ROK Financial, a top ten commercial loan brokerage in the USA, is hiring for an: Accounting Associate Interested in applying? Fill out the form below and take the first step!
Accounting Associate

Accounting Associate

ROK Financial • Great River, NY • Full-time • In-person

ROK Financial, a top ten commercial loan brokerage in Great River, New York, is hiring for an Accounting Associate.

We’re seeking a reliable, detail-oriented candidate who can work independently and collaboratively. This role involves hands-on participation in the monthly and annual close process for multiple entities, along with maintaining financial records as requested by the Controller. We are looking for a motivated self-starter eager to advance their career. This position offers growth potential into a supervisory role, assisting the Controller in overseeing the accounting department while providing administrative, technical support, and supervision to the accounting staff.

Duties & Responsibilities

  • Maintain the general ledger through the regular processing of bank feeds in QuickBooks Online.
  • Verify deposits and update accounting and CRM software for multiple entities.
  • Assist the Controller with payroll preparation and processing.
  • Reconcile cash disbursement and customer accounts, including monitoring and updating customer balances within our CRM.
  • Process and monitor accounts receivable, including processing credit card payments through a payment platform and updating all related reporting.
  • Process ACH and wire transactions through online banking portal.
  • Perform other related duties as assigned.

Required Skills & Abilities

  • Proactive and self-motivated with the ability to work independently.
  • Strong multitasking skills, capable of managing multiple priorities effectively.
  • Highly organized with exceptional attention to detail.
  • Solid understanding of general financial accounting principles.
  • Experience in QuickBooks (Online or Desktop) or similar accounting software.
  • Advanced Excel skills; experience with Google Sheets is a plus.
  • Bachelor’s degree in Accounting or equivalent experience in accounting or business administration.

Preferred Qualifications

  • Proven experience in corporate accounting or a similar role is preferred; experience in a fast-paced or multi-entity environment is a plus.
  • Ability to analyze financial data, identify trends, and generate actionable insights.
  • Excellent verbal and written communication abilities, with the ability to present financial data clearly and concisely.
  • Strong understanding of internal control processes to safeguard assets, ensure financial accuracy, and support audit compliance. Experience with process improvement is a plus.

Benefits

  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Referral program
  • Vision insurance
  • Work from home

This is an in office position in Great River, NY