Senior Financial Services Specialist

Marshall and Sterling Inc • Poughkeepsie, NY • 1d ago

Description:

Why Join Marshall+Sterling?

As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do.

Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success.

At Marshall+Sterling, you're not just joining a company - you're joining a culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.

This role is based in our Poughkeepsie Office.

Join our Finance team and provide administrative and financial support across the organization. You'll manage daily accounting tasks, assist with month-end and year-end processes, and ensure accurate financial records. This role offers the opportunity to collaborate with a supportive team, contribute innovative ideas, and make a meaningful impact on our success.

Manage daily accounting and financial processes (payments, deposits, reconciliations)
Record and track commissions
Prepare and distribute financial reports
Handle billing and invoicing, including resolving errors and coordinating collections.
Support month-end and year-end processes (reconciliations, accruals, reporting)
Assist with audits and compliance requirements
Maintain accurate financial records and documentation
Provide support to colleagues and contribute to projects as needed
Build and maintain positive working relationships across the team

Requirements:

College degree preferred, high school diploma or equivalent required.
Proficiency in AI tools and experience using systems such as ImageRight, Outlook, and other related platforms to enhance efficiency and streamline processes.
Proficiency in Microsoft Office; experience with Vertafore is a plus.
Strong interpersonal skills with the ability to work effectively with colleagues.
Excellent verbal and written communication skills.
Highly organized with strong attention to detail.

Total Rewards Package:

Compensation : $57,500-$62,500, based experience and education.

Benefits : Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!

Employee Stock Ownership Program

As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable:

Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success.
Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success.
No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.

For more information on our culture and benefits, please visit us at : Careers -Marshall+Sterling

MS24

Compensation details: 0 Hourly Wage

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