Financial Associate

Overview

Brandon Clark with the Connexa Search Group is recruiting for a new exciting Financial Associate role in the Upstate. This role supports a growing finance and accounting function within a privately held organization. The position focuses on financial operations, documentation, and transactional support across customer accounts and internal processes. The ideal candidate is detail-oriented, organized, and comfortable working across multiple financial workflows in a dynamic environment.

This role partners closely with accounting and finance leadership and supports recurring financial activity, reporting, and administrative coordination.

• Support day-to-day financial operations related to customer accounts, contracts, and financial documentation
• Assist with preparing and organizing financial agreements, account records, and supporting materials
• Track account activity and maintain accurate records for balances, payments, and correspondence
• Generate routine statements, summaries, and internal reports on a recurring basis
• Assist with month-end processes, including reconciliations and documentation support
• Coordinate financial communications and confirmations related to account activity
• Maintain structured digital filing systems to ensure compliance, accuracy, and audit readiness
• Provide administrative and operational support to accounting and finance teams as needed

• Strong attention to detail with the ability to manage multiple tasks simultaneously
• Solid organizational and documentation skills
• Proficiency with Microsoft Excel and general office tools
• Experience with accounting or financial systems preferred
• Strong written and verbal communication skills
• Ability to work independently while collaborating effectively with a broader team