proficiency in spreadsheets and financial software tools, such as Excel or similar applications. Relevant education such as a bachelor’s degree in Finance, Accounting, Business, or a related field is preferred. Attention to detail, integrity in handling confidential information, and the ability to work effectively in an on-site team environment are beneficial. Prior experience in insurance, financial services, or a related industry is an advantage.