Finance Generalist

at  UHY LLP

JOB SUMMARY

As a Finance Generalist, you will play a crucial role in supporting our financial needs. This multifaceted role will involve a variety of finance and accounting tasks, giving you the opportunity to work with diverse team members and contribute to the firm’s financial well-being.

REQUIRED EDUCATION AND EXPERIENCE

• 0 – 1 year of relevant experience
• Currently enrolled at an accredited college/university pursuing a degree in accounting and finance
• High School Diploma or GED or High School equivalent certificate
• Proficient in using office software and tools, including MS Office Suite (Word, Excel, Outlook, PowerPoint)

PREFERRED EDUCATION AND EXPERIENCE

• Bachelor’s degree in finance, accounting, or a related field
• Actively working towards achieving CPA licensure or relevant certification, if not already attained
• Responsible for completing the minimum CPE credit requirement

ESSENTIAL FUNCTIONS

• Enter financial data into systems of record for various accounting functions with a high level of accuracy
• Provide general support to finance team and processes including AR and AP functions
• Assist in reconciling accounts and completing general ledger entries
• Build strong firm relationships by addressing inquiries and assisting with problem-solving
• Maintain accurate financial records and ensure data integrity in accounting software
• Contribute to the preparation of financial reports, summaries, and presentations
• Ensure compliance with accounting standards and regulatory requirements
• Stay informed about industry trends and accounting standards

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.